Eurodollar University Transistor (https://transistor.fm) https://feeds.transistor.fm/making-sense Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of markets and what they are telling you, as well as historical summaries and deep background material so that you can understand what’s really going on in this eurodollar’s world. © 2026 Jeff Snider 6e59770f-705c-59a1-b3a1-23eab5668606 no en-us Fri, 10 Jul 2026 07:00:19 -0400 Fri, 10 Jul 2026 07:01:18 -0400 https://www.eurodollar.university/ https://img.transistorcdn.com/C_LnsdX84DfmG7KkNhM7IvdWPr8cxpu9B59M7tVAlrs/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzkyNDMvMTY2ODk5/MjU1OS1hcnR3b3Jr/LmpwZw.jpg Eurodollar University https://www.eurodollar.university/ episodic Jeff Snider Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of markets and what they are telling you, as well as historical summaries and deep background material so that you can understand what’s really going on in this eurodollar’s world. Jeff Snider will guide you through the realm of monetary science. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession Jeff Snider No No Pepsi Gives MASSIVE Warning Of Consumer Behavior 1433 1433 Pepsi Gives MASSIVE Warning Of Consumer Behavior full 49631589-2ad9-467e-8f55-b8cffd8c2734 https://share.transistor.fm/s/81fcf43e PepsiCo just reported earnings. And buried inside a perfectly standard corporate press release was one of the most important sentences you'll hear about the American economy this year. CEO Ramon Laguarta said, and I'm quoting directly here: *"I think the consumer is worse than what we had anticipated, and it's driven mainly by gas prices."*

That's not a fringe analyst. That's the chief executive of one of the largest consumer goods companies on the planet, a company that sells beverages and snacks to hundreds of millions of Americans every single quarter, telling you directly: something has changed. For one thing, credit card use dropped sharply, as we’ll see. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

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https://www.cnbc.com/video/2026/07/09/pepsico-ceo-on-earnings-miss-there-has-been-an-impact-from-gas-prices.html
https://www.cnbc.com/2026/07/09/pepsico-pep-q2-2026-earnings.html
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-2-4-decrease-in-june

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.

]]> PepsiCo just reported earnings. And buried inside a perfectly standard corporate press release was one of the most important sentences you'll hear about the American economy this year. CEO Ramon Laguarta said, and I'm quoting directly here: *"I think the consumer is worse than what we had anticipated, and it's driven mainly by gas prices."*

That's not a fringe analyst. That's the chief executive of one of the largest consumer goods companies on the planet, a company that sells beverages and snacks to hundreds of millions of Americans every single quarter, telling you directly: something has changed. For one thing, credit card use dropped sharply, as we’ll see. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.cnbc.com/video/2026/07/09/pepsico-ceo-on-earnings-miss-there-has-been-an-impact-from-gas-prices.html
https://www.cnbc.com/2026/07/09/pepsico-pep-q2-2026-earnings.html
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-2-4-decrease-in-june

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.

]]> Fri, 10 Jul 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1220 PepsiCo just reported earnings. And buried inside a perfectly standard corporate press release was one of the most important sentences you'll hear about the American economy this year. CEO Ramon Laguarta said, and I'm quoting directly here: *"I think the consumer is worse than what we had anticipated, and it's driven mainly by gas prices."*

That's not a fringe analyst. That's the chief executive of one of the largest consumer goods companies on the planet, a company that sells beverages and snacks to hundreds of millions of Americans every single quarter, telling you directly: something has changed. For one thing, credit card use dropped sharply, as we’ll see. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.cnbc.com/video/2026/07/09/pepsico-ceo-on-earnings-miss-there-has-been-an-impact-from-gas-prices.html
https://www.cnbc.com/2026/07/09/pepsico-pep-q2-2026-earnings.html
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-2-4-decrease-in-june

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HSBC Just Issued A Dire Warning To The Entire Banking System 1432 1432 HSBC Just Issued A Dire Warning To The Entire Banking System full 6b0d0f37-6951-48fb-bd45-592c93795cf0 https://share.transistor.fm/s/a7d634b8 HSBC just did something that should make everyone in credit markets stop and ask one very uncomfortable question. If there is nothing to worry about with private credit…why is one of world’s biggest banks pulling back from funding the funds that make it work? According to reporting from the Financial Times, HSBC has told some private credit borrowers that it will not renew their credit facilities. It is also refusing to provide “back leverage” to riskier funds. In plain English, HSBC is pulling back bigtime.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.ft.com/content/cb6413a7-f76e-49dc-9644-3e3ac8fee2e8?syn-25a6b1a6=1
https://www.bloomberg.com/news/articles/2026-07-07/hsbc-retreats-from-riskier-private-credit-lending-ft-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> HSBC just did something that should make everyone in credit markets stop and ask one very uncomfortable question. If there is nothing to worry about with private credit…why is one of world’s biggest banks pulling back from funding the funds that make it work? According to reporting from the Financial Times, HSBC has told some private credit borrowers that it will not renew their credit facilities. It is also refusing to provide “back leverage” to riskier funds. In plain English, HSBC is pulling back bigtime.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.ft.com/content/cb6413a7-f76e-49dc-9644-3e3ac8fee2e8?syn-25a6b1a6=1
https://www.bloomberg.com/news/articles/2026-07-07/hsbc-retreats-from-riskier-private-credit-lending-ft-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Thu, 09 Jul 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1047 HSBC just did something that should make everyone in credit markets stop and ask one very uncomfortable question. If there is nothing to worry about with private credit…why is one of world’s biggest banks pulling back from funding the funds that make it work? According to reporting from the Financial Times, HSBC has told some private credit borrowers that it will not renew their credit facilities. It is also refusing to provide “back leverage” to riskier funds. In plain English, HSBC is pulling back bigtime.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.ft.com/content/cb6413a7-f76e-49dc-9644-3e3ac8fee2e8?syn-25a6b1a6=1
https://www.bloomberg.com/news/articles/2026-07-07/hsbc-retreats-from-riskier-private-credit-lending-ft-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Walmart Is CUTTING Prices Because Consumers Are "Out Of Money" 1431 1431 Walmart Is CUTTING Prices Because Consumers Are "Out Of Money" full 754dde5f-e17d-4db2-8f84-90b63c18bab6 https://share.transistor.fm/s/5b0b0ccf Walmart is cutting prices on thousands of products, not doing the Fed’s inflation theory any favors. Coca-Cola. Pepsi. Laundry detergent. Lawn mowers. You name it. This is great news for consumers who have been hit with the gasoline shock. Here we have the biggest retailer in America lowering prices. The real story, though, is why Walmart is doing it. We’ve been warned by the markets and curves about what would happen once the tax refund money ran dry.  

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.youtube.com/watch?v=3_B0P308uyQ
https://www.cnbc.com/video/2026/07/07/walmart-cuts-summer-grocery-prices-trump-claims-credit.html
https://www.cbsnews.com/news/walmart-price-cuts-beef-coke-pepsi-corn-ice-cream/
https://www.wsj.com/business/retail/walmart-lowers-prices-on-thousands-of-items-including-beef-and-coca-cola-1f355f74
https://www.nytimes.com/2026/07/06/us/politics/walmart-price-cuts-beef-trump.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Walmart is cutting prices on thousands of products, not doing the Fed’s inflation theory any favors. Coca-Cola. Pepsi. Laundry detergent. Lawn mowers. You name it. This is great news for consumers who have been hit with the gasoline shock. Here we have the biggest retailer in America lowering prices. The real story, though, is why Walmart is doing it. We’ve been warned by the markets and curves about what would happen once the tax refund money ran dry.  

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.youtube.com/watch?v=3_B0P308uyQ
https://www.cnbc.com/video/2026/07/07/walmart-cuts-summer-grocery-prices-trump-claims-credit.html
https://www.cbsnews.com/news/walmart-price-cuts-beef-coke-pepsi-corn-ice-cream/
https://www.wsj.com/business/retail/walmart-lowers-prices-on-thousands-of-items-including-beef-and-coca-cola-1f355f74
https://www.nytimes.com/2026/07/06/us/politics/walmart-price-cuts-beef-trump.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Wed, 08 Jul 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1161 Walmart is cutting prices on thousands of products, not doing the Fed’s inflation theory any favors. Coca-Cola. Pepsi. Laundry detergent. Lawn mowers. You name it. This is great news for consumers who have been hit with the gasoline shock. Here we have the biggest retailer in America lowering prices. The real story, though, is why Walmart is doing it. We’ve been warned by the markets and curves about what would happen once the tax refund money ran dry.  

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.youtube.com/watch?v=3_B0P308uyQ
https://www.cnbc.com/video/2026/07/07/walmart-cuts-summer-grocery-prices-trump-claims-credit.html
https://www.cbsnews.com/news/walmart-price-cuts-beef-coke-pepsi-corn-ice-cream/
https://www.wsj.com/business/retail/walmart-lowers-prices-on-thousands-of-items-including-beef-and-coca-cola-1f355f74
https://www.nytimes.com/2026/07/06/us/politics/walmart-price-cuts-beef-trump.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Why China’s Oil Demand May Be The Biggest Macro Signal Right Now 1430 1430 Why China’s Oil Demand May Be The Biggest Macro Signal Right Now full 832aff90-b490-436f-9bd8-ecc9ad57bb76 https://share.transistor.fm/s/b9ebb387 We just got a couple major updates that are connect some more dots on what is the biggest story in the global economy, all connecting to China. The oil market has undergone a radical – and I mean radical – change over the past few weeks. It first showed up last Thursday and is still going her today. Earlier this morning, Saudi Arabia comes out with a big announcement it is cutting the benchmark price of its oil for the first time since 2020. Those two together implicate Chinese oil demand and therefore its economy. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> We just got a couple major updates that are connect some more dots on what is the biggest story in the global economy, all connecting to China. The oil market has undergone a radical – and I mean radical – change over the past few weeks. It first showed up last Thursday and is still going her today. Earlier this morning, Saudi Arabia comes out with a big announcement it is cutting the benchmark price of its oil for the first time since 2020. Those two together implicate Chinese oil demand and therefore its economy. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Tue, 07 Jul 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1130 We just got a couple major updates that are connect some more dots on what is the biggest story in the global economy, all connecting to China. The oil market has undergone a radical – and I mean radical – change over the past few weeks. It first showed up last Thursday and is still going her today. Earlier this morning, Saudi Arabia comes out with a big announcement it is cutting the benchmark price of its oil for the first time since 2020. Those two together implicate Chinese oil demand and therefore its economy. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Oil Market Just Signaled the Worst Possible Scenario 1429 1429 The Oil Market Just Signaled the Worst Possible Scenario full 766d0549-f652-4b9c-8e98-31ae379c73bb https://share.transistor.fm/s/43dc9dc1 Today, we’re looking at one of the most intense and surprising signals coming out of global markets right now: the oil curve has gone almost perfectly flat. That may sound technical, but it is a huge development. In a normal shortage environment, especially after the kind of historic supply disruption and record backwardation we just saw, near-term oil should trade at a sustained premium. Instead, in the space of just weeks, that curve has collapsed, twisting into a shape that is on the cusp of saying there’s too much oil.

Eurodollar University's conversation w/Steve Van Metre

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Today, we’re looking at one of the most intense and surprising signals coming out of global markets right now: the oil curve has gone almost perfectly flat. That may sound technical, but it is a huge development. In a normal shortage environment, especially after the kind of historic supply disruption and record backwardation we just saw, near-term oil should trade at a sustained premium. Instead, in the space of just weeks, that curve has collapsed, twisting into a shape that is on the cusp of saying there’s too much oil.

Eurodollar University's conversation w/Steve Van Metre

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Mon, 06 Jul 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1264 Today, we’re looking at one of the most intense and surprising signals coming out of global markets right now: the oil curve has gone almost perfectly flat. That may sound technical, but it is a huge development. In a normal shortage environment, especially after the kind of historic supply disruption and record backwardation we just saw, near-term oil should trade at a sustained premium. Instead, in the space of just weeks, that curve has collapsed, twisting into a shape that is on the cusp of saying there’s too much oil.

Eurodollar University's conversation w/Steve Van Metre

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Private Credit Just Burst The $25 Trillion AI Bubble 1428 1428 Private Credit Just Burst The $25 Trillion AI Bubble full 3cd85915-ee5d-4bc4-9d5c-9404d9d355dc https://share.transistor.fm/s/a0decbd6 The private credit bust is now starting to spread into AI and the AI buildout which up to now has been mostly financed by these shadow banks. The reason for it spreading is simple – the run on the shadow banks hasn’t abated at all, with our favorite sad bird the latest to disclose laughably huge withdrawal requests. The danger for AI has always been the almost unlimited money it required to reach full capacity running out.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> The private credit bust is now starting to spread into AI and the AI buildout which up to now has been mostly financed by these shadow banks. The reason for it spreading is simple – the run on the shadow banks hasn’t abated at all, with our favorite sad bird the latest to disclose laughably huge withdrawal requests. The danger for AI has always been the almost unlimited money it required to reach full capacity running out.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Sun, 05 Jul 2026 09:24:01 -0400 Jeff Snider Jeff Snider 1043 The private credit bust is now starting to spread into AI and the AI buildout which up to now has been mostly financed by these shadow banks. The reason for it spreading is simple – the run on the shadow banks hasn’t abated at all, with our favorite sad bird the latest to disclose laughably huge withdrawal requests. The danger for AI has always been the almost unlimited money it required to reach full capacity running out.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Payroll Data Just Confirmed The Worst-Case Scenario 1427 1427 Payroll Data Just Confirmed The Worst-Case Scenario full 30189ef5-8b08-450a-b28e-b01968ec6474 https://share.transistor.fm/s/88054abf There is no way to spin this, not that everyone won’t try. The June employment report did not just come in weak or just miss expectations. It wasn’t a little cooling after a decent stretch. No — the June jobs report strongly suggests the worst-case payback for the labor market is now unfolding.

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> There is no way to spin this, not that everyone won’t try. The June employment report did not just come in weak or just miss expectations. It wasn’t a little cooling after a decent stretch. No — the June jobs report strongly suggests the worst-case payback for the labor market is now unfolding.

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Fri, 03 Jul 2026 08:52:03 -0400 Jeff Snider Jeff Snider 1233 There is no way to spin this, not that everyone won’t try. The June employment report did not just come in weak or just miss expectations. It wasn’t a little cooling after a decent stretch. No — the June jobs report strongly suggests the worst-case payback for the labor market is now unfolding.

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe What Microsoft Just Revealed About The Job Market 1426 1426 You Won’t Believe What Microsoft Just Revealed About The Job Market full 0e9edae8-5091-421c-923b-9d0caac7ab4f https://share.transistor.fm/s/e153e818 Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/L7x80By or code euro50 for 50% Off Monarch Core tier.

Microsoft just announced another round of job cuts — thousands more layoffs — and almost immediately, the internet had its explanation ready. AI. “AI is taking the jobs.”  “White-collar work is being automated.” And look, that story is emotionally powerful. It feels like it explains everything. But it’s completely missing the point. And for many of these announcements, that is the point. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.cnbc.com/video/2026/07/01/why-enterprises-want-in-house-ai.html
https://www.cnbc.com/video/2026/07/01/palantir-ceo-alex-karp-says-something-has-gone-completely-wrong-with-how-ai-is-sold.html
https://www.bloomberg.com/news/videos/2026-07-01/private-equity-bets-on-ai-growth-video

Employers who laid off workers citing AI are already starting to regret it
https://www.cnbc.com/2026/07/01/employers-who-laid-off-workers-for-ai-are-reversing-their-decisions.html

Coinbase didn’t just lay off 14% of its staff due to AI. It replaced managers with ‘player-coaches’ and turned its org chart upside down
https://finance.yahoo.com/markets/stocks/articles/coinbase-didn-t-just-lay-160748427.html

Companies backtrack after going all in on AI
https://ia.acs.org.au/article/2025/companies-backtrack-after-going-all-in-on-ai.html

55% of businesses admit wrong decisions in making employees redundant when bringing AI into the workforce
https://www.orgvue.com/news/55-of-businesses-admit-wrong-decisions-in-making-employees-redundant-when-bringing-ai-into-the-workforce/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/L7x80By or code euro50 for 50% Off Monarch Core tier.

Microsoft just announced another round of job cuts — thousands more layoffs — and almost immediately, the internet had its explanation ready. AI. “AI is taking the jobs.”  “White-collar work is being automated.” And look, that story is emotionally powerful. It feels like it explains everything. But it’s completely missing the point. And for many of these announcements, that is the point. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.cnbc.com/video/2026/07/01/why-enterprises-want-in-house-ai.html
https://www.cnbc.com/video/2026/07/01/palantir-ceo-alex-karp-says-something-has-gone-completely-wrong-with-how-ai-is-sold.html
https://www.bloomberg.com/news/videos/2026-07-01/private-equity-bets-on-ai-growth-video

Employers who laid off workers citing AI are already starting to regret it
https://www.cnbc.com/2026/07/01/employers-who-laid-off-workers-for-ai-are-reversing-their-decisions.html

Coinbase didn’t just lay off 14% of its staff due to AI. It replaced managers with ‘player-coaches’ and turned its org chart upside down
https://finance.yahoo.com/markets/stocks/articles/coinbase-didn-t-just-lay-160748427.html

Companies backtrack after going all in on AI
https://ia.acs.org.au/article/2025/companies-backtrack-after-going-all-in-on-ai.html

55% of businesses admit wrong decisions in making employees redundant when bringing AI into the workforce
https://www.orgvue.com/news/55-of-businesses-admit-wrong-decisions-in-making-employees-redundant-when-bringing-ai-into-the-workforce/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Thu, 02 Jul 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1190 Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/L7x80By or code euro50 for 50% Off Monarch Core tier.

Microsoft just announced another round of job cuts — thousands more layoffs — and almost immediately, the internet had its explanation ready. AI. “AI is taking the jobs.”  “White-collar work is being automated.” And look, that story is emotionally powerful. It feels like it explains everything. But it’s completely missing the point. And for many of these announcements, that is the point. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.cnbc.com/video/2026/07/01/why-enterprises-want-in-house-ai.html
https://www.cnbc.com/video/2026/07/01/palantir-ceo-alex-karp-says-something-has-gone-completely-wrong-with-how-ai-is-sold.html
https://www.bloomberg.com/news/videos/2026-07-01/private-equity-bets-on-ai-growth-video

Employers who laid off workers citing AI are already starting to regret it
https://www.cnbc.com/2026/07/01/employers-who-laid-off-workers-for-ai-are-reversing-their-decisions.html

Coinbase didn’t just lay off 14% of its staff due to AI. It replaced managers with ‘player-coaches’ and turned its org chart upside down
https://finance.yahoo.com/markets/stocks/articles/coinbase-didn-t-just-lay-160748427.html

Companies backtrack after going all in on AI
https://ia.acs.org.au/article/2025/companies-backtrack-after-going-all-in-on-ai.html

55% of businesses admit wrong decisions in making employees redundant when bringing AI into the workforce
https://www.orgvue.com/news/55-of-businesses-admit-wrong-decisions-in-making-employees-redundant-when-bringing-ai-into-the-workforce/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No European Banks Are Preparing For Something BIG 1425 1425 European Banks Are Preparing For Something BIG full dc54bc9d-97c4-4dfe-b9a1-f42e5da182a1 https://share.transistor.fm/s/ae1a3aa7 European banks are doing something that looks irrational, preparing for something big while the rest of the mainstream focuses on the wrong people. The European Central Bank just raised its policy rate a few weeks ago, and officials over there in Frankfurt are warning they may hike again as they’re still fixated on the inflation risk from the recent energy shock. The European banking system is not buying it, the inflation risk, the rate hikes, none of it. Literally not buying it. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> European banks are doing something that looks irrational, preparing for something big while the rest of the mainstream focuses on the wrong people. The European Central Bank just raised its policy rate a few weeks ago, and officials over there in Frankfurt are warning they may hike again as they’re still fixated on the inflation risk from the recent energy shock. The European banking system is not buying it, the inflation risk, the rate hikes, none of it. Literally not buying it. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Wed, 01 Jul 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1155 European banks are doing something that looks irrational, preparing for something big while the rest of the mainstream focuses on the wrong people. The European Central Bank just raised its policy rate a few weeks ago, and officials over there in Frankfurt are warning they may hike again as they’re still fixated on the inflation risk from the recent energy shock. The European banking system is not buying it, the inflation risk, the rate hikes, none of it. Literally not buying it. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Japan Just Lost Control of Its Currency 1424 1424 BREAKING: Japan Just Lost Control of Its Currency full 2604eaa8-6648-4013-9eb5-8ea9843cb02c https://share.transistor.fm/s/6d5b71b2 The Japanese yen just fell to a forty-year low, and this has everyone talking, the government worried, because no one really knows what it means. What makes this so important is not just the level of the exchange rate. It is the fact that this is happening after Japan already tried almost everything that was supposed to stop it. That is the real issue, the government is being run over by a currency with a real story tell. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------------------
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----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Japanese yen just fell to a forty-year low, and this has everyone talking, the government worried, because no one really knows what it means. What makes this so important is not just the level of the exchange rate. It is the fact that this is happening after Japan already tried almost everything that was supposed to stop it. That is the real issue, the government is being run over by a currency with a real story tell. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.
BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 30 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1117 The Japanese yen just fell to a forty-year low, and this has everyone talking, the government worried, because no one really knows what it means. What makes this so important is not just the level of the exchange rate. It is the fact that this is happening after Japan already tried almost everything that was supposed to stop it. That is the real issue, the government is being run over by a currency with a real story tell. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.
BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. This video will help explain what we really do here at EDU, what’s behind our methodology. Why we talk about curves and signals, but, more importantly, why no one else does. And then at the end, how to use this information managing money and crafting portfolio strategies. 

https://youtube.com/live/We2aP56WLJ8?feature=share

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Bitcoin And BlackRock Just Did Something VERY Strange 1423 1423 Bitcoin And BlackRock Just Did Something VERY Strange full 165462a3-15d9-46fb-9649-7e74067257d9 https://share.transistor.fm/s/e1d719f5 Bitcoin just broke down again — falling below $60k to levels we haven’t seen in nearly two years. But here’s the strange part: this may not really be a Bitcoin story. Because if you pull up the chart of BlackRock you start to see something unexpected. Bitcoin and BlackRock stock haven’t just been moving in the same general direction…they’ve been tracking each other in a way that looks a lot less like coincidence, and a lot more like a shared warning signal.

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Bitcoin just broke down again — falling below $60k to levels we haven’t seen in nearly two years. But here’s the strange part: this may not really be a Bitcoin story. Because if you pull up the chart of BlackRock you start to see something unexpected. Bitcoin and BlackRock stock haven’t just been moving in the same general direction…they’ve been tracking each other in a way that looks a lot less like coincidence, and a lot more like a shared warning signal.

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Sun, 28 Jun 2026 16:39:50 -0400 Jeff Snider Jeff Snider 1374 Bitcoin just broke down again — falling below $60k to levels we haven’t seen in nearly two years. But here’s the strange part: this may not really be a Bitcoin story. Because if you pull up the chart of BlackRock you start to see something unexpected. Bitcoin and BlackRock stock haven’t just been moving in the same general direction…they’ve been tracking each other in a way that looks a lot less like coincidence, and a lot more like a shared warning signal.

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Everything I Learned From 30 Years Studying Capitalism 1422 1422 Everything I Learned From 30 Years Studying Capitalism full 04816149-9330-4c86-82f4-de1102ee8e39 https://share.transistor.fm/s/83a0fcf0 When most people hear the words “free market capitalism,” they immediately think of Wall Street. They picture stock traders yelling across a trading floor, financial news channels, quarterly earnings reports, and various asset prices flashing across a screen. And because that is the image people have in their heads, they often assume that capitalism means whatever happens in financial markets. Not even close. 


Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.

BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

Videos used:
https://www.youtube.com/watch?v=FoCcbUs7DEg
https://www.justice.gov/atr/video-gallery
https://www.youtube.com/watch?v=GjrFUEX5xFU
https://www.youtube.com/playlist?list=PL907E60DC86957669
https://thinktv.pbslearningmedia.org/resource/18e14deb-d7d6-4e42-9a5d-40595a2ee09d/trust-busting-the-roosevelts/kenburnsclassroom/
https://www.youtube.com/watch?v=zIyClO7y6Mk
https://www.youtube.com/watch?v=kPF7bU0RaTs
https://www.youtube.com/watch?v=mR6Z5fn2lqQ
https://www.cnbc.com/video/2026/02/04/crameras-mad-dash-ge-vernova.html


I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> When most people hear the words “free market capitalism,” they immediately think of Wall Street. They picture stock traders yelling across a trading floor, financial news channels, quarterly earnings reports, and various asset prices flashing across a screen. And because that is the image people have in their heads, they often assume that capitalism means whatever happens in financial markets. Not even close. 


Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.

BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

Videos used:
https://www.youtube.com/watch?v=FoCcbUs7DEg
https://www.justice.gov/atr/video-gallery
https://www.youtube.com/watch?v=GjrFUEX5xFU
https://www.youtube.com/playlist?list=PL907E60DC86957669
https://thinktv.pbslearningmedia.org/resource/18e14deb-d7d6-4e42-9a5d-40595a2ee09d/trust-busting-the-roosevelts/kenburnsclassroom/
https://www.youtube.com/watch?v=zIyClO7y6Mk
https://www.youtube.com/watch?v=kPF7bU0RaTs
https://www.youtube.com/watch?v=mR6Z5fn2lqQ
https://www.cnbc.com/video/2026/02/04/crameras-mad-dash-ge-vernova.html


I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 26 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1367 When most people hear the words “free market capitalism,” they immediately think of Wall Street. They picture stock traders yelling across a trading floor, financial news channels, quarterly earnings reports, and various asset prices flashing across a screen. And because that is the image people have in their heads, they often assume that capitalism means whatever happens in financial markets. Not even close. 


Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.

BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

Videos used:
https://www.youtube.com/watch?v=FoCcbUs7DEg
https://www.justice.gov/atr/video-gallery
https://www.youtube.com/watch?v=GjrFUEX5xFU
https://www.youtube.com/playlist?list=PL907E60DC86957669
https://thinktv.pbslearningmedia.org/resource/18e14deb-d7d6-4e42-9a5d-40595a2ee09d/trust-busting-the-roosevelts/kenburnsclassroom/
https://www.youtube.com/watch?v=zIyClO7y6Mk
https://www.youtube.com/watch?v=kPF7bU0RaTs
https://www.youtube.com/watch?v=mR6Z5fn2lqQ
https://www.cnbc.com/video/2026/02/04/crameras-mad-dash-ge-vernova.html


I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No ALERT: Gold Is Crashing… While The Dollar Rips Higher 1421 1421 ALERT: Gold Is Crashing… While The Dollar Rips Higher full 0cf95e36-d057-40b7-a927-319fa4306f65 https://share.transistor.fm/s/e1311858 Gold is getting liquidated again. Silver, too. Why? The dollar is spiking. But why is the dollar spiking? Same reason TIPS are screaming and reinversion on the Treasury curve has become a very real possibility. The issue isn't those da*n dots, it's dollars. Ledger eurodollars and all these are nothing more than different perspectives of the same growing deflation tendencies. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

]]> Gold is getting liquidated again. Silver, too. Why? The dollar is spiking. But why is the dollar spiking? Same reason TIPS are screaming and reinversion on the Treasury curve has become a very real possibility. The issue isn't those da*n dots, it's dollars. Ledger eurodollars and all these are nothing more than different perspectives of the same growing deflation tendencies. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

]]> Thu, 25 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 2020 Gold is getting liquidated again. Silver, too. Why? The dollar is spiking. But why is the dollar spiking? Same reason TIPS are screaming and reinversion on the Treasury curve has become a very real possibility. The issue isn't those da*n dots, it's dollars. Ledger eurodollars and all these are nothing more than different perspectives of the same growing deflation tendencies. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Private Credit Redemptions Just Crossed the Line Of No Return 1420 1420 Private Credit Redemptions Just Crossed the Line Of No Return full 843de97b-8711-45f9-b7f3-2b2a2be5c6e6 https://share.transistor.fm/s/b72898a7 The most important number in private credit right now is not a default rate. It’s not a dividend yield or the size of the market. It’s **16.8%**. That is how much of Apollo Debt Solutions’ outstanding shares investors asked the firm to buy back in the second quarter. The reason that number is such a big deal is because last quarter, redemption requests were already high at around **11%**.

So this is not fading or stabilizing. The bust is accelerating.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> The most important number in private credit right now is not a default rate. It’s not a dividend yield or the size of the market. It’s **16.8%**. That is how much of Apollo Debt Solutions’ outstanding shares investors asked the firm to buy back in the second quarter. The reason that number is such a big deal is because last quarter, redemption requests were already high at around **11%**.

So this is not fading or stabilizing. The bust is accelerating.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Wed, 24 Jun 2026 12:53:04 -0400 Jeff Snider Jeff Snider 1372 The most important number in private credit right now is not a default rate. It’s not a dividend yield or the size of the market. It’s **16.8%**. That is how much of Apollo Debt Solutions’ outstanding shares investors asked the firm to buy back in the second quarter. The reason that number is such a big deal is because last quarter, redemption requests were already high at around **11%**.

So this is not fading or stabilizing. The bust is accelerating.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Britain’s Prime Minister Fell… America Should Be Watching 1419 1419 Britain’s Prime Minister Fell… America Should Be Watching full c2836d0b-87bc-475e-98f9-653c0e5af20b https://share.transistor.fm/s/b23cf380 Britain just lost another prime minister. Keir Starmer, the man who came to power in 2024 with one of the biggest election victories in modern British history, resigned today after less than two years in office. But this is not just some Westminster drama. The real question today is this: Are President Trump and Republicans in Congress watching? Are they paying attention? Are they next?

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

https://www.foxnews.com/video/6399083401112
https://www.nbcnews.com/video/shorts/uk-pm-keir-starmer-resigns-265455173994
https://www.bbc.com/news/videos/c4ngz15zdl9o
https://www.youtube.com/watch?v=Tf4hlUpKu70

Burnham ally to unveil ambitious plan to reverse decades of privatisation
https://www.theguardian.com/politics/2026/jun/21/burnham-ally-to-unveil-ambitious-plan-to-reverse-decades-of-privatisation

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Britain just lost another prime minister. Keir Starmer, the man who came to power in 2024 with one of the biggest election victories in modern British history, resigned today after less than two years in office. But this is not just some Westminster drama. The real question today is this: Are President Trump and Republicans in Congress watching? Are they paying attention? Are they next?

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

https://www.foxnews.com/video/6399083401112
https://www.nbcnews.com/video/shorts/uk-pm-keir-starmer-resigns-265455173994
https://www.bbc.com/news/videos/c4ngz15zdl9o
https://www.youtube.com/watch?v=Tf4hlUpKu70

Burnham ally to unveil ambitious plan to reverse decades of privatisation
https://www.theguardian.com/politics/2026/jun/21/burnham-ally-to-unveil-ambitious-plan-to-reverse-decades-of-privatisation

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Tue, 23 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1224 Britain just lost another prime minister. Keir Starmer, the man who came to power in 2024 with one of the biggest election victories in modern British history, resigned today after less than two years in office. But this is not just some Westminster drama. The real question today is this: Are President Trump and Republicans in Congress watching? Are they paying attention? Are they next?

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

https://www.foxnews.com/video/6399083401112
https://www.nbcnews.com/video/shorts/uk-pm-keir-starmer-resigns-265455173994
https://www.bbc.com/news/videos/c4ngz15zdl9o
https://www.youtube.com/watch?v=Tf4hlUpKu70

Burnham ally to unveil ambitious plan to reverse decades of privatisation
https://www.theguardian.com/politics/2026/jun/21/burnham-ally-to-unveil-ambitious-plan-to-reverse-decades-of-privatisation

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Swiss Bond Market Just Gave A Dire Warning to the World 1418 1418 Swiss Bond Market Just Gave A Dire Warning to the World full 60516af9-1596-4408-9775-f6b5f3e820a2 https://share.transistor.fm/s/1ed494e5 Swiss bond yields are almost back at zero. The key two-year instrument yields just a couple of basis points and is very likely going to be negative again relatively soon. As we know, Swiss interest rates have very little to do with Switzerland. As a global money center, this is where money goes when it doesn’t want to be anywhere else – even to the point international financials are willing to accept zero return to be there. 

Eurodollar University's conversation w/Steve Van Metre

-------------------------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.
BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

China’s $300 Billion Pile of Bad Consumer Debt Threatens Economy
https://www.bloomberg.com/news/articles/2026-06-17/china-s-economy-recovery-threatened-by-300-billion-in-bad-consumer-debt

China’s Tilt to Bonds From Loans Gives PBOC Broader Easing Tool
https://www.bloomberg.com/news/articles/2026-06-18/china-s-tilt-to-bonds-from-loans-gives-pboc-broader-easing-tool

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Swiss bond yields are almost back at zero. The key two-year instrument yields just a couple of basis points and is very likely going to be negative again relatively soon. As we know, Swiss interest rates have very little to do with Switzerland. As a global money center, this is where money goes when it doesn’t want to be anywhere else – even to the point international financials are willing to accept zero return to be there. 

Eurodollar University's conversation w/Steve Van Metre

-------------------------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.
BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

China’s $300 Billion Pile of Bad Consumer Debt Threatens Economy
https://www.bloomberg.com/news/articles/2026-06-17/china-s-economy-recovery-threatened-by-300-billion-in-bad-consumer-debt

China’s Tilt to Bonds From Loans Gives PBOC Broader Easing Tool
https://www.bloomberg.com/news/articles/2026-06-18/china-s-tilt-to-bonds-from-loans-gives-pboc-broader-easing-tool

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Mon, 22 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1436 Swiss bond yields are almost back at zero. The key two-year instrument yields just a couple of basis points and is very likely going to be negative again relatively soon. As we know, Swiss interest rates have very little to do with Switzerland. As a global money center, this is where money goes when it doesn’t want to be anywhere else – even to the point international financials are willing to accept zero return to be there. 

Eurodollar University's conversation w/Steve Van Metre

-------------------------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.
BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

China’s $300 Billion Pile of Bad Consumer Debt Threatens Economy
https://www.bloomberg.com/news/articles/2026-06-17/china-s-economy-recovery-threatened-by-300-billion-in-bad-consumer-debt

China’s Tilt to Bonds From Loans Gives PBOC Broader Easing Tool
https://www.bloomberg.com/news/articles/2026-06-18/china-s-tilt-to-bonds-from-loans-gives-pboc-broader-easing-tool

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No A Rare Eurodollar Warning Signal Just EXPLODED 1417 1417 A Rare Eurodollar Warning Signal Just EXPLODED full 94e99fb8-5572-4bb4-a726-8d254070f290 https://share.transistor.fm/s/958fa836 Something very strange is happening in global markets and in particular one key eurodollar signal that hardly anyone pays much attention to. Everywhere you look, investors are acting like the party is back on. U.S. stocks are surging. Tech stocks are ripping. Semiconductors are 1999-ing it right now. But then there is Hong Kong. Its main stock index, the Hang Seng is not joining the celebration. It’s going in the opposite direction and has for some time now. That’s big because HK is a major Asian money center for not just mainland China. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

China’s $300 Billion Pile of Bad Consumer Debt Threatens Economy
https://www.bloomberg.com/news/articles/2026-06-17/china-s-economy-recovery-threatened-by-300-billion-in-bad-consumer-debt

China’s Tilt to Bonds From Loans Gives PBOC Broader Easing Tool
https://www.bloomberg.com/news/articles/2026-06-18/china-s-tilt-to-bonds-from-loans-gives-pboc-broader-easing-tool

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Something very strange is happening in global markets and in particular one key eurodollar signal that hardly anyone pays much attention to. Everywhere you look, investors are acting like the party is back on. U.S. stocks are surging. Tech stocks are ripping. Semiconductors are 1999-ing it right now. But then there is Hong Kong. Its main stock index, the Hang Seng is not joining the celebration. It’s going in the opposite direction and has for some time now. That’s big because HK is a major Asian money center for not just mainland China. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

China’s $300 Billion Pile of Bad Consumer Debt Threatens Economy
https://www.bloomberg.com/news/articles/2026-06-17/china-s-economy-recovery-threatened-by-300-billion-in-bad-consumer-debt

China’s Tilt to Bonds From Loans Gives PBOC Broader Easing Tool
https://www.bloomberg.com/news/articles/2026-06-18/china-s-tilt-to-bonds-from-loans-gives-pboc-broader-easing-tool

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Sun, 21 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1315 Something very strange is happening in global markets and in particular one key eurodollar signal that hardly anyone pays much attention to. Everywhere you look, investors are acting like the party is back on. U.S. stocks are surging. Tech stocks are ripping. Semiconductors are 1999-ing it right now. But then there is Hong Kong. Its main stock index, the Hang Seng is not joining the celebration. It’s going in the opposite direction and has for some time now. That’s big because HK is a major Asian money center for not just mainland China. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

China’s $300 Billion Pile of Bad Consumer Debt Threatens Economy
https://www.bloomberg.com/news/articles/2026-06-17/china-s-economy-recovery-threatened-by-300-billion-in-bad-consumer-debt

China’s Tilt to Bonds From Loans Gives PBOC Broader Easing Tool
https://www.bloomberg.com/news/articles/2026-06-18/china-s-tilt-to-bonds-from-loans-gives-pboc-broader-easing-tool

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No ALERT: Oil And Interest Rates Are PLUNGING, Here's What You Must Know 1416 1416 ALERT: Oil And Interest Rates Are PLUNGING, Here's What You Must Know full 7d111cc4-9ffa-48b9-aef6-dbfcb61d2de4 https://share.transistor.fm/s/dd1dc43e Oil prices are down big. And if you only looked at the headline, the explanation seems obvious: Iran peace deal, supply normalization, geopolitical risk premium coming out. Except that is not what the market is really saying. Or should I say markets plural. There is a lot going on across various curves that shed a very different light on the crude plunge. Big changes in Treasuries, huge, huge shift in TIPS, more than you’d think, and of course oil prices themselves. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.
BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

Oil Market Report - June 2026
https://www.iea.org/reports/oil-market-report-june-2026

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Oil prices are down big. And if you only looked at the headline, the explanation seems obvious: Iran peace deal, supply normalization, geopolitical risk premium coming out. Except that is not what the market is really saying. Or should I say markets plural. There is a lot going on across various curves that shed a very different light on the crude plunge. Big changes in Treasuries, huge, huge shift in TIPS, more than you’d think, and of course oil prices themselves. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.
BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

Oil Market Report - June 2026
https://www.iea.org/reports/oil-market-report-june-2026

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 19 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1204 Oil prices are down big. And if you only looked at the headline, the explanation seems obvious: Iran peace deal, supply normalization, geopolitical risk premium coming out. Except that is not what the market is really saying. Or should I say markets plural. There is a lot going on across various curves that shed a very different light on the crude plunge. Big changes in Treasuries, huge, huge shift in TIPS, more than you’d think, and of course oil prices themselves. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.
BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

Oil Market Report - June 2026
https://www.iea.org/reports/oil-market-report-june-2026

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No MASSIVE Private Credit Update, Here's What You Must know 1415 1415 MASSIVE Private Credit Update, Here's What You Must know full b2a5630b-be0a-46ea-80e8-49529ed976fb https://share.transistor.fm/s/229f44b3 Private credit is changing again. And this time, the story is not just that investors are still trying to pull money out. That is still happening, of course, with BlackRock the latest name too see a huge run. But now there is another problem. It is not only that current investors want out. It is that new investors aren’t coming in. That is a much bigger shift.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

Private Equity Faces Reckoning With Struggle to Clear Buyout Backlog
https://financialpost.com/pmn/business-pmn/private-equity-urged-to-capitulate-to-clear-buyout-backlog

Private credit boom cools as lending, flows slow sharply
https://www.reuters.com/legal/transactional/private-credit-boom-cools-lending-flows-slow-sharply-2026-06-05/

Investors choosier about private markets after turbulence, say pension fund advisers
https://finance.yahoo.com/markets/stocks/articles/investors-choosier-private-markets-turbulence-134931562.html

Morningstar Report Finds Semiliquid Fund Market Nears $600 Billion as Private Credit Loses Steam
https://newsroom.morningstar.com/news/news-details/2026/Morningstar-Report-Finds-Semiliquid-Fund-Market-Nears-600-Billion-as-Private-Credit-Loses-Steam/default.aspx

Essentials of Private Equity
https://www.blackstone.com/pws/essentials-of-private-equity/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Private credit is changing again. And this time, the story is not just that investors are still trying to pull money out. That is still happening, of course, with BlackRock the latest name too see a huge run. But now there is another problem. It is not only that current investors want out. It is that new investors aren’t coming in. That is a much bigger shift.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

Private Equity Faces Reckoning With Struggle to Clear Buyout Backlog
https://financialpost.com/pmn/business-pmn/private-equity-urged-to-capitulate-to-clear-buyout-backlog

Private credit boom cools as lending, flows slow sharply
https://www.reuters.com/legal/transactional/private-credit-boom-cools-lending-flows-slow-sharply-2026-06-05/

Investors choosier about private markets after turbulence, say pension fund advisers
https://finance.yahoo.com/markets/stocks/articles/investors-choosier-private-markets-turbulence-134931562.html

Morningstar Report Finds Semiliquid Fund Market Nears $600 Billion as Private Credit Loses Steam
https://newsroom.morningstar.com/news/news-details/2026/Morningstar-Report-Finds-Semiliquid-Fund-Market-Nears-600-Billion-as-Private-Credit-Loses-Steam/default.aspx

Essentials of Private Equity
https://www.blackstone.com/pws/essentials-of-private-equity/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 18 Jun 2026 11:07:33 -0400 Jeff Snider Jeff Snider 1361 Private credit is changing again. And this time, the story is not just that investors are still trying to pull money out. That is still happening, of course, with BlackRock the latest name too see a huge run. But now there is another problem. It is not only that current investors want out. It is that new investors aren’t coming in. That is a much bigger shift.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

Private Equity Faces Reckoning With Struggle to Clear Buyout Backlog
https://financialpost.com/pmn/business-pmn/private-equity-urged-to-capitulate-to-clear-buyout-backlog

Private credit boom cools as lending, flows slow sharply
https://www.reuters.com/legal/transactional/private-credit-boom-cools-lending-flows-slow-sharply-2026-06-05/

Investors choosier about private markets after turbulence, say pension fund advisers
https://finance.yahoo.com/markets/stocks/articles/investors-choosier-private-markets-turbulence-134931562.html

Morningstar Report Finds Semiliquid Fund Market Nears $600 Billion as Private Credit Loses Steam
https://newsroom.morningstar.com/news/news-details/2026/Morningstar-Report-Finds-Semiliquid-Fund-Market-Nears-600-Billion-as-Private-Credit-Loses-Steam/default.aspx

Essentials of Private Equity
https://www.blackstone.com/pws/essentials-of-private-equity/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China Confirms The Rumors...Is This The Start Of A Financial Crisis? 1414 1414 China Confirms The Rumors...Is This The Start Of A Financial Crisis? full ba4ede32-820f-4d15-b334-6888602e5a95 https://share.transistor.fm/s/fa6740bc China just hit another record, though not the kind officials want to talk about. Not record growth. Not record confidence. Not record consumer spending. A record decline in household borrowing. Chinese households are not just borrowing less. They are pulling back at a pace we have not seen before in comparable data. And that is the real warning because this is exactly where China’s worsening downturn becomes much harder to explain away.

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> China just hit another record, though not the kind officials want to talk about. Not record growth. Not record confidence. Not record consumer spending. A record decline in household borrowing. Chinese households are not just borrowing less. They are pulling back at a pace we have not seen before in comparable data. And that is the real warning because this is exactly where China’s worsening downturn becomes much harder to explain away.

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 17 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1326 China just hit another record, though not the kind officials want to talk about. Not record growth. Not record confidence. Not record consumer spending. A record decline in household borrowing. Chinese households are not just borrowing less. They are pulling back at a pace we have not seen before in comparable data. And that is the real warning because this is exactly where China’s worsening downturn becomes much harder to explain away.

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Everything You Need to Know About the Dollar in 21 Minutes 1413 1413 Everything You Need to Know About the Dollar in 21 Minutes full c913fc74-cc85-4242-b2ad-c159613c915c https://share.transistor.fm/s/78cf9b78 Most people think they understand the dollar. When the dollar goes up, they think that means America is strong. Good economy. Good policy. Maybe the Federal Reserve is doing a good job and investors are “choosing America.” And when the dollar goes down, they think that must be bad. Inflation. Debasement. Money printing. The end of dollar dominance and the famous “dollar doom” story. But what if those are completely backwards?

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Most people think they understand the dollar. When the dollar goes up, they think that means America is strong. Good economy. Good policy. Maybe the Federal Reserve is doing a good job and investors are “choosing America.” And when the dollar goes down, they think that must be bad. Inflation. Debasement. Money printing. The end of dollar dominance and the famous “dollar doom” story. But what if those are completely backwards?

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 16 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1273 Most people think they understand the dollar. When the dollar goes up, they think that means America is strong. Good economy. Good policy. Maybe the Federal Reserve is doing a good job and investors are “choosing America.” And when the dollar goes down, they think that must be bad. Inflation. Debasement. Money printing. The end of dollar dominance and the famous “dollar doom” story. But what if those are completely backwards?

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Now That Iran Is Done, The Real Oil Crisis Begins 1412 1412 Now That Iran Is Done, The Real Oil Crisis Begins full e9fa0c21-e1aa-476e-8392-5880e8b24040 https://share.transistor.fm/s/af3099a4 India is now being forced to ration diesel fuel for the first time maybe ever. At the same time, global stocks of crude oil are at their lowest since 2003. Even inventories here in the US have been drained to levels we haven’t witnessed in 20 years. In other words, as hopes for a peace deal with Iran rise, our attention must now turn to this critical next stage. While the conflict might subside, hopefully, this thing is far from over. 

Eurodollar University's conversation w/Steve Van Metre

-------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.
BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply
---------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home
-------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> India is now being forced to ration diesel fuel for the first time maybe ever. At the same time, global stocks of crude oil are at their lowest since 2003. Even inventories here in the US have been drained to levels we haven’t witnessed in 20 years. In other words, as hopes for a peace deal with Iran rise, our attention must now turn to this critical next stage. While the conflict might subside, hopefully, this thing is far from over. 

Eurodollar University's conversation w/Steve Van Metre

-------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.
BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply
---------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home
-------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Mon, 15 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1416 India is now being forced to ration diesel fuel for the first time maybe ever. At the same time, global stocks of crude oil are at their lowest since 2003. Even inventories here in the US have been drained to levels we haven’t witnessed in 20 years. In other words, as hopes for a peace deal with Iran rise, our attention must now turn to this critical next stage. While the conflict might subside, hopefully, this thing is far from over. 

Eurodollar University's conversation w/Steve Van Metre

-------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.
BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply
---------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home
-------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Europe Just Made Its Biggest Mistake Since 2008 1411 1411 Europe Just Made Its Biggest Mistake Since 2008 full 20312ede-7fbd-403e-aa10-3264147a116e https://share.transistor.fm/s/accb5177 The European Central Bank just raised rates on Thursday into an economy that is already shrinking. That sentence should sound familiar, because Europe has done this before. Not once. Twice. The two questions we now want to ask are, first, whether the ECB’s action will pull others including the Fed into this rate hiking gambit. Second, how long could they hang on hawking before they have to turn around. And what can the markets tell us about both. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.
BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply
---------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home
-------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> The European Central Bank just raised rates on Thursday into an economy that is already shrinking. That sentence should sound familiar, because Europe has done this before. Not once. Twice. The two questions we now want to ask are, first, whether the ECB’s action will pull others including the Fed into this rate hiking gambit. Second, how long could they hang on hawking before they have to turn around. And what can the markets tell us about both. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.
BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply
---------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home
-------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Sun, 14 Jun 2026 13:25:36 -0400 Jeff Snider Jeff Snider 1377 The European Central Bank just raised rates on Thursday into an economy that is already shrinking. That sentence should sound familiar, because Europe has done this before. Not once. Twice. The two questions we now want to ask are, first, whether the ECB’s action will pull others including the Fed into this rate hiking gambit. Second, how long could they hang on hawking before they have to turn around. And what can the markets tell us about both. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.
BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply
---------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home
-------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No ALERT: Gold Is Getting Liquidated, Here’s What You Must Know 1410 1410 ALERT: Gold Is Getting Liquidated, Here’s What You Must Know full 037be218-fc80-4c6c-b150-3b53536edd3d https://share.transistor.fm/s/acd491be Gold and silver have been crushed this week and we need to not only explain why, just as important what this drop is telling us about more than precious metals. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home
----------------------------------------------------------------------------------

]]> Gold and silver have been crushed this week and we need to not only explain why, just as important what this drop is telling us about more than precious metals. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home
----------------------------------------------------------------------------------

]]> Fri, 12 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 2446 Gold and silver have been crushed this week and we need to not only explain why, just as important what this drop is telling us about more than precious metals. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home
----------------------------------------------------------------------------------

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No OMG! Global Central Banks Just Hit the Panic Button (All at Once) 1409 1409 OMG! Global Central Banks Just Hit the Panic Button (All at Once) full 1f8f3ed1-1e8c-42a2-bf52-a76dbc26616a https://share.transistor.fm/s/38764ded The Asian currency crisis is escalating and it’s forcing governments all over the region to get desperate. From India to Indonesia, South Korea and Japan, their situations are becoming a genuine threat to stability. When a country’s currency falls because of a dollar shortage, it is not just a foreign-exchange problem. It is not just a bad day on a currency chart. It can become a destabilizing feedback loop.

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home
----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> The Asian currency crisis is escalating and it’s forcing governments all over the region to get desperate. From India to Indonesia, South Korea and Japan, their situations are becoming a genuine threat to stability. When a country’s currency falls because of a dollar shortage, it is not just a foreign-exchange problem. It is not just a bad day on a currency chart. It can become a destabilizing feedback loop.

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home
----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Thu, 11 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1386 The Asian currency crisis is escalating and it’s forcing governments all over the region to get desperate. From India to Indonesia, South Korea and Japan, their situations are becoming a genuine threat to stability. When a country’s currency falls because of a dollar shortage, it is not just a foreign-exchange problem. It is not just a bad day on a currency chart. It can become a destabilizing feedback loop.

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home
----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What Is the Credit Cycle, And Where Are We Now? 1408 1408 What Is the Credit Cycle, And Where Are We Now? full 7efd81be-3b27-481c-8a9d-8dd9aced6178 https://share.transistor.fm/s/a7459e42 What Is a Credit Cycle — and Where Are We in It? These are questions that keep coming up with everything that’s happening in…the credit market. Not just private credit and shadow banks, but thinking more broadly. Those are where all the downside signals are strongest and where all the excitement is right now. But credit cycles go beyond one sector’s garbage lending and cockroach production. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home
----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> What Is a Credit Cycle — and Where Are We in It? These are questions that keep coming up with everything that’s happening in…the credit market. Not just private credit and shadow banks, but thinking more broadly. Those are where all the downside signals are strongest and where all the excitement is right now. But credit cycles go beyond one sector’s garbage lending and cockroach production. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home
----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 10 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1322 What Is a Credit Cycle — and Where Are We in It? These are questions that keep coming up with everything that’s happening in…the credit market. Not just private credit and shadow banks, but thinking more broadly. Those are where all the downside signals are strongest and where all the excitement is right now. But credit cycles go beyond one sector’s garbage lending and cockroach production. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

Webinar June 2026: Why Smart Investors Keep Missing Every Major Economic Turning Point

It isn't that they're buying the wrong assets. They're using a broken map of the monetary system — and getting it wrong leads to catastrophic decisions. Let's fix that. 

Sunday, June 28 @ 5:30pm ET. Sign up below. 
https://webinar.eurodollar-university.com/home
----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global Bonds Are PLUNGING, Here's What that Means for the World 1407 1407 Global Bonds Are PLUNGING, Here's What that Means for the World full 6f41dc96-d73e-4e89-a790-8b3e1ee5e6e1 https://share.transistor.fm/s/614c6610 Bond yields rose sharply on Friday, but why? What you’ll hear is that inflation and a strong economy will force the Fed to hike. But that’s only half true – the possibility of the rate hike. All the rest of it, not so much. Both markets and American consumers agree wholeheartedly on all of it. In fact, on Friday, inflation expectations in Treasuries dropped to their lowest levels since early March. Yeah, lowest since the start of the conflict and they were never high to begin with.  

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Bond yields rose sharply on Friday, but why? What you’ll hear is that inflation and a strong economy will force the Fed to hike. But that’s only half true – the possibility of the rate hike. All the rest of it, not so much. Both markets and American consumers agree wholeheartedly on all of it. In fact, on Friday, inflation expectations in Treasuries dropped to their lowest levels since early March. Yeah, lowest since the start of the conflict and they were never high to begin with.  

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 09 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1314 Bond yields rose sharply on Friday, but why? What you’ll hear is that inflation and a strong economy will force the Fed to hike. But that’s only half true – the possibility of the rate hike. All the rest of it, not so much. Both markets and American consumers agree wholeheartedly on all of it. In fact, on Friday, inflation expectations in Treasuries dropped to their lowest levels since early March. Yeah, lowest since the start of the conflict and they were never high to begin with.  

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Dollar Tree Reveals Americans Have Hit Their Breaking Point 1406 1406 Dollar Tree Reveals Americans Have Hit Their Breaking Point full bf8bfeeb-fe80-4e13-b84d-cb2aa5c959c4 https://share.transistor.fm/s/dce334cb We’re used to seeing this kind of thing out of the payroll reports, but I don’t think anyone really expected this. Red flags are up all over the May data, coming from all sides. Not the least of which is the context behind all the big problems in the numbers. When dollar stores complain that consumers are no longer able to buy food from dollar stores, you know everything is really out of whack. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

US Small Business Hiring Plans Drop to Lowest Since May 2020
https://www.bloomberg.com/news/articles/2026-06-04/us-small-business-hiring-plans-drop-to-lowest-since-may-2020

Five Below Slides After Profit Beat as Retailer Flags Consumer Hit Over Oil High Prices
https://www.bloomberg.com/news/articles/2026-06-03/five-below-slides-after-profit-beat-as-retailer-flags-caution-over-consumer

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> We’re used to seeing this kind of thing out of the payroll reports, but I don’t think anyone really expected this. Red flags are up all over the May data, coming from all sides. Not the least of which is the context behind all the big problems in the numbers. When dollar stores complain that consumers are no longer able to buy food from dollar stores, you know everything is really out of whack. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

US Small Business Hiring Plans Drop to Lowest Since May 2020
https://www.bloomberg.com/news/articles/2026-06-04/us-small-business-hiring-plans-drop-to-lowest-since-may-2020

Five Below Slides After Profit Beat as Retailer Flags Consumer Hit Over Oil High Prices
https://www.bloomberg.com/news/articles/2026-06-03/five-below-slides-after-profit-beat-as-retailer-flags-caution-over-consumer

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Mon, 08 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1312 We’re used to seeing this kind of thing out of the payroll reports, but I don’t think anyone really expected this. Red flags are up all over the May data, coming from all sides. Not the least of which is the context behind all the big problems in the numbers. When dollar stores complain that consumers are no longer able to buy food from dollar stores, you know everything is really out of whack. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

US Small Business Hiring Plans Drop to Lowest Since May 2020
https://www.bloomberg.com/news/articles/2026-06-04/us-small-business-hiring-plans-drop-to-lowest-since-may-2020

Five Below Slides After Profit Beat as Retailer Flags Consumer Hit Over Oil High Prices
https://www.bloomberg.com/news/articles/2026-06-03/five-below-slides-after-profit-beat-as-retailer-flags-caution-over-consumer

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won't Believe What Europe Just Did To China 1405 1405 You Won't Believe What Europe Just Did To China full 3c9e0692-5675-40aa-b5d7-ff34080ff27c https://share.transistor.fm/s/f43ae6f7 Europe is preparing its public for something it has tried to avoid for years: a trade fight with China. While all eyes are on Iran and oil, the energy shock is only adding more urgency to a brewing economic battle between two of the world’s biggest markets. According to recent reports, the European Commission has already held closed-door discussions about the next steps against Beijing. The global trade wars are about to blow open.

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.
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To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply
---------------------------------------------------------------

https://www.youtube.com/TheEconomist

5 EU countries call for tougher trade weapons to tackle China
https://www.politico.eu/article/eu-china-economy-germany-tougher-trade-weapons/

Left With Few Choices, EU Braces for a Trade Fight With China
https://www.bloomberg.com/news/articles/2026-06-03/left-with-few-choices-eu-braces-for-a-trade-fight-with-china

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Europe is preparing its public for something it has tried to avoid for years: a trade fight with China. While all eyes are on Iran and oil, the energy shock is only adding more urgency to a brewing economic battle between two of the world’s biggest markets. According to recent reports, the European Commission has already held closed-door discussions about the next steps against Beijing. The global trade wars are about to blow open.

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.
BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply
---------------------------------------------------------------

https://www.youtube.com/TheEconomist

5 EU countries call for tougher trade weapons to tackle China
https://www.politico.eu/article/eu-china-economy-germany-tougher-trade-weapons/

Left With Few Choices, EU Braces for a Trade Fight With China
https://www.bloomberg.com/news/articles/2026-06-03/left-with-few-choices-eu-braces-for-a-trade-fight-with-china

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Sun, 07 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1268 Europe is preparing its public for something it has tried to avoid for years: a trade fight with China. While all eyes are on Iran and oil, the energy shock is only adding more urgency to a brewing economic battle between two of the world’s biggest markets. According to recent reports, the European Commission has already held closed-door discussions about the next steps against Beijing. The global trade wars are about to blow open.

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.
BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply
---------------------------------------------------------------

https://www.youtube.com/TheEconomist

5 EU countries call for tougher trade weapons to tackle China
https://www.politico.eu/article/eu-china-economy-germany-tougher-trade-weapons/

Left With Few Choices, EU Braces for a Trade Fight With China
https://www.bloomberg.com/news/articles/2026-06-03/left-with-few-choices-eu-braces-for-a-trade-fight-with-china

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: $79 Billion Fund Just Froze Investor Withdrawals 1404 1404 BREAKING: $79 Billion Fund Just Froze Investor Withdrawals full 02176d46-3aa7-4edb-bdf1-4c4bf5b3f1bd https://share.transistor.fm/s/0660f3a2 Blackstone’s flagship private credit fund just did something it had never done before. Investors tried to pull out about 10% of the fund’s shares. Blackstone finally and for the first time ever said, NO. The $79 billion Blackstone Private Credit Fund, known as B-CRED, told shareholders it would only allow 5% of shares to be redeemed. And this is where the story gets uncomfortable.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

Blackstone’s BCRED Caps Redemptions After Investors Seek 10%
https://www.bloomberg.com/news/articles/2026-06-04/blackstone-bcred-joins-private-credit-funds-limiting-redemptions

Ares’ Jacobson Slams ‘Disconnect’ Over Private Credit Headlines
https://www.bloomberg.com/news/articles/2026-06-04/ares-jacobson-slams-disconnect-over-private-credit-headlines

Private Credit’s Reckoning Is Written in the ‘Laws of Physics’
https://www.bloomberg.com/news/articles/2026-06-03/private-credit-s-reckoning-is-written-in-the-laws-of-physics

Ares Owed $547 Million After Collapse of Textor’s Eagle Football
https://www.bloomberg.com/news/articles/2026-06-03/ares-owed-547-million-after-collapse-of-textor-s-eagle-football

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Blackstone’s flagship private credit fund just did something it had never done before. Investors tried to pull out about 10% of the fund’s shares. Blackstone finally and for the first time ever said, NO. The $79 billion Blackstone Private Credit Fund, known as B-CRED, told shareholders it would only allow 5% of shares to be redeemed. And this is where the story gets uncomfortable.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

Blackstone’s BCRED Caps Redemptions After Investors Seek 10%
https://www.bloomberg.com/news/articles/2026-06-04/blackstone-bcred-joins-private-credit-funds-limiting-redemptions

Ares’ Jacobson Slams ‘Disconnect’ Over Private Credit Headlines
https://www.bloomberg.com/news/articles/2026-06-04/ares-jacobson-slams-disconnect-over-private-credit-headlines

Private Credit’s Reckoning Is Written in the ‘Laws of Physics’
https://www.bloomberg.com/news/articles/2026-06-03/private-credit-s-reckoning-is-written-in-the-laws-of-physics

Ares Owed $547 Million After Collapse of Textor’s Eagle Football
https://www.bloomberg.com/news/articles/2026-06-03/ares-owed-547-million-after-collapse-of-textor-s-eagle-football

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Fri, 05 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1187 Blackstone’s flagship private credit fund just did something it had never done before. Investors tried to pull out about 10% of the fund’s shares. Blackstone finally and for the first time ever said, NO. The $79 billion Blackstone Private Credit Fund, known as B-CRED, told shareholders it would only allow 5% of shares to be redeemed. And this is where the story gets uncomfortable.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

Blackstone’s BCRED Caps Redemptions After Investors Seek 10%
https://www.bloomberg.com/news/articles/2026-06-04/blackstone-bcred-joins-private-credit-funds-limiting-redemptions

Ares’ Jacobson Slams ‘Disconnect’ Over Private Credit Headlines
https://www.bloomberg.com/news/articles/2026-06-04/ares-jacobson-slams-disconnect-over-private-credit-headlines

Private Credit’s Reckoning Is Written in the ‘Laws of Physics’
https://www.bloomberg.com/news/articles/2026-06-03/private-credit-s-reckoning-is-written-in-the-laws-of-physics

Ares Owed $547 Million After Collapse of Textor’s Eagle Football
https://www.bloomberg.com/news/articles/2026-06-03/ares-owed-547-million-after-collapse-of-textor-s-eagle-football

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No OMG: Swiss Fund Triggers Mega Contagion 1403 1403 OMG: Swiss Fund Triggers Mega Contagion full 792b4f17-5f6f-49d2-aec6-ae7cee7fc8fc https://share.transistor.fm/s/de5994ca The private credit bust is no longer staying inside private credit. Investors are now pulling money out of a major Swiss private **equity** fund. As the guy once said, this is a big f-ing deal. For months, the story was supposed to be contained. A few private credit funds had redemption pressure. A few non-traded BDCs had to limit withdrawals. Some flighty investors supposedly misunderstood the liquidity terms. The industry’s defense was simple: this is not a credit crisis. This is just a liquidity education problem.

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

Fresh Investor Retreat Reignites Debate on Private Credit Peak
https://www.bloomberg.com/news/newsletters/2026-06-03/fresh-investor-exits-test-private-credit-faithful

Partners Caps Evergreen Fund Redemptions as Requests Rise
https://www.bloomberg.com/news/articles/2026-06-03/partners-group-gates-evergreen-fund-as-redemption-requests-rise

Weakest BDCs’ Bonds Risk Downgrade to Junk Within Six Months
https://www.bloomberg.com/news/articles/2026-05-29/weakest-bdcs-bonds-risk-downgrade-to-junk-within-six-months

Cliffwater Private Credit Fund Stung by 17% Redemption Requests
https://www.bloomberg.com/news/articles/2026-06-02/cliffwater-private-credit-fund-stung-by-17-redemption-requests

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> The private credit bust is no longer staying inside private credit. Investors are now pulling money out of a major Swiss private **equity** fund. As the guy once said, this is a big f-ing deal. For months, the story was supposed to be contained. A few private credit funds had redemption pressure. A few non-traded BDCs had to limit withdrawals. Some flighty investors supposedly misunderstood the liquidity terms. The industry’s defense was simple: this is not a credit crisis. This is just a liquidity education problem.

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

Fresh Investor Retreat Reignites Debate on Private Credit Peak
https://www.bloomberg.com/news/newsletters/2026-06-03/fresh-investor-exits-test-private-credit-faithful

Partners Caps Evergreen Fund Redemptions as Requests Rise
https://www.bloomberg.com/news/articles/2026-06-03/partners-group-gates-evergreen-fund-as-redemption-requests-rise

Weakest BDCs’ Bonds Risk Downgrade to Junk Within Six Months
https://www.bloomberg.com/news/articles/2026-05-29/weakest-bdcs-bonds-risk-downgrade-to-junk-within-six-months

Cliffwater Private Credit Fund Stung by 17% Redemption Requests
https://www.bloomberg.com/news/articles/2026-06-02/cliffwater-private-credit-fund-stung-by-17-redemption-requests

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Thu, 04 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1244 The private credit bust is no longer staying inside private credit. Investors are now pulling money out of a major Swiss private **equity** fund. As the guy once said, this is a big f-ing deal. For months, the story was supposed to be contained. A few private credit funds had redemption pressure. A few non-traded BDCs had to limit withdrawals. Some flighty investors supposedly misunderstood the liquidity terms. The industry’s defense was simple: this is not a credit crisis. This is just a liquidity education problem.

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

Fresh Investor Retreat Reignites Debate on Private Credit Peak
https://www.bloomberg.com/news/newsletters/2026-06-03/fresh-investor-exits-test-private-credit-faithful

Partners Caps Evergreen Fund Redemptions as Requests Rise
https://www.bloomberg.com/news/articles/2026-06-03/partners-group-gates-evergreen-fund-as-redemption-requests-rise

Weakest BDCs’ Bonds Risk Downgrade to Junk Within Six Months
https://www.bloomberg.com/news/articles/2026-05-29/weakest-bdcs-bonds-risk-downgrade-to-junk-within-six-months

Cliffwater Private Credit Fund Stung by 17% Redemption Requests
https://www.bloomberg.com/news/articles/2026-06-02/cliffwater-private-credit-fund-stung-by-17-redemption-requests

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WTF Just Happened Inside European Banks? 1402 1402 WTF Just Happened Inside European Banks? full c43fe93f-722d-474b-b3f1-75ba14a91d85 https://share.transistor.fm/s/a936ea7b European banks are doing something that looks irrational. The European Central Bank is increasingly likely to raise its short-term policy rates again. Oil prices are still elevated. Energy costs are feeding into headline inflation. ECB officials keep coming on hawkish. And normally, if you believe short-term rates are going higher, the last thing you’re going to do is rush into government bonds. But European banks are doing exactly that. And in huge amounts. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------
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https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> European banks are doing something that looks irrational. The European Central Bank is increasingly likely to raise its short-term policy rates again. Oil prices are still elevated. Energy costs are feeding into headline inflation. ECB officials keep coming on hawkish. And normally, if you believe short-term rates are going higher, the last thing you’re going to do is rush into government bonds. But European banks are doing exactly that. And in huge amounts. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.
BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply
---------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Wed, 03 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1231 European banks are doing something that looks irrational. The European Central Bank is increasingly likely to raise its short-term policy rates again. Oil prices are still elevated. Energy costs are feeding into headline inflation. ECB officials keep coming on hawkish. And normally, if you believe short-term rates are going higher, the last thing you’re going to do is rush into government bonds. But European banks are doing exactly that. And in huge amounts. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------
If you have a retirement account and you’ve been wondering whether crypto belongs inside it, BlockTrustIRA is something worth looking into. Most crypto IRA platforms are self-directed. They give you access, but you still have to decide what to buy, when to sell, and when to rebalance.
BlockTrustIRA is different. Right now, eligible viewers can get up to a $2,500 crypto bonus when they open and fund an account. Terms, conditions, funding minimums, and eligibility requirements apply.

To learn more, go to https://eurodollarcrypto.com.

This is a Paid advertisement. Not financial, investment, tax, or retirement advice. Crypto is volatile and may lose value. Past performance does not guarantee future results. Terms apply
---------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oil Just Triggered the Final Stage 1401 1401 Oil Just Triggered the Final Stage full 5f1087af-ab69-4720-91cb-365e4e84a4af https://share.transistor.fm/s/33917250 Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/k4lMFDZ or code euro50 for 50% Off Monarch Core tier.

Oil is rebounding again and we have to ask whether it might be the final blow for an economy that was already on the edge to begin with. After all, in yesterday’s video, steve and I showed you the income data that looks just like a recession. 

The energy shock is turning into something bigger. It is hitting consumers through gasoline and utility bills. It is hitting businesses through transportation, plastics, chemicals, shipping, and margins. It is hitting importers through their trade balances. And because oil is priced in dollars, we also have to consider the dollar part of this. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/eduhttps://youtu.be/olx4TSSz71w

]]> Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/k4lMFDZ or code euro50 for 50% Off Monarch Core tier.

Oil is rebounding again and we have to ask whether it might be the final blow for an economy that was already on the edge to begin with. After all, in yesterday’s video, steve and I showed you the income data that looks just like a recession. 

The energy shock is turning into something bigger. It is hitting consumers through gasoline and utility bills. It is hitting businesses through transportation, plastics, chemicals, shipping, and margins. It is hitting importers through their trade balances. And because oil is priced in dollars, we also have to consider the dollar part of this. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/eduhttps://youtu.be/olx4TSSz71w

]]> Tue, 02 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1389 Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/k4lMFDZ or code euro50 for 50% Off Monarch Core tier.

Oil is rebounding again and we have to ask whether it might be the final blow for an economy that was already on the edge to begin with. After all, in yesterday’s video, steve and I showed you the income data that looks just like a recession. 

The energy shock is turning into something bigger. It is hitting consumers through gasoline and utility bills. It is hitting businesses through transportation, plastics, chemicals, shipping, and margins. It is hitting importers through their trade balances. And because oil is priced in dollars, we also have to consider the dollar part of this. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/eduhttps://youtu.be/olx4TSSz71w

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T!! New Data Shows The Recession Actually Start 8 Months Ago!? 1400 1400 HOLY SH*T!! New Data Shows The Recession Actually Start 8 Months Ago!? full 3c3e3478-dadf-40f1-8560-40e8e3993309 https://share.transistor.fm/s/3a3d7a10 Did a recession strike the US economy starting in October? Not just the forgot how to grow kind we’ve been grappling with for the last several years, but the all-out, NBER-style, full-blown contraction. Take a look at the data and the charts in this video, let’s see what you think. And that data is coming from income series the NBER itself uses when it decides the recession question. 

Eurodollar University's Conversation w/ Steve Van Metre

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

CEOs Turn Pessimistic About US Economy as Supply Risks Mount
https://www.bloomberg.com/news/articles/2026-05-28/ceos-turn-pessimistic-about-us-economy-as-supply-risks-mount

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Did a recession strike the US economy starting in October? Not just the forgot how to grow kind we’ve been grappling with for the last several years, but the all-out, NBER-style, full-blown contraction. Take a look at the data and the charts in this video, let’s see what you think. And that data is coming from income series the NBER itself uses when it decides the recession question. 

Eurodollar University's Conversation w/ Steve Van Metre

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

CEOs Turn Pessimistic About US Economy as Supply Risks Mount
https://www.bloomberg.com/news/articles/2026-05-28/ceos-turn-pessimistic-about-us-economy-as-supply-risks-mount

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Mon, 01 Jun 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1313 Did a recession strike the US economy starting in October? Not just the forgot how to grow kind we’ve been grappling with for the last several years, but the all-out, NBER-style, full-blown contraction. Take a look at the data and the charts in this video, let’s see what you think. And that data is coming from income series the NBER itself uses when it decides the recession question. 

Eurodollar University's Conversation w/ Steve Van Metre

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

CEOs Turn Pessimistic About US Economy as Supply Risks Mount
https://www.bloomberg.com/news/articles/2026-05-28/ceos-turn-pessimistic-about-us-economy-as-supply-risks-mount

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Canada Sends HUGE WARNING & its SPREADING To The Rest of The World 1399 1399 Canada Sends HUGE WARNING & its SPREADING To The Rest of The World full 0669c9c2-ef58-4fd3-9fab-e14245622dbe https://share.transistor.fm/s/06523a18 Canada just “unexpectedly” fell into a technical recession. But the important part is not just that Canada contracted. The important part is that Canada’s contraction is lining up with the same weakness now spreading through France, the UK, Germany, Sweden, Mexico, and increasingly the rest of the global system. As one result, central bankers hawkishness is starting to seriously evaporate.

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Starting today, I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Canada just “unexpectedly” fell into a technical recession. But the important part is not just that Canada contracted. The important part is that Canada’s contraction is lining up with the same weakness now spreading through France, the UK, Germany, Sweden, Mexico, and increasingly the rest of the global system. As one result, central bankers hawkishness is starting to seriously evaporate.

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Starting today, I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Sun, 31 May 2026 18:47:56 -0400 Jeff Snider Jeff Snider 1309 Canada just “unexpectedly” fell into a technical recession. But the important part is not just that Canada contracted. The important part is that Canada’s contraction is lining up with the same weakness now spreading through France, the UK, Germany, Sweden, Mexico, and increasingly the rest of the global system. As one result, central bankers hawkishness is starting to seriously evaporate.

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Starting today, I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Institutions Want Out… But Private Credit Won’t Let Them Leave 1398 1398 Institutions Want Out… But Private Credit Won’t Let Them Leave full ec45df6b-0594-493a-8fa0-77f721a24bc4 https://share.transistor.fm/s/4d455628 Private credit has a new problem, and this one is different. For months, the story has been retail investors pulling money from private credit funds. But now we have something else. A Swiss pension fund redeeming shares from a Vista private credit vehicle helped force that fund to limit withdrawals. And that's before asking the question: is software credit the new subprime mortgage?

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

One Big Private Credit Investor Forced Vista’s Fund to Limit Redemptions
https://www.bloomberg.com/news/articles/2026-05-27/one-big-private-credit-investor-forced-vista-s-fund-to-limit-redemptions

New CLOs at Blackstone, Guggenheim Boast Key Perk: Less Software
https://www.bloomberg.com/news/articles/2026-05-27/new-clos-at-blackstone-guggenheim-boast-key-perk-less-software

Private Credit’s Exposure to Ailing Software Industry Is Bigger Than Advertised
https://www.wsj.com/finance/investing/private-credits-exposure-to-ailing-software-industry-is-bigger-than-advertised-d80da378

Cracks in Private Credit
https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/cracks-in-private-credit/TOM_private%20credit_Redacted.pdf

Myth-busting: Private credit liquidity
https://blog.landg.com/categories/investment-strategy/myth-busting-private-credit-liquidity/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Private credit has a new problem, and this one is different. For months, the story has been retail investors pulling money from private credit funds. But now we have something else. A Swiss pension fund redeeming shares from a Vista private credit vehicle helped force that fund to limit withdrawals. And that's before asking the question: is software credit the new subprime mortgage?

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

One Big Private Credit Investor Forced Vista’s Fund to Limit Redemptions
https://www.bloomberg.com/news/articles/2026-05-27/one-big-private-credit-investor-forced-vista-s-fund-to-limit-redemptions

New CLOs at Blackstone, Guggenheim Boast Key Perk: Less Software
https://www.bloomberg.com/news/articles/2026-05-27/new-clos-at-blackstone-guggenheim-boast-key-perk-less-software

Private Credit’s Exposure to Ailing Software Industry Is Bigger Than Advertised
https://www.wsj.com/finance/investing/private-credits-exposure-to-ailing-software-industry-is-bigger-than-advertised-d80da378

Cracks in Private Credit
https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/cracks-in-private-credit/TOM_private%20credit_Redacted.pdf

Myth-busting: Private credit liquidity
https://blog.landg.com/categories/investment-strategy/myth-busting-private-credit-liquidity/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 29 May 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1311 Private credit has a new problem, and this one is different. For months, the story has been retail investors pulling money from private credit funds. But now we have something else. A Swiss pension fund redeeming shares from a Vista private credit vehicle helped force that fund to limit withdrawals. And that's before asking the question: is software credit the new subprime mortgage?

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

One Big Private Credit Investor Forced Vista’s Fund to Limit Redemptions
https://www.bloomberg.com/news/articles/2026-05-27/one-big-private-credit-investor-forced-vista-s-fund-to-limit-redemptions

New CLOs at Blackstone, Guggenheim Boast Key Perk: Less Software
https://www.bloomberg.com/news/articles/2026-05-27/new-clos-at-blackstone-guggenheim-boast-key-perk-less-software

Private Credit’s Exposure to Ailing Software Industry Is Bigger Than Advertised
https://www.wsj.com/finance/investing/private-credits-exposure-to-ailing-software-industry-is-bigger-than-advertised-d80da378

Cracks in Private Credit
https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/cracks-in-private-credit/TOM_private%20credit_Redacted.pdf

Myth-busting: Private credit liquidity
https://blog.landg.com/categories/investment-strategy/myth-busting-private-credit-liquidity/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No JP Morgan Just Confirmed the Worst-Case Scenario 1397 1397 JP Morgan Just Confirmed the Worst-Case Scenario full 202c3461-f905-4df2-bacb-45b238781ac5 https://share.transistor.fm/s/5d002255 JPMorgan just took the Goldilocks off the table. That is not a minor forecast change or some little tweak to a spreadsheet buried on page 47 of a Wall Street outlook. When one of the biggest banks in the world says “Goldilocks is leaving the building” and starts worrying about a **negative growth shock**, what they’re really saying is something big has changed. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

'Goldilocks is leaving the building': JPMorgan predicts negative growth shock
https://www.msn.com/en-us/money/markets/goldilocks-is-leaving-the-building-jpmorgan-predicts-negative-growth-shock/ar-AA24066Q

Sahm Says Sahm Rule Meant To Be Broken
https://www.bloomberg.com/news/videos/2024-08-08/claudia-sahm-says-the-sahm-rule-was-meant-to-be-broken-video

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> JPMorgan just took the Goldilocks off the table. That is not a minor forecast change or some little tweak to a spreadsheet buried on page 47 of a Wall Street outlook. When one of the biggest banks in the world says “Goldilocks is leaving the building” and starts worrying about a **negative growth shock**, what they’re really saying is something big has changed. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

'Goldilocks is leaving the building': JPMorgan predicts negative growth shock
https://www.msn.com/en-us/money/markets/goldilocks-is-leaving-the-building-jpmorgan-predicts-negative-growth-shock/ar-AA24066Q

Sahm Says Sahm Rule Meant To Be Broken
https://www.bloomberg.com/news/videos/2024-08-08/claudia-sahm-says-the-sahm-rule-was-meant-to-be-broken-video

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 28 May 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1180 JPMorgan just took the Goldilocks off the table. That is not a minor forecast change or some little tweak to a spreadsheet buried on page 47 of a Wall Street outlook. When one of the biggest banks in the world says “Goldilocks is leaving the building” and starts worrying about a **negative growth shock**, what they’re really saying is something big has changed. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

'Goldilocks is leaving the building': JPMorgan predicts negative growth shock
https://www.msn.com/en-us/money/markets/goldilocks-is-leaving-the-building-jpmorgan-predicts-negative-growth-shock/ar-AA24066Q

Sahm Says Sahm Rule Meant To Be Broken
https://www.bloomberg.com/news/videos/2024-08-08/claudia-sahm-says-the-sahm-rule-was-meant-to-be-broken-video

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Texas and Florida Just Sent a HUGE Warning to the Housing Market 1396 1396 Texas and Florida Just Sent a HUGE Warning to the Housing Market full 4165ddb3-95da-4048-b720-b5932dccc6ea https://share.transistor.fm/s/e92afde5 Home prices are now doing something they were not supposed to do. After years of being told that housing was poised to make a strong comeback and that prices were going to accelerate upward, the latest national housing data is saying something very different: the lowest price rate in fourteen years, going all the way back to the bottom of the Big Housing Bust in 2012.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Home prices are now doing something they were not supposed to do. After years of being told that housing was poised to make a strong comeback and that prices were going to accelerate upward, the latest national housing data is saying something very different: the lowest price rate in fourteen years, going all the way back to the bottom of the Big Housing Bust in 2012.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 27 May 2026 07:01:38 -0400 Jeff Snider Jeff Snider 1155 Home prices are now doing something they were not supposed to do. After years of being told that housing was poised to make a strong comeback and that prices were going to accelerate upward, the latest national housing data is saying something very different: the lowest price rate in fourteen years, going all the way back to the bottom of the Big Housing Bust in 2012.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Goldman Sachs Just Confirmed the Worst-Case Scenario 1395 1395 Goldman Sachs Just Confirmed the Worst-Case Scenario full a4a6a22f-c319-4a48-993b-6c4e49d5e12b https://share.transistor.fm/s/88b5cbb4 For the first time in this cycle, the money going out of major private credit vehicles has surpassed the money coming in. That is the headline, how private credit machine is now facing sustained investor outflows. Stage 2. And here’s the other big part of that – these net outflows are indeed forcing asset sales onto an industry that was never really built for this. That means we’re already deeper into Stage 2 than most people would think.  

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

Private Credit BDC Redemptions Exceed Fundraising for First Time
https://www.bloomberg.com/news/articles/2026-05-14/private-credit-bdc-redemptions-exceed-fundraising-for-first-time

Private Credit’s Unthinkable Becomes Reality as Trading Revs Up
https://www.bloomberg.com/news/articles/2026-05-21/private-credit-s-unthinkable-becomes-reality-as-trading-revs-up

Fitch Ratings’ U.S. Private Credit Default Rate Hits a High of 6.0% in April 2026
https://www.fitchratings.com/research/corporate-finance/fitch-ratings-us-private-credit-default-rate-hits-high-of-6-0-in-april-2026-18-05-2026?cs=0&hl=en-US&biw=1600&bih=731

Private Credit Fund Touts Quick Profit Buying Debt at 65 Cents
https://www.bloomberg.com/news/articles/2026-05-05/private-credit-fund-touts-quick-profit-buying-debt-at-65-cents

Goldman Sachs Private Credit Fund’s Share of Bad Loans Rises
https://www.bloomberg.com/news/articles/2026-05-07/goldman-sachs-private-credit-fund-s-share-of-bad-loans-increases

HSBC Drags Feet on $4 Billion Private Credit Investment Effort
https://www.bloomberg.com/news/articles/2026-05-15/hsbc-drags-feet-on-4-billion-private-credit-investment-effort

AMP Trims ‘Frothy’ Private Credit Assets in Investment Pivot
https://www.bloomberg.com/news/articles/2026-05-18/amp-trims-frothy-private-credit-assets-in-investment-pivot

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> For the first time in this cycle, the money going out of major private credit vehicles has surpassed the money coming in. That is the headline, how private credit machine is now facing sustained investor outflows. Stage 2. And here’s the other big part of that – these net outflows are indeed forcing asset sales onto an industry that was never really built for this. That means we’re already deeper into Stage 2 than most people would think.  

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

Private Credit BDC Redemptions Exceed Fundraising for First Time
https://www.bloomberg.com/news/articles/2026-05-14/private-credit-bdc-redemptions-exceed-fundraising-for-first-time

Private Credit’s Unthinkable Becomes Reality as Trading Revs Up
https://www.bloomberg.com/news/articles/2026-05-21/private-credit-s-unthinkable-becomes-reality-as-trading-revs-up

Fitch Ratings’ U.S. Private Credit Default Rate Hits a High of 6.0% in April 2026
https://www.fitchratings.com/research/corporate-finance/fitch-ratings-us-private-credit-default-rate-hits-high-of-6-0-in-april-2026-18-05-2026?cs=0&hl=en-US&biw=1600&bih=731

Private Credit Fund Touts Quick Profit Buying Debt at 65 Cents
https://www.bloomberg.com/news/articles/2026-05-05/private-credit-fund-touts-quick-profit-buying-debt-at-65-cents

Goldman Sachs Private Credit Fund’s Share of Bad Loans Rises
https://www.bloomberg.com/news/articles/2026-05-07/goldman-sachs-private-credit-fund-s-share-of-bad-loans-increases

HSBC Drags Feet on $4 Billion Private Credit Investment Effort
https://www.bloomberg.com/news/articles/2026-05-15/hsbc-drags-feet-on-4-billion-private-credit-investment-effort

AMP Trims ‘Frothy’ Private Credit Assets in Investment Pivot
https://www.bloomberg.com/news/articles/2026-05-18/amp-trims-frothy-private-credit-assets-in-investment-pivot

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 26 May 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1234 For the first time in this cycle, the money going out of major private credit vehicles has surpassed the money coming in. That is the headline, how private credit machine is now facing sustained investor outflows. Stage 2. And here’s the other big part of that – these net outflows are indeed forcing asset sales onto an industry that was never really built for this. That means we’re already deeper into Stage 2 than most people would think.  

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

Private Credit BDC Redemptions Exceed Fundraising for First Time
https://www.bloomberg.com/news/articles/2026-05-14/private-credit-bdc-redemptions-exceed-fundraising-for-first-time

Private Credit’s Unthinkable Becomes Reality as Trading Revs Up
https://www.bloomberg.com/news/articles/2026-05-21/private-credit-s-unthinkable-becomes-reality-as-trading-revs-up

Fitch Ratings’ U.S. Private Credit Default Rate Hits a High of 6.0% in April 2026
https://www.fitchratings.com/research/corporate-finance/fitch-ratings-us-private-credit-default-rate-hits-high-of-6-0-in-april-2026-18-05-2026?cs=0&hl=en-US&biw=1600&bih=731

Private Credit Fund Touts Quick Profit Buying Debt at 65 Cents
https://www.bloomberg.com/news/articles/2026-05-05/private-credit-fund-touts-quick-profit-buying-debt-at-65-cents

Goldman Sachs Private Credit Fund’s Share of Bad Loans Rises
https://www.bloomberg.com/news/articles/2026-05-07/goldman-sachs-private-credit-fund-s-share-of-bad-loans-increases

HSBC Drags Feet on $4 Billion Private Credit Investment Effort
https://www.bloomberg.com/news/articles/2026-05-15/hsbc-drags-feet-on-4-billion-private-credit-investment-effort

AMP Trims ‘Frothy’ Private Credit Assets in Investment Pivot
https://www.bloomberg.com/news/articles/2026-05-18/amp-trims-frothy-private-credit-assets-in-investment-pivot

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It’s Official: Europe’s Recession Has Begun 1394 1394 It’s Official: Europe’s Recession Has Begun full 68fac360-f781-4a30-b74e-7b3dfe9567ae https://share.transistor.fm/s/f39bb7b4 While rumors and reports swirl about a possible Iran deal, the clock is still ticking for an economy that’s way too close to the point of no return on the energy shock. In fact, for Europe, there is a nontrivial chance it’s already gone past. With the latest data out on Friday, the economic numbers for May so far got slammed. It increasingly looks like Europe may have already gone over the cliff with S&P describing France as in a quote “dire” situation.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Or go even deeper with our Deep Dive Analysis. Get all the tools to fill in the huge gaps you didn't even know were there. 
Click the link to visit https://eurodollar.university/memberships and join today.
---------------------------------------------------------------------------

SPG France May 2026 PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/f0ad28c72bfd49949cf67d52daf16aee

SPG Eurozone May 2026 PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/cfc7983038764cd0bf61ed86b6d27a52

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> While rumors and reports swirl about a possible Iran deal, the clock is still ticking for an economy that’s way too close to the point of no return on the energy shock. In fact, for Europe, there is a nontrivial chance it’s already gone past. With the latest data out on Friday, the economic numbers for May so far got slammed. It increasingly looks like Europe may have already gone over the cliff with S&P describing France as in a quote “dire” situation.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Or go even deeper with our Deep Dive Analysis. Get all the tools to fill in the huge gaps you didn't even know were there. 
Click the link to visit https://eurodollar.university/memberships and join today.
---------------------------------------------------------------------------

SPG France May 2026 PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/f0ad28c72bfd49949cf67d52daf16aee

SPG Eurozone May 2026 PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/cfc7983038764cd0bf61ed86b6d27a52

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 25 May 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1346 While rumors and reports swirl about a possible Iran deal, the clock is still ticking for an economy that’s way too close to the point of no return on the energy shock. In fact, for Europe, there is a nontrivial chance it’s already gone past. With the latest data out on Friday, the economic numbers for May so far got slammed. It increasingly looks like Europe may have already gone over the cliff with S&P describing France as in a quote “dire” situation.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Or go even deeper with our Deep Dive Analysis. Get all the tools to fill in the huge gaps you didn't even know were there. 
Click the link to visit https://eurodollar.university/memberships and join today.
---------------------------------------------------------------------------

SPG France May 2026 PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/f0ad28c72bfd49949cf67d52daf16aee

SPG Eurozone May 2026 PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/cfc7983038764cd0bf61ed86b6d27a52

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No ALERT: The Dollar Is Spiking While Interest Rates Crash… Here’s Why 1393 1393 ALERT: The Dollar Is Spiking While Interest Rates Crash… Here’s Why full 1b849172-e009-48f1-8aaa-565e4fab079b https://share.transistor.fm/s/af4ad34d The dollar is rising again, and this time the pressure is showing up right across Asia. The Japanese yen is weak.  The South Korean won is tumbling.  The Indonesian rupiah is crashing. The Indian rupee keeps finding new ways to give officials fits. At the same time the dollar is rising against these Asian currencies, the very front of the U.S. dollar interest-rate market is doing something absolutely incredible. Shocking even. Completely the opposite of what you’d think. And here’s the thing – these two developments are related. Why the dollar is hammering Asia most of all and how that would play out in rates. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The dollar is rising again, and this time the pressure is showing up right across Asia. The Japanese yen is weak.  The South Korean won is tumbling.  The Indonesian rupiah is crashing. The Indian rupee keeps finding new ways to give officials fits. At the same time the dollar is rising against these Asian currencies, the very front of the U.S. dollar interest-rate market is doing something absolutely incredible. Shocking even. Completely the opposite of what you’d think. And here’s the thing – these two developments are related. Why the dollar is hammering Asia most of all and how that would play out in rates. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 24 May 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1196 The dollar is rising again, and this time the pressure is showing up right across Asia. The Japanese yen is weak.  The South Korean won is tumbling.  The Indonesian rupiah is crashing. The Indian rupee keeps finding new ways to give officials fits. At the same time the dollar is rising against these Asian currencies, the very front of the U.S. dollar interest-rate market is doing something absolutely incredible. Shocking even. Completely the opposite of what you’d think. And here’s the thing – these two developments are related. Why the dollar is hammering Asia most of all and how that would play out in rates. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Lowe's Just Gave A DIRE Warning About Consumers 1392 1392 Lowe's Just Gave A DIRE Warning About Consumers full 24423251-b407-4ce9-813d-4420522fb733 https://share.transistor.fm/s/85c75d38 Lowe’s had some more bad news about the American consumer. CEO Marvin Ellison said “This has been the most difficult housing market that I have faced in this business since the financial crisis.” Lowe’s is hardly alone. Walmart said higher income shoppers are still trading down while lower income Americans are, well, they’re running out of their tax refund money. And then there is Kroger. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

Flash PMI signals subdued growth in May amid price surge
https://www.pmi.spglobal.com/Public/Home/PressRelease/d7a15ea4f43c4e3493db3814db67ad99

Lowe's CEO says this is the 'most difficult housing market' since the financial crisis
https://finance.yahoo.com/markets/stocks/article/lowes-ceo-says-this-is-the-most-difficult-housing-market-since-the-financial-crisis-170512082.html

Kroger Plans Biggest Price Cuts In Years to Take On Walmart, Costco
https://www.bloomberg.com/news/articles/2026-05-21/kroger-plans-biggest-price-cuts-in-years-to-take-on-walmart-costco

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Lowe’s had some more bad news about the American consumer. CEO Marvin Ellison said “This has been the most difficult housing market that I have faced in this business since the financial crisis.” Lowe’s is hardly alone. Walmart said higher income shoppers are still trading down while lower income Americans are, well, they’re running out of their tax refund money. And then there is Kroger. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

Flash PMI signals subdued growth in May amid price surge
https://www.pmi.spglobal.com/Public/Home/PressRelease/d7a15ea4f43c4e3493db3814db67ad99

Lowe's CEO says this is the 'most difficult housing market' since the financial crisis
https://finance.yahoo.com/markets/stocks/article/lowes-ceo-says-this-is-the-most-difficult-housing-market-since-the-financial-crisis-170512082.html

Kroger Plans Biggest Price Cuts In Years to Take On Walmart, Costco
https://www.bloomberg.com/news/articles/2026-05-21/kroger-plans-biggest-price-cuts-in-years-to-take-on-walmart-costco

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Fri, 22 May 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1212 Lowe’s had some more bad news about the American consumer. CEO Marvin Ellison said “This has been the most difficult housing market that I have faced in this business since the financial crisis.” Lowe’s is hardly alone. Walmart said higher income shoppers are still trading down while lower income Americans are, well, they’re running out of their tax refund money. And then there is Kroger. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

Flash PMI signals subdued growth in May amid price surge
https://www.pmi.spglobal.com/Public/Home/PressRelease/d7a15ea4f43c4e3493db3814db67ad99

Lowe's CEO says this is the 'most difficult housing market' since the financial crisis
https://finance.yahoo.com/markets/stocks/article/lowes-ceo-says-this-is-the-most-difficult-housing-market-since-the-financial-crisis-170512082.html

Kroger Plans Biggest Price Cuts In Years to Take On Walmart, Costco
https://www.bloomberg.com/news/articles/2026-05-21/kroger-plans-biggest-price-cuts-in-years-to-take-on-walmart-costco

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. 

You can find me here: https://bravais.social/profile/edu

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Something REALLY Strange Just Happened to Interest Rates 1391 1391 Something REALLY Strange Just Happened to Interest Rates full 5eb31d6d-a41c-443f-826f-a1510d26858c https://share.transistor.fm/s/48fc6085 Treasury yields have finally made a sizable move upward. The 2-year Treasury has pushed to new multi-month highs. The 10-year got as high as 4.70%. And instantly, the usual question shows up:
Is the bond market finally repricing real inflation risk? Or is this another hurricane warning where everyone looks at the headline number, panics for five minutes, and misses what the curve is actually saying? Make that curve-S.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Treasury yields have finally made a sizable move upward. The 2-year Treasury has pushed to new multi-month highs. The 10-year got as high as 4.70%. And instantly, the usual question shows up:
Is the bond market finally repricing real inflation risk? Or is this another hurricane warning where everyone looks at the headline number, panics for five minutes, and misses what the curve is actually saying? Make that curve-S.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 21 May 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1348 Treasury yields have finally made a sizable move upward. The 2-year Treasury has pushed to new multi-month highs. The 10-year got as high as 4.70%. And instantly, the usual question shows up:
Is the bond market finally repricing real inflation risk? Or is this another hurricane warning where everyone looks at the headline number, panics for five minutes, and misses what the curve is actually saying? Make that curve-S.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No LEAKED: China Sends HUGE WARNING To Financial System & its SPREADING To The Rest of The World 1390 1390 LEAKED: China Sends HUGE WARNING To Financial System & its SPREADING To The Rest of The World full 93c2e69c-46b1-4963-b91d-36112af9119a https://share.transistor.fm/s/439b203a China’s downturn just produced a major hit and it has officials stumped. It was the kind of bad that confirms almost everything already showing up in China’s credit data, banking system, property market, and bond market. Retail sales nearly cracked. Worst month since the lockdowns. Fixed asset investment is crashing again. Yes, crashing. Industrial production, which had been one of the few remaining bright spots, suddenly didn’t look so bright. Home prices were down for the twelfth straight time. It was ugly in every direction. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> China’s downturn just produced a major hit and it has officials stumped. It was the kind of bad that confirms almost everything already showing up in China’s credit data, banking system, property market, and bond market. Retail sales nearly cracked. Worst month since the lockdowns. Fixed asset investment is crashing again. Yes, crashing. Industrial production, which had been one of the few remaining bright spots, suddenly didn’t look so bright. Home prices were down for the twelfth straight time. It was ugly in every direction. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 20 May 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1381 China’s downturn just produced a major hit and it has officials stumped. It was the kind of bad that confirms almost everything already showing up in China’s credit data, banking system, property market, and bond market. Retail sales nearly cracked. Worst month since the lockdowns. Fixed asset investment is crashing again. Yes, crashing. Industrial production, which had been one of the few remaining bright spots, suddenly didn’t look so bright. Home prices were down for the twelfth straight time. It was ugly in every direction. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Omg… ANOTHER Black Rock Fund Just Went Under 1389 1389 Omg… ANOTHER Black Rock Fund Just Went Under full a72e4563-c024-454c-a86a-b5940274ed66 https://share.transistor.fm/s/23856853 The Justice Department is now probing valuations at a BlackRock private credit fund. That sentence should stop everyone cold. Not because BlackRock is about to disappear. It isn’t. Not because one fund valuation probe means anyone has been proven to have done anything wrong. It doesn’t. A probe is not a conviction, and we need to be clear about that. But because the single biggest weakness in private credit has always been valuations.


Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Or go even deeper with our Deep Dive Analysis. Get all the tools to fill in the huge gaps you didn't even know were there. 
Click the link to visit https://eurodollar.university/memberships and join today.
---------------------------------------------------------------------------

BlackRock Private Credit Fund’s Valuations Are Probed by DOJ
https://www.bloomberg.com/news/articles/2026-05-15/blackrock-private-credit-fund-s-valuations-being-probed-by-doj

Buybacks, Revamps, Deals: Firms Dig Deep to Fix Problem Private Credit Funds
https://www.bloomberg.com/news/articles/2026-05-14/private-credit-crisis-has-kkr-apollo-blackrock-tackling-problem-funds

Carlyle BDC Cuts Dividend Even As It Flags Better Credit Market
https://www.bloomberg.com/news/articles/2026-05-11/carlyle-bdc-cuts-dividend-even-as-it-flags-better-credit-market

Blue Owl Says It Will Be More Selective Making Software Loans
https://www.bloomberg.com/news/articles/2026-05-06/blue-owl-bdcs-buy-back-85-million-of-shares-as-loan-values-sink

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Justice Department is now probing valuations at a BlackRock private credit fund. That sentence should stop everyone cold. Not because BlackRock is about to disappear. It isn’t. Not because one fund valuation probe means anyone has been proven to have done anything wrong. It doesn’t. A probe is not a conviction, and we need to be clear about that. But because the single biggest weakness in private credit has always been valuations.


Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Or go even deeper with our Deep Dive Analysis. Get all the tools to fill in the huge gaps you didn't even know were there. 
Click the link to visit https://eurodollar.university/memberships and join today.
---------------------------------------------------------------------------

BlackRock Private Credit Fund’s Valuations Are Probed by DOJ
https://www.bloomberg.com/news/articles/2026-05-15/blackrock-private-credit-fund-s-valuations-being-probed-by-doj

Buybacks, Revamps, Deals: Firms Dig Deep to Fix Problem Private Credit Funds
https://www.bloomberg.com/news/articles/2026-05-14/private-credit-crisis-has-kkr-apollo-blackrock-tackling-problem-funds

Carlyle BDC Cuts Dividend Even As It Flags Better Credit Market
https://www.bloomberg.com/news/articles/2026-05-11/carlyle-bdc-cuts-dividend-even-as-it-flags-better-credit-market

Blue Owl Says It Will Be More Selective Making Software Loans
https://www.bloomberg.com/news/articles/2026-05-06/blue-owl-bdcs-buy-back-85-million-of-shares-as-loan-values-sink

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 19 May 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1363 The Justice Department is now probing valuations at a BlackRock private credit fund. That sentence should stop everyone cold. Not because BlackRock is about to disappear. It isn’t. Not because one fund valuation probe means anyone has been proven to have done anything wrong. It doesn’t. A probe is not a conviction, and we need to be clear about that. But because the single biggest weakness in private credit has always been valuations.


Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Or go even deeper with our Deep Dive Analysis. Get all the tools to fill in the huge gaps you didn't even know were there. 
Click the link to visit https://eurodollar.university/memberships and join today.
---------------------------------------------------------------------------

BlackRock Private Credit Fund’s Valuations Are Probed by DOJ
https://www.bloomberg.com/news/articles/2026-05-15/blackrock-private-credit-fund-s-valuations-being-probed-by-doj

Buybacks, Revamps, Deals: Firms Dig Deep to Fix Problem Private Credit Funds
https://www.bloomberg.com/news/articles/2026-05-14/private-credit-crisis-has-kkr-apollo-blackrock-tackling-problem-funds

Carlyle BDC Cuts Dividend Even As It Flags Better Credit Market
https://www.bloomberg.com/news/articles/2026-05-11/carlyle-bdc-cuts-dividend-even-as-it-flags-better-credit-market

Blue Owl Says It Will Be More Selective Making Software Loans
https://www.bloomberg.com/news/articles/2026-05-06/blue-owl-bdcs-buy-back-85-million-of-shares-as-loan-values-sink

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Europe Just Sent a MASSIVE Warning to the World 1388 1388 Europe Just Sent a MASSIVE Warning to the World full 34fcd555-aad5-452f-b08b-d85b3369ec5e https://share.transistor.fm/s/c1d02a85 While the ECB and other central banks, maybe even the Fed, are likely to overreact to oil prices by raising their policy rates, suddenly that possibility isn’t so straightforward. Even in Europe where policymakers are the most aggressively hawkish, several officials have come forward expressing major doubts on the inflation narrative, focusing instead on what’s already going on with demand especially for workers. And that’s not oil, two of the world’s leading energy agencies just slashed their own demand forecasts to levels you only see in periods like 2020 or 2009. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> While the ECB and other central banks, maybe even the Fed, are likely to overreact to oil prices by raising their policy rates, suddenly that possibility isn’t so straightforward. Even in Europe where policymakers are the most aggressively hawkish, several officials have come forward expressing major doubts on the inflation narrative, focusing instead on what’s already going on with demand especially for workers. And that’s not oil, two of the world’s leading energy agencies just slashed their own demand forecasts to levels you only see in periods like 2020 or 2009. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 18 May 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1292 While the ECB and other central banks, maybe even the Fed, are likely to overreact to oil prices by raising their policy rates, suddenly that possibility isn’t so straightforward. Even in Europe where policymakers are the most aggressively hawkish, several officials have come forward expressing major doubts on the inflation narrative, focusing instead on what’s already going on with demand especially for workers. And that’s not oil, two of the world’s leading energy agencies just slashed their own demand forecasts to levels you only see in periods like 2020 or 2009. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No ALERT: Their Secret Plan For Gold Was Just Leaked 1387 1387 ALERT: Their Secret Plan For Gold Was Just Leaked full 6e1e4ba1-cdb5-4940-a9bc-e7b183377126 https://share.transistor.fm/s/426afd44 India is now doing what governments do when the dollar problem starts getting too close to the bone: it is looking for imports it can cut, restrict, tax, license, delay, or possibly even ban. And right at the top of that list sits gold and silver. That might sound like a metals story. It isn’t. Not entirely. It’s a dollar story, though with a key twist for precious metals. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> India is now doing what governments do when the dollar problem starts getting too close to the bone: it is looking for imports it can cut, restrict, tax, license, delay, or possibly even ban. And right at the top of that list sits gold and silver. That might sound like a metals story. It isn’t. Not entirely. It’s a dollar story, though with a key twist for precious metals. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 17 May 2026 10:07:06 -0400 Jeff Snider Jeff Snider 1284 India is now doing what governments do when the dollar problem starts getting too close to the bone: it is looking for imports it can cut, restrict, tax, license, delay, or possibly even ban. And right at the top of that list sits gold and silver. That might sound like a metals story. It isn’t. Not entirely. It’s a dollar story, though with a key twist for precious metals. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:

 https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China’s Biggest Economic Weakness Just Got Exposed 1386 1386 China’s Biggest Economic Weakness Just Got Exposed full 9b33790e-3b0a-4fa0-b9d9-f8deb3b3d6e8 https://share.transistor.fm/s/21b05519 Everyone is talking about the Trump-Xi summit as if this is going to be some decisive turning point for China, global trade, maybe even the whole world economy. And, sure, politically, it’s a huge deal. Markets love the idea of the two leaders in the same room because everyone wants to believe a handshake can undo tariffs, trade wars, supply chain chaos, and years of deteriorating relations.
But the latest bank lending data out of China says something VERY different. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

https://www.youtube.com/watch?v=8b7ub5T4fYk

https://www.youtube.com/watch?v=Pang-t16vNw

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Everyone is talking about the Trump-Xi summit as if this is going to be some decisive turning point for China, global trade, maybe even the whole world economy. And, sure, politically, it’s a huge deal. Markets love the idea of the two leaders in the same room because everyone wants to believe a handshake can undo tariffs, trade wars, supply chain chaos, and years of deteriorating relations.
But the latest bank lending data out of China says something VERY different. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

https://www.youtube.com/watch?v=8b7ub5T4fYk

https://www.youtube.com/watch?v=Pang-t16vNw

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 15 May 2026 12:37:16 -0400 Jeff Snider Jeff Snider 1199 Everyone is talking about the Trump-Xi summit as if this is going to be some decisive turning point for China, global trade, maybe even the whole world economy. And, sure, politically, it’s a huge deal. Markets love the idea of the two leaders in the same room because everyone wants to believe a handshake can undo tariffs, trade wars, supply chain chaos, and years of deteriorating relations.
But the latest bank lending data out of China says something VERY different. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
----------------------------------------------------------------------------------

https://www.youtube.com/watch?v=8b7ub5T4fYk

https://www.youtube.com/watch?v=Pang-t16vNw

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The UK Has Fallen… And It's Much Bigger Than You Think 1385 1385 The UK Has Fallen… And It's Much Bigger Than You Think full 6968bb7f-0b8e-4588-a338-c861280e914d https://share.transistor.fm/s/435224b2 Two of the oldest political parties are in danger of being completely wiped out in the UK. Rate of change in the economy goes down, rate of change in politics goes way up. Both the Labor and Tories are on the ropes right now, especially labor after the latest local election results were a bloodbath for them. An entirely new UK system is right now emerging from the aftermath – but aftermath of what? A huge warning. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Or go even deeper with our Deep Dive Analysis. Get all the tools to fill in the huge gaps you didn't even know were there. 
Click the link to visit https://eurodollar.university/memberships and join today.
---------------------------------------------------------------------------

French Jobless Rate Jumps Above 8% for First Time Since 2021
https://www.bloomberg.com/news/articles/2026-05-13/french-unemployment-jumps-above-8-for-first-time-in-five-years

Farage’s Reform UK wins big in local elections, splintering two-party system and piling pressure on Starmer
https://www.cnn.com/2026/05/08/uk/uk-local-election-reform-farage-starmer-intl

https://www.bbc.com/news/live/c1428pev1n0t

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Two of the oldest political parties are in danger of being completely wiped out in the UK. Rate of change in the economy goes down, rate of change in politics goes way up. Both the Labor and Tories are on the ropes right now, especially labor after the latest local election results were a bloodbath for them. An entirely new UK system is right now emerging from the aftermath – but aftermath of what? A huge warning. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Or go even deeper with our Deep Dive Analysis. Get all the tools to fill in the huge gaps you didn't even know were there. 
Click the link to visit https://eurodollar.university/memberships and join today.
---------------------------------------------------------------------------

French Jobless Rate Jumps Above 8% for First Time Since 2021
https://www.bloomberg.com/news/articles/2026-05-13/french-unemployment-jumps-above-8-for-first-time-in-five-years

Farage’s Reform UK wins big in local elections, splintering two-party system and piling pressure on Starmer
https://www.cnn.com/2026/05/08/uk/uk-local-election-reform-farage-starmer-intl

https://www.bbc.com/news/live/c1428pev1n0t

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 14 May 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1198 Two of the oldest political parties are in danger of being completely wiped out in the UK. Rate of change in the economy goes down, rate of change in politics goes way up. Both the Labor and Tories are on the ropes right now, especially labor after the latest local election results were a bloodbath for them. An entirely new UK system is right now emerging from the aftermath – but aftermath of what? A huge warning. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Or go even deeper with our Deep Dive Analysis. Get all the tools to fill in the huge gaps you didn't even know were there. 
Click the link to visit https://eurodollar.university/memberships and join today.
---------------------------------------------------------------------------

French Jobless Rate Jumps Above 8% for First Time Since 2021
https://www.bloomberg.com/news/articles/2026-05-13/french-unemployment-jumps-above-8-for-first-time-in-five-years

Farage’s Reform UK wins big in local elections, splintering two-party system and piling pressure on Starmer
https://www.cnn.com/2026/05/08/uk/uk-local-election-reform-farage-starmer-intl

https://www.bbc.com/news/live/c1428pev1n0t

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No A Grim Warning to America 1384 1384 A Grim Warning to America full 9f72713b-0801-41cf-82e3-1b2a5c5971fd https://share.transistor.fm/s/716c1433 The stock market was going to boom either way. Payrolls could have been plus 200 or minus 200, indexes were going to soar no matter what. Either the economy is robust or the other would mean the Fed will be forced to cut a lot of rates. But what the jobs data actually showed, no one was looking for. Complete shock yet again. Sure, the payroll number did what the payroll number always does, it was everything else. 

Eurodollar University's conversation w/Steve Van Metre

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The stock market was going to boom either way. Payrolls could have been plus 200 or minus 200, indexes were going to soar no matter what. Either the economy is robust or the other would mean the Fed will be forced to cut a lot of rates. But what the jobs data actually showed, no one was looking for. Complete shock yet again. Sure, the payroll number did what the payroll number always does, it was everything else. 

Eurodollar University's conversation w/Steve Van Metre

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 11 May 2026 10:06:14 -0400 Jeff Snider Jeff Snider 1328 The stock market was going to boom either way. Payrolls could have been plus 200 or minus 200, indexes were going to soar no matter what. Either the economy is robust or the other would mean the Fed will be forced to cut a lot of rates. But what the jobs data actually showed, no one was looking for. Complete shock yet again. Sure, the payroll number did what the payroll number always does, it was everything else. 

Eurodollar University's conversation w/Steve Van Metre

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No All Hell Breaks Loose: BlackRock, JP Morgan, Blue Owl, OpenAI 1383 1383 All Hell Breaks Loose: BlackRock, JP Morgan, Blue Owl, OpenAI full f7ec02f4-0324-4618-b73e-aafa585c637a https://share.transistor.fm/s/da2600d5 Five major developments in the credit crisis/bust. BlackRock, JP Morgan, Blue Owl, Apollo and another big run on a big fund. Private credit didn't go anywhere, the situation keeps escalating and each one of these represents more significant confirmation of the shift toward toxic waste status. From asset valuations to more losses at big names, the behavior has radically changed. 

Eurodollar University Money & Macro Analysis

Gundlach Warns Investors Will Lose Money on Private Credit
https://finance.yahoo.com/markets/stocks/articles/gundlach-warns-investors-lose-money-200041360.html

BlackRock Private Credit Fund Cuts Asset Value on Markdowns
https://www.bloomberg.com/news/articles/2026-05-07/blackrock-private-debt-fund-cuts-asset-value-on-loan-markdowns

JPMorgan-Led Group Eyes $500 Million Loss on Qualtrics Debt
https://www.bloomberg.com/news/articles/2026-05-06/jpmorgan-led-group-eyes-500-million-loss-on-qualtrics-debt

Blue Owl adviser sued over allegedly inflating fund values, charging excessive fees
https://www.reuters.com/legal/litigation/blue-owl-adviser-sued-over-allegedly-inflating-fund-values-charging-excessive-2026-04-28/

Apollo CEO Rowan warns of market correction, slams ‘egregious’ practices at rival insurers
https://www.cnbc.com/2026/05/06/apollo-ceo-rowan-market-correction-rival-insurers.html

Apollo to Give Investors Daily Pricing on Private Credit By September
https://www.wsj.com/finance/investing/apollo-to-give-investors-daily-pricing-on-private-credit-by-september-44a2c84b

$10 Billion Golub Fund Caps Outflows After Requests for 8.5%
https://www.bloomberg.com/news/articles/2026-05-07/-10-billion-golub-fund-caps-outflows-after-requests-for-8-5

]]> Five major developments in the credit crisis/bust. BlackRock, JP Morgan, Blue Owl, Apollo and another big run on a big fund. Private credit didn't go anywhere, the situation keeps escalating and each one of these represents more significant confirmation of the shift toward toxic waste status. From asset valuations to more losses at big names, the behavior has radically changed. 

Eurodollar University Money & Macro Analysis

Gundlach Warns Investors Will Lose Money on Private Credit
https://finance.yahoo.com/markets/stocks/articles/gundlach-warns-investors-lose-money-200041360.html

BlackRock Private Credit Fund Cuts Asset Value on Markdowns
https://www.bloomberg.com/news/articles/2026-05-07/blackrock-private-debt-fund-cuts-asset-value-on-loan-markdowns

JPMorgan-Led Group Eyes $500 Million Loss on Qualtrics Debt
https://www.bloomberg.com/news/articles/2026-05-06/jpmorgan-led-group-eyes-500-million-loss-on-qualtrics-debt

Blue Owl adviser sued over allegedly inflating fund values, charging excessive fees
https://www.reuters.com/legal/litigation/blue-owl-adviser-sued-over-allegedly-inflating-fund-values-charging-excessive-2026-04-28/

Apollo CEO Rowan warns of market correction, slams ‘egregious’ practices at rival insurers
https://www.cnbc.com/2026/05/06/apollo-ceo-rowan-market-correction-rival-insurers.html

Apollo to Give Investors Daily Pricing on Private Credit By September
https://www.wsj.com/finance/investing/apollo-to-give-investors-daily-pricing-on-private-credit-by-september-44a2c84b

$10 Billion Golub Fund Caps Outflows After Requests for 8.5%
https://www.bloomberg.com/news/articles/2026-05-07/-10-billion-golub-fund-caps-outflows-after-requests-for-8-5

]]> Sat, 09 May 2026 12:43:22 -0400 Jeff Snider Jeff Snider 1974 Five major developments in the credit crisis/bust. BlackRock, JP Morgan, Blue Owl, Apollo and another big run on a big fund. Private credit didn't go anywhere, the situation keeps escalating and each one of these represents more significant confirmation of the shift toward toxic waste status. From asset valuations to more losses at big names, the behavior has radically changed. 

Eurodollar University Money & Macro Analysis

Gundlach Warns Investors Will Lose Money on Private Credit
https://finance.yahoo.com/markets/stocks/articles/gundlach-warns-investors-lose-money-200041360.html

BlackRock Private Credit Fund Cuts Asset Value on Markdowns
https://www.bloomberg.com/news/articles/2026-05-07/blackrock-private-debt-fund-cuts-asset-value-on-loan-markdowns

JPMorgan-Led Group Eyes $500 Million Loss on Qualtrics Debt
https://www.bloomberg.com/news/articles/2026-05-06/jpmorgan-led-group-eyes-500-million-loss-on-qualtrics-debt

Blue Owl adviser sued over allegedly inflating fund values, charging excessive fees
https://www.reuters.com/legal/litigation/blue-owl-adviser-sued-over-allegedly-inflating-fund-values-charging-excessive-2026-04-28/

Apollo CEO Rowan warns of market correction, slams ‘egregious’ practices at rival insurers
https://www.cnbc.com/2026/05/06/apollo-ceo-rowan-market-correction-rival-insurers.html

Apollo to Give Investors Daily Pricing on Private Credit By September
https://www.wsj.com/finance/investing/apollo-to-give-investors-daily-pricing-on-private-credit-by-september-44a2c84b

$10 Billion Golub Fund Caps Outflows After Requests for 8.5%
https://www.bloomberg.com/news/articles/2026-05-07/-10-billion-golub-fund-caps-outflows-after-requests-for-8-5

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No McDonald's Reveals Americans Have Hit Their Breaking Point 1382 1382 McDonald's Reveals Americans Have Hit Their Breaking Point full 789dbf91-f9ea-4d02-9d87-31ebb37841b5 https://share.transistor.fm/s/8bd65621 McDonald’s CEO says the consumer environment is certainly not improving and may be getting a little worse after the company reported better than expected past results. Those mainly before the gas prices jumped. Jumping over to big ticket items like appliances, Whirlpool, the company that employs the Maytag Man, it compared the current consumer climate to  – not joking – 2008-09 as the cracks of demand destruction are indeed beginning to grow wider and becoming more noticeable. The Maytag man is somewhere right now polishing his resume. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

McDonald’s CEO says consumer spending could be ‘getting a little bit worse’
https://www.cnbc.com/2026/05/07/mcdonalds-mcd-q1-2026-earnings.html

Earnings call transcript: Whirlpool Q1 2026 results fall short, stock drops
https://ca.investing.com/news/stock-market-news/earnings-call-transcript-whirlpool-q1-2026-results-fall-short-stock-drops-93CH-4618415

April 2026 National Poll: Iran, the economy, and the 2026/2028 elections
https://www.generationlab.org/state-of-young-people

Challenger Gray & Christmas April 2026
https://www.challengergray.com/blog/challenger-report-april-job-cuts-rise-38-from-march-ytd-cuts-down-50/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> McDonald’s CEO says the consumer environment is certainly not improving and may be getting a little worse after the company reported better than expected past results. Those mainly before the gas prices jumped. Jumping over to big ticket items like appliances, Whirlpool, the company that employs the Maytag Man, it compared the current consumer climate to  – not joking – 2008-09 as the cracks of demand destruction are indeed beginning to grow wider and becoming more noticeable. The Maytag man is somewhere right now polishing his resume. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

McDonald’s CEO says consumer spending could be ‘getting a little bit worse’
https://www.cnbc.com/2026/05/07/mcdonalds-mcd-q1-2026-earnings.html

Earnings call transcript: Whirlpool Q1 2026 results fall short, stock drops
https://ca.investing.com/news/stock-market-news/earnings-call-transcript-whirlpool-q1-2026-results-fall-short-stock-drops-93CH-4618415

April 2026 National Poll: Iran, the economy, and the 2026/2028 elections
https://www.generationlab.org/state-of-young-people

Challenger Gray & Christmas April 2026
https://www.challengergray.com/blog/challenger-report-april-job-cuts-rise-38-from-march-ytd-cuts-down-50/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 08 May 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1129 McDonald’s CEO says the consumer environment is certainly not improving and may be getting a little worse after the company reported better than expected past results. Those mainly before the gas prices jumped. Jumping over to big ticket items like appliances, Whirlpool, the company that employs the Maytag Man, it compared the current consumer climate to  – not joking – 2008-09 as the cracks of demand destruction are indeed beginning to grow wider and becoming more noticeable. The Maytag man is somewhere right now polishing his resume. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

McDonald’s CEO says consumer spending could be ‘getting a little bit worse’
https://www.cnbc.com/2026/05/07/mcdonalds-mcd-q1-2026-earnings.html

Earnings call transcript: Whirlpool Q1 2026 results fall short, stock drops
https://ca.investing.com/news/stock-market-news/earnings-call-transcript-whirlpool-q1-2026-results-fall-short-stock-drops-93CH-4618415

April 2026 National Poll: Iran, the economy, and the 2026/2028 elections
https://www.generationlab.org/state-of-young-people

Challenger Gray & Christmas April 2026
https://www.challengergray.com/blog/challenger-report-april-job-cuts-rise-38-from-march-ytd-cuts-down-50/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No On No... Now HSBC is in Trouble 1381 1381 On No... Now HSBC is in Trouble full 43e52236-1b9f-418f-85ce-dc5a9df5f00e https://share.transistor.fm/s/b210e6f4 The stock market was not happy with HSBC. The banking giant reported what should have been a small nothing, a $400mm loss on a loan to an Irish entity with a name that sounds like a Star Wars droid. AGF WHCO 1-A5. But that $400mm loan and loss ended up pulling back the curtain a little more on the current credit crisis. As did the comments from Apollo’s CEO, where he used the words “contagion” and “egregious.” 

Eurodollar University's Money & Macro Analysis

-----------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Ready to explore? Master monetary systems – past and future - with structure, clarity, and confidence. Visit https://eurodollar.university/membership

-------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The stock market was not happy with HSBC. The banking giant reported what should have been a small nothing, a $400mm loss on a loan to an Irish entity with a name that sounds like a Star Wars droid. AGF WHCO 1-A5. But that $400mm loan and loss ended up pulling back the curtain a little more on the current credit crisis. As did the comments from Apollo’s CEO, where he used the words “contagion” and “egregious.” 

Eurodollar University's Money & Macro Analysis

-----------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Ready to explore? Master monetary systems – past and future - with structure, clarity, and confidence. Visit https://eurodollar.university/membership

-------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 07 May 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1279 The stock market was not happy with HSBC. The banking giant reported what should have been a small nothing, a $400mm loss on a loan to an Irish entity with a name that sounds like a Star Wars droid. AGF WHCO 1-A5. But that $400mm loan and loss ended up pulling back the curtain a little more on the current credit crisis. As did the comments from Apollo’s CEO, where he used the words “contagion” and “egregious.” 

Eurodollar University's Money & Macro Analysis

-----------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Ready to explore? Master monetary systems – past and future - with structure, clarity, and confidence. Visit https://eurodollar.university/membership

-------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Gas Prices Are About To EXPLODE… And This Could Be Just The Beginning 1380 1380 Gas Prices Are About To EXPLODE… And This Could Be Just The Beginning full 9fd1eb1c-0148-4db5-ba09-0af128adce28 https://share.transistor.fm/s/3191fb0b According to the Energy Information Administration, the national average price for gasoline was $4.26 per gallon at the end of April and it was largely stable throughout last month. Not good. Certainly painful. But wholesale gas price has exploded higher in recent weeks and that means retail gas prices are about to do the same thing. The wholesale cost points to a nationwide pump price of $5. Not next month, soon.  

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

Just a Few Stocks Driving S&P 500 Rally Triggers Dot-Com Bubble Flashbacks
https://www.bloomberg.com/news/articles/2026-05-05/dot-com-bubble-flashbacks-triggered-by-lack-of-s-p-500-breadth

RCM/TIPP Steadies In May As Stress Eases
https://www.realclearmarkets.com/articles/2026/05/05/rcmtipp_steadies_in_may_as_stress_eases_1180584.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> According to the Energy Information Administration, the national average price for gasoline was $4.26 per gallon at the end of April and it was largely stable throughout last month. Not good. Certainly painful. But wholesale gas price has exploded higher in recent weeks and that means retail gas prices are about to do the same thing. The wholesale cost points to a nationwide pump price of $5. Not next month, soon.  

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

Just a Few Stocks Driving S&P 500 Rally Triggers Dot-Com Bubble Flashbacks
https://www.bloomberg.com/news/articles/2026-05-05/dot-com-bubble-flashbacks-triggered-by-lack-of-s-p-500-breadth

RCM/TIPP Steadies In May As Stress Eases
https://www.realclearmarkets.com/articles/2026/05/05/rcmtipp_steadies_in_may_as_stress_eases_1180584.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 06 May 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1187 According to the Energy Information Administration, the national average price for gasoline was $4.26 per gallon at the end of April and it was largely stable throughout last month. Not good. Certainly painful. But wholesale gas price has exploded higher in recent weeks and that means retail gas prices are about to do the same thing. The wholesale cost points to a nationwide pump price of $5. Not next month, soon.  

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------

Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to https://EurodollarGold.com or text EURO to 35052. 

--------------------------------------------------------------------------------

Just a Few Stocks Driving S&P 500 Rally Triggers Dot-Com Bubble Flashbacks
https://www.bloomberg.com/news/articles/2026-05-05/dot-com-bubble-flashbacks-triggered-by-lack-of-s-p-500-breadth

RCM/TIPP Steadies In May As Stress Eases
https://www.realclearmarkets.com/articles/2026/05/05/rcmtipp_steadies_in_may_as_stress_eases_1180584.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won't Believe What The Yield Curve Just Predicted 1379 1379 You Won't Believe What The Yield Curve Just Predicted full 8f2851dc-6e51-4404-8225-3fd22eb40866 https://share.transistor.fm/s/30cc635e We know how central bankers are just itching to raise policy rates and all over the world, led primarily by those in Europe. The hawkishness is already spreading. Just today, an official from South Korea’s central bank said, hey, oil prices up we need to think about some hikes, too. But what are the markets pricing? It’s not what you’d think.  What do the curves look like for now but also beyond the near-term? In a word, frown.     

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> We know how central bankers are just itching to raise policy rates and all over the world, led primarily by those in Europe. The hawkishness is already spreading. Just today, an official from South Korea’s central bank said, hey, oil prices up we need to think about some hikes, too. But what are the markets pricing? It’s not what you’d think.  What do the curves look like for now but also beyond the near-term? In a word, frown.     

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 05 May 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1177 We know how central bankers are just itching to raise policy rates and all over the world, led primarily by those in Europe. The hawkishness is already spreading. Just today, an official from South Korea’s central bank said, hey, oil prices up we need to think about some hikes, too. But what are the markets pricing? It’s not what you’d think.  What do the curves look like for now but also beyond the near-term? In a word, frown.     

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global GDP Just Came Out…and it Changes Everything 1378 1378 Global GDP Just Came Out…and it Changes Everything full 2f936e2f-106c-4623-a102-bc5f7faf73e4 https://share.transistor.fm/s/244d664d Will this week’s economic data be enough to keep central bankers from chasing oil prices with rate hikes? Europe was barely positive. Canada bounced back but that’s two up and two down over the last year. Mexico, which, keep in mind, is a proxy for the US, big time contraction. And the US itself missed with weakness all over consumers. All that before the full energy shock weighs in.

Eurodollar University's conversation w/Steve Van Metre

Learn more about Augusta Gold and what they have to offer - including physical gold for IRA accounts - by going to https://EurodollarGold.com or text EURO to 35052. 

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Will this week’s economic data be enough to keep central bankers from chasing oil prices with rate hikes? Europe was barely positive. Canada bounced back but that’s two up and two down over the last year. Mexico, which, keep in mind, is a proxy for the US, big time contraction. And the US itself missed with weakness all over consumers. All that before the full energy shock weighs in.

Eurodollar University's conversation w/Steve Van Metre

Learn more about Augusta Gold and what they have to offer - including physical gold for IRA accounts - by going to https://EurodollarGold.com or text EURO to 35052. 

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 04 May 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1432 Will this week’s economic data be enough to keep central bankers from chasing oil prices with rate hikes? Europe was barely positive. Canada bounced back but that’s two up and two down over the last year. Mexico, which, keep in mind, is a proxy for the US, big time contraction. And the US itself missed with weakness all over consumers. All that before the full energy shock weighs in.

Eurodollar University's conversation w/Steve Van Metre

Learn more about Augusta Gold and what they have to offer - including physical gold for IRA accounts - by going to https://EurodollarGold.com or text EURO to 35052. 

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You won’t Believe What the Japanese Central Bank Just Did 1377 1377 You won’t Believe What the Japanese Central Bank Just Did full c3ddc087-9205-4af1-b2df-05576dfcbbc4 https://share.transistor.fm/s/19b27967 Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/8CnCd5q or code euro50 for 50% Off Monarch Core tier.

The Japanese government, working through the Bank of Japan, just set $35 billion on fire. Then flushed it down the toilet. And if that wasn’t enough, officials in Tokyo are talking about embarrassing themselves in the oil market. Wasting five and half trillion yen in FX wasn’t enough, throw some more money down the hole and all for the public spectacle of it. What a world we live in. Unfortunately for them, and for their counterparts in India, this is the eurodollar’s world. 

Eurodollar University's Money & Macro Analysis

Phone Warning Shows Yen Intervention Is the New Normal
https://www.bloomberg.com/opinion/articles/2026-05-01/katayama-phone-warning-shows-yen-intervention-is-the-new-normal

Yen’s Correlation With Oil Hit 2021 High Before Intervention
https://www.bloomberg.com/news/articles/2026-05-01/yen-s-correlation-with-oil-hit-2021-high-before-intervention

Japan Is Said to Sound Out Market on Oil Futures Intervention
https://www.bloomberg.com/news/articles/2026-03-24/japan-is-said-to-sound-out-market-on-oil-futures-intervention

RBI’s Short Dollar Book Surges Past $100 Billion for First Time
https://www.bloomberg.com/news/articles/2026-04-30/rbi-s-short-dollar-book-surges-past-100-billion-for-first-time

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/8CnCd5q or code euro50 for 50% Off Monarch Core tier.

The Japanese government, working through the Bank of Japan, just set $35 billion on fire. Then flushed it down the toilet. And if that wasn’t enough, officials in Tokyo are talking about embarrassing themselves in the oil market. Wasting five and half trillion yen in FX wasn’t enough, throw some more money down the hole and all for the public spectacle of it. What a world we live in. Unfortunately for them, and for their counterparts in India, this is the eurodollar’s world. 

Eurodollar University's Money & Macro Analysis

Phone Warning Shows Yen Intervention Is the New Normal
https://www.bloomberg.com/opinion/articles/2026-05-01/katayama-phone-warning-shows-yen-intervention-is-the-new-normal

Yen’s Correlation With Oil Hit 2021 High Before Intervention
https://www.bloomberg.com/news/articles/2026-05-01/yen-s-correlation-with-oil-hit-2021-high-before-intervention

Japan Is Said to Sound Out Market on Oil Futures Intervention
https://www.bloomberg.com/news/articles/2026-03-24/japan-is-said-to-sound-out-market-on-oil-futures-intervention

RBI’s Short Dollar Book Surges Past $100 Billion for First Time
https://www.bloomberg.com/news/articles/2026-04-30/rbi-s-short-dollar-book-surges-past-100-billion-for-first-time

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 03 May 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1278 Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/8CnCd5q or code euro50 for 50% Off Monarch Core tier.

The Japanese government, working through the Bank of Japan, just set $35 billion on fire. Then flushed it down the toilet. And if that wasn’t enough, officials in Tokyo are talking about embarrassing themselves in the oil market. Wasting five and half trillion yen in FX wasn’t enough, throw some more money down the hole and all for the public spectacle of it. What a world we live in. Unfortunately for them, and for their counterparts in India, this is the eurodollar’s world. 

Eurodollar University's Money & Macro Analysis

Phone Warning Shows Yen Intervention Is the New Normal
https://www.bloomberg.com/opinion/articles/2026-05-01/katayama-phone-warning-shows-yen-intervention-is-the-new-normal

Yen’s Correlation With Oil Hit 2021 High Before Intervention
https://www.bloomberg.com/news/articles/2026-05-01/yen-s-correlation-with-oil-hit-2021-high-before-intervention

Japan Is Said to Sound Out Market on Oil Futures Intervention
https://www.bloomberg.com/news/articles/2026-03-24/japan-is-said-to-sound-out-market-on-oil-futures-intervention

RBI’s Short Dollar Book Surges Past $100 Billion for First Time
https://www.bloomberg.com/news/articles/2026-04-30/rbi-s-short-dollar-book-surges-past-100-billion-for-first-time

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Pawn Shops Just Issued a Very Grim Warning About Consumer Behavior 1376 1376 Pawn Shops Just Issued a Very Grim Warning About Consumer Behavior full bdc72064-786f-44d8-a040-4a6f1de2c326 https://share.transistor.fm/s/e70dac52 We know when Walmart or Dollar General are doing well, those are not good signs for the health of the consumer economy, particularly when it’s higher income shoppers suddenly appearing in bigger numbers. But when that hard hit traffic starts spilling over to the local pawn shops, it’s a whole other level. Canaries and coalmines. Here’s the thing. We’re not only seeing that happen, the data backs this up, including a whole bunch which released earlier today.

Eurodollar University's Money & Macro Analysis

-----------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Ready to explore? Master monetary systems – past and future - with structure, clarity, and confidence. Visit https://eurodollar.university/membership

-------------------------------------------------

Pawn shop economy
https://www.msn.com/en-us/money/topstocks/pawn-shops-are-seeing-something-the-stock-market-isn-t-and-it-has-economists-concerned/vi-AA21Rt7f

Powell Press Conference Transcript and Video
https://www.federalreserve.gov/live-broadcast.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> We know when Walmart or Dollar General are doing well, those are not good signs for the health of the consumer economy, particularly when it’s higher income shoppers suddenly appearing in bigger numbers. But when that hard hit traffic starts spilling over to the local pawn shops, it’s a whole other level. Canaries and coalmines. Here’s the thing. We’re not only seeing that happen, the data backs this up, including a whole bunch which released earlier today.

Eurodollar University's Money & Macro Analysis

-----------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Ready to explore? Master monetary systems – past and future - with structure, clarity, and confidence. Visit https://eurodollar.university/membership

-------------------------------------------------

Pawn shop economy
https://www.msn.com/en-us/money/topstocks/pawn-shops-are-seeing-something-the-stock-market-isn-t-and-it-has-economists-concerned/vi-AA21Rt7f

Powell Press Conference Transcript and Video
https://www.federalreserve.gov/live-broadcast.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 01 May 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1065 We know when Walmart or Dollar General are doing well, those are not good signs for the health of the consumer economy, particularly when it’s higher income shoppers suddenly appearing in bigger numbers. But when that hard hit traffic starts spilling over to the local pawn shops, it’s a whole other level. Canaries and coalmines. Here’s the thing. We’re not only seeing that happen, the data backs this up, including a whole bunch which released earlier today.

Eurodollar University's Money & Macro Analysis

-----------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Ready to explore? Master monetary systems – past and future - with structure, clarity, and confidence. Visit https://eurodollar.university/membership

-------------------------------------------------

Pawn shop economy
https://www.msn.com/en-us/money/topstocks/pawn-shops-are-seeing-something-the-stock-market-isn-t-and-it-has-economists-concerned/vi-AA21Rt7f

Powell Press Conference Transcript and Video
https://www.federalreserve.gov/live-broadcast.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No OMG!! Did You See What Just Happened To European Banks?! 1375 1375 OMG!! Did You See What Just Happened To European Banks?! full 41323621-f769-4cea-a707-f743d37088f6 https://share.transistor.fm/s/15f537c4 European banks just told the ECB they are tightening lending standards by the most since 2023. At the same time, the pick up in loan demand they’re seeing is due to heightened liquidity pressures as the energy shock has especially corporate borrowers in Europe on edge. This is why despite knowing the ECB is very likely to raise its policy rates at some point, probably not tomorrow but very likely its next meeting in June, European banks bought a boatload of bonds anyway.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> European banks just told the ECB they are tightening lending standards by the most since 2023. At the same time, the pick up in loan demand they’re seeing is due to heightened liquidity pressures as the energy shock has especially corporate borrowers in Europe on edge. This is why despite knowing the ECB is very likely to raise its policy rates at some point, probably not tomorrow but very likely its next meeting in June, European banks bought a boatload of bonds anyway.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 30 Apr 2026 10:10:25 -0400 Jeff Snider Jeff Snider 1141 European banks just told the ECB they are tightening lending standards by the most since 2023. At the same time, the pick up in loan demand they’re seeing is due to heightened liquidity pressures as the energy shock has especially corporate borrowers in Europe on edge. This is why despite knowing the ECB is very likely to raise its policy rates at some point, probably not tomorrow but very likely its next meeting in June, European banks bought a boatload of bonds anyway.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: UAE Just Left OPEC Here's What you Must Know 1374 1374 BREAKING: UAE Just Left OPEC Here's What you Must Know full d040336e-0bfc-49b7-9d5a-649ee6851678 https://share.transistor.fm/s/a085f05d A week ago, the UAE said it was in consultation with the US government trying to arrange a dollar swap line. Since then, Treasury Secretary Bessent told Congress MANY allies were, too, and not just those in the Middle East. Just hours ago, huge news as the UAE says it’s outright leaving OPEC. There is big stuff going on behind the scenes because the energy shock is indeed a dollar shock and much bigger than people think, and the chances of becoming uncontained are not trivial.

Eurodollar University's Money & Macro Analysis

UAE to Leave OPEC in May as Iran War Reshapes Oil Market
https://www.bloomberg.com/news/articles/2026-04-28/uae-to-leave-opec-and-opec-next-month-to-pursue-new-strategy

Bessent Says Gulf, Asian Allies Requested Currency Swap Lines
https://www.bloomberg.com/news/articles/2026-04-22/bessent-says-many-us-allies-in-gulf-asia-requested-swap-lines

Pimco’s $10 Billion Private Deals Fuel Middle East’s Wartime Cash Quest
https://www.bloomberg.com/news/newsletters/2026-04-27/pimco-buys-abu-dhabi-qatar-kuwait-private-bonds-dubai-homes-prices-fall

Dubai's DIFC introduces temporary economic support for businesses, retail community
https://www.reuters.com/world/middle-east/dubais-difc-introduces-temporary-economic-support-businesses-retail-community-2026-04-09/

]]> A week ago, the UAE said it was in consultation with the US government trying to arrange a dollar swap line. Since then, Treasury Secretary Bessent told Congress MANY allies were, too, and not just those in the Middle East. Just hours ago, huge news as the UAE says it’s outright leaving OPEC. There is big stuff going on behind the scenes because the energy shock is indeed a dollar shock and much bigger than people think, and the chances of becoming uncontained are not trivial.

Eurodollar University's Money & Macro Analysis

UAE to Leave OPEC in May as Iran War Reshapes Oil Market
https://www.bloomberg.com/news/articles/2026-04-28/uae-to-leave-opec-and-opec-next-month-to-pursue-new-strategy

Bessent Says Gulf, Asian Allies Requested Currency Swap Lines
https://www.bloomberg.com/news/articles/2026-04-22/bessent-says-many-us-allies-in-gulf-asia-requested-swap-lines

Pimco’s $10 Billion Private Deals Fuel Middle East’s Wartime Cash Quest
https://www.bloomberg.com/news/newsletters/2026-04-27/pimco-buys-abu-dhabi-qatar-kuwait-private-bonds-dubai-homes-prices-fall

Dubai's DIFC introduces temporary economic support for businesses, retail community
https://www.reuters.com/world/middle-east/dubais-difc-introduces-temporary-economic-support-businesses-retail-community-2026-04-09/

]]> Wed, 29 Apr 2026 07:00:00 -0400 Jeff Snider Jeff Snider 2216 A week ago, the UAE said it was in consultation with the US government trying to arrange a dollar swap line. Since then, Treasury Secretary Bessent told Congress MANY allies were, too, and not just those in the Middle East. Just hours ago, huge news as the UAE says it’s outright leaving OPEC. There is big stuff going on behind the scenes because the energy shock is indeed a dollar shock and much bigger than people think, and the chances of becoming uncontained are not trivial.

Eurodollar University's Money & Macro Analysis

UAE to Leave OPEC in May as Iran War Reshapes Oil Market
https://www.bloomberg.com/news/articles/2026-04-28/uae-to-leave-opec-and-opec-next-month-to-pursue-new-strategy

Bessent Says Gulf, Asian Allies Requested Currency Swap Lines
https://www.bloomberg.com/news/articles/2026-04-22/bessent-says-many-us-allies-in-gulf-asia-requested-swap-lines

Pimco’s $10 Billion Private Deals Fuel Middle East’s Wartime Cash Quest
https://www.bloomberg.com/news/newsletters/2026-04-27/pimco-buys-abu-dhabi-qatar-kuwait-private-bonds-dubai-homes-prices-fall

Dubai's DIFC introduces temporary economic support for businesses, retail community
https://www.reuters.com/world/middle-east/dubais-difc-introduces-temporary-economic-support-businesses-retail-community-2026-04-09/

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No this is how every bubble ends 1373 1373 this is how every bubble ends full f999c236-19e6-4527-8477-2c23266226b2 https://share.transistor.fm/s/264f495e Interest rates going up. Oil prices big problem. The stock market kept soaring, but even though the S&P 500 gained 20% that year more stocks in the index ended 1999 down than up. There are some similarities between now and '99 and one of those is how far companies will go to make sure they aren’t one of those on the outside looking in. CEOs today are all over AI hype, but they’re lying to you about it. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

THE YEAR IN THE MARKETS; 1999: Extraordinary Winners and More Losers
https://www.nytimes.com/2000/01/03/business/the-year-in-the-markets-1999-extraordinary-winners-and-more-losers.html

Bank of England Official Says Share Prices Don’t Reflect Risks
https://www.bloomberg.com/news/articles/2026-04-24/bank-of-england-official-says-share-prices-don-t-reflect-risks

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Interest rates going up. Oil prices big problem. The stock market kept soaring, but even though the S&P 500 gained 20% that year more stocks in the index ended 1999 down than up. There are some similarities between now and '99 and one of those is how far companies will go to make sure they aren’t one of those on the outside looking in. CEOs today are all over AI hype, but they’re lying to you about it. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

THE YEAR IN THE MARKETS; 1999: Extraordinary Winners and More Losers
https://www.nytimes.com/2000/01/03/business/the-year-in-the-markets-1999-extraordinary-winners-and-more-losers.html

Bank of England Official Says Share Prices Don’t Reflect Risks
https://www.bloomberg.com/news/articles/2026-04-24/bank-of-england-official-says-share-prices-don-t-reflect-risks

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 28 Apr 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1171 Interest rates going up. Oil prices big problem. The stock market kept soaring, but even though the S&P 500 gained 20% that year more stocks in the index ended 1999 down than up. There are some similarities between now and '99 and one of those is how far companies will go to make sure they aren’t one of those on the outside looking in. CEOs today are all over AI hype, but they’re lying to you about it. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

THE YEAR IN THE MARKETS; 1999: Extraordinary Winners and More Losers
https://www.nytimes.com/2000/01/03/business/the-year-in-the-markets-1999-extraordinary-winners-and-more-losers.html

Bank of England Official Says Share Prices Don’t Reflect Risks
https://www.bloomberg.com/news/articles/2026-04-24/bank-of-england-official-says-share-prices-don-t-reflect-risks

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Texas Oil Insiders Just Gave DIRE Warning For What's Coming 1372 1372 Texas Oil Insiders Just Gave DIRE Warning For What's Coming full 77f09155-04b5-4077-8095-243652464003 https://share.transistor.fm/s/5650d622 Back in April 2020, oil prices went negative after the futures market underestimated just how much demand had collapsed, causing chaos as market participants scrambled to unload their oil. Here in April 2026, the oil futures market is in danger of something similar but in the opposite direction. Certain market participants just may be underestimating how much supply has collapsed. Worrying that might be the case, the Dallas Fed surveyed oil industry companies about what they’re seeing and where they think the Hormuz blockage is leading the energy marketplace. You’re not going to like it. 

Eurodollar University's Money & Macro Analysis

-----------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Ready to explore? Master monetary systems – past and future - with structure, clarity, and confidence. Visit https://eurodollar.university/membership

-------------------------------------------------

Dallas Fed Energy Survey Q1 2026 update
https://www.dallasfed.org/research/surveys/des/2026/2601/2601update

Oil Trader Andurand Lost 52% in April First Half on Oil Bets
https://www.bloomberg.com/news/articles/2026-04-23/andurand-lost-52-in-april-first-half-as-ceasefire-hurt-oil-bets

The world is watching the wrong oil price
https://www.telegraph.co.uk/business/2026/04/23/the-world-is-watching-the-wrong-oil-price/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Back in April 2020, oil prices went negative after the futures market underestimated just how much demand had collapsed, causing chaos as market participants scrambled to unload their oil. Here in April 2026, the oil futures market is in danger of something similar but in the opposite direction. Certain market participants just may be underestimating how much supply has collapsed. Worrying that might be the case, the Dallas Fed surveyed oil industry companies about what they’re seeing and where they think the Hormuz blockage is leading the energy marketplace. You’re not going to like it. 

Eurodollar University's Money & Macro Analysis

-----------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Ready to explore? Master monetary systems – past and future - with structure, clarity, and confidence. Visit https://eurodollar.university/membership

-------------------------------------------------

Dallas Fed Energy Survey Q1 2026 update
https://www.dallasfed.org/research/surveys/des/2026/2601/2601update

Oil Trader Andurand Lost 52% in April First Half on Oil Bets
https://www.bloomberg.com/news/articles/2026-04-23/andurand-lost-52-in-april-first-half-as-ceasefire-hurt-oil-bets

The world is watching the wrong oil price
https://www.telegraph.co.uk/business/2026/04/23/the-world-is-watching-the-wrong-oil-price/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 27 Apr 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1340 Back in April 2020, oil prices went negative after the futures market underestimated just how much demand had collapsed, causing chaos as market participants scrambled to unload their oil. Here in April 2026, the oil futures market is in danger of something similar but in the opposite direction. Certain market participants just may be underestimating how much supply has collapsed. Worrying that might be the case, the Dallas Fed surveyed oil industry companies about what they’re seeing and where they think the Hormuz blockage is leading the energy marketplace. You’re not going to like it. 

Eurodollar University's Money & Macro Analysis

-----------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Ready to explore? Master monetary systems – past and future - with structure, clarity, and confidence. Visit https://eurodollar.university/membership

-------------------------------------------------

Dallas Fed Energy Survey Q1 2026 update
https://www.dallasfed.org/research/surveys/des/2026/2601/2601update

Oil Trader Andurand Lost 52% in April First Half on Oil Bets
https://www.bloomberg.com/news/articles/2026-04-23/andurand-lost-52-in-april-first-half-as-ceasefire-hurt-oil-bets

The world is watching the wrong oil price
https://www.telegraph.co.uk/business/2026/04/23/the-world-is-watching-the-wrong-oil-price/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Private Credit’s ‘Lehman Moment’ Just Happened 1371 1371 BREAKING: Private Credit’s ‘Lehman Moment’ Just Happened full 6fdb0469-4680-4c8a-b9e9-f8054f9cbe60 https://share.transistor.fm/s/fc80cba8 Underscoring the global nature of private credit and the credit cycle, one of India’s biggest borrowers has announced it will be delaying principal and interest payments on one of its biggest junk bonds. And who are the primary owners of said bonds? Private credit funds like Cerberus and regulated institutions like Deutsche Bank. The specific bonds in question aren’t going to bring down either one, but the missed cash payments do highlight more behavior consistent with a shift in the cycle and what that means.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

Top Indian Private Credit Borrower Delays Paying 20.75% Bond
https://www.bloomberg.com/news/articles/2026-04-24/india-s-shapoorji-gets-nod-to-delay-bond-days-before-maturity

Jeffrey Gundlach Rips TCW Group Over Red Lobster ‘PIK Magic’
https://www.bloomberg.com/news/newsletters/2026-04-18/jeffrey-gundlach-rips-tcw-group-over-red-lobster-pik-magic

Bank of England Deputy Governor Warns of Private Credit Crunch
https://www.bloomberg.com/news/articles/2026-04-22/private-credit-crunch-risk-spurs-boe-s-stress-test-breeden-says

Traders Return to Fed Funds Wager That Surged During Repo Stress
https://www.bloomberg.com/news/articles/2026-04-22/traders-return-to-fed-funds-trade-that-surged-during-repo-stress

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Underscoring the global nature of private credit and the credit cycle, one of India’s biggest borrowers has announced it will be delaying principal and interest payments on one of its biggest junk bonds. And who are the primary owners of said bonds? Private credit funds like Cerberus and regulated institutions like Deutsche Bank. The specific bonds in question aren’t going to bring down either one, but the missed cash payments do highlight more behavior consistent with a shift in the cycle and what that means.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

Top Indian Private Credit Borrower Delays Paying 20.75% Bond
https://www.bloomberg.com/news/articles/2026-04-24/india-s-shapoorji-gets-nod-to-delay-bond-days-before-maturity

Jeffrey Gundlach Rips TCW Group Over Red Lobster ‘PIK Magic’
https://www.bloomberg.com/news/newsletters/2026-04-18/jeffrey-gundlach-rips-tcw-group-over-red-lobster-pik-magic

Bank of England Deputy Governor Warns of Private Credit Crunch
https://www.bloomberg.com/news/articles/2026-04-22/private-credit-crunch-risk-spurs-boe-s-stress-test-breeden-says

Traders Return to Fed Funds Wager That Surged During Repo Stress
https://www.bloomberg.com/news/articles/2026-04-22/traders-return-to-fed-funds-trade-that-surged-during-repo-stress

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 26 Apr 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1225 Underscoring the global nature of private credit and the credit cycle, one of India’s biggest borrowers has announced it will be delaying principal and interest payments on one of its biggest junk bonds. And who are the primary owners of said bonds? Private credit funds like Cerberus and regulated institutions like Deutsche Bank. The specific bonds in question aren’t going to bring down either one, but the missed cash payments do highlight more behavior consistent with a shift in the cycle and what that means.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

Top Indian Private Credit Borrower Delays Paying 20.75% Bond
https://www.bloomberg.com/news/articles/2026-04-24/india-s-shapoorji-gets-nod-to-delay-bond-days-before-maturity

Jeffrey Gundlach Rips TCW Group Over Red Lobster ‘PIK Magic’
https://www.bloomberg.com/news/newsletters/2026-04-18/jeffrey-gundlach-rips-tcw-group-over-red-lobster-pik-magic

Bank of England Deputy Governor Warns of Private Credit Crunch
https://www.bloomberg.com/news/articles/2026-04-22/private-credit-crunch-risk-spurs-boe-s-stress-test-breeden-says

Traders Return to Fed Funds Wager That Surged During Repo Stress
https://www.bloomberg.com/news/articles/2026-04-22/traders-return-to-fed-funds-trade-that-surged-during-repo-stress

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Next 60 Days Will Change Everything 1370 1370 The Next 60 Days Will Change Everything full 02696783-9437-4b53-95f2-43e27a337285 https://share.transistor.fm/s/fb138f00 The global economy is being set right up for a brutal summer, according to the latest incoming data. Manufacturing is up right now, but the faster it goes today the worse it is going to be in the coming months. Services, the majority of the economy, are starting to get crushed – Europe, for example, it just set a 62-month low. This is the same general setup as last year which fed right into job losses, contracting incomes, rising unemployment...and more Pringles. 

Eurodollar University's Money & Macro Analysis

-----------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Ready to explore? Master monetary systems – past and future - with structure, clarity, and confidence. Visit https://eurodollar.university/membership

-------------------------------------------------


SPG US PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/8bdf1bb2dddf420e9c0e9d7e22f75c09

SPG EZ PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/89d5df92554f42589275c1d9ddb5fde3

SPG Japan PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/f65b1852016d49a5abde92a6b742f9bc

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The global economy is being set right up for a brutal summer, according to the latest incoming data. Manufacturing is up right now, but the faster it goes today the worse it is going to be in the coming months. Services, the majority of the economy, are starting to get crushed – Europe, for example, it just set a 62-month low. This is the same general setup as last year which fed right into job losses, contracting incomes, rising unemployment...and more Pringles. 

Eurodollar University's Money & Macro Analysis

-----------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Ready to explore? Master monetary systems – past and future - with structure, clarity, and confidence. Visit https://eurodollar.university/membership

-------------------------------------------------


SPG US PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/8bdf1bb2dddf420e9c0e9d7e22f75c09

SPG EZ PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/89d5df92554f42589275c1d9ddb5fde3

SPG Japan PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/f65b1852016d49a5abde92a6b742f9bc

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 24 Apr 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1165 The global economy is being set right up for a brutal summer, according to the latest incoming data. Manufacturing is up right now, but the faster it goes today the worse it is going to be in the coming months. Services, the majority of the economy, are starting to get crushed – Europe, for example, it just set a 62-month low. This is the same general setup as last year which fed right into job losses, contracting incomes, rising unemployment...and more Pringles. 

Eurodollar University's Money & Macro Analysis

-----------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Ready to explore? Master monetary systems – past and future - with structure, clarity, and confidence. Visit https://eurodollar.university/membership

-------------------------------------------------


SPG US PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/8bdf1bb2dddf420e9c0e9d7e22f75c09

SPG EZ PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/89d5df92554f42589275c1d9ddb5fde3

SPG Japan PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/f65b1852016d49a5abde92a6b742f9bc

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No EU Sends Huge Oil Warning That is Spreading To The Rest of The World 1368 1368 EU Sends Huge Oil Warning That is Spreading To The Rest of The World full 4d3640ba-1fdc-4d46-8dc5-46283b2bb080 https://share.transistor.fm/s/800005fe European consumer sentiment is in "free fall", in the European govt's own words. DHL’s CEO warned the world is heading for a quote tipping point – in other words, the race against time. Economic sentiment just crashed. Unemployment in places like Scandinavia has jumped while in the UK job losses have returned alongside the appearance of one of the worse labor market outcomes, the dropout. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

DHL CEO Warns of ‘Tipping Point’ Risk If Oil Shortage Persists
https://www.bloomberg.com/news/articles/2026-04-21/dhl-ceo-warns-of-tipping-point-risk-if-oil-shortage-persists

European Union Flash Consumer Confidence April 2026
https://economy-finance.ec.europa.eu/document/download/11ffc7fa-f14b-4ed7-a44c-2e45fa85fec5_en?filename=Flash_consumer_2026_04_en.pdf

German Investor Outlook Drops to Worst Since 2022 on Iran War
https://www.bloomberg.com/news/articles/2026-04-21/german-investor-outlook-drops-to-worst-since-2022-on-iran-war

Germany Halves 2026 Growth Forecast After Hit From Iran War
https://www.bloomberg.com/news/articles/2026-04-22/germany-halves-growth-forecast-for-2026-after-hit-from-iran-war

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> European consumer sentiment is in "free fall", in the European govt's own words. DHL’s CEO warned the world is heading for a quote tipping point – in other words, the race against time. Economic sentiment just crashed. Unemployment in places like Scandinavia has jumped while in the UK job losses have returned alongside the appearance of one of the worse labor market outcomes, the dropout. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

DHL CEO Warns of ‘Tipping Point’ Risk If Oil Shortage Persists
https://www.bloomberg.com/news/articles/2026-04-21/dhl-ceo-warns-of-tipping-point-risk-if-oil-shortage-persists

European Union Flash Consumer Confidence April 2026
https://economy-finance.ec.europa.eu/document/download/11ffc7fa-f14b-4ed7-a44c-2e45fa85fec5_en?filename=Flash_consumer_2026_04_en.pdf

German Investor Outlook Drops to Worst Since 2022 on Iran War
https://www.bloomberg.com/news/articles/2026-04-21/german-investor-outlook-drops-to-worst-since-2022-on-iran-war

Germany Halves 2026 Growth Forecast After Hit From Iran War
https://www.bloomberg.com/news/articles/2026-04-22/germany-halves-growth-forecast-for-2026-after-hit-from-iran-war

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 23 Apr 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1268 European consumer sentiment is in "free fall", in the European govt's own words. DHL’s CEO warned the world is heading for a quote tipping point – in other words, the race against time. Economic sentiment just crashed. Unemployment in places like Scandinavia has jumped while in the UK job losses have returned alongside the appearance of one of the worse labor market outcomes, the dropout. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

DHL CEO Warns of ‘Tipping Point’ Risk If Oil Shortage Persists
https://www.bloomberg.com/news/articles/2026-04-21/dhl-ceo-warns-of-tipping-point-risk-if-oil-shortage-persists

European Union Flash Consumer Confidence April 2026
https://economy-finance.ec.europa.eu/document/download/11ffc7fa-f14b-4ed7-a44c-2e45fa85fec5_en?filename=Flash_consumer_2026_04_en.pdf

German Investor Outlook Drops to Worst Since 2022 on Iran War
https://www.bloomberg.com/news/articles/2026-04-21/german-investor-outlook-drops-to-worst-since-2022-on-iran-war

Germany Halves 2026 Growth Forecast After Hit From Iran War
https://www.bloomberg.com/news/articles/2026-04-22/germany-halves-growth-forecast-for-2026-after-hit-from-iran-war

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Strait of Hormuz Is Breaking the Global Dollar System 1369 1369 The Strait of Hormuz Is Breaking the Global Dollar System full 7bf1b8c9-c9aa-4475-b70e-2dd770999cf4 https://share.transistor.fm/s/d9a6546a Countries REALLY don't want to go to DC and ask for a dollar swap line. One nation just did (according to WSJ) and it is one of the most critical redistribution centers in the eurodollar system. While the usual suspects go on about "dedollarization" and petroyuans, over here in the real world the consequences from lack of oil flow include a shortfall of dollars as much as oil.

Eurodollar University Money & Macro Analysis

U.A.E. Asks U.S. About a Wartime Financial Lifeline
https://www.wsj.com/world/middle-east/u-a-e-asks-u-s-for-a-wartime-financial-lifeline-3f9ea3a0

Qatar Warns of ‘Huge’ Economic Fallout From War in Coming Months
https://www.bloomberg.com/news/articles/2026-04-15/qatar-warns-of-huge-economic-fallout-from-war-in-coming-months

]]> Countries REALLY don't want to go to DC and ask for a dollar swap line. One nation just did (according to WSJ) and it is one of the most critical redistribution centers in the eurodollar system. While the usual suspects go on about "dedollarization" and petroyuans, over here in the real world the consequences from lack of oil flow include a shortfall of dollars as much as oil.

Eurodollar University Money & Macro Analysis

U.A.E. Asks U.S. About a Wartime Financial Lifeline
https://www.wsj.com/world/middle-east/u-a-e-asks-u-s-for-a-wartime-financial-lifeline-3f9ea3a0

Qatar Warns of ‘Huge’ Economic Fallout From War in Coming Months
https://www.bloomberg.com/news/articles/2026-04-15/qatar-warns-of-huge-economic-fallout-from-war-in-coming-months

]]> Thu, 23 Apr 2026 00:50:29 -0400 Jeff Snider Jeff Snider 1725 Countries REALLY don't want to go to DC and ask for a dollar swap line. One nation just did (according to WSJ) and it is one of the most critical redistribution centers in the eurodollar system. While the usual suspects go on about "dedollarization" and petroyuans, over here in the real world the consequences from lack of oil flow include a shortfall of dollars as much as oil.

Eurodollar University Money & Macro Analysis

U.A.E. Asks U.S. About a Wartime Financial Lifeline
https://www.wsj.com/world/middle-east/u-a-e-asks-u-s-for-a-wartime-financial-lifeline-3f9ea3a0

Qatar Warns of ‘Huge’ Economic Fallout From War in Coming Months
https://www.bloomberg.com/news/articles/2026-04-15/qatar-warns-of-huge-economic-fallout-from-war-in-coming-months

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No OMG! Did You See What Just Happened in China 1367 1367 OMG! Did You See What Just Happened in China full abdee2af-9fe6-4116-8fac-b9e1b30208c0 https://share.transistor.fm/s/36405eeb Interest rates in China’s bond market are aggressively declining, more at the short-term maturities. It’s a classic bond bull case, which means it isn’t bullish. The question is where this is coming from. Inside the country or outside? As if that wasn’t the only big signal, the Chinese government just did something that will have you shaking your head where it comes to consumer spending and retail sales data. 

Eurodollar University's conversation w/Steve Van Metre

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

Visit https://eurodollaruniversity.substack.com


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Interest rates in China’s bond market are aggressively declining, more at the short-term maturities. It’s a classic bond bull case, which means it isn’t bullish. The question is where this is coming from. Inside the country or outside? As if that wasn’t the only big signal, the Chinese government just did something that will have you shaking your head where it comes to consumer spending and retail sales data. 

Eurodollar University's conversation w/Steve Van Metre

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

Visit https://eurodollaruniversity.substack.com


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 20 Apr 2026 16:08:32 -0400 Jeff Snider Jeff Snider 1316 Interest rates in China’s bond market are aggressively declining, more at the short-term maturities. It’s a classic bond bull case, which means it isn’t bullish. The question is where this is coming from. Inside the country or outside? As if that wasn’t the only big signal, the Chinese government just did something that will have you shaking your head where it comes to consumer spending and retail sales data. 

Eurodollar University's conversation w/Steve Van Metre

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

Visit https://eurodollaruniversity.substack.com


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Banks Just Started Dumping Private Credit onto Insurance Companies 1366 1366 Banks Just Started Dumping Private Credit onto Insurance Companies full 28878d91-e8b2-4514-a848-54c362e61258 https://share.transistor.fm/s/444513d9 Banks are taking more steps to distance themselves from the growing private credit bust. They’re revaluing private credit assets that have been pledged to them as security for financing banks have provided to these shadow banks. I told you when JPM did it a month ago there would be others. Insurance companies are now really getting dragged into this mess, too, a double dose of Stage 2.

Eurodollar University's Money & Macro Analysis
----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

ACLI President and CEO David Chavern Responds to April 14th Financial Times Article on Private Credit 
https://www.acli.com/posting/acr26-003

Wall Street banks start trading derivatives to bet on pain in private credit
https://www.ft.com/content/54076a09-7a66-44f3-8e70-343f6d601e50?syn-25a6b1a6=1

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Banks are taking more steps to distance themselves from the growing private credit bust. They’re revaluing private credit assets that have been pledged to them as security for financing banks have provided to these shadow banks. I told you when JPM did it a month ago there would be others. Insurance companies are now really getting dragged into this mess, too, a double dose of Stage 2.

Eurodollar University's Money & Macro Analysis
----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

ACLI President and CEO David Chavern Responds to April 14th Financial Times Article on Private Credit 
https://www.acli.com/posting/acr26-003

Wall Street banks start trading derivatives to bet on pain in private credit
https://www.ft.com/content/54076a09-7a66-44f3-8e70-343f6d601e50?syn-25a6b1a6=1

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 20 Apr 2026 16:07:31 -0400 Jeff Snider Jeff Snider 1267 Banks are taking more steps to distance themselves from the growing private credit bust. They’re revaluing private credit assets that have been pledged to them as security for financing banks have provided to these shadow banks. I told you when JPM did it a month ago there would be others. Insurance companies are now really getting dragged into this mess, too, a double dose of Stage 2.

Eurodollar University's Money & Macro Analysis
----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

ACLI President and CEO David Chavern Responds to April 14th Financial Times Article on Private Credit 
https://www.acli.com/posting/acr26-003

Wall Street banks start trading derivatives to bet on pain in private credit
https://www.ft.com/content/54076a09-7a66-44f3-8e70-343f6d601e50?syn-25a6b1a6=1

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No New IRS Tax Return Data Shows People are COMPLETELY Out Of Money 1365 1365 New IRS Tax Return Data Shows People are COMPLETELY Out Of Money full f7bb953b-e8fb-4a32-93de-73089c2ed281 https://share.transistor.fm/s/7a84b7b3 The good news is the IRS is reporting about a 10% rise in average income tax refunds. However, the initial data is showing most Americans are just not spending the windfall. Understandably, they’re either saving the money or more often paying down debt. Those are certainly positive in their own way, helping struggling taxpayers repair their own fiscal balance sheets after years of limited income growth and jobs, but from the broader economic perspective it’s not what was hoped.  

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

Visit https://eurodollaruniversity.substack.com
-------------------------------------------------------

Did the 2008 Tax Rebates Stimulate Spending?
https://pmc.ncbi.nlm.nih.gov/articles/PMC3522430/

Tax Refund Splurge for Many Americans Is Paying Down Debt
https://www.bloomberg.com/news/articles/2026-04-16/higher-2026-tax-refunds-help-us-households-pay-down-credit-card-student-debt

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The good news is the IRS is reporting about a 10% rise in average income tax refunds. However, the initial data is showing most Americans are just not spending the windfall. Understandably, they’re either saving the money or more often paying down debt. Those are certainly positive in their own way, helping struggling taxpayers repair their own fiscal balance sheets after years of limited income growth and jobs, but from the broader economic perspective it’s not what was hoped.  

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

Visit https://eurodollaruniversity.substack.com
-------------------------------------------------------

Did the 2008 Tax Rebates Stimulate Spending?
https://pmc.ncbi.nlm.nih.gov/articles/PMC3522430/

Tax Refund Splurge for Many Americans Is Paying Down Debt
https://www.bloomberg.com/news/articles/2026-04-16/higher-2026-tax-refunds-help-us-households-pay-down-credit-card-student-debt

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 17 Apr 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1277 The good news is the IRS is reporting about a 10% rise in average income tax refunds. However, the initial data is showing most Americans are just not spending the windfall. Understandably, they’re either saving the money or more often paying down debt. Those are certainly positive in their own way, helping struggling taxpayers repair their own fiscal balance sheets after years of limited income growth and jobs, but from the broader economic perspective it’s not what was hoped.  

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

Visit https://eurodollaruniversity.substack.com
-------------------------------------------------------

Did the 2008 Tax Rebates Stimulate Spending?
https://pmc.ncbi.nlm.nih.gov/articles/PMC3522430/

Tax Refund Splurge for Many Americans Is Paying Down Debt
https://www.bloomberg.com/news/articles/2026-04-16/higher-2026-tax-refunds-help-us-households-pay-down-credit-card-student-debt

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No IMF Just Warned The Oil Crisis Will Push World Toward An Economic Meltdown 1364 1364 IMF Just Warned The Oil Crisis Will Push World Toward An Economic Meltdown full 750f5e97-5e40-40f8-a2c3-2351ff08bbaa https://share.transistor.fm/s/5b3f6f33 The IMF is getting nervous. Nervous to the point its chief economist just said the world is already drifting toward their newly minted adverse scenario. What does that mean? It means a collision course with the point of no return. And that point of no return is much closer than you’d think given how the world was in bad shape before the energy shock showed up. The difference between fragile and resilient makes all the difference. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The IMF is getting nervous. Nervous to the point its chief economist just said the world is already drifting toward their newly minted adverse scenario. What does that mean? It means a collision course with the point of no return. And that point of no return is much closer than you’d think given how the world was in bad shape before the energy shock showed up. The difference between fragile and resilient makes all the difference. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 16 Apr 2026 10:28:38 -0400 Jeff Snider Jeff Snider 1271 The IMF is getting nervous. Nervous to the point its chief economist just said the world is already drifting toward their newly minted adverse scenario. What does that mean? It means a collision course with the point of no return. And that point of no return is much closer than you’d think given how the world was in bad shape before the energy shock showed up. The difference between fragile and resilient makes all the difference. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oh No… Insurance Companies Are the Biggest Risk to Private Credit 1363 1363 Oh No… Insurance Companies Are the Biggest Risk to Private Credit full 20921221-90eb-40a5-96da-193b919014b6 https://share.transistor.fm/s/b320d770 You know who can’t stop talking about the private credit bust? The big bankers. Jamie Dimon is constantly in the media almost too happy to share his negative thoughts. Recently Goldman Sach’s David Solomon reminded everyone the credit cycle has not been repealed. But you know who hasn’t said a word? Life insurance execs. The companies that write retirement annuities. 2008 was about big banks. 2026 is about big insurance.  

Eurodollar University's Money & Macro Analysis

-----------------------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place.  Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 
https://eurodollar.university/memberships 

-----------------------------------------------------------

Life Insurers’ Role in the Intermediation Chain of Public and Private Credit to Risky Firms
https://www.federalreserve.gov/econres/notes/feds-notes/life-insurers-role-in-the-intermediation-chain-of-public-and-private-credit-to-risky-firms-20250321.html

US insurance regulators pulling back the curtain on private credit
https://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/3/us-insurance-regulators-pulling-back-the-curtain-on-private-credit-100049804

Insurers’ $1 Trillion Buildup in Private Credit Is Leaving Regulators in the Dust
https://www.wsj.com/finance/regulation/insurers-1-trillion-buildup-in-private-credit-is-leaving-regulators-in-the-dust-5f84cad8

The Rise Of Private Credit In Insurers' Investment Portfolios
https://www.spglobal.com/ratings/en/regulatory/article/the-rise-of-private-credit-in-insurers-investment-portfolios-s101643158

The Rise of Insurance-Linked Capital in Private Credit
https://www.abfjournal.com/the-rise-of-insurance-linked-capital-in-private-credit/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> You know who can’t stop talking about the private credit bust? The big bankers. Jamie Dimon is constantly in the media almost too happy to share his negative thoughts. Recently Goldman Sach’s David Solomon reminded everyone the credit cycle has not been repealed. But you know who hasn’t said a word? Life insurance execs. The companies that write retirement annuities. 2008 was about big banks. 2026 is about big insurance.  

Eurodollar University's Money & Macro Analysis

-----------------------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place.  Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 
https://eurodollar.university/memberships 

-----------------------------------------------------------

Life Insurers’ Role in the Intermediation Chain of Public and Private Credit to Risky Firms
https://www.federalreserve.gov/econres/notes/feds-notes/life-insurers-role-in-the-intermediation-chain-of-public-and-private-credit-to-risky-firms-20250321.html

US insurance regulators pulling back the curtain on private credit
https://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/3/us-insurance-regulators-pulling-back-the-curtain-on-private-credit-100049804

Insurers’ $1 Trillion Buildup in Private Credit Is Leaving Regulators in the Dust
https://www.wsj.com/finance/regulation/insurers-1-trillion-buildup-in-private-credit-is-leaving-regulators-in-the-dust-5f84cad8

The Rise Of Private Credit In Insurers' Investment Portfolios
https://www.spglobal.com/ratings/en/regulatory/article/the-rise-of-private-credit-in-insurers-investment-portfolios-s101643158

The Rise of Insurance-Linked Capital in Private Credit
https://www.abfjournal.com/the-rise-of-insurance-linked-capital-in-private-credit/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 15 Apr 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1326 You know who can’t stop talking about the private credit bust? The big bankers. Jamie Dimon is constantly in the media almost too happy to share his negative thoughts. Recently Goldman Sach’s David Solomon reminded everyone the credit cycle has not been repealed. But you know who hasn’t said a word? Life insurance execs. The companies that write retirement annuities. 2008 was about big banks. 2026 is about big insurance.  

Eurodollar University's Money & Macro Analysis

-----------------------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place.  Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 
https://eurodollar.university/memberships 

-----------------------------------------------------------

Life Insurers’ Role in the Intermediation Chain of Public and Private Credit to Risky Firms
https://www.federalreserve.gov/econres/notes/feds-notes/life-insurers-role-in-the-intermediation-chain-of-public-and-private-credit-to-risky-firms-20250321.html

US insurance regulators pulling back the curtain on private credit
https://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/3/us-insurance-regulators-pulling-back-the-curtain-on-private-credit-100049804

Insurers’ $1 Trillion Buildup in Private Credit Is Leaving Regulators in the Dust
https://www.wsj.com/finance/regulation/insurers-1-trillion-buildup-in-private-credit-is-leaving-regulators-in-the-dust-5f84cad8

The Rise Of Private Credit In Insurers' Investment Portfolios
https://www.spglobal.com/ratings/en/regulatory/article/the-rise-of-private-credit-in-insurers-investment-portfolios-s101643158

The Rise of Insurance-Linked Capital in Private Credit
https://www.abfjournal.com/the-rise-of-insurance-linked-capital-in-private-credit/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China Is Making a DESPERATE Move to Save Its $60 Trillion Crisis 1362 1362 China Is Making a DESPERATE Move to Save Its $60 Trillion Crisis full 8237ae81-dd47-4f1c-bc16-3801e4388f0e https://share.transistor.fm/s/b14112c8 Chinese banks are now trapped which is why China has finally entered an era of full-blown extend and pretend. It’s been on the edge of it for some time, but recent data and information out of the country show the banking sector has crossed that threshold into the low-rate trap which has squeezed profitability and left banks to bleed cash. So, more grim lending and credit data from China’s central bank just confirms everything including the trap having been sprung.    

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Underwater Mortgages Force China’s Banks to Get More Creative
https://www.bloomberg.com/news/features/2026-04-06/china-s-housing-crisis-forces-banks-to-confront-underwater-mortgages

China's largest banks' profits virtually flat as property slump continues
https://www.reuters.com/world/asia-pacific/chinas-icbc-worlds-biggest-bank-posts-1-profit-rise-2025-2026-03-27/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Chinese banks are now trapped which is why China has finally entered an era of full-blown extend and pretend. It’s been on the edge of it for some time, but recent data and information out of the country show the banking sector has crossed that threshold into the low-rate trap which has squeezed profitability and left banks to bleed cash. So, more grim lending and credit data from China’s central bank just confirms everything including the trap having been sprung.    

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Underwater Mortgages Force China’s Banks to Get More Creative
https://www.bloomberg.com/news/features/2026-04-06/china-s-housing-crisis-forces-banks-to-confront-underwater-mortgages

China's largest banks' profits virtually flat as property slump continues
https://www.reuters.com/world/asia-pacific/chinas-icbc-worlds-biggest-bank-posts-1-profit-rise-2025-2026-03-27/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 14 Apr 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1114 Chinese banks are now trapped which is why China has finally entered an era of full-blown extend and pretend. It’s been on the edge of it for some time, but recent data and information out of the country show the banking sector has crossed that threshold into the low-rate trap which has squeezed profitability and left banks to bleed cash. So, more grim lending and credit data from China’s central bank just confirms everything including the trap having been sprung.    

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Underwater Mortgages Force China’s Banks to Get More Creative
https://www.bloomberg.com/news/features/2026-04-06/china-s-housing-crisis-forces-banks-to-confront-underwater-mortgages

China's largest banks' profits virtually flat as property slump continues
https://www.reuters.com/world/asia-pacific/chinas-icbc-worlds-biggest-bank-posts-1-profit-rise-2025-2026-03-27/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Strait of Hormuz Crisis Just Triggered a GLOBAL Food Shock 1361 1361 The Strait of Hormuz Crisis Just Triggered a GLOBAL Food Shock full d8788b64-8cf0-4102-a82b-9ab9a1089688 https://share.transistor.fm/s/47a4d6e1 With talks between the US and Iran falling apart, there will be renewed focus this week on the Strait of Hormuz, getting it open and restoring traffic. Nearly all the focus so far as been on the energy part of the trade equation, the amount crude oil being able to transit the bottleneck. But there is another key set of commodities that are likewise being held back, and most people don’t realize just how big this is. Energy shock, yes, there is also a growing food shock.  

Eurodollar University's conversation w/Steve Van Metre

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place.  Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 

https://eurodollar.university/memberships 

Nations Race to Secure Enough Fertilizer and Prevent Food Crisis
https://www.youtube.com/watch?v=A-Dq0GSd_ck

It’s not just oil and gas. The Strait of Hormuz blockage is rattling another vital commodity
https://www.cnbc.com/2026/03/25/fertilizer-price-iran-war-food-security-inflation-urea-potash-nitrogen-farmers.html

FAO Chief Economist warns of severe global food security risks from disruption to Strait of Hormuz trade corridor
https://www.fao.org/newsroom/detail/fao-chief-economist-warns-of-severe-global-food-security-risks-from-disruption-to-strait-of-hormuz-trade-corridor/en


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> With talks between the US and Iran falling apart, there will be renewed focus this week on the Strait of Hormuz, getting it open and restoring traffic. Nearly all the focus so far as been on the energy part of the trade equation, the amount crude oil being able to transit the bottleneck. But there is another key set of commodities that are likewise being held back, and most people don’t realize just how big this is. Energy shock, yes, there is also a growing food shock.  

Eurodollar University's conversation w/Steve Van Metre

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place.  Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 

https://eurodollar.university/memberships 

Nations Race to Secure Enough Fertilizer and Prevent Food Crisis
https://www.youtube.com/watch?v=A-Dq0GSd_ck

It’s not just oil and gas. The Strait of Hormuz blockage is rattling another vital commodity
https://www.cnbc.com/2026/03/25/fertilizer-price-iran-war-food-security-inflation-urea-potash-nitrogen-farmers.html

FAO Chief Economist warns of severe global food security risks from disruption to Strait of Hormuz trade corridor
https://www.fao.org/newsroom/detail/fao-chief-economist-warns-of-severe-global-food-security-risks-from-disruption-to-strait-of-hormuz-trade-corridor/en


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 13 Apr 2026 19:00:00 -0400 Jeff Snider Jeff Snider 1367 With talks between the US and Iran falling apart, there will be renewed focus this week on the Strait of Hormuz, getting it open and restoring traffic. Nearly all the focus so far as been on the energy part of the trade equation, the amount crude oil being able to transit the bottleneck. But there is another key set of commodities that are likewise being held back, and most people don’t realize just how big this is. Energy shock, yes, there is also a growing food shock.  

Eurodollar University's conversation w/Steve Van Metre

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place.  Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 

https://eurodollar.university/memberships 

Nations Race to Secure Enough Fertilizer and Prevent Food Crisis
https://www.youtube.com/watch?v=A-Dq0GSd_ck

It’s not just oil and gas. The Strait of Hormuz blockage is rattling another vital commodity
https://www.cnbc.com/2026/03/25/fertilizer-price-iran-war-food-security-inflation-urea-potash-nitrogen-farmers.html

FAO Chief Economist warns of severe global food security risks from disruption to Strait of Hormuz trade corridor
https://www.fao.org/newsroom/detail/fao-chief-economist-warns-of-severe-global-food-security-risks-from-disruption-to-strait-of-hormuz-trade-corridor/en


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No $415 BILLION in Repo Fails!! The Global Banking Crisis Nobody's Talking About 1360 1360 $415 BILLION in Repo Fails!! The Global Banking Crisis Nobody's Talking About full 8d894a42-e0ec-494e-a292-5368a55b5f4a https://share.transistor.fm/s/e881885f Repo fails spiked to more than $415 billion. Treasury bill prices are jumping. Prices. US bank dealers are using their record government bond holdings at the same time foreigners are deploying huge amounts of their reserves of the same instruments. Treasuries bonds are all over the shadows and it has nothing do with interest rates or the Fed, except the Fed is providing a lot of the data. What does it all mean? The answer -a critical part of it - can be found in Nigeria. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Repo fails spiked to more than $415 billion. Treasury bill prices are jumping. Prices. US bank dealers are using their record government bond holdings at the same time foreigners are deploying huge amounts of their reserves of the same instruments. Treasuries bonds are all over the shadows and it has nothing do with interest rates or the Fed, except the Fed is providing a lot of the data. What does it all mean? The answer -a critical part of it - can be found in Nigeria. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 12 Apr 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1207 Repo fails spiked to more than $415 billion. Treasury bill prices are jumping. Prices. US bank dealers are using their record government bond holdings at the same time foreigners are deploying huge amounts of their reserves of the same instruments. Treasuries bonds are all over the shadows and it has nothing do with interest rates or the Fed, except the Fed is providing a lot of the data. What does it all mean? The answer -a critical part of it - can be found in Nigeria. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Target Just Revealed a Sudden Shift in Consumer Spending 1359 1359 Target Just Revealed a Sudden Shift in Consumer Spending full a13cac3c-2805-49db-b872-25360ffe8d87 https://share.transistor.fm/s/49b80871 Target is throwing in the towel on its previous losing strategy. Like many businesses, it tried to raise prices only to find its customers going elsewhere, largely to Walmart. Now Target is slashing its prices including on the towel it just threw in. The retail giant simply has no other choice given the sudden change in consumer behavior we’re seeing across the economic landscape.   

Eurodollar University's Money & Macro Analysis

Target cuts prices on 3,000 items as stubborn inflation keeps US consumers on edge
https://www.reuters.com/business/target-slashes-prices-more-than-3000-products-2026-03-11/

Fewer Americans Plan to Travel After Surging Fuel Costs Hit Budgets
https://www.bloomberg.com/news/articles/2026-04-02/fuel-price-rise-on-iran-war-has-americans-putting-vacations-on-hold

Numerator Consumers React to Rising Gas Prices
https://www.numerator.com/resources/blog/consumers-react-rising-gas-prices/

FRBNY SURVEY OF CONSUMER EXPECTATIONS
https://www.newyorkfed.org/microeconomics/sce#/


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Target is throwing in the towel on its previous losing strategy. Like many businesses, it tried to raise prices only to find its customers going elsewhere, largely to Walmart. Now Target is slashing its prices including on the towel it just threw in. The retail giant simply has no other choice given the sudden change in consumer behavior we’re seeing across the economic landscape.   

Eurodollar University's Money & Macro Analysis

Target cuts prices on 3,000 items as stubborn inflation keeps US consumers on edge
https://www.reuters.com/business/target-slashes-prices-more-than-3000-products-2026-03-11/

Fewer Americans Plan to Travel After Surging Fuel Costs Hit Budgets
https://www.bloomberg.com/news/articles/2026-04-02/fuel-price-rise-on-iran-war-has-americans-putting-vacations-on-hold

Numerator Consumers React to Rising Gas Prices
https://www.numerator.com/resources/blog/consumers-react-rising-gas-prices/

FRBNY SURVEY OF CONSUMER EXPECTATIONS
https://www.newyorkfed.org/microeconomics/sce#/


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 10 Apr 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1196 Target is throwing in the towel on its previous losing strategy. Like many businesses, it tried to raise prices only to find its customers going elsewhere, largely to Walmart. Now Target is slashing its prices including on the towel it just threw in. The retail giant simply has no other choice given the sudden change in consumer behavior we’re seeing across the economic landscape.   

Eurodollar University's Money & Macro Analysis

Target cuts prices on 3,000 items as stubborn inflation keeps US consumers on edge
https://www.reuters.com/business/target-slashes-prices-more-than-3000-products-2026-03-11/

Fewer Americans Plan to Travel After Surging Fuel Costs Hit Budgets
https://www.bloomberg.com/news/articles/2026-04-02/fuel-price-rise-on-iran-war-has-americans-putting-vacations-on-hold

Numerator Consumers React to Rising Gas Prices
https://www.numerator.com/resources/blog/consumers-react-rising-gas-prices/

FRBNY SURVEY OF CONSUMER EXPECTATIONS
https://www.newyorkfed.org/microeconomics/sce#/


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Asia Is Running Out of Dollars (Here’s What That Means) 1358 1358 Asia Is Running Out of Dollars (Here’s What That Means) full 9543ac9b-11a7-428f-8828-125437c92e95 https://share.transistor.fm/s/208157f9 Several countries across Asia are confirming they experienced major dollar funding losses last month amidst a cash crunch on surging demand for money to buy oil. Officials in Taiwan, Indonesia, India and in other places have had to scramble to contain the monetary pressure, causing several of them to expend significant reserves just to keep their currency values from plunging. Or, plunging more than they did. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Taiwan’s Foreign Reserves Drop Most Since 2011 on Intervention
https://www.bloomberg.com/news/articles/2026-04-08/taiwan-s-foreign-reserves-drop-most-since-2011-on-intervention

Bank Indonesia Prioritizes Stability as Rupiah Hits Record Lows
https://www.bloomberg.com/news/articles/2026-04-07/bank-indonesia-prioritizes-stability-as-rupiah-hits-record-lows

Indonesia’s FX Reserves Hit Two-Year Low on Rupiah Defense
https://www.bloomberg.com/news/articles/2026-04-08/indonesia-fx-reserves-hit-nearly-two-year-low-on-rupiah-defence

India’s Central Bank Holds Rate, Vows to Curb Volatile Rupee
https://www.bloomberg.com/news/articles/2026-04-08/india-keeps-key-rate-steady-as-weak-rupee-takes-center-stage

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Several countries across Asia are confirming they experienced major dollar funding losses last month amidst a cash crunch on surging demand for money to buy oil. Officials in Taiwan, Indonesia, India and in other places have had to scramble to contain the monetary pressure, causing several of them to expend significant reserves just to keep their currency values from plunging. Or, plunging more than they did. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Taiwan’s Foreign Reserves Drop Most Since 2011 on Intervention
https://www.bloomberg.com/news/articles/2026-04-08/taiwan-s-foreign-reserves-drop-most-since-2011-on-intervention

Bank Indonesia Prioritizes Stability as Rupiah Hits Record Lows
https://www.bloomberg.com/news/articles/2026-04-07/bank-indonesia-prioritizes-stability-as-rupiah-hits-record-lows

Indonesia’s FX Reserves Hit Two-Year Low on Rupiah Defense
https://www.bloomberg.com/news/articles/2026-04-08/indonesia-fx-reserves-hit-nearly-two-year-low-on-rupiah-defence

India’s Central Bank Holds Rate, Vows to Curb Volatile Rupee
https://www.bloomberg.com/news/articles/2026-04-08/india-keeps-key-rate-steady-as-weak-rupee-takes-center-stage

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 09 Apr 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1190 Several countries across Asia are confirming they experienced major dollar funding losses last month amidst a cash crunch on surging demand for money to buy oil. Officials in Taiwan, Indonesia, India and in other places have had to scramble to contain the monetary pressure, causing several of them to expend significant reserves just to keep their currency values from plunging. Or, plunging more than they did. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Taiwan’s Foreign Reserves Drop Most Since 2011 on Intervention
https://www.bloomberg.com/news/articles/2026-04-08/taiwan-s-foreign-reserves-drop-most-since-2011-on-intervention

Bank Indonesia Prioritizes Stability as Rupiah Hits Record Lows
https://www.bloomberg.com/news/articles/2026-04-07/bank-indonesia-prioritizes-stability-as-rupiah-hits-record-lows

Indonesia’s FX Reserves Hit Two-Year Low on Rupiah Defense
https://www.bloomberg.com/news/articles/2026-04-08/indonesia-fx-reserves-hit-nearly-two-year-low-on-rupiah-defence

India’s Central Bank Holds Rate, Vows to Curb Volatile Rupee
https://www.bloomberg.com/news/articles/2026-04-08/india-keeps-key-rate-steady-as-weak-rupee-takes-center-stage

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No "Jet Fuel Is Running Out" The Airline Collapse No One Is Pricing In 1357 1357 "Jet Fuel Is Running Out" The Airline Collapse No One Is Pricing In full f7553b24-d8c0-4fce-9a27-0e26e6948494 https://share.transistor.fm/s/c54d2669 Airports are canceling flights right now due fuel shortages and fears they will worsen. Airlines are including those in the US are already raising bag fees and other costs trying to pass along the doubling in jet fuel prices to passengers. Meanwhile, the international energy agency’s chief says the current oil crisis is worse than 1973, 1979, and 2022 combined. The thing is, that sounds crazy but sadly it’s not and we’re just now seeing the preliminary effects of Hormuz at the forefront in air travel. 

Eurodollar University's Money & Macro Analysis

If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. And coming soon EDU 2.0, an update on Eurodollar University with new designed course material more structured content, including both a browser and smartphone app. 

Check it out here:
https://eurodollar.university/memberships

World losing more barrels of oil each day than in two 1970s crises combined, IEA chief says – video
https://www.theguardian.com/world/video/2026/mar/23/world-losing-more-barrels-of-oil-each-day-than-in-two-1970s-crises-combined-iea-chief-says-video

IEA chief: current oil and gas crisis worse than 1973, 1979, 2022 together
https://www.reuters.com/business/energy/iea-chief-current-oil-gas-crisis-worse-than-1973-1979-2002-together-2026-04-07/

Korean travelers left stranded as Mideast turmoil pushes airlines to slash routes
https://www.koreaherald.com/article/10711811

Jet fuel supply concerns grow as war with Iran drags on, airlines cut flights
https://www.cnbc.com/2026/04/07/iran-war-jet-fuel-airlines.html

Italy Sets Jet Fuel Limits at Some Airports on Supply Gap
https://www.bloomberg.com/news/articles/2026-04-05/italy-sets-jet-fuel-limits-at-some-airports-on-supply-shortage

Delta Increases Checked Bag Charges by Up to $50 After Fuel Costs Rise
https://www.bloomberg.com/news/articles/2026-04-07/delta-air-will-boost-fees-on-baggage-amid-surging-oil-prices

United Airlines hikes checked bag fee by $10 as fuel prices continue to climb
https://www.cnbc.com/2026/04/02/united-airlines-raises-checked-bag-fees-fuel-prices-climb.html

Jet Fuel Spot Prices Over 60 Days 
https://www.airlines.org/dataset/argus-us-jet-fuel-index/

Iran War Fallout: Airlines Slash Thousands Of Flights Amid Global Fuel Shortages
https://simpleflying.com/iran-war-airline-flight-cancellations-fuel-shortage/

FRBNY SCE
https://www.newyorkfed.org/microeconomics/sce#/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Airports are canceling flights right now due fuel shortages and fears they will worsen. Airlines are including those in the US are already raising bag fees and other costs trying to pass along the doubling in jet fuel prices to passengers. Meanwhile, the international energy agency’s chief says the current oil crisis is worse than 1973, 1979, and 2022 combined. The thing is, that sounds crazy but sadly it’s not and we’re just now seeing the preliminary effects of Hormuz at the forefront in air travel. 

Eurodollar University's Money & Macro Analysis

If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. And coming soon EDU 2.0, an update on Eurodollar University with new designed course material more structured content, including both a browser and smartphone app. 

Check it out here:
https://eurodollar.university/memberships

World losing more barrels of oil each day than in two 1970s crises combined, IEA chief says – video
https://www.theguardian.com/world/video/2026/mar/23/world-losing-more-barrels-of-oil-each-day-than-in-two-1970s-crises-combined-iea-chief-says-video

IEA chief: current oil and gas crisis worse than 1973, 1979, 2022 together
https://www.reuters.com/business/energy/iea-chief-current-oil-gas-crisis-worse-than-1973-1979-2002-together-2026-04-07/

Korean travelers left stranded as Mideast turmoil pushes airlines to slash routes
https://www.koreaherald.com/article/10711811

Jet fuel supply concerns grow as war with Iran drags on, airlines cut flights
https://www.cnbc.com/2026/04/07/iran-war-jet-fuel-airlines.html

Italy Sets Jet Fuel Limits at Some Airports on Supply Gap
https://www.bloomberg.com/news/articles/2026-04-05/italy-sets-jet-fuel-limits-at-some-airports-on-supply-shortage

Delta Increases Checked Bag Charges by Up to $50 After Fuel Costs Rise
https://www.bloomberg.com/news/articles/2026-04-07/delta-air-will-boost-fees-on-baggage-amid-surging-oil-prices

United Airlines hikes checked bag fee by $10 as fuel prices continue to climb
https://www.cnbc.com/2026/04/02/united-airlines-raises-checked-bag-fees-fuel-prices-climb.html

Jet Fuel Spot Prices Over 60 Days 
https://www.airlines.org/dataset/argus-us-jet-fuel-index/

Iran War Fallout: Airlines Slash Thousands Of Flights Amid Global Fuel Shortages
https://simpleflying.com/iran-war-airline-flight-cancellations-fuel-shortage/

FRBNY SCE
https://www.newyorkfed.org/microeconomics/sce#/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 08 Apr 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1316 Airports are canceling flights right now due fuel shortages and fears they will worsen. Airlines are including those in the US are already raising bag fees and other costs trying to pass along the doubling in jet fuel prices to passengers. Meanwhile, the international energy agency’s chief says the current oil crisis is worse than 1973, 1979, and 2022 combined. The thing is, that sounds crazy but sadly it’s not and we’re just now seeing the preliminary effects of Hormuz at the forefront in air travel. 

Eurodollar University's Money & Macro Analysis

If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. And coming soon EDU 2.0, an update on Eurodollar University with new designed course material more structured content, including both a browser and smartphone app. 

Check it out here:
https://eurodollar.university/memberships

World losing more barrels of oil each day than in two 1970s crises combined, IEA chief says – video
https://www.theguardian.com/world/video/2026/mar/23/world-losing-more-barrels-of-oil-each-day-than-in-two-1970s-crises-combined-iea-chief-says-video

IEA chief: current oil and gas crisis worse than 1973, 1979, 2022 together
https://www.reuters.com/business/energy/iea-chief-current-oil-gas-crisis-worse-than-1973-1979-2002-together-2026-04-07/

Korean travelers left stranded as Mideast turmoil pushes airlines to slash routes
https://www.koreaherald.com/article/10711811

Jet fuel supply concerns grow as war with Iran drags on, airlines cut flights
https://www.cnbc.com/2026/04/07/iran-war-jet-fuel-airlines.html

Italy Sets Jet Fuel Limits at Some Airports on Supply Gap
https://www.bloomberg.com/news/articles/2026-04-05/italy-sets-jet-fuel-limits-at-some-airports-on-supply-shortage

Delta Increases Checked Bag Charges by Up to $50 After Fuel Costs Rise
https://www.bloomberg.com/news/articles/2026-04-07/delta-air-will-boost-fees-on-baggage-amid-surging-oil-prices

United Airlines hikes checked bag fee by $10 as fuel prices continue to climb
https://www.cnbc.com/2026/04/02/united-airlines-raises-checked-bag-fees-fuel-prices-climb.html

Jet Fuel Spot Prices Over 60 Days 
https://www.airlines.org/dataset/argus-us-jet-fuel-index/

Iran War Fallout: Airlines Slash Thousands Of Flights Amid Global Fuel Shortages
https://simpleflying.com/iran-war-airline-flight-cancellations-fuel-shortage/

FRBNY SCE
https://www.newyorkfed.org/microeconomics/sce#/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No "This Is What Happens Right Before an Economic Crisis" Jamie Dimon 1356 1356 "This Is What Happens Right Before an Economic Crisis" Jamie Dimon full 7f66a6a1-58ff-4ad8-95c1-10244d5e1efd https://share.transistor.fm/s/a1d219a8 Jamie Dimon, the head of the country’s largest bank, wrote his annual shareholder letter accompanying the firm’s annual report. Filled with numerous charts touting the company’s successes and thousands of words reinforcing them, it is a single one that sticks out like a sore thumb and therefore defines the entire effort. And, yes, it is about the private credit situation. Of that, he said “probably.” 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

https://www.jpmorganchase.com/ir/annual-report/2025/ar-ceo-letters

Recession odds climb on Wall Street as economy shows cracks beneath the surface
https://www.cnbc.com/2026/03/25/recession-odds-climb-on-wall-street-as-economy-shows-cracks-beneath-the-surface.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Jamie Dimon, the head of the country’s largest bank, wrote his annual shareholder letter accompanying the firm’s annual report. Filled with numerous charts touting the company’s successes and thousands of words reinforcing them, it is a single one that sticks out like a sore thumb and therefore defines the entire effort. And, yes, it is about the private credit situation. Of that, he said “probably.” 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

https://www.jpmorganchase.com/ir/annual-report/2025/ar-ceo-letters

Recession odds climb on Wall Street as economy shows cracks beneath the surface
https://www.cnbc.com/2026/03/25/recession-odds-climb-on-wall-street-as-economy-shows-cracks-beneath-the-surface.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 07 Apr 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1322 Jamie Dimon, the head of the country’s largest bank, wrote his annual shareholder letter accompanying the firm’s annual report. Filled with numerous charts touting the company’s successes and thousands of words reinforcing them, it is a single one that sticks out like a sore thumb and therefore defines the entire effort. And, yes, it is about the private credit situation. Of that, he said “probably.” 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

https://www.jpmorganchase.com/ir/annual-report/2025/ar-ceo-letters

Recession odds climb on Wall Street as economy shows cracks beneath the surface
https://www.cnbc.com/2026/03/25/recession-odds-climb-on-wall-street-as-economy-shows-cracks-beneath-the-surface.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Labor Market Just Sent A MASSIVE Warning To Investors 1355 1355 The Labor Market Just Sent A MASSIVE Warning To Investors full 14287674-4d1b-4f5b-bc96-e8226e20b383 https://share.transistor.fm/s/e3524930 Almost four hundred thousand American workers dropped out of the labor force in March, setting yet a new low in labor participation. Why? There are no jobs, a fact confirmed by both the employment estimate plus an utterly dismal hiring rate from JOLTS, one that rivaled January and February 2009. There’s more, too. S&P Global said the services sector contracted for the first time in three years last month and a decline in its employment index, showing how the oil price shock is already starting to sting. 

Eurodollar University's conversations w/Steve Van Metre

-------------------------------------------------------------
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.

If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

Visit our Substack page to sign up: https://eurodollaruniversity.substack.com

-------------------------------------------------------------

S&P Global US Services PMI March 2026
https://www.pmi.spglobal.com/Public/Home/PressRelease/cc86952bb550465d9093b048d7bfdeb8


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Almost four hundred thousand American workers dropped out of the labor force in March, setting yet a new low in labor participation. Why? There are no jobs, a fact confirmed by both the employment estimate plus an utterly dismal hiring rate from JOLTS, one that rivaled January and February 2009. There’s more, too. S&P Global said the services sector contracted for the first time in three years last month and a decline in its employment index, showing how the oil price shock is already starting to sting. 

Eurodollar University's conversations w/Steve Van Metre

-------------------------------------------------------------
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.

If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

Visit our Substack page to sign up: https://eurodollaruniversity.substack.com

-------------------------------------------------------------

S&P Global US Services PMI March 2026
https://www.pmi.spglobal.com/Public/Home/PressRelease/cc86952bb550465d9093b048d7bfdeb8


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 06 Apr 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1288 Almost four hundred thousand American workers dropped out of the labor force in March, setting yet a new low in labor participation. Why? There are no jobs, a fact confirmed by both the employment estimate plus an utterly dismal hiring rate from JOLTS, one that rivaled January and February 2009. There’s more, too. S&P Global said the services sector contracted for the first time in three years last month and a decline in its employment index, showing how the oil price shock is already starting to sting. 

Eurodollar University's conversations w/Steve Van Metre

-------------------------------------------------------------
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.

If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

Visit our Substack page to sign up: https://eurodollaruniversity.substack.com

-------------------------------------------------------------

S&P Global US Services PMI March 2026
https://www.pmi.spglobal.com/Public/Home/PressRelease/cc86952bb550465d9093b048d7bfdeb8


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oh No... The Oil Markets JUST BROKE 1354 1354 Oh No... The Oil Markets JUST BROKE full 8573b602-104f-4a57-9ec4-60fe2f7e5068 https://share.transistor.fm/s/c937e1aa Oil prices are absolutely soaring...AND CRASHING. Yes, at the same time. The main US petroleum benchmark surged by a whopping $11.42 a barrel on Thursday alone, the last trading day before the Good Friday holiday. And one key benchmark clocked in above $140. Yet, the rest of oil futures aren’t soaring at all. In fact, contracts for oil early next year are under $70 per barrel right now - more importantly they’ve been falling for a couple weeks already.   

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Oil prices are absolutely soaring...AND CRASHING. Yes, at the same time. The main US petroleum benchmark surged by a whopping $11.42 a barrel on Thursday alone, the last trading day before the Good Friday holiday. And one key benchmark clocked in above $140. Yet, the rest of oil futures aren’t soaring at all. In fact, contracts for oil early next year are under $70 per barrel right now - more importantly they’ve been falling for a couple weeks already.   

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 05 Apr 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1267 Oil prices are absolutely soaring...AND CRASHING. Yes, at the same time. The main US petroleum benchmark surged by a whopping $11.42 a barrel on Thursday alone, the last trading day before the Good Friday holiday. And one key benchmark clocked in above $140. Yet, the rest of oil futures aren’t soaring at all. In fact, contracts for oil early next year are under $70 per barrel right now - more importantly they’ve been falling for a couple weeks already.   

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: 40% Of Investors Can’t Get Their Money Out Of Private Credit Fund! 1353 1353 BREAKING: 40% Of Investors Can’t Get Their Money Out Of Private Credit Fund! full 680406c5-d90d-437e-aa00-607500fce7c1 https://share.transistor.fm/s/0cc0d8f3 First, we have our "subprime is contained" moment from the Fed. Second, the run on Blue Owl is "unprecedented." Third, and more important than either of those, it's ***who*** is doing the running. In its disclosure, the sad owl let slip the truth underneath more ridiculous spin. When investors demand 20% to 40% out of your top funds, it's finally time to stop pretending this is all nothing. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

Blue Owl Limits Redemptions on Private Credit Funds After Massive Exit Requests
https://www.bloomberg.com/news/articles/2026-04-02/blue-owl-bdcs-impose-caps-after-facing-41-22-requests-to-exit

Blue Owl struck by $5.4bn of redemption requests
https://www.ft.com/content/f4320148-3d81-4bd0-9ab6-053a5bade188?syn-25a6b1a6=1

Powell: We do not see systemic risks from private credit
https://www.centralbanking.com/central-banks/financial-stability/7975526/powell-we-do-not-see-systemic-risks-from-private-credit

CNBC Exclusive: Transcript: Berkshire Hathaway Chairman Warren Buffett Speaks with CNBC’s Becky Quick on “Squawk Box” Today
https://www.cnbc.com/2026/03/31/cnbc-exclusive-transcript-berkshire-hathaway-chairman-warren-buffett-speaks-with-cnbcs-becky-quick-on-squawk-box-today.html

Private Credit’s CLO Machine Ramps Up in Push to Raise More Cash
https://www.bloomberg.com/news/articles/2026-04-02/private-credit-s-clo-machine-ramps-up-in-push-to-raise-more-cash

]]> First, we have our "subprime is contained" moment from the Fed. Second, the run on Blue Owl is "unprecedented." Third, and more important than either of those, it's ***who*** is doing the running. In its disclosure, the sad owl let slip the truth underneath more ridiculous spin. When investors demand 20% to 40% out of your top funds, it's finally time to stop pretending this is all nothing. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

Blue Owl Limits Redemptions on Private Credit Funds After Massive Exit Requests
https://www.bloomberg.com/news/articles/2026-04-02/blue-owl-bdcs-impose-caps-after-facing-41-22-requests-to-exit

Blue Owl struck by $5.4bn of redemption requests
https://www.ft.com/content/f4320148-3d81-4bd0-9ab6-053a5bade188?syn-25a6b1a6=1

Powell: We do not see systemic risks from private credit
https://www.centralbanking.com/central-banks/financial-stability/7975526/powell-we-do-not-see-systemic-risks-from-private-credit

CNBC Exclusive: Transcript: Berkshire Hathaway Chairman Warren Buffett Speaks with CNBC’s Becky Quick on “Squawk Box” Today
https://www.cnbc.com/2026/03/31/cnbc-exclusive-transcript-berkshire-hathaway-chairman-warren-buffett-speaks-with-cnbcs-becky-quick-on-squawk-box-today.html

Private Credit’s CLO Machine Ramps Up in Push to Raise More Cash
https://www.bloomberg.com/news/articles/2026-04-02/private-credit-s-clo-machine-ramps-up-in-push-to-raise-more-cash

]]> Fri, 03 Apr 2026 07:00:00 -0400 Jeff Snider Jeff Snider 2445 First, we have our "subprime is contained" moment from the Fed. Second, the run on Blue Owl is "unprecedented." Third, and more important than either of those, it's ***who*** is doing the running. In its disclosure, the sad owl let slip the truth underneath more ridiculous spin. When investors demand 20% to 40% out of your top funds, it's finally time to stop pretending this is all nothing. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

Blue Owl Limits Redemptions on Private Credit Funds After Massive Exit Requests
https://www.bloomberg.com/news/articles/2026-04-02/blue-owl-bdcs-impose-caps-after-facing-41-22-requests-to-exit

Blue Owl struck by $5.4bn of redemption requests
https://www.ft.com/content/f4320148-3d81-4bd0-9ab6-053a5bade188?syn-25a6b1a6=1

Powell: We do not see systemic risks from private credit
https://www.centralbanking.com/central-banks/financial-stability/7975526/powell-we-do-not-see-systemic-risks-from-private-credit

CNBC Exclusive: Transcript: Berkshire Hathaway Chairman Warren Buffett Speaks with CNBC’s Becky Quick on “Squawk Box” Today
https://www.cnbc.com/2026/03/31/cnbc-exclusive-transcript-berkshire-hathaway-chairman-warren-buffett-speaks-with-cnbcs-becky-quick-on-squawk-box-today.html

Private Credit’s CLO Machine Ramps Up in Push to Raise More Cash
https://www.bloomberg.com/news/articles/2026-04-02/private-credit-s-clo-machine-ramps-up-in-push-to-raise-more-cash

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No OMG... Private Credit Just Got Worse… WAY Worse 1352 1352 OMG... Private Credit Just Got Worse… WAY Worse full ca5da088-dcd0-4783-9e89-46a25fd30b34 https://share.transistor.fm/s/3d8f98c8 Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/WW7Xqyc or code euro50.

Oracle announced it will be laying off tens of thousands of its employees in an attempt to save cash. Not that long ago the company could borrow any insane amount it wanted. In other words, the proposed job cuts at Oracle offer more confirmation of credit market stress. So do the layoffs Block had announced in late February. The cycle has completely flipped, including Fitch admitting one form of selective default is at a 14-year high while UBS locks up one European fund for three years!

Eurodollar University's Money & Macro Analysis

Oracle cutting thousands in latest layoff round as company continues to ramp AI spending
https://www.cnbc.com/2026/03/31/oracle-layoffs-ai-spending.html

Oracle announces Equity and Debt Financing Plan for Calendar Year 2026
https://investor.oracle.com/investor-news/news-details/2026/Oracle-announces-Equity-and-Debt-Financing-Plan-for-Calendar-Year-2026/default.aspx

UBS gates €400mn property fund for up to 3 years
https://www.ft.com/content/67d6e6ab-724c-4e23-b806-51fed911b766?syn-25a6b1a6=1

U.S. Private Credit Defaults Ease to 5.4% in February 2026
https://www.fitchratings.com/research/corporate-finance/us-private-credit-defaults-ease-to-5-4-in-february-2026-18-03-2026

Private Credit’s Investor Exodus Spreads to Consumer Loans
https://www.wsj.com/finance/investing/private-credits-investor-exodus-spreads-to-consumer-loans-de2507d7

Non-Cash-Generating Private-Credit Loans Rise to a 14-Year Peak, Fitch Says
https://www.wsj.com/articles/non-cash-generating-private-credit-loans-rise-to-a-14-year-peak-fitch-says-02ed4b94

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/WW7Xqyc or code euro50.

Oracle announced it will be laying off tens of thousands of its employees in an attempt to save cash. Not that long ago the company could borrow any insane amount it wanted. In other words, the proposed job cuts at Oracle offer more confirmation of credit market stress. So do the layoffs Block had announced in late February. The cycle has completely flipped, including Fitch admitting one form of selective default is at a 14-year high while UBS locks up one European fund for three years!

Eurodollar University's Money & Macro Analysis

Oracle cutting thousands in latest layoff round as company continues to ramp AI spending
https://www.cnbc.com/2026/03/31/oracle-layoffs-ai-spending.html

Oracle announces Equity and Debt Financing Plan for Calendar Year 2026
https://investor.oracle.com/investor-news/news-details/2026/Oracle-announces-Equity-and-Debt-Financing-Plan-for-Calendar-Year-2026/default.aspx

UBS gates €400mn property fund for up to 3 years
https://www.ft.com/content/67d6e6ab-724c-4e23-b806-51fed911b766?syn-25a6b1a6=1

U.S. Private Credit Defaults Ease to 5.4% in February 2026
https://www.fitchratings.com/research/corporate-finance/us-private-credit-defaults-ease-to-5-4-in-february-2026-18-03-2026

Private Credit’s Investor Exodus Spreads to Consumer Loans
https://www.wsj.com/finance/investing/private-credits-investor-exodus-spreads-to-consumer-loans-de2507d7

Non-Cash-Generating Private-Credit Loans Rise to a 14-Year Peak, Fitch Says
https://www.wsj.com/articles/non-cash-generating-private-credit-loans-rise-to-a-14-year-peak-fitch-says-02ed4b94

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 02 Apr 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1321 Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/WW7Xqyc or code euro50.

Oracle announced it will be laying off tens of thousands of its employees in an attempt to save cash. Not that long ago the company could borrow any insane amount it wanted. In other words, the proposed job cuts at Oracle offer more confirmation of credit market stress. So do the layoffs Block had announced in late February. The cycle has completely flipped, including Fitch admitting one form of selective default is at a 14-year high while UBS locks up one European fund for three years!

Eurodollar University's Money & Macro Analysis

Oracle cutting thousands in latest layoff round as company continues to ramp AI spending
https://www.cnbc.com/2026/03/31/oracle-layoffs-ai-spending.html

Oracle announces Equity and Debt Financing Plan for Calendar Year 2026
https://investor.oracle.com/investor-news/news-details/2026/Oracle-announces-Equity-and-Debt-Financing-Plan-for-Calendar-Year-2026/default.aspx

UBS gates €400mn property fund for up to 3 years
https://www.ft.com/content/67d6e6ab-724c-4e23-b806-51fed911b766?syn-25a6b1a6=1

U.S. Private Credit Defaults Ease to 5.4% in February 2026
https://www.fitchratings.com/research/corporate-finance/us-private-credit-defaults-ease-to-5-4-in-february-2026-18-03-2026

Private Credit’s Investor Exodus Spreads to Consumer Loans
https://www.wsj.com/finance/investing/private-credits-investor-exodus-spreads-to-consumer-loans-de2507d7

Non-Cash-Generating Private-Credit Loans Rise to a 14-Year Peak, Fitch Says
https://www.wsj.com/articles/non-cash-generating-private-credit-loans-rise-to-a-14-year-peak-fitch-says-02ed4b94

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Should NOT Be Happening in Oil Markets 1351 1351 This Should NOT Be Happening in Oil Markets full 52dac308-f353-4662-890a-a4728824527a https://share.transistor.fm/s/dcddc2c4 The question everyone should be asking themselves right now, this second, is why isn’t oil $130 per barrel? Today. Right now. When you look around the world, there are a lot of indications which strongly suggest crude is being drastically underpriced. A lot of it has to do with uncertainty, and I mean that in a very real sense – you don’t know if tomorrow the war’s over and tanker traffic spools up which means the crude price collapses. But that doesn’t fully account for the sheer scale of what’s already happened. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

Hormuz Tracker: Saudi Crude Heads to Pakistan in Rare Transit
https://www.bloomberg.com/news/articles/2026-03-29/hormuz-tracker-saudi-crude-heads-to-pakistan-in-rare-transit

The Strait of Hormuz Oil Shock Is Now Heading West
https://www.bloomberg.com/graphics/2026-iran-war-hormuz-closure-oil-shock/

Asia’s Air Travel Crisis Risks Spreading on Iran War’s Jet Fuel Squeeze
https://www.bloomberg.com/news/articles/2026-03-27/air-travel-crisis-risks-spreading-on-iran-war-s-jet-fuel-squeeze

Pressure Mounts on Europe Diesel Supply as Tankers Turn Away
https://www.bloomberg.com/news/articles/2026-03-30/tankers-carrying-diesel-toward-europe-change-course-in-atlantic

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The question everyone should be asking themselves right now, this second, is why isn’t oil $130 per barrel? Today. Right now. When you look around the world, there are a lot of indications which strongly suggest crude is being drastically underpriced. A lot of it has to do with uncertainty, and I mean that in a very real sense – you don’t know if tomorrow the war’s over and tanker traffic spools up which means the crude price collapses. But that doesn’t fully account for the sheer scale of what’s already happened. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

Hormuz Tracker: Saudi Crude Heads to Pakistan in Rare Transit
https://www.bloomberg.com/news/articles/2026-03-29/hormuz-tracker-saudi-crude-heads-to-pakistan-in-rare-transit

The Strait of Hormuz Oil Shock Is Now Heading West
https://www.bloomberg.com/graphics/2026-iran-war-hormuz-closure-oil-shock/

Asia’s Air Travel Crisis Risks Spreading on Iran War’s Jet Fuel Squeeze
https://www.bloomberg.com/news/articles/2026-03-27/air-travel-crisis-risks-spreading-on-iran-war-s-jet-fuel-squeeze

Pressure Mounts on Europe Diesel Supply as Tankers Turn Away
https://www.bloomberg.com/news/articles/2026-03-30/tankers-carrying-diesel-toward-europe-change-course-in-atlantic

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 01 Apr 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1194 The question everyone should be asking themselves right now, this second, is why isn’t oil $130 per barrel? Today. Right now. When you look around the world, there are a lot of indications which strongly suggest crude is being drastically underpriced. A lot of it has to do with uncertainty, and I mean that in a very real sense – you don’t know if tomorrow the war’s over and tanker traffic spools up which means the crude price collapses. But that doesn’t fully account for the sheer scale of what’s already happened. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

Hormuz Tracker: Saudi Crude Heads to Pakistan in Rare Transit
https://www.bloomberg.com/news/articles/2026-03-29/hormuz-tracker-saudi-crude-heads-to-pakistan-in-rare-transit

The Strait of Hormuz Oil Shock Is Now Heading West
https://www.bloomberg.com/graphics/2026-iran-war-hormuz-closure-oil-shock/

Asia’s Air Travel Crisis Risks Spreading on Iran War’s Jet Fuel Squeeze
https://www.bloomberg.com/news/articles/2026-03-27/air-travel-crisis-risks-spreading-on-iran-war-s-jet-fuel-squeeze

Pressure Mounts on Europe Diesel Supply as Tankers Turn Away
https://www.bloomberg.com/news/articles/2026-03-30/tankers-carrying-diesel-toward-europe-change-course-in-atlantic

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Uh Oh... Bonds Just Flipped While Oil Surges 1350 1350 Uh Oh... Bonds Just Flipped While Oil Surges full fefba891-638b-4db7-9bf7-7fbfc95554b5 https://share.transistor.fm/s/8ca0fb8f Bond rates have completely reversed course and are falling again despite oil prices that haven’t budged. This is a clear warning that central bankers are already out of time for their rate hikes and inflation scenarios. In fact, inflation expectations in the marketplace which never got high to be begin with have collapsed in an ominous sign. Together with a surge in repo fails and other dollar tightening signals, including a sharp rise in the dollar exchange rate, the bond market is clearly worried the oil shock has blown past the point of no return. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Bond rates have completely reversed course and are falling again despite oil prices that haven’t budged. This is a clear warning that central bankers are already out of time for their rate hikes and inflation scenarios. In fact, inflation expectations in the marketplace which never got high to be begin with have collapsed in an ominous sign. Together with a surge in repo fails and other dollar tightening signals, including a sharp rise in the dollar exchange rate, the bond market is clearly worried the oil shock has blown past the point of no return. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 31 Mar 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1226 Bond rates have completely reversed course and are falling again despite oil prices that haven’t budged. This is a clear warning that central bankers are already out of time for their rate hikes and inflation scenarios. In fact, inflation expectations in the marketplace which never got high to be begin with have collapsed in an ominous sign. Together with a surge in repo fails and other dollar tightening signals, including a sharp rise in the dollar exchange rate, the bond market is clearly worried the oil shock has blown past the point of no return. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The European Banking System Just Did Something VERY Strange 1348 1348 The European Banking System Just Did Something VERY Strange full ed181fb8-d0c8-4ea9-91c3-ec8e41946b89 https://share.transistor.fm/s/be07841b Many top European bankers did not do themselves any favors when pressed on the private credit bust, preferring to hide behind semantics or deflect at every chance. One who stood out was Deutsch Bank’s vice chair of global macro who bluntly stated if it wasn’t for Iran the private credit crisis would be all anyone would be talking about right now. For whatever the political spin among the rest of them, European bank balance sheets don’t lie. Wait until you see what they’ve been up to. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

Think private credit fears are overblown? Think again, says Deutsche
https://www.afr.com/markets/equity-markets/think-private-credit-fears-are-overblown-think-again-says-deutsche-20260327-p5zj5n

Private Credit Jitters Put European Banking Chiefs on Defense
https://www.bloomberg.com/news/articles/2026-03-19/private-credit-jitters-put-european-banking-chiefs-on-defense

ECB to Start Fresh Checks on Banks’ Private Credit Exposures
https://www.bloomberg.com/news/articles/2026-03-24/ecb-to-start-fresh-checks-on-banks-exposure-to-private-credit

German Business Outlook Sinks as Iran Puts Recovery ‘on Ice’
https://www.bloomberg.com/news/articles/2026-03-25/german-business-outlook-sinks-as-iran-war-puts-recovery-on-ice

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Many top European bankers did not do themselves any favors when pressed on the private credit bust, preferring to hide behind semantics or deflect at every chance. One who stood out was Deutsch Bank’s vice chair of global macro who bluntly stated if it wasn’t for Iran the private credit crisis would be all anyone would be talking about right now. For whatever the political spin among the rest of them, European bank balance sheets don’t lie. Wait until you see what they’ve been up to. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

Think private credit fears are overblown? Think again, says Deutsche
https://www.afr.com/markets/equity-markets/think-private-credit-fears-are-overblown-think-again-says-deutsche-20260327-p5zj5n

Private Credit Jitters Put European Banking Chiefs on Defense
https://www.bloomberg.com/news/articles/2026-03-19/private-credit-jitters-put-european-banking-chiefs-on-defense

ECB to Start Fresh Checks on Banks’ Private Credit Exposures
https://www.bloomberg.com/news/articles/2026-03-24/ecb-to-start-fresh-checks-on-banks-exposure-to-private-credit

German Business Outlook Sinks as Iran Puts Recovery ‘on Ice’
https://www.bloomberg.com/news/articles/2026-03-25/german-business-outlook-sinks-as-iran-war-puts-recovery-on-ice

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 30 Mar 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1196 Many top European bankers did not do themselves any favors when pressed on the private credit bust, preferring to hide behind semantics or deflect at every chance. One who stood out was Deutsch Bank’s vice chair of global macro who bluntly stated if it wasn’t for Iran the private credit crisis would be all anyone would be talking about right now. For whatever the political spin among the rest of them, European bank balance sheets don’t lie. Wait until you see what they’ve been up to. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

Think private credit fears are overblown? Think again, says Deutsche
https://www.afr.com/markets/equity-markets/think-private-credit-fears-are-overblown-think-again-says-deutsche-20260327-p5zj5n

Private Credit Jitters Put European Banking Chiefs on Defense
https://www.bloomberg.com/news/articles/2026-03-19/private-credit-jitters-put-european-banking-chiefs-on-defense

ECB to Start Fresh Checks on Banks’ Private Credit Exposures
https://www.bloomberg.com/news/articles/2026-03-24/ecb-to-start-fresh-checks-on-banks-exposure-to-private-credit

German Business Outlook Sinks as Iran Puts Recovery ‘on Ice’
https://www.bloomberg.com/news/articles/2026-03-25/german-business-outlook-sinks-as-iran-war-puts-recovery-on-ice

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We May Have Just Passed the Point of No Return 1349 1349 We May Have Just Passed the Point of No Return full 25c77d7f-de95-4f99-984c-7d7db5183377 https://share.transistor.fm/s/2d187835 It’s only been a little less than a month, but the economic and financial fallout from the Iran conflict is already taking shape as we search for that point of no return. Sentiment has dropped, economic activity is threatened, even stocks are now in correction territory across the board. While central bankers especially over in Europe are in full-blown inflation panic, it’s a much different story emerging from the real economy. This thing is quickly taking on all the characteristics of a full-blown oil shock. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> It’s only been a little less than a month, but the economic and financial fallout from the Iran conflict is already taking shape as we search for that point of no return. Sentiment has dropped, economic activity is threatened, even stocks are now in correction territory across the board. While central bankers especially over in Europe are in full-blown inflation panic, it’s a much different story emerging from the real economy. This thing is quickly taking on all the characteristics of a full-blown oil shock. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 30 Mar 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1379 It’s only been a little less than a month, but the economic and financial fallout from the Iran conflict is already taking shape as we search for that point of no return. Sentiment has dropped, economic activity is threatened, even stocks are now in correction territory across the board. While central bankers especially over in Europe are in full-blown inflation panic, it’s a much different story emerging from the real economy. This thing is quickly taking on all the characteristics of a full-blown oil shock. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------

With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

To watch a replay of our webinar, click below. 
https://youtube.com/live/dkgSJvjWs5M?feature=share

To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below:

https://www.eurodollar.university/webinar-offer

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Oil Rationing Have Started 1347 1347 BREAKING: Oil Rationing Have Started full 25475465-07c9-407a-bdec-07135ad89ff4 https://share.transistor.fm/s/fd2bdfe1 The oil shock has moved way beyond merely being a price problem. The blockage at Hormuz has already created a very real physical shortage of fuel across much of Asia, and it’s now threatening to hit Europe according to the CEO of Shell Energy. It’s only been about four weeks but we’re seeing major disruptions already, from Australia to South Korea, India, Egypt. Among the hardest hit is the Philippines. There are reports today some airlines are being told to plan for rationing fuel in a few places. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

Australia Fuel Crunch Expands to Hundreds of Gas Stations
https://www.bloomberg.com/news/articles/2026-03-24/australia-fuel-shortages-expand-to-hundreds-of-service-stations

Securing Australia’s fuel supply
https://www.energy.gov.au/news/securing-australias-fuel-supply

Egypt mandates new closing time for malls and cafes to curb energy use
https://www.egyptindependent.com/egypt-mandates-new-closing-time-for-malls-and-cafes-to-curb-energy-use/

India Turns to Dirty Fuels to Fight Crippling Supply Squeeze
https://www.bloomberg.com/news/articles/2026-03-12/india-turns-to-dirty-fuels-to-fight-off-worst-supply-disruption-mmnfhzzs

Marcos promises 'flow of oil' as Philippines declares energy emergency
https://www.bbc.com/news/articles/c3ex8ez3717o

Airline boss flags possible fuel rationing in Philippines as supplies dwindle
https://www.scmp.com/news/asia/southeast-asia/article/3347804/airline-boss-flags-possible-fuel-rationing-philippines-supplies-dwindle

Signs of Jet Fuel Hoarding Emerge in Asia on Iran Oil Shock
https://www.bloomberg.com/news/articles/2026-03-25/signs-of-jet-fuel-hoarding-emerge-in-asia-after-iran-oil-shock

Shell Boss Warns Europe Is Next After Asia Suffers Fuel Squeeze
https://www.bloomberg.com/news/articles/2026-03-24/shell-boss-warns-europe-is-next-after-asia-suffers-fuel-squeeze

Oil giants raise the alarm over energy shortages as Iran war drags on
https://www.cnbc.com/2026/03/25/iran-war-oil-shell-totalenergies-energy-strait-of-hormuz.html

S&P Global March 2026 US PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/adc91b5cf42442cbb220d5b66b64ec7d

Indian police manage long lines as panic grows over fuel shortages
https://www.aljazeera.com/video/newsfeed/2026/3/25/indian-police-manage-long-lines-as-panic-grows-over-fuel-shortages

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The oil shock has moved way beyond merely being a price problem. The blockage at Hormuz has already created a very real physical shortage of fuel across much of Asia, and it’s now threatening to hit Europe according to the CEO of Shell Energy. It’s only been about four weeks but we’re seeing major disruptions already, from Australia to South Korea, India, Egypt. Among the hardest hit is the Philippines. There are reports today some airlines are being told to plan for rationing fuel in a few places. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

Australia Fuel Crunch Expands to Hundreds of Gas Stations
https://www.bloomberg.com/news/articles/2026-03-24/australia-fuel-shortages-expand-to-hundreds-of-service-stations

Securing Australia’s fuel supply
https://www.energy.gov.au/news/securing-australias-fuel-supply

Egypt mandates new closing time for malls and cafes to curb energy use
https://www.egyptindependent.com/egypt-mandates-new-closing-time-for-malls-and-cafes-to-curb-energy-use/

India Turns to Dirty Fuels to Fight Crippling Supply Squeeze
https://www.bloomberg.com/news/articles/2026-03-12/india-turns-to-dirty-fuels-to-fight-off-worst-supply-disruption-mmnfhzzs

Marcos promises 'flow of oil' as Philippines declares energy emergency
https://www.bbc.com/news/articles/c3ex8ez3717o

Airline boss flags possible fuel rationing in Philippines as supplies dwindle
https://www.scmp.com/news/asia/southeast-asia/article/3347804/airline-boss-flags-possible-fuel-rationing-philippines-supplies-dwindle

Signs of Jet Fuel Hoarding Emerge in Asia on Iran Oil Shock
https://www.bloomberg.com/news/articles/2026-03-25/signs-of-jet-fuel-hoarding-emerge-in-asia-after-iran-oil-shock

Shell Boss Warns Europe Is Next After Asia Suffers Fuel Squeeze
https://www.bloomberg.com/news/articles/2026-03-24/shell-boss-warns-europe-is-next-after-asia-suffers-fuel-squeeze

Oil giants raise the alarm over energy shortages as Iran war drags on
https://www.cnbc.com/2026/03/25/iran-war-oil-shell-totalenergies-energy-strait-of-hormuz.html

S&P Global March 2026 US PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/adc91b5cf42442cbb220d5b66b64ec7d

Indian police manage long lines as panic grows over fuel shortages
https://www.aljazeera.com/video/newsfeed/2026/3/25/indian-police-manage-long-lines-as-panic-grows-over-fuel-shortages

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 26 Mar 2026 06:00:00 -0400 Jeff Snider Jeff Snider 1246 The oil shock has moved way beyond merely being a price problem. The blockage at Hormuz has already created a very real physical shortage of fuel across much of Asia, and it’s now threatening to hit Europe according to the CEO of Shell Energy. It’s only been about four weeks but we’re seeing major disruptions already, from Australia to South Korea, India, Egypt. Among the hardest hit is the Philippines. There are reports today some airlines are being told to plan for rationing fuel in a few places. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

Australia Fuel Crunch Expands to Hundreds of Gas Stations
https://www.bloomberg.com/news/articles/2026-03-24/australia-fuel-shortages-expand-to-hundreds-of-service-stations

Securing Australia’s fuel supply
https://www.energy.gov.au/news/securing-australias-fuel-supply

Egypt mandates new closing time for malls and cafes to curb energy use
https://www.egyptindependent.com/egypt-mandates-new-closing-time-for-malls-and-cafes-to-curb-energy-use/

India Turns to Dirty Fuels to Fight Crippling Supply Squeeze
https://www.bloomberg.com/news/articles/2026-03-12/india-turns-to-dirty-fuels-to-fight-off-worst-supply-disruption-mmnfhzzs

Marcos promises 'flow of oil' as Philippines declares energy emergency
https://www.bbc.com/news/articles/c3ex8ez3717o

Airline boss flags possible fuel rationing in Philippines as supplies dwindle
https://www.scmp.com/news/asia/southeast-asia/article/3347804/airline-boss-flags-possible-fuel-rationing-philippines-supplies-dwindle

Signs of Jet Fuel Hoarding Emerge in Asia on Iran Oil Shock
https://www.bloomberg.com/news/articles/2026-03-25/signs-of-jet-fuel-hoarding-emerge-in-asia-after-iran-oil-shock

Shell Boss Warns Europe Is Next After Asia Suffers Fuel Squeeze
https://www.bloomberg.com/news/articles/2026-03-24/shell-boss-warns-europe-is-next-after-asia-suffers-fuel-squeeze

Oil giants raise the alarm over energy shortages as Iran war drags on
https://www.cnbc.com/2026/03/25/iran-war-oil-shell-totalenergies-energy-strait-of-hormuz.html

S&P Global March 2026 US PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/adc91b5cf42442cbb220d5b66b64ec7d

Indian police manage long lines as panic grows over fuel shortages
https://www.aljazeera.com/video/newsfeed/2026/3/25/indian-police-manage-long-lines-as-panic-grows-over-fuel-shortages

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Moody's JUST Downgraded A MASSIVE Private Credit Fund! 1346 1346 BREAKING: Moody's JUST Downgraded A MASSIVE Private Credit Fund! full 2bc05226-bc99-46c6-9f49-78e214fddf78 https://share.transistor.fm/s/9a967ace Another major development in private credit crisis - yes, it is a crisis now. Moody's downgraded a $13 billion KKR co-managed private credit fund, citing "asset quality challenges." This is a huge escalation for three key reasons we'll go over here.

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

Retail investors pull billions from private capital’s credit gold mine
https://www.ft.com/content/3103e960-5e54-4cff-a439-b61a77ab21bd?syn-25a6b1a6=1

Blackstone’s Gray: Market ‘noise’ fueled record redemptions from world’s largest private credit fund
https://www.cnbc.com/2026/03/03/blackstone-private-credit-fund.html

Moody's 
https://ratings.moodys.com/ratings-news/461835

]]> Another major development in private credit crisis - yes, it is a crisis now. Moody's downgraded a $13 billion KKR co-managed private credit fund, citing "asset quality challenges." This is a huge escalation for three key reasons we'll go over here.

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

Retail investors pull billions from private capital’s credit gold mine
https://www.ft.com/content/3103e960-5e54-4cff-a439-b61a77ab21bd?syn-25a6b1a6=1

Blackstone’s Gray: Market ‘noise’ fueled record redemptions from world’s largest private credit fund
https://www.cnbc.com/2026/03/03/blackstone-private-credit-fund.html

Moody's 
https://ratings.moodys.com/ratings-news/461835

]]> Wed, 25 Mar 2026 09:06:05 -0400 Jeff Snider Jeff Snider 2399 Another major development in private credit crisis - yes, it is a crisis now. Moody's downgraded a $13 billion KKR co-managed private credit fund, citing "asset quality challenges." This is a huge escalation for three key reasons we'll go over here.

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

Retail investors pull billions from private capital’s credit gold mine
https://www.ft.com/content/3103e960-5e54-4cff-a439-b61a77ab21bd?syn-25a6b1a6=1

Blackstone’s Gray: Market ‘noise’ fueled record redemptions from world’s largest private credit fund
https://www.cnbc.com/2026/03/03/blackstone-private-credit-fund.html

Moody's 
https://ratings.moodys.com/ratings-news/461835

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Holy Sh*t… Blackstone’s “Safe” Fund Just Lost Money 1345 1345 Holy Sh*t… Blackstone’s “Safe” Fund Just Lost Money full a8fe9a69-e8fd-45f8-addb-1110a5279ebf https://share.transistor.fm/s/23304a61 Blackstone’s $83 billion BCred fund just reported its first monthly loss due to actual credit problems. However, it’s never credit losses that kill you; it’s always the forced selling, the liquidations. Financial crises begin with small credit losses and then snowball into something far greater because the issues here aren’t numbers on a spreadsheet and seemingly reasonable expected loss calculations. This all comes down to trust and information. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

Jon Gray Blackstone President
https://x.com/blackstone/status/2035088934753935648?

Blackstone Private Credit Fund Has First Monthly Loss Since 2022
https://www.bloomberg.com/news/articles/2026-03-20/blackstone-private-credit-fund-has-first-monthly-loss-since-2022

Private Credit Firm Ares Holds Town Hall to Reassure Staff on Market Volatility 
https://www.bloomberg.com/news/articles/2026-03-11/ares-holds-townhall-to-reassure-staff-on-market-uncertainties

Ares CEO Says UBS Call on 15% Private Debt Default ‘Absolutely Wrong’
https://www.bloomberg.com/news/articles/2026-03-03/arougheti-says-15-private-debt-default-call-absolutely-wrong

New York Fed Sells Remainder of Maiden Lane LLC Securities; Approximately $2.5 Billion Net Gain Generated for U.S. Public from the Portfolio
https://www.newyorkfed.org/newsevents/news/markets/2018/an180918

Maiden Lane Transactions
https://www.newyorkfed.org/markets/maidenlane.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Blackstone’s $83 billion BCred fund just reported its first monthly loss due to actual credit problems. However, it’s never credit losses that kill you; it’s always the forced selling, the liquidations. Financial crises begin with small credit losses and then snowball into something far greater because the issues here aren’t numbers on a spreadsheet and seemingly reasonable expected loss calculations. This all comes down to trust and information. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

Jon Gray Blackstone President
https://x.com/blackstone/status/2035088934753935648?

Blackstone Private Credit Fund Has First Monthly Loss Since 2022
https://www.bloomberg.com/news/articles/2026-03-20/blackstone-private-credit-fund-has-first-monthly-loss-since-2022

Private Credit Firm Ares Holds Town Hall to Reassure Staff on Market Volatility 
https://www.bloomberg.com/news/articles/2026-03-11/ares-holds-townhall-to-reassure-staff-on-market-uncertainties

Ares CEO Says UBS Call on 15% Private Debt Default ‘Absolutely Wrong’
https://www.bloomberg.com/news/articles/2026-03-03/arougheti-says-15-private-debt-default-call-absolutely-wrong

New York Fed Sells Remainder of Maiden Lane LLC Securities; Approximately $2.5 Billion Net Gain Generated for U.S. Public from the Portfolio
https://www.newyorkfed.org/newsevents/news/markets/2018/an180918

Maiden Lane Transactions
https://www.newyorkfed.org/markets/maidenlane.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 24 Mar 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1321 Blackstone’s $83 billion BCred fund just reported its first monthly loss due to actual credit problems. However, it’s never credit losses that kill you; it’s always the forced selling, the liquidations. Financial crises begin with small credit losses and then snowball into something far greater because the issues here aren’t numbers on a spreadsheet and seemingly reasonable expected loss calculations. This all comes down to trust and information. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

Jon Gray Blackstone President
https://x.com/blackstone/status/2035088934753935648?

Blackstone Private Credit Fund Has First Monthly Loss Since 2022
https://www.bloomberg.com/news/articles/2026-03-20/blackstone-private-credit-fund-has-first-monthly-loss-since-2022

Private Credit Firm Ares Holds Town Hall to Reassure Staff on Market Volatility 
https://www.bloomberg.com/news/articles/2026-03-11/ares-holds-townhall-to-reassure-staff-on-market-uncertainties

Ares CEO Says UBS Call on 15% Private Debt Default ‘Absolutely Wrong’
https://www.bloomberg.com/news/articles/2026-03-03/arougheti-says-15-private-debt-default-call-absolutely-wrong

New York Fed Sells Remainder of Maiden Lane LLC Securities; Approximately $2.5 Billion Net Gain Generated for U.S. Public from the Portfolio
https://www.newyorkfed.org/newsevents/news/markets/2018/an180918

Maiden Lane Transactions
https://www.newyorkfed.org/markets/maidenlane.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WTF Is Happening to Global Markets 1344 1344 WTF Is Happening to Global Markets full 3823a17c-f30b-4135-8398-c96ed8f82dde https://share.transistor.fm/s/ebf63b75 Global financial markets are all over the place. We’ve talked about commodities being crushed, getting liquidated due to serious and underappreciated funding stress. The other side of that, rising dollar and flight to safety. And on the flipside, growing risk aversion which has markets especially overseas rolling over. Meanwhile, bonds are struggling because central banks are beginning to really panic especially over in Europe.

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Global financial markets are all over the place. We’ve talked about commodities being crushed, getting liquidated due to serious and underappreciated funding stress. The other side of that, rising dollar and flight to safety. And on the flipside, growing risk aversion which has markets especially overseas rolling over. Meanwhile, bonds are struggling because central banks are beginning to really panic especially over in Europe.

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 23 Mar 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1285 Global financial markets are all over the place. We’ve talked about commodities being crushed, getting liquidated due to serious and underappreciated funding stress. The other side of that, rising dollar and flight to safety. And on the flipside, growing risk aversion which has markets especially overseas rolling over. Meanwhile, bonds are struggling because central banks are beginning to really panic especially over in Europe.

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oil Shock → Dollar Shock → Deflation: The Chain Reaction Just Started 1343 1343 Oil Shock → Dollar Shock → Deflation: The Chain Reaction Just Started full d3212d2a-e425-4ddc-ae6d-480d592f9541 https://share.transistor.fm/s/e6a892a0 Liquidations, not mere selling. There's more going on behind the scenes than you think. Critical metals being liquidated means a growing worldwide dollar problem. Possibly a big one. While central bankers are running around talking about rate hikes because they wrongly believe oil prices are inflationary, where it actually matters we’re already seeing the total opposite only starting with gold’s worst week in forever. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

Global Risks Renew Dollar Demand in the Currency Swaps Market
https://www.bloomberg.com/news/articles/2026-03-03/global-risks-renew-dollar-demand-in-the-currency-swaps-market

The Dollar's Double Life: Not All Dollar Appreciations Are Born Equal for the Cross-Currency Basis
https://onlinelibrary.wiley.com/doi/full/10.1002/fut.70081

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Liquidations, not mere selling. There's more going on behind the scenes than you think. Critical metals being liquidated means a growing worldwide dollar problem. Possibly a big one. While central bankers are running around talking about rate hikes because they wrongly believe oil prices are inflationary, where it actually matters we’re already seeing the total opposite only starting with gold’s worst week in forever. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

Global Risks Renew Dollar Demand in the Currency Swaps Market
https://www.bloomberg.com/news/articles/2026-03-03/global-risks-renew-dollar-demand-in-the-currency-swaps-market

The Dollar's Double Life: Not All Dollar Appreciations Are Born Equal for the Cross-Currency Basis
https://onlinelibrary.wiley.com/doi/full/10.1002/fut.70081

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 22 Mar 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1216 Liquidations, not mere selling. There's more going on behind the scenes than you think. Critical metals being liquidated means a growing worldwide dollar problem. Possibly a big one. While central bankers are running around talking about rate hikes because they wrongly believe oil prices are inflationary, where it actually matters we’re already seeing the total opposite only starting with gold’s worst week in forever. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

Global Risks Renew Dollar Demand in the Currency Swaps Market
https://www.bloomberg.com/news/articles/2026-03-03/global-risks-renew-dollar-demand-in-the-currency-swaps-market

The Dollar's Double Life: Not All Dollar Appreciations Are Born Equal for the Cross-Currency Basis
https://onlinelibrary.wiley.com/doi/full/10.1002/fut.70081

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Housing Just PLUNGED 17.6%!!! What You Must Know 1342 1342 Housing Just PLUNGED 17.6%!!! What You Must Know full 2dad56f2-b009-495a-9053-1c4bec35a402 https://share.transistor.fm/s/d70530ca Sales of newly built homes crashed by a massive 17.6% in January, with a 44% drop in the Northeast and 34% slide in the Midwest. Of course, everyone is trying to blame it on weather but sales were already weakening in December and those in the Western part of the country were down by a whopping 22%. It’s now like we’ve haven’t been following a macro bust in the property sector. Economists just don’t want to admit rate cuts didn’t produce the recovery they were expecting. And now homebuyers have to deal with volatility across interest rates because central bankers are doing exactly what we thought they would in response to the oil shock.  

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sales of newly built homes crashed by a massive 17.6% in January, with a 44% drop in the Northeast and 34% slide in the Midwest. Of course, everyone is trying to blame it on weather but sales were already weakening in December and those in the Western part of the country were down by a whopping 22%. It’s now like we’ve haven’t been following a macro bust in the property sector. Economists just don’t want to admit rate cuts didn’t produce the recovery they were expecting. And now homebuyers have to deal with volatility across interest rates because central bankers are doing exactly what we thought they would in response to the oil shock.  

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 20 Mar 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1273 Sales of newly built homes crashed by a massive 17.6% in January, with a 44% drop in the Northeast and 34% slide in the Midwest. Of course, everyone is trying to blame it on weather but sales were already weakening in December and those in the Western part of the country were down by a whopping 22%. It’s now like we’ve haven’t been following a macro bust in the property sector. Economists just don’t want to admit rate cuts didn’t produce the recovery they were expecting. And now homebuyers have to deal with volatility across interest rates because central bankers are doing exactly what we thought they would in response to the oil shock.  

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No McDonald’s Just Slashed Prices…The Economy is DONE 1341 1341 McDonald’s Just Slashed Prices…The Economy is DONE full 7e8c0441-f892-4e03-a071-49b6a32f7452 https://share.transistor.fm/s/fe5ae4a7 McDonalds is doing it again as the economy is now in a race against time. The fast food giant is creating a $3 value deal after having brought back the $5 value menu in the middle of 2024. The timing wasn’t an accident back then. That previous time, it was confirmation the labor market had indeed shifted to flat Beveridge - even if it took almost those two years for the payroll data to finally and fully pick up on it. But in company after company, we’re seeing major changes, not just McDs. Pepsi. Dollar Tree. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Diesel tops $5 a gallon for the first time since 2022. Here's what it means for the economy.
https://www.cbsnews.com/news/diesel-prices-5-dollars-gallon-economic-impact/

Dollar Tree Winning Wealthier Shoppers With Higher-Priced Items
https://www.bloomberg.com/news/articles/2026-03-16/dollar-tree-falls-after-annual-outlook-disappoints-investors

McDonald’s newest $3 value menu is sounding an alarm about America’s K-shaped economy
https://www.msn.com/en-us/money/companies/mcdonald-s-newest-3-value-menu-is-sounding-an-alarm-about-america-s-k-shaped-economy/ar-AA1YQVnZ

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> McDonalds is doing it again as the economy is now in a race against time. The fast food giant is creating a $3 value deal after having brought back the $5 value menu in the middle of 2024. The timing wasn’t an accident back then. That previous time, it was confirmation the labor market had indeed shifted to flat Beveridge - even if it took almost those two years for the payroll data to finally and fully pick up on it. But in company after company, we’re seeing major changes, not just McDs. Pepsi. Dollar Tree. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Diesel tops $5 a gallon for the first time since 2022. Here's what it means for the economy.
https://www.cbsnews.com/news/diesel-prices-5-dollars-gallon-economic-impact/

Dollar Tree Winning Wealthier Shoppers With Higher-Priced Items
https://www.bloomberg.com/news/articles/2026-03-16/dollar-tree-falls-after-annual-outlook-disappoints-investors

McDonald’s newest $3 value menu is sounding an alarm about America’s K-shaped economy
https://www.msn.com/en-us/money/companies/mcdonald-s-newest-3-value-menu-is-sounding-an-alarm-about-america-s-k-shaped-economy/ar-AA1YQVnZ

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 19 Mar 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1289 McDonalds is doing it again as the economy is now in a race against time. The fast food giant is creating a $3 value deal after having brought back the $5 value menu in the middle of 2024. The timing wasn’t an accident back then. That previous time, it was confirmation the labor market had indeed shifted to flat Beveridge - even if it took almost those two years for the payroll data to finally and fully pick up on it. But in company after company, we’re seeing major changes, not just McDs. Pepsi. Dollar Tree. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Diesel tops $5 a gallon for the first time since 2022. Here's what it means for the economy.
https://www.cbsnews.com/news/diesel-prices-5-dollars-gallon-economic-impact/

Dollar Tree Winning Wealthier Shoppers With Higher-Priced Items
https://www.bloomberg.com/news/articles/2026-03-16/dollar-tree-falls-after-annual-outlook-disappoints-investors

McDonald’s newest $3 value menu is sounding an alarm about America’s K-shaped economy
https://www.msn.com/en-us/money/companies/mcdonald-s-newest-3-value-menu-is-sounding-an-alarm-about-america-s-k-shaped-economy/ar-AA1YQVnZ

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We’re Seeing the First Signs of a Dollar Panic 1340 1340 We’re Seeing the First Signs of a Dollar Panic full 84d7f68c-4fcf-4d98-9a39-b15d89ab6eed https://share.transistor.fm/s/9b1db8c0 It was maybe inevitable that the oil shock would lead to a dollar shock especially around Asia. The sudden, sharp rise in oil prices is essentially a margin call in dollars which hits the biggest energy importers the hardest. Today, the biggest economy in Southeast Asia just tightened currency controls restricting dollar availability there, and confirming the monetary situation is in a precarious position already.  

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> It was maybe inevitable that the oil shock would lead to a dollar shock especially around Asia. The sudden, sharp rise in oil prices is essentially a margin call in dollars which hits the biggest energy importers the hardest. Today, the biggest economy in Southeast Asia just tightened currency controls restricting dollar availability there, and confirming the monetary situation is in a precarious position already.  

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 18 Mar 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1362 It was maybe inevitable that the oil shock would lead to a dollar shock especially around Asia. The sudden, sharp rise in oil prices is essentially a margin call in dollars which hits the biggest energy importers the hardest. Today, the biggest economy in Southeast Asia just tightened currency controls restricting dollar availability there, and confirming the monetary situation is in a precarious position already.  

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The First Crack in the AI Bubble Just Appeared 1339 1339 The First Crack in the AI Bubble Just Appeared full 6abb6825-c754-4ee2-a14a-ff4c29d986c6 https://share.transistor.fm/s/9230614a Meta Platforms is reportedly considering laying off over 20% of its workforce. The company didn’t confirm anything, but it also didn’t deny the thrust of the rumor, either. The purpose of these theoretical job cuts does not appear to be replacing employees with AI bots, instead it sure looks like the company is trying desperately to conserve a lot cash which raises a bunch of questions about debt and debt markets.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

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Meta planning sweeping layoffs as AI costs mount: Reuters
https://www.cnbc.com/2026/03/14/meta-planning-sweeping-layoffs-as-ai-costs-mount-reuters.html

BIS Financing the AI infrastructure boom: on- and off-balance sheet borrowing
https://www.bis.org/publ/qtrpdf/r_qt2603u.htm

How AI Companies Are Keeping Debt Off Their Balance Sheets
https://www.bloomberg.com/news/articles/2025-10-31/meta-xai-starting-trend-for-billions-in-off-balance-sheet-debt

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Meta Platforms is reportedly considering laying off over 20% of its workforce. The company didn’t confirm anything, but it also didn’t deny the thrust of the rumor, either. The purpose of these theoretical job cuts does not appear to be replacing employees with AI bots, instead it sure looks like the company is trying desperately to conserve a lot cash which raises a bunch of questions about debt and debt markets.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

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----------------------------------------------------------------------------------

Meta planning sweeping layoffs as AI costs mount: Reuters
https://www.cnbc.com/2026/03/14/meta-planning-sweeping-layoffs-as-ai-costs-mount-reuters.html

BIS Financing the AI infrastructure boom: on- and off-balance sheet borrowing
https://www.bis.org/publ/qtrpdf/r_qt2603u.htm

How AI Companies Are Keeping Debt Off Their Balance Sheets
https://www.bloomberg.com/news/articles/2025-10-31/meta-xai-starting-trend-for-billions-in-off-balance-sheet-debt

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 17 Mar 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1151 Meta Platforms is reportedly considering laying off over 20% of its workforce. The company didn’t confirm anything, but it also didn’t deny the thrust of the rumor, either. The purpose of these theoretical job cuts does not appear to be replacing employees with AI bots, instead it sure looks like the company is trying desperately to conserve a lot cash which raises a bunch of questions about debt and debt markets.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

Meta planning sweeping layoffs as AI costs mount: Reuters
https://www.cnbc.com/2026/03/14/meta-planning-sweeping-layoffs-as-ai-costs-mount-reuters.html

BIS Financing the AI infrastructure boom: on- and off-balance sheet borrowing
https://www.bis.org/publ/qtrpdf/r_qt2603u.htm

How AI Companies Are Keeping Debt Off Their Balance Sheets
https://www.bloomberg.com/news/articles/2025-10-31/meta-xai-starting-trend-for-billions-in-off-balance-sheet-debt

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Now It's Wells Fargo AND Deutsche Bank 1338 1338 BREAKING: Now It's Wells Fargo AND Deutsche Bank full 4a8a654f-1f67-4882-81a1-58757e4c2665 https://share.transistor.fm/s/6f7ec7bd Deutsche Bank. Wells Fargo. Both global systemically important banks are sitting here watching their stocks get pounded in the same way as BlackRock or Blackstone. Thankfully, not as bad as Blue Owl. Yet. And it is for the same reason. We know the private credit industry and shadow banks are in really bad shape. Markets are already looking outside of them to who might be next to have pay for really bad decisions. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

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https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Deutsche Bank. Wells Fargo. Both global systemically important banks are sitting here watching their stocks get pounded in the same way as BlackRock or Blackstone. Thankfully, not as bad as Blue Owl. Yet. And it is for the same reason. We know the private credit industry and shadow banks are in really bad shape. Markets are already looking outside of them to who might be next to have pay for really bad decisions. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 16 Mar 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1251 Deutsche Bank. Wells Fargo. Both global systemically important banks are sitting here watching their stocks get pounded in the same way as BlackRock or Blackstone. Thankfully, not as bad as Blue Owl. Yet. And it is for the same reason. We know the private credit industry and shadow banks are in really bad shape. Markets are already looking outside of them to who might be next to have pay for really bad decisions. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No No One Is Talking About What Just Happened in Canada 1337 1337 No One Is Talking About What Just Happened in Canada full 19419b2e-c0b9-4c52-805f-dd622aa98947 https://share.transistor.fm/s/bdb4c940 A simply brutal reminder from Canada about the real state of the global economy. The Canadians backed up the US payroll number for February, except in Canada it was the largest loss of jobs since 2022. As one big bank economist put it, this is a “simply brutal” result. While everyone has been talking, really hoping for reflation maybe recovery, the opposite keeps showing up instead. Especially where it comes to employment. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

'Simply brutal': Canada lost 84K jobs in February; unemployment rises to 6.7%
https://ca.finance.yahoo.com/news/simply-brutal-canada-lost-84k-jobs-in-february-unemployment-rises-to-67-123843924.html

US Economy Lost Some Momentum, Inflation Held Firm Ahead of War
https://www.bloomberg.com/news/articles/2026-03-13/us-consumer-spending-barely-rose-in-january-inflation-strong

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> A simply brutal reminder from Canada about the real state of the global economy. The Canadians backed up the US payroll number for February, except in Canada it was the largest loss of jobs since 2022. As one big bank economist put it, this is a “simply brutal” result. While everyone has been talking, really hoping for reflation maybe recovery, the opposite keeps showing up instead. Especially where it comes to employment. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

'Simply brutal': Canada lost 84K jobs in February; unemployment rises to 6.7%
https://ca.finance.yahoo.com/news/simply-brutal-canada-lost-84k-jobs-in-february-unemployment-rises-to-67-123843924.html

US Economy Lost Some Momentum, Inflation Held Firm Ahead of War
https://www.bloomberg.com/news/articles/2026-03-13/us-consumer-spending-barely-rose-in-january-inflation-strong

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 15 Mar 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1239 A simply brutal reminder from Canada about the real state of the global economy. The Canadians backed up the US payroll number for February, except in Canada it was the largest loss of jobs since 2022. As one big bank economist put it, this is a “simply brutal” result. While everyone has been talking, really hoping for reflation maybe recovery, the opposite keeps showing up instead. Especially where it comes to employment. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

'Simply brutal': Canada lost 84K jobs in February; unemployment rises to 6.7%
https://ca.finance.yahoo.com/news/simply-brutal-canada-lost-84k-jobs-in-february-unemployment-rises-to-67-123843924.html

US Economy Lost Some Momentum, Inflation Held Firm Ahead of War
https://www.bloomberg.com/news/articles/2026-03-13/us-consumer-spending-barely-rose-in-january-inflation-strong

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T! Now its Morgan Stanley... 1336 1336 HOLY SH*T! Now its Morgan Stanley... full 5bca4451-fc22-497e-8a9c-b5018bf7cba6 https://share.transistor.fm/s/53862c24 Now it’s Morgan Stanley’s turn. Yesterday it was Cliffwater. Before that BlackRock and Blackstone. Of course Blue Owl. Morgan Stanley’s $8 billion North Haven Private Income Fund becomes the latest shadow banking giant to both get hit with massive investor withdrawals and to deny most of them. Cliffwater also decided it was going to do the same. No wonder you keep hearing more and more people make 2008 comparisons – and there’s one more you definitely need keep in mind. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Now it’s Morgan Stanley’s turn. Yesterday it was Cliffwater. Before that BlackRock and Blackstone. Of course Blue Owl. Morgan Stanley’s $8 billion North Haven Private Income Fund becomes the latest shadow banking giant to both get hit with massive investor withdrawals and to deny most of them. Cliffwater also decided it was going to do the same. No wonder you keep hearing more and more people make 2008 comparisons – and there’s one more you definitely need keep in mind. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 13 Mar 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1211 Now it’s Morgan Stanley’s turn. Yesterday it was Cliffwater. Before that BlackRock and Blackstone. Of course Blue Owl. Morgan Stanley’s $8 billion North Haven Private Income Fund becomes the latest shadow banking giant to both get hit with massive investor withdrawals and to deny most of them. Cliffwater also decided it was going to do the same. No wonder you keep hearing more and more people make 2008 comparisons – and there’s one more you definitely need keep in mind. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oh Sh*t... Another $33B Private Credit Fund Is Blowing Up... 1335 1335 Oh Sh*t... Another $33B Private Credit Fund Is Blowing Up... full 6b9e9f1a-aa77-486c-a7b8-64d3d76feaf3 https://share.transistor.fm/s/027ee465 It is beginning to look more and more like a slow-motion shadow bank run. Yet another massive fund hit with largescale withdrawals. Not only that, the liquidity pressure also led to more asset sales. But those aren't even the worst of the day's news: that comes from JP Morgan and it has to do with COLLATERAL.

-------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

-------------------------------------

Cliffwater’s $33 Billion Private Credit Fund to See 7%-Plus Redemptions
https://www.bloomberg.com/news/articles/2026-03-10/cliffwater-s-private-credit-fund-said-to-see-7-plus-redemptions

Pimco Sees Crisis of ‘Bad Underwriting’ in Private Credit
https://www.bloomberg.com/news/articles/2026-03-11/pimco-blames-sloppy-underwriting-for-private-credit-reckoning

Cliffwater in market with $1B private credit secondary sale
https://pitchbook.com/news/articles/cliffwater-in-market-with-1b-private-credit-secondary-sale

JPMorgan Restricts Private Credit Lending After Markdowns
https://www.bloomberg.com/news/articles/2026-03-11/jpmorgan-marks-down-private-credit-portfolios-ft-reports

Something on Wall Street 'Smells Like' 2008, Says Former Goldman Sachs Chief. Here's What It Is.
https://www.investopedia.com/private-credit-stress-smells-like-2008-says-former-goldman-sachs-chief-blankfein-11920345

]]> It is beginning to look more and more like a slow-motion shadow bank run. Yet another massive fund hit with largescale withdrawals. Not only that, the liquidity pressure also led to more asset sales. But those aren't even the worst of the day's news: that comes from JP Morgan and it has to do with COLLATERAL.

-------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

-------------------------------------

Cliffwater’s $33 Billion Private Credit Fund to See 7%-Plus Redemptions
https://www.bloomberg.com/news/articles/2026-03-10/cliffwater-s-private-credit-fund-said-to-see-7-plus-redemptions

Pimco Sees Crisis of ‘Bad Underwriting’ in Private Credit
https://www.bloomberg.com/news/articles/2026-03-11/pimco-blames-sloppy-underwriting-for-private-credit-reckoning

Cliffwater in market with $1B private credit secondary sale
https://pitchbook.com/news/articles/cliffwater-in-market-with-1b-private-credit-secondary-sale

JPMorgan Restricts Private Credit Lending After Markdowns
https://www.bloomberg.com/news/articles/2026-03-11/jpmorgan-marks-down-private-credit-portfolios-ft-reports

Something on Wall Street 'Smells Like' 2008, Says Former Goldman Sachs Chief. Here's What It Is.
https://www.investopedia.com/private-credit-stress-smells-like-2008-says-former-goldman-sachs-chief-blankfein-11920345

]]> Thu, 12 Mar 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1997 It is beginning to look more and more like a slow-motion shadow bank run. Yet another massive fund hit with largescale withdrawals. Not only that, the liquidity pressure also led to more asset sales. But those aren't even the worst of the day's news: that comes from JP Morgan and it has to do with COLLATERAL.

-------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

-------------------------------------

Cliffwater’s $33 Billion Private Credit Fund to See 7%-Plus Redemptions
https://www.bloomberg.com/news/articles/2026-03-10/cliffwater-s-private-credit-fund-said-to-see-7-plus-redemptions

Pimco Sees Crisis of ‘Bad Underwriting’ in Private Credit
https://www.bloomberg.com/news/articles/2026-03-11/pimco-blames-sloppy-underwriting-for-private-credit-reckoning

Cliffwater in market with $1B private credit secondary sale
https://pitchbook.com/news/articles/cliffwater-in-market-with-1b-private-credit-secondary-sale

JPMorgan Restricts Private Credit Lending After Markdowns
https://www.bloomberg.com/news/articles/2026-03-11/jpmorgan-marks-down-private-credit-portfolios-ft-reports

Something on Wall Street 'Smells Like' 2008, Says Former Goldman Sachs Chief. Here's What It Is.
https://www.investopedia.com/private-credit-stress-smells-like-2008-says-former-goldman-sachs-chief-blankfein-11920345

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Texas Just Triggered a Housing Market Warning 1334 1334 Texas Just Triggered a Housing Market Warning full 2994ab00-c993-4920-9baf-00b22dae7904 https://share.transistor.fm/s/178ff66f We’ve been covering the macro housing bust for some time, and while it’s still there another major problem has come up and for the same reasons. Mortgage delinquencies and even foreclosures have come into the conversation, especially in places like Texas. Rates continue to tick lower but no one is buying houses, home price growth has completely stalled, and now more borrowers are falling behind on their loans. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

NAR Existing-Home Sales Report Shows 1.7% Increase in February
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-1-7-increase-in-february

Cities With the Highest Mortgage Delinquency Rates
https://wallethub.com/edu/cities-mortgage-delinquency-rates/141263

VantageScore CreditGauge™ January 2026: Mortgage Delinquencies Rise as Early-Stage Credit Stress Broadens Across Borrowers
https://vantagescore.com/resources/knowledge-center/press_releases/vantagescore-creditgauge-january-2026-mortgage-delinquencies-rise-as-early-stage-credit-stress-broadens-across-borrowers

Mortgage Delinquencies Increase in the Fourth Quarter of 2025
https://www.mba.org/news-and-research/newsroom/news/2026/02/12/mortgage-delinquencies-increase-in-the-fourth-quarter-of-2025

HOUSEHOLD DEBT AND CREDIT REPORT
https://www.newyorkfed.org/microeconomics/hhdc.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> We’ve been covering the macro housing bust for some time, and while it’s still there another major problem has come up and for the same reasons. Mortgage delinquencies and even foreclosures have come into the conversation, especially in places like Texas. Rates continue to tick lower but no one is buying houses, home price growth has completely stalled, and now more borrowers are falling behind on their loans. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

NAR Existing-Home Sales Report Shows 1.7% Increase in February
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-1-7-increase-in-february

Cities With the Highest Mortgage Delinquency Rates
https://wallethub.com/edu/cities-mortgage-delinquency-rates/141263

VantageScore CreditGauge™ January 2026: Mortgage Delinquencies Rise as Early-Stage Credit Stress Broadens Across Borrowers
https://vantagescore.com/resources/knowledge-center/press_releases/vantagescore-creditgauge-january-2026-mortgage-delinquencies-rise-as-early-stage-credit-stress-broadens-across-borrowers

Mortgage Delinquencies Increase in the Fourth Quarter of 2025
https://www.mba.org/news-and-research/newsroom/news/2026/02/12/mortgage-delinquencies-increase-in-the-fourth-quarter-of-2025

HOUSEHOLD DEBT AND CREDIT REPORT
https://www.newyorkfed.org/microeconomics/hhdc.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 11 Mar 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1144 We’ve been covering the macro housing bust for some time, and while it’s still there another major problem has come up and for the same reasons. Mortgage delinquencies and even foreclosures have come into the conversation, especially in places like Texas. Rates continue to tick lower but no one is buying houses, home price growth has completely stalled, and now more borrowers are falling behind on their loans. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

NAR Existing-Home Sales Report Shows 1.7% Increase in February
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-1-7-increase-in-february

Cities With the Highest Mortgage Delinquency Rates
https://wallethub.com/edu/cities-mortgage-delinquency-rates/141263

VantageScore CreditGauge™ January 2026: Mortgage Delinquencies Rise as Early-Stage Credit Stress Broadens Across Borrowers
https://vantagescore.com/resources/knowledge-center/press_releases/vantagescore-creditgauge-january-2026-mortgage-delinquencies-rise-as-early-stage-credit-stress-broadens-across-borrowers

Mortgage Delinquencies Increase in the Fourth Quarter of 2025
https://www.mba.org/news-and-research/newsroom/news/2026/02/12/mortgage-delinquencies-increase-in-the-fourth-quarter-of-2025

HOUSEHOLD DEBT AND CREDIT REPORT
https://www.newyorkfed.org/microeconomics/hhdc.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Something Just Broke in the Global Markets 1333 1333 Something Just Broke in the Global Markets full 7584da42-265d-46ad-93bc-d3b0d89aa716 https://share.transistor.fm/s/52ef32c3 Chaos at the Asian open last night with uncontrolled panic buying sending oil prices up to as high as $120 per barrel. Thankfully, they backed down and actually ended the day down by 8%. Still, that wild ride isn't good, indicating the world is really struggling with the oil challenge. We're already seeing significant fallout across the world, from dollars to stocks. 

Eurodollar University's Money & Macro Analysis

-------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

-------------------------------------

Oil Near $120 Sparks ‘Stampede to Sell’ in Stocks and Bonds
https://www.bloomberg.com/news/newsletters/2026-03-09/oil-near-120-sparks-stampede-to-sell-in-stocks-and-bonds

Broad agreement in G7 not to release oil reserves just yet, says G7 official
https://www.reuters.com/business/energy/broad-agreement-g7-not-release-oil-reserves-just-yet-says-g7-official-2026-03-09/

Oil Market Chaos to Deepen as More Gulf Giants Cut Output
https://www.bloomberg.com/news/articles/2026-03-08/oil-market-chaos-set-to-deepen-as-more-gulf-giants-cut-output

$100 Oil Shock Set to Strain Asia’s Cash-Strapped Governments
https://www.bloomberg.com/news/articles/2026-03-09/-100-oil-shock-set-to-strain-asia-s-cash-strapped-governments

Japan’s Nikkei Enters Correction as Oil Spikes, Iran Fears Weigh
https://www.bloomberg.com/news/articles/2026-03-08/japan-equities-set-to-resume-fall-on-escalating-middle-east-woes

Price Caps, Rationing and Stockpiling: Alarm Swells Over Oil Disruptions
https://www.nytimes.com/2026/03/09/business/iran-oil-gas-asia.html

Yardeni Raises Odds of US Market Meltdown to 35% on Iran War
https://www.bloomberg.com/news/articles/2026-03-09/yardeni-raises-odds-of-markets-meltdown-to-35-on-iran-war-risks

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Chaos at the Asian open last night with uncontrolled panic buying sending oil prices up to as high as $120 per barrel. Thankfully, they backed down and actually ended the day down by 8%. Still, that wild ride isn't good, indicating the world is really struggling with the oil challenge. We're already seeing significant fallout across the world, from dollars to stocks. 

Eurodollar University's Money & Macro Analysis

-------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

-------------------------------------

Oil Near $120 Sparks ‘Stampede to Sell’ in Stocks and Bonds
https://www.bloomberg.com/news/newsletters/2026-03-09/oil-near-120-sparks-stampede-to-sell-in-stocks-and-bonds

Broad agreement in G7 not to release oil reserves just yet, says G7 official
https://www.reuters.com/business/energy/broad-agreement-g7-not-release-oil-reserves-just-yet-says-g7-official-2026-03-09/

Oil Market Chaos to Deepen as More Gulf Giants Cut Output
https://www.bloomberg.com/news/articles/2026-03-08/oil-market-chaos-set-to-deepen-as-more-gulf-giants-cut-output

$100 Oil Shock Set to Strain Asia’s Cash-Strapped Governments
https://www.bloomberg.com/news/articles/2026-03-09/-100-oil-shock-set-to-strain-asia-s-cash-strapped-governments

Japan’s Nikkei Enters Correction as Oil Spikes, Iran Fears Weigh
https://www.bloomberg.com/news/articles/2026-03-08/japan-equities-set-to-resume-fall-on-escalating-middle-east-woes

Price Caps, Rationing and Stockpiling: Alarm Swells Over Oil Disruptions
https://www.nytimes.com/2026/03/09/business/iran-oil-gas-asia.html

Yardeni Raises Odds of US Market Meltdown to 35% on Iran War
https://www.bloomberg.com/news/articles/2026-03-09/yardeni-raises-odds-of-markets-meltdown-to-35-on-iran-war-risks

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 10 Mar 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1171 Chaos at the Asian open last night with uncontrolled panic buying sending oil prices up to as high as $120 per barrel. Thankfully, they backed down and actually ended the day down by 8%. Still, that wild ride isn't good, indicating the world is really struggling with the oil challenge. We're already seeing significant fallout across the world, from dollars to stocks. 

Eurodollar University's Money & Macro Analysis

-------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

-------------------------------------

Oil Near $120 Sparks ‘Stampede to Sell’ in Stocks and Bonds
https://www.bloomberg.com/news/newsletters/2026-03-09/oil-near-120-sparks-stampede-to-sell-in-stocks-and-bonds

Broad agreement in G7 not to release oil reserves just yet, says G7 official
https://www.reuters.com/business/energy/broad-agreement-g7-not-release-oil-reserves-just-yet-says-g7-official-2026-03-09/

Oil Market Chaos to Deepen as More Gulf Giants Cut Output
https://www.bloomberg.com/news/articles/2026-03-08/oil-market-chaos-set-to-deepen-as-more-gulf-giants-cut-output

$100 Oil Shock Set to Strain Asia’s Cash-Strapped Governments
https://www.bloomberg.com/news/articles/2026-03-09/-100-oil-shock-set-to-strain-asia-s-cash-strapped-governments

Japan’s Nikkei Enters Correction as Oil Spikes, Iran Fears Weigh
https://www.bloomberg.com/news/articles/2026-03-08/japan-equities-set-to-resume-fall-on-escalating-middle-east-woes

Price Caps, Rationing and Stockpiling: Alarm Swells Over Oil Disruptions
https://www.nytimes.com/2026/03/09/business/iran-oil-gas-asia.html

Yardeni Raises Odds of US Market Meltdown to 35% on Iran War
https://www.bloomberg.com/news/articles/2026-03-09/yardeni-raises-odds-of-markets-meltdown-to-35-on-iran-war-risks

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oil Shock + Job Losses + Credit Crisis… This Is Bad 1332 1332 Oil Shock + Job Losses + Credit Crisis… This Is Bad full 4a011203-c326-4392-bd71-258d6933be91 https://share.transistor.fm/s/2948b690 Not one but two negative payrolls. That’s what we got from the latest update on the employment situation, a double dose of flat Beverage amidst a historic week in the oil market and another major escalation in the private credit bust. And all these things go together. The looming oil shock is coming at the worst possible time with employment already in this bad shape. And private credit, well, as I’ve been telling since last summer, negative payrolls would change everything. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Not one but two negative payrolls. That’s what we got from the latest update on the employment situation, a double dose of flat Beverage amidst a historic week in the oil market and another major escalation in the private credit bust. And all these things go together. The looming oil shock is coming at the worst possible time with employment already in this bad shape. And private credit, well, as I’ve been telling since last summer, negative payrolls would change everything. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 09 Mar 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1304 Not one but two negative payrolls. That’s what we got from the latest update on the employment situation, a double dose of flat Beverage amidst a historic week in the oil market and another major escalation in the private credit bust. And all these things go together. The looming oil shock is coming at the worst possible time with employment already in this bad shape. And private credit, well, as I’ve been telling since last summer, negative payrolls would change everything. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oil Just Made a Historic Move (This Is Very Bad) 1331 1331 Oil Just Made a Historic Move (This Is Very Bad) full 05c0847a-ccd6-417d-b948-4dcd71f449cf https://share.transistor.fm/s/c4d0d8c1 Chaos in the energy patch sent both prices and spreads exploding. It was the latter - the blowout in spreads - that is now the most concerning for what it says about this growing oil shock. At almost historic levels, just a nickel short of setting a new record, this kind of intensity and upset is alarming. Here's why and what you need to know.

Eurodollar University's Money & Macro Analysis

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

]]> Chaos in the energy patch sent both prices and spreads exploding. It was the latter - the blowout in spreads - that is now the most concerning for what it says about this growing oil shock. At almost historic levels, just a nickel short of setting a new record, this kind of intensity and upset is alarming. Here's why and what you need to know.

Eurodollar University's Money & Macro Analysis

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

]]> Sun, 08 Mar 2026 07:00:00 -0400 Jeff Snider Jeff Snider 1698 Chaos in the energy patch sent both prices and spreads exploding. It was the latter - the blowout in spreads - that is now the most concerning for what it says about this growing oil shock. At almost historic levels, just a nickel short of setting a new record, this kind of intensity and upset is alarming. Here's why and what you need to know.

Eurodollar University's Money & Macro Analysis

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Private Credit Crisis Begins: BlackRock Blocks Investors in $26 Billion Fund 1330 1330 Private Credit Crisis Begins: BlackRock Blocks Investors in $26 Billion Fund full b94fdac9-c4b7-477e-b2d8-c32e515a3ebc https://share.transistor.fm/s/faddd2ec BlackRock's flagship private credit fund is getting hit with so many withdrawals the company has no choice but to start blocking these requests. It's another major escalation pointing to even more anxiety and maybe some panic in the credit market. The fact this shows up on a day when payrolls went negative yet again and oil has gone nuclear should not be dismissed, either. 

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

BlackRock Private Debt Fund Slumps After Slashing Dividend
https://www.bloomberg.com/news/articles/2026-03-05/blackrock-slashes-another-private-loan-value-from-100-to-zero

BlackRock Slashed Private Loan Value From 100 to Zero
https://www.bloomberg.com/news/articles/2026-02-27/blackrock-private-debt-fund-slumps-after-slashing-dividend

BlackRock limits redemptions at private credit fund as outflows swell
https://www.ft.com/content/2336fccb-745d-4f3b-8ade-d84f0027e70f

]]> BlackRock's flagship private credit fund is getting hit with so many withdrawals the company has no choice but to start blocking these requests. It's another major escalation pointing to even more anxiety and maybe some panic in the credit market. The fact this shows up on a day when payrolls went negative yet again and oil has gone nuclear should not be dismissed, either. 

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

BlackRock Private Debt Fund Slumps After Slashing Dividend
https://www.bloomberg.com/news/articles/2026-03-05/blackrock-slashes-another-private-loan-value-from-100-to-zero

BlackRock Slashed Private Loan Value From 100 to Zero
https://www.bloomberg.com/news/articles/2026-02-27/blackrock-private-debt-fund-slumps-after-slashing-dividend

BlackRock limits redemptions at private credit fund as outflows swell
https://www.ft.com/content/2336fccb-745d-4f3b-8ade-d84f0027e70f

]]> Sat, 07 Mar 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1767 BlackRock's flagship private credit fund is getting hit with so many withdrawals the company has no choice but to start blocking these requests. It's another major escalation pointing to even more anxiety and maybe some panic in the credit market. The fact this shows up on a day when payrolls went negative yet again and oil has gone nuclear should not be dismissed, either. 

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

BlackRock Private Debt Fund Slumps After Slashing Dividend
https://www.bloomberg.com/news/articles/2026-03-05/blackrock-slashes-another-private-loan-value-from-100-to-zero

BlackRock Slashed Private Loan Value From 100 to Zero
https://www.bloomberg.com/news/articles/2026-02-27/blackrock-private-debt-fund-slumps-after-slashing-dividend

BlackRock limits redemptions at private credit fund as outflows swell
https://www.ft.com/content/2336fccb-745d-4f3b-8ade-d84f0027e70f

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oil Just Sent a Terrifying Warning to the Entire Economy 1329 1329 Oil Just Sent a Terrifying Warning to the Entire Economy full c6d4b38c-5133-454b-ab78-bd21e132951a https://share.transistor.fm/s/655c0150 Energy prices renewed their surge higher today. As it stands, WTI is now just shy of $80 per barrel, up 22% in a week. Wholesale gasoline is now above $2.60 per gallon, a 30% rise since last Thursday. These are the biggest short-term energy spikes we’ve seen since 2022. Because of that, we have to start seriously considering various potential paths for this burgeoning oil shock, up to and including a 1990 scenario where conflict in the Middle East sent energy prices skyrocketing and tipped a weak economy here and around the world into full-blown recession. 

Eurodollar University's Money & Macro Analysis

]]> Energy prices renewed their surge higher today. As it stands, WTI is now just shy of $80 per barrel, up 22% in a week. Wholesale gasoline is now above $2.60 per gallon, a 30% rise since last Thursday. These are the biggest short-term energy spikes we’ve seen since 2022. Because of that, we have to start seriously considering various potential paths for this burgeoning oil shock, up to and including a 1990 scenario where conflict in the Middle East sent energy prices skyrocketing and tipped a weak economy here and around the world into full-blown recession. 

Eurodollar University's Money & Macro Analysis

]]> Fri, 06 Mar 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1243 Energy prices renewed their surge higher today. As it stands, WTI is now just shy of $80 per barrel, up 22% in a week. Wholesale gasoline is now above $2.60 per gallon, a 30% rise since last Thursday. These are the biggest short-term energy spikes we’ve seen since 2022. Because of that, we have to start seriously considering various potential paths for this burgeoning oil shock, up to and including a 1990 scenario where conflict in the Middle East sent energy prices skyrocketing and tipped a weak economy here and around the world into full-blown recession. 

Eurodollar University's Money & Macro Analysis

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Swiss Central Bank Just Sent a HUGE Warning to the World 1328 1328 Swiss Central Bank Just Sent a HUGE Warning to the World full 521dd3de-689d-43af-bdfc-a24e751d4a41 https://share.transistor.fm/s/a405e132 The Swiss National Bank just issued a very rare warning hinting at currency intervention in the franc.  While there is a mini-panic mainly in the mainstream media over oil being inflationary, look instead at what is going on in Switzerland and how it got to be this way. The last few years of consumer prices and interest rates. They are instructive about what we should expect everywhere else – including what happens when the world gets hit with a major oil spike. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

SNB Touts Intervention Threat as Iran Crisis Rattles Markets
https://www.bloomberg.com/news/articles/2026-03-02/snb-says-increasingly-prepared-to-intervene-in-fx-markets

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Swiss National Bank just issued a very rare warning hinting at currency intervention in the franc.  While there is a mini-panic mainly in the mainstream media over oil being inflationary, look instead at what is going on in Switzerland and how it got to be this way. The last few years of consumer prices and interest rates. They are instructive about what we should expect everywhere else – including what happens when the world gets hit with a major oil spike. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

SNB Touts Intervention Threat as Iran Crisis Rattles Markets
https://www.bloomberg.com/news/articles/2026-03-02/snb-says-increasingly-prepared-to-intervene-in-fx-markets

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 05 Mar 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1090 The Swiss National Bank just issued a very rare warning hinting at currency intervention in the franc.  While there is a mini-panic mainly in the mainstream media over oil being inflationary, look instead at what is going on in Switzerland and how it got to be this way. The last few years of consumer prices and interest rates. They are instructive about what we should expect everywhere else – including what happens when the world gets hit with a major oil spike. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

SNB Touts Intervention Threat as Iran Crisis Rattles Markets
https://www.bloomberg.com/news/articles/2026-03-02/snb-says-increasingly-prepared-to-intervene-in-fx-markets

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Markets Are CRASHING… And The Dollar Is Exploding 1327 1327 Markets Are CRASHING… And The Dollar Is Exploding full 23e8e0c4-aece-48f8-b0fd-6bb3de47dd10 https://share.transistor.fm/s/d13de78d The oil spike has reached the global pain threshold unleashing liquidations and a scramble for liquidity. At the same time, another big development in private credit that is already spilling over into other parts of the marketplace. The dollar is jumping, never a good sign and no shortage of reasons why it is.

Eurodollar University Money & Macro Analysis

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

]]> The oil spike has reached the global pain threshold unleashing liquidations and a scramble for liquidity. At the same time, another big development in private credit that is already spilling over into other parts of the marketplace. The dollar is jumping, never a good sign and no shortage of reasons why it is.

Eurodollar University Money & Macro Analysis

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

]]> Wed, 04 Mar 2026 07:00:00 -0500 Jeff Snider Jeff Snider 2081 The oil spike has reached the global pain threshold unleashing liquidations and a scramble for liquidity. At the same time, another big development in private credit that is already spilling over into other parts of the marketplace. The dollar is jumping, never a good sign and no shortage of reasons why it is.

Eurodollar University Money & Macro Analysis

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The World Isn't Prepared for What Just Happened to Oil 1326 1326 The World Isn't Prepared for What Just Happened to Oil full e65230b8-1c4c-40fb-84ba-cb2876a0c33e https://share.transistor.fm/s/3d07edec The conflict erupting with Iran has already impacted financial markets, though the initial impact has been pretty muted. Most of the effect has fallen on the energy sector and related, no surprise. Oil has surged above $70 per barrel, US benchmark, while wholesale gasoline has soared 17% just since Thursday. Interest rates are up though not in the way you might think. Instead, USTs are signaling something else - something big. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The conflict erupting with Iran has already impacted financial markets, though the initial impact has been pretty muted. Most of the effect has fallen on the energy sector and related, no surprise. Oil has surged above $70 per barrel, US benchmark, while wholesale gasoline has soared 17% just since Thursday. Interest rates are up though not in the way you might think. Instead, USTs are signaling something else - something big. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 03 Mar 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1423 The conflict erupting with Iran has already impacted financial markets, though the initial impact has been pretty muted. Most of the effect has fallen on the energy sector and related, no surprise. Oil has surged above $70 per barrel, US benchmark, while wholesale gasoline has soared 17% just since Thursday. Interest rates are up though not in the way you might think. Instead, USTs are signaling something else - something big. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WTF Is Happening To The Job Market?! 1325 1325 WTF Is Happening To The Job Market?! full 216a112d-8c62-4215-8f25-3e8e47a64e02 https://share.transistor.fm/s/da103be5 Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/cy4DikN or code euro50.

Former Twitter CEO Jack Dorsey's latest firm, Block, announced it is laying off as much as 40% of its current workforce. The company also said it would rely on AI moving forward to take up any additional work, sparking renewed fears the technology is about unleash a torrent of unemployment. Joblessness is definitely a major concern, but there is far more to it and the real story of Dorsey and Block. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/cy4DikN or code euro50.

Former Twitter CEO Jack Dorsey's latest firm, Block, announced it is laying off as much as 40% of its current workforce. The company also said it would rely on AI moving forward to take up any additional work, sparking renewed fears the technology is about unleash a torrent of unemployment. Joblessness is definitely a major concern, but there is far more to it and the real story of Dorsey and Block. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 02 Mar 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1335 Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/cy4DikN or code euro50.

Former Twitter CEO Jack Dorsey's latest firm, Block, announced it is laying off as much as 40% of its current workforce. The company also said it would rely on AI moving forward to take up any additional work, sparking renewed fears the technology is about unleash a torrent of unemployment. Joblessness is definitely a major concern, but there is far more to it and the real story of Dorsey and Block. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No A Major Mortgage firm Just COLLAPSED (just like what happened in 2008) 1324 1324 A Major Mortgage firm Just COLLAPSED (just like what happened in 2008) full da795616-2a06-4312-8175-ef768ef880c2 https://share.transistor.fm/s/59d7c5d9 The credit market's terrible, horrible, no good, very bad week finishes off with yet another bankruptcy and more losses for the big Wall Street names. Worse, it's the same thing yet again: fraud and fake collateral. Plus, more bad news among BDCs has shares down. Dealer banks, however, continue to prepare for not only what we're seeing now, but looking ahead beyond it. 

Eurodollar University's Money and Macro Analysis

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

New Credit Blowup in London Has Wall Street Chasing Billions
https://www.bloomberg.com/news/articles/2026-02-26/a-new-credit-blowup-in-london-has-wall-street-chasing-billions

MFS Creditors Warn of £930 Million Shortfall From Double Pledges
https://www.bloomberg.com/news/articles/2026-02-27/mfs-creditors-warn-of-930-million-shortfall-from-double-pledges

FS KKR Private Credit Fund Plunges to 2020 Low as Bad Loans Bite
https://www.bloomberg.com/news/articles/2026-02-26/fs-kkr-private-credit-fund-cuts-dividend-amid-rise-in-bad-loans

]]> The credit market's terrible, horrible, no good, very bad week finishes off with yet another bankruptcy and more losses for the big Wall Street names. Worse, it's the same thing yet again: fraud and fake collateral. Plus, more bad news among BDCs has shares down. Dealer banks, however, continue to prepare for not only what we're seeing now, but looking ahead beyond it. 

Eurodollar University's Money and Macro Analysis

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

New Credit Blowup in London Has Wall Street Chasing Billions
https://www.bloomberg.com/news/articles/2026-02-26/a-new-credit-blowup-in-london-has-wall-street-chasing-billions

MFS Creditors Warn of £930 Million Shortfall From Double Pledges
https://www.bloomberg.com/news/articles/2026-02-27/mfs-creditors-warn-of-930-million-shortfall-from-double-pledges

FS KKR Private Credit Fund Plunges to 2020 Low as Bad Loans Bite
https://www.bloomberg.com/news/articles/2026-02-26/fs-kkr-private-credit-fund-cuts-dividend-amid-rise-in-bad-loans

]]> Sat, 28 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 2441 The credit market's terrible, horrible, no good, very bad week finishes off with yet another bankruptcy and more losses for the big Wall Street names. Worse, it's the same thing yet again: fraud and fake collateral. Plus, more bad news among BDCs has shares down. Dealer banks, however, continue to prepare for not only what we're seeing now, but looking ahead beyond it. 

Eurodollar University's Money and Macro Analysis

Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. 

Sign up below:
https://eurodollar-university.com/home-page-web

New Credit Blowup in London Has Wall Street Chasing Billions
https://www.bloomberg.com/news/articles/2026-02-26/a-new-credit-blowup-in-london-has-wall-street-chasing-billions

MFS Creditors Warn of £930 Million Shortfall From Double Pledges
https://www.bloomberg.com/news/articles/2026-02-27/mfs-creditors-warn-of-930-million-shortfall-from-double-pledges

FS KKR Private Credit Fund Plunges to 2020 Low as Bad Loans Bite
https://www.bloomberg.com/news/articles/2026-02-26/fs-kkr-private-credit-fund-cuts-dividend-amid-rise-in-bad-loans

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oh No… Now It’s European Private Credit 1323 1323 Oh No… Now It’s European Private Credit full 113534a2-5b34-49c2-b5bd-2f3cd6657793 https://share.transistor.fm/s/acf76412 Just today over in Europe, two of the continent’s biggest insurance companies put out statements that show this thing has already gotten very serious. At the same time of course, European banks just bought another epic amount of govt bond safety, the second most in any month on record, after telling the ECB they’re highly risk averse and who can blame them with everything that keeps coming out. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Insurers See Themselves Shielded From Private Credit Worries
https://www.bloomberg.com/news/articles/2026-02-26/axa-s-buberl-sees-concern-over-private-credit-says-exposure-low

Deutsche Bank Leads EU Lenders’ Exposure to Shadow Banks
https://www.bloomberg.com/news/articles/2025-12-11/deutsche-bank-most-exposed-in-europe-to-shadow-banks-ubs-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Just today over in Europe, two of the continent’s biggest insurance companies put out statements that show this thing has already gotten very serious. At the same time of course, European banks just bought another epic amount of govt bond safety, the second most in any month on record, after telling the ECB they’re highly risk averse and who can blame them with everything that keeps coming out. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Insurers See Themselves Shielded From Private Credit Worries
https://www.bloomberg.com/news/articles/2026-02-26/axa-s-buberl-sees-concern-over-private-credit-says-exposure-low

Deutsche Bank Leads EU Lenders’ Exposure to Shadow Banks
https://www.bloomberg.com/news/articles/2025-12-11/deutsche-bank-most-exposed-in-europe-to-shadow-banks-ubs-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 27 Feb 2026 13:57:08 -0500 Jeff Snider Jeff Snider 1170 Just today over in Europe, two of the continent’s biggest insurance companies put out statements that show this thing has already gotten very serious. At the same time of course, European banks just bought another epic amount of govt bond safety, the second most in any month on record, after telling the ECB they’re highly risk averse and who can blame them with everything that keeps coming out. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Insurers See Themselves Shielded From Private Credit Worries
https://www.bloomberg.com/news/articles/2026-02-26/axa-s-buberl-sees-concern-over-private-credit-says-exposure-low

Deutsche Bank Leads EU Lenders’ Exposure to Shadow Banks
https://www.bloomberg.com/news/articles/2025-12-11/deutsche-bank-most-exposed-in-europe-to-shadow-banks-ubs-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Trillion Dollar Private Credit Time Bomb Is EXPLODING 1322 1322 The Trillion Dollar Private Credit Time Bomb Is EXPLODING full 2e190bf2-1317-481c-8a29-02c4504fe252 https://share.transistor.fm/s/bcd4922a Another day, several more critical development in the credit markets. Loss projections are soaring. A second fund stepped forward acknowledging asset sales (at lower prices). Big (related) shift in rates markets that ties in the Fed, yield curve, and everything else. Here we go over all three; what happened, what it all means. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------

Eurodollar University's Free Guide (video) to interpreting market signals. Taken from the EDU membership, it will help you learn fundamentals necessary to deciphering and decoding market information in a useful manner, unlike everything you get from mainstream sources. 

https://web.eurodollar-university.com/home

------------------------------------------------------

Private Credit Fears Deepen With UBS Warning of 15% Defaults
https://www.bloomberg.com/news/articles/2026-02-24/ubs-now-sees-private-credit-defaults-reaching-15-in-worst-case

Boaz Weinstein Warns ‘Wheels Coming Off’ Private Credit Funds
https://www.bloomberg.com/news/articles/2026-02-24/boaz-weinstein-warns-wheels-coming-off-private-credit-funds

Private Credit Fund Is Selling $477 Million of Assets at 94% Value as Industry Worries Continuehttps://www.bloomberg.com/news/articles/2026-02-24/new-mountain-bdc-is-selling-477-million-of-assets-at-94-value

]]> Another day, several more critical development in the credit markets. Loss projections are soaring. A second fund stepped forward acknowledging asset sales (at lower prices). Big (related) shift in rates markets that ties in the Fed, yield curve, and everything else. Here we go over all three; what happened, what it all means. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------

Eurodollar University's Free Guide (video) to interpreting market signals. Taken from the EDU membership, it will help you learn fundamentals necessary to deciphering and decoding market information in a useful manner, unlike everything you get from mainstream sources. 

https://web.eurodollar-university.com/home

------------------------------------------------------

Private Credit Fears Deepen With UBS Warning of 15% Defaults
https://www.bloomberg.com/news/articles/2026-02-24/ubs-now-sees-private-credit-defaults-reaching-15-in-worst-case

Boaz Weinstein Warns ‘Wheels Coming Off’ Private Credit Funds
https://www.bloomberg.com/news/articles/2026-02-24/boaz-weinstein-warns-wheels-coming-off-private-credit-funds

Private Credit Fund Is Selling $477 Million of Assets at 94% Value as Industry Worries Continuehttps://www.bloomberg.com/news/articles/2026-02-24/new-mountain-bdc-is-selling-477-million-of-assets-at-94-value

]]> Thu, 26 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 2414 Another day, several more critical development in the credit markets. Loss projections are soaring. A second fund stepped forward acknowledging asset sales (at lower prices). Big (related) shift in rates markets that ties in the Fed, yield curve, and everything else. Here we go over all three; what happened, what it all means. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------

Eurodollar University's Free Guide (video) to interpreting market signals. Taken from the EDU membership, it will help you learn fundamentals necessary to deciphering and decoding market information in a useful manner, unlike everything you get from mainstream sources. 

https://web.eurodollar-university.com/home

------------------------------------------------------

Private Credit Fears Deepen With UBS Warning of 15% Defaults
https://www.bloomberg.com/news/articles/2026-02-24/ubs-now-sees-private-credit-defaults-reaching-15-in-worst-case

Boaz Weinstein Warns ‘Wheels Coming Off’ Private Credit Funds
https://www.bloomberg.com/news/articles/2026-02-24/boaz-weinstein-warns-wheels-coming-off-private-credit-funds

Private Credit Fund Is Selling $477 Million of Assets at 94% Value as Industry Worries Continuehttps://www.bloomberg.com/news/articles/2026-02-24/new-mountain-bdc-is-selling-477-million-of-assets-at-94-value

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Jamie Dimon’s Stark Warning to the Global Economy 1321 1321 Jamie Dimon’s Stark Warning to the Global Economy full 8781c5bb-9da3-4657-9c7c-113cc3bee310 https://share.transistor.fm/s/3911bd35 Now it’s Jamie Dimon's turn, JP Morgan’s highly visible CEO is the latest to make the 2008 comparison. Following up last year’s cockroach quip this time saying a lot of people in the financial industry have done dumb things. But here’s the thing, markets all over the world are starting to price it. The worry showing up in safe havens is maybe this really is happening - right now. From Canadian bonds to Swiss francs, Japan, China and yes Treasuries.  

Eurodollar University's Money & Macro Analysis

------------------------------------------------------

Eurodollar University's Free Guide (video) to interpreting market signals. Taken from the EDU membership, it will help you learn fundamentals necessary to deciphering and decoding market information in a useful manner, unlike everything you get from mainstream sources. 

https://web.eurodollar-university.com/home

------------------------------------------------------

Jamie Dimon says AI euphoria, record stocks and banks doing ‘dumb things’ could lead to another financial crisis
https://www.cnn.com/2026/02/24/economy/jamie-dimon-warning

The Viral Citrini Substack Post That Has Sparked New AI Worries on Wall Street
https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-tariffs-02-23-2026/card/the-citrini-substack-selloff-70cWx0scioiLradyuTRa

Yen Slides After Report on Takaichi Caution Over Rate Hikes
https://www.bloomberg.com/news/articles/2026-02-24/yen-extends-decline-after-report-on-takaichi-s-rate-hike-view

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Now it’s Jamie Dimon's turn, JP Morgan’s highly visible CEO is the latest to make the 2008 comparison. Following up last year’s cockroach quip this time saying a lot of people in the financial industry have done dumb things. But here’s the thing, markets all over the world are starting to price it. The worry showing up in safe havens is maybe this really is happening - right now. From Canadian bonds to Swiss francs, Japan, China and yes Treasuries.  

Eurodollar University's Money & Macro Analysis

------------------------------------------------------

Eurodollar University's Free Guide (video) to interpreting market signals. Taken from the EDU membership, it will help you learn fundamentals necessary to deciphering and decoding market information in a useful manner, unlike everything you get from mainstream sources. 

https://web.eurodollar-university.com/home

------------------------------------------------------

Jamie Dimon says AI euphoria, record stocks and banks doing ‘dumb things’ could lead to another financial crisis
https://www.cnn.com/2026/02/24/economy/jamie-dimon-warning

The Viral Citrini Substack Post That Has Sparked New AI Worries on Wall Street
https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-tariffs-02-23-2026/card/the-citrini-substack-selloff-70cWx0scioiLradyuTRa

Yen Slides After Report on Takaichi Caution Over Rate Hikes
https://www.bloomberg.com/news/articles/2026-02-24/yen-extends-decline-after-report-on-takaichi-s-rate-hike-view

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 25 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1260 Now it’s Jamie Dimon's turn, JP Morgan’s highly visible CEO is the latest to make the 2008 comparison. Following up last year’s cockroach quip this time saying a lot of people in the financial industry have done dumb things. But here’s the thing, markets all over the world are starting to price it. The worry showing up in safe havens is maybe this really is happening - right now. From Canadian bonds to Swiss francs, Japan, China and yes Treasuries.  

Eurodollar University's Money & Macro Analysis

------------------------------------------------------

Eurodollar University's Free Guide (video) to interpreting market signals. Taken from the EDU membership, it will help you learn fundamentals necessary to deciphering and decoding market information in a useful manner, unlike everything you get from mainstream sources. 

https://web.eurodollar-university.com/home

------------------------------------------------------

Jamie Dimon says AI euphoria, record stocks and banks doing ‘dumb things’ could lead to another financial crisis
https://www.cnn.com/2026/02/24/economy/jamie-dimon-warning

The Viral Citrini Substack Post That Has Sparked New AI Worries on Wall Street
https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-tariffs-02-23-2026/card/the-citrini-substack-selloff-70cWx0scioiLradyuTRa

Yen Slides After Report on Takaichi Caution Over Rate Hikes
https://www.bloomberg.com/news/articles/2026-02-24/yen-extends-decline-after-report-on-takaichi-s-rate-hike-view

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Private Credit “Bank Run” Has Started 1320 1320 The Private Credit “Bank Run” Has Started full 55bee8cc-0541-4931-a325-2bdbe3769d40 https://share.transistor.fm/s/90b6c04c In the wake of Blue Owl’s shocking announcement last week basically trapping retail investors in a private credit fund they don’t want to be in, signs of fallout from it are trickling in. To begin with, private continues to sell off, Blue Owl especially. But it’s not just private credit, we’re seeing stress in other corners of the risky credit markets, too, which has a number of prominent analysts and observers wondering if maybe we are seeing too many signs that look too much like 2007.  

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> In the wake of Blue Owl’s shocking announcement last week basically trapping retail investors in a private credit fund they don’t want to be in, signs of fallout from it are trickling in. To begin with, private continues to sell off, Blue Owl especially. But it’s not just private credit, we’re seeing stress in other corners of the risky credit markets, too, which has a number of prominent analysts and observers wondering if maybe we are seeing too many signs that look too much like 2007.  

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 24 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1166 In the wake of Blue Owl’s shocking announcement last week basically trapping retail investors in a private credit fund they don’t want to be in, signs of fallout from it are trickling in. To begin with, private continues to sell off, Blue Owl especially. But it’s not just private credit, we’re seeing stress in other corners of the risky credit markets, too, which has a number of prominent analysts and observers wondering if maybe we are seeing too many signs that look too much like 2007.  

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Walmart says "Our Customers Are Running Out of Money" 1319 1319 Walmart says "Our Customers Are Running Out of Money" full 1ff8fb45-ea3a-4903-806b-b2834fdd7530 https://share.transistor.fm/s/1fc4731e Walmart has been one of the few to benefit from the difficult economy the past few years. It’s gotten to the point where even high income earners have become regular Walmart shoppers. But here’s the thing, this week when forecasting earnings for the year ahead, now even Walmart is a bit concerned over the possible further negative consequences of what it’s CFO called a “hiring recession.”

Eurodollar University's conversation w/Steve Van Metre

--------------------------------------------------------------------------
This is the kinds of material we've been covering - at length and in depth - at Eurodollar University in our Deep Dive Analysis and memberships. It's the background, the core concepts, the unique insight that allows us to not just stay on top of everything, but actually understanding what's going on and why to then anticipate roughly where the markets, the economy, the entire world is heading. 

EDU's Memberships and Subscriptions. 

Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.

https://web.eurodollar-university.com/eurodollar-vsl-page-a

--------------------------------------------------------------------------

Walmart Cites Worrying Economic Indicators in Cautious Forecast
https://www.bloomberg.com/news/articles/2026-02-19/walmart-cites-worrying-economic-indicators-in-cautious-forecast

Food Companies Sink as Executives Warn of Consumer Stress
https://www.bloomberg.com/news/articles/2026-02-17/general-mills-warns-of-slumping-sales-on-weak-consumer-sentiment

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Walmart has been one of the few to benefit from the difficult economy the past few years. It’s gotten to the point where even high income earners have become regular Walmart shoppers. But here’s the thing, this week when forecasting earnings for the year ahead, now even Walmart is a bit concerned over the possible further negative consequences of what it’s CFO called a “hiring recession.”

Eurodollar University's conversation w/Steve Van Metre

--------------------------------------------------------------------------
This is the kinds of material we've been covering - at length and in depth - at Eurodollar University in our Deep Dive Analysis and memberships. It's the background, the core concepts, the unique insight that allows us to not just stay on top of everything, but actually understanding what's going on and why to then anticipate roughly where the markets, the economy, the entire world is heading. 

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Walmart Cites Worrying Economic Indicators in Cautious Forecast
https://www.bloomberg.com/news/articles/2026-02-19/walmart-cites-worrying-economic-indicators-in-cautious-forecast

Food Companies Sink as Executives Warn of Consumer Stress
https://www.bloomberg.com/news/articles/2026-02-17/general-mills-warns-of-slumping-sales-on-weak-consumer-sentiment

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 23 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1314 Walmart has been one of the few to benefit from the difficult economy the past few years. It’s gotten to the point where even high income earners have become regular Walmart shoppers. But here’s the thing, this week when forecasting earnings for the year ahead, now even Walmart is a bit concerned over the possible further negative consequences of what it’s CFO called a “hiring recession.”

Eurodollar University's conversation w/Steve Van Metre

--------------------------------------------------------------------------
This is the kinds of material we've been covering - at length and in depth - at Eurodollar University in our Deep Dive Analysis and memberships. It's the background, the core concepts, the unique insight that allows us to not just stay on top of everything, but actually understanding what's going on and why to then anticipate roughly where the markets, the economy, the entire world is heading. 

EDU's Memberships and Subscriptions. 

Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.

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Walmart Cites Worrying Economic Indicators in Cautious Forecast
https://www.bloomberg.com/news/articles/2026-02-19/walmart-cites-worrying-economic-indicators-in-cautious-forecast

Food Companies Sink as Executives Warn of Consumer Stress
https://www.bloomberg.com/news/articles/2026-02-17/general-mills-warns-of-slumping-sales-on-weak-consumer-sentiment

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Repo Market Stress Is Back (And Bigger Than You Think) 1318 1318 Repo Market Stress Is Back (And Bigger Than You Think) full 1edbe2f5-12a0-4204-ab0c-afb404f1c27f https://share.transistor.fm/s/5ccf60f4 While Blue Owl’s blowup exploded the private credit mess back into the mainstream with yesterday’s first confirmation of Stage 2, there had been some building pressures in the monetary system leading up to it. Including a seemingly out of nowhere surge in borrowing from the Fed’s repo facility on Tuesday, a whopping $30 billion spike. And that’s not even the biggest part of this. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> While Blue Owl’s blowup exploded the private credit mess back into the mainstream with yesterday’s first confirmation of Stage 2, there had been some building pressures in the monetary system leading up to it. Including a seemingly out of nowhere surge in borrowing from the Fed’s repo facility on Tuesday, a whopping $30 billion spike. And that’s not even the biggest part of this. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 22 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1191 While Blue Owl’s blowup exploded the private credit mess back into the mainstream with yesterday’s first confirmation of Stage 2, there had been some building pressures in the monetary system leading up to it. Including a seemingly out of nowhere surge in borrowing from the Fed’s repo facility on Tuesday, a whopping $30 billion spike. And that’s not even the biggest part of this. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: A MAJOR Credit Fund Just Blew Up, Here’s What They’re Not Telling You 1317 1317 BREAKING: A MAJOR Credit Fund Just Blew Up, Here’s What They’re Not Telling You full c43bf9e7-5027-46dd-be8f-0d771d601bc9 https://share.transistor.fm/s/1b997933 Credit Crisis Stage 2 has been observed. Stage 1 is when money flows out of a bubble but is roughly still balanced meaning some uncomfortable fund managers but no big consequences like forced selling. Stage 2 is when that balance unbalances leading to bigger problems like forced selling. Today, we got confirmation of forced selling for the first time...and a LOT more. 

--------------------------------------------------------------------------
This is the kinds of material we've been covering - at length and in depth - at Eurodollar University in our Deep Dive Analysis and memberships. It's the background, the core concepts, the unique insight that allows us to not just stay on top of everything, but actually understanding what's going on and why to then anticipate roughly where the markets, the economy, the entire world is heading. 

EDU's Memberships and Subscriptions. 

Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.

https://web.eurodollar-university.com/eurodollar-vsl-page-a

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Blue Owl Halts Redemptions on Private Credit Retail Fund
https://www.bloomberg.com/news/articles/2026-02-18/blue-owl-loan-sale-raises-1-4-billion-for-investor-payouts

Blue Owl permanently halts redemptions at private credit fund aimed at retail investors
https://www.ft.com/content/b2f299f6-2a82-4a43-bcbf-86cac3937550

Blue Owl BDC Allows 17% Redemptions as Investors Storm Exit
https://www.bloomberg.com/news/articles/2026-01-07/blue-owl-bdc-allows-for-17-redemptions-as-investors-storm-exit

]]> Credit Crisis Stage 2 has been observed. Stage 1 is when money flows out of a bubble but is roughly still balanced meaning some uncomfortable fund managers but no big consequences like forced selling. Stage 2 is when that balance unbalances leading to bigger problems like forced selling. Today, we got confirmation of forced selling for the first time...and a LOT more. 

--------------------------------------------------------------------------
This is the kinds of material we've been covering - at length and in depth - at Eurodollar University in our Deep Dive Analysis and memberships. It's the background, the core concepts, the unique insight that allows us to not just stay on top of everything, but actually understanding what's going on and why to then anticipate roughly where the markets, the economy, the entire world is heading. 

EDU's Memberships and Subscriptions. 

Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.

https://web.eurodollar-university.com/eurodollar-vsl-page-a

--------------------------------------------------------------------------

Blue Owl Halts Redemptions on Private Credit Retail Fund
https://www.bloomberg.com/news/articles/2026-02-18/blue-owl-loan-sale-raises-1-4-billion-for-investor-payouts

Blue Owl permanently halts redemptions at private credit fund aimed at retail investors
https://www.ft.com/content/b2f299f6-2a82-4a43-bcbf-86cac3937550

Blue Owl BDC Allows 17% Redemptions as Investors Storm Exit
https://www.bloomberg.com/news/articles/2026-01-07/blue-owl-bdc-allows-for-17-redemptions-as-investors-storm-exit

]]> Fri, 20 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 2644 Credit Crisis Stage 2 has been observed. Stage 1 is when money flows out of a bubble but is roughly still balanced meaning some uncomfortable fund managers but no big consequences like forced selling. Stage 2 is when that balance unbalances leading to bigger problems like forced selling. Today, we got confirmation of forced selling for the first time...and a LOT more. 

--------------------------------------------------------------------------
This is the kinds of material we've been covering - at length and in depth - at Eurodollar University in our Deep Dive Analysis and memberships. It's the background, the core concepts, the unique insight that allows us to not just stay on top of everything, but actually understanding what's going on and why to then anticipate roughly where the markets, the economy, the entire world is heading. 

EDU's Memberships and Subscriptions. 

Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.

https://web.eurodollar-university.com/eurodollar-vsl-page-a

--------------------------------------------------------------------------

Blue Owl Halts Redemptions on Private Credit Retail Fund
https://www.bloomberg.com/news/articles/2026-02-18/blue-owl-loan-sale-raises-1-4-billion-for-investor-payouts

Blue Owl permanently halts redemptions at private credit fund aimed at retail investors
https://www.ft.com/content/b2f299f6-2a82-4a43-bcbf-86cac3937550

Blue Owl BDC Allows 17% Redemptions as Investors Storm Exit
https://www.bloomberg.com/news/articles/2026-01-07/blue-owl-bdc-allows-for-17-redemptions-as-investors-storm-exit

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Confirms EVERYTHING 1316 1316 This Confirms EVERYTHING full a7e8b63c-b112-48fc-bb3d-cae3f6de35fe https://share.transistor.fm/s/b550a040 Stock market volatility has been moving higher since Christmas Eve as this undercurrent of anxiety refuses to go away. Some of it is AI related, sure, but deep down there is this nagging feeling the economy isn’t turning the corner like they all said it would. So where do you go to find clues whether or not that has been the case. A perfect place to start is global bellwether Switzerland – which just confirmed it is in recession. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------
EDU's Memberships and Subscriptions. 

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--------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Stock market volatility has been moving higher since Christmas Eve as this undercurrent of anxiety refuses to go away. Some of it is AI related, sure, but deep down there is this nagging feeling the economy isn’t turning the corner like they all said it would. So where do you go to find clues whether or not that has been the case. A perfect place to start is global bellwether Switzerland – which just confirmed it is in recession. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------
EDU's Memberships and Subscriptions. 

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--------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 19 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1137 Stock market volatility has been moving higher since Christmas Eve as this undercurrent of anxiety refuses to go away. Some of it is AI related, sure, but deep down there is this nagging feeling the economy isn’t turning the corner like they all said it would. So where do you go to find clues whether or not that has been the case. A perfect place to start is global bellwether Switzerland – which just confirmed it is in recession. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------
EDU's Memberships and Subscriptions. 

Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.

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https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Largest Banks in the World Just Did the Unthinkable 1315 1315 The Largest Banks in the World Just Did the Unthinkable full 0187c673-aec1-4caf-8cb2-20394572c523 https://share.transistor.fm/s/bd5b25c4 After another month of even more deeply troubling banking data from China, S&P is wondering if the Chinese may be facing their Japanification moment as a key central bank rate just moved to a record low. Now, I don’t think they’re facing it; China is clearly there and the latest data confirms as much. The time scale is different, but when you’re talking about the biggest banks in the world – and the top four are all Chinese – you have to pay attention. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> After another month of even more deeply troubling banking data from China, S&P is wondering if the Chinese may be facing their Japanification moment as a key central bank rate just moved to a record low. Now, I don’t think they’re facing it; China is clearly there and the latest data confirms as much. The time scale is different, but when you’re talking about the biggest banks in the world – and the top four are all Chinese – you have to pay attention. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 18 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1304 After another month of even more deeply troubling banking data from China, S&P is wondering if the Chinese may be facing their Japanification moment as a key central bank rate just moved to a record low. Now, I don’t think they’re facing it; China is clearly there and the latest data confirms as much. The time scale is different, but when you’re talking about the biggest banks in the world – and the top four are all Chinese – you have to pay attention. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Home Sales PLUNGING to 2010 Levels 1314 1314 BREAKING: Home Sales PLUNGING to 2010 Levels full be8af4d7-28ad-433d-ae70-f7c8f4e90584 https://share.transistor.fm/s/660c1b29 Existing home sales utterly crashed in January. Yes, January is not a great month for real estate shopping and there was obviously less than ideal weather, however those don’t explain the 8.4% plunge in transactions. Analysts who were already factoring those other excuses only thought there would be a modest impact from them, not the biggest monthly drop in housing in four years. So much for that supposedly strong payroll report. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

NAR Existing-Home Sales Report Shows 8.4% Decrease in January
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-8-4-decrease-in-january

Household Debt and Credit Report
https://www.newyorkfed.org/microeconomics/hhdc.html

Where Are Mortgage Delinquencies Rising the Most?
https://libertystreeteconomics.newyorkfed.org/2026/02/where-are-mortgage-delinquencies-rising-the-most/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Existing home sales utterly crashed in January. Yes, January is not a great month for real estate shopping and there was obviously less than ideal weather, however those don’t explain the 8.4% plunge in transactions. Analysts who were already factoring those other excuses only thought there would be a modest impact from them, not the biggest monthly drop in housing in four years. So much for that supposedly strong payroll report. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

NAR Existing-Home Sales Report Shows 8.4% Decrease in January
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-8-4-decrease-in-january

Household Debt and Credit Report
https://www.newyorkfed.org/microeconomics/hhdc.html

Where Are Mortgage Delinquencies Rising the Most?
https://libertystreeteconomics.newyorkfed.org/2026/02/where-are-mortgage-delinquencies-rising-the-most/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 13 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1178 Existing home sales utterly crashed in January. Yes, January is not a great month for real estate shopping and there was obviously less than ideal weather, however those don’t explain the 8.4% plunge in transactions. Analysts who were already factoring those other excuses only thought there would be a modest impact from them, not the biggest monthly drop in housing in four years. So much for that supposedly strong payroll report. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

NAR Existing-Home Sales Report Shows 8.4% Decrease in January
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-8-4-decrease-in-january

Household Debt and Credit Report
https://www.newyorkfed.org/microeconomics/hhdc.html

Where Are Mortgage Delinquencies Rising the Most?
https://libertystreeteconomics.newyorkfed.org/2026/02/where-are-mortgage-delinquencies-rising-the-most/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Job Market Just Revised MASSIVELY! (Payroll Crash) 1313 1313 BREAKING: Job Market Just Revised MASSIVELY! (Payroll Crash) full b291ac7d-9b48-49e6-a55c-bec10bf8abb2 https://share.transistor.fm/s/5a1bbc9f We really, really messed up the jobs data the past few years, we got it almost completely wrong, but trust us, we’re good now. That’s what the BLS is saying today about its estimates for jobs and employment and right now no one is buying it. Why should they? The agency screwed up so badly it now admits there were 1.03 million fewer payrolls as of December than it previously thought. One million fewer payrolls. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------
EDU's Memberships and Subscriptions. 

Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.

https://web.eurodollar-university.com/eurodollar-vsl-page-a

--------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> We really, really messed up the jobs data the past few years, we got it almost completely wrong, but trust us, we’re good now. That’s what the BLS is saying today about its estimates for jobs and employment and right now no one is buying it. Why should they? The agency screwed up so badly it now admits there were 1.03 million fewer payrolls as of December than it previously thought. One million fewer payrolls. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------
EDU's Memberships and Subscriptions. 

Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.

https://web.eurodollar-university.com/eurodollar-vsl-page-a

--------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 12 Feb 2026 13:52:09 -0500 Jeff Snider Jeff Snider 1263 We really, really messed up the jobs data the past few years, we got it almost completely wrong, but trust us, we’re good now. That’s what the BLS is saying today about its estimates for jobs and employment and right now no one is buying it. Why should they? The agency screwed up so badly it now admits there were 1.03 million fewer payrolls as of December than it previously thought. One million fewer payrolls. 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------
EDU's Memberships and Subscriptions. 

Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.

https://web.eurodollar-university.com/eurodollar-vsl-page-a

--------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: The UK Government Has Fallen (What You Know) 1312 1312 BREAKING: The UK Government Has Fallen (What You Know) full 5dadd227-3900-4c2d-8e21-73ae373c800b https://share.transistor.fm/s/9ce97240 The UK’s Prime Minister is hanging on for his career after a series of missteps has his own labor party almost in revolt. The current crisis was triggered by an ill-advised appointment of an ambassador to the US who is caught up in the Jeffrey Epstein mess. But that’s not really the issue. Once again, a government that came to power not even two years ago finds voters who can’t wait to throw it out of office.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Starmer banks on economic growth to 'rebuild Britain'
https://www.bbc.com/news/articles/clll8d2vd8yo

Why UK Prime Minister Rishi Sunak called an election he’s expected to lose
https://www.cnn.com/2024/05/24/uk/prime-minister-rishi-sunak-election-intl

UK Opinion Polls
https://www.ipsos.com/en-uk/uk-opinion-polls

New UK prime minister Rishi Sunak warns ‘difficult decisions to come’
https://www.theguardian.com/politics/2022/oct/25/rishi-sunak-warns-difficult-decisions-to-come-as-he-assumes-office

UK General election 2024 Results
https://www.bbc.com/news/election/2024/uk/results

How unpopular is Britain’s Labour government?
https://www.economist.com/interactive/2025-british-politics

Europe's leaders are deeply unpopular
https://www.axios.com/2026/02/10/europe-leadership-crisis-starmer-macron-merz

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The UK’s Prime Minister is hanging on for his career after a series of missteps has his own labor party almost in revolt. The current crisis was triggered by an ill-advised appointment of an ambassador to the US who is caught up in the Jeffrey Epstein mess. But that’s not really the issue. Once again, a government that came to power not even two years ago finds voters who can’t wait to throw it out of office.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Starmer banks on economic growth to 'rebuild Britain'
https://www.bbc.com/news/articles/clll8d2vd8yo

Why UK Prime Minister Rishi Sunak called an election he’s expected to lose
https://www.cnn.com/2024/05/24/uk/prime-minister-rishi-sunak-election-intl

UK Opinion Polls
https://www.ipsos.com/en-uk/uk-opinion-polls

New UK prime minister Rishi Sunak warns ‘difficult decisions to come’
https://www.theguardian.com/politics/2022/oct/25/rishi-sunak-warns-difficult-decisions-to-come-as-he-assumes-office

UK General election 2024 Results
https://www.bbc.com/news/election/2024/uk/results

How unpopular is Britain’s Labour government?
https://www.economist.com/interactive/2025-british-politics

Europe's leaders are deeply unpopular
https://www.axios.com/2026/02/10/europe-leadership-crisis-starmer-macron-merz

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 11 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1141 The UK’s Prime Minister is hanging on for his career after a series of missteps has his own labor party almost in revolt. The current crisis was triggered by an ill-advised appointment of an ambassador to the US who is caught up in the Jeffrey Epstein mess. But that’s not really the issue. Once again, a government that came to power not even two years ago finds voters who can’t wait to throw it out of office.

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

Starmer banks on economic growth to 'rebuild Britain'
https://www.bbc.com/news/articles/clll8d2vd8yo

Why UK Prime Minister Rishi Sunak called an election he’s expected to lose
https://www.cnn.com/2024/05/24/uk/prime-minister-rishi-sunak-election-intl

UK Opinion Polls
https://www.ipsos.com/en-uk/uk-opinion-polls

New UK prime minister Rishi Sunak warns ‘difficult decisions to come’
https://www.theguardian.com/politics/2022/oct/25/rishi-sunak-warns-difficult-decisions-to-come-as-he-assumes-office

UK General election 2024 Results
https://www.bbc.com/news/election/2024/uk/results

How unpopular is Britain’s Labour government?
https://www.economist.com/interactive/2025-british-politics

Europe's leaders are deeply unpopular
https://www.axios.com/2026/02/10/europe-leadership-crisis-starmer-macron-merz

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WARNING: China Just Issued a U.S. Treasury Alert 1311 1311 WARNING: China Just Issued a U.S. Treasury Alert full 2f9994b3-7bec-4ed0-88ff-1a20cbf1e484 https://share.transistor.fm/s/2964da85 Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/mFP5VcW or code euro50.

Authorities in China are advising Chinese banks they need to seriously consider changing up their bond market allocations right now. Citing concentration risk as well as the possibility for volatility, regulators are supposedly trying to prevent depositories from buying bonds. If this sounds familiar, it should since the PBOC did something similar in the summer of 2024. But in this case, the asset being targeted isn’t local. 

Eurodollar University's Money & Macro Analysis

China Urges Banks to Curb Exposure to US Treasuries
https://www.bloomberg.com/news/articles/2026-02-09/china-urges-banks-to-limit-holdings-of-us-treasuries-citing-market-volatility

Foreign Holdings of US Treasuries Climbed to Record in November
https://www.bloomberg.com/news/articles/2026-01-15/foreign-holdings-of-us-treasuries-climbed-to-record-in-november

Dollar Global Transaction Use Jumps to New High, Swift Says
https://www.bloomberg.com/news/articles/2026-01-22/dollar-global-transaction-usage-jumps-to-new-high-swift-says

PBOC Says No Longer in China’s Interest to Increase Reserves (2013)
https://www.bloomberg.com/news/articles/2013-11-20/pboc-says-no-longer-in-china-s-favor-to-boost-record-reserves

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/mFP5VcW or code euro50.

Authorities in China are advising Chinese banks they need to seriously consider changing up their bond market allocations right now. Citing concentration risk as well as the possibility for volatility, regulators are supposedly trying to prevent depositories from buying bonds. If this sounds familiar, it should since the PBOC did something similar in the summer of 2024. But in this case, the asset being targeted isn’t local. 

Eurodollar University's Money & Macro Analysis

China Urges Banks to Curb Exposure to US Treasuries
https://www.bloomberg.com/news/articles/2026-02-09/china-urges-banks-to-limit-holdings-of-us-treasuries-citing-market-volatility

Foreign Holdings of US Treasuries Climbed to Record in November
https://www.bloomberg.com/news/articles/2026-01-15/foreign-holdings-of-us-treasuries-climbed-to-record-in-november

Dollar Global Transaction Use Jumps to New High, Swift Says
https://www.bloomberg.com/news/articles/2026-01-22/dollar-global-transaction-usage-jumps-to-new-high-swift-says

PBOC Says No Longer in China’s Interest to Increase Reserves (2013)
https://www.bloomberg.com/news/articles/2013-11-20/pboc-says-no-longer-in-china-s-favor-to-boost-record-reserves

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 10 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1233 Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/mFP5VcW or code euro50.

Authorities in China are advising Chinese banks they need to seriously consider changing up their bond market allocations right now. Citing concentration risk as well as the possibility for volatility, regulators are supposedly trying to prevent depositories from buying bonds. If this sounds familiar, it should since the PBOC did something similar in the summer of 2024. But in this case, the asset being targeted isn’t local. 

Eurodollar University's Money & Macro Analysis

China Urges Banks to Curb Exposure to US Treasuries
https://www.bloomberg.com/news/articles/2026-02-09/china-urges-banks-to-limit-holdings-of-us-treasuries-citing-market-volatility

Foreign Holdings of US Treasuries Climbed to Record in November
https://www.bloomberg.com/news/articles/2026-01-15/foreign-holdings-of-us-treasuries-climbed-to-record-in-november

Dollar Global Transaction Use Jumps to New High, Swift Says
https://www.bloomberg.com/news/articles/2026-01-22/dollar-global-transaction-usage-jumps-to-new-high-swift-says

PBOC Says No Longer in China’s Interest to Increase Reserves (2013)
https://www.bloomberg.com/news/articles/2013-11-20/pboc-says-no-longer-in-china-s-favor-to-boost-record-reserves

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No New Jobs Data Crashes Markets (What You Must Know) 1310 1310 New Jobs Data Crashes Markets (What You Must Know) full 7ac4b4df-b7fa-4469-9f1c-eccfcd9a5ab1 https://share.transistor.fm/s/b7c53a6e It was a trio of reports that turned an already shaky market into a disorderly mess. Private credit stocks were hit hard as were cryptocurrencies after ADP, Challenger and a delayed release from the BLS each overwhelmed expectations. Just more negative fuel to the selling fire as the riskiest financial markets were reeling from the economic implications.   

Eurodollar University's conversation w/Steve Van Metre

--------------------------------------------------------------------------
EDU's Memberships and Subscriptions. 

Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.

https://web.eurodollar-university.com/eurodollar-vsl-page-a

--------------------------------------------------------------------------

Challenger Gray & Christmas
https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> It was a trio of reports that turned an already shaky market into a disorderly mess. Private credit stocks were hit hard as were cryptocurrencies after ADP, Challenger and a delayed release from the BLS each overwhelmed expectations. Just more negative fuel to the selling fire as the riskiest financial markets were reeling from the economic implications.   

Eurodollar University's conversation w/Steve Van Metre

--------------------------------------------------------------------------
EDU's Memberships and Subscriptions. 

Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.

https://web.eurodollar-university.com/eurodollar-vsl-page-a

--------------------------------------------------------------------------

Challenger Gray & Christmas
https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 09 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1380 It was a trio of reports that turned an already shaky market into a disorderly mess. Private credit stocks were hit hard as were cryptocurrencies after ADP, Challenger and a delayed release from the BLS each overwhelmed expectations. Just more negative fuel to the selling fire as the riskiest financial markets were reeling from the economic implications.   

Eurodollar University's conversation w/Steve Van Metre

--------------------------------------------------------------------------
EDU's Memberships and Subscriptions. 

Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.

https://web.eurodollar-university.com/eurodollar-vsl-page-a

--------------------------------------------------------------------------

Challenger Gray & Christmas
https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Something Really Strange Is Happening With European Banks 1309 1309 Something Really Strange Is Happening With European Banks full a1ebbcdf-0683-453e-ad1a-ed0f81e92cfd https://share.transistor.fm/s/b4dc52d8 European banks were asked what they thought about corporate credit opportunities in the coming year given that most officials, anyway, in Europe believe everything is picking up. As Christine Lagarde, head of the ECB, is so fond of saying, Europe, European interest rate policy, inflation, the economy, everything is in a good place. Except, the answer the banking sector sent back surprised everyone and is almost certainly going to play a role in market volatility like we’ve been seeing recently. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> European banks were asked what they thought about corporate credit opportunities in the coming year given that most officials, anyway, in Europe believe everything is picking up. As Christine Lagarde, head of the ECB, is so fond of saying, Europe, European interest rate policy, inflation, the economy, everything is in a good place. Except, the answer the banking sector sent back surprised everyone and is almost certainly going to play a role in market volatility like we’ve been seeing recently. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 08 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1076 European banks were asked what they thought about corporate credit opportunities in the coming year given that most officials, anyway, in Europe believe everything is picking up. As Christine Lagarde, head of the ECB, is so fond of saying, Europe, European interest rate policy, inflation, the economy, everything is in a good place. Except, the answer the banking sector sent back surprised everyone and is almost certainly going to play a role in market volatility like we’ve been seeing recently. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider

----------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WTF! Markets EVERYWHERE Are Crashing 1308 1308 WTF! Markets EVERYWHERE Are Crashing full 60685c1b-4051-48bb-97c2-331cd1399eb4 https://share.transistor.fm/s/4e1fe8b4 Widespread financial meltdown continued again today, slamming crypto, silver, and private credit particularly hard. After what appeared to be an early morning rally, it didn’t last as a range of more-than-disappointing labor data came flooding to the tape. The narrative of a 2026 pick up is not being picked up anywhere other than mainstream Economists.

Eurodollar University Money and Macro Analysis

]]> Widespread financial meltdown continued again today, slamming crypto, silver, and private credit particularly hard. After what appeared to be an early morning rally, it didn’t last as a range of more-than-disappointing labor data came flooding to the tape. The narrative of a 2026 pick up is not being picked up anywhere other than mainstream Economists.

Eurodollar University Money and Macro Analysis

]]> Fri, 06 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 3189 Widespread financial meltdown continued again today, slamming crypto, silver, and private credit particularly hard. After what appeared to be an early morning rally, it didn’t last as a range of more-than-disappointing labor data came flooding to the tape. The narrative of a 2026 pick up is not being picked up anywhere other than mainstream Economists.

Eurodollar University Money and Macro Analysis

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Pepsi's Desperate Move Tells You Everything About This Economy 1307 1307 Pepsi's Desperate Move Tells You Everything About This Economy full 52d042d8-e18b-4faf-897f-1423cc3a59ac https://share.transistor.fm/s/d7a1e5b9 Pepsi is slashing prices for some of its most popular brands, some by 15%. The company said it has spent the past year listening to consumer feedback. Nah. What happened is always what happens in this economy and why there is no breakout inflation. Companies that do raise prices end up sacrificing volumes because their customers can’t afford to pay more. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------
Eurodollar University LIVE — February 2026, President's Day Weekend
Small group. Intimate setting. Direct access to experts you won't get anywhere else. Only a few VIP slots remain.

Sign up here: https://eurodollar-university.com/event-home-page
----------------------------------------------------------------

PepsiCo to cut prices of Lay's, Doritos as consumers push back
https://www.reuters.com/sustainability/sustainable-finance-reporting/pepsico-tops-quarterly-revenue-estimates-resilient-demand-sodas-2026-02-03/

After Years of Increases, PepsiCo Pledges to Cut Prices on Snackshttps://www.nytimes.com/2026/02/03/business/pepsi-doritos-cheetos-prices.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Pepsi is slashing prices for some of its most popular brands, some by 15%. The company said it has spent the past year listening to consumer feedback. Nah. What happened is always what happens in this economy and why there is no breakout inflation. Companies that do raise prices end up sacrificing volumes because their customers can’t afford to pay more. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------
Eurodollar University LIVE — February 2026, President's Day Weekend
Small group. Intimate setting. Direct access to experts you won't get anywhere else. Only a few VIP slots remain.

Sign up here: https://eurodollar-university.com/event-home-page
----------------------------------------------------------------

PepsiCo to cut prices of Lay's, Doritos as consumers push back
https://www.reuters.com/sustainability/sustainable-finance-reporting/pepsico-tops-quarterly-revenue-estimates-resilient-demand-sodas-2026-02-03/

After Years of Increases, PepsiCo Pledges to Cut Prices on Snackshttps://www.nytimes.com/2026/02/03/business/pepsi-doritos-cheetos-prices.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 05 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1239 Pepsi is slashing prices for some of its most popular brands, some by 15%. The company said it has spent the past year listening to consumer feedback. Nah. What happened is always what happens in this economy and why there is no breakout inflation. Companies that do raise prices end up sacrificing volumes because their customers can’t afford to pay more. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------
Eurodollar University LIVE — February 2026, President's Day Weekend
Small group. Intimate setting. Direct access to experts you won't get anywhere else. Only a few VIP slots remain.

Sign up here: https://eurodollar-university.com/event-home-page
----------------------------------------------------------------

PepsiCo to cut prices of Lay's, Doritos as consumers push back
https://www.reuters.com/sustainability/sustainable-finance-reporting/pepsico-tops-quarterly-revenue-estimates-resilient-demand-sodas-2026-02-03/

After Years of Increases, PepsiCo Pledges to Cut Prices on Snackshttps://www.nytimes.com/2026/02/03/business/pepsi-doritos-cheetos-prices.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T! Another Credit Company Just Blew Up 1306 1306 HOLY SH*T! Another Credit Company Just Blew Up full 5e73c8d8-483a-4b5e-a619-8ff33cc88157 https://share.transistor.fm/s/fa9b88dc They thought they were reassuring debt markets over AI cash. Instead, the company kicked a hornet's nest, unleashing a MAJOR selloff that is sweeping through private credit. It isn't just the BDCs (publicly traded funds) this time, either. The asset managers themselves are now getting swept up in the money outflows. 

Eurodollar University Money & Macro Analysis

]]> They thought they were reassuring debt markets over AI cash. Instead, the company kicked a hornet's nest, unleashing a MAJOR selloff that is sweeping through private credit. It isn't just the BDCs (publicly traded funds) this time, either. The asset managers themselves are now getting swept up in the money outflows. 

Eurodollar University Money & Macro Analysis

]]> Wed, 04 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1981 They thought they were reassuring debt markets over AI cash. Instead, the company kicked a hornet's nest, unleashing a MAJOR selloff that is sweeping through private credit. It isn't just the BDCs (publicly traded funds) this time, either. The asset managers themselves are now getting swept up in the money outflows. 

Eurodollar University Money & Macro Analysis

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China Just Broke the Silver Market 1305 1305 China Just Broke the Silver Market full 0d01a87f-b255-4755-939f-cdf235c6169c https://share.transistor.fm/s/99b91728 The selloff in precious metals, particularly silver, has extended into today’s session. One reason why, one additional reason why, we’re seeing reports of fraud emerge in heavy buyer China, including from a guy who’s apparently called “the hat.” It’s the kind of thing that usually comes up when big bubbles go up and then pop, so another sign that’s what’s happening here in the short run. Which raises another question, how far down might silver go in the near-term? 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

China gold "protests"
https://www.youtube.com/shorts/HbICfItSfZA

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The selloff in precious metals, particularly silver, has extended into today’s session. One reason why, one additional reason why, we’re seeing reports of fraud emerge in heavy buyer China, including from a guy who’s apparently called “the hat.” It’s the kind of thing that usually comes up when big bubbles go up and then pop, so another sign that’s what’s happening here in the short run. Which raises another question, how far down might silver go in the near-term? 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

China gold "protests"
https://www.youtube.com/shorts/HbICfItSfZA

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 03 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1168 The selloff in precious metals, particularly silver, has extended into today’s session. One reason why, one additional reason why, we’re seeing reports of fraud emerge in heavy buyer China, including from a guy who’s apparently called “the hat.” It’s the kind of thing that usually comes up when big bubbles go up and then pop, so another sign that’s what’s happening here in the short run. Which raises another question, how far down might silver go in the near-term? 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

China gold "protests"
https://www.youtube.com/shorts/HbICfItSfZA

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WTF Just Happened In Credit Markets 1304 1304 WTF Just Happened In Credit Markets full 5748e38a-0d3b-4f08-a0bc-5afd94048eea https://share.transistor.fm/s/f1edf206 A key corner of the credit market is experiencing sustained and even accelerated selling at the end of January 2026. What we’re talking about is historically one of the most economically sensitive segments, a growing caution about the climate ahead. And it’s not the only one. From cryptocurrencies to the inability of the AI bubble to get going, the cracks continue to widen rather than fade away like everyone said they were going to. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------------
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend, February 2026. Small groups, intimate discussions. 

To reserve your spot just go here https://eurodollar-university.com/event-home-page
----------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> A key corner of the credit market is experiencing sustained and even accelerated selling at the end of January 2026. What we’re talking about is historically one of the most economically sensitive segments, a growing caution about the climate ahead. And it’s not the only one. From cryptocurrencies to the inability of the AI bubble to get going, the cracks continue to widen rather than fade away like everyone said they were going to. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------------
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend, February 2026. Small groups, intimate discussions. 

To reserve your spot just go here https://eurodollar-university.com/event-home-page
----------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 02 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1335 A key corner of the credit market is experiencing sustained and even accelerated selling at the end of January 2026. What we’re talking about is historically one of the most economically sensitive segments, a growing caution about the climate ahead. And it’s not the only one. From cryptocurrencies to the inability of the AI bubble to get going, the cracks continue to widen rather than fade away like everyone said they were going to. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------------------------------
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend, February 2026. Small groups, intimate discussions. 

To reserve your spot just go here https://eurodollar-university.com/event-home-page
----------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Why Prices Never Come Back Down... Ever 1303 1303 Why Prices Never Come Back Down... Ever full ae488128-ce1c-4503-ad19-c9575d9c17bc https://share.transistor.fm/s/4621ac36 Consumer prices are never going to go back to where they were before the pandemic. This simple reason is they can’t. You think that since they went up, they can just go right back down. That’s not unlikely, it is impossible and I’m going to show you why with a very simple example. Now the implications of this economic fact are profound. In fact, it explains everything about the economy we have right now, from the labor market and the lack of jobs to, yes, affordability.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Consumer prices are never going to go back to where they were before the pandemic. This simple reason is they can’t. You think that since they went up, they can just go right back down. That’s not unlikely, it is impossible and I’m going to show you why with a very simple example. Now the implications of this economic fact are profound. In fact, it explains everything about the economy we have right now, from the labor market and the lack of jobs to, yes, affordability.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 01 Feb 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1224 Consumer prices are never going to go back to where they were before the pandemic. This simple reason is they can’t. You think that since they went up, they can just go right back down. That’s not unlikely, it is impossible and I’m going to show you why with a very simple example. Now the implications of this economic fact are profound. In fact, it explains everything about the economy we have right now, from the labor market and the lack of jobs to, yes, affordability.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Real Bubble No One Wants To Talk About (Mike Green) 1302 1302 The Real Bubble No One Wants To Talk About (Mike Green) full b3c24a01-9bb5-4fa3-8add-187aec0f91b2 https://share.transistor.fm/s/0eecfdc5 Has the rally in silver gone so far now that the metal’s price action is actually behaving like a meme stock? Or is there something more fundamental and deeply disturbing behind what precious metals are doing? Maybe we should consider how it isn’t a loss of faith in the dollar as so many people wrongly claim which is propelling both gold and silver right now, what if it is the growing mistrust in how the entire world works and fits together. Or used to. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend, February 2026. Small groups, intimate discussions. 

To reserve your spot just go here https://eurodollar-university.com/event-home-page

---------------------------------------------------------

Part 1: My Life Is a Lie
How a Broken Benchmark Quietly Broke America
https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie

Agency Costs of Overvalued Equity
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=480421

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Has the rally in silver gone so far now that the metal’s price action is actually behaving like a meme stock? Or is there something more fundamental and deeply disturbing behind what precious metals are doing? Maybe we should consider how it isn’t a loss of faith in the dollar as so many people wrongly claim which is propelling both gold and silver right now, what if it is the growing mistrust in how the entire world works and fits together. Or used to. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend, February 2026. Small groups, intimate discussions. 

To reserve your spot just go here https://eurodollar-university.com/event-home-page

---------------------------------------------------------

Part 1: My Life Is a Lie
How a Broken Benchmark Quietly Broke America
https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie

Agency Costs of Overvalued Equity
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=480421

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 30 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 3096 Has the rally in silver gone so far now that the metal’s price action is actually behaving like a meme stock? Or is there something more fundamental and deeply disturbing behind what precious metals are doing? Maybe we should consider how it isn’t a loss of faith in the dollar as so many people wrongly claim which is propelling both gold and silver right now, what if it is the growing mistrust in how the entire world works and fits together. Or used to. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend, February 2026. Small groups, intimate discussions. 

To reserve your spot just go here https://eurodollar-university.com/event-home-page

---------------------------------------------------------

Part 1: My Life Is a Lie
How a Broken Benchmark Quietly Broke America
https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie

Agency Costs of Overvalued Equity
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=480421

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Amazon Just Triggered a National Warning 1301 1301 BREAKING: Amazon Just Triggered a National Warning full 905126d8-00a6-43b0-8280-cd29e37021db https://share.transistor.fm/s/e0970e66 After cutting 14,000 jobs back in October and denying there were more of them coming, Amazon confirmed yesterday there will be another 16,000 layoffs and made comments suggesting the company won’t be done even after then. These job cuts will only add to the worsening anxiety among American workers, who reminded everyone of those deep concerns in the latest plunge in consumer confidence. According to the most optimistic measure for it, from the Conference Board, confidence crashed to its lowest level in over a decade.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

CNBC Amazon laying off about 16,000 corporate workers in latest anti-bureaucracy push
https://www.cnbc.com/2026/01/28/amazon-layoffs-anti-bureaucracy-ai.html

Internal messages reveal which teams, jobs affected in Amazon layoffs
https://www.businessinsider.com/internal-messages-teams-jobs-affected-amazon-layoffs-2026-1

CB US Consumer Confidence Fell Sharply in January
https://www.conference-board.org/topics/consumer-confidence/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> After cutting 14,000 jobs back in October and denying there were more of them coming, Amazon confirmed yesterday there will be another 16,000 layoffs and made comments suggesting the company won’t be done even after then. These job cuts will only add to the worsening anxiety among American workers, who reminded everyone of those deep concerns in the latest plunge in consumer confidence. According to the most optimistic measure for it, from the Conference Board, confidence crashed to its lowest level in over a decade.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

CNBC Amazon laying off about 16,000 corporate workers in latest anti-bureaucracy push
https://www.cnbc.com/2026/01/28/amazon-layoffs-anti-bureaucracy-ai.html

Internal messages reveal which teams, jobs affected in Amazon layoffs
https://www.businessinsider.com/internal-messages-teams-jobs-affected-amazon-layoffs-2026-1

CB US Consumer Confidence Fell Sharply in January
https://www.conference-board.org/topics/consumer-confidence/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 29 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1402 After cutting 14,000 jobs back in October and denying there were more of them coming, Amazon confirmed yesterday there will be another 16,000 layoffs and made comments suggesting the company won’t be done even after then. These job cuts will only add to the worsening anxiety among American workers, who reminded everyone of those deep concerns in the latest plunge in consumer confidence. According to the most optimistic measure for it, from the Conference Board, confidence crashed to its lowest level in over a decade.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

CNBC Amazon laying off about 16,000 corporate workers in latest anti-bureaucracy push
https://www.cnbc.com/2026/01/28/amazon-layoffs-anti-bureaucracy-ai.html

Internal messages reveal which teams, jobs affected in Amazon layoffs
https://www.businessinsider.com/internal-messages-teams-jobs-affected-amazon-layoffs-2026-1

CB US Consumer Confidence Fell Sharply in January
https://www.conference-board.org/topics/consumer-confidence/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: BlackRock’s Credit Fund Just Blew Up (What You Must Know) 1300 1300 BREAKING: BlackRock’s Credit Fund Just Blew Up (What You Must Know) full ff5b6de9-aa63-4974-ab15-f8c280117374 https://share.transistor.fm/s/3bfa6110 One of BlackRock’s private credit funds has just resurrected the cockroach concerns over debt woes in the space. By announcing that it will have to write down 19% of its net asset value, the fund also discloses more areas of cockroach concerns beyond those we had already become aware of. While at the same time, further reminding everyone how everything that people were worried about before they need to keep worrying about and then some. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------------------
EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. Small groups, intimate discussions. 

To reserve your spot just go here but you better hurry, there aren't many spots left:

https://eurodollar-university.com/event-home-page
------------------------------------------------------------------------------------------

BlackRock TCP SEC Filing 8K
https://www.sec.gov/ix?doc=/Archives/edgar/data/0001370755/000114036126002240/ef20063739_8k.htm

BlackRock Private Debt Fund Tumbles After Writing Down Loans
https://www.bloomberg.com/news/articles/2026-01-26/blackrock-private-debt-fund-tumbles-after-writing-down-loans

Flawed Valuations Threaten $1.7 Trillion Private Credit Boom
https://www.bloomberg.com/news/articles/2024-02-28/how-private-credit-market-boom-is-hiding-potential-valuation-problems

BlackRock to Auction Amazon Seller Once Valued at $1 Billion
https://pe-insights.com/blackrock-to-auction-amazon-seller-once-valued-at-1-billion/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> One of BlackRock’s private credit funds has just resurrected the cockroach concerns over debt woes in the space. By announcing that it will have to write down 19% of its net asset value, the fund also discloses more areas of cockroach concerns beyond those we had already become aware of. While at the same time, further reminding everyone how everything that people were worried about before they need to keep worrying about and then some. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------------------
EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. Small groups, intimate discussions. 

To reserve your spot just go here but you better hurry, there aren't many spots left:

https://eurodollar-university.com/event-home-page
------------------------------------------------------------------------------------------

BlackRock TCP SEC Filing 8K
https://www.sec.gov/ix?doc=/Archives/edgar/data/0001370755/000114036126002240/ef20063739_8k.htm

BlackRock Private Debt Fund Tumbles After Writing Down Loans
https://www.bloomberg.com/news/articles/2026-01-26/blackrock-private-debt-fund-tumbles-after-writing-down-loans

Flawed Valuations Threaten $1.7 Trillion Private Credit Boom
https://www.bloomberg.com/news/articles/2024-02-28/how-private-credit-market-boom-is-hiding-potential-valuation-problems

BlackRock to Auction Amazon Seller Once Valued at $1 Billion
https://pe-insights.com/blackrock-to-auction-amazon-seller-once-valued-at-1-billion/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 28 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1227 One of BlackRock’s private credit funds has just resurrected the cockroach concerns over debt woes in the space. By announcing that it will have to write down 19% of its net asset value, the fund also discloses more areas of cockroach concerns beyond those we had already become aware of. While at the same time, further reminding everyone how everything that people were worried about before they need to keep worrying about and then some. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------------------
EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. Small groups, intimate discussions. 

To reserve your spot just go here but you better hurry, there aren't many spots left:

https://eurodollar-university.com/event-home-page
------------------------------------------------------------------------------------------

BlackRock TCP SEC Filing 8K
https://www.sec.gov/ix?doc=/Archives/edgar/data/0001370755/000114036126002240/ef20063739_8k.htm

BlackRock Private Debt Fund Tumbles After Writing Down Loans
https://www.bloomberg.com/news/articles/2026-01-26/blackrock-private-debt-fund-tumbles-after-writing-down-loans

Flawed Valuations Threaten $1.7 Trillion Private Credit Boom
https://www.bloomberg.com/news/articles/2024-02-28/how-private-credit-market-boom-is-hiding-potential-valuation-problems

BlackRock to Auction Amazon Seller Once Valued at $1 Billion
https://pe-insights.com/blackrock-to-auction-amazon-seller-once-valued-at-1-billion/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No “This Is Unprecedented”: China’s Military Purge Signals Cold War 2.0 1299 1299 “This Is Unprecedented”: China’s Military Purge Signals Cold War 2.0 full be156bf2-54a0-4043-af18-2b01d4f01647 https://share.transistor.fm/s/6f09cb73 An unprecedented shakeup at the very top of the Chinese military has shaken up the rest of the world. Xi Jinping didn’t just go after a longtime friend and ally, he has gone after everyone in what increasingly looks like a paranoid, Stalinist shakeup. But why? I’ve told you many times before about the economic pressure on China that has only intensified more recently. But that’s not the only thing. That’s where it starts, but where it ends is what is increasingly being confirmed as Cold War 2.0.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

60 Minutes How China could use U.S. farmland to attack America
https://www.cbsnews.com/news/how-china-could-use-us-farmland-to-attack-america-60-minutes/

NYT Xi’s Purge of China’s Military Brings Its Top General Down 
https://www.nytimes.com/2026/01/24/world/asia/china-top-general-xi-military-purge.html

U.S. Secret Service dismantles imminent telecommunications threat in New York tristate area
https://www.secretservice.gov/newsroom/releases/2025/09/us-secret-service-dismantles-imminent-telecommunications-threat-new-york

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> An unprecedented shakeup at the very top of the Chinese military has shaken up the rest of the world. Xi Jinping didn’t just go after a longtime friend and ally, he has gone after everyone in what increasingly looks like a paranoid, Stalinist shakeup. But why? I’ve told you many times before about the economic pressure on China that has only intensified more recently. But that’s not the only thing. That’s where it starts, but where it ends is what is increasingly being confirmed as Cold War 2.0.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

60 Minutes How China could use U.S. farmland to attack America
https://www.cbsnews.com/news/how-china-could-use-us-farmland-to-attack-america-60-minutes/

NYT Xi’s Purge of China’s Military Brings Its Top General Down 
https://www.nytimes.com/2026/01/24/world/asia/china-top-general-xi-military-purge.html

U.S. Secret Service dismantles imminent telecommunications threat in New York tristate area
https://www.secretservice.gov/newsroom/releases/2025/09/us-secret-service-dismantles-imminent-telecommunications-threat-new-york

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 27 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1287 An unprecedented shakeup at the very top of the Chinese military has shaken up the rest of the world. Xi Jinping didn’t just go after a longtime friend and ally, he has gone after everyone in what increasingly looks like a paranoid, Stalinist shakeup. But why? I’ve told you many times before about the economic pressure on China that has only intensified more recently. But that’s not the only thing. That’s where it starts, but where it ends is what is increasingly being confirmed as Cold War 2.0.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

60 Minutes How China could use U.S. farmland to attack America
https://www.cbsnews.com/news/how-china-could-use-us-farmland-to-attack-america-60-minutes/

NYT Xi’s Purge of China’s Military Brings Its Top General Down 
https://www.nytimes.com/2026/01/24/world/asia/china-top-general-xi-military-purge.html

U.S. Secret Service dismantles imminent telecommunications threat in New York tristate area
https://www.secretservice.gov/newsroom/releases/2025/09/us-secret-service-dismantles-imminent-telecommunications-threat-new-york

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Ray Dalio Makes Shocking Prediction (Here’s What You MUST Know) 1298 1298 Ray Dalio Makes Shocking Prediction (Here’s What You MUST Know) full 6290b708-5402-4e87-b387-ae4de2c2bccc https://share.transistor.fm/s/01857626 Billionaire investor Ray Dalio is warning we shouldn’t be focused on trade wars, instead the real concern is capital wars. In those, Dalio says there will be a reduced appetite for owning US government debt or any US assets. Maybe even including American stocks. The comments were made in the context of recent geopolitical flashpoints in Venezuela and Greenland. As always, there’s a lot of noise surrounding this kind of topic, but what does the evidence say?

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend, February 2026. Small groups, intimate discussions. 

To reserve your spot just go here https://eurodollar-university.com/event-home-page

---------------------------------------------------------

CNBC Ray Dalio
https://www.youtube.com/watch?v=Gda9T9gZSe4

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Billionaire investor Ray Dalio is warning we shouldn’t be focused on trade wars, instead the real concern is capital wars. In those, Dalio says there will be a reduced appetite for owning US government debt or any US assets. Maybe even including American stocks. The comments were made in the context of recent geopolitical flashpoints in Venezuela and Greenland. As always, there’s a lot of noise surrounding this kind of topic, but what does the evidence say?

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend, February 2026. Small groups, intimate discussions. 

To reserve your spot just go here https://eurodollar-university.com/event-home-page

---------------------------------------------------------

CNBC Ray Dalio
https://www.youtube.com/watch?v=Gda9T9gZSe4

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 26 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1340 Billionaire investor Ray Dalio is warning we shouldn’t be focused on trade wars, instead the real concern is capital wars. In those, Dalio says there will be a reduced appetite for owning US government debt or any US assets. Maybe even including American stocks. The comments were made in the context of recent geopolitical flashpoints in Venezuela and Greenland. As always, there’s a lot of noise surrounding this kind of topic, but what does the evidence say?

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend, February 2026. Small groups, intimate discussions. 

To reserve your spot just go here https://eurodollar-university.com/event-home-page

---------------------------------------------------------

CNBC Ray Dalio
https://www.youtube.com/watch?v=Gda9T9gZSe4

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No How the “Storm of the Century” Could Break the U.S. Economy 1297 1297 How the “Storm of the Century” Could Break the U.S. Economy full 95097ce0-a739-44c2-b4ff-d3312e4dae59 https://share.transistor.fm/s/ee89e4b0 Thanks to Monarch for partnering with me! Get 50% off your first year by using my link https://monarchmoney.yt.link/xxoutOh or discount code euro50 when signing up for a free trial! Welcome to calm, confident money! #monarchpartner

A huge arctic blast, the weather wedge, has sent natural gas prices soaring in historic fashion. Some futures prices surged by a whopping 75% in just five days leading up to what people are calling the storm of the century. Freezing cold. Snow. Ice sheets. Icemageddon. Winter hazards slated to impact two-thirds of the eastern United States, roughly half the country’s population. The combination of low natural gas inventories and that huge sudden for it, the jump in price is to be expected. 

Eurodollar University's Money & Macro Analysis

How A Weather Wedge Is Shaping This Weekend’s Southern Ice Stormhttps://www.forbes.com/sites/marshallshepherd/2026/01/23/how-a-weather-wedge-is-shaping-weekend-southern-ice-storm/

Natural Gas Prices Across the US Surge Ahead of Arctic Blast
https://www.bloomberg.com/news/articles/2026-01-23/us-natural-gas-falls-after-record-breaking-three-day-rally

CEOs Wary of a Jittery US Consumer as Global Tensions Intensify
https://www.bloomberg.com/news/articles/2026-01-23/ceos-wary-of-a-jittery-us-consumer-as-global-tensions-intensify

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thanks to Monarch for partnering with me! Get 50% off your first year by using my link https://monarchmoney.yt.link/xxoutOh or discount code euro50 when signing up for a free trial! Welcome to calm, confident money! #monarchpartner

A huge arctic blast, the weather wedge, has sent natural gas prices soaring in historic fashion. Some futures prices surged by a whopping 75% in just five days leading up to what people are calling the storm of the century. Freezing cold. Snow. Ice sheets. Icemageddon. Winter hazards slated to impact two-thirds of the eastern United States, roughly half the country’s population. The combination of low natural gas inventories and that huge sudden for it, the jump in price is to be expected. 

Eurodollar University's Money & Macro Analysis

How A Weather Wedge Is Shaping This Weekend’s Southern Ice Stormhttps://www.forbes.com/sites/marshallshepherd/2026/01/23/how-a-weather-wedge-is-shaping-weekend-southern-ice-storm/

Natural Gas Prices Across the US Surge Ahead of Arctic Blast
https://www.bloomberg.com/news/articles/2026-01-23/us-natural-gas-falls-after-record-breaking-three-day-rally

CEOs Wary of a Jittery US Consumer as Global Tensions Intensify
https://www.bloomberg.com/news/articles/2026-01-23/ceos-wary-of-a-jittery-us-consumer-as-global-tensions-intensify

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 25 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1274 Thanks to Monarch for partnering with me! Get 50% off your first year by using my link https://monarchmoney.yt.link/xxoutOh or discount code euro50 when signing up for a free trial! Welcome to calm, confident money! #monarchpartner

A huge arctic blast, the weather wedge, has sent natural gas prices soaring in historic fashion. Some futures prices surged by a whopping 75% in just five days leading up to what people are calling the storm of the century. Freezing cold. Snow. Ice sheets. Icemageddon. Winter hazards slated to impact two-thirds of the eastern United States, roughly half the country’s population. The combination of low natural gas inventories and that huge sudden for it, the jump in price is to be expected. 

Eurodollar University's Money & Macro Analysis

How A Weather Wedge Is Shaping This Weekend’s Southern Ice Stormhttps://www.forbes.com/sites/marshallshepherd/2026/01/23/how-a-weather-wedge-is-shaping-weekend-southern-ice-storm/

Natural Gas Prices Across the US Surge Ahead of Arctic Blast
https://www.bloomberg.com/news/articles/2026-01-23/us-natural-gas-falls-after-record-breaking-three-day-rally

CEOs Wary of a Jittery US Consumer as Global Tensions Intensify
https://www.bloomberg.com/news/articles/2026-01-23/ceos-wary-of-a-jittery-us-consumer-as-global-tensions-intensify

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe What Just Happened in Japan 1296 1296 You Won’t Believe What Just Happened in Japan full 38f127d5-75c1-4289-b25e-e751e0bd1168 https://share.transistor.fm/s/307d4b27 The Japanese government bond market suffered a major meltdown this week that has shaken up a lot of people as they try to figure out what’s going on over there and how it might impact more than just government bonds as a class. One of the key factors that has emerged, however, is just how little selling it took to create these massive price swings. That has enormously profound implications.  

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------------------
EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. Small groups, intimate discussions. 

To reserve your spot just go here but you better hurry, there aren't many spots left:

https://eurodollar-university.com/event-home-page
------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Japanese government bond market suffered a major meltdown this week that has shaken up a lot of people as they try to figure out what’s going on over there and how it might impact more than just government bonds as a class. One of the key factors that has emerged, however, is just how little selling it took to create these massive price swings. That has enormously profound implications.  

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------------------
EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. Small groups, intimate discussions. 

To reserve your spot just go here but you better hurry, there aren't many spots left:

https://eurodollar-university.com/event-home-page
------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 23 Jan 2026 14:17:41 -0500 Jeff Snider Jeff Snider 3229 The Japanese government bond market suffered a major meltdown this week that has shaken up a lot of people as they try to figure out what’s going on over there and how it might impact more than just government bonds as a class. One of the key factors that has emerged, however, is just how little selling it took to create these massive price swings. That has enormously profound implications.  

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------------------
EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. Small groups, intimate discussions. 

To reserve your spot just go here but you better hurry, there aren't many spots left:

https://eurodollar-university.com/event-home-page
------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Trump Just Did Something No One Expected 1295 1295 BREAKING: Trump Just Did Something No One Expected full 39dcaeaa-13be-4986-b6aa-2cafecffdb5a https://share.transistor.fm/s/56f56a1e The US housing market seemed like it was moving in the right direction recently, some better results people said were lower mortgage rates finally starting to work. But then reality dropped like a hammer today when the nation’s largest realtor group reported a massive 9.3% drop in pending home sales for December, biggest monthly decline since 2020. Stunned analysts are trying to figure out why lower rates aren’t stimulating housing and what these latest results mean.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

US Pending-Home Sales Plunge by Most Since Start of Pandemic
https://www.bloomberg.com/news/articles/2026-01-21/us-pending-home-sales-plunge-by-most-since-start-of-pandemic

NAR Pending Home Sales Report Shows 9.3% Decrease in December
https://www.nar.realtor/newsroom/nar-pending-home-sales-report-shows-9-3-decrease-in-december

NAR First-Time Home Buyer Share Falls to Historic Low of 21%, Median Age Rises to 40
https://www.nar.realtor/newsroom/first-time-home-buyer-share-falls-to-historic-low-of-21-median-age-rises-to-40

BlackRock and Housing: Setting the Record Straight
https://www.blackrock.com/corporate/literature/brochure/blackrock-and-housing-setting-the-record-straight.pdf

Trump Signs Order Targeting Institutional Housing Investors
https://www.bloomberg.com/news/articles/2026-01-21/trump-signs-order-targeting-institutional-housing-investors

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The US housing market seemed like it was moving in the right direction recently, some better results people said were lower mortgage rates finally starting to work. But then reality dropped like a hammer today when the nation’s largest realtor group reported a massive 9.3% drop in pending home sales for December, biggest monthly decline since 2020. Stunned analysts are trying to figure out why lower rates aren’t stimulating housing and what these latest results mean.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

US Pending-Home Sales Plunge by Most Since Start of Pandemic
https://www.bloomberg.com/news/articles/2026-01-21/us-pending-home-sales-plunge-by-most-since-start-of-pandemic

NAR Pending Home Sales Report Shows 9.3% Decrease in December
https://www.nar.realtor/newsroom/nar-pending-home-sales-report-shows-9-3-decrease-in-december

NAR First-Time Home Buyer Share Falls to Historic Low of 21%, Median Age Rises to 40
https://www.nar.realtor/newsroom/first-time-home-buyer-share-falls-to-historic-low-of-21-median-age-rises-to-40

BlackRock and Housing: Setting the Record Straight
https://www.blackrock.com/corporate/literature/brochure/blackrock-and-housing-setting-the-record-straight.pdf

Trump Signs Order Targeting Institutional Housing Investors
https://www.bloomberg.com/news/articles/2026-01-21/trump-signs-order-targeting-institutional-housing-investors

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 22 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1425 The US housing market seemed like it was moving in the right direction recently, some better results people said were lower mortgage rates finally starting to work. But then reality dropped like a hammer today when the nation’s largest realtor group reported a massive 9.3% drop in pending home sales for December, biggest monthly decline since 2020. Stunned analysts are trying to figure out why lower rates aren’t stimulating housing and what these latest results mean.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

US Pending-Home Sales Plunge by Most Since Start of Pandemic
https://www.bloomberg.com/news/articles/2026-01-21/us-pending-home-sales-plunge-by-most-since-start-of-pandemic

NAR Pending Home Sales Report Shows 9.3% Decrease in December
https://www.nar.realtor/newsroom/nar-pending-home-sales-report-shows-9-3-decrease-in-december

NAR First-Time Home Buyer Share Falls to Historic Low of 21%, Median Age Rises to 40
https://www.nar.realtor/newsroom/first-time-home-buyer-share-falls-to-historic-low-of-21-median-age-rises-to-40

BlackRock and Housing: Setting the Record Straight
https://www.blackrock.com/corporate/literature/brochure/blackrock-and-housing-setting-the-record-straight.pdf

Trump Signs Order Targeting Institutional Housing Investors
https://www.bloomberg.com/news/articles/2026-01-21/trump-signs-order-targeting-institutional-housing-investors

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Macy’s Just Issued a Very Grim Warning About Consumer Behavior 1294 1294 Macy’s Just Issued a Very Grim Warning About Consumer Behavior full b4a19d3e-0af9-4081-8955-23e5ccd77b5a https://share.transistor.fm/s/90b4251c Macy’s is the latest retailer to admit to struggling in the current economic climate, closing several of what it calls fulfillment centers, basically warehouse facilities in Connecticut and Oklahoma and shedding thousands of those jobs. That comes in addition to even more store closings across the country. Why? Because only the wealthy are spending so the company wants to focus as much as possible on that segment. Macy’s is not alone.  

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

Eurodollar University's Money & Macro Analysis

Delta Declines on Tepid Forecast as Geopolitics Weigh on Travel
https://www.bloomberg.com/news/articles/2026-01-13/delta-places-major-boeing-order-as-earnings-support-travel-boom

Macy’s plans to close stores in 12 states—see if your city is listed
https://www.msn.com/en-us/foodanddrink/foodnews/macy-s-plans-to-close-stores-in-12-states-see-if-your-city-is-listed/ar-AA1UirgL?cvid=696b13e01f884a7ab6d68a7ead48018f&ocid=BHEA000

Macy’s to close Oklahoma fulfillment center
https://www.supplychaindive.com/news/macys-to-close-tulsa-oklahoma-fulfillment-center-bold-new-chapter/809289/

Macy’s to lay off nearly 1,000 at Connecticut fulfillment center
https://www.retaildive.com/news/macys-layoffs-cheshire-connecticut-fulfillment-center/809837/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Macy’s is the latest retailer to admit to struggling in the current economic climate, closing several of what it calls fulfillment centers, basically warehouse facilities in Connecticut and Oklahoma and shedding thousands of those jobs. That comes in addition to even more store closings across the country. Why? Because only the wealthy are spending so the company wants to focus as much as possible on that segment. Macy’s is not alone.  

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

Eurodollar University's Money & Macro Analysis

Delta Declines on Tepid Forecast as Geopolitics Weigh on Travel
https://www.bloomberg.com/news/articles/2026-01-13/delta-places-major-boeing-order-as-earnings-support-travel-boom

Macy’s plans to close stores in 12 states—see if your city is listed
https://www.msn.com/en-us/foodanddrink/foodnews/macy-s-plans-to-close-stores-in-12-states-see-if-your-city-is-listed/ar-AA1UirgL?cvid=696b13e01f884a7ab6d68a7ead48018f&ocid=BHEA000

Macy’s to close Oklahoma fulfillment center
https://www.supplychaindive.com/news/macys-to-close-tulsa-oklahoma-fulfillment-center-bold-new-chapter/809289/

Macy’s to lay off nearly 1,000 at Connecticut fulfillment center
https://www.retaildive.com/news/macys-layoffs-cheshire-connecticut-fulfillment-center/809837/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 21 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1220 Macy’s is the latest retailer to admit to struggling in the current economic climate, closing several of what it calls fulfillment centers, basically warehouse facilities in Connecticut and Oklahoma and shedding thousands of those jobs. That comes in addition to even more store closings across the country. Why? Because only the wealthy are spending so the company wants to focus as much as possible on that segment. Macy’s is not alone.  

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

Eurodollar University's Money & Macro Analysis

Delta Declines on Tepid Forecast as Geopolitics Weigh on Travel
https://www.bloomberg.com/news/articles/2026-01-13/delta-places-major-boeing-order-as-earnings-support-travel-boom

Macy’s plans to close stores in 12 states—see if your city is listed
https://www.msn.com/en-us/foodanddrink/foodnews/macy-s-plans-to-close-stores-in-12-states-see-if-your-city-is-listed/ar-AA1UirgL?cvid=696b13e01f884a7ab6d68a7ead48018f&ocid=BHEA000

Macy’s to close Oklahoma fulfillment center
https://www.supplychaindive.com/news/macys-to-close-tulsa-oklahoma-fulfillment-center-bold-new-chapter/809289/

Macy’s to lay off nearly 1,000 at Connecticut fulfillment center
https://www.retaildive.com/news/macys-layoffs-cheshire-connecticut-fulfillment-center/809837/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No There’s Only One Way Out for China Now… 1293 1293 There’s Only One Way Out for China Now… full 38477f45-a5d3-4bd8-bd39-026bc9dd0ffc https://share.transistor.fm/s/3d298fd0 Thanks to Monarch for partnering with me! Get 50% off your first year by using my link https://monarchmoney.yt.link/eB2fzzP or discount code euro50 when signing up for a free trial! Welcome to calm, confident money! #monarchpartner

Chinese retail sales just did something they’ve never done before outside of the lockdowns. At the same time, capital investment continues to legitimately crash, December was third month in a row of steep declines leading to the first yearly negative for it in China’s modern history. The only thing, the ONLY thing, keeping the economy from completely falling off a cliff is China selling everything it can everywhere else, especially in Europe. 

Eurodollar University's Money & Macro Analysis

China NBS Basic Situation of National Fixed Asset Investment in 2025
https://www.stats.gov.cn/sj/zxfb/202601/t20260119_1962326.html

China’s economy looks more resilient than it feels as a property slump drags on
https://apnews.com/article/china-economy-property-tariffs-jinping-17e9a32cf105764f457c1111f185dd3f

Macron threatens tariffs on China "in the coming months" due to trade surpluses
https://fr.tradingview.com/news/forexlive%3A3395740c5094b%3A0-macron-threatens-tariffs-on-china-in-the-coming-months-due-to-trade-surpluses/

Tariffs of up to 50% go into effect, hitting imports from China, other non-FTA countries
https://mexiconewsdaily.com/news/mexico-tariffs-go-into-effect-china/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thanks to Monarch for partnering with me! Get 50% off your first year by using my link https://monarchmoney.yt.link/eB2fzzP or discount code euro50 when signing up for a free trial! Welcome to calm, confident money! #monarchpartner

Chinese retail sales just did something they’ve never done before outside of the lockdowns. At the same time, capital investment continues to legitimately crash, December was third month in a row of steep declines leading to the first yearly negative for it in China’s modern history. The only thing, the ONLY thing, keeping the economy from completely falling off a cliff is China selling everything it can everywhere else, especially in Europe. 

Eurodollar University's Money & Macro Analysis

China NBS Basic Situation of National Fixed Asset Investment in 2025
https://www.stats.gov.cn/sj/zxfb/202601/t20260119_1962326.html

China’s economy looks more resilient than it feels as a property slump drags on
https://apnews.com/article/china-economy-property-tariffs-jinping-17e9a32cf105764f457c1111f185dd3f

Macron threatens tariffs on China "in the coming months" due to trade surpluses
https://fr.tradingview.com/news/forexlive%3A3395740c5094b%3A0-macron-threatens-tariffs-on-china-in-the-coming-months-due-to-trade-surpluses/

Tariffs of up to 50% go into effect, hitting imports from China, other non-FTA countries
https://mexiconewsdaily.com/news/mexico-tariffs-go-into-effect-china/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 20 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1313 Thanks to Monarch for partnering with me! Get 50% off your first year by using my link https://monarchmoney.yt.link/eB2fzzP or discount code euro50 when signing up for a free trial! Welcome to calm, confident money! #monarchpartner

Chinese retail sales just did something they’ve never done before outside of the lockdowns. At the same time, capital investment continues to legitimately crash, December was third month in a row of steep declines leading to the first yearly negative for it in China’s modern history. The only thing, the ONLY thing, keeping the economy from completely falling off a cliff is China selling everything it can everywhere else, especially in Europe. 

Eurodollar University's Money & Macro Analysis

China NBS Basic Situation of National Fixed Asset Investment in 2025
https://www.stats.gov.cn/sj/zxfb/202601/t20260119_1962326.html

China’s economy looks more resilient than it feels as a property slump drags on
https://apnews.com/article/china-economy-property-tariffs-jinping-17e9a32cf105764f457c1111f185dd3f

Macron threatens tariffs on China "in the coming months" due to trade surpluses
https://fr.tradingview.com/news/forexlive%3A3395740c5094b%3A0-macron-threatens-tariffs-on-china-in-the-coming-months-due-to-trade-surpluses/

Tariffs of up to 50% go into effect, hitting imports from China, other non-FTA countries
https://mexiconewsdaily.com/news/mexico-tariffs-go-into-effect-china/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SHT! Did You See What JUST Happened to Freddie Mac?! 1292 1292 HOLY SHT! Did You See What JUST Happened to Freddie Mac?! full ccad438f-610c-4adf-b454-ae80a304d51e https://share.transistor.fm/s/16fd2e57 What is going on with Freddie Mac? The Federal Home Loan Mortgage Corporation, which is Freddie’s official, has seen its stock utterly pummeled this past week, crashing by 25%. Since Freddie is one of the mortgage giants, this isn’t just some run of the mill equity. The story here appears to be tied up in a number of different angles, from GSE QE to its IPO, but the themes we keep coming back to are concerns over its cash and our jobs.

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> What is going on with Freddie Mac? The Federal Home Loan Mortgage Corporation, which is Freddie’s official, has seen its stock utterly pummeled this past week, crashing by 25%. Since Freddie is one of the mortgage giants, this isn’t just some run of the mill equity. The story here appears to be tied up in a number of different angles, from GSE QE to its IPO, but the themes we keep coming back to are concerns over its cash and our jobs.

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 19 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1222 What is going on with Freddie Mac? The Federal Home Loan Mortgage Corporation, which is Freddie’s official, has seen its stock utterly pummeled this past week, crashing by 25%. Since Freddie is one of the mortgage giants, this isn’t just some run of the mill equity. The story here appears to be tied up in a number of different angles, from GSE QE to its IPO, but the themes we keep coming back to are concerns over its cash and our jobs.

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The 3 Stages of Every Financial Collapse (We’re in Stage 1) 1291 1291 The 3 Stages of Every Financial Collapse (We’re in Stage 1) full f6d31c8f-35d3-4f74-b230-bef0b697855c https://share.transistor.fm/s/dd629ce6 Every financial crisis generally takes place in three steps. And while there aren’t bright, clear lines of separation between them, each one does have unique characteristics that allow us to get a sense of where things stand in the process. That’s the thing, cycles are processes and as this one might go through all three steps, each one represents an escalation in that process. We’re in Stage 1, that’s just the start. Stage 2, it’s getting serious. Make it all the way to three...well, you never want to see THREE.

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------
EDU's Subscription DDA-all Offer for the Credit Cycle

Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.

https://web.eurodollar-university.com/eurodollar-vsl-page-a

--------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Every financial crisis generally takes place in three steps. And while there aren’t bright, clear lines of separation between them, each one does have unique characteristics that allow us to get a sense of where things stand in the process. That’s the thing, cycles are processes and as this one might go through all three steps, each one represents an escalation in that process. We’re in Stage 1, that’s just the start. Stage 2, it’s getting serious. Make it all the way to three...well, you never want to see THREE.

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------
EDU's Subscription DDA-all Offer for the Credit Cycle

Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.

https://web.eurodollar-university.com/eurodollar-vsl-page-a

--------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 18 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1488 Every financial crisis generally takes place in three steps. And while there aren’t bright, clear lines of separation between them, each one does have unique characteristics that allow us to get a sense of where things stand in the process. That’s the thing, cycles are processes and as this one might go through all three steps, each one represents an escalation in that process. We’re in Stage 1, that’s just the start. Stage 2, it’s getting serious. Make it all the way to three...well, you never want to see THREE.

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------
EDU's Subscription DDA-all Offer for the Credit Cycle

Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.

https://web.eurodollar-university.com/eurodollar-vsl-page-a

--------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WE NEED To Talk About Chinese Banks IMMEDIATELY 1290 1290 WE NEED To Talk About Chinese Banks IMMEDIATELY full e0305965-3e66-47c1-aa1c-2f68ba101a74 https://share.transistor.fm/s/616bc01d Today we’re going be unpacking the latest from closely watched indicators out of China: bank lending data, household credit, the movement of the yuan, and what a single real estate developer—China Vanke—tells us about debt and payments right now. Bank lending in 2025 fell to the lowest since 2018 largely because household lending utterly collapsed. Yes, it collapsed last year. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Today we’re going be unpacking the latest from closely watched indicators out of China: bank lending data, household credit, the movement of the yuan, and what a single real estate developer—China Vanke—tells us about debt and payments right now. Bank lending in 2025 fell to the lowest since 2018 largely because household lending utterly collapsed. Yes, it collapsed last year. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 16 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1199 Today we’re going be unpacking the latest from closely watched indicators out of China: bank lending data, household credit, the movement of the yuan, and what a single real estate developer—China Vanke—tells us about debt and payments right now. Bank lending in 2025 fell to the lowest since 2018 largely because household lending utterly collapsed. Yes, it collapsed last year. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global Currencies Doing Something Very Dangerous 1289 1289 Global Currencies Doing Something Very Dangerous full f6e8e98d-87d3-4cfa-9009-61b98ff569ef https://share.transistor.fm/s/7f4fa5ab The Japanese yen keeps tumbling and as it does it is tanking the bond market over there. What we have is the first case of a currency value setting interest rates, with, of course, the Bank of Japan helplessly caught in the middle. That helplessness is reinforced by the fact Japan’s currency is being closely paralleled by South Korea’s and others across Asia. The tumbling won and yen have led to government calls for stringent action, including from Treasury Secretary Bessent today.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page
---------------------------------------------------------------------------------------------------------------------

Statement from Federal Reserve Chair Jerome H. Powell
https://www.federalreserve.gov/newsevents/speech/powell20260111a.htm

Bloomberg Tariff Pass-Through Limited So Far, US Data Showhttps://www.bloomberg.com/news/newsletters/2026-01-13/tariff-pass-through-limited-so-far-us-data-show-evening-briefing-americas

‘Sell America’ Trade Is Revived by Trump’s Latest Fed Attack
https://www.bloomberg.com/news/articles/2026-01-12/fed-subpoenas-revive-sell-america-trade-on-autonomy-concerns

South Korea Is Pulling Out All Stops to Try to Prop Up Won
https://www.bloomberg.com/news/articles/2025-12-18/south-korea-digs-deeper-into-intervention-toolkit-as-won-slides

Bessent Calls Out Drop in South Korea’s Won After Remarks on Yen
https://www.bloomberg.com/news/articles/2026-01-14/bessent-flags-won-s-weakness-as-excessive-offering-rare-support

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Japanese yen keeps tumbling and as it does it is tanking the bond market over there. What we have is the first case of a currency value setting interest rates, with, of course, the Bank of Japan helplessly caught in the middle. That helplessness is reinforced by the fact Japan’s currency is being closely paralleled by South Korea’s and others across Asia. The tumbling won and yen have led to government calls for stringent action, including from Treasury Secretary Bessent today.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page
---------------------------------------------------------------------------------------------------------------------

Statement from Federal Reserve Chair Jerome H. Powell
https://www.federalreserve.gov/newsevents/speech/powell20260111a.htm

Bloomberg Tariff Pass-Through Limited So Far, US Data Showhttps://www.bloomberg.com/news/newsletters/2026-01-13/tariff-pass-through-limited-so-far-us-data-show-evening-briefing-americas

‘Sell America’ Trade Is Revived by Trump’s Latest Fed Attack
https://www.bloomberg.com/news/articles/2026-01-12/fed-subpoenas-revive-sell-america-trade-on-autonomy-concerns

South Korea Is Pulling Out All Stops to Try to Prop Up Won
https://www.bloomberg.com/news/articles/2025-12-18/south-korea-digs-deeper-into-intervention-toolkit-as-won-slides

Bessent Calls Out Drop in South Korea’s Won After Remarks on Yen
https://www.bloomberg.com/news/articles/2026-01-14/bessent-flags-won-s-weakness-as-excessive-offering-rare-support

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 15 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1270 The Japanese yen keeps tumbling and as it does it is tanking the bond market over there. What we have is the first case of a currency value setting interest rates, with, of course, the Bank of Japan helplessly caught in the middle. That helplessness is reinforced by the fact Japan’s currency is being closely paralleled by South Korea’s and others across Asia. The tumbling won and yen have led to government calls for stringent action, including from Treasury Secretary Bessent today.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page
---------------------------------------------------------------------------------------------------------------------

Statement from Federal Reserve Chair Jerome H. Powell
https://www.federalreserve.gov/newsevents/speech/powell20260111a.htm

Bloomberg Tariff Pass-Through Limited So Far, US Data Showhttps://www.bloomberg.com/news/newsletters/2026-01-13/tariff-pass-through-limited-so-far-us-data-show-evening-briefing-americas

‘Sell America’ Trade Is Revived by Trump’s Latest Fed Attack
https://www.bloomberg.com/news/articles/2026-01-12/fed-subpoenas-revive-sell-america-trade-on-autonomy-concerns

South Korea Is Pulling Out All Stops to Try to Prop Up Won
https://www.bloomberg.com/news/articles/2025-12-18/south-korea-digs-deeper-into-intervention-toolkit-as-won-slides

Bessent Calls Out Drop in South Korea’s Won After Remarks on Yen
https://www.bloomberg.com/news/articles/2026-01-14/bessent-flags-won-s-weakness-as-excessive-offering-rare-support

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: JP Morgan Just Sent a MASSIVE Warning to Credit Markets 1288 1288 BREAKING: JP Morgan Just Sent a MASSIVE Warning to Credit Markets full f52140fd-b21c-423f-a3ff-3491167ad6c3 https://share.transistor.fm/s/bb2e0b01 JP Morgan missed on its earnings after failing to sell as many bonds as it was expecting for its customers. At the same time, Jamie Dimon, the bank’s CEO, he of cockroach fame, was forced to acknowledge how the labor market had softened before then going on to describe Goldilocks anyway. This is something that has come up in a couple of other sources already, not Goldilocks though that is the Fed’s official position, too. No, bond issuance is looking weak heading into 2026, another one of those key credit cycle signs.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page
---------------------------------------------------------------------------------------------------------------------

JPM Q4 2025
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2025/4th-quarter/d868c7ef-1670-465d-ba75-c2b36ddbcc6b.pdf

JPM Q4 2024 
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2024/4th-quarter/36b3c0a4-3ecd-422e-8167-0a31372f3438.pdf

A Growing Number of Bonds Edge Closer to Junk Status
https://www.tradealgo.com/news/a-growing-number-of-bonds-edge-closer-to-junk-status

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> JP Morgan missed on its earnings after failing to sell as many bonds as it was expecting for its customers. At the same time, Jamie Dimon, the bank’s CEO, he of cockroach fame, was forced to acknowledge how the labor market had softened before then going on to describe Goldilocks anyway. This is something that has come up in a couple of other sources already, not Goldilocks though that is the Fed’s official position, too. No, bond issuance is looking weak heading into 2026, another one of those key credit cycle signs.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page
---------------------------------------------------------------------------------------------------------------------

JPM Q4 2025
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2025/4th-quarter/d868c7ef-1670-465d-ba75-c2b36ddbcc6b.pdf

JPM Q4 2024 
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2024/4th-quarter/36b3c0a4-3ecd-422e-8167-0a31372f3438.pdf

A Growing Number of Bonds Edge Closer to Junk Status
https://www.tradealgo.com/news/a-growing-number-of-bonds-edge-closer-to-junk-status

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 14 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1295 JP Morgan missed on its earnings after failing to sell as many bonds as it was expecting for its customers. At the same time, Jamie Dimon, the bank’s CEO, he of cockroach fame, was forced to acknowledge how the labor market had softened before then going on to describe Goldilocks anyway. This is something that has come up in a couple of other sources already, not Goldilocks though that is the Fed’s official position, too. No, bond issuance is looking weak heading into 2026, another one of those key credit cycle signs.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page
---------------------------------------------------------------------------------------------------------------------

JPM Q4 2025
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2025/4th-quarter/d868c7ef-1670-465d-ba75-c2b36ddbcc6b.pdf

JPM Q4 2024 
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2024/4th-quarter/36b3c0a4-3ecd-422e-8167-0a31372f3438.pdf

A Growing Number of Bonds Edge Closer to Junk Status
https://www.tradealgo.com/news/a-growing-number-of-bonds-edge-closer-to-junk-status

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No 40% of Canadian Real Estate Funds Just Froze Investors… 1287 1287 40% of Canadian Real Estate Funds Just Froze Investors… full 36432e95-8d2e-4751-b0a6-59203bb01112 https://share.transistor.fm/s/c10b1abd Almost 40% of Canadian real estate funds have restricted access to investor funds, and that includes potential payouts. It’s a sign of how deep the housing bust in Canada has gotten to be, but also applies to the situation that’s spreading across global markets where it comes to the shadow bank matter. In fact, the UK’s house of lords urged the Bank of England to look into private credit risks “as a matter of urgency.”

Eurodollar University's Money & Macro Analysis

-----------------------------------------------------------------------------------------
What is a Eurodollar University membership? 

It’s where understanding the monetary world isn’t a mystery, it's a method.

If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 
With our memberships, we’ll fill in everything that you’ve been missing. 

Join us: https://web.eurodollar-university.com/eurodollar-vsl-page
-----------------------------------------------------------------------------------------

Bloomberg Canadians Are Furious After Real Estate Funds Lock Up Their Money
https://www.bloomberg.com/news/articles/2026-01-12/fed-subpoenas-revive-sell-america-trade-on-autonomy-concerns

Bloomberg Private Credit Risks Need Urgent Attention, UK Lawmakers Say
https://www.bloomberg.com/news/articles/2026-01-09/lords-report-slams-uk-treasury-for-apathy-to-private-credit-risk

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Almost 40% of Canadian real estate funds have restricted access to investor funds, and that includes potential payouts. It’s a sign of how deep the housing bust in Canada has gotten to be, but also applies to the situation that’s spreading across global markets where it comes to the shadow bank matter. In fact, the UK’s house of lords urged the Bank of England to look into private credit risks “as a matter of urgency.”

Eurodollar University's Money & Macro Analysis

-----------------------------------------------------------------------------------------
What is a Eurodollar University membership? 

It’s where understanding the monetary world isn’t a mystery, it's a method.

If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 
With our memberships, we’ll fill in everything that you’ve been missing. 

Join us: https://web.eurodollar-university.com/eurodollar-vsl-page
-----------------------------------------------------------------------------------------

Bloomberg Canadians Are Furious After Real Estate Funds Lock Up Their Money
https://www.bloomberg.com/news/articles/2026-01-12/fed-subpoenas-revive-sell-america-trade-on-autonomy-concerns

Bloomberg Private Credit Risks Need Urgent Attention, UK Lawmakers Say
https://www.bloomberg.com/news/articles/2026-01-09/lords-report-slams-uk-treasury-for-apathy-to-private-credit-risk

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 13 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1165 Almost 40% of Canadian real estate funds have restricted access to investor funds, and that includes potential payouts. It’s a sign of how deep the housing bust in Canada has gotten to be, but also applies to the situation that’s spreading across global markets where it comes to the shadow bank matter. In fact, the UK’s house of lords urged the Bank of England to look into private credit risks “as a matter of urgency.”

Eurodollar University's Money & Macro Analysis

-----------------------------------------------------------------------------------------
What is a Eurodollar University membership? 

It’s where understanding the monetary world isn’t a mystery, it's a method.

If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 
With our memberships, we’ll fill in everything that you’ve been missing. 

Join us: https://web.eurodollar-university.com/eurodollar-vsl-page
-----------------------------------------------------------------------------------------

Bloomberg Canadians Are Furious After Real Estate Funds Lock Up Their Money
https://www.bloomberg.com/news/articles/2026-01-12/fed-subpoenas-revive-sell-america-trade-on-autonomy-concerns

Bloomberg Private Credit Risks Need Urgent Attention, UK Lawmakers Say
https://www.bloomberg.com/news/articles/2026-01-09/lords-report-slams-uk-treasury-for-apathy-to-private-credit-risk

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Trump Just Triggered Housing QE (Brace for Impact) 1286 1286 Trump Just Triggered Housing QE (Brace for Impact) full 73ff0c82-d4f8-4b7d-a153-cb54130f77db https://share.transistor.fm/s/49b9b42c Call it GSE QE. The same day it was reported US housing construction fell to the lowest since 2020, the Trump administration announced it was going to direct the housing GSEs, Fannie mae and Freddie Mac, to buy $200 billion in mortgage securities. The idea is that those purchases will reduce mortgage borrowing costs and offer some aid to struggling households who might then consider buying a house previously out of their reach.  

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page
---------------------------------------------------------------------------------------------------------------------

Monetary Policy and the Mortgage Market
https://www.kansascityfed.org/Jackson%20Hole/documents/10336/schnabl_jh.pdf

Did the Federal Reserve’s MBS Purchase Program Lower Mortgage Rates?
https://www.federalreserve.gov/pubs/feds/2011/201101/201101pap.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Call it GSE QE. The same day it was reported US housing construction fell to the lowest since 2020, the Trump administration announced it was going to direct the housing GSEs, Fannie mae and Freddie Mac, to buy $200 billion in mortgage securities. The idea is that those purchases will reduce mortgage borrowing costs and offer some aid to struggling households who might then consider buying a house previously out of their reach.  

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page
---------------------------------------------------------------------------------------------------------------------

Monetary Policy and the Mortgage Market
https://www.kansascityfed.org/Jackson%20Hole/documents/10336/schnabl_jh.pdf

Did the Federal Reserve’s MBS Purchase Program Lower Mortgage Rates?
https://www.federalreserve.gov/pubs/feds/2011/201101/201101pap.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 12 Jan 2026 10:15:47 -0500 Jeff Snider Jeff Snider 1282 Call it GSE QE. The same day it was reported US housing construction fell to the lowest since 2020, the Trump administration announced it was going to direct the housing GSEs, Fannie mae and Freddie Mac, to buy $200 billion in mortgage securities. The idea is that those purchases will reduce mortgage borrowing costs and offer some aid to struggling households who might then consider buying a house previously out of their reach.  

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page
---------------------------------------------------------------------------------------------------------------------

Monetary Policy and the Mortgage Market
https://www.kansascityfed.org/Jackson%20Hole/documents/10336/schnabl_jh.pdf

Did the Federal Reserve’s MBS Purchase Program Lower Mortgage Rates?
https://www.federalreserve.gov/pubs/feds/2011/201101/201101pap.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Consumers Just Pulled the Trigger on Credit Cards (Brace for Impact) 1285 1285 Consumers Just Pulled the Trigger on Credit Cards (Brace for Impact) full b502b9af-a33f-4895-be77-cb94a3cdd8b7 https://share.transistor.fm/s/4d03b040 US consumers have basically stopped using their credit cards. According to the Fed’s latest data, revolving consumer credit declined again, the third time over the last seven months. And one of those other three was basically zero. There has been a clear change in attitude which means Americans aren’t just feeling pessimistic, they’re taking action about it. That is why consumer revolving credit is a critical cyclical signal, it draws together all the major components.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> US consumers have basically stopped using their credit cards. According to the Fed’s latest data, revolving consumer credit declined again, the third time over the last seven months. And one of those other three was basically zero. There has been a clear change in attitude which means Americans aren’t just feeling pessimistic, they’re taking action about it. That is why consumer revolving credit is a critical cyclical signal, it draws together all the major components.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 11 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1254 US consumers have basically stopped using their credit cards. According to the Fed’s latest data, revolving consumer credit declined again, the third time over the last seven months. And one of those other three was basically zero. There has been a clear change in attitude which means Americans aren’t just feeling pessimistic, they’re taking action about it. That is why consumer revolving credit is a critical cyclical signal, it draws together all the major components.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Something Is Breaking in Private Credit 1284 1284 Something Is Breaking in Private Credit full dc75ba15-6758-412a-b529-82b43236cea9 https://share.transistor.fm/s/07fb06b4 Blue Owl, a name we’ve gotten to know for all the wrong reasons, has been forced to come clean after getting sued by pretty much every class action securities lawyer in America, not only into admitting there was a wave of withdrawals but also promising to accommodate them over and above what it normally would. Not only does that further confirm the First stage of the credit cycle reverse, it actually sets up the second stage. In this video, we’re going to cover where everything in the credit cycle stands and and more importantly what it all means. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

Bloomberg Publicly Traded Private-Credit Funds Set for Worst Year Since 2020
https://www.bloomberg.com/news/articles/2025-12-29/publicly-traded-private-credit-funds-set-for-worst-year-since-2020

Bloomberg Blue Owl BDC Allows 17% Redemptions as Investors Storm Exit
https://www.bloomberg.com/news/articles/2026-01-07/blue-owl-bdc-allows-for-17-redemptions-as-investors-storm-exit

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Blue Owl, a name we’ve gotten to know for all the wrong reasons, has been forced to come clean after getting sued by pretty much every class action securities lawyer in America, not only into admitting there was a wave of withdrawals but also promising to accommodate them over and above what it normally would. Not only does that further confirm the First stage of the credit cycle reverse, it actually sets up the second stage. In this video, we’re going to cover where everything in the credit cycle stands and and more importantly what it all means. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

Bloomberg Publicly Traded Private-Credit Funds Set for Worst Year Since 2020
https://www.bloomberg.com/news/articles/2025-12-29/publicly-traded-private-credit-funds-set-for-worst-year-since-2020

Bloomberg Blue Owl BDC Allows 17% Redemptions as Investors Storm Exit
https://www.bloomberg.com/news/articles/2026-01-07/blue-owl-bdc-allows-for-17-redemptions-as-investors-storm-exit

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 09 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1283 Blue Owl, a name we’ve gotten to know for all the wrong reasons, has been forced to come clean after getting sued by pretty much every class action securities lawyer in America, not only into admitting there was a wave of withdrawals but also promising to accommodate them over and above what it normally would. Not only does that further confirm the First stage of the credit cycle reverse, it actually sets up the second stage. In this video, we’re going to cover where everything in the credit cycle stands and and more importantly what it all means. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

Bloomberg Publicly Traded Private-Credit Funds Set for Worst Year Since 2020
https://www.bloomberg.com/news/articles/2025-12-29/publicly-traded-private-credit-funds-set-for-worst-year-since-2020

Bloomberg Blue Owl BDC Allows 17% Redemptions as Investors Storm Exit
https://www.bloomberg.com/news/articles/2026-01-07/blue-owl-bdc-allows-for-17-redemptions-as-investors-storm-exit

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Chart Explains Why America Is Breaking 1283 1283 This Chart Explains Why America Is Breaking full 46908b09-3fed-4926-90fc-f1baf4f1715d https://share.transistor.fm/s/4a6edd75 This is simply insane – new car sales among American households making $75k or less have crashed by 30% since 2019. Car prices soared. Incomes didn’t. They can’t afford a new car. But it’s not just the lowest incomes. Those making between $75k and $150k have bought 7% fewer cars than in 2019. This is a lot more than the K-shaped economy and to call it an affordability crisis seriously understates the problem. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

Fox Business Fed Governor Stephen Miran says more than 100 basis points in rate cuts justified this year
https://www.foxbusiness.com/media/fed-governor-stephen-miran-says-more-than-100-basis-points-cuts-justified-year

Bloomberg Slowing Auto Sales Stoke Concern Over Near-Record Car Prices
https://www.bloomberg.com/news/articles/2026-01-05/us-auto-sales-poised-to-slip-as-middle-class-buyers-retreat

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> This is simply insane – new car sales among American households making $75k or less have crashed by 30% since 2019. Car prices soared. Incomes didn’t. They can’t afford a new car. But it’s not just the lowest incomes. Those making between $75k and $150k have bought 7% fewer cars than in 2019. This is a lot more than the K-shaped economy and to call it an affordability crisis seriously understates the problem. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

Fox Business Fed Governor Stephen Miran says more than 100 basis points in rate cuts justified this year
https://www.foxbusiness.com/media/fed-governor-stephen-miran-says-more-than-100-basis-points-cuts-justified-year

Bloomberg Slowing Auto Sales Stoke Concern Over Near-Record Car Prices
https://www.bloomberg.com/news/articles/2026-01-05/us-auto-sales-poised-to-slip-as-middle-class-buyers-retreat

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 08 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1097 This is simply insane – new car sales among American households making $75k or less have crashed by 30% since 2019. Car prices soared. Incomes didn’t. They can’t afford a new car. But it’s not just the lowest incomes. Those making between $75k and $150k have bought 7% fewer cars than in 2019. This is a lot more than the K-shaped economy and to call it an affordability crisis seriously understates the problem. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

Fox Business Fed Governor Stephen Miran says more than 100 basis points in rate cuts justified this year
https://www.foxbusiness.com/media/fed-governor-stephen-miran-says-more-than-100-basis-points-cuts-justified-year

Bloomberg Slowing Auto Sales Stoke Concern Over Near-Record Car Prices
https://www.bloomberg.com/news/articles/2026-01-05/us-auto-sales-poised-to-slip-as-middle-class-buyers-retreat

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Shouldn’t Be Possible... 1281 1281 This Shouldn’t Be Possible... full eb8ff77d-b30d-419f-b2c9-a3e0bc6dac76 https://share.transistor.fm/s/dda22e65 Loss of momentum isn’t just happening in the US, it is very well synchronized globally with practically the same pattern showing up everywhere. Updates from neighbors Canada and Mexico show a deepening downturn at the end of last year, especially Mexico putting up its deepest contraction since April. Over in Europe, Germany fell back bringing Italy down with it. Plus, global bellwether Switzerland experienced its own “unexpectedly” sharp setback. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

SPG Canada Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/78c6ddcb80cf4ef0b14fc9dc3c091c86

SPG Mexico Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/47f22c8de61b4d54965a25c3d3c417ca

SPG Germany Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/bd3c462f68704c5ea1613f2fce2879fd

SPG Italy Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/be3b992b4ebb4b4db3030abaff5e0bc5

Bloomberg Swiss Manufacturing Contracted More Than Anticipated in December
https://www.bloomberg.com/news/articles/2026-01-05/swiss-manufacturing-contracted-more-than-anticipated-in-december

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Loss of momentum isn’t just happening in the US, it is very well synchronized globally with practically the same pattern showing up everywhere. Updates from neighbors Canada and Mexico show a deepening downturn at the end of last year, especially Mexico putting up its deepest contraction since April. Over in Europe, Germany fell back bringing Italy down with it. Plus, global bellwether Switzerland experienced its own “unexpectedly” sharp setback. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

SPG Canada Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/78c6ddcb80cf4ef0b14fc9dc3c091c86

SPG Mexico Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/47f22c8de61b4d54965a25c3d3c417ca

SPG Germany Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/bd3c462f68704c5ea1613f2fce2879fd

SPG Italy Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/be3b992b4ebb4b4db3030abaff5e0bc5

Bloomberg Swiss Manufacturing Contracted More Than Anticipated in December
https://www.bloomberg.com/news/articles/2026-01-05/swiss-manufacturing-contracted-more-than-anticipated-in-december

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 06 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1320 Loss of momentum isn’t just happening in the US, it is very well synchronized globally with practically the same pattern showing up everywhere. Updates from neighbors Canada and Mexico show a deepening downturn at the end of last year, especially Mexico putting up its deepest contraction since April. Over in Europe, Germany fell back bringing Italy down with it. Plus, global bellwether Switzerland experienced its own “unexpectedly” sharp setback. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

SPG Canada Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/78c6ddcb80cf4ef0b14fc9dc3c091c86

SPG Mexico Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/47f22c8de61b4d54965a25c3d3c417ca

SPG Germany Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/bd3c462f68704c5ea1613f2fce2879fd

SPG Italy Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/be3b992b4ebb4b4db3030abaff5e0bc5

Bloomberg Swiss Manufacturing Contracted More Than Anticipated in December
https://www.bloomberg.com/news/articles/2026-01-05/swiss-manufacturing-contracted-more-than-anticipated-in-december

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T! Did You See Commodity Prices 1282 1282 HOLY SH*T! Did You See Commodity Prices full 827b9885-6e15-48e9-8545-b4bff538eb6e https://share.transistor.fm/s/c1a44d88 Commodities are going nuts right now, with copper now parabolic joining silver on the crazy train. Gold is lagging behind both, which is not a good sign for each’s ability to stay on the upside. Meanwhile, at the complete other end of the commodity spectrum is oil, not just in terms of prices but key spreads in Middle East markets. One of those just flipped for the first time in years, signaling growing worries about global demand.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------

What is a Eurodollar University membership? 

It’s where understanding the monetary world isn’t a mystery, it's a method.

If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 
With our memberships, we’ll fill in everything that you’ve been missing. 

Join us: https://web.eurodollar-university.com/eurodollar-vsl-page

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Commodities are going nuts right now, with copper now parabolic joining silver on the crazy train. Gold is lagging behind both, which is not a good sign for each’s ability to stay on the upside. Meanwhile, at the complete other end of the commodity spectrum is oil, not just in terms of prices but key spreads in Middle East markets. One of those just flipped for the first time in years, signaling growing worries about global demand.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------

What is a Eurodollar University membership? 

It’s where understanding the monetary world isn’t a mystery, it's a method.

If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 
With our memberships, we’ll fill in everything that you’ve been missing. 

Join us: https://web.eurodollar-university.com/eurodollar-vsl-page

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 06 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1251 Commodities are going nuts right now, with copper now parabolic joining silver on the crazy train. Gold is lagging behind both, which is not a good sign for each’s ability to stay on the upside. Meanwhile, at the complete other end of the commodity spectrum is oil, not just in terms of prices but key spreads in Middle East markets. One of those just flipped for the first time in years, signaling growing worries about global demand.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------

What is a Eurodollar University membership? 

It’s where understanding the monetary world isn’t a mystery, it's a method.

If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 
With our memberships, we’ll fill in everything that you’ve been missing. 

Join us: https://web.eurodollar-university.com/eurodollar-vsl-page

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The TRILLION Dollar AI Debt Bubble Is Bursting 1280 1280 The TRILLION Dollar AI Debt Bubble Is Bursting full e12e469f-735c-4002-814e-bea5596cf2e9 https://share.transistor.fm/s/4531894e The number of legendary investors calling this an AI bubble continues to climb, with Howard Marks, co-founder of Wall Street giant Oaktree flatly stating if AI isn’t conforming to the historical bubble pattern, it will be a first. But there are some key differences within that pattern that just aren’t being fully appreciated. Starting with how this AI bubble isn’t actually about the stock market. 

Eurodollar University's conversation w/Steve Van Metre

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The number of legendary investors calling this an AI bubble continues to climb, with Howard Marks, co-founder of Wall Street giant Oaktree flatly stating if AI isn’t conforming to the historical bubble pattern, it will be a first. But there are some key differences within that pattern that just aren’t being fully appreciated. Starting with how this AI bubble isn’t actually about the stock market. 

Eurodollar University's conversation w/Steve Van Metre

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 05 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1205 The number of legendary investors calling this an AI bubble continues to climb, with Howard Marks, co-founder of Wall Street giant Oaktree flatly stating if AI isn’t conforming to the historical bubble pattern, it will be a first. But there are some key differences within that pattern that just aren’t being fully appreciated. Starting with how this AI bubble isn’t actually about the stock market. 

Eurodollar University's conversation w/Steve Van Metre

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Ok, Now It's Official...The Sh*t Is Hitting The Fan 1279 1279 Ok, Now It's Official...The Sh*t Is Hitting The Fan full 78573148-7d3b-4d6b-a5fc-f4c088b3c970 https://share.transistor.fm/s/f0939d97 Bull steepening on the Treasury curve, falling energy prices especially gasoline, the final look at the US economy in 2025 shows it losing momentum again as the new year begins. In fact, even mainstream Economists, the most optimistic bunch you’ll find, they’re growing concerned again, with Moody’s chief economist saying, quote, “nothing else can go wrong” because in his words, we’re already on the edge of recession. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

S&P Global US Manu PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/7ca2ebfa9cce4c768e0cf449ba966293

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Bull steepening on the Treasury curve, falling energy prices especially gasoline, the final look at the US economy in 2025 shows it losing momentum again as the new year begins. In fact, even mainstream Economists, the most optimistic bunch you’ll find, they’re growing concerned again, with Moody’s chief economist saying, quote, “nothing else can go wrong” because in his words, we’re already on the edge of recession. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

S&P Global US Manu PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/7ca2ebfa9cce4c768e0cf449ba966293

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 04 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1300 Bull steepening on the Treasury curve, falling energy prices especially gasoline, the final look at the US economy in 2025 shows it losing momentum again as the new year begins. In fact, even mainstream Economists, the most optimistic bunch you’ll find, they’re growing concerned again, with Moody’s chief economist saying, quote, “nothing else can go wrong” because in his words, we’re already on the edge of recession. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

S&P Global US Manu PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/7ca2ebfa9cce4c768e0cf449ba966293

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T: Europe’s Banks Are Acting Like It’s 2020 Again 1278 1278 HOLY SH*T: Europe’s Banks Are Acting Like It’s 2020 Again full b2f2143b-a91e-4cd6-a088-c0ad205b3f6e https://share.transistor.fm/s/3eb51c30 There was an explosion, a record spike – and it’s not even close - in lending by European banks to European shadow banks in October and November. This spike in European bank lending wasn’t some newfound enthusiasm to take on risks. It was emergency lending, a shadow bank shadow bailout which was every bit the other side of the US$ repo tightness I’ve been telling you about. This surge in shadow bank borrowing in euros shows how widespread and global funding pressure has already been.  

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------
The Banker Explainer: Why the IMF fears contagion from lenders’ shadow bank exposure
https://www.thebanker.com/content/0ec3d3f5-62bc-4aa1-8202-9cccb6ebc2a3

Bloomberg Deutsche Bank Leads EU Lenders’ Exposure to Shadow Banks
https://www.bloomberg.com/news/articles/2025-12-11/deutsche-bank-most-exposed-in-europe-to-shadow-banks-ubs-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> There was an explosion, a record spike – and it’s not even close - in lending by European banks to European shadow banks in October and November. This spike in European bank lending wasn’t some newfound enthusiasm to take on risks. It was emergency lending, a shadow bank shadow bailout which was every bit the other side of the US$ repo tightness I’ve been telling you about. This surge in shadow bank borrowing in euros shows how widespread and global funding pressure has already been.  

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------
The Banker Explainer: Why the IMF fears contagion from lenders’ shadow bank exposure
https://www.thebanker.com/content/0ec3d3f5-62bc-4aa1-8202-9cccb6ebc2a3

Bloomberg Deutsche Bank Leads EU Lenders’ Exposure to Shadow Banks
https://www.bloomberg.com/news/articles/2025-12-11/deutsche-bank-most-exposed-in-europe-to-shadow-banks-ubs-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sat, 03 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1214 There was an explosion, a record spike – and it’s not even close - in lending by European banks to European shadow banks in October and November. This spike in European bank lending wasn’t some newfound enthusiasm to take on risks. It was emergency lending, a shadow bank shadow bailout which was every bit the other side of the US$ repo tightness I’ve been telling you about. This surge in shadow bank borrowing in euros shows how widespread and global funding pressure has already been.  

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------
The Banker Explainer: Why the IMF fears contagion from lenders’ shadow bank exposure
https://www.thebanker.com/content/0ec3d3f5-62bc-4aa1-8202-9cccb6ebc2a3

Bloomberg Deutsche Bank Leads EU Lenders’ Exposure to Shadow Banks
https://www.bloomberg.com/news/articles/2025-12-11/deutsche-bank-most-exposed-in-europe-to-shadow-banks-ubs-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No OMG! You Won’t Believe What Just Happened in the Treasury Market 1277 1277 OMG! You Won’t Believe What Just Happened in the Treasury Market full c3323598-52bc-4f9d-817a-ffa59d178cd7 https://share.transistor.fm/s/cd893d45 The Fed is going to need some more not-QE and fast. We’ve got the year-end surge in repo borrowing at its window that is already way more than expected. At the same time, front end Treasury bill yields tumble in what is looking more like collateral scarcity along the lines of repo fails. Plus, the rest of the yield curve spent the entire fourth quarter – doing nothing. Literally nothing - and that’s huge. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Fed is going to need some more not-QE and fast. We’ve got the year-end surge in repo borrowing at its window that is already way more than expected. At the same time, front end Treasury bill yields tumble in what is looking more like collateral scarcity along the lines of repo fails. Plus, the rest of the yield curve spent the entire fourth quarter – doing nothing. Literally nothing - and that’s huge. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 01 Jan 2026 07:00:00 -0500 Jeff Snider Jeff Snider 1268 The Fed is going to need some more not-QE and fast. We’ve got the year-end surge in repo borrowing at its window that is already way more than expected. At the same time, front end Treasury bill yields tumble in what is looking more like collateral scarcity along the lines of repo fails. Plus, the rest of the yield curve spent the entire fourth quarter – doing nothing. Literally nothing - and that’s huge. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Most Dangerous Phase of an Economy Has Begun 1276 1276 The Most Dangerous Phase of an Economy Has Begun full a6a587b9-a590-4892-9bc9-9f1b70679344 https://share.transistor.fm/s/6531d272 Massive protests have broken out in Iran as the economy there implodes. This is no longer an uncommon occurrence as we’re seeing more signs of the most dangerous phase of the economy. Spurred largely by younger generations who have born the brunt of economic suckitude their entire lives, political upheaval is spreading and intensifying – maybe presenting opportunity but either way it is, by far, the greatest risk the world faces in 2026.

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

Bloomberg Gen Z Revolts Against Dystopian Future as Protests Spread Worldwide
https://www.bloomberg.com/features/2025-gen-z-protest-worldwide/

Gallup George H.W. Bush Retrospective
https://news.gallup.com/opinion/gallup/234971/george-bush-retrospective.aspx

CSpan October 1992 Presidential Townhall
https://www.c-span.org/clip/white-house-event/user-clip-clintons-i-feel-your-pain-moment/4842764

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Massive protests have broken out in Iran as the economy there implodes. This is no longer an uncommon occurrence as we’re seeing more signs of the most dangerous phase of the economy. Spurred largely by younger generations who have born the brunt of economic suckitude their entire lives, political upheaval is spreading and intensifying – maybe presenting opportunity but either way it is, by far, the greatest risk the world faces in 2026.

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

Bloomberg Gen Z Revolts Against Dystopian Future as Protests Spread Worldwide
https://www.bloomberg.com/features/2025-gen-z-protest-worldwide/

Gallup George H.W. Bush Retrospective
https://news.gallup.com/opinion/gallup/234971/george-bush-retrospective.aspx

CSpan October 1992 Presidential Townhall
https://www.c-span.org/clip/white-house-event/user-clip-clintons-i-feel-your-pain-moment/4842764

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 31 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1269 Massive protests have broken out in Iran as the economy there implodes. This is no longer an uncommon occurrence as we’re seeing more signs of the most dangerous phase of the economy. Spurred largely by younger generations who have born the brunt of economic suckitude their entire lives, political upheaval is spreading and intensifying – maybe presenting opportunity but either way it is, by far, the greatest risk the world faces in 2026.

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

Bloomberg Gen Z Revolts Against Dystopian Future as Protests Spread Worldwide
https://www.bloomberg.com/features/2025-gen-z-protest-worldwide/

Gallup George H.W. Bush Retrospective
https://news.gallup.com/opinion/gallup/234971/george-bush-retrospective.aspx

CSpan October 1992 Presidential Townhall
https://www.c-span.org/clip/white-house-event/user-clip-clintons-i-feel-your-pain-moment/4842764

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WARNING: Something Big Just Broke in Repo Markets 1275 1275 WARNING: Something Big Just Broke in Repo Markets full 8f3c4019-c77b-4842-85e8-612353e7a538 https://share.transistor.fm/s/1a58dfef Repo fails just exploded, coming in at the highest weekly total since 2022. And this isn’t even year-end. This is mid-December. It’s the flat Beveridge economy that is exposing cracks in the credit markets. And along those lines, we’ve got an update on the Tricolor debacle and how it was actually uncovered that will knock your socks off u But it also does a really good job of explaining why there is so much risk aversion exploding throughout the monetary system. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Repo fails just exploded, coming in at the highest weekly total since 2022. And this isn’t even year-end. This is mid-December. It’s the flat Beveridge economy that is exposing cracks in the credit markets. And along those lines, we’ve got an update on the Tricolor debacle and how it was actually uncovered that will knock your socks off u But it also does a really good job of explaining why there is so much risk aversion exploding throughout the monetary system. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 30 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1285 Repo fails just exploded, coming in at the highest weekly total since 2022. And this isn’t even year-end. This is mid-December. It’s the flat Beveridge economy that is exposing cracks in the credit markets. And along those lines, we’ve got an update on the Tricolor debacle and how it was actually uncovered that will knock your socks off u But it also does a really good job of explaining why there is so much risk aversion exploding throughout the monetary system. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No CarMax: “We Tried Everything. It Didn’t Work.” 1274 1274 CarMax: “We Tried Everything. It Didn’t Work.” full 0e6e5c7f-6f37-44d4-bc6c-bd271b5de28e https://share.transistor.fm/s/465ee4ea CarMax is back as a microcosm of the entire consumer economy. The company stumbled back in the spring then at the end of summer declared – no big deal - everything was turning around. Instead, not long after management eventually admitted it didn’t turn around which, this past week, was totally confirmed when CarMax reported sales that had basically crashed during the quarter. 

Eurodollar University's conversations w/Steve Van Metre

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> CarMax is back as a microcosm of the entire consumer economy. The company stumbled back in the spring then at the end of summer declared – no big deal - everything was turning around. Instead, not long after management eventually admitted it didn’t turn around which, this past week, was totally confirmed when CarMax reported sales that had basically crashed during the quarter. 

Eurodollar University's conversations w/Steve Van Metre

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 29 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1267 CarMax is back as a microcosm of the entire consumer economy. The company stumbled back in the spring then at the end of summer declared – no big deal - everything was turning around. Instead, not long after management eventually admitted it didn’t turn around which, this past week, was totally confirmed when CarMax reported sales that had basically crashed during the quarter. 

Eurodollar University's conversations w/Steve Van Metre

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Japanese Yen Just Crossed a Dangerous Line 1273 1273 The Japanese Yen Just Crossed a Dangerous Line full 6f98a32d-4f18-418b-ab10-9abf0c3b37c6 https://share.transistor.fm/s/b8f4cbcb The Bank of Japan keeps hiking its policy rate, Japanese bond yields continue to rise, yet no matter how high interest rates go over there the weaker the Japanese yen seems to get. And no one can figure out why. The government is stumped. Central bankers can only complain. And the yen is not the only one, but is a critical example of what everyone leaves out because they don’t really know what they’re looking at, or even looking for. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------
EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

Reserve your spot below but you better hurry, there aren't many left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

EDU's After-Christmas SALE
Get $1,000 off an annual subscription to our DDA+ or 40% off an annual membership. Complete details and checkout at our website link below:

https://www.eurodollar.university/holiday-offer

---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Bank of Japan keeps hiking its policy rate, Japanese bond yields continue to rise, yet no matter how high interest rates go over there the weaker the Japanese yen seems to get. And no one can figure out why. The government is stumped. Central bankers can only complain. And the yen is not the only one, but is a critical example of what everyone leaves out because they don’t really know what they’re looking at, or even looking for. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------
EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

Reserve your spot below but you better hurry, there aren't many left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

EDU's After-Christmas SALE
Get $1,000 off an annual subscription to our DDA+ or 40% off an annual membership. Complete details and checkout at our website link below:

https://www.eurodollar.university/holiday-offer

---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 28 Dec 2025 12:29:31 -0500 Jeff Snider Jeff Snider 1257 The Bank of Japan keeps hiking its policy rate, Japanese bond yields continue to rise, yet no matter how high interest rates go over there the weaker the Japanese yen seems to get. And no one can figure out why. The government is stumped. Central bankers can only complain. And the yen is not the only one, but is a critical example of what everyone leaves out because they don’t really know what they’re looking at, or even looking for. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------
EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

Reserve your spot below but you better hurry, there aren't many left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

EDU's After-Christmas SALE
Get $1,000 off an annual subscription to our DDA+ or 40% off an annual membership. Complete details and checkout at our website link below:

https://www.eurodollar.university/holiday-offer

---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Repo Fails Skyrocketing!! Is Something Big Happening? 1272 1272 Repo Fails Skyrocketing!! Is Something Big Happening? full 044b1716-c512-4053-8fb2-adfa60fa6a03 https://share.transistor.fm/s/b3af1ed7 Repo fails, a measure of collateral flow throughout the entire financial system, soared to more than $300 billion as of the middle of December. It was the highest for any non-quarter end week going back to June 2023. At the same time, borrowing from the Fed’s repo facility is way up again as investors refuse to buy the spin from private credit that their portfolios are just fine and from central bankers who say the same thing about the economy. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------
EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

EDU's After-Christmas SALE
Get $1,000 off an annual subscription to our DDA+ or 40% off an annual membership. Complete details and checkout at our website link below:

https://www.eurodollar.university/holiday-offer

---------------------------------------------------------------------------------

WSJ The Private-Credit Party Turns Ugly for Individual Investors
https://www.wsj.com/finance/investing/the-private-credit-party-turns-ugly-for-individual-investors-287356f9

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Repo fails, a measure of collateral flow throughout the entire financial system, soared to more than $300 billion as of the middle of December. It was the highest for any non-quarter end week going back to June 2023. At the same time, borrowing from the Fed’s repo facility is way up again as investors refuse to buy the spin from private credit that their portfolios are just fine and from central bankers who say the same thing about the economy. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------
EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

EDU's After-Christmas SALE
Get $1,000 off an annual subscription to our DDA+ or 40% off an annual membership. Complete details and checkout at our website link below:

https://www.eurodollar.university/holiday-offer

---------------------------------------------------------------------------------

WSJ The Private-Credit Party Turns Ugly for Individual Investors
https://www.wsj.com/finance/investing/the-private-credit-party-turns-ugly-for-individual-investors-287356f9

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sat, 27 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1301 Repo fails, a measure of collateral flow throughout the entire financial system, soared to more than $300 billion as of the middle of December. It was the highest for any non-quarter end week going back to June 2023. At the same time, borrowing from the Fed’s repo facility is way up again as investors refuse to buy the spin from private credit that their portfolios are just fine and from central bankers who say the same thing about the economy. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------
EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------

EDU's After-Christmas SALE
Get $1,000 off an annual subscription to our DDA+ or 40% off an annual membership. Complete details and checkout at our website link below:

https://www.eurodollar.university/holiday-offer

---------------------------------------------------------------------------------

WSJ The Private-Credit Party Turns Ugly for Individual Investors
https://www.wsj.com/finance/investing/the-private-credit-party-turns-ugly-for-individual-investors-287356f9

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: GDP Explodes Higher (Here's What You Must Know) 1271 1271 BREAKING: GDP Explodes Higher (Here's What You Must Know) full dbbb8d73-e11e-4d38-8d5d-10a87fc08259 https://share.transistor.fm/s/ea9c2be9 US GDP utterly crushed it in Q3 and that was following Q2 when output supposedly was well more than expected, so two quarters in a row of booming numbers. So why isn’t anyone buying it? To begin with, just look at gold and silver. Safe haven buying is literally off the charts. Bond yields didn’t react at all. And consumer confidence keeps falling deeper into recession territory.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> US GDP utterly crushed it in Q3 and that was following Q2 when output supposedly was well more than expected, so two quarters in a row of booming numbers. So why isn’t anyone buying it? To begin with, just look at gold and silver. Safe haven buying is literally off the charts. Bond yields didn’t react at all. And consumer confidence keeps falling deeper into recession territory.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 24 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1378 US GDP utterly crushed it in Q3 and that was following Q2 when output supposedly was well more than expected, so two quarters in a row of booming numbers. So why isn’t anyone buying it? To begin with, just look at gold and silver. Safe haven buying is literally off the charts. Bond yields didn’t react at all. And consumer confidence keeps falling deeper into recession territory.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Foreigners Sold a MASSIVE Amount of Treasuries (Here's What You Must Know) 1270 1270 Foreigners Sold a MASSIVE Amount of Treasuries (Here's What You Must Know) full 66266e45-8b9d-4122-b2f1-128e4b02e443 https://share.transistor.fm/s/28a3ed33 Back in October, foreigners sold a massive $61.2 billion in LT UST assets, the most since April. While that may sound like the “sell America” and Treasury rejection narrative from the summer, it’s actually proof that the Fed’s bank reserves are irrelevant. Remember October? Repo rates soaring. Use of the Fed’s repo facility skyrocketed. Cockroaches and garbage lending. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Back in October, foreigners sold a massive $61.2 billion in LT UST assets, the most since April. While that may sound like the “sell America” and Treasury rejection narrative from the summer, it’s actually proof that the Fed’s bank reserves are irrelevant. Remember October? Repo rates soaring. Use of the Fed’s repo facility skyrocketed. Cockroaches and garbage lending. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 23 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1231 Back in October, foreigners sold a massive $61.2 billion in LT UST assets, the most since April. While that may sound like the “sell America” and Treasury rejection narrative from the summer, it’s actually proof that the Fed’s bank reserves are irrelevant. Remember October? Repo rates soaring. Use of the Fed’s repo facility skyrocketed. Cockroaches and garbage lending. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The $25 Trillion AI Bubble Depends on One Thing… Debt 1269 1269 The $25 Trillion AI Bubble Depends on One Thing… Debt full 4b2723a7-eb2e-4820-8666-7d33d7d4a395 https://share.transistor.fm/s/6669dc11 Blue Owl is back, the beleaguered alternative fund manager making news this time by refusing to partner back up with beleaguered former AI bubble star Oracle. This is big, especially since before now Blue Owl and Oracle worked together on seemingly everything. We’ve even got Tether’s CEO feeling the winds shift, admitting how Bitcoin’s struggles, for example, are a reflection of both the credit cycle and bursting AI anxiety. 

Eurodollar University's conversation w/Steve Van Metre

------------------------------------------------------------
EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------
EDU's Webinar Series REPLAY

There is a ton of smoke coming out from the credit markets right now. But is there fire? For the next hour and a half, join us in examining the issue from all the relevant angles and perspectives. Just how big is the "garbage pool"? What is the driving force behind the credit cycle? How can we tell if it is turning, or maybe has turned? 

The most important funding system in the world is flashing warning signals, and almost no one is paying attention. Replay the full webinar at the link below:

https://event.webinarjam.com/m9wym/go/replay/1ym21cpxh8zfw3f4
---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Blue Owl is back, the beleaguered alternative fund manager making news this time by refusing to partner back up with beleaguered former AI bubble star Oracle. This is big, especially since before now Blue Owl and Oracle worked together on seemingly everything. We’ve even got Tether’s CEO feeling the winds shift, admitting how Bitcoin’s struggles, for example, are a reflection of both the credit cycle and bursting AI anxiety. 

Eurodollar University's conversation w/Steve Van Metre

------------------------------------------------------------
EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------
EDU's Webinar Series REPLAY

There is a ton of smoke coming out from the credit markets right now. But is there fire? For the next hour and a half, join us in examining the issue from all the relevant angles and perspectives. Just how big is the "garbage pool"? What is the driving force behind the credit cycle? How can we tell if it is turning, or maybe has turned? 

The most important funding system in the world is flashing warning signals, and almost no one is paying attention. Replay the full webinar at the link below:

https://event.webinarjam.com/m9wym/go/replay/1ym21cpxh8zfw3f4
---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 22 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1302 Blue Owl is back, the beleaguered alternative fund manager making news this time by refusing to partner back up with beleaguered former AI bubble star Oracle. This is big, especially since before now Blue Owl and Oracle worked together on seemingly everything. We’ve even got Tether’s CEO feeling the winds shift, admitting how Bitcoin’s struggles, for example, are a reflection of both the credit cycle and bursting AI anxiety. 

Eurodollar University's conversation w/Steve Van Metre

------------------------------------------------------------
EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. 

To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page

---------------------------------------------------------------------------------
EDU's Webinar Series REPLAY

There is a ton of smoke coming out from the credit markets right now. But is there fire? For the next hour and a half, join us in examining the issue from all the relevant angles and perspectives. Just how big is the "garbage pool"? What is the driving force behind the credit cycle? How can we tell if it is turning, or maybe has turned? 

The most important funding system in the world is flashing warning signals, and almost no one is paying attention. Replay the full webinar at the link below:

https://event.webinarjam.com/m9wym/go/replay/1ym21cpxh8zfw3f4
---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Holy Sh*t…You Won’t Believe This New Housing Data 1268 1268 Holy Sh*t…You Won’t Believe This New Housing Data full 3f7ac239-0b69-4a8e-86de-7dac2da8854e https://share.transistor.fm/s/e7904c46 Miami leads the nation in home de-listings, that is number of sellers who realize the housing situation is bad and getting worse, therefore simply pull their property off the market. De-listings nationally have soared this year, led by Miami and Florida. It wasn’t supposed to be like this. Sellers came back into the market thinking lower interest rates were going to lure buyers. Why wouldn’t they? That’s what everyone says. Falling rates are stimulus and real estate is the most sensitive to it.

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------
EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot just go here but you better hurry, there aren't many spots left:

https://eurodollar-university.com/event-home-page
------------------------------------------------------------

Realtor.com November 2025 Monthly Housing Market Trends Report
https://www.realtor.com/research/november-2025-data/

NAR NAR Existing-Home Sales Report Shows 0.5% Increase in November
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-0-5-increase-in-november

Florida Housing Market 
https://www.redfin.com/state/Florida/housing-market

Bloomberg US Existing-Home Sales Edge Up With Help From Tamer Prices
https://www.bloomberg.com/news/articles/2025-12-19/us-existing-home-sales-edge-higher-with-help-from-tamer-prices

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Miami leads the nation in home de-listings, that is number of sellers who realize the housing situation is bad and getting worse, therefore simply pull their property off the market. De-listings nationally have soared this year, led by Miami and Florida. It wasn’t supposed to be like this. Sellers came back into the market thinking lower interest rates were going to lure buyers. Why wouldn’t they? That’s what everyone says. Falling rates are stimulus and real estate is the most sensitive to it.

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------
EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot just go here but you better hurry, there aren't many spots left:

https://eurodollar-university.com/event-home-page
------------------------------------------------------------

Realtor.com November 2025 Monthly Housing Market Trends Report
https://www.realtor.com/research/november-2025-data/

NAR NAR Existing-Home Sales Report Shows 0.5% Increase in November
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-0-5-increase-in-november

Florida Housing Market 
https://www.redfin.com/state/Florida/housing-market

Bloomberg US Existing-Home Sales Edge Up With Help From Tamer Prices
https://www.bloomberg.com/news/articles/2025-12-19/us-existing-home-sales-edge-higher-with-help-from-tamer-prices

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 21 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1237 Miami leads the nation in home de-listings, that is number of sellers who realize the housing situation is bad and getting worse, therefore simply pull their property off the market. De-listings nationally have soared this year, led by Miami and Florida. It wasn’t supposed to be like this. Sellers came back into the market thinking lower interest rates were going to lure buyers. Why wouldn’t they? That’s what everyone says. Falling rates are stimulus and real estate is the most sensitive to it.

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------
EDU LIVE PRESIDENT'S DAY FEBRUARY 2026

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot just go here but you better hurry, there aren't many spots left:

https://eurodollar-university.com/event-home-page
------------------------------------------------------------

Realtor.com November 2025 Monthly Housing Market Trends Report
https://www.realtor.com/research/november-2025-data/

NAR NAR Existing-Home Sales Report Shows 0.5% Increase in November
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-0-5-increase-in-november

Florida Housing Market 
https://www.redfin.com/state/Florida/housing-market

Bloomberg US Existing-Home Sales Edge Up With Help From Tamer Prices
https://www.bloomberg.com/news/articles/2025-12-19/us-existing-home-sales-edge-higher-with-help-from-tamer-prices

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe What Global Central Banks Just Did 1267 1267 You Won’t Believe What Global Central Banks Just Did full 63f7bcec-6beb-4874-81c7-8792656756f6 https://share.transistor.fm/s/32d02f97 Tariff inflation continues to go down in flames, yet central bankers refuse to let it go. The US CPI report for November was released today and the details should help put all this to rest – especially alongside the payroll numbers from earlier in the week. However, over in Europe both the ECB and Bank of England claim they need to be vigilant about tariff inflation at the same time job losses and unemployment pile up even higher.   

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------
EDU's Webinar Series REPLAY

There is a ton of smoke coming out from the credit markets right now. But is there fire? For the next hour and a half, join us in examining the issue from all the relevant angles and perspectives. Just how big is the "garbage pool"? What is the driving force behind the credit cycle? How can we tell if it is turning, or maybe has turned? 

The most important funding system in the world is flashing warning signals, and almost no one is paying attention. Replay the full webinar at the link below:

https://event.webinarjam.com/m9wym/go/replay/1ym21cpxh8zfw3f4
---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tariff inflation continues to go down in flames, yet central bankers refuse to let it go. The US CPI report for November was released today and the details should help put all this to rest – especially alongside the payroll numbers from earlier in the week. However, over in Europe both the ECB and Bank of England claim they need to be vigilant about tariff inflation at the same time job losses and unemployment pile up even higher.   

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------
EDU's Webinar Series REPLAY

There is a ton of smoke coming out from the credit markets right now. But is there fire? For the next hour and a half, join us in examining the issue from all the relevant angles and perspectives. Just how big is the "garbage pool"? What is the driving force behind the credit cycle? How can we tell if it is turning, or maybe has turned? 

The most important funding system in the world is flashing warning signals, and almost no one is paying attention. Replay the full webinar at the link below:

https://event.webinarjam.com/m9wym/go/replay/1ym21cpxh8zfw3f4
---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 19 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1248 Tariff inflation continues to go down in flames, yet central bankers refuse to let it go. The US CPI report for November was released today and the details should help put all this to rest – especially alongside the payroll numbers from earlier in the week. However, over in Europe both the ECB and Bank of England claim they need to be vigilant about tariff inflation at the same time job losses and unemployment pile up even higher.   

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------
EDU's Webinar Series REPLAY

There is a ton of smoke coming out from the credit markets right now. But is there fire? For the next hour and a half, join us in examining the issue from all the relevant angles and perspectives. Just how big is the "garbage pool"? What is the driving force behind the credit cycle? How can we tell if it is turning, or maybe has turned? 

The most important funding system in the world is flashing warning signals, and almost no one is paying attention. Replay the full webinar at the link below:

https://event.webinarjam.com/m9wym/go/replay/1ym21cpxh8zfw3f4
---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: New Jobs Data Is Worse Than ANYONE Expected 1266 1266 BREAKING: New Jobs Data Is Worse Than ANYONE Expected full e1001bb5-18d7-41d3-8a07-2e4faf35fba0 https://share.transistor.fm/s/8729ca2b The BLS confirmed the US labor market has indeed entered flat Beveridge territory with profound implications. What are they? What does this mean moving forward? Join me at 1:30pm ET to find out.

Also, join me later tonight for a very special webinar where we are going to be doing a COMPREHENSIVE review of on set of consequences from flat Beveridge: cockroaches and the credit market cycle. We'll go over all the smoke rising from the space and assess whether or not there's fire behind it - and take a few reasonable stabs at estimating how much.

EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/channel/risks

]]> The BLS confirmed the US labor market has indeed entered flat Beveridge territory with profound implications. What are they? What does this mean moving forward? Join me at 1:30pm ET to find out.

Also, join me later tonight for a very special webinar where we are going to be doing a COMPREHENSIVE review of on set of consequences from flat Beveridge: cockroaches and the credit market cycle. We'll go over all the smoke rising from the space and assess whether or not there's fire behind it - and take a few reasonable stabs at estimating how much.

EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/channel/risks

]]> Thu, 18 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1737 The BLS confirmed the US labor market has indeed entered flat Beveridge territory with profound implications. What are they? What does this mean moving forward? Join me at 1:30pm ET to find out.

Also, join me later tonight for a very special webinar where we are going to be doing a COMPREHENSIVE review of on set of consequences from flat Beveridge: cockroaches and the credit market cycle. We'll go over all the smoke rising from the space and assess whether or not there's fire behind it - and take a few reasonable stabs at estimating how much.

EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/channel/risks

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The $45 TRILLION Chinese Bubble Is BURSTING 1265 1265 The $45 TRILLION Chinese Bubble Is BURSTING full b5157e21-8393-4fb8-a5ad-d67c9a9c04a6 https://share.transistor.fm/s/3e786a21 Chinese investment crashed yet again in November, the second straight month of bigtime declines. Only this time FAI was joined by consumer spending. Retail sales over in China also crashed last month, dropping by almost half a percent in November alone. That’s enormous. It follows terrible data on household lending and bank credit. All of it points to an increasingly familiar topic and condition: China big economic slide is sliding right onto flat Beveridge. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/channel/risks
---------------------------------------------------------------------------------

------------------------------------------------------------
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page
------------------------------------------------------------

Bloomberg China’s Labor Market Distress Spreads at Worst Time for Deflation Fight
https://www.bloomberg.com/news/articles/2025-09-22/china-s-labor-distress-spreads-at-worst-time-for-deflation-fight

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Chinese investment crashed yet again in November, the second straight month of bigtime declines. Only this time FAI was joined by consumer spending. Retail sales over in China also crashed last month, dropping by almost half a percent in November alone. That’s enormous. It follows terrible data on household lending and bank credit. All of it points to an increasingly familiar topic and condition: China big economic slide is sliding right onto flat Beveridge. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/channel/risks
---------------------------------------------------------------------------------

------------------------------------------------------------
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page
------------------------------------------------------------

Bloomberg China’s Labor Market Distress Spreads at Worst Time for Deflation Fight
https://www.bloomberg.com/news/articles/2025-09-22/china-s-labor-distress-spreads-at-worst-time-for-deflation-fight

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 17 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1269 Chinese investment crashed yet again in November, the second straight month of bigtime declines. Only this time FAI was joined by consumer spending. Retail sales over in China also crashed last month, dropping by almost half a percent in November alone. That’s enormous. It follows terrible data on household lending and bank credit. All of it points to an increasingly familiar topic and condition: China big economic slide is sliding right onto flat Beveridge. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/channel/risks
---------------------------------------------------------------------------------

------------------------------------------------------------
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page
------------------------------------------------------------

Bloomberg China’s Labor Market Distress Spreads at Worst Time for Deflation Fight
https://www.bloomberg.com/news/articles/2025-09-22/china-s-labor-distress-spreads-at-worst-time-for-deflation-fight

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T! You Won’t Believe What the Fed Just Admitted 1264 1264 HOLY SH*T! You Won’t Believe What the Fed Just Admitted full 1afb12c3-ef42-4c1f-b5ab-660989272a2e https://share.transistor.fm/s/e2a7a90e So, Jay Powell just casually strolled to the podium at his press conference last week and announced the Fed now believes the US has been losing jobs at a rate of 20,000 per month. From strong and resilient to solid to, ah, so what we’re now shedding jobs by the tens of thousands per month. Do you see it yet? The Treasury curve does, which is why it is moving into its final form in this long un-inversion process, with the big moves taking shape and doing most of the reshaping right in Chair Powell’s conference room.   

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/channel/risks
---------------------------------------------------------------------------------

------------------------------------------------------------
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page
------------------------------------------------------------

NBER Determination of the December 2007 Peak in Economic Activity
https://www.nber.org/news/business-cycle-dating-committee-announcement-december-1-2008

FOMC Press Conference, December 10, 2025
https://www.youtube.com/watch?v=Ko-_yb2UkDk
Transcript
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20251210.pdf

Bloomberg Fed’s Goolsbee Says He Sees More Cuts Than Most Others Next Year
https://www.bloomberg.com/news/articles/2025-12-12/fed-s-goolsbee-cites-need-for-more-data-in-dissent-against-cut

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> So, Jay Powell just casually strolled to the podium at his press conference last week and announced the Fed now believes the US has been losing jobs at a rate of 20,000 per month. From strong and resilient to solid to, ah, so what we’re now shedding jobs by the tens of thousands per month. Do you see it yet? The Treasury curve does, which is why it is moving into its final form in this long un-inversion process, with the big moves taking shape and doing most of the reshaping right in Chair Powell’s conference room.   

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/channel/risks
---------------------------------------------------------------------------------

------------------------------------------------------------
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page
------------------------------------------------------------

NBER Determination of the December 2007 Peak in Economic Activity
https://www.nber.org/news/business-cycle-dating-committee-announcement-december-1-2008

FOMC Press Conference, December 10, 2025
https://www.youtube.com/watch?v=Ko-_yb2UkDk
Transcript
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20251210.pdf

Bloomberg Fed’s Goolsbee Says He Sees More Cuts Than Most Others Next Year
https://www.bloomberg.com/news/articles/2025-12-12/fed-s-goolsbee-cites-need-for-more-data-in-dissent-against-cut

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 16 Dec 2025 08:50:53 -0500 Jeff Snider Jeff Snider 1194 So, Jay Powell just casually strolled to the podium at his press conference last week and announced the Fed now believes the US has been losing jobs at a rate of 20,000 per month. From strong and resilient to solid to, ah, so what we’re now shedding jobs by the tens of thousands per month. Do you see it yet? The Treasury curve does, which is why it is moving into its final form in this long un-inversion process, with the big moves taking shape and doing most of the reshaping right in Chair Powell’s conference room.   

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/channel/risks
---------------------------------------------------------------------------------

------------------------------------------------------------
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page
------------------------------------------------------------

NBER Determination of the December 2007 Peak in Economic Activity
https://www.nber.org/news/business-cycle-dating-committee-announcement-december-1-2008

FOMC Press Conference, December 10, 2025
https://www.youtube.com/watch?v=Ko-_yb2UkDk
Transcript
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20251210.pdf

Bloomberg Fed’s Goolsbee Says He Sees More Cuts Than Most Others Next Year
https://www.bloomberg.com/news/articles/2025-12-12/fed-s-goolsbee-cites-need-for-more-data-in-dissent-against-cut

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The $25 TRILLION AI Bubble Is BURSTING 1263 1263 The $25 TRILLION AI Bubble Is BURSTING full 26509331-b130-4080-820d-4d0a7d24a3f5 https://share.transistor.fm/s/afc549f3 IBM’s CEO said there is “no way” that the massive spending on AI and data centers will ever pay off. For the first time in this bubble cycle people are finally wondering if maybe he is right. It couldn’t have come at a more critical time in light of Oracle’s shocking results. And then Broadcom failed to live up to the hype. In many ways, AI is the last pillar holding the forgot how to grow economy together, from both investments and stock-fueled consumer spending. 

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/channel/risks
---------------------------------------------------------------------------------

------------------------------------------------------------
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page
------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> IBM’s CEO said there is “no way” that the massive spending on AI and data centers will ever pay off. For the first time in this bubble cycle people are finally wondering if maybe he is right. It couldn’t have come at a more critical time in light of Oracle’s shocking results. And then Broadcom failed to live up to the hype. In many ways, AI is the last pillar holding the forgot how to grow economy together, from both investments and stock-fueled consumer spending. 

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/channel/risks
---------------------------------------------------------------------------------

------------------------------------------------------------
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page
------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 15 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1244 IBM’s CEO said there is “no way” that the massive spending on AI and data centers will ever pay off. For the first time in this bubble cycle people are finally wondering if maybe he is right. It couldn’t have come at a more critical time in light of Oracle’s shocking results. And then Broadcom failed to live up to the hype. In many ways, AI is the last pillar holding the forgot how to grow economy together, from both investments and stock-fueled consumer spending. 

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/channel/risks
---------------------------------------------------------------------------------

------------------------------------------------------------
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page
------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T! You Won’t Believe What Just Happened in China 1262 1262 HOLY SH*T! You Won’t Believe What Just Happened in China full 37efedce-20d6-4535-a23d-acc6340ce577 https://share.transistor.fm/s/9f4ed8c5 France’s President called it a matter of life and death for European industry. The head of the European Commission said it has reached “an inflection point.” The Chinese have been trying to export their way out of what is now a major downturn. The truth is, neither side has much choice; the Chinese have to do it and the Europeans have to start resisting it. What China just reported in banking and the economy shows they’re out of options even if it means sinking relations with an entire continent.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/channel/risks
---------------------------------------------------------------------------------

------------------------------------------------------------
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page
------------------------------------------------------------

Bloomberg China Forces Reckoning in Europe as Trade Turns Existential
https://www.bloomberg.com/news/articles/2025-12-12/china-forces-reckoning-in-europe-as-trade-boom-turns-existential

Politico EU European industry faces ‘life or death,’ Macron says — and China needs to help
https://www.politico.eu/article/europe-china-emmanuel-macron-foreign-investment-trade/

Bloomberg China Politburo Member Misses Two Key Meetings as Mystery Builds
https://www.bloomberg.com/news/articles/2025-12-12/china-politburo-member-misses-two-key-meetings-as-mystery-builds

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> France’s President called it a matter of life and death for European industry. The head of the European Commission said it has reached “an inflection point.” The Chinese have been trying to export their way out of what is now a major downturn. The truth is, neither side has much choice; the Chinese have to do it and the Europeans have to start resisting it. What China just reported in banking and the economy shows they’re out of options even if it means sinking relations with an entire continent.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/channel/risks
---------------------------------------------------------------------------------

------------------------------------------------------------
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page
------------------------------------------------------------

Bloomberg China Forces Reckoning in Europe as Trade Turns Existential
https://www.bloomberg.com/news/articles/2025-12-12/china-forces-reckoning-in-europe-as-trade-boom-turns-existential

Politico EU European industry faces ‘life or death,’ Macron says — and China needs to help
https://www.politico.eu/article/europe-china-emmanuel-macron-foreign-investment-trade/

Bloomberg China Politburo Member Misses Two Key Meetings as Mystery Builds
https://www.bloomberg.com/news/articles/2025-12-12/china-politburo-member-misses-two-key-meetings-as-mystery-builds

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 14 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1117 France’s President called it a matter of life and death for European industry. The head of the European Commission said it has reached “an inflection point.” The Chinese have been trying to export their way out of what is now a major downturn. The truth is, neither side has much choice; the Chinese have to do it and the Europeans have to start resisting it. What China just reported in banking and the economy shows they’re out of options even if it means sinking relations with an entire continent.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/channel/risks
---------------------------------------------------------------------------------

------------------------------------------------------------
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page
------------------------------------------------------------

Bloomberg China Forces Reckoning in Europe as Trade Turns Existential
https://www.bloomberg.com/news/articles/2025-12-12/china-forces-reckoning-in-europe-as-trade-boom-turns-existential

Politico EU European industry faces ‘life or death,’ Macron says — and China needs to help
https://www.politico.eu/article/europe-china-emmanuel-macron-foreign-investment-trade/

Bloomberg China Politburo Member Misses Two Key Meetings as Mystery Builds
https://www.bloomberg.com/news/articles/2025-12-12/china-politburo-member-misses-two-key-meetings-as-mystery-builds

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The World Isn't Prepared for What Just Happened to Oil 1261 1261 The World Isn't Prepared for What Just Happened to Oil full b6a32bfa-2f63-4896-9909-0a8ab7be90e0 https://share.transistor.fm/s/3a3ac6bb Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/m9wym/register/n0rnxu7n
---------------------------------------------------------------------------------
EDU LIVE 2026
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page
---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/m9wym/register/n0rnxu7n
---------------------------------------------------------------------------------
EDU LIVE 2026
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page
---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 12 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1189 Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/m9wym/register/n0rnxu7n
---------------------------------------------------------------------------------
EDU LIVE 2026
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page
---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Fed Just Revealed a Massive REPO Problem (No One’s Ready for This) 1260 1260 The Fed Just Revealed a Massive REPO Problem (No One’s Ready for This) full 97b7bb94-4ad5-4471-9aa3-8d19e0f584e5 https://share.transistor.fm/s/fc6cdee9 Live replay on December FOMC decision.

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/m9wym/register/n0rnxu7n
---------------------------------------------------------------------------------
EDU LIVE 2026
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page
---------------------------------------------------------------------------------

]]> Live replay on December FOMC decision.

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/m9wym/register/n0rnxu7n
---------------------------------------------------------------------------------
EDU LIVE 2026
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page
---------------------------------------------------------------------------------

]]> Thu, 11 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1513 Live replay on December FOMC decision.

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/m9wym/register/n0rnxu7n
---------------------------------------------------------------------------------
EDU LIVE 2026
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page
---------------------------------------------------------------------------------

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe What The Swiss Central Bank Just Said 1259 1259 You Won’t Believe What The Swiss Central Bank Just Said full 24a1e034-9b99-42ef-ae86-b9a33b513d74 https://share.transistor.fm/s/2cf4f16c Swiss central bankers are being forced to choose between negative interest rates and negative consumer prices by the increasingly negative direction of the globally synchronized system. On a monthly basis, Switzerland’s CPI declined in November for the fourth straight month as the country tries to work through contractions in output and a small but noticeable rise in unemployment. This all should sound familiar because, again, globally synchronized.   

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/m9wym/register/n0rnxu7n
---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Swiss central bankers are being forced to choose between negative interest rates and negative consumer prices by the increasingly negative direction of the globally synchronized system. On a monthly basis, Switzerland’s CPI declined in November for the fourth straight month as the country tries to work through contractions in output and a small but noticeable rise in unemployment. This all should sound familiar because, again, globally synchronized.   

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/m9wym/register/n0rnxu7n
---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 10 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1227 Swiss central bankers are being forced to choose between negative interest rates and negative consumer prices by the increasingly negative direction of the globally synchronized system. On a monthly basis, Switzerland’s CPI declined in November for the fourth straight month as the country tries to work through contractions in output and a small but noticeable rise in unemployment. This all should sound familiar because, again, globally synchronized.   

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/m9wym/register/n0rnxu7n
---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Inside the $1 TRILLION Shadow Banking Bomb That’s About to Blow 1258 1258 Inside the $1 TRILLION Shadow Banking Bomb That’s About to Blow full c7ed2ea9-6188-4f3f-97fe-b655ae176f1a https://share.transistor.fm/s/ac2d87b3 There is a debate raging on Wall Street and across the markets about what’s happening in private credit right now and what that might mean moving forward. We’ve gotten past the initial shock, the Tricolor and First Brands fiascos, the first round of hedge fund redemptions, so now what? Well, to begin with, there’s what banks are doing right now and then there are warnings still coming in from key players across the industry.  

Eurodollar University's Money & Macro Analysis

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page

Bloomberg Private Credit Woes Should Put Banks on Notice
https://www.bloomberg.com/opinion/articles/2025-12-05/banks-need-shoring-up-against-private-credit-risks

Bloomberg Private Credit ‘Hysteria’ Will Get Very Real Next Year
https://www.bloomberg.com/opinion/articles/2025-12-01/private-credit-risk-apollo-ceo-hysteria-claim-is-not-totally-right

Bloomberg Private Credit’s Sketchy Marks Get Warning Shot From Wall Street’s Top Cop
https://www.bloomberg.com/news/articles/2025-11-25/private-credit-s-sketchy-marks-get-warning-shot-from-wall-street-s-top-cop

Bloomberg Private Credit on Defensive Again Over ‘Mark-to-Myth’ Study
https://www.bloomberg.com/news/articles/2025-10-16/private-credit-on-the-defensive-again-over-mark-to-myth-study

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> There is a debate raging on Wall Street and across the markets about what’s happening in private credit right now and what that might mean moving forward. We’ve gotten past the initial shock, the Tricolor and First Brands fiascos, the first round of hedge fund redemptions, so now what? Well, to begin with, there’s what banks are doing right now and then there are warnings still coming in from key players across the industry.  

Eurodollar University's Money & Macro Analysis

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page

Bloomberg Private Credit Woes Should Put Banks on Notice
https://www.bloomberg.com/opinion/articles/2025-12-05/banks-need-shoring-up-against-private-credit-risks

Bloomberg Private Credit ‘Hysteria’ Will Get Very Real Next Year
https://www.bloomberg.com/opinion/articles/2025-12-01/private-credit-risk-apollo-ceo-hysteria-claim-is-not-totally-right

Bloomberg Private Credit’s Sketchy Marks Get Warning Shot From Wall Street’s Top Cop
https://www.bloomberg.com/news/articles/2025-11-25/private-credit-s-sketchy-marks-get-warning-shot-from-wall-street-s-top-cop

Bloomberg Private Credit on Defensive Again Over ‘Mark-to-Myth’ Study
https://www.bloomberg.com/news/articles/2025-10-16/private-credit-on-the-defensive-again-over-mark-to-myth-study

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 09 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1272 There is a debate raging on Wall Street and across the markets about what’s happening in private credit right now and what that might mean moving forward. We’ve gotten past the initial shock, the Tricolor and First Brands fiascos, the first round of hedge fund redemptions, so now what? Well, to begin with, there’s what banks are doing right now and then there are warnings still coming in from key players across the industry.  

Eurodollar University's Money & Macro Analysis

If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: 

https://eurodollar-university.com/event-home-page

Bloomberg Private Credit Woes Should Put Banks on Notice
https://www.bloomberg.com/opinion/articles/2025-12-05/banks-need-shoring-up-against-private-credit-risks

Bloomberg Private Credit ‘Hysteria’ Will Get Very Real Next Year
https://www.bloomberg.com/opinion/articles/2025-12-01/private-credit-risk-apollo-ceo-hysteria-claim-is-not-totally-right

Bloomberg Private Credit’s Sketchy Marks Get Warning Shot From Wall Street’s Top Cop
https://www.bloomberg.com/news/articles/2025-11-25/private-credit-s-sketchy-marks-get-warning-shot-from-wall-street-s-top-cop

Bloomberg Private Credit on Defensive Again Over ‘Mark-to-Myth’ Study
https://www.bloomberg.com/news/articles/2025-10-16/private-credit-on-the-defensive-again-over-mark-to-myth-study

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Is the Scariest Consumer Data I’ve Ever Seen 1257 1257 This Is the Scariest Consumer Data I’ve Ever Seen full 7592e0d8-4928-4962-8bcb-2b127dc8154d https://share.transistor.fm/s/746a2c35 The most important funding system in the world is flashing warning signals. Most people won't notice until it's too late.

I'm hosting a free webinar to break down what's happening and what it means for your portfolio.  https://event.webinarjam.com/channel/risks

--------------------------------------------------------------------------------
Automotive insurance claims are estimated to have dropped around 9% so far this year. That sounds like a good thing, but it’s an ominous sign. There haven’t been fewer car accidents, instead more people just can’t afford car insurance. Just recently, Gallup found at its midseason Christmas update, holiday shopping plans plummeted by a record amount. More than during late 2008. Why? Same reason people aren’t buying car insurance. There are no jobs and not nearly enough income.  

Eurodollar University's Money & Macro Analysis

Gallup Economic Confidence Slips; Holiday Spending Plans Plummet
https://news.gallup.com/poll/699311/economic-confidence-slips-holiday-spending-plans-plummet.aspx

Bloomberg More Americans Are Skipping Car Insurance to Save Money
https://www.bloomberg.com/news/newsletters/2025-12-05/more-americans-are-skipping-car-insurance-to-save-money

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The most important funding system in the world is flashing warning signals. Most people won't notice until it's too late.

I'm hosting a free webinar to break down what's happening and what it means for your portfolio.  https://event.webinarjam.com/channel/risks

--------------------------------------------------------------------------------
Automotive insurance claims are estimated to have dropped around 9% so far this year. That sounds like a good thing, but it’s an ominous sign. There haven’t been fewer car accidents, instead more people just can’t afford car insurance. Just recently, Gallup found at its midseason Christmas update, holiday shopping plans plummeted by a record amount. More than during late 2008. Why? Same reason people aren’t buying car insurance. There are no jobs and not nearly enough income.  

Eurodollar University's Money & Macro Analysis

Gallup Economic Confidence Slips; Holiday Spending Plans Plummet
https://news.gallup.com/poll/699311/economic-confidence-slips-holiday-spending-plans-plummet.aspx

Bloomberg More Americans Are Skipping Car Insurance to Save Money
https://www.bloomberg.com/news/newsletters/2025-12-05/more-americans-are-skipping-car-insurance-to-save-money

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 08 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1273 The most important funding system in the world is flashing warning signals. Most people won't notice until it's too late.

I'm hosting a free webinar to break down what's happening and what it means for your portfolio.  https://event.webinarjam.com/channel/risks

--------------------------------------------------------------------------------
Automotive insurance claims are estimated to have dropped around 9% so far this year. That sounds like a good thing, but it’s an ominous sign. There haven’t been fewer car accidents, instead more people just can’t afford car insurance. Just recently, Gallup found at its midseason Christmas update, holiday shopping plans plummeted by a record amount. More than during late 2008. Why? Same reason people aren’t buying car insurance. There are no jobs and not nearly enough income.  

Eurodollar University's Money & Macro Analysis

Gallup Economic Confidence Slips; Holiday Spending Plans Plummet
https://news.gallup.com/poll/699311/economic-confidence-slips-holiday-spending-plans-plummet.aspx

Bloomberg More Americans Are Skipping Car Insurance to Save Money
https://www.bloomberg.com/news/newsletters/2025-12-05/more-americans-are-skipping-car-insurance-to-save-money

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe What Just Happened in Japan 1256 1256 You Won’t Believe What Just Happened in Japan full 45fb4a45-b9f9-4e78-9919-a0f3c8796b0d https://share.transistor.fm/s/51224576 The yen has made a huge move over the past seven months and no one can figure out why. According to every mainstream economic theory, JPY should be soaring not sinking. It’s got the government in Tokyo hollering about currency intervention claiming there is no fundamental reason for the yen’s plight. Except, there is and we just got more confirmation as household spending there utterly plunged in September and October. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/m9wym/register/n0rnxu7n
---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The yen has made a huge move over the past seven months and no one can figure out why. According to every mainstream economic theory, JPY should be soaring not sinking. It’s got the government in Tokyo hollering about currency intervention claiming there is no fundamental reason for the yen’s plight. Except, there is and we just got more confirmation as household spending there utterly plunged in September and October. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/m9wym/register/n0rnxu7n
---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 07 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1146 The yen has made a huge move over the past seven months and no one can figure out why. According to every mainstream economic theory, JPY should be soaring not sinking. It’s got the government in Tokyo hollering about currency intervention claiming there is no fundamental reason for the yen’s plight. Except, there is and we just got more confirmation as household spending there utterly plunged in September and October. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/m9wym/register/n0rnxu7n
---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Most Important Economic Revision in Years Just Happened 1255 1255 The Most Important Economic Revision in Years Just Happened full e520ce7d-26e2-4fb4-9326-d3c1defb5cac https://share.transistor.fm/s/fad9a73b After weeks of speculation, back and forth over bad theories on inflation and what seemed to be a steady stream of hawk-sounding Fed policymakers, the market has spoken. We know right now what the FOMC is going to do next Wednesday. But what comes after that is still somewhat up in the air, though not nearly as much as you might think given all the noise recently.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/m9wym/register/n0rnxu7n
---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> After weeks of speculation, back and forth over bad theories on inflation and what seemed to be a steady stream of hawk-sounding Fed policymakers, the market has spoken. We know right now what the FOMC is going to do next Wednesday. But what comes after that is still somewhat up in the air, though not nearly as much as you might think given all the noise recently.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/m9wym/register/n0rnxu7n
---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 05 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1256 After weeks of speculation, back and forth over bad theories on inflation and what seemed to be a steady stream of hawk-sounding Fed policymakers, the market has spoken. We know right now what the FOMC is going to do next Wednesday. But what comes after that is still somewhat up in the air, though not nearly as much as you might think given all the noise recently.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------
EDU's Webinar Series
Thursday December 17, 6pm ET

A Trillion-Dollar Eurodollar Bomb is going Off on Wall Street

The most important funding system in the world is flashing warning signals, and almost no one is paying attention.
https://event.webinarjam.com/m9wym/register/n0rnxu7n
---------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Is the First Time in 50 YEARS We’ve Seen This Happen… 1254 1254 This Is the First Time in 50 YEARS We’ve Seen This Happen… full b065eea7-e367-4188-8022-82d43e0c5951 https://share.transistor.fm/s/c319802c November now makes three of the last four months and four of the last six with negative private payrolls. According to ADP, the US private economy shed 32k jobs last month, the most yet in the cycle. And it turns the 6m average negative for the first time, so serious problems in labor – which are creating bigger ones in the housing market. According to the latest official numbers from the government, home prices fell for the fourth time in the last five months and that brought the annual rate of change down to the lowest since February 2012. Yes, February 2012, the bottom of the housing bust. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
--------------------------------------------------------------------------------------------------------------------

Federal Reserve Beige Book November 2025
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20251126.pdf

Bloomberg A Historic Housing Disconnect Is Forcing Prices Down
https://www.bloomberg.com/opinion/articles/2025-12-01/a-housing-disconnect-points-to-lower-prices


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> November now makes three of the last four months and four of the last six with negative private payrolls. According to ADP, the US private economy shed 32k jobs last month, the most yet in the cycle. And it turns the 6m average negative for the first time, so serious problems in labor – which are creating bigger ones in the housing market. According to the latest official numbers from the government, home prices fell for the fourth time in the last five months and that brought the annual rate of change down to the lowest since February 2012. Yes, February 2012, the bottom of the housing bust. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
--------------------------------------------------------------------------------------------------------------------

Federal Reserve Beige Book November 2025
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20251126.pdf

Bloomberg A Historic Housing Disconnect Is Forcing Prices Down
https://www.bloomberg.com/opinion/articles/2025-12-01/a-housing-disconnect-points-to-lower-prices


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 04 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1129 November now makes three of the last four months and four of the last six with negative private payrolls. According to ADP, the US private economy shed 32k jobs last month, the most yet in the cycle. And it turns the 6m average negative for the first time, so serious problems in labor – which are creating bigger ones in the housing market. According to the latest official numbers from the government, home prices fell for the fourth time in the last five months and that brought the annual rate of change down to the lowest since February 2012. Yes, February 2012, the bottom of the housing bust. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
--------------------------------------------------------------------------------------------------------------------

Federal Reserve Beige Book November 2025
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20251126.pdf

Bloomberg A Historic Housing Disconnect Is Forcing Prices Down
https://www.bloomberg.com/opinion/articles/2025-12-01/a-housing-disconnect-points-to-lower-prices


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Company With Better Data Than the Government Just Sent a Dire Warning 1253 1253 The Company With Better Data Than the Government Just Sent a Dire Warning full 5bc2babd-c23c-43d9-abbf-b5e96c63171b https://share.transistor.fm/s/45740a87 Consumer products giant Proctor & Gamble just came out with an unusual warning about its core business, consumer products meaning consumers. The maker of Tide detergent, Mr. Clean, Pampers, Gilette and whole bunch of other brands you use every single day just said that sales were down “significantly” in October and that it likely continued right on through November. This tracks with where Christmas holiday shopping has been so far with Black Friday and Cyber Monday.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg P&G Warns US Sales Down ‘Significantly’ Entering Current Quarter
https://www.bloomberg.com/news/articles/2025-12-02/p-g-warns-us-sales-down-significantly-entering-current-quarter

Bloomberg Cyber Monday Spending Pace Lags Black Friday for Second Year
https://www.bloomberg.com/news/articles/2025-12-02/cyber-monday-online-spending-in-us-increases-7-1

CNN You’re paying more for less this shopping season. Now there’s proof
https://www.cnn.com/2025/12/01/business/black-friday-shoppers-holiday-season

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Consumer products giant Proctor & Gamble just came out with an unusual warning about its core business, consumer products meaning consumers. The maker of Tide detergent, Mr. Clean, Pampers, Gilette and whole bunch of other brands you use every single day just said that sales were down “significantly” in October and that it likely continued right on through November. This tracks with where Christmas holiday shopping has been so far with Black Friday and Cyber Monday.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg P&G Warns US Sales Down ‘Significantly’ Entering Current Quarter
https://www.bloomberg.com/news/articles/2025-12-02/p-g-warns-us-sales-down-significantly-entering-current-quarter

Bloomberg Cyber Monday Spending Pace Lags Black Friday for Second Year
https://www.bloomberg.com/news/articles/2025-12-02/cyber-monday-online-spending-in-us-increases-7-1

CNN You’re paying more for less this shopping season. Now there’s proof
https://www.cnn.com/2025/12/01/business/black-friday-shoppers-holiday-season

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 03 Dec 2025 14:54:55 -0500 Jeff Snider Jeff Snider 1250 Consumer products giant Proctor & Gamble just came out with an unusual warning about its core business, consumer products meaning consumers. The maker of Tide detergent, Mr. Clean, Pampers, Gilette and whole bunch of other brands you use every single day just said that sales were down “significantly” in October and that it likely continued right on through November. This tracks with where Christmas holiday shopping has been so far with Black Friday and Cyber Monday.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg P&G Warns US Sales Down ‘Significantly’ Entering Current Quarter
https://www.bloomberg.com/news/articles/2025-12-02/p-g-warns-us-sales-down-significantly-entering-current-quarter

Bloomberg Cyber Monday Spending Pace Lags Black Friday for Second Year
https://www.bloomberg.com/news/articles/2025-12-02/cyber-monday-online-spending-in-us-increases-7-1

CNN You’re paying more for less this shopping season. Now there’s proof
https://www.cnn.com/2025/12/01/business/black-friday-shoppers-holiday-season

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Holy Sh*t… Did You See What Just Happened in The Markets?! 1252 1252 Holy Sh*t… Did You See What Just Happened in The Markets?! full b8c2e724-4849-45c3-9326-74cb4fabc11f https://share.transistor.fm/s/4016b651 December begins with a decided risk-off mood in financial markets, led by more painful liquidations in crypto. Bitcoin starts off the month with a nearly 7% drop to what would be a new recent low. Why? Economic woes continue to dominate concerns. Starting with Chicago, ISM’s regional business barometer put up its largest single month decline in new orders in more than two years. Backlogs crashed by nearly 22 points to the lowest since March 2009. Its employment index fell to the worst since May 2009, with not a single respondent saying it had increased employment last month. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------------------------
Eurodollar University's AFTER BLACK FRIDAY SALE
Get our DDA+ subscription including the DDA, a membership, and the Daily Briefing for one ultra-low price. Not only that, we'll also include the Substack One Big Weekly Theme subscription to. Huge value and huge savings. 
https://https://www.eurodollar.university/black-friday-2025
---------------------------------------------------------------------------------------------------------------------

ISM Chicago Business Barometer November 2025
https://drive.google.com/file/d/1N7xXT_P4Z_g7u0dJYI_kOYkSk1fcvLcQ/view

ISM Manufacturing November 2025
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/pmi/november/

S&P Global Press Releases
https://www.pmi.spglobal.com/public/release/pressreleases

Bloomberg Small Businesses Turn to Lending Startups as Tariff Costs Mount
https://www.bloomberg.com/news/articles/2025-09-15/tariffs-drive-small-importers-to-costly-loans-as-lending-startups-surge

Bloomberg First Brands’ Blowup Puts Trade Finance in Spotlight
https://www.bloomberg.com/news/newsletters/2025-10-19/first-brands-blowup-puts-trade-finance-in-spotlight-jnj-jpm-ubs-jef

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> December begins with a decided risk-off mood in financial markets, led by more painful liquidations in crypto. Bitcoin starts off the month with a nearly 7% drop to what would be a new recent low. Why? Economic woes continue to dominate concerns. Starting with Chicago, ISM’s regional business barometer put up its largest single month decline in new orders in more than two years. Backlogs crashed by nearly 22 points to the lowest since March 2009. Its employment index fell to the worst since May 2009, with not a single respondent saying it had increased employment last month. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------------------------
Eurodollar University's AFTER BLACK FRIDAY SALE
Get our DDA+ subscription including the DDA, a membership, and the Daily Briefing for one ultra-low price. Not only that, we'll also include the Substack One Big Weekly Theme subscription to. Huge value and huge savings. 
https://https://www.eurodollar.university/black-friday-2025
---------------------------------------------------------------------------------------------------------------------

ISM Chicago Business Barometer November 2025
https://drive.google.com/file/d/1N7xXT_P4Z_g7u0dJYI_kOYkSk1fcvLcQ/view

ISM Manufacturing November 2025
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/pmi/november/

S&P Global Press Releases
https://www.pmi.spglobal.com/public/release/pressreleases

Bloomberg Small Businesses Turn to Lending Startups as Tariff Costs Mount
https://www.bloomberg.com/news/articles/2025-09-15/tariffs-drive-small-importers-to-costly-loans-as-lending-startups-surge

Bloomberg First Brands’ Blowup Puts Trade Finance in Spotlight
https://www.bloomberg.com/news/newsletters/2025-10-19/first-brands-blowup-puts-trade-finance-in-spotlight-jnj-jpm-ubs-jef

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 02 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1285 December begins with a decided risk-off mood in financial markets, led by more painful liquidations in crypto. Bitcoin starts off the month with a nearly 7% drop to what would be a new recent low. Why? Economic woes continue to dominate concerns. Starting with Chicago, ISM’s regional business barometer put up its largest single month decline in new orders in more than two years. Backlogs crashed by nearly 22 points to the lowest since March 2009. Its employment index fell to the worst since May 2009, with not a single respondent saying it had increased employment last month. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------------------------
Eurodollar University's AFTER BLACK FRIDAY SALE
Get our DDA+ subscription including the DDA, a membership, and the Daily Briefing for one ultra-low price. Not only that, we'll also include the Substack One Big Weekly Theme subscription to. Huge value and huge savings. 
https://https://www.eurodollar.university/black-friday-2025
---------------------------------------------------------------------------------------------------------------------

ISM Chicago Business Barometer November 2025
https://drive.google.com/file/d/1N7xXT_P4Z_g7u0dJYI_kOYkSk1fcvLcQ/view

ISM Manufacturing November 2025
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/pmi/november/

S&P Global Press Releases
https://www.pmi.spglobal.com/public/release/pressreleases

Bloomberg Small Businesses Turn to Lending Startups as Tariff Costs Mount
https://www.bloomberg.com/news/articles/2025-09-15/tariffs-drive-small-importers-to-costly-loans-as-lending-startups-surge

Bloomberg First Brands’ Blowup Puts Trade Finance in Spotlight
https://www.bloomberg.com/news/newsletters/2025-10-19/first-brands-blowup-puts-trade-finance-in-spotlight-jnj-jpm-ubs-jef

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The REAL Crisis Just Started (And the Fed Is Hiding It) 1251 1251 The REAL Crisis Just Started (And the Fed Is Hiding It) full 27cacaf3-59f8-40af-bb4f-194db9e8797e https://share.transistor.fm/s/06ac7f0d HP becomes the latest big name to announce major layoffs, said to be around 6000 more white collar jobs. It’s getting to the point where despite all the mainstream and social media attention, call it fixation, on the tariff inflation faction at the Fed, the latest economic update from the central bank has almost nothing in it about that. Instead, it’s cover-to-cover with worries about HP, Amazon, and all the smaller businesses we never hear about who nonetheless are finding themselves on the same part of the flat Beveridge curve. 

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------------------------------------------------------------------
Eurodollar University's EARLY BLACK FRIDAY SALE
Get our DDA+ subscription including the DDA, a membership, and the Daily Briefing for one ultra-low price. Not only that, we'll also include the Substack One Big Weekly Theme subscription to. Huge value and huge savings. 

https://https://www.eurodollar.university/black-friday-2025
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> HP becomes the latest big name to announce major layoffs, said to be around 6000 more white collar jobs. It’s getting to the point where despite all the mainstream and social media attention, call it fixation, on the tariff inflation faction at the Fed, the latest economic update from the central bank has almost nothing in it about that. Instead, it’s cover-to-cover with worries about HP, Amazon, and all the smaller businesses we never hear about who nonetheless are finding themselves on the same part of the flat Beveridge curve. 

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------------------------------------------------------------------
Eurodollar University's EARLY BLACK FRIDAY SALE
Get our DDA+ subscription including the DDA, a membership, and the Daily Briefing for one ultra-low price. Not only that, we'll also include the Substack One Big Weekly Theme subscription to. Huge value and huge savings. 

https://https://www.eurodollar.university/black-friday-2025
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 01 Dec 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1046 HP becomes the latest big name to announce major layoffs, said to be around 6000 more white collar jobs. It’s getting to the point where despite all the mainstream and social media attention, call it fixation, on the tariff inflation faction at the Fed, the latest economic update from the central bank has almost nothing in it about that. Instead, it’s cover-to-cover with worries about HP, Amazon, and all the smaller businesses we never hear about who nonetheless are finding themselves on the same part of the flat Beveridge curve. 

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------------------------------------------------------------------
Eurodollar University's EARLY BLACK FRIDAY SALE
Get our DDA+ subscription including the DDA, a membership, and the Daily Briefing for one ultra-low price. Not only that, we'll also include the Substack One Big Weekly Theme subscription to. Huge value and huge savings. 

https://https://www.eurodollar.university/black-friday-2025
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WTF! You Won’t Believe What China Just Did to the Dollar 1250 1250 WTF! You Won’t Believe What China Just Did to the Dollar full ad82a1f0-6b0b-4682-a779-aef050c698b7 https://share.transistor.fm/s/6c8d6b20 China sold a record amount of Treasuries last quarter, which is actually more confirmation of the monetary tightening story over the summer which is now spilling out into the mainstream in the form of elevated repo rates, SOFR, and repo borrowing from the Fed. At the same time and for very much related reasons, private foreign counterparties were buying huge amounts of, yes, US Treasuries. There was no rejection at all, quite the contrary all of it pointing to growing expectations for the fallout from flat Beveridge. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------------------------------------------
Eurodollar University's EARLY BLACK FRIDAY SALE
Get our DDA+ subscription including the DDA, a membership, and the Daily Briefing for one ultra-low price. Not only that, we'll also include the Substack One Big Weekly Theme subscription to. Huge value and huge savings. 
https://https://www.eurodollar.university/black-friday-2025
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> China sold a record amount of Treasuries last quarter, which is actually more confirmation of the monetary tightening story over the summer which is now spilling out into the mainstream in the form of elevated repo rates, SOFR, and repo borrowing from the Fed. At the same time and for very much related reasons, private foreign counterparties were buying huge amounts of, yes, US Treasuries. There was no rejection at all, quite the contrary all of it pointing to growing expectations for the fallout from flat Beveridge. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------------------------------------------
Eurodollar University's EARLY BLACK FRIDAY SALE
Get our DDA+ subscription including the DDA, a membership, and the Daily Briefing for one ultra-low price. Not only that, we'll also include the Substack One Big Weekly Theme subscription to. Huge value and huge savings. 
https://https://www.eurodollar.university/black-friday-2025
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 30 Nov 2025 11:51:21 -0500 Jeff Snider Jeff Snider 1250 China sold a record amount of Treasuries last quarter, which is actually more confirmation of the monetary tightening story over the summer which is now spilling out into the mainstream in the form of elevated repo rates, SOFR, and repo borrowing from the Fed. At the same time and for very much related reasons, private foreign counterparties were buying huge amounts of, yes, US Treasuries. There was no rejection at all, quite the contrary all of it pointing to growing expectations for the fallout from flat Beveridge. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------------------------------------------
Eurodollar University's EARLY BLACK FRIDAY SALE
Get our DDA+ subscription including the DDA, a membership, and the Daily Briefing for one ultra-low price. Not only that, we'll also include the Substack One Big Weekly Theme subscription to. Huge value and huge savings. 
https://https://www.eurodollar.university/black-friday-2025
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No OMG! You Won’t Believe What Just Happened in the Repo Market 1249 1249 OMG! You Won’t Believe What Just Happened in the Repo Market full 65fb3fa2-8ec5-463b-aab8-85e358eb9ce0 https://share.transistor.fm/s/884088d0 Repo. It’s back. Or more accurately, never really left. When we last left off with it, things were calming down which is not unusual in these circumstances. That didn’t mean it was a one-time, one-off matter, just that in the middle of the month there isn’t a whole lot going on. But now with the Thanksgiving holiday here and December approaching, repo rates are up, borrowing from the Fed is back, and in related developments the hedge fund-private credit world is getting spicier.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
Eurodollar University's EARLY BLACK FRIDAY SALE
Get our DDA+ subscription including the DDA, a membership, and the Daily Briefing for one ultra-low price. Not only that, we'll also include the Substack One Big Weekly Theme subscription to. Huge value and huge savings. 
https://https://www.eurodollar.university/black-friday-2025
---------------------------------------------------------------------------------------------------------------------

Bloomberg UBS Boss Is Right on Private Credit Rating Risks
https://www.bloomberg.com/opinion/articles/2025-11-06/ubs-boss-scores-one-for-banks-over-private-credit

BIS The transformation of the life insurance industry: systemic risks and policy challenges
https://www.bis.org/publ/bppdf/bispap161.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Repo. It’s back. Or more accurately, never really left. When we last left off with it, things were calming down which is not unusual in these circumstances. That didn’t mean it was a one-time, one-off matter, just that in the middle of the month there isn’t a whole lot going on. But now with the Thanksgiving holiday here and December approaching, repo rates are up, borrowing from the Fed is back, and in related developments the hedge fund-private credit world is getting spicier.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
Eurodollar University's EARLY BLACK FRIDAY SALE
Get our DDA+ subscription including the DDA, a membership, and the Daily Briefing for one ultra-low price. Not only that, we'll also include the Substack One Big Weekly Theme subscription to. Huge value and huge savings. 
https://https://www.eurodollar.university/black-friday-2025
---------------------------------------------------------------------------------------------------------------------

Bloomberg UBS Boss Is Right on Private Credit Rating Risks
https://www.bloomberg.com/opinion/articles/2025-11-06/ubs-boss-scores-one-for-banks-over-private-credit

BIS The transformation of the life insurance industry: systemic risks and policy challenges
https://www.bis.org/publ/bppdf/bispap161.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 27 Nov 2025 10:05:07 -0500 Jeff Snider Jeff Snider 1212 Repo. It’s back. Or more accurately, never really left. When we last left off with it, things were calming down which is not unusual in these circumstances. That didn’t mean it was a one-time, one-off matter, just that in the middle of the month there isn’t a whole lot going on. But now with the Thanksgiving holiday here and December approaching, repo rates are up, borrowing from the Fed is back, and in related developments the hedge fund-private credit world is getting spicier.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
Eurodollar University's EARLY BLACK FRIDAY SALE
Get our DDA+ subscription including the DDA, a membership, and the Daily Briefing for one ultra-low price. Not only that, we'll also include the Substack One Big Weekly Theme subscription to. Huge value and huge savings. 
https://https://www.eurodollar.university/black-friday-2025
---------------------------------------------------------------------------------------------------------------------

Bloomberg UBS Boss Is Right on Private Credit Rating Risks
https://www.bloomberg.com/opinion/articles/2025-11-06/ubs-boss-scores-one-for-banks-over-private-credit

BIS The transformation of the life insurance industry: systemic risks and policy challenges
https://www.bis.org/publ/bppdf/bispap161.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No OMG… Did You See What Just Happened to Interest Rates?! 1248 1248 OMG… Did You See What Just Happened to Interest Rates?! full 74a0167b-8c3a-4604-aa96-ec7451cd63e0 https://share.transistor.fm/s/3f5c1aa5 Despite half the Federal Reserve’s best efforts to take away the December rate cut, the bond market is signaling from top to bottom, back to front it doesn’t care one bit. The FOMC can spout off on tariff inflation, they can claim there is no way they’ll support lowering rates next month, yields are going down and taking inflation expectations with them. The bond market is making big moves despite KC Jeff and his federal funds band.   

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------------------------------------------
Eurodollar University's EARLY BLACK FRIDAY SALE
Get our DDA+ subscription including the DDA, a membership, and the Daily Briefing for one ultra-low price. Not only that, we'll also include the Substack One Big Weekly Theme subscription to. Huge value and huge savings. 
https://https://www.eurodollar.university/black-friday-2025
---------------------------------------------------------------------------------------------------------------------

Conference Board US Consumer Confidence Fell Sharply in November
https://www.conference-board.org/topics/consumer-confidence/

Bloomberg Retail Sales Lost Steam in September as Shoppers Pulled Back
https://www.bloomberg.com/news/articles/2025-11-25/us-retail-sales-rose-0-2-in-september-as-consumers-pulled-back

CNBC Core wholesale prices rose less than expected in September; retail sales gain
https://www.cnbc.com/2025/11/25/core-wholesale-prices-rose-less-than-expected-in-september-retail-sales-gain.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Despite half the Federal Reserve’s best efforts to take away the December rate cut, the bond market is signaling from top to bottom, back to front it doesn’t care one bit. The FOMC can spout off on tariff inflation, they can claim there is no way they’ll support lowering rates next month, yields are going down and taking inflation expectations with them. The bond market is making big moves despite KC Jeff and his federal funds band.   

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------------------------------------------
Eurodollar University's EARLY BLACK FRIDAY SALE
Get our DDA+ subscription including the DDA, a membership, and the Daily Briefing for one ultra-low price. Not only that, we'll also include the Substack One Big Weekly Theme subscription to. Huge value and huge savings. 
https://https://www.eurodollar.university/black-friday-2025
---------------------------------------------------------------------------------------------------------------------

Conference Board US Consumer Confidence Fell Sharply in November
https://www.conference-board.org/topics/consumer-confidence/

Bloomberg Retail Sales Lost Steam in September as Shoppers Pulled Back
https://www.bloomberg.com/news/articles/2025-11-25/us-retail-sales-rose-0-2-in-september-as-consumers-pulled-back

CNBC Core wholesale prices rose less than expected in September; retail sales gain
https://www.cnbc.com/2025/11/25/core-wholesale-prices-rose-less-than-expected-in-september-retail-sales-gain.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 26 Nov 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1188 Despite half the Federal Reserve’s best efforts to take away the December rate cut, the bond market is signaling from top to bottom, back to front it doesn’t care one bit. The FOMC can spout off on tariff inflation, they can claim there is no way they’ll support lowering rates next month, yields are going down and taking inflation expectations with them. The bond market is making big moves despite KC Jeff and his federal funds band.   

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------------------------------------------
Eurodollar University's EARLY BLACK FRIDAY SALE
Get our DDA+ subscription including the DDA, a membership, and the Daily Briefing for one ultra-low price. Not only that, we'll also include the Substack One Big Weekly Theme subscription to. Huge value and huge savings. 
https://https://www.eurodollar.university/black-friday-2025
---------------------------------------------------------------------------------------------------------------------

Conference Board US Consumer Confidence Fell Sharply in November
https://www.conference-board.org/topics/consumer-confidence/

Bloomberg Retail Sales Lost Steam in September as Shoppers Pulled Back
https://www.bloomberg.com/news/articles/2025-11-25/us-retail-sales-rose-0-2-in-september-as-consumers-pulled-back

CNBC Core wholesale prices rose less than expected in September; retail sales gain
https://www.cnbc.com/2025/11/25/core-wholesale-prices-rose-less-than-expected-in-september-retail-sales-gain.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Holy Sh*t… Did You See What Just Happened to India’s Currency?! 1247 1247 Holy Sh*t… Did You See What Just Happened to India’s Currency?! full 57a7e4be-1095-497d-b435-15ae0d102550 https://share.transistor.fm/s/e31d345a India’s rupee broke, plunging and I mean plunging Friday to a new record low and once again embarrassing the country’s central bank which had been intervening heavily for the past month. The funny thing is, there really wasn’t much of a trigger to it, at least not on the surface. The rupee continues to be a major global bellwether that often has less to do with India specifically. This once again appears to be one of those cases especially with the dollar making big moves against other important currencies, too. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------
Get the free guide that breaks down the real economic signals behind America’s shrinking consumer demand, and how to protect your wealth before the slowdown hits your income:
 https://web.eurodollar-university.com/home
-------------------------------------------------------------------

Bloomberg Indian Rupee Sinks to All-Time Low as RBI’s Absence Sows ‘Panic’
https://www.bloomberg.com/news/articles/2025-11-21/indian-rupee-slides-to-record-low-on-delay-in-us-trade-deal

Bloomberg Korean Won Approaches Dollar-Sale Trigger Zone Before Rate Call
https://www.bloomberg.com/news/articles/2025-11-24/korean-won-approaches-dollar-sale-trigger-zone-before-rate-call

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> India’s rupee broke, plunging and I mean plunging Friday to a new record low and once again embarrassing the country’s central bank which had been intervening heavily for the past month. The funny thing is, there really wasn’t much of a trigger to it, at least not on the surface. The rupee continues to be a major global bellwether that often has less to do with India specifically. This once again appears to be one of those cases especially with the dollar making big moves against other important currencies, too. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------
Get the free guide that breaks down the real economic signals behind America’s shrinking consumer demand, and how to protect your wealth before the slowdown hits your income:
 https://web.eurodollar-university.com/home
-------------------------------------------------------------------

Bloomberg Indian Rupee Sinks to All-Time Low as RBI’s Absence Sows ‘Panic’
https://www.bloomberg.com/news/articles/2025-11-21/indian-rupee-slides-to-record-low-on-delay-in-us-trade-deal

Bloomberg Korean Won Approaches Dollar-Sale Trigger Zone Before Rate Call
https://www.bloomberg.com/news/articles/2025-11-24/korean-won-approaches-dollar-sale-trigger-zone-before-rate-call

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 25 Nov 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1193 India’s rupee broke, plunging and I mean plunging Friday to a new record low and once again embarrassing the country’s central bank which had been intervening heavily for the past month. The funny thing is, there really wasn’t much of a trigger to it, at least not on the surface. The rupee continues to be a major global bellwether that often has less to do with India specifically. This once again appears to be one of those cases especially with the dollar making big moves against other important currencies, too. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------
Get the free guide that breaks down the real economic signals behind America’s shrinking consumer demand, and how to protect your wealth before the slowdown hits your income:
 https://web.eurodollar-university.com/home
-------------------------------------------------------------------

Bloomberg Indian Rupee Sinks to All-Time Low as RBI’s Absence Sows ‘Panic’
https://www.bloomberg.com/news/articles/2025-11-21/indian-rupee-slides-to-record-low-on-delay-in-us-trade-deal

Bloomberg Korean Won Approaches Dollar-Sale Trigger Zone Before Rate Call
https://www.bloomberg.com/news/articles/2025-11-24/korean-won-approaches-dollar-sale-trigger-zone-before-rate-call

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Zillow Just Issued a Grim Warning to All Homeowners 1246 1246 Zillow Just Issued a Grim Warning to All Homeowners full a49aa85a-23f9-4210-9261-101784381191 https://share.transistor.fm/s/3ec95725 Over half of American homes lost value over the last year, the highest number since...2012. More importantly, even the media is catching on that something big changed this summer in real estate. The reason why the housing market is retreating isn't interest rates. Lower mortgage costs have not sparked a turnaround in the face of all expectations they would. 

Eurodollar University's Money & Macro Analysis

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

https://eurodollaruniversity.substack.com

Zillow 53% of U.S. homes lost value in the past year, the most since 2012
https://investors.zillowgroup.com/investors/news-and-events/news/news-details/2025/53-of-U-S--homes-lost-value-in-the-past-year-the-most-since-2012/default.aspx

Home Value Declines Spread, But Losses Since Last Sale Are Rare
https://www.zillow.com/research/home-value-decline-35724/

Bloomberg Job and Housing Stresses Are Caught in a Vicious Loop
https://www.bloomberg.com/opinion/articles/2025-11-21/job-and-housing-stresses-are-caught-in-a-vicious-loop

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Over half of American homes lost value over the last year, the highest number since...2012. More importantly, even the media is catching on that something big changed this summer in real estate. The reason why the housing market is retreating isn't interest rates. Lower mortgage costs have not sparked a turnaround in the face of all expectations they would. 

Eurodollar University's Money & Macro Analysis

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

https://eurodollaruniversity.substack.com

Zillow 53% of U.S. homes lost value in the past year, the most since 2012
https://investors.zillowgroup.com/investors/news-and-events/news/news-details/2025/53-of-U-S--homes-lost-value-in-the-past-year-the-most-since-2012/default.aspx

Home Value Declines Spread, But Losses Since Last Sale Are Rare
https://www.zillow.com/research/home-value-decline-35724/

Bloomberg Job and Housing Stresses Are Caught in a Vicious Loop
https://www.bloomberg.com/opinion/articles/2025-11-21/job-and-housing-stresses-are-caught-in-a-vicious-loop

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 24 Nov 2025 13:54:46 -0500 Jeff Snider Jeff Snider 1253 Over half of American homes lost value over the last year, the highest number since...2012. More importantly, even the media is catching on that something big changed this summer in real estate. The reason why the housing market is retreating isn't interest rates. Lower mortgage costs have not sparked a turnaround in the face of all expectations they would. 

Eurodollar University's Money & Macro Analysis

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

https://eurodollaruniversity.substack.com

Zillow 53% of U.S. homes lost value in the past year, the most since 2012
https://investors.zillowgroup.com/investors/news-and-events/news/news-details/2025/53-of-U-S--homes-lost-value-in-the-past-year-the-most-since-2012/default.aspx

Home Value Declines Spread, But Losses Since Last Sale Are Rare
https://www.zillow.com/research/home-value-decline-35724/

Bloomberg Job and Housing Stresses Are Caught in a Vicious Loop
https://www.bloomberg.com/opinion/articles/2025-11-21/job-and-housing-stresses-are-caught-in-a-vicious-loop

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Fallen Hedge Fund Just Confirmed the Next Financial Crisis 1245 1245 Fallen Hedge Fund Just Confirmed the Next Financial Crisis full b83843e0-d55e-40d7-8b04-21f0c8eb7c13 https://share.transistor.fm/s/a3f05972 Nvidia was a bust. Not the company’s earnings and forecasts, those were stellar. Instead, it didn’t provide the buying boost everyone thought it would. Stocks lost ground. Bitcoin continues to get hammered, down by a third in roughly six weeks. What is going on here? The answer, or answers, are coming from the cockroaches. There’s more to the Blue Owl hedge fund story. Plus, Bitcoin is correlating with what we call the triple hooks.   

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

CNBC Stocks tumble, Nasdaq closes 2% lower after stunning reversal in AI, Nvidia stocks
https://www.cnbc.com/2025/11/19/stock-market-today-live-updates.html

CNBC Blue Owl calls off merger of its two private credit funds after announcement rattles stock
https://www.cnbc.com/2025/11/19/blue-owl-calls-off-merger-of-its-two-private-credit-funds-after-announcement-rattles-stock-sources-say.html

Bloomberg Blue Owl Money Machine Sputters in Face of Private Credit Cracks
https://www.bloomberg.com/news/articles/2025-11-20/blue-owl-money-machine-sputters-in-face-of-private-credit-cracks

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Nvidia was a bust. Not the company’s earnings and forecasts, those were stellar. Instead, it didn’t provide the buying boost everyone thought it would. Stocks lost ground. Bitcoin continues to get hammered, down by a third in roughly six weeks. What is going on here? The answer, or answers, are coming from the cockroaches. There’s more to the Blue Owl hedge fund story. Plus, Bitcoin is correlating with what we call the triple hooks.   

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

CNBC Stocks tumble, Nasdaq closes 2% lower after stunning reversal in AI, Nvidia stocks
https://www.cnbc.com/2025/11/19/stock-market-today-live-updates.html

CNBC Blue Owl calls off merger of its two private credit funds after announcement rattles stock
https://www.cnbc.com/2025/11/19/blue-owl-calls-off-merger-of-its-two-private-credit-funds-after-announcement-rattles-stock-sources-say.html

Bloomberg Blue Owl Money Machine Sputters in Face of Private Credit Cracks
https://www.bloomberg.com/news/articles/2025-11-20/blue-owl-money-machine-sputters-in-face-of-private-credit-cracks

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 23 Nov 2025 10:48:43 -0500 Jeff Snider Jeff Snider 1283 Nvidia was a bust. Not the company’s earnings and forecasts, those were stellar. Instead, it didn’t provide the buying boost everyone thought it would. Stocks lost ground. Bitcoin continues to get hammered, down by a third in roughly six weeks. What is going on here? The answer, or answers, are coming from the cockroaches. There’s more to the Blue Owl hedge fund story. Plus, Bitcoin is correlating with what we call the triple hooks.   

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

CNBC Stocks tumble, Nasdaq closes 2% lower after stunning reversal in AI, Nvidia stocks
https://www.cnbc.com/2025/11/19/stock-market-today-live-updates.html

CNBC Blue Owl calls off merger of its two private credit funds after announcement rattles stock
https://www.cnbc.com/2025/11/19/blue-owl-calls-off-merger-of-its-two-private-credit-funds-after-announcement-rattles-stock-sources-say.html

Bloomberg Blue Owl Money Machine Sputters in Face of Private Credit Cracks
https://www.bloomberg.com/news/articles/2025-11-20/blue-owl-money-machine-sputters-in-face-of-private-credit-cracks

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Holy Sh*t! Walmart Just Revealed the Dire State of the Economy 1244 1244 Holy Sh*t! Walmart Just Revealed the Dire State of the Economy full 728d8d4a-4d27-465a-9ea9-0727439c97a9 https://share.transistor.fm/s/41a339df After Home Depot disappointed and Target got slammed, Walmart reported results that were above expectations because in this economic climate the Target and Home Depot’s losses are Walmart’s gains. And its strength came from all income brackets, though high-income Americans are increasingly turning to Walmart. That’s not good. But it does fit with the long-delayed payroll data that just came out, which you’ll be shocked to learn has another revision turning another monthly number negative. That makes two. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

FOMC October 2025 Minutes
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20251029.pdf

NBC News Walmart raises sales outlook, boosted by e-commerce and higher-income shoppers
https://www.nbcnews.com/business/business-news/walmart-earnings-ecommerce-rcna244853

CNBC Walmart hikes sales and earnings forecast as it attracts shoppers across incomes
https://www.cnbc.com/2025/11/20/walmart-wmt-q3-2026-earnings.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> After Home Depot disappointed and Target got slammed, Walmart reported results that were above expectations because in this economic climate the Target and Home Depot’s losses are Walmart’s gains. And its strength came from all income brackets, though high-income Americans are increasingly turning to Walmart. That’s not good. But it does fit with the long-delayed payroll data that just came out, which you’ll be shocked to learn has another revision turning another monthly number negative. That makes two. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

FOMC October 2025 Minutes
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20251029.pdf

NBC News Walmart raises sales outlook, boosted by e-commerce and higher-income shoppers
https://www.nbcnews.com/business/business-news/walmart-earnings-ecommerce-rcna244853

CNBC Walmart hikes sales and earnings forecast as it attracts shoppers across incomes
https://www.cnbc.com/2025/11/20/walmart-wmt-q3-2026-earnings.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 21 Nov 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1313 After Home Depot disappointed and Target got slammed, Walmart reported results that were above expectations because in this economic climate the Target and Home Depot’s losses are Walmart’s gains. And its strength came from all income brackets, though high-income Americans are increasingly turning to Walmart. That’s not good. But it does fit with the long-delayed payroll data that just came out, which you’ll be shocked to learn has another revision turning another monthly number negative. That makes two. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

FOMC October 2025 Minutes
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20251029.pdf

NBC News Walmart raises sales outlook, boosted by e-commerce and higher-income shoppers
https://www.nbcnews.com/business/business-news/walmart-earnings-ecommerce-rcna244853

CNBC Walmart hikes sales and earnings forecast as it attracts shoppers across incomes
https://www.cnbc.com/2025/11/20/walmart-wmt-q3-2026-earnings.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Home Depot Just Confirmed What NO ONE Wants to Admit About the Economy 1243 1243 Home Depot Just Confirmed What NO ONE Wants to Admit About the Economy full d1ad3fd0-d722-4947-998f-8991d796e37e https://share.transistor.fm/s/0c9a0df7 While everyone else is glued to Nvidia, the results from Home Depot and Target will have far more to say about the markets and a lot more. Plus others like TJ Maxx, Bitcoin and the surprising Fed minutes that has a lot to say about the status of December's rate cut.

Bloomberg Wary Stock Bulls Eye Walmart, Target for Clues to Consumer Health
https://www.bloomberg.com/news/newsletters/2025-11-17/wary-stock-bulls-eye-walmart-target-for-clues-to-consumer-health?srnd=phx-economics-v2

Economic Times TGT stock falls today as Target cuts guidance and predicts weak holiday sales
https://economictimes.indiatimes.com/news/international/us/tgt-stock-falls-today-as-target-cuts-guidance-and-predicts-weak-holiday-sales/articleshow/125437666.cms?from=mdr

Read more at:
https://economictimes.indiatimes.com/news/international/us/tgt-stock-falls-today-as-target-cuts-guidance-and-predicts-weak-holiday-sales/articleshow/125437666.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst

YahooFinance Target cuts earnings guidance, warns about high prices, and predicts a weak holiday season
https://finance.yahoo.com/news/target-cuts-earnings-guidance-warns-about-high-prices-and-predicts-a-weak-holiday-season-113001475.html

CNBC TJ Maxx and Marshalls owner hikes outlook as CEO says holiday season is off to a ‘strong start’
https://www.cnbc.com/2025/11/19/tjx-companies-tjx-earnings-q3-2026.html

FOMC Minutes
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20251029.pdf

]]> While everyone else is glued to Nvidia, the results from Home Depot and Target will have far more to say about the markets and a lot more. Plus others like TJ Maxx, Bitcoin and the surprising Fed minutes that has a lot to say about the status of December's rate cut.

Bloomberg Wary Stock Bulls Eye Walmart, Target for Clues to Consumer Health
https://www.bloomberg.com/news/newsletters/2025-11-17/wary-stock-bulls-eye-walmart-target-for-clues-to-consumer-health?srnd=phx-economics-v2

Economic Times TGT stock falls today as Target cuts guidance and predicts weak holiday sales
https://economictimes.indiatimes.com/news/international/us/tgt-stock-falls-today-as-target-cuts-guidance-and-predicts-weak-holiday-sales/articleshow/125437666.cms?from=mdr

Read more at:
https://economictimes.indiatimes.com/news/international/us/tgt-stock-falls-today-as-target-cuts-guidance-and-predicts-weak-holiday-sales/articleshow/125437666.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst

YahooFinance Target cuts earnings guidance, warns about high prices, and predicts a weak holiday season
https://finance.yahoo.com/news/target-cuts-earnings-guidance-warns-about-high-prices-and-predicts-a-weak-holiday-season-113001475.html

CNBC TJ Maxx and Marshalls owner hikes outlook as CEO says holiday season is off to a ‘strong start’
https://www.cnbc.com/2025/11/19/tjx-companies-tjx-earnings-q3-2026.html

FOMC Minutes
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20251029.pdf

]]> Thu, 20 Nov 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1485 While everyone else is glued to Nvidia, the results from Home Depot and Target will have far more to say about the markets and a lot more. Plus others like TJ Maxx, Bitcoin and the surprising Fed minutes that has a lot to say about the status of December's rate cut.

Bloomberg Wary Stock Bulls Eye Walmart, Target for Clues to Consumer Health
https://www.bloomberg.com/news/newsletters/2025-11-17/wary-stock-bulls-eye-walmart-target-for-clues-to-consumer-health?srnd=phx-economics-v2

Economic Times TGT stock falls today as Target cuts guidance and predicts weak holiday sales
https://economictimes.indiatimes.com/news/international/us/tgt-stock-falls-today-as-target-cuts-guidance-and-predicts-weak-holiday-sales/articleshow/125437666.cms?from=mdr

Read more at:
https://economictimes.indiatimes.com/news/international/us/tgt-stock-falls-today-as-target-cuts-guidance-and-predicts-weak-holiday-sales/articleshow/125437666.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst

YahooFinance Target cuts earnings guidance, warns about high prices, and predicts a weak holiday season
https://finance.yahoo.com/news/target-cuts-earnings-guidance-warns-about-high-prices-and-predicts-a-weak-holiday-season-113001475.html

CNBC TJ Maxx and Marshalls owner hikes outlook as CEO says holiday season is off to a ‘strong start’
https://www.cnbc.com/2025/11/19/tjx-companies-tjx-earnings-q3-2026.html

FOMC Minutes
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20251029.pdf

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No A Trillion-Dollar Time Bomb Just Went Off on Wall Street 1242 1242 A Trillion-Dollar Time Bomb Just Went Off on Wall Street full 53b2f9ac-51f2-4fcf-b1c3-4677c16771da https://share.transistor.fm/s/a5a62808 We went from the economy is strong and resilient, credit markets are fine reaching for yield to big names like Jamie Dimon and now so-called bond king Jeffrey Gundlach openly talking about cockroaches and garbage lending that are looking more like 2006 and 2007 every day. We’ve even got news of more hedge fund redemptions. Unlike a few months ago, now all of a sudden the possibilities seem plausible to people who forever refused to even consider the idea.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg Jeffrey Gundlach Warns of ‘Garbage Lending’ as Private Credit Booms
https://www.bloomberg.com/news/articles/2025-11-17/gundlach-slams-garbage-lending-in-private-credit-market

Bloomberg Blue Owl Plunges to 2023 Low After Blocking Exit From Fund
https://www.bloomberg.com/news/articles/2025-11-17/blue-owl-plunges-to-2023-low-after-blocking-exit-from-early-fund

Bloomberg Funding Market Strains Spur Wall Street Calls for More Action From Fed
https://www.bloomberg.com/news/articles/2025-11-13/funding-market-strains-spur-wall-street-calls-for-more-action-from-fed

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> We went from the economy is strong and resilient, credit markets are fine reaching for yield to big names like Jamie Dimon and now so-called bond king Jeffrey Gundlach openly talking about cockroaches and garbage lending that are looking more like 2006 and 2007 every day. We’ve even got news of more hedge fund redemptions. Unlike a few months ago, now all of a sudden the possibilities seem plausible to people who forever refused to even consider the idea.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg Jeffrey Gundlach Warns of ‘Garbage Lending’ as Private Credit Booms
https://www.bloomberg.com/news/articles/2025-11-17/gundlach-slams-garbage-lending-in-private-credit-market

Bloomberg Blue Owl Plunges to 2023 Low After Blocking Exit From Fund
https://www.bloomberg.com/news/articles/2025-11-17/blue-owl-plunges-to-2023-low-after-blocking-exit-from-early-fund

Bloomberg Funding Market Strains Spur Wall Street Calls for More Action From Fed
https://www.bloomberg.com/news/articles/2025-11-13/funding-market-strains-spur-wall-street-calls-for-more-action-from-fed

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 19 Nov 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1161 We went from the economy is strong and resilient, credit markets are fine reaching for yield to big names like Jamie Dimon and now so-called bond king Jeffrey Gundlach openly talking about cockroaches and garbage lending that are looking more like 2006 and 2007 every day. We’ve even got news of more hedge fund redemptions. Unlike a few months ago, now all of a sudden the possibilities seem plausible to people who forever refused to even consider the idea.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg Jeffrey Gundlach Warns of ‘Garbage Lending’ as Private Credit Booms
https://www.bloomberg.com/news/articles/2025-11-17/gundlach-slams-garbage-lending-in-private-credit-market

Bloomberg Blue Owl Plunges to 2023 Low After Blocking Exit From Fund
https://www.bloomberg.com/news/articles/2025-11-17/blue-owl-plunges-to-2023-low-after-blocking-exit-from-early-fund

Bloomberg Funding Market Strains Spur Wall Street Calls for More Action From Fed
https://www.bloomberg.com/news/articles/2025-11-13/funding-market-strains-spur-wall-street-calls-for-more-action-from-fed

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T!! Did you see what just happened in Europe 1241 1241 HOLY SH*T!! Did you see what just happened in Europe full 0b21a0e5-c89c-47f8-8c48-9e4ecda3ef0d https://share.transistor.fm/s/58c5c803 The European labor market is on the cusp of its own flat Beveridge moment. That danger was amplified by the third quarter contraction in the Swiss economy, which, as we know, is a key leading global indicator. And if all that wasn’t enough, a group of German Economists, of all people, just tore into the mainstream European narrative of Europe being in a good place. They even went so far as correctly, of course, crap all over the Berlin bazooka. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------
Get the free guide that breaks down the real economic signals behind America’s shrinking consumer demand, and how to protect your wealth before the slowdown hits your income:
 https://web.eurodollar-university.com/home
-------------------------------------------------------------------

euronews Weak eurozone growth meets flat jobs market as bankruptcies surge
https://www.euronews.com/business/2025/11/14/weak-eurozone-growth-meets-flat-jobs-market-as-bankruptcies-surge

Bloomberg Merz Advisers Revise 2026 German Growth Forecast to Below 1%
https://www.bloomberg.com/news/articles/2025-11-12/merz-advisers-revise-2026-german-growth-forecast-to-below-1

DW Germany news: Economic experts call for change of course
https://www.dw.com/en/germany-news-economic-experts-call-for-change-of-course/live-74708934

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The European labor market is on the cusp of its own flat Beveridge moment. That danger was amplified by the third quarter contraction in the Swiss economy, which, as we know, is a key leading global indicator. And if all that wasn’t enough, a group of German Economists, of all people, just tore into the mainstream European narrative of Europe being in a good place. They even went so far as correctly, of course, crap all over the Berlin bazooka. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------
Get the free guide that breaks down the real economic signals behind America’s shrinking consumer demand, and how to protect your wealth before the slowdown hits your income:
 https://web.eurodollar-university.com/home
-------------------------------------------------------------------

euronews Weak eurozone growth meets flat jobs market as bankruptcies surge
https://www.euronews.com/business/2025/11/14/weak-eurozone-growth-meets-flat-jobs-market-as-bankruptcies-surge

Bloomberg Merz Advisers Revise 2026 German Growth Forecast to Below 1%
https://www.bloomberg.com/news/articles/2025-11-12/merz-advisers-revise-2026-german-growth-forecast-to-below-1

DW Germany news: Economic experts call for change of course
https://www.dw.com/en/germany-news-economic-experts-call-for-change-of-course/live-74708934

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 18 Nov 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1110 The European labor market is on the cusp of its own flat Beveridge moment. That danger was amplified by the third quarter contraction in the Swiss economy, which, as we know, is a key leading global indicator. And if all that wasn’t enough, a group of German Economists, of all people, just tore into the mainstream European narrative of Europe being in a good place. They even went so far as correctly, of course, crap all over the Berlin bazooka. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------
Get the free guide that breaks down the real economic signals behind America’s shrinking consumer demand, and how to protect your wealth before the slowdown hits your income:
 https://web.eurodollar-university.com/home
-------------------------------------------------------------------

euronews Weak eurozone growth meets flat jobs market as bankruptcies surge
https://www.euronews.com/business/2025/11/14/weak-eurozone-growth-meets-flat-jobs-market-as-bankruptcies-surge

Bloomberg Merz Advisers Revise 2026 German Growth Forecast to Below 1%
https://www.bloomberg.com/news/articles/2025-11-12/merz-advisers-revise-2026-german-growth-forecast-to-below-1

DW Germany news: Economic experts call for change of course
https://www.dw.com/en/germany-news-economic-experts-call-for-change-of-course/live-74708934

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No New Chinese Data Reveals The Unthinkable 1240 1240 New Chinese Data Reveals The Unthinkable full 25908a52-d38f-4f21-ac4d-538cb3909614 https://share.transistor.fm/s/8eb1c35c An unprecedented slump in Chinese investment. That’s what one media outlet called it. I don’t think slump is the right word. Crash might be a more appropriate one. While that tends to be overused, the numbers show not in this case. Especially when they are backed up by a crash in household lending in China, too, as Chinese banks just put up more grim stats. And all of this confirmation of what I told you months ago, the something big has changed over there this summer. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg China’s Investment Crash Puzzles Economists and Threatens Growth
https://www.bloomberg.com/news/articles/2025-11-14/china-s-investment-crash-puzzles-economists-and-threatens-growth

Bloomberg PBOC Justifies Loan Slowdown Following Record Contraction
https://www.bloomberg.com/news/articles/2025-11-11/pboc-justifies-loan-slowdown-following-record-contraction

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> An unprecedented slump in Chinese investment. That’s what one media outlet called it. I don’t think slump is the right word. Crash might be a more appropriate one. While that tends to be overused, the numbers show not in this case. Especially when they are backed up by a crash in household lending in China, too, as Chinese banks just put up more grim stats. And all of this confirmation of what I told you months ago, the something big has changed over there this summer. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg China’s Investment Crash Puzzles Economists and Threatens Growth
https://www.bloomberg.com/news/articles/2025-11-14/china-s-investment-crash-puzzles-economists-and-threatens-growth

Bloomberg PBOC Justifies Loan Slowdown Following Record Contraction
https://www.bloomberg.com/news/articles/2025-11-11/pboc-justifies-loan-slowdown-following-record-contraction

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 17 Nov 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1140 An unprecedented slump in Chinese investment. That’s what one media outlet called it. I don’t think slump is the right word. Crash might be a more appropriate one. While that tends to be overused, the numbers show not in this case. Especially when they are backed up by a crash in household lending in China, too, as Chinese banks just put up more grim stats. And all of this confirmation of what I told you months ago, the something big has changed over there this summer. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg China’s Investment Crash Puzzles Economists and Threatens Growth
https://www.bloomberg.com/news/articles/2025-11-14/china-s-investment-crash-puzzles-economists-and-threatens-growth

Bloomberg PBOC Justifies Loan Slowdown Following Record Contraction
https://www.bloomberg.com/news/articles/2025-11-11/pboc-justifies-loan-slowdown-following-record-contraction

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Holy Sh*t...Did You See What Just Happened In The Market!? 1239 1239 Holy Sh*t...Did You See What Just Happened In The Market!? full e169535c-6137-4093-9ff3-8308b8da37db https://share.transistor.fm/s/28521209 Big moves across the risk markets this week. Bitcoin and crypto hammered. Repo back on the menu. WTI full contango (briefly). Plus, top officials at the New York Fed soft confirming the start of the next  not-QE QE. What does it all mean?

Eurodollar University's conversation w/Steve Van Metre

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise.  With our memberships, we’ll fill in everything that you’ve been missing. 

https://eurodollar.university/memberships 

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Big moves across the risk markets this week. Bitcoin and crypto hammered. Repo back on the menu. WTI full contango (briefly). Plus, top officials at the New York Fed soft confirming the start of the next  not-QE QE. What does it all mean?

Eurodollar University's conversation w/Steve Van Metre

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise.  With our memberships, we’ll fill in everything that you’ve been missing. 

https://eurodollar.university/memberships 

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 16 Nov 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1273 Big moves across the risk markets this week. Bitcoin and crypto hammered. Repo back on the menu. WTI full contango (briefly). Plus, top officials at the New York Fed soft confirming the start of the next  not-QE QE. What does it all mean?

Eurodollar University's conversation w/Steve Van Metre

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise.  With our memberships, we’ll fill in everything that you’ve been missing. 

https://eurodollar.university/memberships 

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Verizon Firing 15% of Workers!! (What You Must Know) 1238 1238 BREAKING: Verizon Firing 15% of Workers!! (What You Must Know) full cada17be-efdc-4c38-ad84-27f9ebc2204f https://share.transistor.fm/s/6e8ea54d Flat Beveridge strikes again. You know the drill. We’ve been stuck in forgot how to grow and its no-hire/no-fire labor market the past few years. That began to change last year, especially last summer when no-hiring somehow got to be even less hiring. Then last year and this year, no-firing became some firing, in other words, shifting to the flat part of the Beveridge curve. But what we’ve been getting more recently looks to be an escalation in firing. Verizon just announced it may be cutting 15% of its 100,000 strong workforce.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Texas Service Sector Outlook Survey
https://www.dallasfed.org/research/surveys/tssos/2025/2510#tab-report

Bloomberg Verizon Eyes Up to 15,000 Layoffs as New CEO Takes Charge
https://www.bloomberg.com/news/articles/2025-11-13/verizon-layoffs-could-come-next-week-as-new-ceo-takes-charge

CNBC White House says October jobs and inflation data may never be released because of the shutdown
https://www.cnbc.com/2025/11/12/white-house-october-data-release.html

Bloomberg Fed’s Perli Says Won’t Be Long Before Fed Starts Buying Assets
https://www.bloomberg.com/news/articles/2025-11-12/fed-s-perli-says-won-t-be-long-before-fed-starts-buying-assets

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Flat Beveridge strikes again. You know the drill. We’ve been stuck in forgot how to grow and its no-hire/no-fire labor market the past few years. That began to change last year, especially last summer when no-hiring somehow got to be even less hiring. Then last year and this year, no-firing became some firing, in other words, shifting to the flat part of the Beveridge curve. But what we’ve been getting more recently looks to be an escalation in firing. Verizon just announced it may be cutting 15% of its 100,000 strong workforce.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Texas Service Sector Outlook Survey
https://www.dallasfed.org/research/surveys/tssos/2025/2510#tab-report

Bloomberg Verizon Eyes Up to 15,000 Layoffs as New CEO Takes Charge
https://www.bloomberg.com/news/articles/2025-11-13/verizon-layoffs-could-come-next-week-as-new-ceo-takes-charge

CNBC White House says October jobs and inflation data may never be released because of the shutdown
https://www.cnbc.com/2025/11/12/white-house-october-data-release.html

Bloomberg Fed’s Perli Says Won’t Be Long Before Fed Starts Buying Assets
https://www.bloomberg.com/news/articles/2025-11-12/fed-s-perli-says-won-t-be-long-before-fed-starts-buying-assets

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 14 Nov 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1405 Flat Beveridge strikes again. You know the drill. We’ve been stuck in forgot how to grow and its no-hire/no-fire labor market the past few years. That began to change last year, especially last summer when no-hiring somehow got to be even less hiring. Then last year and this year, no-firing became some firing, in other words, shifting to the flat part of the Beveridge curve. But what we’ve been getting more recently looks to be an escalation in firing. Verizon just announced it may be cutting 15% of its 100,000 strong workforce.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Texas Service Sector Outlook Survey
https://www.dallasfed.org/research/surveys/tssos/2025/2510#tab-report

Bloomberg Verizon Eyes Up to 15,000 Layoffs as New CEO Takes Charge
https://www.bloomberg.com/news/articles/2025-11-13/verizon-layoffs-could-come-next-week-as-new-ceo-takes-charge

CNBC White House says October jobs and inflation data may never be released because of the shutdown
https://www.cnbc.com/2025/11/12/white-house-october-data-release.html

Bloomberg Fed’s Perli Says Won’t Be Long Before Fed Starts Buying Assets
https://www.bloomberg.com/news/articles/2025-11-12/fed-s-perli-says-won-t-be-long-before-fed-starts-buying-assets

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: MORE Private Credit Losses Just Hit 1237 1237 BREAKING: MORE Private Credit Losses Just Hit full 61df5123-eba3-49ce-ad29-3b21253d85db https://share.transistor.fm/s/74918752 The collapse and bankruptcy of another private credit supported firm has generated significant losses this week. But as I pointed out last week with the shuttered UBS sponsored hedge funds, it isn’t necessarily the amount of money being burned. It’s what each of these cockroaches reveals, and how they add to the growing mistrust about the entire private credit shadow banking network. That’s the real danger which could threaten to unravel a whole lot more than a few troubled firms. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------
Get the free guide that breaks down the real economic signals behind America’s shrinking consumer demand, and how to protect your wealth before the slowdown hits your income
 https://web.eurodollar-university.com/home
-------------------------------------------------------------------

Bloomberg BlackRock Faces 100% Loss on Private Loan, Adding to Credit Market Pain
https://www.bloomberg.com/news/articles/2025-11-10/blackrock-eyes-100-loss-on-private-loan-amid-debate-over-marks

Bloomberg Why First Brands Has Sparked So Many Concerns on Wall Street
https://www.bloomberg.com/news/articles/2025-11-10/why-first-brands-collapse-sparked-concerns-on-wall-street

Bloomberg Car Loan Delinquencies Hit Record for Riskiest Borrowers
https://www.bloomberg.com/news/articles/2025-11-12/car-loan-delinquencies-hit-record-for-riskiest-borrowers

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The collapse and bankruptcy of another private credit supported firm has generated significant losses this week. But as I pointed out last week with the shuttered UBS sponsored hedge funds, it isn’t necessarily the amount of money being burned. It’s what each of these cockroaches reveals, and how they add to the growing mistrust about the entire private credit shadow banking network. That’s the real danger which could threaten to unravel a whole lot more than a few troubled firms. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------
Get the free guide that breaks down the real economic signals behind America’s shrinking consumer demand, and how to protect your wealth before the slowdown hits your income
 https://web.eurodollar-university.com/home
-------------------------------------------------------------------

Bloomberg BlackRock Faces 100% Loss on Private Loan, Adding to Credit Market Pain
https://www.bloomberg.com/news/articles/2025-11-10/blackrock-eyes-100-loss-on-private-loan-amid-debate-over-marks

Bloomberg Why First Brands Has Sparked So Many Concerns on Wall Street
https://www.bloomberg.com/news/articles/2025-11-10/why-first-brands-collapse-sparked-concerns-on-wall-street

Bloomberg Car Loan Delinquencies Hit Record for Riskiest Borrowers
https://www.bloomberg.com/news/articles/2025-11-12/car-loan-delinquencies-hit-record-for-riskiest-borrowers

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 13 Nov 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1258 The collapse and bankruptcy of another private credit supported firm has generated significant losses this week. But as I pointed out last week with the shuttered UBS sponsored hedge funds, it isn’t necessarily the amount of money being burned. It’s what each of these cockroaches reveals, and how they add to the growing mistrust about the entire private credit shadow banking network. That’s the real danger which could threaten to unravel a whole lot more than a few troubled firms. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------
Get the free guide that breaks down the real economic signals behind America’s shrinking consumer demand, and how to protect your wealth before the slowdown hits your income
 https://web.eurodollar-university.com/home
-------------------------------------------------------------------

Bloomberg BlackRock Faces 100% Loss on Private Loan, Adding to Credit Market Pain
https://www.bloomberg.com/news/articles/2025-11-10/blackrock-eyes-100-loss-on-private-loan-amid-debate-over-marks

Bloomberg Why First Brands Has Sparked So Many Concerns on Wall Street
https://www.bloomberg.com/news/articles/2025-11-10/why-first-brands-collapse-sparked-concerns-on-wall-street

Bloomberg Car Loan Delinquencies Hit Record for Riskiest Borrowers
https://www.bloomberg.com/news/articles/2025-11-12/car-loan-delinquencies-hit-record-for-riskiest-borrowers

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Wendy's Just Sent a HUGE Warning About The Economy 1236 1236 Wendy's Just Sent a HUGE Warning About The Economy full 459b7fdb-f55e-433c-b2af-4fc13cf90c3c https://share.transistor.fm/s/c7e1d044 Fast food chain Wendy's said it’s closing hundreds more US locations than previously announced because customers can’t afford to eat there. It fits with what McDonalds US President said last week about how the entire industry is fighting for contracting traffic. It sounds practically Chinese talking about oversupply of cheap hamburgers and chicken nuggets. But as we know only too well from China’s economy, it isn’t too much production it is the lack of demand. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------
Get the free guide that breaks down the real economic signals behind America’s shrinking consumer demand, and how to protect your wealth before the slowdown hits your income
 https://web.eurodollar-university.com/home
-------------------------------------------------------------------

USA Today Wendy's to close roughly 300 stores nationwide starting in late 2025
https://www.usatoday.com/story/money/2025/11/07/wendys-closing-hundreds-stores-2025/87146469007/

CNBC McDonald’s U.S. boss puts focus on ‘value and affordability’ as consumer spending splits
https://www.cnbc.com/2025/11/06/mcdonalds-us-boss-memo-value-affordability.html

Bloomberg US Small-Business Optimism Dips to Six-Month Low on Earnings
https://www.bloomberg.com/news/articles/2025-11-11/us-small-business-optimism-slips-to-six-month-low-on-earnings

Bloomberg US Companies Shed Jobs in Late October, Weekly ADP Data Show
https://www.bloomberg.com/news/articles/2025-11-11/us-firms-shed-11-250-jobs-per-week-in-four-weeks-to-oct-25-adp

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fast food chain Wendy's said it’s closing hundreds more US locations than previously announced because customers can’t afford to eat there. It fits with what McDonalds US President said last week about how the entire industry is fighting for contracting traffic. It sounds practically Chinese talking about oversupply of cheap hamburgers and chicken nuggets. But as we know only too well from China’s economy, it isn’t too much production it is the lack of demand. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------
Get the free guide that breaks down the real economic signals behind America’s shrinking consumer demand, and how to protect your wealth before the slowdown hits your income
 https://web.eurodollar-university.com/home
-------------------------------------------------------------------

USA Today Wendy's to close roughly 300 stores nationwide starting in late 2025
https://www.usatoday.com/story/money/2025/11/07/wendys-closing-hundreds-stores-2025/87146469007/

CNBC McDonald’s U.S. boss puts focus on ‘value and affordability’ as consumer spending splits
https://www.cnbc.com/2025/11/06/mcdonalds-us-boss-memo-value-affordability.html

Bloomberg US Small-Business Optimism Dips to Six-Month Low on Earnings
https://www.bloomberg.com/news/articles/2025-11-11/us-small-business-optimism-slips-to-six-month-low-on-earnings

Bloomberg US Companies Shed Jobs in Late October, Weekly ADP Data Show
https://www.bloomberg.com/news/articles/2025-11-11/us-firms-shed-11-250-jobs-per-week-in-four-weeks-to-oct-25-adp

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 12 Nov 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1169 Fast food chain Wendy's said it’s closing hundreds more US locations than previously announced because customers can’t afford to eat there. It fits with what McDonalds US President said last week about how the entire industry is fighting for contracting traffic. It sounds practically Chinese talking about oversupply of cheap hamburgers and chicken nuggets. But as we know only too well from China’s economy, it isn’t too much production it is the lack of demand. 

Eurodollar University's Money & Macro Analysis

-------------------------------------------------------------------
Get the free guide that breaks down the real economic signals behind America’s shrinking consumer demand, and how to protect your wealth before the slowdown hits your income
 https://web.eurodollar-university.com/home
-------------------------------------------------------------------

USA Today Wendy's to close roughly 300 stores nationwide starting in late 2025
https://www.usatoday.com/story/money/2025/11/07/wendys-closing-hundreds-stores-2025/87146469007/

CNBC McDonald’s U.S. boss puts focus on ‘value and affordability’ as consumer spending splits
https://www.cnbc.com/2025/11/06/mcdonalds-us-boss-memo-value-affordability.html

Bloomberg US Small-Business Optimism Dips to Six-Month Low on Earnings
https://www.bloomberg.com/news/articles/2025-11-11/us-small-business-optimism-slips-to-six-month-low-on-earnings

Bloomberg US Companies Shed Jobs in Late October, Weekly ADP Data Show
https://www.bloomberg.com/news/articles/2025-11-11/us-firms-shed-11-250-jobs-per-week-in-four-weeks-to-oct-25-adp

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Is What Governments Do Right Before It All Falls Apart 1235 1235 This Is What Governments Do Right Before It All Falls Apart full 91cceeb0-c7f4-42e3-b810-5bdb9e5ed4ee https://youtu.be/_WkRQHRm_PY The federal government may be opening back up but the administration floating a tariff dividend is the real news here. It’s yet another dose of reality showing the stock market is not that reality. Americans are struggling and the timing behind this dividend is transparently in response to worsening economic conditions. After all, more Americans say they think unemployment is coming than at any time since 1980.

Eurodollar University's Money & Macro Analysis

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. Ready to make your week count? Subscribe to One Big Weekly Theme today. You can sample the service or sign up and get started straight away. 

Visit https://eurodollaruniversity.substack.com

President Trump Truth Social
https://truthsocial.com/@realDonaldTrump/posts/115514453574326959
https://truthsocial.com/@realDonaldTrump/posts/115520395997089111
https://truthsocial.com/@realDonaldTrump/posts/115519726463094783

NBC Trump floats giving Americans cash for health care and tariff dividends
https://www.nbcnews.com/politics/trump-administration/trump-floats-giving-americans-cash-health-care-tariff-dividends-rcna242835

Bloomberg Bessent Says Trump’s $2,000 ‘Dividend’ May Come Via Tax Cuts
https://www.bloomberg.com/news/articles/2025-11-09/bessent-says-trump-s-2-000-dividend-may-come-via-tax-cuts

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The federal government may be opening back up but the administration floating a tariff dividend is the real news here. It’s yet another dose of reality showing the stock market is not that reality. Americans are struggling and the timing behind this dividend is transparently in response to worsening economic conditions. After all, more Americans say they think unemployment is coming than at any time since 1980.

Eurodollar University's Money & Macro Analysis

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. Ready to make your week count? Subscribe to One Big Weekly Theme today. You can sample the service or sign up and get started straight away. 

Visit https://eurodollaruniversity.substack.com

President Trump Truth Social
https://truthsocial.com/@realDonaldTrump/posts/115514453574326959
https://truthsocial.com/@realDonaldTrump/posts/115520395997089111
https://truthsocial.com/@realDonaldTrump/posts/115519726463094783

NBC Trump floats giving Americans cash for health care and tariff dividends
https://www.nbcnews.com/politics/trump-administration/trump-floats-giving-americans-cash-health-care-tariff-dividends-rcna242835

Bloomberg Bessent Says Trump’s $2,000 ‘Dividend’ May Come Via Tax Cuts
https://www.bloomberg.com/news/articles/2025-11-09/bessent-says-trump-s-2-000-dividend-may-come-via-tax-cuts

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 11 Nov 2025 10:12:48 -0500 Jeff Snider Jeff Snider 1229 The federal government may be opening back up but the administration floating a tariff dividend is the real news here. It’s yet another dose of reality showing the stock market is not that reality. Americans are struggling and the timing behind this dividend is transparently in response to worsening economic conditions. After all, more Americans say they think unemployment is coming than at any time since 1980.

Eurodollar University's Money & Macro Analysis

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. Ready to make your week count? Subscribe to One Big Weekly Theme today. You can sample the service or sign up and get started straight away. 

Visit https://eurodollaruniversity.substack.com

President Trump Truth Social
https://truthsocial.com/@realDonaldTrump/posts/115514453574326959
https://truthsocial.com/@realDonaldTrump/posts/115520395997089111
https://truthsocial.com/@realDonaldTrump/posts/115519726463094783

NBC Trump floats giving Americans cash for health care and tariff dividends
https://www.nbcnews.com/politics/trump-administration/trump-floats-giving-americans-cash-health-care-tariff-dividends-rcna242835

Bloomberg Bessent Says Trump’s $2,000 ‘Dividend’ May Come Via Tax Cuts
https://www.bloomberg.com/news/articles/2025-11-09/bessent-says-trump-s-2-000-dividend-may-come-via-tax-cuts

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The CarMax Collapse Exposes What’s Coming for the Entire Credit System 1234 1234 The CarMax Collapse Exposes What’s Coming for the Entire Credit System full 6e355850-2d00-4c10-9c9b-317407412f05 https://share.transistor.fm/s/647a2f4d CarMax sacked their CEO after preannouncing just brutal results for an industry already reeling and at the epicenter of the current ongoing breakdown in credit markets. The stock plunged 25% Thursday when management disclosed unit sales are looking to crash by 8 to 12% in the latest quarter. Relatedly, consumer confidence plunged to record and near-record lows...and it has little to do with the govt shutdown. 

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> CarMax sacked their CEO after preannouncing just brutal results for an industry already reeling and at the epicenter of the current ongoing breakdown in credit markets. The stock plunged 25% Thursday when management disclosed unit sales are looking to crash by 8 to 12% in the latest quarter. Relatedly, consumer confidence plunged to record and near-record lows...and it has little to do with the govt shutdown. 

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 10 Nov 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1221 CarMax sacked their CEO after preannouncing just brutal results for an industry already reeling and at the epicenter of the current ongoing breakdown in credit markets. The stock plunged 25% Thursday when management disclosed unit sales are looking to crash by 8 to 12% in the latest quarter. Relatedly, consumer confidence plunged to record and near-record lows...and it has little to do with the govt shutdown. 

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No A Trillion-Dollar Time Bomb Just Went Off on Wall Street 1233 1233 A Trillion-Dollar Time Bomb Just Went Off on Wall Street full 52d17bf0-02e2-4786-b9fe-efe47d7a1fa9 https://share.transistor.fm/s/c8859868 UBS is reportedly closing down not one but two hedge funds, in a more that raises a lot of questions but also some very uncomfortable parallels to 2007. One of those funds is exposed to First Brands, so understandable. The other...isn't. And that raises the prospect of the R-word; in this case, that does not stand for recession, rather its uglier monetary twin. 

Bloomberg UBS Winds Down O’Connor Funds in Sign of First Brands Strain
https://www.bloomberg.com/news/articles/2025-11-06/ubs-to-wind-down-o-connor-funds-with-first-brands-exposure

NYT $3.2 Billion Move by Bear Stearns to Rescue Fund
https://www.nytimes.com/2007/06/23/business/23bond.html

https://eurodollar.university

]]> UBS is reportedly closing down not one but two hedge funds, in a more that raises a lot of questions but also some very uncomfortable parallels to 2007. One of those funds is exposed to First Brands, so understandable. The other...isn't. And that raises the prospect of the R-word; in this case, that does not stand for recession, rather its uglier monetary twin. 

Bloomberg UBS Winds Down O’Connor Funds in Sign of First Brands Strain
https://www.bloomberg.com/news/articles/2025-11-06/ubs-to-wind-down-o-connor-funds-with-first-brands-exposure

NYT $3.2 Billion Move by Bear Stearns to Rescue Fund
https://www.nytimes.com/2007/06/23/business/23bond.html

https://eurodollar.university

]]> Sat, 08 Nov 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1755 UBS is reportedly closing down not one but two hedge funds, in a more that raises a lot of questions but also some very uncomfortable parallels to 2007. One of those funds is exposed to First Brands, so understandable. The other...isn't. And that raises the prospect of the R-word; in this case, that does not stand for recession, rather its uglier monetary twin. 

Bloomberg UBS Winds Down O’Connor Funds in Sign of First Brands Strain
https://www.bloomberg.com/news/articles/2025-11-06/ubs-to-wind-down-o-connor-funds-with-first-brands-exposure

NYT $3.2 Billion Move by Bear Stearns to Rescue Fund
https://www.nytimes.com/2007/06/23/business/23bond.html

https://eurodollar.university

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No America’s Job Market Just Broke (Worse Than 2008) 1232 1232 America’s Job Market Just Broke (Worse Than 2008) full afea3325-1727-4e92-9cc2-ff7b53cd4622 https://share.transistor.fm/s/0f9a53b9 The most October job cuts in over twenty years. More than October 2008, if you’re keeping score. While that doesn’t mean this is a repeat of 2008, can we all finally admit this is a really serious situation? And as the flat Beveridge curve emerges more clearly, the rising unemployment it represents is also causing collateral damage, pun intended. The New York Fed said yesterday auto, credit card and student loan delinquencies hit levels, well you’ll have to see.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Nov 06 October Challenger Report: 153,074 Job Cuts on Cost-Cutting & AI
https://www.challengergray.com/blog/october-challenger-report-153074-job-cuts-on-cost-cutting-ai/

Revelio Labs Employment — October 2025
https://www.reveliolabs.com/public-labor-statistics/employment/

Revelio Labs RPLS Reports 60k Jobs Added in September Amid BLS Shutdown
https://www.reveliolabs.com/news/macro/rpls-september-release/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The most October job cuts in over twenty years. More than October 2008, if you’re keeping score. While that doesn’t mean this is a repeat of 2008, can we all finally admit this is a really serious situation? And as the flat Beveridge curve emerges more clearly, the rising unemployment it represents is also causing collateral damage, pun intended. The New York Fed said yesterday auto, credit card and student loan delinquencies hit levels, well you’ll have to see.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Nov 06 October Challenger Report: 153,074 Job Cuts on Cost-Cutting & AI
https://www.challengergray.com/blog/october-challenger-report-153074-job-cuts-on-cost-cutting-ai/

Revelio Labs Employment — October 2025
https://www.reveliolabs.com/public-labor-statistics/employment/

Revelio Labs RPLS Reports 60k Jobs Added in September Amid BLS Shutdown
https://www.reveliolabs.com/news/macro/rpls-september-release/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 07 Nov 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1241 The most October job cuts in over twenty years. More than October 2008, if you’re keeping score. While that doesn’t mean this is a repeat of 2008, can we all finally admit this is a really serious situation? And as the flat Beveridge curve emerges more clearly, the rising unemployment it represents is also causing collateral damage, pun intended. The New York Fed said yesterday auto, credit card and student loan delinquencies hit levels, well you’ll have to see.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Nov 06 October Challenger Report: 153,074 Job Cuts on Cost-Cutting & AI
https://www.challengergray.com/blog/october-challenger-report-153074-job-cuts-on-cost-cutting-ai/

Revelio Labs Employment — October 2025
https://www.reveliolabs.com/public-labor-statistics/employment/

Revelio Labs RPLS Reports 60k Jobs Added in September Amid BLS Shutdown
https://www.reveliolabs.com/news/macro/rpls-september-release/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Dollar is SKYROCKETING, Here’s What You Must Know 1231 1231 The Dollar is SKYROCKETING, Here’s What You Must Know full 1967ceb8-287d-438a-b8be-99837de9fe44 https://share.transistor.fm/s/98b499dc The dollar is accelerating and not in the direction most people were anticipating, to the point it has rattled the entire cryptocurrency space. That’s why cryptocurrencies like Bitcoin just got hit with a major selloff this week as the dollar debasement theme which had driven their latest surge comes up completely empty. More important than that, however, the dollar is accelerating higher which signals quite a lot all its own. But what? You can see how this gets confusing with all this unnatural noise. 

Eurodollar University's Money & Macro Analysis

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 
https://eurodollar.university/memberships 

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The dollar is accelerating and not in the direction most people were anticipating, to the point it has rattled the entire cryptocurrency space. That’s why cryptocurrencies like Bitcoin just got hit with a major selloff this week as the dollar debasement theme which had driven their latest surge comes up completely empty. More important than that, however, the dollar is accelerating higher which signals quite a lot all its own. But what? You can see how this gets confusing with all this unnatural noise. 

Eurodollar University's Money & Macro Analysis

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 
https://eurodollar.university/memberships 

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 06 Nov 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1299 The dollar is accelerating and not in the direction most people were anticipating, to the point it has rattled the entire cryptocurrency space. That’s why cryptocurrencies like Bitcoin just got hit with a major selloff this week as the dollar debasement theme which had driven their latest surge comes up completely empty. More important than that, however, the dollar is accelerating higher which signals quite a lot all its own. But what? You can see how this gets confusing with all this unnatural noise. 

Eurodollar University's Money & Macro Analysis

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 
https://eurodollar.university/memberships 

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Target Just Issued a Very Grim Warning About Consumer Behavior 1230 1230 Target Just Issued a Very Grim Warning About Consumer Behavior full 0e857120-79a6-4241-a79d-7d4ed243c909 https://share.transistor.fm/s/31a5e18c Not only is retail giant Target not committing to the big seasonal hiring it always does, the company is actually laying off nearly 2000 of its corporate staff in its biggest management and job shakeup in years. Target is merely the latest “one-off” big name to announce job cuts. No wonder consumer confidence just took another huge hit and that was from the one survey that has held up the best this year.  

Eurodollar University's Money & Macro Analysis

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 
https://eurodollar.university/memberships 

Bloomberg A Wave of US Layoffs Flash Early Warning Sign for Job Market
https://www.bloomberg.com/news/articles/2025-11-03/the-low-hire-low-fire-us-economy-seems-to-be-over

Bloomberg Target to Eliminate 1,800 Roles, 8% of Headquarters Team
https://www.bloomberg.com/news/articles/2025-10-23/target-to-lay-off-8-of-headquarters-team-cut-1-800-roles

NYT UPS Has Cut 48,000 Workers Since Last Year
https://www.nytimes.com/2025/10/28/business/ups-layoffs-48000-workers-this-year.html

Bloomberg A Slump in Cardboard Box Sales Is Stoking Fears of Lackluster Holiday Shopping
https://www.bloomberg.com/news/articles/2025-11-03/cardboard-box-sales-slump-signals-weak-holiday-shopping-ahead

RCM/TIPP Optimism Index Drops Sharply https://www.realclearmarkets.com/articles/2025/11/04/rcmtipp_optimism_index_drops_sharply_1145051.html

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Not only is retail giant Target not committing to the big seasonal hiring it always does, the company is actually laying off nearly 2000 of its corporate staff in its biggest management and job shakeup in years. Target is merely the latest “one-off” big name to announce job cuts. No wonder consumer confidence just took another huge hit and that was from the one survey that has held up the best this year.  

Eurodollar University's Money & Macro Analysis

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 
https://eurodollar.university/memberships 

Bloomberg A Wave of US Layoffs Flash Early Warning Sign for Job Market
https://www.bloomberg.com/news/articles/2025-11-03/the-low-hire-low-fire-us-economy-seems-to-be-over

Bloomberg Target to Eliminate 1,800 Roles, 8% of Headquarters Team
https://www.bloomberg.com/news/articles/2025-10-23/target-to-lay-off-8-of-headquarters-team-cut-1-800-roles

NYT UPS Has Cut 48,000 Workers Since Last Year
https://www.nytimes.com/2025/10/28/business/ups-layoffs-48000-workers-this-year.html

Bloomberg A Slump in Cardboard Box Sales Is Stoking Fears of Lackluster Holiday Shopping
https://www.bloomberg.com/news/articles/2025-11-03/cardboard-box-sales-slump-signals-weak-holiday-shopping-ahead

RCM/TIPP Optimism Index Drops Sharply https://www.realclearmarkets.com/articles/2025/11/04/rcmtipp_optimism_index_drops_sharply_1145051.html

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 05 Nov 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1215 Not only is retail giant Target not committing to the big seasonal hiring it always does, the company is actually laying off nearly 2000 of its corporate staff in its biggest management and job shakeup in years. Target is merely the latest “one-off” big name to announce job cuts. No wonder consumer confidence just took another huge hit and that was from the one survey that has held up the best this year.  

Eurodollar University's Money & Macro Analysis

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 
https://eurodollar.university/memberships 

Bloomberg A Wave of US Layoffs Flash Early Warning Sign for Job Market
https://www.bloomberg.com/news/articles/2025-11-03/the-low-hire-low-fire-us-economy-seems-to-be-over

Bloomberg Target to Eliminate 1,800 Roles, 8% of Headquarters Team
https://www.bloomberg.com/news/articles/2025-10-23/target-to-lay-off-8-of-headquarters-team-cut-1-800-roles

NYT UPS Has Cut 48,000 Workers Since Last Year
https://www.nytimes.com/2025/10/28/business/ups-layoffs-48000-workers-this-year.html

Bloomberg A Slump in Cardboard Box Sales Is Stoking Fears of Lackluster Holiday Shopping
https://www.bloomberg.com/news/articles/2025-11-03/cardboard-box-sales-slump-signals-weak-holiday-shopping-ahead

RCM/TIPP Optimism Index Drops Sharply https://www.realclearmarkets.com/articles/2025/11/04/rcmtipp_optimism_index_drops_sharply_1145051.html

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Is What "Always" Happens Before Every Financial Crisis 1229 1229 This Is What "Always" Happens Before Every Financial Crisis full 3533a9da-ee2d-43e7-8d84-bd2fafa88105 https://share.transistor.fm/s/98a8631d The cash squeeze in wholesale money markets that we’ve been following got a whole more exciting on Friday, and now we have the full set of numbers on it. Interest rates soared the most since 2020 further proving the Federal Reserve’s program which is supposed to keep this from happening doesn’t keep it from happening. Imagine my shock. We also know that there were plenty of spare reserves available, too. And with more borrowing from the Fed again this morning so far, we have to consider the question whether this ongoing and escalating tightness is pointing to something bigger. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The cash squeeze in wholesale money markets that we’ve been following got a whole more exciting on Friday, and now we have the full set of numbers on it. Interest rates soared the most since 2020 further proving the Federal Reserve’s program which is supposed to keep this from happening doesn’t keep it from happening. Imagine my shock. We also know that there were plenty of spare reserves available, too. And with more borrowing from the Fed again this morning so far, we have to consider the question whether this ongoing and escalating tightness is pointing to something bigger. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 04 Nov 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1343 The cash squeeze in wholesale money markets that we’ve been following got a whole more exciting on Friday, and now we have the full set of numbers on it. Interest rates soared the most since 2020 further proving the Federal Reserve’s program which is supposed to keep this from happening doesn’t keep it from happening. Imagine my shock. We also know that there were plenty of spare reserves available, too. And with more borrowing from the Fed again this morning so far, we have to consider the question whether this ongoing and escalating tightness is pointing to something bigger. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe What Europe’s Central Bank Just Did 1228 1228 You Won’t Believe What Europe’s Central Bank Just Did full 156a97ec-efc4-4b0a-b9c5-aab27eaceb91 https://share.transistor.fm/s/4f5b6dbd The ECB this week held its policy rate right at 2% with policymakers out in force claiming to everyone who might listen they’re likely done at that level. Instead, GDP data from all over the continent just came out and showed there’s more pringles yet to come from Europe. But there’s also one big factor here few people are considering and it has to do with the 2% level itself.  

Eurodollar University's Money & Macro Analysis

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

eurodollaruniversity.substack.com

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The ECB this week held its policy rate right at 2% with policymakers out in force claiming to everyone who might listen they’re likely done at that level. Instead, GDP data from all over the continent just came out and showed there’s more pringles yet to come from Europe. But there’s also one big factor here few people are considering and it has to do with the 2% level itself.  

Eurodollar University's Money & Macro Analysis

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

eurodollaruniversity.substack.com

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 03 Nov 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1259 The ECB this week held its policy rate right at 2% with policymakers out in force claiming to everyone who might listen they’re likely done at that level. Instead, GDP data from all over the continent just came out and showed there’s more pringles yet to come from Europe. But there’s also one big factor here few people are considering and it has to do with the 2% level itself.  

Eurodollar University's Money & Macro Analysis

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

eurodollaruniversity.substack.com

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Largest Asset Class in the World Just COLLAPSED 1227 1227 The Largest Asset Class in the World Just COLLAPSED full 9da77e59-cef7-477b-b3f9-9efbaef5d63f https://share.transistor.fm/s/74af669f New home sales in China collapsed by 42% in October when compared to last October, representing more than just another setback for the beleaguered Chinese real estate market, the world’s largest asset class. This is a major problem for Chinese banks, not that they were expecting different. So, we see interest rates are back to moving lower, setting multi-month lows with the latest short-lived stretch of optimism based on Chinese tech stocks being burst yet again by the reality stocks are not real life. 

Eurodollar University's Money & Macro Analysis

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise.  With our memberships, we’ll fill in everything that you’ve been missing.

https://eurodollar.university/memberships 

Bloomberg PBOC Adviser Leads Call for Fiscal Support to Housing Market
https://www.bloomberg.com/news/articles/2025-09-24/pboc-adviser-leads-call-for-fiscal-aid-to-support-housing-market

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> New home sales in China collapsed by 42% in October when compared to last October, representing more than just another setback for the beleaguered Chinese real estate market, the world’s largest asset class. This is a major problem for Chinese banks, not that they were expecting different. So, we see interest rates are back to moving lower, setting multi-month lows with the latest short-lived stretch of optimism based on Chinese tech stocks being burst yet again by the reality stocks are not real life. 

Eurodollar University's Money & Macro Analysis

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise.  With our memberships, we’ll fill in everything that you’ve been missing.

https://eurodollar.university/memberships 

Bloomberg PBOC Adviser Leads Call for Fiscal Support to Housing Market
https://www.bloomberg.com/news/articles/2025-09-24/pboc-adviser-leads-call-for-fiscal-aid-to-support-housing-market

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 02 Nov 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1214 New home sales in China collapsed by 42% in October when compared to last October, representing more than just another setback for the beleaguered Chinese real estate market, the world’s largest asset class. This is a major problem for Chinese banks, not that they were expecting different. So, we see interest rates are back to moving lower, setting multi-month lows with the latest short-lived stretch of optimism based on Chinese tech stocks being burst yet again by the reality stocks are not real life. 

Eurodollar University's Money & Macro Analysis

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise.  With our memberships, we’ll fill in everything that you’ve been missing.

https://eurodollar.university/memberships 

Bloomberg PBOC Adviser Leads Call for Fiscal Support to Housing Market
https://www.bloomberg.com/news/articles/2025-09-24/pboc-adviser-leads-call-for-fiscal-aid-to-support-housing-market

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Fed Repo Usage EXPLODES to Banking Crisis Levels 1226 1226 BREAKING: Fed Repo Usage EXPLODES to Banking Crisis Levels full 654e2162-b351-4e64-86cc-88b5f3e84b09 https://share.transistor.fm/s/45bc2bbb Sat, 01 Nov 2025 10:30:52 -0400 Jeff Snider Jeff Snider 1038 Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Consumer Recession Is Already Here (Chipotle Just Confirmed It) 1225 1225 The Consumer Recession Is Already Here (Chipotle Just Confirmed It) full 9b1da904-a43a-4dfd-8aac-b733938fd6de https://share.transistor.fm/s/29ce7c28 The reason why Fed Chair Jay Powell didn’t want to commit to a December rate cut is simple. A number of voting members at the FOMC are not convinced the weak labor market is actually all that weak. Sure, the numbers don’t look good, but they’re wonder if it is real. Well, Chipotle and Kraft-Heinz would like to answer them with a pair of serious warnings about what they’re seeing from consumers.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg Fed Cuts Rate by Quarter Point, With Dissents on Both Sides
https://www.bloomberg.com/news/live-blog/2025-10-29/fomc-rate-decision-and-fed-chair-news-conference

Bloomberg Chipotle Falls Most Since 2012 After Warning Over Diner Pullback
https://www.bloomberg.com/news/articles/2025-10-29/chipotle-cuts-outlook-for-third-time-in-2025-on-weaker-traffic

WSJ Kraft Heinz Lowers Full-Year Outlook on Weak Consumption Trends
https://www.wsj.com/business/earnings/kraft-heinz-khc-q3-earnings-report-stock-2025-a4c6430e

YahooFinance Kraft Heinz bearish on outlook amid volume decreases ahead of split
https://finance.yahoo.com/news/kraft-heinz-bearish-outlook-amid-173322392.html

Conference Board 
https://www.conference-board.org/topics/consumer-confidence/

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The reason why Fed Chair Jay Powell didn’t want to commit to a December rate cut is simple. A number of voting members at the FOMC are not convinced the weak labor market is actually all that weak. Sure, the numbers don’t look good, but they’re wonder if it is real. Well, Chipotle and Kraft-Heinz would like to answer them with a pair of serious warnings about what they’re seeing from consumers.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg Fed Cuts Rate by Quarter Point, With Dissents on Both Sides
https://www.bloomberg.com/news/live-blog/2025-10-29/fomc-rate-decision-and-fed-chair-news-conference

Bloomberg Chipotle Falls Most Since 2012 After Warning Over Diner Pullback
https://www.bloomberg.com/news/articles/2025-10-29/chipotle-cuts-outlook-for-third-time-in-2025-on-weaker-traffic

WSJ Kraft Heinz Lowers Full-Year Outlook on Weak Consumption Trends
https://www.wsj.com/business/earnings/kraft-heinz-khc-q3-earnings-report-stock-2025-a4c6430e

YahooFinance Kraft Heinz bearish on outlook amid volume decreases ahead of split
https://finance.yahoo.com/news/kraft-heinz-bearish-outlook-amid-173322392.html

Conference Board 
https://www.conference-board.org/topics/consumer-confidence/

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 31 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1010 The reason why Fed Chair Jay Powell didn’t want to commit to a December rate cut is simple. A number of voting members at the FOMC are not convinced the weak labor market is actually all that weak. Sure, the numbers don’t look good, but they’re wonder if it is real. Well, Chipotle and Kraft-Heinz would like to answer them with a pair of serious warnings about what they’re seeing from consumers.  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg Fed Cuts Rate by Quarter Point, With Dissents on Both Sides
https://www.bloomberg.com/news/live-blog/2025-10-29/fomc-rate-decision-and-fed-chair-news-conference

Bloomberg Chipotle Falls Most Since 2012 After Warning Over Diner Pullback
https://www.bloomberg.com/news/articles/2025-10-29/chipotle-cuts-outlook-for-third-time-in-2025-on-weaker-traffic

WSJ Kraft Heinz Lowers Full-Year Outlook on Weak Consumption Trends
https://www.wsj.com/business/earnings/kraft-heinz-khc-q3-earnings-report-stock-2025-a4c6430e

YahooFinance Kraft Heinz bearish on outlook amid volume decreases ahead of split
https://finance.yahoo.com/news/kraft-heinz-bearish-outlook-amid-173322392.html

Conference Board 
https://www.conference-board.org/topics/consumer-confidence/

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: The Repo Facility BLEW UP After Fed Meeting (What You MUST Know) 1224 1224 BREAKING: The Repo Facility BLEW UP After Fed Meeting (What You MUST Know) full 12d2fe58-9195-4336-a26e-f55e876742f5 https://share.transistor.fm/s/62faf2b0 FOMC will cut rates today but what will officials say, or do, about the growing repo mess? Find out as we react to the Fed's decisions and Powell's press statements. 

Eurodollar University’s Money and Macro Analysis

]]> FOMC will cut rates today but what will officials say, or do, about the growing repo mess? Find out as we react to the Fed's decisions and Powell's press statements. 

Eurodollar University’s Money and Macro Analysis

]]> Thu, 30 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1655 FOMC will cut rates today but what will officials say, or do, about the growing repo mess? Find out as we react to the Fed's decisions and Powell's press statements. 

Eurodollar University’s Money and Macro Analysis

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Amazon Is Firing 30,000 Employees!! Here's What You Must Know 1223 1223 BREAKING: Amazon Is Firing 30,000 Employees!! Here's What You Must Know full a7440b1e-2b27-49ce-bd8a-45e247531d20 https://share.transistor.fm/s/de09abd2 Amazon announced today it will be cutting 14,000 corporate jobs, though leaker reports say the real number will be roughly 30,000 over time. The company itself says it needs to be more nimble to leverage AI technology when the timing and the target instead shows macroeconomic headwinds are behind the move. There is a reason why consumers believe the US economy is in recession right now. While layoffs like Amazon’s remain relatively scarce, unemployment is piling up all over the place and so does the confirmation.  

Eurodollar University's Money & Macro Analysis

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place.  Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 

https://eurodollar.university/memberships 


https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Amazon announced today it will be cutting 14,000 corporate jobs, though leaker reports say the real number will be roughly 30,000 over time. The company itself says it needs to be more nimble to leverage AI technology when the timing and the target instead shows macroeconomic headwinds are behind the move. There is a reason why consumers believe the US economy is in recession right now. While layoffs like Amazon’s remain relatively scarce, unemployment is piling up all over the place and so does the confirmation.  

Eurodollar University's Money & Macro Analysis

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place.  Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 

https://eurodollar.university/memberships 


https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 29 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1235 Amazon announced today it will be cutting 14,000 corporate jobs, though leaker reports say the real number will be roughly 30,000 over time. The company itself says it needs to be more nimble to leverage AI technology when the timing and the target instead shows macroeconomic headwinds are behind the move. There is a reason why consumers believe the US economy is in recession right now. While layoffs like Amazon’s remain relatively scarce, unemployment is piling up all over the place and so does the confirmation.  

Eurodollar University's Money & Macro Analysis

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place.  Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 

https://eurodollar.university/memberships 


https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Fed is Losing Control of Repo Markets (Again) 1222 1222 The Fed is Losing Control of Repo Markets (Again) full 8b9360c8-5c2d-423b-9d80-83d49f89e449 https://share.transistor.fm/s/7ebf8e5a Another day, another significant borrowing from the Federal Reserve’s repo facility. This has become a regular occurrence and concurrent with a rise in money market rates due to the cash squeeze I told you about yesterday, there’s a lot of similarities to 2019 and it’s got the Fed on track to not just cut rates this week also possibly terminate the balance sheet runoff – even if Steve doesn’t quite agree.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Another day, another significant borrowing from the Federal Reserve’s repo facility. This has become a regular occurrence and concurrent with a rise in money market rates due to the cash squeeze I told you about yesterday, there’s a lot of similarities to 2019 and it’s got the Fed on track to not just cut rates this week also possibly terminate the balance sheet runoff – even if Steve doesn’t quite agree.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 28 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1146 Another day, another significant borrowing from the Federal Reserve’s repo facility. This has become a regular occurrence and concurrent with a rise in money market rates due to the cash squeeze I told you about yesterday, there’s a lot of similarities to 2019 and it’s got the Fed on track to not just cut rates this week also possibly terminate the balance sheet runoff – even if Steve doesn’t quite agree.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe How Bad the Cash Shortage Just Got 1221 1221 You Won’t Believe How Bad the Cash Shortage Just Got full 5e7b6ea9-b2e8-479c-8b1d-897ebfac8c6e https://share.transistor.fm/s/149bf6c6 The ongoing cash squeeze in money markets is very likely to bring an end to the Federal Reserve’s balance sheet runoff, known as QT. When the FOMC meets this coming week, officials are almost certainly going to cut rates given the perilous situation in labor. But with financial firms still using the Fed’s repo facility and especially as benchmark money rates stay elevated, the second item on the list of decisions is going to be ending QT. 

Eurodollar University's Money & Macro Analysis

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

Visit https://eurodollaruniversity.substack.com to sample the service or sign up and get started straight away. 

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The ongoing cash squeeze in money markets is very likely to bring an end to the Federal Reserve’s balance sheet runoff, known as QT. When the FOMC meets this coming week, officials are almost certainly going to cut rates given the perilous situation in labor. But with financial firms still using the Fed’s repo facility and especially as benchmark money rates stay elevated, the second item on the list of decisions is going to be ending QT. 

Eurodollar University's Money & Macro Analysis

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

Visit https://eurodollaruniversity.substack.com to sample the service or sign up and get started straight away. 

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 27 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1192 The ongoing cash squeeze in money markets is very likely to bring an end to the Federal Reserve’s balance sheet runoff, known as QT. When the FOMC meets this coming week, officials are almost certainly going to cut rates given the perilous situation in labor. But with financial firms still using the Fed’s repo facility and especially as benchmark money rates stay elevated, the second item on the list of decisions is going to be ending QT. 

Eurodollar University's Money & Macro Analysis

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

Visit https://eurodollaruniversity.substack.com to sample the service or sign up and get started straight away. 

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Global Currency Crisis No One Is Talking About 1220 1220 The Global Currency Crisis No One Is Talking About full e36fb3bf-e1db-49f6-b127-f60aadbc3fe8 https://share.transistor.fm/s/ff244cf3 The dollar is making another big move higher to the point it is causing governments and central banks around the world to respond and even intervene to keep their own currencies from crashing against it. Fears over the global economic downturn are driving monetary tightness and demand for safety at the expense of those at the forefront of the broad decline. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg Currency Officials Go on Offensive as Trade Angst in Asia Mounts
https://www.bloomberg.com/news/articles/2025-10-16/currency-officials-go-on-offensive-as-trade-angst-in-asia-mounts

Bloomberg South Korea Says Watching One-Sided Won Volatility in Rare Move
https://www.bloomberg.com/news/articles/2025-10-13/south-korea-says-watching-one-sided-won-volatility-in-rare-move

Bloomberg Swiss Franc’s Haven Run Seen Nearing SNB Intervention Threshold
https://www.bloomberg.com/news/articles/2025-10-24/swiss-franc-s-haven-run-seen-nearing-snb-intervention-threshold

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The dollar is making another big move higher to the point it is causing governments and central banks around the world to respond and even intervene to keep their own currencies from crashing against it. Fears over the global economic downturn are driving monetary tightness and demand for safety at the expense of those at the forefront of the broad decline. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg Currency Officials Go on Offensive as Trade Angst in Asia Mounts
https://www.bloomberg.com/news/articles/2025-10-16/currency-officials-go-on-offensive-as-trade-angst-in-asia-mounts

Bloomberg South Korea Says Watching One-Sided Won Volatility in Rare Move
https://www.bloomberg.com/news/articles/2025-10-13/south-korea-says-watching-one-sided-won-volatility-in-rare-move

Bloomberg Swiss Franc’s Haven Run Seen Nearing SNB Intervention Threshold
https://www.bloomberg.com/news/articles/2025-10-24/swiss-franc-s-haven-run-seen-nearing-snb-intervention-threshold

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 26 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1076 The dollar is making another big move higher to the point it is causing governments and central banks around the world to respond and even intervene to keep their own currencies from crashing against it. Fears over the global economic downturn are driving monetary tightness and demand for safety at the expense of those at the forefront of the broad decline. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg Currency Officials Go on Offensive as Trade Angst in Asia Mounts
https://www.bloomberg.com/news/articles/2025-10-16/currency-officials-go-on-offensive-as-trade-angst-in-asia-mounts

Bloomberg South Korea Says Watching One-Sided Won Volatility in Rare Move
https://www.bloomberg.com/news/articles/2025-10-13/south-korea-says-watching-one-sided-won-volatility-in-rare-move

Bloomberg Swiss Franc’s Haven Run Seen Nearing SNB Intervention Threshold
https://www.bloomberg.com/news/articles/2025-10-24/swiss-franc-s-haven-run-seen-nearing-snb-intervention-threshold

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T! More Subprime Lenders Just Collapsed (Something BIG Is Happening) 1219 1219 HOLY SH*T! More Subprime Lenders Just Collapsed (Something BIG Is Happening) full 9bd64980-92ef-434d-a0e4-c1072e25c1af https://share.transistor.fm/s/73934bc7 We have a couple more names to add to our fast-growing list of shadow banking casualties. And, yes, collateral is once again the common theme. One of them is of course in subprime auto financing, but that’s just another canary in the credit coalmine. The other has been accused of fabricating half a billion of collateral invoices. Half a billion. Fake collateral.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

WSJ Bankrupt Telecom Business Accused of Fraud in Receivables Financing
https://www.wsj.com/articles/bankrupt-telecom-business-accused-of-fraud-in-receivables-financing-0370b4fd

BloombergLaw Factoring-Firm Affiliate Files Chapter 11; Up to $1B Liabilities
https://news.bloomberglaw.com/bankruptcy-law/factoring-firm-affiliate-files-chapter-11-up-to-1b-liabilities

FreightWaves Factoring companies squeezed by slowing shipper payments: Alsobrooks
https://www.freightwaves.com/news/factoring-companies-squeezed-by-slowing-shipper-payments-alsobrooks

Bloomberg BOE’s Bailey Warns ‘Alarm Bells’ Ringing in Private Credit
https://www.bloomberg.com/news/articles/2025-10-21/boe-s-bailey-warns-of-financial-crisis-echoes-in-private-credit

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> We have a couple more names to add to our fast-growing list of shadow banking casualties. And, yes, collateral is once again the common theme. One of them is of course in subprime auto financing, but that’s just another canary in the credit coalmine. The other has been accused of fabricating half a billion of collateral invoices. Half a billion. Fake collateral.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

WSJ Bankrupt Telecom Business Accused of Fraud in Receivables Financing
https://www.wsj.com/articles/bankrupt-telecom-business-accused-of-fraud-in-receivables-financing-0370b4fd

BloombergLaw Factoring-Firm Affiliate Files Chapter 11; Up to $1B Liabilities
https://news.bloomberglaw.com/bankruptcy-law/factoring-firm-affiliate-files-chapter-11-up-to-1b-liabilities

FreightWaves Factoring companies squeezed by slowing shipper payments: Alsobrooks
https://www.freightwaves.com/news/factoring-companies-squeezed-by-slowing-shipper-payments-alsobrooks

Bloomberg BOE’s Bailey Warns ‘Alarm Bells’ Ringing in Private Credit
https://www.bloomberg.com/news/articles/2025-10-21/boe-s-bailey-warns-of-financial-crisis-echoes-in-private-credit

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 24 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1334 We have a couple more names to add to our fast-growing list of shadow banking casualties. And, yes, collateral is once again the common theme. One of them is of course in subprime auto financing, but that’s just another canary in the credit coalmine. The other has been accused of fabricating half a billion of collateral invoices. Half a billion. Fake collateral.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

WSJ Bankrupt Telecom Business Accused of Fraud in Receivables Financing
https://www.wsj.com/articles/bankrupt-telecom-business-accused-of-fraud-in-receivables-financing-0370b4fd

BloombergLaw Factoring-Firm Affiliate Files Chapter 11; Up to $1B Liabilities
https://news.bloomberglaw.com/bankruptcy-law/factoring-firm-affiliate-files-chapter-11-up-to-1b-liabilities

FreightWaves Factoring companies squeezed by slowing shipper payments: Alsobrooks
https://www.freightwaves.com/news/factoring-companies-squeezed-by-slowing-shipper-payments-alsobrooks

Bloomberg BOE’s Bailey Warns ‘Alarm Bells’ Ringing in Private Credit
https://www.bloomberg.com/news/articles/2025-10-21/boe-s-bailey-warns-of-financial-crisis-echoes-in-private-credit

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Gold Price Is TANKING (What You Need To Know) 1218 1218 BREAKING: Gold Price Is TANKING (What You Need To Know) full 6605e0c9-5b60-4599-b722-265eb25e16a4 https://share.transistor.fm/s/bf25c1aa After a truly epic run, precious metals are now getting pounded. Both gold and silver are down the past few days for a couple of reasons, not that this is a surprise. In fact, I told you just six days ago this was the most likely short run path for the metals. So, what’s driving the selloff and does it change the long run outlook for either?  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> After a truly epic run, precious metals are now getting pounded. Both gold and silver are down the past few days for a couple of reasons, not that this is a surprise. In fact, I told you just six days ago this was the most likely short run path for the metals. So, what’s driving the selloff and does it change the long run outlook for either?  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 23 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1305 After a truly epic run, precious metals are now getting pounded. Both gold and silver are down the past few days for a couple of reasons, not that this is a surprise. In fact, I told you just six days ago this was the most likely short run path for the metals. So, what’s driving the selloff and does it change the long run outlook for either?  

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Repo Market Just Triggered the Next Round of QE 1217 1217 The Repo Market Just Triggered the Next Round of QE full 74ee3dfc-e2eb-4d4b-be6a-39cb3a37f844 https://share.transistor.fm/s/a9bd202e There was action yet again at the Fed’s repo window today. A few more billion borrowed. But that’s now the fourth time over the last five trading days. These are more signs of tightening monetary conditions and if this does continue it will lead to the next QE from the Fed. The word that keeps coming up the past few months is escalation. 

Eurodollar University's Money & Macro Analysis

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> There was action yet again at the Fed’s repo window today. A few more billion borrowed. But that’s now the fourth time over the last five trading days. These are more signs of tightening monetary conditions and if this does continue it will lead to the next QE from the Fed. The word that keeps coming up the past few months is escalation. 

Eurodollar University's Money & Macro Analysis

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 22 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1186 There was action yet again at the Fed’s repo window today. A few more billion borrowed. But that’s now the fourth time over the last five trading days. These are more signs of tightening monetary conditions and if this does continue it will lead to the next QE from the Fed. The word that keeps coming up the past few months is escalation. 

Eurodollar University's Money & Macro Analysis

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe What Just Happened to Chinese Banks 1216 1216 You Won’t Believe What Just Happened to Chinese Banks full 1d0d07f8-5377-4fe1-9f50-a81b1bd92862 https://share.transistor.fm/s/568e14fd Why is copper-to-gold so ugly and thoroughly deflationary? What's happening right now inside China is one key part of it. After a small artificial rebound earlier this - where have we heard that before - Chinese bank lending has fallen even more sharply this summer adding yet another layer to the tremendous deceleration we keep seeing across China this summer. Retail sales fell yet again and investment is crashing. 

Eurodollar University's Money & Macro Analysis

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

Ready to make your week count? Subscribe to One Big Weekly Theme today. You can sample the service or sign up and get started straight away. 

https//:eurodollaruniversity.substack.com

CNN China expels two top generals from Communist Party in anti-corruption crackdown
https://www.cnn.com/2025/10/17/china/china-communist-party-expels-military-leaders-intl-hnk

Bloomberg China’s Lopsided Growth Puts Spotlight on Xi’s Five-Year Plan
https://www.bloomberg.com/news/articles/2025-10-20/chinese-economic-slowdown-worsens-with-growth-weakest-in-a-year

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Why is copper-to-gold so ugly and thoroughly deflationary? What's happening right now inside China is one key part of it. After a small artificial rebound earlier this - where have we heard that before - Chinese bank lending has fallen even more sharply this summer adding yet another layer to the tremendous deceleration we keep seeing across China this summer. Retail sales fell yet again and investment is crashing. 

Eurodollar University's Money & Macro Analysis

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

Ready to make your week count? Subscribe to One Big Weekly Theme today. You can sample the service or sign up and get started straight away. 

https//:eurodollaruniversity.substack.com

CNN China expels two top generals from Communist Party in anti-corruption crackdown
https://www.cnn.com/2025/10/17/china/china-communist-party-expels-military-leaders-intl-hnk

Bloomberg China’s Lopsided Growth Puts Spotlight on Xi’s Five-Year Plan
https://www.bloomberg.com/news/articles/2025-10-20/chinese-economic-slowdown-worsens-with-growth-weakest-in-a-year

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 21 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1216 Why is copper-to-gold so ugly and thoroughly deflationary? What's happening right now inside China is one key part of it. After a small artificial rebound earlier this - where have we heard that before - Chinese bank lending has fallen even more sharply this summer adding yet another layer to the tremendous deceleration we keep seeing across China this summer. Retail sales fell yet again and investment is crashing. 

Eurodollar University's Money & Macro Analysis

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

Ready to make your week count? Subscribe to One Big Weekly Theme today. You can sample the service or sign up and get started straight away. 

https//:eurodollaruniversity.substack.com

CNN China expels two top generals from Communist Party in anti-corruption crackdown
https://www.cnn.com/2025/10/17/china/china-communist-party-expels-military-leaders-intl-hnk

Bloomberg China’s Lopsided Growth Puts Spotlight on Xi’s Five-Year Plan
https://www.bloomberg.com/news/articles/2025-10-20/chinese-economic-slowdown-worsens-with-growth-weakest-in-a-year

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oil Just Entered Super Contango. That’s Bad. Really Bad. 1215 1215 Oil Just Entered Super Contango. That’s Bad. Really Bad. full 9e4470cd-6a6e-48b4-9623-190176946c2e https://share.transistor.fm/s/dc64000f Even I am surprised at how quickly this has escalated. We got a big-time warning from the oil market earlier in the week. Whenever we see these things show up, usually there’s a little back and forth, in and out, the thing starts out as a little blip and stays that way for awhile. Then, maybe, you get a bigger move much later on. Not this time. The oil curve blew way past all of that in just a few days.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Even I am surprised at how quickly this has escalated. We got a big-time warning from the oil market earlier in the week. Whenever we see these things show up, usually there’s a little back and forth, in and out, the thing starts out as a little blip and stays that way for awhile. Then, maybe, you get a bigger move much later on. Not this time. The oil curve blew way past all of that in just a few days.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 20 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1248 Even I am surprised at how quickly this has escalated. We got a big-time warning from the oil market earlier in the week. Whenever we see these things show up, usually there’s a little back and forth, in and out, the thing starts out as a little blip and stays that way for awhile. Then, maybe, you get a bigger move much later on. Not this time. The oil curve blew way past all of that in just a few days.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Banks Are COLLAPSING... Again 1214 1214 BREAKING: Banks Are COLLAPSING... Again full 2edc6014-b519-45c4-b7bc-9ed757efdeea https://share.transistor.fm/s/c5c5b340 Two US regional banks rocked the markets with more potential loan losses tied to private credit and shadow banks. But it is NOT really about them or the scale of those defaults; they are relatively tiny. It's what continues to be uncovered, the common COLLATERAL thread in every single one so far. Combined with a very precarious macroeconomic and monetary background, it's explosive. 

They are encompassed by the secrets behind the financial and monetary signals we continue to highlight and expose here at EDU. Watch our most recent webinar replay to start seeing the truth hiding in plain sight - and just in time, in case you haven't noticed. Stick around to the end for the best deal we've offered on Eurodollar University's full control room of subscriptions. 

https://youtube.com/live/vnuKXWiIVac?feature=share

https://eurodollar.university/webinar-offer
CODE: 2025-OCT-WEBINAR-DDA3
--------------------------------------------------------------------------------

]]> Two US regional banks rocked the markets with more potential loan losses tied to private credit and shadow banks. But it is NOT really about them or the scale of those defaults; they are relatively tiny. It's what continues to be uncovered, the common COLLATERAL thread in every single one so far. Combined with a very precarious macroeconomic and monetary background, it's explosive. 

They are encompassed by the secrets behind the financial and monetary signals we continue to highlight and expose here at EDU. Watch our most recent webinar replay to start seeing the truth hiding in plain sight - and just in time, in case you haven't noticed. Stick around to the end for the best deal we've offered on Eurodollar University's full control room of subscriptions. 

https://youtube.com/live/vnuKXWiIVac?feature=share

https://eurodollar.university/webinar-offer
CODE: 2025-OCT-WEBINAR-DDA3
--------------------------------------------------------------------------------

]]> Sun, 19 Oct 2025 09:45:44 -0400 Jeff Snider Jeff Snider 1924 Two US regional banks rocked the markets with more potential loan losses tied to private credit and shadow banks. But it is NOT really about them or the scale of those defaults; they are relatively tiny. It's what continues to be uncovered, the common COLLATERAL thread in every single one so far. Combined with a very precarious macroeconomic and monetary background, it's explosive. 

They are encompassed by the secrets behind the financial and monetary signals we continue to highlight and expose here at EDU. Watch our most recent webinar replay to start seeing the truth hiding in plain sight - and just in time, in case you haven't noticed. Stick around to the end for the best deal we've offered on Eurodollar University's full control room of subscriptions. 

https://youtube.com/live/vnuKXWiIVac?feature=share

https://eurodollar.university/webinar-offer
CODE: 2025-OCT-WEBINAR-DDA3
--------------------------------------------------------------------------------

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WTF Is Happening to Silver Right Now?! (You Won’t Believe This) 1213 1213 WTF Is Happening to Silver Right Now?! (You Won’t Believe This) full e4ec6015-378d-43cb-bb24-d20bd0dce78d https://share.transistor.fm/s/5cdc4b80 Silver has gone absolutely vertical, even more than gold has. There is an historic squeeze going on in the silver market, centered in London. It started out driven by gold but the whole thing has been upended by imbalances in supply and the locations from where demand is coming from. How far can silver go? What’s really going on with it? And what should we expect next? Why does the matter for a whole lot more than the precious metals market? 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------
The secrets behind these and other financial and monetary signals. Watch our most recent webinar replay to start seeing the truth hiding in plain sight - and just in time, in case you haven't noticed. Stick around to the end for the best deal we've offered on Eurodollar University's full control room of subscriptions. 

https://youtube.com/live/vnuKXWiIVac?feature=share
--------------------------------------------------------------------------------

Bloomberg Silver Traders Rush Bars to London as Historic Squeeze Rocks Market
https://www.bloomberg.com/news/articles/2025-10-11/silver-squeeze-evokes-hunt-brothers-as-banks-rush-bars-to-london

Bloomberg Kotak Silver Fund Halts New Investments as Premium Widens
https://www.bloomberg.com/news/articles/2025-10-09/india-s-kotak-silver-fund-halts-new-investments-as-premium-grows

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Silver has gone absolutely vertical, even more than gold has. There is an historic squeeze going on in the silver market, centered in London. It started out driven by gold but the whole thing has been upended by imbalances in supply and the locations from where demand is coming from. How far can silver go? What’s really going on with it? And what should we expect next? Why does the matter for a whole lot more than the precious metals market? 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------
The secrets behind these and other financial and monetary signals. Watch our most recent webinar replay to start seeing the truth hiding in plain sight - and just in time, in case you haven't noticed. Stick around to the end for the best deal we've offered on Eurodollar University's full control room of subscriptions. 

https://youtube.com/live/vnuKXWiIVac?feature=share
--------------------------------------------------------------------------------

Bloomberg Silver Traders Rush Bars to London as Historic Squeeze Rocks Market
https://www.bloomberg.com/news/articles/2025-10-11/silver-squeeze-evokes-hunt-brothers-as-banks-rush-bars-to-london

Bloomberg Kotak Silver Fund Halts New Investments as Premium Widens
https://www.bloomberg.com/news/articles/2025-10-09/india-s-kotak-silver-fund-halts-new-investments-as-premium-grows

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 17 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1215 Silver has gone absolutely vertical, even more than gold has. There is an historic squeeze going on in the silver market, centered in London. It started out driven by gold but the whole thing has been upended by imbalances in supply and the locations from where demand is coming from. How far can silver go? What’s really going on with it? And what should we expect next? Why does the matter for a whole lot more than the precious metals market? 

Eurodollar University's Money & Macro Analysis

--------------------------------------------------------------------------------
The secrets behind these and other financial and monetary signals. Watch our most recent webinar replay to start seeing the truth hiding in plain sight - and just in time, in case you haven't noticed. Stick around to the end for the best deal we've offered on Eurodollar University's full control room of subscriptions. 

https://youtube.com/live/vnuKXWiIVac?feature=share
--------------------------------------------------------------------------------

Bloomberg Silver Traders Rush Bars to London as Historic Squeeze Rocks Market
https://www.bloomberg.com/news/articles/2025-10-11/silver-squeeze-evokes-hunt-brothers-as-banks-rush-bars-to-london

Bloomberg Kotak Silver Fund Halts New Investments as Premium Widens
https://www.bloomberg.com/news/articles/2025-10-09/india-s-kotak-silver-fund-halts-new-investments-as-premium-grows

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Jamie Dimon Just Said the Quiet Part Out Loud… 1212 1212 Jamie Dimon Just Said the Quiet Part Out Loud… full 3ef82fc8-87c2-4c81-a9e8-1cf695a4ef02 https://share.transistor.fm/s/58c39e3e With one quote, JP Morgan’s CEO Jamie Dimon created a mini-firestorm even if in this case, anyway, he was just saying what everyone is thinking. On JPMs earnings call yesterday, Dimon reportedly said, “I probably shouldn’t say this but when you see one cockroach there are probably more” in relation to the bankruptcies that have popped up recently. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg Powell Signals Another Cut as Weak Hiring Pressures Unemployment
https://www.bloomberg.com/news/articles/2025-10-14/powell-signals-another-cut-as-weak-hiring-pressures-unemployment

Bloomberg Private Credit Investors Sour on Funds as Rate Cuts Hurt Payouts
https://www.bloomberg.com/news/articles/2025-10-09/private-credit-investors-sour-on-funds-as-rate-cuts-hurt-payouts

Bloomberg Blue Owl Chief Points to Bank Loans for Dimon Cockroach Warning
https://www.bloomberg.com/news/articles/2025-10-15/blue-owl-chief-says-look-to-banks-loans-for-dimon-s-cockroaches

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> With one quote, JP Morgan’s CEO Jamie Dimon created a mini-firestorm even if in this case, anyway, he was just saying what everyone is thinking. On JPMs earnings call yesterday, Dimon reportedly said, “I probably shouldn’t say this but when you see one cockroach there are probably more” in relation to the bankruptcies that have popped up recently. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg Powell Signals Another Cut as Weak Hiring Pressures Unemployment
https://www.bloomberg.com/news/articles/2025-10-14/powell-signals-another-cut-as-weak-hiring-pressures-unemployment

Bloomberg Private Credit Investors Sour on Funds as Rate Cuts Hurt Payouts
https://www.bloomberg.com/news/articles/2025-10-09/private-credit-investors-sour-on-funds-as-rate-cuts-hurt-payouts

Bloomberg Blue Owl Chief Points to Bank Loans for Dimon Cockroach Warning
https://www.bloomberg.com/news/articles/2025-10-15/blue-owl-chief-says-look-to-banks-loans-for-dimon-s-cockroaches

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 16 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1122 With one quote, JP Morgan’s CEO Jamie Dimon created a mini-firestorm even if in this case, anyway, he was just saying what everyone is thinking. On JPMs earnings call yesterday, Dimon reportedly said, “I probably shouldn’t say this but when you see one cockroach there are probably more” in relation to the bankruptcies that have popped up recently. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg Powell Signals Another Cut as Weak Hiring Pressures Unemployment
https://www.bloomberg.com/news/articles/2025-10-14/powell-signals-another-cut-as-weak-hiring-pressures-unemployment

Bloomberg Private Credit Investors Sour on Funds as Rate Cuts Hurt Payouts
https://www.bloomberg.com/news/articles/2025-10-09/private-credit-investors-sour-on-funds-as-rate-cuts-hurt-payouts

Bloomberg Blue Owl Chief Points to Bank Loans for Dimon Cockroach Warning
https://www.bloomberg.com/news/articles/2025-10-15/blue-owl-chief-says-look-to-banks-loans-for-dimon-s-cockroaches

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Oil Curve Just Flipped (This Always Ends Badly) 1211 1211 BREAKING: Oil Curve Just Flipped (This Always Ends Badly) full 8c2e5b20-5fb7-4a08-8bd0-10002e05a590 https://share.transistor.fm/s/768b1e59 A big signal we - and the whole market - have been waiting for was triggered. Better still, there is no ambiguity with this one. The oil curve has flipped for the first time in years in what is a very clear downturn signal. They call it a supply glut when there is no mistaking it's all about demand.

]]> A big signal we - and the whole market - have been waiting for was triggered. Better still, there is no ambiguity with this one. The oil curve has flipped for the first time in years in what is a very clear downturn signal. They call it a supply glut when there is no mistaking it's all about demand.

]]> Wed, 15 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1168 A big signal we - and the whole market - have been waiting for was triggered. Better still, there is no ambiguity with this one. The oil curve has flipped for the first time in years in what is a very clear downturn signal. They call it a supply glut when there is no mistaking it's all about demand.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WARNING: Something Just Broke in the Financial System 1210 1210 WARNING: Something Just Broke in the Financial System full 5370d2a6-6029-44ea-af30-4b390239ba96 https://share.transistor.fm/s/ba9fb3c9 It’s not just the $2.3 billion that allegedly simply vanished; it’s how and maybe most important of all, why. Second guessing collateral this way does not end well. Especially since this does not appear to be a one-off case of embezzlement and outright theft, rather a relatively large company which made some bad choices pressured into doing so by the economy and given the opportunity by less than ideal protections and security. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

Reuters First Brands' creditor says $2.3 billion 'simply vanished', seeks probe
https://www.reuters.com/world/us/first-brands-creditor-says-23-billion-simply-vanished-seeks-probe-2025-10-09/

Bloomberg Aegon’s Junk Debt Chief Braces for Credit Pain as Cracks Spread
https://www.bloomberg.com/news/articles/2025-10-09/aegon-s-junk-debt-chief-braces-for-credit-pain-as-cracks-spread

Bloomberg Corporate Blowups Are Rattling Investors in Emerging Markets
https://www.bloomberg.com/news/articles/2025-10-12/corporate-blowups-are-rattling-investors-in-emerging-markets

United Capital
https://ucfunding.com/

Triumph 
https://triumph.io/

Onset Financial
https://www.onsetfinancial.com/case-studies/aircraft-parts-supplier-50m

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> It’s not just the $2.3 billion that allegedly simply vanished; it’s how and maybe most important of all, why. Second guessing collateral this way does not end well. Especially since this does not appear to be a one-off case of embezzlement and outright theft, rather a relatively large company which made some bad choices pressured into doing so by the economy and given the opportunity by less than ideal protections and security. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

Reuters First Brands' creditor says $2.3 billion 'simply vanished', seeks probe
https://www.reuters.com/world/us/first-brands-creditor-says-23-billion-simply-vanished-seeks-probe-2025-10-09/

Bloomberg Aegon’s Junk Debt Chief Braces for Credit Pain as Cracks Spread
https://www.bloomberg.com/news/articles/2025-10-09/aegon-s-junk-debt-chief-braces-for-credit-pain-as-cracks-spread

Bloomberg Corporate Blowups Are Rattling Investors in Emerging Markets
https://www.bloomberg.com/news/articles/2025-10-12/corporate-blowups-are-rattling-investors-in-emerging-markets

United Capital
https://ucfunding.com/

Triumph 
https://triumph.io/

Onset Financial
https://www.onsetfinancial.com/case-studies/aircraft-parts-supplier-50m

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 14 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1180 It’s not just the $2.3 billion that allegedly simply vanished; it’s how and maybe most important of all, why. Second guessing collateral this way does not end well. Especially since this does not appear to be a one-off case of embezzlement and outright theft, rather a relatively large company which made some bad choices pressured into doing so by the economy and given the opportunity by less than ideal protections and security. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

Reuters First Brands' creditor says $2.3 billion 'simply vanished', seeks probe
https://www.reuters.com/world/us/first-brands-creditor-says-23-billion-simply-vanished-seeks-probe-2025-10-09/

Bloomberg Aegon’s Junk Debt Chief Braces for Credit Pain as Cracks Spread
https://www.bloomberg.com/news/articles/2025-10-09/aegon-s-junk-debt-chief-braces-for-credit-pain-as-cracks-spread

Bloomberg Corporate Blowups Are Rattling Investors in Emerging Markets
https://www.bloomberg.com/news/articles/2025-10-12/corporate-blowups-are-rattling-investors-in-emerging-markets

United Capital
https://ucfunding.com/

Triumph 
https://triumph.io/

Onset Financial
https://www.onsetfinancial.com/case-studies/aircraft-parts-supplier-50m

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Credit Markets Just Broke (Again) 1209 1209 BREAKING: Credit Markets Just Broke (Again) full 846e68bc-045f-4e6f-b77f-0efc80747a65 https://share.transistor.fm/s/bded89b4 Crytpo saw its biggest liquidations in history Friday when Trade Wars 2.2 flared up. Commodities were also pounded, bonds bigtime bid, even stocks sent significantly lower. Tariffs aren't really the issue here, either, as a confluence of negatives have been sapping sentiment for the past few weeks.

Eurodollar University's Money & Macro Analysis

This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Crytpo saw its biggest liquidations in history Friday when Trade Wars 2.2 flared up. Commodities were also pounded, bonds bigtime bid, even stocks sent significantly lower. Tariffs aren't really the issue here, either, as a confluence of negatives have been sapping sentiment for the past few weeks.

Eurodollar University's Money & Macro Analysis

This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 13 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1223 Crytpo saw its biggest liquidations in history Friday when Trade Wars 2.2 flared up. Commodities were also pounded, bonds bigtime bid, even stocks sent significantly lower. Tariffs aren't really the issue here, either, as a confluence of negatives have been sapping sentiment for the past few weeks.

Eurodollar University's Money & Macro Analysis

This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Fed JUST Confirmed the U.S. Housing Bust Has Begun 1208 1208 The Fed JUST Confirmed the U.S. Housing Bust Has Begun full 29a49593-cb40-401d-a1f3-1f870bddee6c https://share.transistor.fm/s/57e7e139 The growing macro bust in housing has become serious enough even the Fed is letting the public know officials are talking about it. I keep telling you that when central bankers see it too, you know it isn’t good. The Federal Reserve’s policymaking body, the FOMC, released the minutes of its meeting last month, the one where policymakers decided to dip back into the Pringles can with a single twenty five-bp rate cut. 

Eurodollar University's Money & Macro Analysis

This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

eurodollar.university/memberships
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The growing macro bust in housing has become serious enough even the Fed is letting the public know officials are talking about it. I keep telling you that when central bankers see it too, you know it isn’t good. The Federal Reserve’s policymaking body, the FOMC, released the minutes of its meeting last month, the one where policymakers decided to dip back into the Pringles can with a single twenty five-bp rate cut. 

Eurodollar University's Money & Macro Analysis

This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

eurodollar.university/memberships
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 12 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1175 The growing macro bust in housing has become serious enough even the Fed is letting the public know officials are talking about it. I keep telling you that when central bankers see it too, you know it isn’t good. The Federal Reserve’s policymaking body, the FOMC, released the minutes of its meeting last month, the one where policymakers decided to dip back into the Pringles can with a single twenty five-bp rate cut. 

Eurodollar University's Money & Macro Analysis

This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

eurodollar.university/memberships
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Germany’s Auto Industry Just Collapsed 1207 1207 Germany’s Auto Industry Just Collapsed full 6b4722b6-2037-469c-aa26-c5cfe884acb8 https://share.transistor.fm/s/8d23c1aa Germany’s auto production absolutely crashed, falling by almost 20% in just a single month. This becomes the latest stark warning about the direction of the global economy coming from the car business. And that report on production was corroborated by Mercedes, BMW, Porsche, Ferrari, all of them reporting results and forecasts this week that have sent their stocks plunging. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

Bloomberg German Industrial Slump Deepens on Auto Production Plunge
https://www.bloomberg.com/news/articles/2025-10-08/german-industrial-slump-deepens-with-shutdown-in-auto-production

Bloomberg German Exports Unexpectedly Drop as Shipments to the US Sink
https://www.bloomberg.com/news/articles/2025-10-09/german-exports-unexpectedly-drop-as-shipments-to-the-us-sink

DPA Germany's Mercedes-Benz sees sales plunge 12% in third quarter
https://finance.yahoo.com/news/germanys-mercedes-benz-sees-sales-131348096.html

Bloomberg Porsche’s Sinking Sales Deepen German Automotive Malaise
https://www.bloomberg.com/news/articles/2025-10-09/porsche-s-sinking-sales-deepen-german-automotive-malaise

Bloomberg BMW Drops After Forecast Cut on China Slump, Tariff Costs
https://www.bloomberg.com/news/articles/2025-10-07/bmw-lowers-annual-guidance-on-weak-china-sales-tariff-costs

BMWblog BMW Admits Tariffs And Sales Slump In China Are Hurting Profits
https://www.bmwblog.com/2025/10/07/bmw-admits-tariffs-sales-slump-china-hurting-profits/

Dow Jones Ferrari Shares Plunge as Long-Term Targets Disappoint — Update
https://www.morningstar.com/news/dow-jones/202510094181/ferrari-shares-plunge-as-long-term-targets-disappoint-update

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Germany’s auto production absolutely crashed, falling by almost 20% in just a single month. This becomes the latest stark warning about the direction of the global economy coming from the car business. And that report on production was corroborated by Mercedes, BMW, Porsche, Ferrari, all of them reporting results and forecasts this week that have sent their stocks plunging. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

Bloomberg German Industrial Slump Deepens on Auto Production Plunge
https://www.bloomberg.com/news/articles/2025-10-08/german-industrial-slump-deepens-with-shutdown-in-auto-production

Bloomberg German Exports Unexpectedly Drop as Shipments to the US Sink
https://www.bloomberg.com/news/articles/2025-10-09/german-exports-unexpectedly-drop-as-shipments-to-the-us-sink

DPA Germany's Mercedes-Benz sees sales plunge 12% in third quarter
https://finance.yahoo.com/news/germanys-mercedes-benz-sees-sales-131348096.html

Bloomberg Porsche’s Sinking Sales Deepen German Automotive Malaise
https://www.bloomberg.com/news/articles/2025-10-09/porsche-s-sinking-sales-deepen-german-automotive-malaise

Bloomberg BMW Drops After Forecast Cut on China Slump, Tariff Costs
https://www.bloomberg.com/news/articles/2025-10-07/bmw-lowers-annual-guidance-on-weak-china-sales-tariff-costs

BMWblog BMW Admits Tariffs And Sales Slump In China Are Hurting Profits
https://www.bmwblog.com/2025/10/07/bmw-admits-tariffs-sales-slump-china-hurting-profits/

Dow Jones Ferrari Shares Plunge as Long-Term Targets Disappoint — Update
https://www.morningstar.com/news/dow-jones/202510094181/ferrari-shares-plunge-as-long-term-targets-disappoint-update

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 10 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1260 Germany’s auto production absolutely crashed, falling by almost 20% in just a single month. This becomes the latest stark warning about the direction of the global economy coming from the car business. And that report on production was corroborated by Mercedes, BMW, Porsche, Ferrari, all of them reporting results and forecasts this week that have sent their stocks plunging. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

Bloomberg German Industrial Slump Deepens on Auto Production Plunge
https://www.bloomberg.com/news/articles/2025-10-08/german-industrial-slump-deepens-with-shutdown-in-auto-production

Bloomberg German Exports Unexpectedly Drop as Shipments to the US Sink
https://www.bloomberg.com/news/articles/2025-10-09/german-exports-unexpectedly-drop-as-shipments-to-the-us-sink

DPA Germany's Mercedes-Benz sees sales plunge 12% in third quarter
https://finance.yahoo.com/news/germanys-mercedes-benz-sees-sales-131348096.html

Bloomberg Porsche’s Sinking Sales Deepen German Automotive Malaise
https://www.bloomberg.com/news/articles/2025-10-09/porsche-s-sinking-sales-deepen-german-automotive-malaise

Bloomberg BMW Drops After Forecast Cut on China Slump, Tariff Costs
https://www.bloomberg.com/news/articles/2025-10-07/bmw-lowers-annual-guidance-on-weak-china-sales-tariff-costs

BMWblog BMW Admits Tariffs And Sales Slump In China Are Hurting Profits
https://www.bmwblog.com/2025/10/07/bmw-admits-tariffs-sales-slump-china-hurting-profits/

Dow Jones Ferrari Shares Plunge as Long-Term Targets Disappoint — Update
https://www.morningstar.com/news/dow-jones/202510094181/ferrari-shares-plunge-as-long-term-targets-disappoint-update

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No URGENT: Global Central Banks Are Panic Cutting Rates… Is America Next? 1206 1206 URGENT: Global Central Banks Are Panic Cutting Rates… Is America Next? full ac3e498b-d4f0-4ddf-87fc-df1968ff0d97 https://share.transistor.fm/s/2fa787fb Another major central bank panicked today into a 50 bps rate cut, just as markets have been predicting. Not only that, officials at that bank said they’re ready for more as ultra-low rates are back within reach already. The Pringles can is far from empty even though central banks around the world would like you to believe they are in a good place. On the contrary, rate cuts really are like pringles – once central bankers start they’re finding everywhere they can’t stop.    

Eurodollar University's Money & Macro Analysis


This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

https://eurodollaruniversity.substack.com
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Another major central bank panicked today into a 50 bps rate cut, just as markets have been predicting. Not only that, officials at that bank said they’re ready for more as ultra-low rates are back within reach already. The Pringles can is far from empty even though central banks around the world would like you to believe they are in a good place. On the contrary, rate cuts really are like pringles – once central bankers start they’re finding everywhere they can’t stop.    

Eurodollar University's Money & Macro Analysis


This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

https://eurodollaruniversity.substack.com
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 09 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1250 Another major central bank panicked today into a 50 bps rate cut, just as markets have been predicting. Not only that, officials at that bank said they’re ready for more as ultra-low rates are back within reach already. The Pringles can is far from empty even though central banks around the world would like you to believe they are in a good place. On the contrary, rate cuts really are like pringles – once central bankers start they’re finding everywhere they can’t stop.    

Eurodollar University's Money & Macro Analysis


This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

https://eurodollaruniversity.substack.com
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Repo Fails Are SKYROCKETING (Something Big Is Happening) 1205 1205 Repo Fails Are SKYROCKETING (Something Big Is Happening) full d3ae6ffc-751d-4230-ba1f-a4626439c791 https://share.transistor.fm/s/4d08f2bf Repo fails have jumped to more than $320 billion as of the final full week in September, the highest since the very start of January. More importantly, the timing. While there are technical reasons for rising fails, they have been increasing since the first week in August, right when the July payroll report came out. There’s also been substantial selling of foreign reserve assets, an enormous amount which likewise is timed to the release of payroll estimates. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------

This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 

https://eurodollar.university/memberships
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Repo fails have jumped to more than $320 billion as of the final full week in September, the highest since the very start of January. More importantly, the timing. While there are technical reasons for rising fails, they have been increasing since the first week in August, right when the July payroll report came out. There’s also been substantial selling of foreign reserve assets, an enormous amount which likewise is timed to the release of payroll estimates. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------

This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 

https://eurodollar.university/memberships
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 08 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1240 Repo fails have jumped to more than $320 billion as of the final full week in September, the highest since the very start of January. More importantly, the timing. While there are technical reasons for rising fails, they have been increasing since the first week in August, right when the July payroll report came out. There’s also been substantial selling of foreign reserve assets, an enormous amount which likewise is timed to the release of payroll estimates. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------

This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 

https://eurodollar.university/memberships
---------------------------------------------------------------------------------------------------------------------

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oil Just Confirmed What Everyone’s Been Afraid Of 1204 1204 Oil Just Confirmed What Everyone’s Been Afraid Of full 314a6670-c634-4135-8932-fcb1b157586b https://share.transistor.fm/s/fe3f7737 OPEC this past weekend agreed to raise production into a falling market, putting it on the edge of confirming a major worldwide downturn. This is why, despite the crude cartel not increasing supply as much as feared, oil prices didn’t really react. There are far greater problems plaguing the energy markets, including tightening dollar conditions which go right along with this major market warning. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

CNBC Oil rises more than 1% after OPEC+ hikes output less than expected
https://www.cnbc.com/2025/10/06/oil-prices-gain-1percent-after-lower-than-expected-opec-output-hike.html

Bloomberg The Oil Market’s 2026 Tsunami Will Be Costly to Finance
https://www.bloomberg.com/opinion/articles/2025-10-06/the-oil-market-s-2026-tsunami-will-be-costly-to-finance

Bloomberg Unsold Oil From Middle East Hints at Early Signs of Global Glut
https://www.bloomberg.com/news/articles/2025-10-02/unsold-oil-from-middle-east-hints-at-early-signs-of-global-glut

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> OPEC this past weekend agreed to raise production into a falling market, putting it on the edge of confirming a major worldwide downturn. This is why, despite the crude cartel not increasing supply as much as feared, oil prices didn’t really react. There are far greater problems plaguing the energy markets, including tightening dollar conditions which go right along with this major market warning. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

CNBC Oil rises more than 1% after OPEC+ hikes output less than expected
https://www.cnbc.com/2025/10/06/oil-prices-gain-1percent-after-lower-than-expected-opec-output-hike.html

Bloomberg The Oil Market’s 2026 Tsunami Will Be Costly to Finance
https://www.bloomberg.com/opinion/articles/2025-10-06/the-oil-market-s-2026-tsunami-will-be-costly-to-finance

Bloomberg Unsold Oil From Middle East Hints at Early Signs of Global Glut
https://www.bloomberg.com/news/articles/2025-10-02/unsold-oil-from-middle-east-hints-at-early-signs-of-global-glut

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 07 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1328 OPEC this past weekend agreed to raise production into a falling market, putting it on the edge of confirming a major worldwide downturn. This is why, despite the crude cartel not increasing supply as much as feared, oil prices didn’t really react. There are far greater problems plaguing the energy markets, including tightening dollar conditions which go right along with this major market warning. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

CNBC Oil rises more than 1% after OPEC+ hikes output less than expected
https://www.cnbc.com/2025/10/06/oil-prices-gain-1percent-after-lower-than-expected-opec-output-hike.html

Bloomberg The Oil Market’s 2026 Tsunami Will Be Costly to Finance
https://www.bloomberg.com/opinion/articles/2025-10-06/the-oil-market-s-2026-tsunami-will-be-costly-to-finance

Bloomberg Unsold Oil From Middle East Hints at Early Signs of Global Glut
https://www.bloomberg.com/news/articles/2025-10-02/unsold-oil-from-middle-east-hints-at-early-signs-of-global-glut

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Shadow Credit Crisis That Could Shock the World 1203 1203 The Shadow Credit Crisis That Could Shock the World full 3a9e5054-8bba-451e-9f01-f3f5f85734d3 https://share.transistor.fm/s/872e3da8 These recent bankruptcies have garnered close attention from the marketplace because they represent the very real possibility serious cracks have already weakened credit markets...to the point even the stock market (part of it, anyway) is taking a hard look. Ally, Bread Financial, Affirm, even Capital One, they've all see their stocks plummet. There's more here than it seems because of all the noise about share indexes and their own record highs. Everyone has ignored job losses, until now that is. 

Eurodollar University conversation w/Steve Van Metre

----------------------------------------------------------------
This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
----------------------------------------------------------------

Bloomberg Subprime Credit Troubles Send Shares of Consumer Lenders Reeling
https://www.bloomberg.com/news/articles/2025-10-03/subprime-credit-troubles-send-shares-of-consumer-lenders-reeling

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> These recent bankruptcies have garnered close attention from the marketplace because they represent the very real possibility serious cracks have already weakened credit markets...to the point even the stock market (part of it, anyway) is taking a hard look. Ally, Bread Financial, Affirm, even Capital One, they've all see their stocks plummet. There's more here than it seems because of all the noise about share indexes and their own record highs. Everyone has ignored job losses, until now that is. 

Eurodollar University conversation w/Steve Van Metre

----------------------------------------------------------------
This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
----------------------------------------------------------------

Bloomberg Subprime Credit Troubles Send Shares of Consumer Lenders Reeling
https://www.bloomberg.com/news/articles/2025-10-03/subprime-credit-troubles-send-shares-of-consumer-lenders-reeling

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 06 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1238 These recent bankruptcies have garnered close attention from the marketplace because they represent the very real possibility serious cracks have already weakened credit markets...to the point even the stock market (part of it, anyway) is taking a hard look. Ally, Bread Financial, Affirm, even Capital One, they've all see their stocks plummet. There's more here than it seems because of all the noise about share indexes and their own record highs. Everyone has ignored job losses, until now that is. 

Eurodollar University conversation w/Steve Van Metre

----------------------------------------------------------------
This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks. 

https://webinar.eurodollar-university.com/home
----------------------------------------------------------------

Bloomberg Subprime Credit Troubles Send Shares of Consumer Lenders Reeling
https://www.bloomberg.com/news/articles/2025-10-03/subprime-credit-troubles-send-shares-of-consumer-lenders-reeling

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Walmart, Target, and Amazon Are Quietly Preparing for Something Big 1202 1202 Walmart, Target, and Amazon Are Quietly Preparing for Something Big full cb5b2430-2776-4ddb-9d68-08853bd3e795 https://share.transistor.fm/s/750336b2 Like Amazon, now Walmart and Target are holding similar “fall” savings events promising to offer big savings. All three of them know the consumer economy is in deep trouble, thus the overemphasis on savings. But it’s not just what these retailers are doing for customers, it’s what they aren’t doing for workers. According to a range of sources, including the retailers themselves, they are not hiring. 

Eurodollar University's Money & Macro Analysis

For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares

Follow @21Shares on Instagram: https://www.instagram.com/21shares_/

Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/

Follow @21Shares on X: https://x.com/21Shares_US

----------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://webinar.eurodollar-university.com/home
----------------------------------------------------------------

Challenger Gray & Christmas 
https://www.challengergray.com/blog/september-job-cuts-fall-37-from-august-ytd-total-highest-since-2020-lowest-ytd-hiring-since-2009/

Retail Dive How retailers are hiring for the 2025 holiday season
https://www.retaildive.com/news/retail-holiday-season-hiring-job-cuts/760900/

ISM Services September 2025
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/services/september/

FRBNY Business Leaders Survey
https://www.newyorkfed.org/medialibrary/media/Survey/business_leaders/2025/2025_09blsreport.pdf?sc_lang=en&hash=872CB84D638D0F3D1A3F833365E25EF4

Dallas Fed Texas Services Outlook Survey
https://www.dallasfed.org/research/surveys/tssos/2025/2509

]]> Like Amazon, now Walmart and Target are holding similar “fall” savings events promising to offer big savings. All three of them know the consumer economy is in deep trouble, thus the overemphasis on savings. But it’s not just what these retailers are doing for customers, it’s what they aren’t doing for workers. According to a range of sources, including the retailers themselves, they are not hiring. 

Eurodollar University's Money & Macro Analysis

For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares

Follow @21Shares on Instagram: https://www.instagram.com/21shares_/

Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/

Follow @21Shares on X: https://x.com/21Shares_US

----------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://webinar.eurodollar-university.com/home
----------------------------------------------------------------

Challenger Gray & Christmas 
https://www.challengergray.com/blog/september-job-cuts-fall-37-from-august-ytd-total-highest-since-2020-lowest-ytd-hiring-since-2009/

Retail Dive How retailers are hiring for the 2025 holiday season
https://www.retaildive.com/news/retail-holiday-season-hiring-job-cuts/760900/

ISM Services September 2025
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/services/september/

FRBNY Business Leaders Survey
https://www.newyorkfed.org/medialibrary/media/Survey/business_leaders/2025/2025_09blsreport.pdf?sc_lang=en&hash=872CB84D638D0F3D1A3F833365E25EF4

Dallas Fed Texas Services Outlook Survey
https://www.dallasfed.org/research/surveys/tssos/2025/2509

]]> Sun, 05 Oct 2025 09:47:40 -0400 Jeff Snider Jeff Snider 1196 Like Amazon, now Walmart and Target are holding similar “fall” savings events promising to offer big savings. All three of them know the consumer economy is in deep trouble, thus the overemphasis on savings. But it’s not just what these retailers are doing for customers, it’s what they aren’t doing for workers. According to a range of sources, including the retailers themselves, they are not hiring. 

Eurodollar University's Money & Macro Analysis

For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares

Follow @21Shares on Instagram: https://www.instagram.com/21shares_/

Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/

Follow @21Shares on X: https://x.com/21Shares_US

----------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://webinar.eurodollar-university.com/home
----------------------------------------------------------------

Challenger Gray & Christmas 
https://www.challengergray.com/blog/september-job-cuts-fall-37-from-august-ytd-total-highest-since-2020-lowest-ytd-hiring-since-2009/

Retail Dive How retailers are hiring for the 2025 holiday season
https://www.retaildive.com/news/retail-holiday-season-hiring-job-cuts/760900/

ISM Services September 2025
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/services/september/

FRBNY Business Leaders Survey
https://www.newyorkfed.org/medialibrary/media/Survey/business_leaders/2025/2025_09blsreport.pdf?sc_lang=en&hash=872CB84D638D0F3D1A3F833365E25EF4

Dallas Fed Texas Services Outlook Survey
https://www.dallasfed.org/research/surveys/tssos/2025/2509

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Billions Are Pouring Into Switzerland…Here’s the Terrifying Reason Why 1201 1201 Billions Are Pouring Into Switzerland…Here’s the Terrifying Reason Why full a2a50e84-e5ee-4387-a855-9315c7a7cc89 https://share.transistor.fm/s/235f32f6 Money from around the world continues to pour into Swiss bond markets, driving yields there down below zero and keeping them that way. Because Switzerland remains a key global money center in the eurodollar world, this kind of heightened demand for safety is directly related to rising worries about the rest of the world. Moreover, the Swiss curve is an indication of what we should expect from global rates moving forward.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Money from around the world continues to pour into Swiss bond markets, driving yields there down below zero and keeping them that way. Because Switzerland remains a key global money center in the eurodollar world, this kind of heightened demand for safety is directly related to rising worries about the rest of the world. Moreover, the Swiss curve is an indication of what we should expect from global rates moving forward.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 03 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1199 Money from around the world continues to pour into Swiss bond markets, driving yields there down below zero and keeping them that way. Because Switzerland remains a key global money center in the eurodollar world, this kind of heightened demand for safety is directly related to rising worries about the rest of the world. Moreover, the Swiss curve is an indication of what we should expect from global rates moving forward.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Warning Signs Are Terrifying…And Oil Just Confirmed It 1200 1200 The Warning Signs Are Terrifying…And Oil Just Confirmed It full 1ba222a0-fc27-4770-a3e1-bd769a34b051 https://share.transistor.fm/s/77676092 This week has seen one oil company after another announce major layoffs. The oil curve is within sight of flipping and wholesale gasoline prices are only a penny above their lowest since 2021. Why? The answer was all over ADP's private payroll report for September. 

Eurodollar University's Money & Macro Analysis

For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

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ADP 
https://adpemploymentreport.com/

IEA Oil Market Report August 2025
https://www.iea.org/reports/oil-market-report-august-2025

HRD Imperial Oil, ExxonMobil announce major layoffs for Canada amid global restructuring
https://www.hcamag.com/ca/news/general/imperial-oil-exxonmobil-announce-major-layoffs-for-canada-amid-global-restructuring/551612

Dow Jones TotalEnergies to Cut Costs While Boosting Oil, Gas Output Through 2030 — Update
https://www.morningstar.com/news/dow-jones/202509296462/totalenergies-to-cut-costs-while-boosting-oil-gas-output-through-2030-update

Fox Business Exxon to slash thousands of jobs
https://www.foxbusiness.com/media/exxon-slash-thousands-jobs-major-corporate-overhaul-comprehensive-restructuring-plan

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Disclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

]]> This week has seen one oil company after another announce major layoffs. The oil curve is within sight of flipping and wholesale gasoline prices are only a penny above their lowest since 2021. Why? The answer was all over ADP's private payroll report for September. 

Eurodollar University's Money & Macro Analysis

For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares

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ADP 
https://adpemploymentreport.com/

IEA Oil Market Report August 2025
https://www.iea.org/reports/oil-market-report-august-2025

HRD Imperial Oil, ExxonMobil announce major layoffs for Canada amid global restructuring
https://www.hcamag.com/ca/news/general/imperial-oil-exxonmobil-announce-major-layoffs-for-canada-amid-global-restructuring/551612

Dow Jones TotalEnergies to Cut Costs While Boosting Oil, Gas Output Through 2030 — Update
https://www.morningstar.com/news/dow-jones/202509296462/totalenergies-to-cut-costs-while-boosting-oil-gas-output-through-2030-update

Fox Business Exxon to slash thousands of jobs
https://www.foxbusiness.com/media/exxon-slash-thousands-jobs-major-corporate-overhaul-comprehensive-restructuring-plan

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Disclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

]]> Thu, 02 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1297 This week has seen one oil company after another announce major layoffs. The oil curve is within sight of flipping and wholesale gasoline prices are only a penny above their lowest since 2021. Why? The answer was all over ADP's private payroll report for September. 

Eurodollar University's Money & Macro Analysis

For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares

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----------------------------------------------------------------
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----------------------------------------------------------------

ADP 
https://adpemploymentreport.com/

IEA Oil Market Report August 2025
https://www.iea.org/reports/oil-market-report-august-2025

HRD Imperial Oil, ExxonMobil announce major layoffs for Canada amid global restructuring
https://www.hcamag.com/ca/news/general/imperial-oil-exxonmobil-announce-major-layoffs-for-canada-amid-global-restructuring/551612

Dow Jones TotalEnergies to Cut Costs While Boosting Oil, Gas Output Through 2030 — Update
https://www.morningstar.com/news/dow-jones/202509296462/totalenergies-to-cut-costs-while-boosting-oil-gas-output-through-2030-update

Fox Business Exxon to slash thousands of jobs
https://www.foxbusiness.com/media/exxon-slash-thousands-jobs-major-corporate-overhaul-comprehensive-restructuring-plan

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Disclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Job Report Just Flipped the ENTIRE Jobs Narrative Upside Down 1199 1199 This Job Report Just Flipped the ENTIRE Jobs Narrative Upside Down full aa171db3-79db-455c-8a5c-81f10c65d91c https://share.transistor.fm/s/fa15a94f The latest report on jobs changes everything. The hiring rate in August dropped to its lowest level since April of 2020. April 2020. It’s another clear sign that the labor market is visiting Dr. Beveridge and right in time for Amazon Prime Days which begin a week from now. Consumer confidence fell sharply here for September in even more new data, with workers reporting they also feel job availability is at a multi-year low, so it’s not just in the high level data, this thing is also making waves on the ground. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
It is absolutely critical to understand the hidden truth or really truths about what interest rates are saying. Decoding them isn’t really that difficult, either, once you step away from mainstream Economics. And that’s what we’re going to do on Tuesday October 14 at 6 pm ET. Join me for a full webinar as we break down these secrets to interest rates that really shouldn’t be.
Sign up for our webinar on the Hidden Truth Behind Interest Rates:

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method.

If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 
https://eurodollar.university/memberships 
---------------------------------------------------------------------------------------------------------------------

Conference Board 
https://www.conference-board.org/topics/consumer-confidence/

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The latest report on jobs changes everything. The hiring rate in August dropped to its lowest level since April of 2020. April 2020. It’s another clear sign that the labor market is visiting Dr. Beveridge and right in time for Amazon Prime Days which begin a week from now. Consumer confidence fell sharply here for September in even more new data, with workers reporting they also feel job availability is at a multi-year low, so it’s not just in the high level data, this thing is also making waves on the ground. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
It is absolutely critical to understand the hidden truth or really truths about what interest rates are saying. Decoding them isn’t really that difficult, either, once you step away from mainstream Economics. And that’s what we’re going to do on Tuesday October 14 at 6 pm ET. Join me for a full webinar as we break down these secrets to interest rates that really shouldn’t be.
Sign up for our webinar on the Hidden Truth Behind Interest Rates:

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method.

If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 
https://eurodollar.university/memberships 
---------------------------------------------------------------------------------------------------------------------

Conference Board 
https://www.conference-board.org/topics/consumer-confidence/

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 01 Oct 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1184 The latest report on jobs changes everything. The hiring rate in August dropped to its lowest level since April of 2020. April 2020. It’s another clear sign that the labor market is visiting Dr. Beveridge and right in time for Amazon Prime Days which begin a week from now. Consumer confidence fell sharply here for September in even more new data, with workers reporting they also feel job availability is at a multi-year low, so it’s not just in the high level data, this thing is also making waves on the ground. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
It is absolutely critical to understand the hidden truth or really truths about what interest rates are saying. Decoding them isn’t really that difficult, either, once you step away from mainstream Economics. And that’s what we’re going to do on Tuesday October 14 at 6 pm ET. Join me for a full webinar as we break down these secrets to interest rates that really shouldn’t be.
Sign up for our webinar on the Hidden Truth Behind Interest Rates:

https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method.

If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 
https://eurodollar.university/memberships 
---------------------------------------------------------------------------------------------------------------------

Conference Board 
https://www.conference-board.org/topics/consumer-confidence/

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This is THE Economic Canary in the Coal Mine 1198 1198 This is THE Economic Canary in the Coal Mine full 21345b64-82ec-4c3a-ba74-54ca056c492c https://share.transistor.fm/s/4d491b14 What is going on in the auto world? First, Tricolor goes bankrupt. Then parts supplier First Brands follows them. CarMax reports dismal earnings. Even Germany's Bosch decided to lay off another 13,000 workers. It's not just a canary in the coal mine, there's a whole flock - or fleet - of them. 

Eurodollar University's Money & Macro Analysis
---------------------------------------------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

CarMax Second Quarter Earnings
https://investors.carmax.com/news-and-events/news/news-details/2025/CarMax-Reports-Second-Quarter-Fiscal-Year-2026-Results/default.aspx

CNBC CarMax stock plummets 20% following ‘challenging’ quarter
https://www.cnbc.com/2025/09/25/carmax-stock-plummets-after-missed-wall-streets-expectations.html

MarketWatch CarMax sees surprise drop in used-car sales even at lower prices, and the stock dives
https://www.marketwatch.com/story/carmax-sees-unexpected-drop-in-used-car-sales-even-at-lower-prices-and-the-stock-dives-7dc067b0

Bloomberg Economists Lower US Job Growth Through 2026, Fueling Rate Cuts
https://www.bloomberg.com/news/articles/2025-09-26/economists-lower-us-job-growth-through-2026-fueling-rate-cuts

GTR First Brands supply chain finance debt tops US$866mn
https://www.gtreview.com/news/americas/first-brands-supply-chain-finance-debt-tops-us866mn/

Bloomberg First Brands Files for Bankruptcy After Lender Scrutiny
https://www.bloomberg.com/news/articles/2025-09-29/auto-parts-supplier-first-brands-files-for-bankruptcy

Q3 2025 Cox Automotive Dealer Sentiment Index Shows Steady Confidence Amid Economic Headwinds
https://www.coxautoinc.com/insights-hub/q3-2025-cadsi/

Bloomberg Bosch to Shed 13,000 Jobs as Auto-Industry Slump Deepens
https://www.bloomberg.com/news/articles/2025-09-25/bosch-to-shed-another-13-000-jobs-as-auto-industry-slump-deepens

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> What is going on in the auto world? First, Tricolor goes bankrupt. Then parts supplier First Brands follows them. CarMax reports dismal earnings. Even Germany's Bosch decided to lay off another 13,000 workers. It's not just a canary in the coal mine, there's a whole flock - or fleet - of them. 

Eurodollar University's Money & Macro Analysis
---------------------------------------------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

CarMax Second Quarter Earnings
https://investors.carmax.com/news-and-events/news/news-details/2025/CarMax-Reports-Second-Quarter-Fiscal-Year-2026-Results/default.aspx

CNBC CarMax stock plummets 20% following ‘challenging’ quarter
https://www.cnbc.com/2025/09/25/carmax-stock-plummets-after-missed-wall-streets-expectations.html

MarketWatch CarMax sees surprise drop in used-car sales even at lower prices, and the stock dives
https://www.marketwatch.com/story/carmax-sees-unexpected-drop-in-used-car-sales-even-at-lower-prices-and-the-stock-dives-7dc067b0

Bloomberg Economists Lower US Job Growth Through 2026, Fueling Rate Cuts
https://www.bloomberg.com/news/articles/2025-09-26/economists-lower-us-job-growth-through-2026-fueling-rate-cuts

GTR First Brands supply chain finance debt tops US$866mn
https://www.gtreview.com/news/americas/first-brands-supply-chain-finance-debt-tops-us866mn/

Bloomberg First Brands Files for Bankruptcy After Lender Scrutiny
https://www.bloomberg.com/news/articles/2025-09-29/auto-parts-supplier-first-brands-files-for-bankruptcy

Q3 2025 Cox Automotive Dealer Sentiment Index Shows Steady Confidence Amid Economic Headwinds
https://www.coxautoinc.com/insights-hub/q3-2025-cadsi/

Bloomberg Bosch to Shed 13,000 Jobs as Auto-Industry Slump Deepens
https://www.bloomberg.com/news/articles/2025-09-25/bosch-to-shed-another-13-000-jobs-as-auto-industry-slump-deepens

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 30 Sep 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1236 What is going on in the auto world? First, Tricolor goes bankrupt. Then parts supplier First Brands follows them. CarMax reports dismal earnings. Even Germany's Bosch decided to lay off another 13,000 workers. It's not just a canary in the coal mine, there's a whole flock - or fleet - of them. 

Eurodollar University's Money & Macro Analysis
---------------------------------------------------------------------------------------------------------------------

What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------

CarMax Second Quarter Earnings
https://investors.carmax.com/news-and-events/news/news-details/2025/CarMax-Reports-Second-Quarter-Fiscal-Year-2026-Results/default.aspx

CNBC CarMax stock plummets 20% following ‘challenging’ quarter
https://www.cnbc.com/2025/09/25/carmax-stock-plummets-after-missed-wall-streets-expectations.html

MarketWatch CarMax sees surprise drop in used-car sales even at lower prices, and the stock dives
https://www.marketwatch.com/story/carmax-sees-unexpected-drop-in-used-car-sales-even-at-lower-prices-and-the-stock-dives-7dc067b0

Bloomberg Economists Lower US Job Growth Through 2026, Fueling Rate Cuts
https://www.bloomberg.com/news/articles/2025-09-26/economists-lower-us-job-growth-through-2026-fueling-rate-cuts

GTR First Brands supply chain finance debt tops US$866mn
https://www.gtreview.com/news/americas/first-brands-supply-chain-finance-debt-tops-us866mn/

Bloomberg First Brands Files for Bankruptcy After Lender Scrutiny
https://www.bloomberg.com/news/articles/2025-09-29/auto-parts-supplier-first-brands-files-for-bankruptcy

Q3 2025 Cox Automotive Dealer Sentiment Index Shows Steady Confidence Amid Economic Headwinds
https://www.coxautoinc.com/insights-hub/q3-2025-cadsi/

Bloomberg Bosch to Shed 13,000 Jobs as Auto-Industry Slump Deepens
https://www.bloomberg.com/news/articles/2025-09-25/bosch-to-shed-another-13-000-jobs-as-auto-industry-slump-deepens

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Wall St Insider Just Predicted a Trillion-Dollar AI Time Bomb 1197 1197 Wall St Insider Just Predicted a Trillion-Dollar AI Time Bomb full f6644a23-5012-45e4-8795-53c3a498e40d https://share.transistor.fm/s/58cd839a Companies are throwing trillions of dollars chasing the latest fad at the worst possible time. Even hedge fund insiders are sounding alarms over the collision between macro reverse and bubble building mania. Bigger than the dot-coms. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://webinar.eurodollar-university.com/home
----------------------------------------------------------------
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.

If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

https://eurodollaruniversity.substack.com
----------------------------------------------------------------


https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Companies are throwing trillions of dollars chasing the latest fad at the worst possible time. Even hedge fund insiders are sounding alarms over the collision between macro reverse and bubble building mania. Bigger than the dot-coms. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://webinar.eurodollar-university.com/home
----------------------------------------------------------------
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.

If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

https://eurodollaruniversity.substack.com
----------------------------------------------------------------


https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 29 Sep 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1238 Companies are throwing trillions of dollars chasing the latest fad at the worst possible time. Even hedge fund insiders are sounding alarms over the collision between macro reverse and bubble building mania. Bigger than the dot-coms. 

Eurodollar University's conversation w/Steve Van Metre

----------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://webinar.eurodollar-university.com/home
----------------------------------------------------------------
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.

If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

https://eurodollaruniversity.substack.com
----------------------------------------------------------------


https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Subprime Auto Crisis No One’s Talking About 1196 1196 The Subprime Auto Crisis No One’s Talking About full a8f73efa-8587-4287-84b5-0ef181516657 https://share.transistor.fm/s/26bfcfb8 For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares

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----------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
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----------------------------------------------------------------

Everyone has been abuzz about Tricolor's bankruptcy. The subprime auto lender has already created hundreds of millions in losses and for some of the biggest banks. But the real story here isn't those hundreds of millions, rather the trillions in debt that is priced on financial variable that's otherwise impossible to pin down. Tricolor's bankruptcy just might shed some light on it. Will the financial world like what it could find?

Eurodollar University's Money & Macro Analysis

Fifth Bank 8-K
https://www.sec.gov/ix?doc=/Archives/edgar/data/0000035527/000003552725000185/fitb-20250905.htm

Bloomberg Tricolor Trustee Targets 100,000 Auto Loans Stuck in Limbo
https://www.bloomberg.com/news/articles/2025-09-18/tricolor-trustee-seeks-control-over-100-000-subprime-auto-loans

Wired Recipe for Disaster: The Formula That Killed Wall Street
https://www.wired.com/2009/02/wp-quant/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Disclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares

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----------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
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----------------------------------------------------------------

Everyone has been abuzz about Tricolor's bankruptcy. The subprime auto lender has already created hundreds of millions in losses and for some of the biggest banks. But the real story here isn't those hundreds of millions, rather the trillions in debt that is priced on financial variable that's otherwise impossible to pin down. Tricolor's bankruptcy just might shed some light on it. Will the financial world like what it could find?

Eurodollar University's Money & Macro Analysis

Fifth Bank 8-K
https://www.sec.gov/ix?doc=/Archives/edgar/data/0000035527/000003552725000185/fitb-20250905.htm

Bloomberg Tricolor Trustee Targets 100,000 Auto Loans Stuck in Limbo
https://www.bloomberg.com/news/articles/2025-09-18/tricolor-trustee-seeks-control-over-100-000-subprime-auto-loans

Wired Recipe for Disaster: The Formula That Killed Wall Street
https://www.wired.com/2009/02/wp-quant/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Disclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 28 Sep 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1303 For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares

Follow @21Shares on Instagram: https://www.instagram.com/21shares_/

Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/

Follow @21Shares on X: https://x.com/21Shares_US

----------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://webinar.eurodollar-university.com/home
----------------------------------------------------------------

Everyone has been abuzz about Tricolor's bankruptcy. The subprime auto lender has already created hundreds of millions in losses and for some of the biggest banks. But the real story here isn't those hundreds of millions, rather the trillions in debt that is priced on financial variable that's otherwise impossible to pin down. Tricolor's bankruptcy just might shed some light on it. Will the financial world like what it could find?

Eurodollar University's Money & Macro Analysis

Fifth Bank 8-K
https://www.sec.gov/ix?doc=/Archives/edgar/data/0000035527/000003552725000185/fitb-20250905.htm

Bloomberg Tricolor Trustee Targets 100,000 Auto Loans Stuck in Limbo
https://www.bloomberg.com/news/articles/2025-09-18/tricolor-trustee-seeks-control-over-100-000-subprime-auto-loans

Wired Recipe for Disaster: The Formula That Killed Wall Street
https://www.wired.com/2009/02/wp-quant/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Disclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Dollar Just BROKE Another Currency (The Next Stage Is Here) 1195 1195 The Dollar Just BROKE Another Currency (The Next Stage Is Here) full aaa7211b-d841-4b33-a4e7-639b84ee3437 https://share.transistor.fm/s/85043200 The dollar is starting to move more aggressively, driving higher and crossing key thresholds in a whole host of currency exchanges. Not only that, this current “strengthening” is highly synchronized. Both of those factors, the synchronization and breaching multiple ranges, are beginning to more strongly point to the next stage in this ongoing cycle. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://event.webinarjam.com/register/30/vpxv1tvg
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The dollar is starting to move more aggressively, driving higher and crossing key thresholds in a whole host of currency exchanges. Not only that, this current “strengthening” is highly synchronized. Both of those factors, the synchronization and breaching multiple ranges, are beginning to more strongly point to the next stage in this ongoing cycle. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://event.webinarjam.com/register/30/vpxv1tvg
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 26 Sep 2025 10:14:52 -0400 Jeff Snider Jeff Snider 1242 The dollar is starting to move more aggressively, driving higher and crossing key thresholds in a whole host of currency exchanges. Not only that, this current “strengthening” is highly synchronized. Both of those factors, the synchronization and breaching multiple ranges, are beginning to more strongly point to the next stage in this ongoing cycle. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://event.webinarjam.com/register/30/vpxv1tvg
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WTF Just Happened to the Banking System?! 1194 1194 WTF Just Happened to the Banking System?! full ca4ee81a-6bd5-4080-ad6f-905d853022a6 https://share.transistor.fm/s/0d0e3c07 There are growing concerns - and a growing pile of evidence and reports - indicating the *shadow* banking system is suppressing potential losses for no legitimate reason. Here we examine where they are coming from and what the latest data shows. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://event.webinarjam.com/register/30/vpxv1tvg
----------------------------------------------------------------
Eurodollar University Memberships: What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method.

If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 
https://eurodollar.university/memberships
----------------------------------------------------------------

S&P Global Private Credit: The Rising ‘Defaults’
https://www.spglobal.com/market-intelligence/en/news-insights/resources/private-credit-the-rising-defaults

Lincoln International
https://www.lincolninternational.com/news/the-lincoln-private-market-index-records-another-quarter-of-growth-in-q2/

Bloomberg Default Warnings Start to Pile Up in Private Credit Market
https://www.bloomberg.com/news/articles/2025-08-21/default-warnings-start-to-pile-up-in-the-private-credit-market


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> There are growing concerns - and a growing pile of evidence and reports - indicating the *shadow* banking system is suppressing potential losses for no legitimate reason. Here we examine where they are coming from and what the latest data shows. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://event.webinarjam.com/register/30/vpxv1tvg
----------------------------------------------------------------
Eurodollar University Memberships: What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method.

If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 
https://eurodollar.university/memberships
----------------------------------------------------------------

S&P Global Private Credit: The Rising ‘Defaults’
https://www.spglobal.com/market-intelligence/en/news-insights/resources/private-credit-the-rising-defaults

Lincoln International
https://www.lincolninternational.com/news/the-lincoln-private-market-index-records-another-quarter-of-growth-in-q2/

Bloomberg Default Warnings Start to Pile Up in Private Credit Market
https://www.bloomberg.com/news/articles/2025-08-21/default-warnings-start-to-pile-up-in-the-private-credit-market


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 25 Sep 2025 10:18:35 -0400 Jeff Snider Jeff Snider 1340 There are growing concerns - and a growing pile of evidence and reports - indicating the *shadow* banking system is suppressing potential losses for no legitimate reason. Here we examine where they are coming from and what the latest data shows. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://event.webinarjam.com/register/30/vpxv1tvg
----------------------------------------------------------------
Eurodollar University Memberships: What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method.

If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. 

Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. 

With our memberships, we’ll fill in everything that you’ve been missing. 
https://eurodollar.university/memberships
----------------------------------------------------------------

S&P Global Private Credit: The Rising ‘Defaults’
https://www.spglobal.com/market-intelligence/en/news-insights/resources/private-credit-the-rising-defaults

Lincoln International
https://www.lincolninternational.com/news/the-lincoln-private-market-index-records-another-quarter-of-growth-in-q2/

Bloomberg Default Warnings Start to Pile Up in Private Credit Market
https://www.bloomberg.com/news/articles/2025-08-21/default-warnings-start-to-pile-up-in-the-private-credit-market


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Breaking Report Reveals SHOCKING Interest Rate Forecast 1193 1193 Breaking Report Reveals SHOCKING Interest Rate Forecast full 27a51330-af8c-4546-8c2f-f6cb80d272c7 https://share.transistor.fm/s/86bf89e1 For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares

Follow @21Shares on Instagram: https://www.instagram.com/21shares_/

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Follow @21Shares on X: https://x.com/21Shares_US

----------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://event.webinarjam.com/register/30/vpxv1tvg
----------------------------------------------------------------

Now that the Federal Reserve is back to cutting rates, we can start looking ahead to how low they might go. Not only that, also how low Treasury yields and the entire curve get. While Economists wrongly rely on bad theories put into econometric models, we have a wealth of good and valid information (once again proving correct) from which we can make some reasonable judgements. 

Eurodollar University's Money & Macro Analysis

Bloomberg Goldman Sachs Says US Yield-Curve Shape Looks Like Zero-Rate Era
https://www.bloomberg.com/news/articles/2025-08-06/goldman-sachs-says-us-yield-curve-shape-looks-like-zero-rate-era

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Disclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

]]> For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares

Follow @21Shares on Instagram: https://www.instagram.com/21shares_/

Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/

Follow @21Shares on X: https://x.com/21Shares_US

----------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://event.webinarjam.com/register/30/vpxv1tvg
----------------------------------------------------------------

Now that the Federal Reserve is back to cutting rates, we can start looking ahead to how low they might go. Not only that, also how low Treasury yields and the entire curve get. While Economists wrongly rely on bad theories put into econometric models, we have a wealth of good and valid information (once again proving correct) from which we can make some reasonable judgements. 

Eurodollar University's Money & Macro Analysis

Bloomberg Goldman Sachs Says US Yield-Curve Shape Looks Like Zero-Rate Era
https://www.bloomberg.com/news/articles/2025-08-06/goldman-sachs-says-us-yield-curve-shape-looks-like-zero-rate-era

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Disclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

]]> Wed, 24 Sep 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1350 For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares

Follow @21Shares on Instagram: https://www.instagram.com/21shares_/

Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/

Follow @21Shares on X: https://x.com/21Shares_US

----------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://event.webinarjam.com/register/30/vpxv1tvg
----------------------------------------------------------------

Now that the Federal Reserve is back to cutting rates, we can start looking ahead to how low they might go. Not only that, also how low Treasury yields and the entire curve get. While Economists wrongly rely on bad theories put into econometric models, we have a wealth of good and valid information (once again proving correct) from which we can make some reasonable judgements. 

Eurodollar University's Money & Macro Analysis

Bloomberg Goldman Sachs Says US Yield-Curve Shape Looks Like Zero-Rate Era
https://www.bloomberg.com/news/articles/2025-08-06/goldman-sachs-says-us-yield-curve-shape-looks-like-zero-rate-era

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Disclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Argentina is COLLAPSING and it's Quickly Spreading to the Rest of the World 1192 1192 Argentina is COLLAPSING and it's Quickly Spreading to the Rest of the World full f0ca39f7-af82-43ef-bbb8-180f7cbbd2b5 https://share.transistor.fm/s/88c5800d A sad report as Argentina's badly-needed chainsaw is running into a bigger one - the eurodollar. President Milie was forced to admit the market is in panic-mode as the peso plunges in a way that's all-too-familiar for eurodollar watchers. Push comes to shove, the latter simply has the biggest chainsaw and it is using the thing that the world needs to be watching carefully. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg Argentina Assets Slide as Milei Summons Cabinet After Defeat
https://www.bloomberg.com/news/articles/2025-09-08/argentina-bonds-slump-on-milei-s-defeat-in-buenos-aires-vote

Bloomberg Milei Defies Forecasts So Far as Argentina’s Peso Strengthens
https://www.bloomberg.com/news/articles/2025-04-23/milei-defies-forecasts-so-far-as-argentina-s-peso-strengthens-usd-ars

AP Argentina President Milei suffers crushing defeat in Buenos Aires provincial election
https://apnews.com/article/argentina-election-javier-milei-cristina-fernandez-peronism-fecba6d106eb2c0f2440e9fca298e470

Cato Deregulation in Argentina: Milei Takes “Deep Chainsaw” to Bureaucracy and Red Tape
https://www.cato.org/free-society/spring-2025/deregulation-argentina-milei-takes-deep-chainsaw-bureaucracy-red-tape

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> A sad report as Argentina's badly-needed chainsaw is running into a bigger one - the eurodollar. President Milie was forced to admit the market is in panic-mode as the peso plunges in a way that's all-too-familiar for eurodollar watchers. Push comes to shove, the latter simply has the biggest chainsaw and it is using the thing that the world needs to be watching carefully. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg Argentina Assets Slide as Milei Summons Cabinet After Defeat
https://www.bloomberg.com/news/articles/2025-09-08/argentina-bonds-slump-on-milei-s-defeat-in-buenos-aires-vote

Bloomberg Milei Defies Forecasts So Far as Argentina’s Peso Strengthens
https://www.bloomberg.com/news/articles/2025-04-23/milei-defies-forecasts-so-far-as-argentina-s-peso-strengthens-usd-ars

AP Argentina President Milei suffers crushing defeat in Buenos Aires provincial election
https://apnews.com/article/argentina-election-javier-milei-cristina-fernandez-peronism-fecba6d106eb2c0f2440e9fca298e470

Cato Deregulation in Argentina: Milei Takes “Deep Chainsaw” to Bureaucracy and Red Tape
https://www.cato.org/free-society/spring-2025/deregulation-argentina-milei-takes-deep-chainsaw-bureaucracy-red-tape

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 23 Sep 2025 10:32:33 -0400 Jeff Snider Jeff Snider 1304 A sad report as Argentina's badly-needed chainsaw is running into a bigger one - the eurodollar. President Milie was forced to admit the market is in panic-mode as the peso plunges in a way that's all-too-familiar for eurodollar watchers. Push comes to shove, the latter simply has the biggest chainsaw and it is using the thing that the world needs to be watching carefully. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg Argentina Assets Slide as Milei Summons Cabinet After Defeat
https://www.bloomberg.com/news/articles/2025-09-08/argentina-bonds-slump-on-milei-s-defeat-in-buenos-aires-vote

Bloomberg Milei Defies Forecasts So Far as Argentina’s Peso Strengthens
https://www.bloomberg.com/news/articles/2025-04-23/milei-defies-forecasts-so-far-as-argentina-s-peso-strengthens-usd-ars

AP Argentina President Milei suffers crushing defeat in Buenos Aires provincial election
https://apnews.com/article/argentina-election-javier-milei-cristina-fernandez-peronism-fecba6d106eb2c0f2440e9fca298e470

Cato Deregulation in Argentina: Milei Takes “Deep Chainsaw” to Bureaucracy and Red Tape
https://www.cato.org/free-society/spring-2025/deregulation-argentina-milei-takes-deep-chainsaw-bureaucracy-red-tape

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Foreigners Buying RECORD Amounts of Treasuries (Something Big is Happening) 1191 1191 Foreigners Buying RECORD Amounts of Treasuries (Something Big is Happening) full 4d0c94fe-f23c-4a35-b61e-7f58a152904f https://share.transistor.fm/s/8eedbd70 Foreigners continue their epic buying binge in USTs and US$ assets, totally defying the narrative everyone around the world is ditching America. Despite the intent of so many to make this political, there is nothing political about this, purely economics (small "e"). We keep more evidence and data showing what those really are, and foreigners know it only too well. 

Eurodollar University's conversation w/Steve Van Metre

**************************************
Eurodollar University's One Big Weekly Theme
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.
If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 
To sample or sign up straight away, go to:  eurodollaruniversity.substack.com
**************************************

Bloomberg Foreign Holdings of Treasuries Climb to Record Level
https://www.bloomberg.com/news/articles/2025-09-18/foreign-holdings-of-treasuries-reach-record-even-as-china-sells

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Foreigners continue their epic buying binge in USTs and US$ assets, totally defying the narrative everyone around the world is ditching America. Despite the intent of so many to make this political, there is nothing political about this, purely economics (small "e"). We keep more evidence and data showing what those really are, and foreigners know it only too well. 

Eurodollar University's conversation w/Steve Van Metre

**************************************
Eurodollar University's One Big Weekly Theme
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.
If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 
To sample or sign up straight away, go to:  eurodollaruniversity.substack.com
**************************************

Bloomberg Foreign Holdings of Treasuries Climb to Record Level
https://www.bloomberg.com/news/articles/2025-09-18/foreign-holdings-of-treasuries-reach-record-even-as-china-sells

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 22 Sep 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1255 Foreigners continue their epic buying binge in USTs and US$ assets, totally defying the narrative everyone around the world is ditching America. Despite the intent of so many to make this political, there is nothing political about this, purely economics (small "e"). We keep more evidence and data showing what those really are, and foreigners know it only too well. 

Eurodollar University's conversation w/Steve Van Metre

**************************************
Eurodollar University's One Big Weekly Theme
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.
If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 
To sample or sign up straight away, go to:  eurodollaruniversity.substack.com
**************************************

Bloomberg Foreign Holdings of Treasuries Climb to Record Level
https://www.bloomberg.com/news/articles/2025-09-18/foreign-holdings-of-treasuries-reach-record-even-as-china-sells

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING! Bank of Japan Just Announced It’s SELLING Stocks 1190 1190 BREAKING! Bank of Japan Just Announced It’s SELLING Stocks full a49e54d6-1d5c-42a3-8d14-39208c70ed00 https://share.transistor.fm/s/1ed94980 For the first time ever, the Bank of Japan is selling stocks out of its vast portfolio. The announcement shocked the markets though mostly the media. Is this what it seems to be, or does the Japanese government have a trick up its sleeve? A crystal clear answer can be found among Japan's households as this is one of the best examples ever of modern "monetary" policy. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

BoJ Statement
https://www.boj.or.jp/en/mopo/mpmdeci/mpr_2025/k250919a.pdf

Bloomberg BOJ Unveils ETF Sales Plan, Keeps Door Open for October Hike
https://www.bloomberg.com/news/articles/2025-09-19/boj-keeps-rates-steady-as-ishiba-s-departure-adds-to-uncertainty

Bloomberg Long Bonds Are a Buy as Contagion Fears Ease, TS Lombard Says
https://www.bloomberg.com/news/articles/2025-09-19/long-bonds-are-a-buy-as-contagion-fears-ease-ts-lombard-says

MoneyWise Rice prices have skyrocketed in Japan — and farmers warn that ‘everyone who eats’ that disaster could be near
https://finance.yahoo.com/news/rice-prices-skyrocketed-japan-farmers-172500461.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> For the first time ever, the Bank of Japan is selling stocks out of its vast portfolio. The announcement shocked the markets though mostly the media. Is this what it seems to be, or does the Japanese government have a trick up its sleeve? A crystal clear answer can be found among Japan's households as this is one of the best examples ever of modern "monetary" policy. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

BoJ Statement
https://www.boj.or.jp/en/mopo/mpmdeci/mpr_2025/k250919a.pdf

Bloomberg BOJ Unveils ETF Sales Plan, Keeps Door Open for October Hike
https://www.bloomberg.com/news/articles/2025-09-19/boj-keeps-rates-steady-as-ishiba-s-departure-adds-to-uncertainty

Bloomberg Long Bonds Are a Buy as Contagion Fears Ease, TS Lombard Says
https://www.bloomberg.com/news/articles/2025-09-19/long-bonds-are-a-buy-as-contagion-fears-ease-ts-lombard-says

MoneyWise Rice prices have skyrocketed in Japan — and farmers warn that ‘everyone who eats’ that disaster could be near
https://finance.yahoo.com/news/rice-prices-skyrocketed-japan-farmers-172500461.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 21 Sep 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1331 For the first time ever, the Bank of Japan is selling stocks out of its vast portfolio. The announcement shocked the markets though mostly the media. Is this what it seems to be, or does the Japanese government have a trick up its sleeve? A crystal clear answer can be found among Japan's households as this is one of the best examples ever of modern "monetary" policy. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

BoJ Statement
https://www.boj.or.jp/en/mopo/mpmdeci/mpr_2025/k250919a.pdf

Bloomberg BOJ Unveils ETF Sales Plan, Keeps Door Open for October Hike
https://www.bloomberg.com/news/articles/2025-09-19/boj-keeps-rates-steady-as-ishiba-s-departure-adds-to-uncertainty

Bloomberg Long Bonds Are a Buy as Contagion Fears Ease, TS Lombard Says
https://www.bloomberg.com/news/articles/2025-09-19/long-bonds-are-a-buy-as-contagion-fears-ease-ts-lombard-says

MoneyWise Rice prices have skyrocketed in Japan — and farmers warn that ‘everyone who eats’ that disaster could be near
https://finance.yahoo.com/news/rice-prices-skyrocketed-japan-farmers-172500461.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Something BIG Just Happened in Real Estate (Here's What You MUST Know)For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares Follow @21Shares o 1189 1189 Something BIG Just Happened in Real Estate (Here's What You MUST Know)For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares Follow @21Shares o full 0ac34a98-1148-4503-9414-f0220a679f69 https://share.transistor.fm/s/36cf07a1 For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares

Follow @21Shares on Instagram: https://www.instagram.com/21shares_/

Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/

Follow @21Shares on X: https://x.com/21Shares_US

Another grim stat from US real estate, as plans to build houses slid to the lowest since May 2020. There are more homebuilders cutting prices than at any other time since, yes, 2020. But at the same time, mortgage rates have slid to their lowest level in a year. In other words, the housing market is giving off a definite signal, and it's the same one as mortgage rates. 

Eurodollar University's Money & Macro Analysis

Ben Bernanke’s Testimony April 2008
https://www.cnbc.com/2008/04/02/text-bernankes-testimony.html

Bloomberg US Homebuilder Sentiment Stays Low Despite Mortgage-Rate Drop
https://www.bloomberg.com/news/articles/2025-09-16/us-homebuilder-sentiment-stays-low-despite-mortgage-rate-drop

Housewire Optimal Blue: Rate-and-term refis soar 70% in August
https://www.housingwire.com/articles/rate-and-term-refinance-optimal-blue-market-advantage-august-2025/

Conference Board Leading Economic Indicators
https://www.conference-board.org/topics/us-leading-indicators/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Disclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares

Follow @21Shares on Instagram: https://www.instagram.com/21shares_/

Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/

Follow @21Shares on X: https://x.com/21Shares_US

Another grim stat from US real estate, as plans to build houses slid to the lowest since May 2020. There are more homebuilders cutting prices than at any other time since, yes, 2020. But at the same time, mortgage rates have slid to their lowest level in a year. In other words, the housing market is giving off a definite signal, and it's the same one as mortgage rates. 

Eurodollar University's Money & Macro Analysis

Ben Bernanke’s Testimony April 2008
https://www.cnbc.com/2008/04/02/text-bernankes-testimony.html

Bloomberg US Homebuilder Sentiment Stays Low Despite Mortgage-Rate Drop
https://www.bloomberg.com/news/articles/2025-09-16/us-homebuilder-sentiment-stays-low-despite-mortgage-rate-drop

Housewire Optimal Blue: Rate-and-term refis soar 70% in August
https://www.housingwire.com/articles/rate-and-term-refinance-optimal-blue-market-advantage-august-2025/

Conference Board Leading Economic Indicators
https://www.conference-board.org/topics/us-leading-indicators/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Disclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sat, 20 Sep 2025 11:33:33 -0400 Jeff Snider Jeff Snider 1204 For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares

Follow @21Shares on Instagram: https://www.instagram.com/21shares_/

Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/

Follow @21Shares on X: https://x.com/21Shares_US

Another grim stat from US real estate, as plans to build houses slid to the lowest since May 2020. There are more homebuilders cutting prices than at any other time since, yes, 2020. But at the same time, mortgage rates have slid to their lowest level in a year. In other words, the housing market is giving off a definite signal, and it's the same one as mortgage rates. 

Eurodollar University's Money & Macro Analysis

Ben Bernanke’s Testimony April 2008
https://www.cnbc.com/2008/04/02/text-bernankes-testimony.html

Bloomberg US Homebuilder Sentiment Stays Low Despite Mortgage-Rate Drop
https://www.bloomberg.com/news/articles/2025-09-16/us-homebuilder-sentiment-stays-low-despite-mortgage-rate-drop

Housewire Optimal Blue: Rate-and-term refis soar 70% in August
https://www.housingwire.com/articles/rate-and-term-refinance-optimal-blue-market-advantage-august-2025/

Conference Board Leading Economic Indicators
https://www.conference-board.org/topics/us-leading-indicators/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Disclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Fed Rate Decision (Everything You MUST Know) 1188 1188 Fed Rate Decision (Everything You MUST Know) full a1d9ceb6-9fdb-44a0-993c-5f8d106b46d4 https://share.transistor.fm/s/a217a8ce What a massive mess. No clear direction. Dots all over he place. And that's just the start. We've got Canada, too. Replay of FOMC decision livestream as Pringles win again.

]]> What a massive mess. No clear direction. Dots all over he place. And that's just the start. We've got Canada, too. Replay of FOMC decision livestream as Pringles win again.

]]> Thu, 18 Sep 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1698 What a massive mess. No clear direction. Dots all over he place. And that's just the start. We've got Canada, too. Replay of FOMC decision livestream as Pringles win again.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Something BIG Just Snapped in China’s Bond Market 1187 1187 Something BIG Just Snapped in China’s Bond Market full 38c3c812-82ee-4d99-9301-1d1731b83e2a https://share.transistor.fm/s/8cdef82f China's yield curve is being reshaped in a way that has created confusion across the spectrum. Even policymakers at the PBOC are talking about the need to do something. However, market behavior is consistent with what we're seeing around the rest of the world and how it all relates to China finding a way out of its mess and hitting upon a real recovery. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
If you want to see what you've been missing - and it's A LOT - then join us at Eurodollar University. Our memberships have got you covered where it comes to mastering monetary mechanics. You won't find this anywhere else. 
https://www.eurodollar.university/memberships
---------------------------------------------------------------------------

Bloomberg China Bond Slump Fuels Speculation PBOC Will Resume Debt Buying
https://www.bloomberg.com/news/articles/2025-09-14/china-bond-slump-fuels-speculation-pboc-will-resume-debt-buying

Reuters Chinese money flows into bonds even as central bank warns of risks
https://www.reuters.com/markets/asia/chinese-money-flows-into-bonds-even-central-bank-warns-risks-2024-06-27/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> China's yield curve is being reshaped in a way that has created confusion across the spectrum. Even policymakers at the PBOC are talking about the need to do something. However, market behavior is consistent with what we're seeing around the rest of the world and how it all relates to China finding a way out of its mess and hitting upon a real recovery. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
If you want to see what you've been missing - and it's A LOT - then join us at Eurodollar University. Our memberships have got you covered where it comes to mastering monetary mechanics. You won't find this anywhere else. 
https://www.eurodollar.university/memberships
---------------------------------------------------------------------------

Bloomberg China Bond Slump Fuels Speculation PBOC Will Resume Debt Buying
https://www.bloomberg.com/news/articles/2025-09-14/china-bond-slump-fuels-speculation-pboc-will-resume-debt-buying

Reuters Chinese money flows into bonds even as central bank warns of risks
https://www.reuters.com/markets/asia/chinese-money-flows-into-bonds-even-central-bank-warns-risks-2024-06-27/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 17 Sep 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1375 China's yield curve is being reshaped in a way that has created confusion across the spectrum. Even policymakers at the PBOC are talking about the need to do something. However, market behavior is consistent with what we're seeing around the rest of the world and how it all relates to China finding a way out of its mess and hitting upon a real recovery. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
If you want to see what you've been missing - and it's A LOT - then join us at Eurodollar University. Our memberships have got you covered where it comes to mastering monetary mechanics. You won't find this anywhere else. 
https://www.eurodollar.university/memberships
---------------------------------------------------------------------------

Bloomberg China Bond Slump Fuels Speculation PBOC Will Resume Debt Buying
https://www.bloomberg.com/news/articles/2025-09-14/china-bond-slump-fuels-speculation-pboc-will-resume-debt-buying

Reuters Chinese money flows into bonds even as central bank warns of risks
https://www.reuters.com/markets/asia/chinese-money-flows-into-bonds-even-central-bank-warns-risks-2024-06-27/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No France Just Broke their Bond Market (First Time in History) 1186 1186 France Just Broke their Bond Market (First Time in History) full 213401fd-20ad-4504-a91c-6886db3e89f1 https://share.transistor.fm/s/e1b8db79 For the first time ever, French bond spreads are higher than those seen in Italy (both compared to Germany). This isn't just about "fiscal consolidation" worries and France's government budget, the real issue behind everything is economic differentials. Those need to be turned around and soon else France risks being the new, well, Italy. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

NYT French Government Collapses, Again, Deepening Paralysis
https://www.nytimes.com/2025/09/08/world/europe/france-vote-government-collapse.html

CNBC France’s Macron names loyalist Lecornu as new prime minister
https://www.cnbc.com/2025/09/09/france-macron-names-lecornu-new-prime-minister.html

CNBC France’s borrowing costs rise after Fitch downgrade — and there could be more bad news ahead
https://www.cnbc.com/2025/09/15/frances-borrowing-costs-rise-after-fitch-downgrade-.html

Bloomberg French Borrowing Costs Top Italy’s in Historic Market Shift
https://www.bloomberg.com/news/articles/2025-09-09/french-borrowing-costs-top-italy-s-in-historic-market-shift

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> For the first time ever, French bond spreads are higher than those seen in Italy (both compared to Germany). This isn't just about "fiscal consolidation" worries and France's government budget, the real issue behind everything is economic differentials. Those need to be turned around and soon else France risks being the new, well, Italy. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

NYT French Government Collapses, Again, Deepening Paralysis
https://www.nytimes.com/2025/09/08/world/europe/france-vote-government-collapse.html

CNBC France’s Macron names loyalist Lecornu as new prime minister
https://www.cnbc.com/2025/09/09/france-macron-names-lecornu-new-prime-minister.html

CNBC France’s borrowing costs rise after Fitch downgrade — and there could be more bad news ahead
https://www.cnbc.com/2025/09/15/frances-borrowing-costs-rise-after-fitch-downgrade-.html

Bloomberg French Borrowing Costs Top Italy’s in Historic Market Shift
https://www.bloomberg.com/news/articles/2025-09-09/french-borrowing-costs-top-italy-s-in-historic-market-shift

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 16 Sep 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1304 For the first time ever, French bond spreads are higher than those seen in Italy (both compared to Germany). This isn't just about "fiscal consolidation" worries and France's government budget, the real issue behind everything is economic differentials. Those need to be turned around and soon else France risks being the new, well, Italy. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

NYT French Government Collapses, Again, Deepening Paralysis
https://www.nytimes.com/2025/09/08/world/europe/france-vote-government-collapse.html

CNBC France’s Macron names loyalist Lecornu as new prime minister
https://www.cnbc.com/2025/09/09/france-macron-names-lecornu-new-prime-minister.html

CNBC France’s borrowing costs rise after Fitch downgrade — and there could be more bad news ahead
https://www.cnbc.com/2025/09/15/frances-borrowing-costs-rise-after-fitch-downgrade-.html

Bloomberg French Borrowing Costs Top Italy’s in Historic Market Shift
https://www.bloomberg.com/news/articles/2025-09-09/french-borrowing-costs-top-italy-s-in-historic-market-shift

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Texas Gives MASSIVE Warning Of Consumer Behavior 1185 1185 BREAKING: Texas Gives MASSIVE Warning Of Consumer Behavior full f36d13cd-a798-4a18-94ef-f4847e41fb1a https://share.transistor.fm/s/bcacb593 The oil business is heading for a big bust, putting Texas in the crosshairs. While that's obviously not good for the economy as a whole, energy does tend to be a leading indicators and when the jobs starting being lost in the space in a big way it's a big red flag. Consumers know it, given what was also just reported from them, too. 

Eurodollar University's conversations w/Steve Van Metre

---------------------------------------------------------------------------
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.

If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

https://eurodollaruniversity.substack.com/
---------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The oil business is heading for a big bust, putting Texas in the crosshairs. While that's obviously not good for the economy as a whole, energy does tend to be a leading indicators and when the jobs starting being lost in the space in a big way it's a big red flag. Consumers know it, given what was also just reported from them, too. 

Eurodollar University's conversations w/Steve Van Metre

---------------------------------------------------------------------------
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.

If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

https://eurodollaruniversity.substack.com/
---------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 15 Sep 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1231 The oil business is heading for a big bust, putting Texas in the crosshairs. While that's obviously not good for the economy as a whole, energy does tend to be a leading indicators and when the jobs starting being lost in the space in a big way it's a big red flag. Consumers know it, given what was also just reported from them, too. 

Eurodollar University's conversations w/Steve Van Metre

---------------------------------------------------------------------------
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.

If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

https://eurodollaruniversity.substack.com/
---------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oh Sh*t... Something Big Just Broke in the Eurodollar System 1184 1184 Oh Sh*t... Something Big Just Broke in the Eurodollar System full 802284cf-1fa1-4cb7-8399-79063b0bbd22 https://share.transistor.fm/s/e7dbede8 Since the July payroll report came out, something seems to have snapped out there in the offshore eurodollar world. Two key sources are signaling a turn toward substantial tightening. Here we go over what those signals are, how to read them in context, and what they mean going forward. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
If you want to see what you've been missing - and it's A LOT - then join us at Eurodollar University. Our memberships have got you covered where it comes to mastering monetary mechanics. You won't find this anywhere else. 
https://www.eurodollar.university/memberships
---------------------------------------------------------------------------

FRBNY Triparty Repo
https://www.newyorkfed.org/markets/data-hub

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Since the July payroll report came out, something seems to have snapped out there in the offshore eurodollar world. Two key sources are signaling a turn toward substantial tightening. Here we go over what those signals are, how to read them in context, and what they mean going forward. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
If you want to see what you've been missing - and it's A LOT - then join us at Eurodollar University. Our memberships have got you covered where it comes to mastering monetary mechanics. You won't find this anywhere else. 
https://www.eurodollar.university/memberships
---------------------------------------------------------------------------

FRBNY Triparty Repo
https://www.newyorkfed.org/markets/data-hub

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 14 Sep 2025 10:28:18 -0400 Jeff Snider Jeff Snider 1291 Since the July payroll report came out, something seems to have snapped out there in the offshore eurodollar world. Two key sources are signaling a turn toward substantial tightening. Here we go over what those signals are, how to read them in context, and what they mean going forward. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
If you want to see what you've been missing - and it's A LOT - then join us at Eurodollar University. Our memberships have got you covered where it comes to mastering monetary mechanics. You won't find this anywhere else. 
https://www.eurodollar.university/memberships
---------------------------------------------------------------------------

FRBNY Triparty Repo
https://www.newyorkfed.org/markets/data-hub

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Something Really Weird Just Happened at a Treasury Auction 1183 1183 Something Really Weird Just Happened at a Treasury Auction full 2400fd44-eb64-4eb7-a358-9d0e957837bd https://share.transistor.fm/s/18a31213 What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.
Check it out here: https://monetary-metals.com/snider

Yesterday's 10-year note auction produced something we've never seen before, and it totally upended everyone's expectations if not more. With the macro climate being what it is, the 10s sale was a "victim" of the increasingly prominent curve reshaping we're seeing everywhere. And "everywhere" absolutely includes the long bond, the 30-year maturity the mainstream has its sights on. 

Eurodollar University's Money & Macro Analysis

Bloomberg Big Banks Nearly Get Shut Out of Treasury 10-Year Auction
https://www.bloomberg.com/news/articles/2025-09-10/big-banks-nearly-get-shut-out-of-treasury-10-year-auction

Bloomberg Trump Isn’t the Only Reason the Price of Money Is Rising
https://www.bloomberg.com/news/articles/2025-09-11/podcast-trump-isn-t-the-only-reason-the-price-of-money-is-rising

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.
Check it out here: https://monetary-metals.com/snider

Yesterday's 10-year note auction produced something we've never seen before, and it totally upended everyone's expectations if not more. With the macro climate being what it is, the 10s sale was a "victim" of the increasingly prominent curve reshaping we're seeing everywhere. And "everywhere" absolutely includes the long bond, the 30-year maturity the mainstream has its sights on. 

Eurodollar University's Money & Macro Analysis

Bloomberg Big Banks Nearly Get Shut Out of Treasury 10-Year Auction
https://www.bloomberg.com/news/articles/2025-09-10/big-banks-nearly-get-shut-out-of-treasury-10-year-auction

Bloomberg Trump Isn’t the Only Reason the Price of Money Is Rising
https://www.bloomberg.com/news/articles/2025-09-11/podcast-trump-isn-t-the-only-reason-the-price-of-money-is-rising

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 12 Sep 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1302 What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.
Check it out here: https://monetary-metals.com/snider

Yesterday's 10-year note auction produced something we've never seen before, and it totally upended everyone's expectations if not more. With the macro climate being what it is, the 10s sale was a "victim" of the increasingly prominent curve reshaping we're seeing everywhere. And "everywhere" absolutely includes the long bond, the 30-year maturity the mainstream has its sights on. 

Eurodollar University's Money & Macro Analysis

Bloomberg Big Banks Nearly Get Shut Out of Treasury 10-Year Auction
https://www.bloomberg.com/news/articles/2025-09-10/big-banks-nearly-get-shut-out-of-treasury-10-year-auction

Bloomberg Trump Isn’t the Only Reason the Price of Money Is Rising
https://www.bloomberg.com/news/articles/2025-09-11/podcast-trump-isn-t-the-only-reason-the-price-of-money-is-rising

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No New Data CONFIRMS: The Recession Started a Year Ago 1182 1182 New Data CONFIRMS: The Recession Started a Year Ago full b0219b56-08a3-49be-bd37-15c3ad116d61 https://share.transistor.fm/s/044691e2 For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares

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Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/

Follow @21Shares on X: https://x.com/21Shares_US

It wasn't actually the record downgrade to payrolls that stood out the most. Far more important, the QCEW confirms there is a very good chance a recession began LAST YEAR. Not just the forgot how to grow kind, a full-blown one even mainstream Economists and the NBER will be recognizing. The evidence continues to show we all went from forgot how to hire to remember how to fire. The Fed's fifty next week is all but set.

Eurodollar University's Money & Macro Analysis

CNBC JPMorgan CEO Jamie Dimon says the economy ‘is weakening’
https://www.cnbc.com/2025/09/09/jpmorgan-jamie-dimon-economy.html

Bloomberg US Payrolls Marked Down a Record 911,000 in Preliminary Estimate
https://www.bloomberg.com/news/articles/2025-09-09/us-payrolls-estimated-to-be-911-000-lower-in-year-through-march

Stanley Fischer The Great Recession: Moving Ahead
https://www.federalreserve.gov/newsevents/speech/fischer20140811a.htm

Christopher Waller Let’s Get On with It
https://www.federalreserve.gov/newsevents/speech/files/waller20250828a.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Disclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

]]> For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares

Follow @21Shares on Instagram: https://www.instagram.com/21shares_/

Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/

Follow @21Shares on X: https://x.com/21Shares_US

It wasn't actually the record downgrade to payrolls that stood out the most. Far more important, the QCEW confirms there is a very good chance a recession began LAST YEAR. Not just the forgot how to grow kind, a full-blown one even mainstream Economists and the NBER will be recognizing. The evidence continues to show we all went from forgot how to hire to remember how to fire. The Fed's fifty next week is all but set.

Eurodollar University's Money & Macro Analysis

CNBC JPMorgan CEO Jamie Dimon says the economy ‘is weakening’
https://www.cnbc.com/2025/09/09/jpmorgan-jamie-dimon-economy.html

Bloomberg US Payrolls Marked Down a Record 911,000 in Preliminary Estimate
https://www.bloomberg.com/news/articles/2025-09-09/us-payrolls-estimated-to-be-911-000-lower-in-year-through-march

Stanley Fischer The Great Recession: Moving Ahead
https://www.federalreserve.gov/newsevents/speech/fischer20140811a.htm

Christopher Waller Let’s Get On with It
https://www.federalreserve.gov/newsevents/speech/files/waller20250828a.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Disclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

]]> Thu, 11 Sep 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1188 For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares

Follow @21Shares on Instagram: https://www.instagram.com/21shares_/

Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/

Follow @21Shares on X: https://x.com/21Shares_US

It wasn't actually the record downgrade to payrolls that stood out the most. Far more important, the QCEW confirms there is a very good chance a recession began LAST YEAR. Not just the forgot how to grow kind, a full-blown one even mainstream Economists and the NBER will be recognizing. The evidence continues to show we all went from forgot how to hire to remember how to fire. The Fed's fifty next week is all but set.

Eurodollar University's Money & Macro Analysis

CNBC JPMorgan CEO Jamie Dimon says the economy ‘is weakening’
https://www.cnbc.com/2025/09/09/jpmorgan-jamie-dimon-economy.html

Bloomberg US Payrolls Marked Down a Record 911,000 in Preliminary Estimate
https://www.bloomberg.com/news/articles/2025-09-09/us-payrolls-estimated-to-be-911-000-lower-in-year-through-march

Stanley Fischer The Great Recession: Moving Ahead
https://www.federalreserve.gov/newsevents/speech/fischer20140811a.htm

Christopher Waller Let’s Get On with It
https://www.federalreserve.gov/newsevents/speech/files/waller20250828a.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Disclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Biggest Payroll Revision in U.S. History (911,000 Jobs Were Fake) 1181 1181 The Biggest Payroll Revision in U.S. History (911,000 Jobs Were Fake) full 66775284-5249-4bf8-b73e-e5221cc4b1ab https://share.transistor.fm/s/2f706e2b A record downward revision to payrolls adds to the evidence the US labor market is in dire shape while also heading in the wrong direction. In this video, we go over not just those details but also look ahead at the possible financial consequences should conditions continue to deteriorate in the way they appear to be. What else might be triggered by job losses in the real economy? More than a few possibilities. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> A record downward revision to payrolls adds to the evidence the US labor market is in dire shape while also heading in the wrong direction. In this video, we go over not just those details but also look ahead at the possible financial consequences should conditions continue to deteriorate in the way they appear to be. What else might be triggered by job losses in the real economy? More than a few possibilities. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 10 Sep 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1191 A record downward revision to payrolls adds to the evidence the US labor market is in dire shape while also heading in the wrong direction. In this video, we go over not just those details but also look ahead at the possible financial consequences should conditions continue to deteriorate in the way they appear to be. What else might be triggered by job losses in the real economy? More than a few possibilities. 

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Copper-to-Gold Ratio Hits Financial Crisis Levels: What You MUST Know 1180 1180 Copper-to-Gold Ratio Hits Financial Crisis Levels: What You MUST Know full 39269005-5aa3-49fc-b495-a562ba2199c7 https://share.transistor.fm/s/454fdb6a Gold keeps soaring and not because of inflation. We know this without any doubt because as copper prices remain stuck, rising bullion against it has crashed the copper-to-gold ratio down to RECORD LOWS. That isn't about expectations for a crash, instead the market is expressing rising probabilities as to the future. One in which the latest data from FRBNY on job finding expectations fits only too well. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.

If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

https://eurodollaruniversity.substack.com
------------------------------------------------------------------------

FRBNY Survey of Consumer Expectations
https://www.newyorkfed.org/microeconomics/sce

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Gold keeps soaring and not because of inflation. We know this without any doubt because as copper prices remain stuck, rising bullion against it has crashed the copper-to-gold ratio down to RECORD LOWS. That isn't about expectations for a crash, instead the market is expressing rising probabilities as to the future. One in which the latest data from FRBNY on job finding expectations fits only too well. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.

If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

https://eurodollaruniversity.substack.com
------------------------------------------------------------------------

FRBNY Survey of Consumer Expectations
https://www.newyorkfed.org/microeconomics/sce

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 09 Sep 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1339 Gold keeps soaring and not because of inflation. We know this without any doubt because as copper prices remain stuck, rising bullion against it has crashed the copper-to-gold ratio down to RECORD LOWS. That isn't about expectations for a crash, instead the market is expressing rising probabilities as to the future. One in which the latest data from FRBNY on job finding expectations fits only too well. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.

If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 

https://eurodollaruniversity.substack.com
------------------------------------------------------------------------

FRBNY Survey of Consumer Expectations
https://www.newyorkfed.org/microeconomics/sce

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Largest Wave of Layoffs Since 2020 Has Begun 1179 1179 The Largest Wave of Layoffs Since 2020 Has Begun full e5f0d335-2f61-493c-9206-19f87cf0733d https://share.transistor.fm/s/c2ddf8fe For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

There was one key stat from this week which helps explain the increasingly desperate state of the US labor market, offering background behind the "unexpectedly" weak payroll numbers from Friday. August's estimate was its lowest since...May 2009. Given the connection to employment, it all fits together with so many other signals including record low copper-to-gold. Yep, record low. 

Eurodollar University's weekly conversation w/Steve Van Metre

-------------------------------------------------------------------------------------
For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

-------------------------------------------------------------------------------------

ISM Services August 2025
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/services/august/


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Disclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

]]> For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

There was one key stat from this week which helps explain the increasingly desperate state of the US labor market, offering background behind the "unexpectedly" weak payroll numbers from Friday. August's estimate was its lowest since...May 2009. Given the connection to employment, it all fits together with so many other signals including record low copper-to-gold. Yep, record low. 

Eurodollar University's weekly conversation w/Steve Van Metre

-------------------------------------------------------------------------------------
For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

-------------------------------------------------------------------------------------

ISM Services August 2025
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/services/august/


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Disclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

]]> Mon, 08 Sep 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1289 For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

There was one key stat from this week which helps explain the increasingly desperate state of the US labor market, offering background behind the "unexpectedly" weak payroll numbers from Friday. August's estimate was its lowest since...May 2009. Given the connection to employment, it all fits together with so many other signals including record low copper-to-gold. Yep, record low. 

Eurodollar University's weekly conversation w/Steve Van Metre

-------------------------------------------------------------------------------------
For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ

-------------------------------------------------------------------------------------

ISM Services August 2025
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/services/august/


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Disclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Payroll Data Going Viral, Here's what you MUST Know 1178 1178 BREAKING: Payroll Data Going Viral, Here's what you MUST Know full 0bd2fce3-acbd-4c6c-aa44-8001390e6d37 https://share.transistor.fm/s/5653ba38 Payrolls were ugly, a big miss for August on top of revisions to June which pushed the monthly change negative. If that wasn't enough, a rising unemployment rate after a crash in full-time employment. Plus, a plunge in Canadian payrolls punctuate the turning point for North American jobs. Rates were down sharply, no surprise. 


Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
Eurodollar University's One Big Weekly Theme
https://eurodollaruniversity.substack.com/

Eurodollar University's Deep Dive Analysis
https://eurodollar.university
---------------------------------------------------------------------------

]]> Payrolls were ugly, a big miss for August on top of revisions to June which pushed the monthly change negative. If that wasn't enough, a rising unemployment rate after a crash in full-time employment. Plus, a plunge in Canadian payrolls punctuate the turning point for North American jobs. Rates were down sharply, no surprise. 


Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
Eurodollar University's One Big Weekly Theme
https://eurodollaruniversity.substack.com/

Eurodollar University's Deep Dive Analysis
https://eurodollar.university
---------------------------------------------------------------------------

]]> Sat, 06 Sep 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1894 Payrolls were ugly, a big miss for August on top of revisions to June which pushed the monthly change negative. If that wasn't enough, a rising unemployment rate after a crash in full-time employment. Plus, a plunge in Canadian payrolls punctuate the turning point for North American jobs. Rates were down sharply, no surprise. 


Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
Eurodollar University's One Big Weekly Theme
https://eurodollaruniversity.substack.com/

Eurodollar University's Deep Dive Analysis
https://eurodollar.university
---------------------------------------------------------------------------

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Banks Are Preparing For Something BIG 1177 1177 Banks Are Preparing For Something BIG full 07fe6660-6a86-44ee-a58d-297db3db857e https://share.transistor.fm/s/ae33d6be It's not what everyone says, watch what they do. Big companies and big banks (JPM, too) are making heavy preparations for sharply lower interest rates. The former, in particular, have basically revived the long-dormant commercial paper market in a clear sign. At the same time, US and global banks are remaking their balance sheets in critical and unambiguous ways. Even some Fed officials are now seeing it, too. R is back to being an ultra-low STAR.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
Eurodollar University's One Big Weekly Theme
https://eurodollaruniversity.substack.com/
---------------------------------------------------------------------------

Bloomberg America Inc. Swaps Decades for Days in Rush to Commercial Paper
https://www.bloomberg.com/news/articles/2025-09-02/30-years-try-30-days-america-inc-flocks-to-commercial-paper

CNN Be prepared for 7% interest rates, warns Jamie Dimon
https://www.cnn.com/2023/10/02/investing/jamie-dimon-jpmorgan-7-percent-interest-rate-recession

FRBNY John Williams All the Stars We Cannot See
https://www.newyorkfed.org/newsevents/speeches/2025/wil250825

Bloomberg Won Advances After BOK Governor Defends Currency Intervention
https://www.bloomberg.com/news/articles/2025-08-28/won-gains-after-bok-rhee-s-comments-on-forex-intervention-goals

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> It's not what everyone says, watch what they do. Big companies and big banks (JPM, too) are making heavy preparations for sharply lower interest rates. The former, in particular, have basically revived the long-dormant commercial paper market in a clear sign. At the same time, US and global banks are remaking their balance sheets in critical and unambiguous ways. Even some Fed officials are now seeing it, too. R is back to being an ultra-low STAR.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
Eurodollar University's One Big Weekly Theme
https://eurodollaruniversity.substack.com/
---------------------------------------------------------------------------

Bloomberg America Inc. Swaps Decades for Days in Rush to Commercial Paper
https://www.bloomberg.com/news/articles/2025-09-02/30-years-try-30-days-america-inc-flocks-to-commercial-paper

CNN Be prepared for 7% interest rates, warns Jamie Dimon
https://www.cnn.com/2023/10/02/investing/jamie-dimon-jpmorgan-7-percent-interest-rate-recession

FRBNY John Williams All the Stars We Cannot See
https://www.newyorkfed.org/newsevents/speeches/2025/wil250825

Bloomberg Won Advances After BOK Governor Defends Currency Intervention
https://www.bloomberg.com/news/articles/2025-08-28/won-gains-after-bok-rhee-s-comments-on-forex-intervention-goals

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 05 Sep 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1253 It's not what everyone says, watch what they do. Big companies and big banks (JPM, too) are making heavy preparations for sharply lower interest rates. The former, in particular, have basically revived the long-dormant commercial paper market in a clear sign. At the same time, US and global banks are remaking their balance sheets in critical and unambiguous ways. Even some Fed officials are now seeing it, too. R is back to being an ultra-low STAR.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
Eurodollar University's One Big Weekly Theme
https://eurodollaruniversity.substack.com/
---------------------------------------------------------------------------

Bloomberg America Inc. Swaps Decades for Days in Rush to Commercial Paper
https://www.bloomberg.com/news/articles/2025-09-02/30-years-try-30-days-america-inc-flocks-to-commercial-paper

CNN Be prepared for 7% interest rates, warns Jamie Dimon
https://www.cnn.com/2023/10/02/investing/jamie-dimon-jpmorgan-7-percent-interest-rate-recession

FRBNY John Williams All the Stars We Cannot See
https://www.newyorkfed.org/newsevents/speeches/2025/wil250825

Bloomberg Won Advances After BOK Governor Defends Currency Intervention
https://www.bloomberg.com/news/articles/2025-08-28/won-gains-after-bok-rhee-s-comments-on-forex-intervention-goals

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe What Dollar Tree Just Revealed About The Consumer 1176 1176 You Won’t Believe What Dollar Tree Just Revealed About The Consumer full ef7c71ee-9e31-4ae3-a0aa-a8ea24f8e485 https://share.transistor.fm/s/6186e5ed Dollar Tree says after seeing a major influx of especially middle-income Americans in its stores, it won't be able to raise prices. The latest jobs data leaves absolutely no doubt why that is. According to the turnover stats, the US labor market LOST jobs in June and July.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

WSJ Dollar Tree Shares Fall as Tariffs Dampen Near-Term Outlook
https://www.wsj.com/business/retail/dollar-tree-boosts-outlook-as-sales-jump-c48b7461

WSJ Dollar General Draws Shoppers Across Income Levels, Raises Outlook
https://www.wsj.com/business/retail/dollar-general-boosts-outlook-after-earnings-rise-95e4bff8

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Dollar Tree says after seeing a major influx of especially middle-income Americans in its stores, it won't be able to raise prices. The latest jobs data leaves absolutely no doubt why that is. According to the turnover stats, the US labor market LOST jobs in June and July.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

WSJ Dollar Tree Shares Fall as Tariffs Dampen Near-Term Outlook
https://www.wsj.com/business/retail/dollar-tree-boosts-outlook-as-sales-jump-c48b7461

WSJ Dollar General Draws Shoppers Across Income Levels, Raises Outlook
https://www.wsj.com/business/retail/dollar-general-boosts-outlook-after-earnings-rise-95e4bff8

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 04 Sep 2025 10:21:28 -0400 Jeff Snider Jeff Snider 1239 Dollar Tree says after seeing a major influx of especially middle-income Americans in its stores, it won't be able to raise prices. The latest jobs data leaves absolutely no doubt why that is. According to the turnover stats, the US labor market LOST jobs in June and July.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

WSJ Dollar Tree Shares Fall as Tariffs Dampen Near-Term Outlook
https://www.wsj.com/business/retail/dollar-tree-boosts-outlook-as-sales-jump-c48b7461

WSJ Dollar General Draws Shoppers Across Income Levels, Raises Outlook
https://www.wsj.com/business/retail/dollar-general-boosts-outlook-after-earnings-rise-95e4bff8

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Gold's RECORD HIGH Just Sent the CLEAREST Warning 1175 1175 Gold's RECORD HIGH Just Sent the CLEAREST Warning full 5dbec48c-b623-4b1e-aa91-56ebb7da25bc https://share.transistor.fm/s/0082b53e After trading conspicuously sideways for the past four months, gold has finally broken out of its range. However, at the same time the US dollar exchange value is threatening to do the same - by moving HIGHER. It's a bad combination: rising gold, higher dollar, and falling interest rates. If any doubts remain about what's really happening, the copper-to-gold ratio leaves everyone no doubt.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
Eurodollar University's One Big Weekly Theme
https://eurodollaruniversity.substack.com/
---------------------------------------------------------------------------

Bloomberg Why Investors Can’t Seem to Get Enough of Gold
https://www.bloomberg.com/news/articles/2025-09-02/gold-price-record-why-bullion-is-safe-haven-amid-tariffs-inflation

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> After trading conspicuously sideways for the past four months, gold has finally broken out of its range. However, at the same time the US dollar exchange value is threatening to do the same - by moving HIGHER. It's a bad combination: rising gold, higher dollar, and falling interest rates. If any doubts remain about what's really happening, the copper-to-gold ratio leaves everyone no doubt.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
Eurodollar University's One Big Weekly Theme
https://eurodollaruniversity.substack.com/
---------------------------------------------------------------------------

Bloomberg Why Investors Can’t Seem to Get Enough of Gold
https://www.bloomberg.com/news/articles/2025-09-02/gold-price-record-why-bullion-is-safe-haven-amid-tariffs-inflation

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 03 Sep 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1167 After trading conspicuously sideways for the past four months, gold has finally broken out of its range. However, at the same time the US dollar exchange value is threatening to do the same - by moving HIGHER. It's a bad combination: rising gold, higher dollar, and falling interest rates. If any doubts remain about what's really happening, the copper-to-gold ratio leaves everyone no doubt.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
Eurodollar University's One Big Weekly Theme
https://eurodollaruniversity.substack.com/
---------------------------------------------------------------------------

Bloomberg Why Investors Can’t Seem to Get Enough of Gold
https://www.bloomberg.com/news/articles/2025-09-02/gold-price-record-why-bullion-is-safe-haven-amid-tariffs-inflation

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No ALERT: China’s MEGA bubble Is a Warning To The World 1174 1174 ALERT: China’s MEGA bubble Is a Warning To The World full 0e667ab9-6cee-4245-a7b4-e2de492ab9e0 https://share.transistor.fm/s/39e72883 Chinese stocks are heading into orbit, taking off like a rocket ever since the US and China reached an agreement to not inflict the worst of trade wars. Curiously, though, the Chinese economy has further deteriorated which means the equity surge is looking more and more like something we've seen before from Shanghai.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
Eurodollar University's One Big Weekly Theme
https://eurodollaruniversity.substack.com/
---------------------------------------------------------------------------

Bloomberg China Stocks Are Sending Warning Signs on Liquidity-Driven Rally
https://www.bloomberg.com/news/articles/2025-08-25/china-stocks-are-sending-warning-signs-on-liquidity-driven-rally

SCMP 4 reasons fears of China stock market bubble are misplaced
https://www.scmp.com/opinion/china-opinion/article/3323431/four-reasons-fears-china-stock-market-bubble-are-misplaced

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Chinese stocks are heading into orbit, taking off like a rocket ever since the US and China reached an agreement to not inflict the worst of trade wars. Curiously, though, the Chinese economy has further deteriorated which means the equity surge is looking more and more like something we've seen before from Shanghai.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
Eurodollar University's One Big Weekly Theme
https://eurodollaruniversity.substack.com/
---------------------------------------------------------------------------

Bloomberg China Stocks Are Sending Warning Signs on Liquidity-Driven Rally
https://www.bloomberg.com/news/articles/2025-08-25/china-stocks-are-sending-warning-signs-on-liquidity-driven-rally

SCMP 4 reasons fears of China stock market bubble are misplaced
https://www.scmp.com/opinion/china-opinion/article/3323431/four-reasons-fears-china-stock-market-bubble-are-misplaced

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 02 Sep 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1143 Chinese stocks are heading into orbit, taking off like a rocket ever since the US and China reached an agreement to not inflict the worst of trade wars. Curiously, though, the Chinese economy has further deteriorated which means the equity surge is looking more and more like something we've seen before from Shanghai.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------
Eurodollar University's One Big Weekly Theme
https://eurodollaruniversity.substack.com/
---------------------------------------------------------------------------

Bloomberg China Stocks Are Sending Warning Signs on Liquidity-Driven Rally
https://www.bloomberg.com/news/articles/2025-08-25/china-stocks-are-sending-warning-signs-on-liquidity-driven-rally

SCMP 4 reasons fears of China stock market bubble are misplaced
https://www.scmp.com/opinion/china-opinion/article/3323431/four-reasons-fears-china-stock-market-bubble-are-misplaced

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No NEW Fed Report Says An Emergency 50bps Cut Now on the Table 1173 1173 NEW Fed Report Says An Emergency 50bps Cut Now on the Table full 8ad7a6f1-d810-416f-9ee7-a6d9141553b2 https://share.transistor.fm/s/1c99d82b Once Federal Reserve policymakers start making total sense, that's when you know. Officials are seeing the data the same way(s) we are, meaning a mess in jobs combined with an absence of any sign for tariff inflation. A big one came this week with a leading voice voicing caution and a growing possibility for that September fifty. 

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Christopher Waller Let's Get On with It
https://www.federalreserve.gov/newsevents/speech/files/waller20250828a.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Once Federal Reserve policymakers start making total sense, that's when you know. Officials are seeing the data the same way(s) we are, meaning a mess in jobs combined with an absence of any sign for tariff inflation. A big one came this week with a leading voice voicing caution and a growing possibility for that September fifty. 

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Christopher Waller Let's Get On with It
https://www.federalreserve.gov/newsevents/speech/files/waller20250828a.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 01 Sep 2025 10:24:44 -0400 Jeff Snider Jeff Snider 1153 Once Federal Reserve policymakers start making total sense, that's when you know. Officials are seeing the data the same way(s) we are, meaning a mess in jobs combined with an absence of any sign for tariff inflation. A big one came this week with a leading voice voicing caution and a growing possibility for that September fifty. 

Eurodollar University's conversation w/Steve Van Metre

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Christopher Waller Let's Get On with It
https://www.federalreserve.gov/newsevents/speech/files/waller20250828a.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Canada’s Economy Just Collapsed (Worst Since 2020) 1172 1172 Canada’s Economy Just Collapsed (Worst Since 2020) full 0d564dee-b520-4b88-ab1a-87b377e88031 https://share.transistor.fm/s/03f2dea6 There is no escaping the Pringles can. While the Bank of Canada has been on hold with its rate cutting since March, Canadian GDP, payrolls and even the latest Canadian CPI figures leave no doubt. Plus, the globally synchronized implications will be heard in central bank deliberations worldwide. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------------
I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!
------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> There is no escaping the Pringles can. While the Bank of Canada has been on hold with its rate cutting since March, Canadian GDP, payrolls and even the latest Canadian CPI figures leave no doubt. Plus, the globally synchronized implications will be heard in central bank deliberations worldwide. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------------
I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!
------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> Sun, 31 Aug 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1218 There is no escaping the Pringles can. While the Bank of Canada has been on hold with its rate cutting since March, Canadian GDP, payrolls and even the latest Canadian CPI figures leave no doubt. Plus, the globally synchronized implications will be heard in central bank deliberations worldwide. 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------------
I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!
------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Something BIG Just Snapped in the Bond Market 1171 1171 BREAKING: Something BIG Just Snapped in the Bond Market full 88fec425-d16f-46fe-a3d2-eb7c573548eb https://share.transistor.fm/s/c39371f8 Two-year Treasury yields set a new almost-year low, falling below their prior April chaos lows. The yield curve is undergoing a profound reshaping that explains a lot more than Jay Powell's Jackson Hole performance. It also perfectly indicates what long-run interest rates are also doing as well as likely to do moving forward.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg Goldman Sachs Says US Yield-Curve Shape Looks Like Zero-Rate Era
https://www.bloomberg.com/news/articles/2025-08-06/goldman-sachs-says-us-yield-curve-shape-looks-like-zero-rate-era


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Two-year Treasury yields set a new almost-year low, falling below their prior April chaos lows. The yield curve is undergoing a profound reshaping that explains a lot more than Jay Powell's Jackson Hole performance. It also perfectly indicates what long-run interest rates are also doing as well as likely to do moving forward.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg Goldman Sachs Says US Yield-Curve Shape Looks Like Zero-Rate Era
https://www.bloomberg.com/news/articles/2025-08-06/goldman-sachs-says-us-yield-curve-shape-looks-like-zero-rate-era


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 29 Aug 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1437 Two-year Treasury yields set a new almost-year low, falling below their prior April chaos lows. The yield curve is undergoing a profound reshaping that explains a lot more than Jay Powell's Jackson Hole performance. It also perfectly indicates what long-run interest rates are also doing as well as likely to do moving forward.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Bloomberg Goldman Sachs Says US Yield-Curve Shape Looks Like Zero-Rate Era
https://www.bloomberg.com/news/articles/2025-08-06/goldman-sachs-says-us-yield-curve-shape-looks-like-zero-rate-era


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No New Data Reveals People Have Given Up on the Economy 1169 1169 New Data Reveals People Have Given Up on the Economy full 79848cd1-02d9-4de6-a5ab-f989ac8d576f https://share.transistor.fm/s/81133105 Consumer fears over jobs increased yet again in August, as did expectations for a recession. Relatedly, two separate sources confirmed housing prices in the US fell yet again in their latest monthly estimates. Related because the one is causing the other; fears over jobs that aren't strictly fears are reducing demand for homes and a whole lot more. Deep down, even Jay Powell knows it.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Jay Powell's August 2025 Jackson Hole speech
https://www.federalreserve.gov/newsevents/speech/files/powell20250822.pdf

Conference Board August 2025 consumer confidence 
https://www.conference-board.org/topics/consumer-confidence/

Bloomberg Weak US Housing Outlook Sends Australia’s Reece Tumbling
https://www.bloomberg.com/news/newsletters/2025-08-25/reece-tumbes-lithium-optimism-us-stocks-australia-briefing

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Consumer fears over jobs increased yet again in August, as did expectations for a recession. Relatedly, two separate sources confirmed housing prices in the US fell yet again in their latest monthly estimates. Related because the one is causing the other; fears over jobs that aren't strictly fears are reducing demand for homes and a whole lot more. Deep down, even Jay Powell knows it.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Jay Powell's August 2025 Jackson Hole speech
https://www.federalreserve.gov/newsevents/speech/files/powell20250822.pdf

Conference Board August 2025 consumer confidence 
https://www.conference-board.org/topics/consumer-confidence/

Bloomberg Weak US Housing Outlook Sends Australia’s Reece Tumbling
https://www.bloomberg.com/news/newsletters/2025-08-25/reece-tumbes-lithium-optimism-us-stocks-australia-briefing

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 27 Aug 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1218 Consumer fears over jobs increased yet again in August, as did expectations for a recession. Relatedly, two separate sources confirmed housing prices in the US fell yet again in their latest monthly estimates. Related because the one is causing the other; fears over jobs that aren't strictly fears are reducing demand for homes and a whole lot more. Deep down, even Jay Powell knows it.

Eurodollar University's Money & Macro Analysis

---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------

Jay Powell's August 2025 Jackson Hole speech
https://www.federalreserve.gov/newsevents/speech/files/powell20250822.pdf

Conference Board August 2025 consumer confidence 
https://www.conference-board.org/topics/consumer-confidence/

Bloomberg Weak US Housing Outlook Sends Australia’s Reece Tumbling
https://www.bloomberg.com/news/newsletters/2025-08-25/reece-tumbes-lithium-optimism-us-stocks-australia-briefing

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: France is About To Fall, Here's What Your MUST Know 1170 1170 BREAKING: France is About To Fall, Here's What Your MUST Know full 24211b8c-ed22-4112-954a-57dbda392d6d https://share.transistor.fm/s/0bd1e597 France's government is going to collapse again in a couple weeks. While everyone was distracted by trade wars, the underlying schism in politics remained unresolved. France is between a rock and a hard place, trying to fix its budget. Here's the thing: both the rock and the hard place are the same thing. 

Eurodollar University's Money and Macro Analysis

I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!
------------------------------------------------------------------------------------

CNN France fears new political crisis after PM’s confidence-vote gamble
https://www.cnn.com/2025/08/25/europe/francois-bayrou-french-confidence-vote-intl

CNBC ‘Our country is in danger’: French PM takes confidence vote gamble over budget woes
https://www.cnbc.com/2025/08/26/french-pm-takes-confidence-vote-gamble-over-budget-woes.html

Bloomberg France’s Government Risks New Collapse, Weighing on Markets
https://www.bloomberg.com/news/articles/2025-08-25/france-s-government-risks-another-collapse-weighing-on-markets

Bloomberg French Political Crisis Dashes Hope of Business-Led Recovery
https://www.bloomberg.com/news/articles/2025-08-27/france-s-political-crisis-dashes-hopes-of-business-led-recovery

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> France's government is going to collapse again in a couple weeks. While everyone was distracted by trade wars, the underlying schism in politics remained unresolved. France is between a rock and a hard place, trying to fix its budget. Here's the thing: both the rock and the hard place are the same thing. 

Eurodollar University's Money and Macro Analysis

I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!
------------------------------------------------------------------------------------

CNN France fears new political crisis after PM’s confidence-vote gamble
https://www.cnn.com/2025/08/25/europe/francois-bayrou-french-confidence-vote-intl

CNBC ‘Our country is in danger’: French PM takes confidence vote gamble over budget woes
https://www.cnbc.com/2025/08/26/french-pm-takes-confidence-vote-gamble-over-budget-woes.html

Bloomberg France’s Government Risks New Collapse, Weighing on Markets
https://www.bloomberg.com/news/articles/2025-08-25/france-s-government-risks-another-collapse-weighing-on-markets

Bloomberg French Political Crisis Dashes Hope of Business-Led Recovery
https://www.bloomberg.com/news/articles/2025-08-27/france-s-political-crisis-dashes-hopes-of-business-led-recovery

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> Wed, 27 Aug 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1216 France's government is going to collapse again in a couple weeks. While everyone was distracted by trade wars, the underlying schism in politics remained unresolved. France is between a rock and a hard place, trying to fix its budget. Here's the thing: both the rock and the hard place are the same thing. 

Eurodollar University's Money and Macro Analysis

I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!
------------------------------------------------------------------------------------

CNN France fears new political crisis after PM’s confidence-vote gamble
https://www.cnn.com/2025/08/25/europe/francois-bayrou-french-confidence-vote-intl

CNBC ‘Our country is in danger’: French PM takes confidence vote gamble over budget woes
https://www.cnbc.com/2025/08/26/french-pm-takes-confidence-vote-gamble-over-budget-woes.html

Bloomberg France’s Government Risks New Collapse, Weighing on Markets
https://www.bloomberg.com/news/articles/2025-08-25/france-s-government-risks-another-collapse-weighing-on-markets

Bloomberg French Political Crisis Dashes Hope of Business-Led Recovery
https://www.bloomberg.com/news/articles/2025-08-27/france-s-political-crisis-dashes-hopes-of-business-led-recovery

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No America’s Housing Market Is Breaking (Again) 1168 1168 America’s Housing Market Is Breaking (Again) full 267eceda-d95a-47ae-91db-ea0288b047ea https://share.transistor.fm/s/330e57ed Home sales are down. Prices are falling. Inventories are rising. Record number of cancelations. And this is for July, not just a prime sales month in real estate, also three months after the events April. Stocks are soaring and trade deals have been struck. Where are all the buyers? 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------------
I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!
------------------------------------------------------------------------------------

Redfin News Home Purchases Are Getting Canceled at a Record Rate
https://www.redfin.com/news/home-purchase-cancellations-july-2025/

Bloomberg US New-Home Sales Exceed Forecast Following Upward Revision
https://www.bloomberg.com/news/articles/2025-08-25/us-new-home-sales-exceed-forecast-following-upward-revision

Bloomberg US Homebuilder Sentiment Retreats as Buyers Lack Motivation
https://www.bloomberg.com/news/articles/2025-08-18/us-homebuilder-sentiment-retreats-as-buyers-lack-motivation

NAR Existing-Home Sales Report Shows 2.0% Increase in July
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-2-0-increase-in-july

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Home sales are down. Prices are falling. Inventories are rising. Record number of cancelations. And this is for July, not just a prime sales month in real estate, also three months after the events April. Stocks are soaring and trade deals have been struck. Where are all the buyers? 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------------
I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!
------------------------------------------------------------------------------------

Redfin News Home Purchases Are Getting Canceled at a Record Rate
https://www.redfin.com/news/home-purchase-cancellations-july-2025/

Bloomberg US New-Home Sales Exceed Forecast Following Upward Revision
https://www.bloomberg.com/news/articles/2025-08-25/us-new-home-sales-exceed-forecast-following-upward-revision

Bloomberg US Homebuilder Sentiment Retreats as Buyers Lack Motivation
https://www.bloomberg.com/news/articles/2025-08-18/us-homebuilder-sentiment-retreats-as-buyers-lack-motivation

NAR Existing-Home Sales Report Shows 2.0% Increase in July
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-2-0-increase-in-july

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 26 Aug 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1236 Home sales are down. Prices are falling. Inventories are rising. Record number of cancelations. And this is for July, not just a prime sales month in real estate, also three months after the events April. Stocks are soaring and trade deals have been struck. Where are all the buyers? 

Eurodollar University's Money & Macro Analysis

------------------------------------------------------------------------------------
I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!
------------------------------------------------------------------------------------

Redfin News Home Purchases Are Getting Canceled at a Record Rate
https://www.redfin.com/news/home-purchase-cancellations-july-2025/

Bloomberg US New-Home Sales Exceed Forecast Following Upward Revision
https://www.bloomberg.com/news/articles/2025-08-25/us-new-home-sales-exceed-forecast-following-upward-revision

Bloomberg US Homebuilder Sentiment Retreats as Buyers Lack Motivation
https://www.bloomberg.com/news/articles/2025-08-18/us-homebuilder-sentiment-retreats-as-buyers-lack-motivation

NAR Existing-Home Sales Report Shows 2.0% Increase in July
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-2-0-increase-in-july

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China Has Fallen: Here's What It Means for the World 1167 1167 China Has Fallen: Here's What It Means for the World full f0e8b930-b347-4498-be87-37e733a0b96f https://share.transistor.fm/s/7e85d9c5 Something has changed in China. Something big. Bank lending dropped sharply, more than it has. Fixed investment suddenly crashed. Retail sales contracted in a way China hasn't experienced since 2022's lockdowns. The usual economic and financial decay has been taken up a notch, if not two. So, naturally, Chinese stocks are soaring, one final negative signal. Yes, negative.

Eurodollar University Money & Macro Analysis

----------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: monetary-metals.com/snider
----------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Something has changed in China. Something big. Bank lending dropped sharply, more than it has. Fixed investment suddenly crashed. Retail sales contracted in a way China hasn't experienced since 2022's lockdowns. The usual economic and financial decay has been taken up a notch, if not two. So, naturally, Chinese stocks are soaring, one final negative signal. Yes, negative.

Eurodollar University Money & Macro Analysis

----------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: monetary-metals.com/snider
----------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 25 Aug 2025 00:16:34 -0400 Jeff Snider Jeff Snider 1292 Something has changed in China. Something big. Bank lending dropped sharply, more than it has. Fixed investment suddenly crashed. Retail sales contracted in a way China hasn't experienced since 2022's lockdowns. The usual economic and financial decay has been taken up a notch, if not two. So, naturally, Chinese stocks are soaring, one final negative signal. Yes, negative.

Eurodollar University Money & Macro Analysis

----------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here: monetary-metals.com/snider
----------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Most Important Line Everyone Missed at Jackson Hole 1166 1166 The Most Important Line Everyone Missed at Jackson Hole full aa16257e-2197-45b2-9b93-e80764f35858 https://share.transistor.fm/s/8621e293 There were several key points from Jay Powell's speech at Jackson Hole which everyone seems to have missed. The market picked up on them, however, with SOFR futures reacting by pushing its inversion deeper and further out, now early 2027. What Chair Powell meant under everything he said was he finally gets the big Beveridge risk.  

Eurodollar University's conversation w/Steve Van Metre
------------------------------------------------------------------------------------
I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!
------------------------------------------------------------------------------------

Chair Powell's Jackson Hole Speech
https://www.federalreserve.gov/newsevents/speech/files/powell20250822.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> There were several key points from Jay Powell's speech at Jackson Hole which everyone seems to have missed. The market picked up on them, however, with SOFR futures reacting by pushing its inversion deeper and further out, now early 2027. What Chair Powell meant under everything he said was he finally gets the big Beveridge risk.  

Eurodollar University's conversation w/Steve Van Metre
------------------------------------------------------------------------------------
I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!
------------------------------------------------------------------------------------

Chair Powell's Jackson Hole Speech
https://www.federalreserve.gov/newsevents/speech/files/powell20250822.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sat, 23 Aug 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1277 There were several key points from Jay Powell's speech at Jackson Hole which everyone seems to have missed. The market picked up on them, however, with SOFR futures reacting by pushing its inversion deeper and further out, now early 2027. What Chair Powell meant under everything he said was he finally gets the big Beveridge risk.  

Eurodollar University's conversation w/Steve Van Metre
------------------------------------------------------------------------------------
I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!
------------------------------------------------------------------------------------

Chair Powell's Jackson Hole Speech
https://www.federalreserve.gov/newsevents/speech/files/powell20250822.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No McDonald’s Just Slashed Prices…The Economy is DONE 1165 1165 McDonald’s Just Slashed Prices…The Economy is DONE full 4f6a1807-d826-48b1-9274-0340720f9f03 https://share.transistor.fm/s/7a5d6cc2 Jay Powell vs. Ronald McDonald? The FOMC yesterday published the minutes of its July meeting which showed a majority of officials believe inflation is the country's greatest threat. So, it was a huge shock when the world's biggest fast-food joint reported - ON THE SAME DAY - it was doing the opposite. Even the FOMC "majority" isn't as solid as it is made to appear, as the minutes also contained one observation that really does align with these real economy facts. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here here: monetary-metals.com/snider
----------------------------------------------------------------------------------------------------------

FOMC Minutes for July 2025
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20250730.pdf

Fox Business McDonald's to slash combo meal prices to win back budget-conscious shoppers
https://www.foxbusiness.com/lifestyle/mcdonalds-slash-combo-meal-prices-win-back-budget-conscious-shoppers

CNN McDonald’s is cutting prices of its combo meals to convince customers it’s affordable again
https://www.cnn.com/2025/08/20/food/mcdonalds-combo-lower-prices

Bloomberg Fed Chair Contender Bullard Backs 100 Basis Points of 2025 Cuts
https://www.bloomberg.com/news/articles/2025-08-21/fed-chair-contender-bullard-backs-100-basis-points-of-2025-cuts

Bloomberg US Stocks Extend Slide as Walmart Misses, Jobless Claims Rise
https://www.bloomberg.com/news/articles/2025-08-21/us-equity-futures-fall-as-walmart-misses-jobless-claims-rise

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Jay Powell vs. Ronald McDonald? The FOMC yesterday published the minutes of its July meeting which showed a majority of officials believe inflation is the country's greatest threat. So, it was a huge shock when the world's biggest fast-food joint reported - ON THE SAME DAY - it was doing the opposite. Even the FOMC "majority" isn't as solid as it is made to appear, as the minutes also contained one observation that really does align with these real economy facts. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here here: monetary-metals.com/snider
----------------------------------------------------------------------------------------------------------

FOMC Minutes for July 2025
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20250730.pdf

Fox Business McDonald's to slash combo meal prices to win back budget-conscious shoppers
https://www.foxbusiness.com/lifestyle/mcdonalds-slash-combo-meal-prices-win-back-budget-conscious-shoppers

CNN McDonald’s is cutting prices of its combo meals to convince customers it’s affordable again
https://www.cnn.com/2025/08/20/food/mcdonalds-combo-lower-prices

Bloomberg Fed Chair Contender Bullard Backs 100 Basis Points of 2025 Cuts
https://www.bloomberg.com/news/articles/2025-08-21/fed-chair-contender-bullard-backs-100-basis-points-of-2025-cuts

Bloomberg US Stocks Extend Slide as Walmart Misses, Jobless Claims Rise
https://www.bloomberg.com/news/articles/2025-08-21/us-equity-futures-fall-as-walmart-misses-jobless-claims-rise

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 22 Aug 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1215 Jay Powell vs. Ronald McDonald? The FOMC yesterday published the minutes of its July meeting which showed a majority of officials believe inflation is the country's greatest threat. So, it was a huge shock when the world's biggest fast-food joint reported - ON THE SAME DAY - it was doing the opposite. Even the FOMC "majority" isn't as solid as it is made to appear, as the minutes also contained one observation that really does align with these real economy facts. 

Eurodollar University's Money & Macro Analysis

----------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.

Check it out here here: monetary-metals.com/snider
----------------------------------------------------------------------------------------------------------

FOMC Minutes for July 2025
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20250730.pdf

Fox Business McDonald's to slash combo meal prices to win back budget-conscious shoppers
https://www.foxbusiness.com/lifestyle/mcdonalds-slash-combo-meal-prices-win-back-budget-conscious-shoppers

CNN McDonald’s is cutting prices of its combo meals to convince customers it’s affordable again
https://www.cnn.com/2025/08/20/food/mcdonalds-combo-lower-prices

Bloomberg Fed Chair Contender Bullard Backs 100 Basis Points of 2025 Cuts
https://www.bloomberg.com/news/articles/2025-08-21/fed-chair-contender-bullard-backs-100-basis-points-of-2025-cuts

Bloomberg US Stocks Extend Slide as Walmart Misses, Jobless Claims Rise
https://www.bloomberg.com/news/articles/2025-08-21/us-equity-futures-fall-as-walmart-misses-jobless-claims-rise

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Target Gives MASSIVE Warning Of Consumer Behavior 1164 1164 Target Gives MASSIVE Warning Of Consumer Behavior full ec76bf04-cf2d-4f82-8a2b-81098d763112 https://share.transistor.fm/s/59aaccf2 I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/.

Target suffered another quarterly drop in sales. And the reason why was given by the CEO of Home Depot commenting on his own company's struggles. Laying down some truth, for once, these big retailers are adding more color and confirmation to why the market keeps betting more forcefully for the September Fed 50. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/.

Target suffered another quarterly drop in sales. And the reason why was given by the CEO of Home Depot commenting on his own company's struggles. Laying down some truth, for once, these big retailers are adding more color and confirmation to why the market keeps betting more forcefully for the September Fed 50. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> Thu, 21 Aug 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1833 I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/.

Target suffered another quarterly drop in sales. And the reason why was given by the CEO of Home Depot commenting on his own company's struggles. Laying down some truth, for once, these big retailers are adding more color and confirmation to why the market keeps betting more forcefully for the September Fed 50. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Credit Spreads Hit New Multi-decade LOWS 1163 1163 BREAKING: Credit Spreads Hit New Multi-decade LOWS full 15fba981-84b6-4c5d-abf5-24af4a558f49 https://share.transistor.fm/s/833a08d4 With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/

Corporate credit is filled with what appear to be contradictions, with some spread categories tumbling to their lowest levels since the late nineties. Yet, delinquencies and risks are rising and doing so in a way everyone is recognizing. So, why the complacency? It's a combination of several critical - perhaps killer - factors that tie in to commercial real estate. We have some related updates on that are, too. 

Eurodollar University's Money and Macro Analysis

Bloomberg US Corporate Bond Spreads Sink to 27-Year Low as ‘FOMO’ Sets In
https://www.bloomberg.com/news/articles/2025-08-15/us-corporate-bond-spreads-sink-to-27-year-low-as-fomo-sets-in

]]> With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/

Corporate credit is filled with what appear to be contradictions, with some spread categories tumbling to their lowest levels since the late nineties. Yet, delinquencies and risks are rising and doing so in a way everyone is recognizing. So, why the complacency? It's a combination of several critical - perhaps killer - factors that tie in to commercial real estate. We have some related updates on that are, too. 

Eurodollar University's Money and Macro Analysis

Bloomberg US Corporate Bond Spreads Sink to 27-Year Low as ‘FOMO’ Sets In
https://www.bloomberg.com/news/articles/2025-08-15/us-corporate-bond-spreads-sink-to-27-year-low-as-fomo-sets-in

]]> Wed, 20 Aug 2025 09:33:21 -0400 Jeff Snider Jeff Snider 2166 With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/

Corporate credit is filled with what appear to be contradictions, with some spread categories tumbling to their lowest levels since the late nineties. Yet, delinquencies and risks are rising and doing so in a way everyone is recognizing. So, why the complacency? It's a combination of several critical - perhaps killer - factors that tie in to commercial real estate. We have some related updates on that are, too. 

Eurodollar University's Money and Macro Analysis

Bloomberg US Corporate Bond Spreads Sink to 27-Year Low as ‘FOMO’ Sets In
https://www.bloomberg.com/news/articles/2025-08-15/us-corporate-bond-spreads-sink-to-27-year-low-as-fomo-sets-in

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No New Treasury Data Shows Foreigners Are Doing Something UNPRECEDENTED 1162 1162 New Treasury Data Shows Foreigners Are Doing Something UNPRECEDENTED full 320a4966-8a07-4a0f-a20f-7fd5f22e152b https://share.transistor.fm/s/9b315cb5 I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/

It's gotten so bad that serious Wall Street commentators are openly talking about yield curve control for Treasuries - just like they did four years ago. Yet, YCC never happened for the same reason it won't happen today. While the same people calling for the Fed to buy bonds in order to stabilize interest rates say this is needed because foreigners are ditching USTs and the dollar, the latest data shows the opposite is happening. Again.

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/

It's gotten so bad that serious Wall Street commentators are openly talking about yield curve control for Treasuries - just like they did four years ago. Yet, YCC never happened for the same reason it won't happen today. While the same people calling for the Fed to buy bonds in order to stabilize interest rates say this is needed because foreigners are ditching USTs and the dollar, the latest data shows the opposite is happening. Again.

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 19 Aug 2025 09:02:06 -0400 Jeff Snider Jeff Snider 2224 I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/

It's gotten so bad that serious Wall Street commentators are openly talking about yield curve control for Treasuries - just like they did four years ago. Yet, YCC never happened for the same reason it won't happen today. While the same people calling for the Fed to buy bonds in order to stabilize interest rates say this is needed because foreigners are ditching USTs and the dollar, the latest data shows the opposite is happening. Again.

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Amazon Reveals Americans Have Hit Their Final Straw 1161 1161 Amazon Reveals Americans Have Hit Their Final Straw full 29020395-0c9b-453a-94a7-f1c450facc3f https://share.transistor.fm/s/a43c2138 I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!

Last month was Amazon Prime "Day" - now four - and after it was over the whole thing just disappeared down a memory hole. Why? Ask the boxes. What box-makers are reporting is getting to be disturbing. No wonder with the latest on consumer sentiment, consumer goods production, and consumer spending hanging by a tariff-distorted thread.

Eurodollar University's Money & Macro Analysis

Amazon Prime 
https://www.aboutamazon.com/news/retail/prime-day-2025-recap

Retail Dive Amazon once again touts ‘record’ Prime Day sales
https://www.retaildive.com/news/amazon-prime-day-2025-record-sales/753034/

Bloomberg What Declining Cardboard Box Sales Tell Us About the US Economy
https://www.bloomberg.com/news/articles/2025-08-14/cardboard-box-sales-fall-in-worrying-sign-for-us-retail

UofM August 2025 Consumer Sentiment
https://www.sca.isr.umich.edu/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!

Last month was Amazon Prime "Day" - now four - and after it was over the whole thing just disappeared down a memory hole. Why? Ask the boxes. What box-makers are reporting is getting to be disturbing. No wonder with the latest on consumer sentiment, consumer goods production, and consumer spending hanging by a tariff-distorted thread.

Eurodollar University's Money & Macro Analysis

Amazon Prime 
https://www.aboutamazon.com/news/retail/prime-day-2025-recap

Retail Dive Amazon once again touts ‘record’ Prime Day sales
https://www.retaildive.com/news/amazon-prime-day-2025-record-sales/753034/

Bloomberg What Declining Cardboard Box Sales Tell Us About the US Economy
https://www.bloomberg.com/news/articles/2025-08-14/cardboard-box-sales-fall-in-worrying-sign-for-us-retail

UofM August 2025 Consumer Sentiment
https://www.sca.isr.umich.edu/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 17 Aug 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1053 I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!

Last month was Amazon Prime "Day" - now four - and after it was over the whole thing just disappeared down a memory hole. Why? Ask the boxes. What box-makers are reporting is getting to be disturbing. No wonder with the latest on consumer sentiment, consumer goods production, and consumer spending hanging by a tariff-distorted thread.

Eurodollar University's Money & Macro Analysis

Amazon Prime 
https://www.aboutamazon.com/news/retail/prime-day-2025-recap

Retail Dive Amazon once again touts ‘record’ Prime Day sales
https://www.retaildive.com/news/amazon-prime-day-2025-record-sales/753034/

Bloomberg What Declining Cardboard Box Sales Tell Us About the US Economy
https://www.bloomberg.com/news/articles/2025-08-14/cardboard-box-sales-fall-in-worrying-sign-for-us-retail

UofM August 2025 Consumer Sentiment
https://www.sca.isr.umich.edu/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HSBC’s "China Crisis Is Far Worse Than Anyone Imagined" 1160 1160 HSBC’s "China Crisis Is Far Worse Than Anyone Imagined" full 48b71c2f-4ef2-4c60-945e-5fd0220876be https://share.transistor.fm/s/820d31ed With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/

HSBC reported shocking results regarding its Hong Kong real estate loans further establishing the proportions of the credit crisis underway there. The news was, however, in line with recent developments in the city, among its banks, and with their Chinese counterparts. The reason was simple enough: all of them are suffering from the same fatal flow which the world, not just SE Asia, is in the middle of paying for. 

Eurodollar University's Money & Macro Analysis

Reuters HSBC profit tumbles as China losses mount
https://www.reuters.com/business/finance/hsbc-profit-tumbles-china-losses-mount-2025-07-30/

Guardian 
https://slguardian.org/hsbc-flags-73-of-hong-kong-commercial-property-loans-as-risky-amid-market-slump/

Bloomberg Hong Kong’s Economy Has Two Gravity-Defying Puzzles
https://www.bloomberg.com/opinion/articles/2025-08-11/hong-kong-interest-rates-and-housing-market-are-puzzles

Bloomberg Hong Kong Property Woes Persist Despite Banks’ Vote of Confidence
https://www.bloomberg.com/news/newsletters/2025-07-01/hong-kong-property-woes-persist-despite-banks-vote-of-confidence

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUhttps://youtu.be/gY3Wge-v1sI

]]> With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/

HSBC reported shocking results regarding its Hong Kong real estate loans further establishing the proportions of the credit crisis underway there. The news was, however, in line with recent developments in the city, among its banks, and with their Chinese counterparts. The reason was simple enough: all of them are suffering from the same fatal flow which the world, not just SE Asia, is in the middle of paying for. 

Eurodollar University's Money & Macro Analysis

Reuters HSBC profit tumbles as China losses mount
https://www.reuters.com/business/finance/hsbc-profit-tumbles-china-losses-mount-2025-07-30/

Guardian 
https://slguardian.org/hsbc-flags-73-of-hong-kong-commercial-property-loans-as-risky-amid-market-slump/

Bloomberg Hong Kong’s Economy Has Two Gravity-Defying Puzzles
https://www.bloomberg.com/opinion/articles/2025-08-11/hong-kong-interest-rates-and-housing-market-are-puzzles

Bloomberg Hong Kong Property Woes Persist Despite Banks’ Vote of Confidence
https://www.bloomberg.com/news/newsletters/2025-07-01/hong-kong-property-woes-persist-despite-banks-vote-of-confidence

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUhttps://youtu.be/gY3Wge-v1sI

]]> Fri, 15 Aug 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1291 With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/

HSBC reported shocking results regarding its Hong Kong real estate loans further establishing the proportions of the credit crisis underway there. The news was, however, in line with recent developments in the city, among its banks, and with their Chinese counterparts. The reason was simple enough: all of them are suffering from the same fatal flow which the world, not just SE Asia, is in the middle of paying for. 

Eurodollar University's Money & Macro Analysis

Reuters HSBC profit tumbles as China losses mount
https://www.reuters.com/business/finance/hsbc-profit-tumbles-china-losses-mount-2025-07-30/

Guardian 
https://slguardian.org/hsbc-flags-73-of-hong-kong-commercial-property-loans-as-risky-amid-market-slump/

Bloomberg Hong Kong’s Economy Has Two Gravity-Defying Puzzles
https://www.bloomberg.com/opinion/articles/2025-08-11/hong-kong-interest-rates-and-housing-market-are-puzzles

Bloomberg Hong Kong Property Woes Persist Despite Banks’ Vote of Confidence
https://www.bloomberg.com/news/newsletters/2025-07-01/hong-kong-property-woes-persist-despite-banks-vote-of-confidence

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUhttps://youtu.be/gY3Wge-v1sI

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No New Data Suggests Oil Will Hit A Price You Won't Believe 1159 1159 New Data Suggests Oil Will Hit A Price You Won't Believe full 570f09dc-14b4-4204-a49f-14728db3c74f https://share.transistor.fm/s/81ecf4e0 I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!

Oil tumbled today nearing its multi-year low as a massive supply glut hangs over the marketplace. But it's not supply where the glut is coming from. Meanwhile, rates also tumble as everyone - even the media - is getting ready for a September fifty out of the FOMC. In fact, these and the rest of the evidence are all the same thing, different sides of the same crude coin. 

Eurodollar University's Money & Macro Analysis

Bloomberg Global Oil Markets Face Record Supply Glut Next Year, IEA Says
https://www.bloomberg.com/news/articles/2025-08-13/global-oil-markets-face-record-supply-glut-next-year-iea-says

IEA August 2025
https://www.iea.org/reports/oil-market-report-august-2025

Bloomberg Bets on Outsize Fed Cut Gain Steam as CPI Data Backs Doves
https://www.bloomberg.com/news/articles/2025-08-12/bets-on-outsize-fed-cut-gain-steam-as-inflation-data-backs-doves

Bloomberg CPI Report Boosts Market Bets on Larger September Fed Rate Cut
https://www.bloomberg.com/news/articles/2025-08-13/bets-on-outsize-fed-cut-gain-steam-as-cpi-data-backs-doves

Bloomberg Bessent Urges Fed to Lower Rates by 150 Basis Points or More
https://www.bloomberg.com/news/articles/2025-08-13/bessent-says-rates-should-likely-be-150-175-basis-points-lower

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!

Oil tumbled today nearing its multi-year low as a massive supply glut hangs over the marketplace. But it's not supply where the glut is coming from. Meanwhile, rates also tumble as everyone - even the media - is getting ready for a September fifty out of the FOMC. In fact, these and the rest of the evidence are all the same thing, different sides of the same crude coin. 

Eurodollar University's Money & Macro Analysis

Bloomberg Global Oil Markets Face Record Supply Glut Next Year, IEA Says
https://www.bloomberg.com/news/articles/2025-08-13/global-oil-markets-face-record-supply-glut-next-year-iea-says

IEA August 2025
https://www.iea.org/reports/oil-market-report-august-2025

Bloomberg Bets on Outsize Fed Cut Gain Steam as CPI Data Backs Doves
https://www.bloomberg.com/news/articles/2025-08-12/bets-on-outsize-fed-cut-gain-steam-as-inflation-data-backs-doves

Bloomberg CPI Report Boosts Market Bets on Larger September Fed Rate Cut
https://www.bloomberg.com/news/articles/2025-08-13/bets-on-outsize-fed-cut-gain-steam-as-cpi-data-backs-doves

Bloomberg Bessent Urges Fed to Lower Rates by 150 Basis Points or More
https://www.bloomberg.com/news/articles/2025-08-13/bessent-says-rates-should-likely-be-150-175-basis-points-lower

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> Thu, 14 Aug 2025 11:00:45 -0400 Jeff Snider Jeff Snider 1323 I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!

Oil tumbled today nearing its multi-year low as a massive supply glut hangs over the marketplace. But it's not supply where the glut is coming from. Meanwhile, rates also tumble as everyone - even the media - is getting ready for a September fifty out of the FOMC. In fact, these and the rest of the evidence are all the same thing, different sides of the same crude coin. 

Eurodollar University's Money & Macro Analysis

Bloomberg Global Oil Markets Face Record Supply Glut Next Year, IEA Says
https://www.bloomberg.com/news/articles/2025-08-13/global-oil-markets-face-record-supply-glut-next-year-iea-says

IEA August 2025
https://www.iea.org/reports/oil-market-report-august-2025

Bloomberg Bets on Outsize Fed Cut Gain Steam as CPI Data Backs Doves
https://www.bloomberg.com/news/articles/2025-08-12/bets-on-outsize-fed-cut-gain-steam-as-inflation-data-backs-doves

Bloomberg CPI Report Boosts Market Bets on Larger September Fed Rate Cut
https://www.bloomberg.com/news/articles/2025-08-13/bets-on-outsize-fed-cut-gain-steam-as-cpi-data-backs-doves

Bloomberg Bessent Urges Fed to Lower Rates by 150 Basis Points or More
https://www.bloomberg.com/news/articles/2025-08-13/bessent-says-rates-should-likely-be-150-175-basis-points-lower

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No $4.36 Trillion Bank Just Sent a MASSIVE Warning to the World 1158 1158 $4.36 Trillion Bank Just Sent a MASSIVE Warning to the World full 2a64d5b2-8763-4652-b089-ae738c53f562 https://share.transistor.fm/s/42e0797c With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 13 Aug 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1259 With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Hidden Risk in Japan That Could Collapse Global Economies 1157 1157 The Hidden Risk in Japan That Could Collapse Global Economies full 213f07b9-bb83-4ab3-b5ac-0e205c6ef542 https://share.transistor.fm/s/d51f7133 I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!

The macro situation is worse this summer compared to last summer, so where's Japan's carry trade? If the July 2024 jobs report provoked a violent financial backlash, you'd think the July 2025 version would have, too. The fact it didn't points to several key developments, important warnings from JPY and JGBs. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!

The macro situation is worse this summer compared to last summer, so where's Japan's carry trade? If the July 2024 jobs report provoked a violent financial backlash, you'd think the July 2025 version would have, too. The fact it didn't points to several key developments, important warnings from JPY and JGBs. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> Tue, 12 Aug 2025 11:00:00 -0400 Jeff Snider Jeff Snider 1103 I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!

The macro situation is worse this summer compared to last summer, so where's Japan's carry trade? If the July 2024 jobs report provoked a violent financial backlash, you'd think the July 2025 version would have, too. The fact it didn't points to several key developments, important warnings from JPY and JGBs. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No McDonald’s Can’t Even Sell Breakfast (Something’s VERY Wrong) 1156 1156 McDonald’s Can’t Even Sell Breakfast (Something’s VERY Wrong) full c124f3fa-592e-40d3-82f2-ad01cb8f24db https://share.transistor.fm/s/298ff3d7 I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!

Both McDonald's and Wendy's reported this past week that more Americans are skipping breakfast, not for some health fad but increasingly harsh economic circumstances. That view was further corroborated by the Fed which showed credit card usage fell again for the second straight time, a critical cyclical signal confirming the swing in the consumer economy. So, another Fed official tilts toward rate cuts. 

Eurodollar University's Money & Macro Analysis

Bloomberg Fast-Food Breakfast Sales Fade as Diners Eat at Home, Skip Meals
https://www.bloomberg.com/news/articles/2025-08-08/fast-food-breakfast-sales-fade-as-diners-eat-at-home-skip-meals

Reuters Fed's Musalem: There are risks now to both the inflation and jobs goals
https://www.reuters.com/business/feds-musalem-there-are-risks-now-both-inflation-jobs-goals-2025-08-08/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!

Both McDonald's and Wendy's reported this past week that more Americans are skipping breakfast, not for some health fad but increasingly harsh economic circumstances. That view was further corroborated by the Fed which showed credit card usage fell again for the second straight time, a critical cyclical signal confirming the swing in the consumer economy. So, another Fed official tilts toward rate cuts. 

Eurodollar University's Money & Macro Analysis

Bloomberg Fast-Food Breakfast Sales Fade as Diners Eat at Home, Skip Meals
https://www.bloomberg.com/news/articles/2025-08-08/fast-food-breakfast-sales-fade-as-diners-eat-at-home-skip-meals

Reuters Fed's Musalem: There are risks now to both the inflation and jobs goals
https://www.reuters.com/business/feds-musalem-there-are-risks-now-both-inflation-jobs-goals-2025-08-08/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> Mon, 11 Aug 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1047 I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!

Both McDonald's and Wendy's reported this past week that more Americans are skipping breakfast, not for some health fad but increasingly harsh economic circumstances. That view was further corroborated by the Fed which showed credit card usage fell again for the second straight time, a critical cyclical signal confirming the swing in the consumer economy. So, another Fed official tilts toward rate cuts. 

Eurodollar University's Money & Macro Analysis

Bloomberg Fast-Food Breakfast Sales Fade as Diners Eat at Home, Skip Meals
https://www.bloomberg.com/news/articles/2025-08-08/fast-food-breakfast-sales-fade-as-diners-eat-at-home-skip-meals

Reuters Fed's Musalem: There are risks now to both the inflation and jobs goals
https://www.reuters.com/business/feds-musalem-there-are-risks-now-both-inflation-jobs-goals-2025-08-08/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Goldman Sachs Just Issued Brutal Economic Warning 1155 1155 Goldman Sachs Just Issued Brutal Economic Warning full 41cc8da2-f4e0-4398-95e5-5495265395c9 https://share.transistor.fm/s/e8fa1ae6 With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/

The July jobs report has sparked an overdue reexamination of a bunch of "truths" everyone has simply take for granted: inflation is the biggest risk, bonds are being rejected because of debt, etc. Goldman Sachs finally decided to check that actual yield curve and was utterly shocked to find zero interest rates all over it. 

Eurodollar University's conversation w/Steve Van Metre

Bloomberg Goldman Sachs Says US Yield-Curve Shape Looks Like Zero-Rate Era
https://www.bloomberg.com/news/articles/2025-08-06/goldman-sachs-says-us-yield-curve-shape-looks-like-zero-rate-era

https://www.eurodollar.university
Twitter/X: https://x.com/JeffSnider_EDU

]]> With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/

The July jobs report has sparked an overdue reexamination of a bunch of "truths" everyone has simply take for granted: inflation is the biggest risk, bonds are being rejected because of debt, etc. Goldman Sachs finally decided to check that actual yield curve and was utterly shocked to find zero interest rates all over it. 

Eurodollar University's conversation w/Steve Van Metre

Bloomberg Goldman Sachs Says US Yield-Curve Shape Looks Like Zero-Rate Era
https://www.bloomberg.com/news/articles/2025-08-06/goldman-sachs-says-us-yield-curve-shape-looks-like-zero-rate-era

https://www.eurodollar.university
Twitter/X: https://x.com/JeffSnider_EDU

]]> Sun, 10 Aug 2025 11:26:20 -0400 Jeff Snider Jeff Snider 1162 With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/

The July jobs report has sparked an overdue reexamination of a bunch of "truths" everyone has simply take for granted: inflation is the biggest risk, bonds are being rejected because of debt, etc. Goldman Sachs finally decided to check that actual yield curve and was utterly shocked to find zero interest rates all over it. 

Eurodollar University's conversation w/Steve Van Metre

Bloomberg Goldman Sachs Says US Yield-Curve Shape Looks Like Zero-Rate Era
https://www.bloomberg.com/news/articles/2025-08-06/goldman-sachs-says-us-yield-curve-shape-looks-like-zero-rate-era

https://www.eurodollar.university
Twitter/X: https://x.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Bank of England Just Did Something No One Expected 1154 1154 The Bank of England Just Did Something No One Expected full c5250e1f-313d-4df1-9873-4d57878135cd https://share.transistor.fm/s/b37aabe6 I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!

This had never happened before, an unprecedented vote for the Bank of England's Monetary Policy Committee. Despite it, the Pringles can remains undeterred since this is what rate cutting cycles are. The destination remains the same and another drop in employment in the UK as well as France further proves it. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!

This had never happened before, an unprecedented vote for the Bank of England's Monetary Policy Committee. Despite it, the Pringles can remains undeterred since this is what rate cutting cycles are. The destination remains the same and another drop in employment in the UK as well as France further proves it. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> Fri, 08 Aug 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1210 I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!

This had never happened before, an unprecedented vote for the Bank of England's Monetary Policy Committee. Despite it, the Pringles can remains undeterred since this is what rate cutting cycles are. The destination remains the same and another drop in employment in the UK as well as France further proves it. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: The Fed Is About to Cut Rates by 50bps 1153 1153 BREAKING: The Fed Is About to Cut Rates by 50bps full 41dbeaf0-5925-4f6d-9930-96e8a78b4e76 https://share.transistor.fm/s/b0344d32 I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!

Everything continues to point directly toward much lower rates, including what is setting up to be a repeat of last summer. As Steve and I said a few days ago in the wake of the unambiguously bad jobs report, watch the market and the Fed speakers this week. It's been only two days and they're doing just what we thought they would, putting the FOMC back on the road swaps paved for a fifty in September. 

Eurodollar University's Money & Macro Analysis

Reuters Exclusive: Fed's Daly says time is nearing for rate cuts, may need more than two
https://www.reuters.com/business/feds-daly-says-time-is-nearing-rate-cuts-may-need-more-than-two-2025-08-04/

Dow Jones Kashkari leans toward rate cut as concerns about an economic slowdown grow at the Fed
https://www.morningstar.com/news/marketwatch/20250806162/kashkari-leans-toward-rate-cut-as-concerns-about-an-economic-slowdown-grow-at-the-fed

Bloomberg Fed’s Kashkari Says Rate Cut May Be Appropriate in Near Term
https://www.bloomberg.com/news/articles/2025-08-06/fed-s-kashkari-says-rate-cut-may-be-appropriate-in-near-term

Bloomberg Bets on Fed Rate Cuts Are Sweeping Through US Bond Market
https://www.bloomberg.com/news/articles/2025-08-05/bets-on-fed-rate-cuts-are-sweeping-through-the-us-bond-market

Bloomberg Trump Says He Will Decide on Fed Governor Before End of the Week
https://www.bloomberg.com/news/articles/2025-08-05/trump-says-he-will-decide-on-fed-governor-before-end-of-the-week

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!

Everything continues to point directly toward much lower rates, including what is setting up to be a repeat of last summer. As Steve and I said a few days ago in the wake of the unambiguously bad jobs report, watch the market and the Fed speakers this week. It's been only two days and they're doing just what we thought they would, putting the FOMC back on the road swaps paved for a fifty in September. 

Eurodollar University's Money & Macro Analysis

Reuters Exclusive: Fed's Daly says time is nearing for rate cuts, may need more than two
https://www.reuters.com/business/feds-daly-says-time-is-nearing-rate-cuts-may-need-more-than-two-2025-08-04/

Dow Jones Kashkari leans toward rate cut as concerns about an economic slowdown grow at the Fed
https://www.morningstar.com/news/marketwatch/20250806162/kashkari-leans-toward-rate-cut-as-concerns-about-an-economic-slowdown-grow-at-the-fed

Bloomberg Fed’s Kashkari Says Rate Cut May Be Appropriate in Near Term
https://www.bloomberg.com/news/articles/2025-08-06/fed-s-kashkari-says-rate-cut-may-be-appropriate-in-near-term

Bloomberg Bets on Fed Rate Cuts Are Sweeping Through US Bond Market
https://www.bloomberg.com/news/articles/2025-08-05/bets-on-fed-rate-cuts-are-sweeping-through-the-us-bond-market

Bloomberg Trump Says He Will Decide on Fed Governor Before End of the Week
https://www.bloomberg.com/news/articles/2025-08-05/trump-says-he-will-decide-on-fed-governor-before-end-of-the-week

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> Thu, 07 Aug 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1301 I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!

Everything continues to point directly toward much lower rates, including what is setting up to be a repeat of last summer. As Steve and I said a few days ago in the wake of the unambiguously bad jobs report, watch the market and the Fed speakers this week. It's been only two days and they're doing just what we thought they would, putting the FOMC back on the road swaps paved for a fifty in September. 

Eurodollar University's Money & Macro Analysis

Reuters Exclusive: Fed's Daly says time is nearing for rate cuts, may need more than two
https://www.reuters.com/business/feds-daly-says-time-is-nearing-rate-cuts-may-need-more-than-two-2025-08-04/

Dow Jones Kashkari leans toward rate cut as concerns about an economic slowdown grow at the Fed
https://www.morningstar.com/news/marketwatch/20250806162/kashkari-leans-toward-rate-cut-as-concerns-about-an-economic-slowdown-grow-at-the-fed

Bloomberg Fed’s Kashkari Says Rate Cut May Be Appropriate in Near Term
https://www.bloomberg.com/news/articles/2025-08-06/fed-s-kashkari-says-rate-cut-may-be-appropriate-in-near-term

Bloomberg Bets on Fed Rate Cuts Are Sweeping Through US Bond Market
https://www.bloomberg.com/news/articles/2025-08-05/bets-on-fed-rate-cuts-are-sweeping-through-the-us-bond-market

Bloomberg Trump Says He Will Decide on Fed Governor Before End of the Week
https://www.bloomberg.com/news/articles/2025-08-05/trump-says-he-will-decide-on-fed-governor-before-end-of-the-week

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank. 

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal.  Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat risks.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Student Loan Crisis Could Be the Tipping Point for the Economy 1152 1152 This Student Loan Crisis Could Be the Tipping Point for the Economy full 7ea4ae4f-9b12-4206-8aec-161000c49ad9 https://share.transistor.fm/s/2cb61fe2 The Federal Reserve reported a record increase in student loan delinquencies to go with high rates of souring household loans in credit cards and auto lending. The distress is another confirmation of macro deterioration starting with jobs and incomes. And that's just what the latest major economic release on US services showed today -- another alarming drop for employment. 

Eurodollar University's Money & Macro Analysis

*****
EDU's One Big Weekly Thing
https://eurodollaruniversity.substack.com/
*****

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Federal Reserve reported a record increase in student loan delinquencies to go with high rates of souring household loans in credit cards and auto lending. The distress is another confirmation of macro deterioration starting with jobs and incomes. And that's just what the latest major economic release on US services showed today -- another alarming drop for employment. 

Eurodollar University's Money & Macro Analysis

*****
EDU's One Big Weekly Thing
https://eurodollaruniversity.substack.com/
*****

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 06 Aug 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1209 The Federal Reserve reported a record increase in student loan delinquencies to go with high rates of souring household loans in credit cards and auto lending. The distress is another confirmation of macro deterioration starting with jobs and incomes. And that's just what the latest major economic release on US services showed today -- another alarming drop for employment. 

Eurodollar University's Money & Macro Analysis

*****
EDU's One Big Weekly Thing
https://eurodollaruniversity.substack.com/
*****

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Interest Rates Just Made a Crisis-Level Move 1151 1151 BREAKING: Interest Rates Just Made a Crisis-Level Move full f3e695f3-80ab-4a6e-ad40-e85f3fd5699f https://share.transistor.fm/s/bcd754c1 Huge moves at the front part of the interest rate curve. Bills did something we haven't seen since April. Meanwhile, forward rates reacted to Friday's payroll numbers with crisis-level hedging and then held those prices today. Why? Simple: payrolls were the last of it. 

Eurodollar University's Money & Macro Analysis

*****
With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/
*****

Bloomberg Job Market Healthy Despite ‘Disappointing’ Report, Fed’s Hammack Says
https://www.bloomberg.com/news/articles/2025-08-01/fed-s-hammack-says-job-market-healthy-despite-disappointing-data

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Huge moves at the front part of the interest rate curve. Bills did something we haven't seen since April. Meanwhile, forward rates reacted to Friday's payroll numbers with crisis-level hedging and then held those prices today. Why? Simple: payrolls were the last of it. 

Eurodollar University's Money & Macro Analysis

*****
With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/
*****

Bloomberg Job Market Healthy Despite ‘Disappointing’ Report, Fed’s Hammack Says
https://www.bloomberg.com/news/articles/2025-08-01/fed-s-hammack-says-job-market-healthy-despite-disappointing-data

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 05 Aug 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1266 Huge moves at the front part of the interest rate curve. Bills did something we haven't seen since April. Meanwhile, forward rates reacted to Friday's payroll numbers with crisis-level hedging and then held those prices today. Why? Simple: payrolls were the last of it. 

Eurodollar University's Money & Macro Analysis

*****
With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/
*****

Bloomberg Job Market Healthy Despite ‘Disappointing’ Report, Fed’s Hammack Says
https://www.bloomberg.com/news/articles/2025-08-01/fed-s-hammack-says-job-market-healthy-despite-disappointing-data

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Copper-to-Gold Ratio Just Sent a HISTORIC Warning (This Is Bad) 1150 1150 Copper-to-Gold Ratio Just Sent a HISTORIC Warning (This Is Bad) full 73a108e3-fd45-416b-b703-9aeb8076f980 https://share.transistor.fm/s/944427cb With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/

After a crazy week with everything else going on, copper's historic plunge almost flew under everyone's radar. But now with copper prices getting beyond tariff distortions, settling back in to the fundamentals revealed a shocking development - one that absolutely fits with everything else for the week, especially the payroll disaster. 

Eurodollar University's weekly conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/

After a crazy week with everything else going on, copper's historic plunge almost flew under everyone's radar. But now with copper prices getting beyond tariff distortions, settling back in to the fundamentals revealed a shocking development - one that absolutely fits with everything else for the week, especially the payroll disaster. 

Eurodollar University's weekly conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 04 Aug 2025 00:35:19 -0400 Jeff Snider Jeff Snider 1238 With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/

After a crazy week with everything else going on, copper's historic plunge almost flew under everyone's radar. But now with copper prices getting beyond tariff distortions, settling back in to the fundamentals revealed a shocking development - one that absolutely fits with everything else for the week, especially the payroll disaster. 

Eurodollar University's weekly conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Dollar is SURGING Higher (And That’s a Problem for Everyone Else) 1149 1149 The Dollar is SURGING Higher (And That’s a Problem for Everyone Else) full c8d2628d-e40b-41e9-86ba-38f797206b22 https://share.transistor.fm/s/6799e546 *****
To sign up and get started with GlintPay, go to glintpay.com and make sure to use the code SNIDER.
*****

The dollar is surging again. And while it's primary the euro taking the other side, just as importantly, if not more importantly, currencies like the rupee are tanking worse. INR hit another record low and that along with the euro's sharp reverse is a canary singing in the eurodollar coalmine...perhaps gasping. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> *****
To sign up and get started with GlintPay, go to glintpay.com and make sure to use the code SNIDER.
*****

The dollar is surging again. And while it's primary the euro taking the other side, just as importantly, if not more importantly, currencies like the rupee are tanking worse. INR hit another record low and that along with the euro's sharp reverse is a canary singing in the eurodollar coalmine...perhaps gasping. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sat, 02 Aug 2025 11:49:37 -0400 Jeff Snider Jeff Snider 950 *****
To sign up and get started with GlintPay, go to glintpay.com and make sure to use the code SNIDER.
*****

The dollar is surging again. And while it's primary the euro taking the other side, just as importantly, if not more importantly, currencies like the rupee are tanking worse. INR hit another record low and that along with the euro's sharp reverse is a canary singing in the eurodollar coalmine...perhaps gasping. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No New Jobs Data Reveals Why Home Prices Are PLUNGING 1148 1148 New Jobs Data Reveals Why Home Prices Are PLUNGING full b92be624-7dd9-4dfd-b1d6-8e75ea104972 https://share.transistor.fm/s/c99f5181 With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/

******
Eurodollar University's One Big Thing Weekly
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

Housing prices slid even farther in May, echoing previous data which has shown material weakness all across US real estate markets. The source of this downturn in housing isn't interest rates whatsoever. The rest of the days data showed instead where this is really coming from, starting with some truly grim results where it counts the most: hiring. 

Eurodollar University's Money & Macro Analysis

Bloomberg US Housing Market Posts Worst Spring Selling Season in 13 Years
https://www.bloomberg.com/news/articles/2025-07-28/us-real-estate-market-high-prices-mortgage-rates-hamper-spring-home-selling

Bloomberg US Job Openings Fall to 7.44 Million After Back-to-Back Jumps
https://www.bloomberg.com/news/articles/2025-07-29/us-job-openings-fall-to-7-44-million-after-back-to-back-jumps

Bloomberg Even Top Earners Are Falling Behind on Credit Card and Car Payments
https://www.bloomberg.com/news/articles/2025-07-29/credit-cards-car-loans-see-defaults-from-high-earners-in-hit-to-economy

Conference Board Consumer Confidence July 2025
https://www.conference-board.org/topics/consumer-confidence/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/

******
Eurodollar University's One Big Thing Weekly
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

Housing prices slid even farther in May, echoing previous data which has shown material weakness all across US real estate markets. The source of this downturn in housing isn't interest rates whatsoever. The rest of the days data showed instead where this is really coming from, starting with some truly grim results where it counts the most: hiring. 

Eurodollar University's Money & Macro Analysis

Bloomberg US Housing Market Posts Worst Spring Selling Season in 13 Years
https://www.bloomberg.com/news/articles/2025-07-28/us-real-estate-market-high-prices-mortgage-rates-hamper-spring-home-selling

Bloomberg US Job Openings Fall to 7.44 Million After Back-to-Back Jumps
https://www.bloomberg.com/news/articles/2025-07-29/us-job-openings-fall-to-7-44-million-after-back-to-back-jumps

Bloomberg Even Top Earners Are Falling Behind on Credit Card and Car Payments
https://www.bloomberg.com/news/articles/2025-07-29/credit-cards-car-loans-see-defaults-from-high-earners-in-hit-to-economy

Conference Board Consumer Confidence July 2025
https://www.conference-board.org/topics/consumer-confidence/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 30 Jul 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1190 With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here  http://www.monetary-metals.com/Snider/

******
Eurodollar University's One Big Thing Weekly
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

Housing prices slid even farther in May, echoing previous data which has shown material weakness all across US real estate markets. The source of this downturn in housing isn't interest rates whatsoever. The rest of the days data showed instead where this is really coming from, starting with some truly grim results where it counts the most: hiring. 

Eurodollar University's Money & Macro Analysis

Bloomberg US Housing Market Posts Worst Spring Selling Season in 13 Years
https://www.bloomberg.com/news/articles/2025-07-28/us-real-estate-market-high-prices-mortgage-rates-hamper-spring-home-selling

Bloomberg US Job Openings Fall to 7.44 Million After Back-to-Back Jumps
https://www.bloomberg.com/news/articles/2025-07-29/us-job-openings-fall-to-7-44-million-after-back-to-back-jumps

Bloomberg Even Top Earners Are Falling Behind on Credit Card and Car Payments
https://www.bloomberg.com/news/articles/2025-07-29/credit-cards-car-loans-see-defaults-from-high-earners-in-hit-to-economy

Conference Board Consumer Confidence July 2025
https://www.conference-board.org/topics/consumer-confidence/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The World Isn't Prepared for What Just Happened to Oil 1147 1147 The World Isn't Prepared for What Just Happened to Oil full 0efed11a-34f9-4e1d-8a0b-bf193a888dec https://share.transistor.fm/s/83eadb39 The supply glut was never canceled. Almost everyone and every part of the oil market remains convinced it is happening, the potential weighing on prices and movements even if occasionally geopolitics gains control over short run periods. Important macro updates from Ireland to India further prove why the glut isn't being led by global supply. And if it wasn't enough sharp declines in US usage help clear it up even more. 

Eurodollar University's Money & Macro Analysis

******
Eurodollar University's One Big Thing Weekly
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

Total Energies Q2 Report
https://totalenergies.com/system/files/documents/totalenergies_2Q25-results-press-release_2025_en.pdf

Bloomberg Oil Caught Between a $70 Summer and Growing Surplus Fears
https://www.bloomberg.com/news/articles/2025-07-27/oil-prices-caught-between-a-70-summer-and-growing-surplus-fears

Bloomberg Ireland’s Economy Just Shrank for the First Time Since 2023
https://www.bloomberg.com/news/articles/2025-07-28/ireland-s-economy-just-shrank-for-the-first-time-since-2023

Bloomberg India Warns of Trade Risks Amid Trump Tariffs, Global Slowdown
https://www.bloomberg.com/news/articles/2025-07-28/india-warns-of-trade-risks-amid-trump-tariffs-global-slowdown

Reuters China's industrial profits fall further in June
https://www.reuters.com/world/china/chinas-industrial-profits-fall-further-june-2025-07-27/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The supply glut was never canceled. Almost everyone and every part of the oil market remains convinced it is happening, the potential weighing on prices and movements even if occasionally geopolitics gains control over short run periods. Important macro updates from Ireland to India further prove why the glut isn't being led by global supply. And if it wasn't enough sharp declines in US usage help clear it up even more. 

Eurodollar University's Money & Macro Analysis

******
Eurodollar University's One Big Thing Weekly
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

Total Energies Q2 Report
https://totalenergies.com/system/files/documents/totalenergies_2Q25-results-press-release_2025_en.pdf

Bloomberg Oil Caught Between a $70 Summer and Growing Surplus Fears
https://www.bloomberg.com/news/articles/2025-07-27/oil-prices-caught-between-a-70-summer-and-growing-surplus-fears

Bloomberg Ireland’s Economy Just Shrank for the First Time Since 2023
https://www.bloomberg.com/news/articles/2025-07-28/ireland-s-economy-just-shrank-for-the-first-time-since-2023

Bloomberg India Warns of Trade Risks Amid Trump Tariffs, Global Slowdown
https://www.bloomberg.com/news/articles/2025-07-28/india-warns-of-trade-risks-amid-trump-tariffs-global-slowdown

Reuters China's industrial profits fall further in June
https://www.reuters.com/world/china/chinas-industrial-profits-fall-further-june-2025-07-27/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 29 Jul 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1147 The supply glut was never canceled. Almost everyone and every part of the oil market remains convinced it is happening, the potential weighing on prices and movements even if occasionally geopolitics gains control over short run periods. Important macro updates from Ireland to India further prove why the glut isn't being led by global supply. And if it wasn't enough sharp declines in US usage help clear it up even more. 

Eurodollar University's Money & Macro Analysis

******
Eurodollar University's One Big Thing Weekly
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

Total Energies Q2 Report
https://totalenergies.com/system/files/documents/totalenergies_2Q25-results-press-release_2025_en.pdf

Bloomberg Oil Caught Between a $70 Summer and Growing Surplus Fears
https://www.bloomberg.com/news/articles/2025-07-27/oil-prices-caught-between-a-70-summer-and-growing-surplus-fears

Bloomberg Ireland’s Economy Just Shrank for the First Time Since 2023
https://www.bloomberg.com/news/articles/2025-07-28/ireland-s-economy-just-shrank-for-the-first-time-since-2023

Bloomberg India Warns of Trade Risks Amid Trump Tariffs, Global Slowdown
https://www.bloomberg.com/news/articles/2025-07-28/india-warns-of-trade-risks-amid-trump-tariffs-global-slowdown

Reuters China's industrial profits fall further in June
https://www.reuters.com/world/china/chinas-industrial-profits-fall-further-june-2025-07-27/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Something Weird Is Happening in Japan’s Bond Market 1146 1146 Something Weird Is Happening in Japan’s Bond Market full 05caaa93-c238-4757-a643-356f7508c434 https://share.transistor.fm/s/8b38595b The JGB curve isn't behaving the way it "should", nor is that behavior universal to the entire curve. Not only that, similar patterns are playing out in US$ forward markets like term SOFR futures. Each of these curves are pricing therefore predicting the same general set of future outcomes, and, wildly enough, enormous difficulties in figuring out how and when to get there because of the same reason. 

Eurodollar University's conversation w/Steve Van Metre

********
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
********

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The JGB curve isn't behaving the way it "should", nor is that behavior universal to the entire curve. Not only that, similar patterns are playing out in US$ forward markets like term SOFR futures. Each of these curves are pricing therefore predicting the same general set of future outcomes, and, wildly enough, enormous difficulties in figuring out how and when to get there because of the same reason. 

Eurodollar University's conversation w/Steve Van Metre

********
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
********

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]]> Mon, 28 Jul 2025 14:03:45 -0400 Jeff Snider Jeff Snider 1260 The JGB curve isn't behaving the way it "should", nor is that behavior universal to the entire curve. Not only that, similar patterns are playing out in US$ forward markets like term SOFR futures. Each of these curves are pricing therefore predicting the same general set of future outcomes, and, wildly enough, enormous difficulties in figuring out how and when to get there because of the same reason. 

Eurodollar University's conversation w/Steve Van Metre

********
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
********

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Is What Actually Happens After a Recession Starts 1145 1145 This Is What Actually Happens After a Recession Starts full 117e3daf-7b84-4088-a15c-630a3ef81ece https://share.transistor.fm/s/577c7459 Assuming the economy continues its downturn as all the major markets are pricing, what would that look like and what should we be looking for? That leads into the question of how deflationary money becomes a deflationary or depression economy in the first place. That means we need to examine economic mechanisms. 

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]]> Assuming the economy continues its downturn as all the major markets are pricing, what would that look like and what should we be looking for? That leads into the question of how deflationary money becomes a deflationary or depression economy in the first place. That means we need to examine economic mechanisms. 

Eurodollar University's Make It Make Sense

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Eurodollar University's One Big Thing Weekly
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
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https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 27 Jul 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1189 Assuming the economy continues its downturn as all the major markets are pricing, what would that look like and what should we be looking for? That leads into the question of how deflationary money becomes a deflationary or depression economy in the first place. That means we need to examine economic mechanisms. 

Eurodollar University's Make It Make Sense

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Eurodollar University's One Big Thing Weekly
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe What Just Hit the Florida Housing Market 1144 1144 You Won’t Believe What Just Hit the Florida Housing Market full c696ec12-1ef9-48b9-9f32-77ebd150bb7c https://share.transistor.fm/s/cff93abc June housing data is in...and it is looking worse for real estate in the US. The Florida market is leading the way. Everyone is blaming "historically high rates" for the growing bust. Not only is that demonstrably false, the real reason has broad implications for interest rates and a lot more.  

Eurodollar University's Money & Macro Analysis

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If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
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Eurodollar University's Anniversary Sale
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NAR Existing-Home Sales Report Shows 2.7% Decrease in June
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-2-7-decrease-in-june

Newsweek Map Shows Where Florida House Prices Are Dropping Fastest
https://www.newsweek.com/map-where-florida-house-prices-dropping-fastest-2099013

Newsweek Florida Housing Market Doing Something 'Unusual' in Multiple Cities
https://www.newsweek.com/florida-housing-market-doing-something-unusual-multiple-cities-2094174

WUSF 'Nothing's falling off the cliff': A look into Florida's real estate market, slowdown of home sales
https://www.wusf.org/the-florida-roundup/2025-06-16/a-look-into-florida-real-estate-market

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> June housing data is in...and it is looking worse for real estate in the US. The Florida market is leading the way. Everyone is blaming "historically high rates" for the growing bust. Not only is that demonstrably false, the real reason has broad implications for interest rates and a lot more.  

Eurodollar University's Money & Macro Analysis

******
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
******

******
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

NAR Existing-Home Sales Report Shows 2.7% Decrease in June
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-2-7-decrease-in-june

Newsweek Map Shows Where Florida House Prices Are Dropping Fastest
https://www.newsweek.com/map-where-florida-house-prices-dropping-fastest-2099013

Newsweek Florida Housing Market Doing Something 'Unusual' in Multiple Cities
https://www.newsweek.com/florida-housing-market-doing-something-unusual-multiple-cities-2094174

WUSF 'Nothing's falling off the cliff': A look into Florida's real estate market, slowdown of home sales
https://www.wusf.org/the-florida-roundup/2025-06-16/a-look-into-florida-real-estate-market

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 25 Jul 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1287 June housing data is in...and it is looking worse for real estate in the US. The Florida market is leading the way. Everyone is blaming "historically high rates" for the growing bust. Not only is that demonstrably false, the real reason has broad implications for interest rates and a lot more.  

Eurodollar University's Money & Macro Analysis

******
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
******

******
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

NAR Existing-Home Sales Report Shows 2.7% Decrease in June
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-2-7-decrease-in-june

Newsweek Map Shows Where Florida House Prices Are Dropping Fastest
https://www.newsweek.com/map-where-florida-house-prices-dropping-fastest-2099013

Newsweek Florida Housing Market Doing Something 'Unusual' in Multiple Cities
https://www.newsweek.com/florida-housing-market-doing-something-unusual-multiple-cities-2094174

WUSF 'Nothing's falling off the cliff': A look into Florida's real estate market, slowdown of home sales
https://www.wusf.org/the-florida-roundup/2025-06-16/a-look-into-florida-real-estate-market

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No European Banks Are Preparing For “Worst Case Scenario” (Here’s What You Must Know) 1143 1143 European Banks Are Preparing For “Worst Case Scenario” (Here’s What You Must Know) full 0d185772-d985-4171-b34f-33009a4e06df https://share.transistor.fm/s/a98c285f The ECB's latest Bank Lending Survey (BLS) adds more evidence to the behavior we've already been chronicling from among Europe's and the world's financial institutions. They are increasingly negative on especially consumers. We know what that means, too: jobs. 

Eurodollar University's Money & Macro Analysis

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https://eurodollaruniversity.substack.com/

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ECB Second Quarter 2025 Bank Lending Survey https://www.ecb.europa.eu/press/pr/date/2025/html/ecb.pr250722~17414c3656.en.html

World Bank Global Economy Set for Weakest Run Since 2008 Outside of Recessions
https://www.worldbank.org/en/news/press-release/2025/06/10/global-economic-prospects-june-2025-press-release

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The ECB's latest Bank Lending Survey (BLS) adds more evidence to the behavior we've already been chronicling from among Europe's and the world's financial institutions. They are increasingly negative on especially consumers. We know what that means, too: jobs. 

Eurodollar University's Money & Macro Analysis

******
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

ECB Second Quarter 2025 Bank Lending Survey https://www.ecb.europa.eu/press/pr/date/2025/html/ecb.pr250722~17414c3656.en.html

World Bank Global Economy Set for Weakest Run Since 2008 Outside of Recessions
https://www.worldbank.org/en/news/press-release/2025/06/10/global-economic-prospects-june-2025-press-release

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 24 Jul 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1338 The ECB's latest Bank Lending Survey (BLS) adds more evidence to the behavior we've already been chronicling from among Europe's and the world's financial institutions. They are increasingly negative on especially consumers. We know what that means, too: jobs. 

Eurodollar University's Money & Macro Analysis

******
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

ECB Second Quarter 2025 Bank Lending Survey https://www.ecb.europa.eu/press/pr/date/2025/html/ecb.pr250722~17414c3656.en.html

World Bank Global Economy Set for Weakest Run Since 2008 Outside of Recessions
https://www.worldbank.org/en/news/press-release/2025/06/10/global-economic-prospects-june-2025-press-release

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No EMERGENCY ALERT: Hong Kong Banks Just Shocked The World 1142 1142 EMERGENCY ALERT: Hong Kong Banks Just Shocked The World full f0d017d4-f892-4ee9-9f5b-3dd0169357c0 https://share.transistor.fm/s/dd094621 There are reports HK bankers are already informally discussing how to structure a "bad bank." Earlier today, other reports said monetary authorities in Hong Kong were circulating the "crisis letter." The situation has taken a turn for the serious, a warning to the rest of the world because what HK is trying desperately to come to grips with is the same major problem as everyone else has, where the bubbles and now busts came from in the first place. 

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HKMA's "Crisis Letter"
https://www.hkma.gov.hk/media/eng/publication-and-research/reference-materials/banking/fa03.pdf

Bloomberg Hong Kong Regulators Revive Crisis Playbook to Rescue Landlords
https://www.bloomberg.com/news/newsletters/2025-07-22/hong-kong-regulators-revive-crisis-playbook-to-rescue-landlords

Bloomberg Hong Kong’s $25 Billion Pile of Soured Debt Spurs Talks to Form ‘Bad Bank’
https://www.bloomberg.com/news/articles/2025-07-16/hong-kong-s-25-billion-debt-woe-sparks-talks-on-bad-bank

Fitch Lower HIBOR May Not Fully Address Hong Kong Banks’ Asset Quality Pressure
https://www.fitchratings.com/research/banks/lower-hibor-may-not-fully-address-hong-kong-banks-asset-quality-pressure-19-05-2025

HIBOR rates
https://www.hkab.org.hk/en/rates/hibor

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> There are reports HK bankers are already informally discussing how to structure a "bad bank." Earlier today, other reports said monetary authorities in Hong Kong were circulating the "crisis letter." The situation has taken a turn for the serious, a warning to the rest of the world because what HK is trying desperately to come to grips with is the same major problem as everyone else has, where the bubbles and now busts came from in the first place. 

Eurodollar University's Money & Macro Analysis

******
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

HKMA's "Crisis Letter"
https://www.hkma.gov.hk/media/eng/publication-and-research/reference-materials/banking/fa03.pdf

Bloomberg Hong Kong Regulators Revive Crisis Playbook to Rescue Landlords
https://www.bloomberg.com/news/newsletters/2025-07-22/hong-kong-regulators-revive-crisis-playbook-to-rescue-landlords

Bloomberg Hong Kong’s $25 Billion Pile of Soured Debt Spurs Talks to Form ‘Bad Bank’
https://www.bloomberg.com/news/articles/2025-07-16/hong-kong-s-25-billion-debt-woe-sparks-talks-on-bad-bank

Fitch Lower HIBOR May Not Fully Address Hong Kong Banks’ Asset Quality Pressure
https://www.fitchratings.com/research/banks/lower-hibor-may-not-fully-address-hong-kong-banks-asset-quality-pressure-19-05-2025

HIBOR rates
https://www.hkab.org.hk/en/rates/hibor

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 23 Jul 2025 09:09:40 -0400 Jeff Snider Jeff Snider 1293 There are reports HK bankers are already informally discussing how to structure a "bad bank." Earlier today, other reports said monetary authorities in Hong Kong were circulating the "crisis letter." The situation has taken a turn for the serious, a warning to the rest of the world because what HK is trying desperately to come to grips with is the same major problem as everyone else has, where the bubbles and now busts came from in the first place. 

Eurodollar University's Money & Macro Analysis

******
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

HKMA's "Crisis Letter"
https://www.hkma.gov.hk/media/eng/publication-and-research/reference-materials/banking/fa03.pdf

Bloomberg Hong Kong Regulators Revive Crisis Playbook to Rescue Landlords
https://www.bloomberg.com/news/newsletters/2025-07-22/hong-kong-regulators-revive-crisis-playbook-to-rescue-landlords

Bloomberg Hong Kong’s $25 Billion Pile of Soured Debt Spurs Talks to Form ‘Bad Bank’
https://www.bloomberg.com/news/articles/2025-07-16/hong-kong-s-25-billion-debt-woe-sparks-talks-on-bad-bank

Fitch Lower HIBOR May Not Fully Address Hong Kong Banks’ Asset Quality Pressure
https://www.fitchratings.com/research/banks/lower-hibor-may-not-fully-address-hong-kong-banks-asset-quality-pressure-19-05-2025

HIBOR rates
https://www.hkab.org.hk/en/rates/hibor

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No LA Port Issues DIRE Warning Of Economic Collapse 1141 1141 LA Port Issues DIRE Warning Of Economic Collapse full 9905ee08-dfb2-4bdd-b6b7-a64f9661af89 https://share.transistor.fm/s/0b81569c Payback is finally here? The implications of the latest report on trade suggest we're finally moving far enough away from all the recent distortions to gain a better sense of whether this really is the "main event." One of those warns trade volumes might crash from here. Plus, another critical forward-leaning measure just flashed a recession signal. All of which consistent with market positions. 

Eurodollar University's Money & Macro Analysis

******
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
******

******
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Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

Bloomberg US Container Volumes Set for Sharp Reversal on Tariff Disruption
https://www.bloomberg.com/news/articles/2025-07-21/us-container-volumes-set-for-sharp-reversal-on-tariff-disruption

CNBC Port of Los Angeles sees record container traffic as shippers race to beat Trump’s tariff deadlines
https://www.cnbc.com/2025/07/14/port-of-los-angeles-record-container-traffic-trade-war-shipping-tariffs.html

CNBC In middle of Trump’s trade war, importers hold more cash and move inventory off the books
https://www.cnbc.com/2025/07/14/trump-trade-war-tariffs-supply-chain-inventory-cash.html

CNBC Online shopping sees biggest slowdown in over decade as tariffs disrupt e-commerce: Survey
https://www.cnbc.com/2025/07/01/online-retail-sees-biggest-slowdown-in-decade-tariffs-hit-e-commerce.html

Bloomberg Bessent Says Fed ‘A Little Off,’ Flags Signal From Two-Year Rate
https://www.bloomberg.com/news/articles/2025-07-03/bessent-says-fed-a-little-off-flags-signal-from-two-year-rate

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Payback is finally here? The implications of the latest report on trade suggest we're finally moving far enough away from all the recent distortions to gain a better sense of whether this really is the "main event." One of those warns trade volumes might crash from here. Plus, another critical forward-leaning measure just flashed a recession signal. All of which consistent with market positions. 

Eurodollar University's Money & Macro Analysis

******
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
******

******
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

Bloomberg US Container Volumes Set for Sharp Reversal on Tariff Disruption
https://www.bloomberg.com/news/articles/2025-07-21/us-container-volumes-set-for-sharp-reversal-on-tariff-disruption

CNBC Port of Los Angeles sees record container traffic as shippers race to beat Trump’s tariff deadlines
https://www.cnbc.com/2025/07/14/port-of-los-angeles-record-container-traffic-trade-war-shipping-tariffs.html

CNBC In middle of Trump’s trade war, importers hold more cash and move inventory off the books
https://www.cnbc.com/2025/07/14/trump-trade-war-tariffs-supply-chain-inventory-cash.html

CNBC Online shopping sees biggest slowdown in over decade as tariffs disrupt e-commerce: Survey
https://www.cnbc.com/2025/07/01/online-retail-sees-biggest-slowdown-in-decade-tariffs-hit-e-commerce.html

Bloomberg Bessent Says Fed ‘A Little Off,’ Flags Signal From Two-Year Rate
https://www.bloomberg.com/news/articles/2025-07-03/bessent-says-fed-a-little-off-flags-signal-from-two-year-rate

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 22 Jul 2025 13:55:22 -0400 Jeff Snider Jeff Snider 1333 Payback is finally here? The implications of the latest report on trade suggest we're finally moving far enough away from all the recent distortions to gain a better sense of whether this really is the "main event." One of those warns trade volumes might crash from here. Plus, another critical forward-leaning measure just flashed a recession signal. All of which consistent with market positions. 

Eurodollar University's Money & Macro Analysis

******
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
******

******
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

Bloomberg US Container Volumes Set for Sharp Reversal on Tariff Disruption
https://www.bloomberg.com/news/articles/2025-07-21/us-container-volumes-set-for-sharp-reversal-on-tariff-disruption

CNBC Port of Los Angeles sees record container traffic as shippers race to beat Trump’s tariff deadlines
https://www.cnbc.com/2025/07/14/port-of-los-angeles-record-container-traffic-trade-war-shipping-tariffs.html

CNBC In middle of Trump’s trade war, importers hold more cash and move inventory off the books
https://www.cnbc.com/2025/07/14/trump-trade-war-tariffs-supply-chain-inventory-cash.html

CNBC Online shopping sees biggest slowdown in over decade as tariffs disrupt e-commerce: Survey
https://www.cnbc.com/2025/07/01/online-retail-sees-biggest-slowdown-in-decade-tariffs-hit-e-commerce.html

Bloomberg Bessent Says Fed ‘A Little Off,’ Flags Signal From Two-Year Rate
https://www.bloomberg.com/news/articles/2025-07-03/bessent-says-fed-a-little-off-flags-signal-from-two-year-rate

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Moody’s Report Exposes at a Massive Wave of Corporate Collapses 1140 1140 Moody’s Report Exposes at a Massive Wave of Corporate Collapses full 860e25d6-1ac3-429c-9681-0fb8318ba91e https://share.transistor.fm/s/958d70c7 Moody's latest report on credit market dynamics showed a significant increase in the number of distressed borrowers, primarily those relating to private equity. In addition, bank stats show that while everyone else has forgotten about commercial real estate and its underlying bust, domestic banks have not and have been quietly yet persistently reducing their exposures to it. Participants in both sectors are following the same rule of thumb: avoid defaults at all costs. 

Eurodollar University's conversation w/Steve Van Metre 

******
EDU Memberships Anniversary Sale
https://www.eurodollar.university/sale
******

Bloomberg Fed’s Waller Hints at July Dissent as He Makes Case for Rate Cut
https://www.bloomberg.com/news/articles/2025-07-18/fed-s-waller-says-private-sector-job-worries-drive-rate-cut-call

Bloomberg Waller Says Fed Should Cut Rates Now With Labor Market on Edge
https://www.bloomberg.com/news/articles/2025-07-17/waller-says-fed-should-cut-rates-now-with-labor-market-on-edge

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Moody's latest report on credit market dynamics showed a significant increase in the number of distressed borrowers, primarily those relating to private equity. In addition, bank stats show that while everyone else has forgotten about commercial real estate and its underlying bust, domestic banks have not and have been quietly yet persistently reducing their exposures to it. Participants in both sectors are following the same rule of thumb: avoid defaults at all costs. 

Eurodollar University's conversation w/Steve Van Metre 

******
EDU Memberships Anniversary Sale
https://www.eurodollar.university/sale
******

Bloomberg Fed’s Waller Hints at July Dissent as He Makes Case for Rate Cut
https://www.bloomberg.com/news/articles/2025-07-18/fed-s-waller-says-private-sector-job-worries-drive-rate-cut-call

Bloomberg Waller Says Fed Should Cut Rates Now With Labor Market on Edge
https://www.bloomberg.com/news/articles/2025-07-17/waller-says-fed-should-cut-rates-now-with-labor-market-on-edge

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 21 Jul 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1151 Moody's latest report on credit market dynamics showed a significant increase in the number of distressed borrowers, primarily those relating to private equity. In addition, bank stats show that while everyone else has forgotten about commercial real estate and its underlying bust, domestic banks have not and have been quietly yet persistently reducing their exposures to it. Participants in both sectors are following the same rule of thumb: avoid defaults at all costs. 

Eurodollar University's conversation w/Steve Van Metre 

******
EDU Memberships Anniversary Sale
https://www.eurodollar.university/sale
******

Bloomberg Fed’s Waller Hints at July Dissent as He Makes Case for Rate Cut
https://www.bloomberg.com/news/articles/2025-07-18/fed-s-waller-says-private-sector-job-worries-drive-rate-cut-call

Bloomberg Waller Says Fed Should Cut Rates Now With Labor Market on Edge
https://www.bloomberg.com/news/articles/2025-07-17/waller-says-fed-should-cut-rates-now-with-labor-market-on-edge

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We Haven’t Seen a Divergence Like This Since the Financial Crisis 1139 1139 We Haven’t Seen a Divergence Like This Since the Financial Crisis full c0c4544d-bb91-4d8a-8cf1-c21bb5da6fb0 https://share.transistor.fm/s/c129741d Two major markets, two VERY different conclusions and outlooks. The diverging views and prices revolve around what really happened in April. Was it a one-off overreaction to tariffs? Or was the deflation confirmation of more than just potential volatility? Both markets are doubling and tripling down on their separate views, each reaching record or near-record levels for them. 

Eurodollar University's Money & Macro Analysis

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If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
******

******
Eurodollar University's Anniversary Sale
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******
Eurodollar University July 10 Webinar Replay
https://event.webinarjam.com/go/replay/29/3y5kpclzi20tz1t5
******

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Two major markets, two VERY different conclusions and outlooks. The diverging views and prices revolve around what really happened in April. Was it a one-off overreaction to tariffs? Or was the deflation confirmation of more than just potential volatility? Both markets are doubling and tripling down on their separate views, each reaching record or near-record levels for them. 

Eurodollar University's Money & Macro Analysis

******
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
******

******
Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

******
Eurodollar University July 10 Webinar Replay
https://event.webinarjam.com/go/replay/29/3y5kpclzi20tz1t5
******

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 20 Jul 2025 07:46:03 -0400 Jeff Snider Jeff Snider 1119 Two major markets, two VERY different conclusions and outlooks. The diverging views and prices revolve around what really happened in April. Was it a one-off overreaction to tariffs? Or was the deflation confirmation of more than just potential volatility? Both markets are doubling and tripling down on their separate views, each reaching record or near-record levels for them. 

Eurodollar University's Money & Macro Analysis

******
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
******

******
Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

******
Eurodollar University July 10 Webinar Replay
https://event.webinarjam.com/go/replay/29/3y5kpclzi20tz1t5
******

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Australian Central Bank Just Sent a MASSIVE Warning to the World 1138 1138 Australian Central Bank Just Sent a MASSIVE Warning to the World full 081af588-0bf3-4202-b5b5-f69012550b06 https://share.transistor.fm/s/2d3eb89e Only a week after the Reserve Bank of Australia decided to pause its rate cutting series, the Australian government reported a rash of exceptionally weak labor data, including the highest unemployment rate for the country in four years. RBA wasn't alone; the Bank of England is finding out the same in the same hard way. Central bank rate cut pauses aren't unusual, and they almost always end just like this.  

Eurodollar University's Money & Macro Analysis

******
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
******

ONS UK CPI June 2025
https://www.ons.gov.uk/economy/inflationandpriceindices/bulletins/consumerpriceinflation/june2025

Bloomberg UK Unemployment Increases to 4.7%, Highest Rate in Four Years
https://www.bloomberg.com/news/articles/2025-07-17/uk-firms-cut-jobs-wage-growth-slows-in-cooling-labor-market

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Only a week after the Reserve Bank of Australia decided to pause its rate cutting series, the Australian government reported a rash of exceptionally weak labor data, including the highest unemployment rate for the country in four years. RBA wasn't alone; the Bank of England is finding out the same in the same hard way. Central bank rate cut pauses aren't unusual, and they almost always end just like this.  

Eurodollar University's Money & Macro Analysis

******
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
******

ONS UK CPI June 2025
https://www.ons.gov.uk/economy/inflationandpriceindices/bulletins/consumerpriceinflation/june2025

Bloomberg UK Unemployment Increases to 4.7%, Highest Rate in Four Years
https://www.bloomberg.com/news/articles/2025-07-17/uk-firms-cut-jobs-wage-growth-slows-in-cooling-labor-market

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 18 Jul 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1275 Only a week after the Reserve Bank of Australia decided to pause its rate cutting series, the Australian government reported a rash of exceptionally weak labor data, including the highest unemployment rate for the country in four years. RBA wasn't alone; the Bank of England is finding out the same in the same hard way. Central bank rate cut pauses aren't unusual, and they almost always end just like this.  

Eurodollar University's Money & Macro Analysis

******
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
******

ONS UK CPI June 2025
https://www.ons.gov.uk/economy/inflationandpriceindices/bulletins/consumerpriceinflation/june2025

Bloomberg UK Unemployment Increases to 4.7%, Highest Rate in Four Years
https://www.bloomberg.com/news/articles/2025-07-17/uk-firms-cut-jobs-wage-growth-slows-in-cooling-labor-market

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Hotels, Airlines, and Gasoline Just Confirmed the Recession Is Already Here 1137 1137 Hotels, Airlines, and Gasoline Just Confirmed the Recession Is Already Here full 65ec1c23-9449-4ad3-b840-bf64d9173040 https://share.transistor.fm/s/44ee70fa Three months ago, hotel operators were confident that the consumer downturn they were experiencing would end being a relatively quick pain. After the tariff matter was finally settled, Americans would sure go back to spending as they always seemed to. Instead, a whole bunch of critical and alarming data out just today has poured oceans of deflationary cold water on the recovery hope. 

Eurodollar University's Money & Macro Analysis

Reuters Hilton cuts 2025 revenue growth forecast as US travel demand softens
https://www.reuters.com/business/hilton-cuts-2025-revenue-growth-forecast-economic-uncertainty-weighs-2025-04-29/

PRNewswire WYNDHAM HOTELS & RESORTS REPORTS STRONG FIRST QUARTER RESULTS
https://www.prnewswire.com/news-releases/wyndham-hotels--resorts-reports-strong-first-quarter-results-302442939.html

Wyndham lowers 2025 RevPAR expectations amid dampened consumer sentiment
https://www.hoteldive.com/news/wyndham-q1-2025-earnings-lower-revpar/746863/

YahooFinance United, American, Southwest all surge after Delta's outlook lifts fortunes for US airlines
https://finance.yahoo.com/news/united-american-southwest-all-surge-after-deltas-outlook-lifts-fortunes-for-us-airlines-144400677.html

Bloomberg US Producer Prices Stagnated on Decline in Services Costs
https://www.bloomberg.com/news/articles/2025-07-16/us-producer-prices-stagnated-on-decline-in-services-costs

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Three months ago, hotel operators were confident that the consumer downturn they were experiencing would end being a relatively quick pain. After the tariff matter was finally settled, Americans would sure go back to spending as they always seemed to. Instead, a whole bunch of critical and alarming data out just today has poured oceans of deflationary cold water on the recovery hope. 

Eurodollar University's Money & Macro Analysis

Reuters Hilton cuts 2025 revenue growth forecast as US travel demand softens
https://www.reuters.com/business/hilton-cuts-2025-revenue-growth-forecast-economic-uncertainty-weighs-2025-04-29/

PRNewswire WYNDHAM HOTELS & RESORTS REPORTS STRONG FIRST QUARTER RESULTS
https://www.prnewswire.com/news-releases/wyndham-hotels--resorts-reports-strong-first-quarter-results-302442939.html

Wyndham lowers 2025 RevPAR expectations amid dampened consumer sentiment
https://www.hoteldive.com/news/wyndham-q1-2025-earnings-lower-revpar/746863/

YahooFinance United, American, Southwest all surge after Delta's outlook lifts fortunes for US airlines
https://finance.yahoo.com/news/united-american-southwest-all-surge-after-deltas-outlook-lifts-fortunes-for-us-airlines-144400677.html

Bloomberg US Producer Prices Stagnated on Decline in Services Costs
https://www.bloomberg.com/news/articles/2025-07-16/us-producer-prices-stagnated-on-decline-in-services-costs

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 17 Jul 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1212 Three months ago, hotel operators were confident that the consumer downturn they were experiencing would end being a relatively quick pain. After the tariff matter was finally settled, Americans would sure go back to spending as they always seemed to. Instead, a whole bunch of critical and alarming data out just today has poured oceans of deflationary cold water on the recovery hope. 

Eurodollar University's Money & Macro Analysis

Reuters Hilton cuts 2025 revenue growth forecast as US travel demand softens
https://www.reuters.com/business/hilton-cuts-2025-revenue-growth-forecast-economic-uncertainty-weighs-2025-04-29/

PRNewswire WYNDHAM HOTELS & RESORTS REPORTS STRONG FIRST QUARTER RESULTS
https://www.prnewswire.com/news-releases/wyndham-hotels--resorts-reports-strong-first-quarter-results-302442939.html

Wyndham lowers 2025 RevPAR expectations amid dampened consumer sentiment
https://www.hoteldive.com/news/wyndham-q1-2025-earnings-lower-revpar/746863/

YahooFinance United, American, Southwest all surge after Delta's outlook lifts fortunes for US airlines
https://finance.yahoo.com/news/united-american-southwest-all-surge-after-deltas-outlook-lifts-fortunes-for-us-airlines-144400677.html

Bloomberg US Producer Prices Stagnated on Decline in Services Costs
https://www.bloomberg.com/news/articles/2025-07-16/us-producer-prices-stagnated-on-decline-in-services-costs

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This CPI Report Just Exposed the Fed’s Biggest Problem 1136 1136 This CPI Report Just Exposed the Fed’s Biggest Problem full 69321b75-3a53-4e01-8bf5-c0e57660a207 https://share.transistor.fm/s/1c0cafec Five months and little to show for it. Tariffs have been applied for that long, yet consumer prices remain suspiciously tame. The real story isn't the possible pass-through of trade duties, its why that isn't happening on a far broader basis. We got more evidence for why from American bank balance sheets. 

Eurodollar University's Money & Macro Analysis

BLS June 2025 CPI
https://www.bls.gov/news.release/cpi.htm

Bloomberg US Core CPI Rises Less Than Expected Again Despite Tariff Impact
https://www.bloomberg.com/news/articles/2025-07-15/us-core-cpi-rises-less-than-expected-for-a-fifth-straight-month

Bloomberg US 30-Year Yield Tops 5% as Traders Pare Bets on Rate Cuts
https://www.bloomberg.com/news/articles/2025-07-15/treasuries-gain-after-inflation-report-meets-economists-forecast

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Five months and little to show for it. Tariffs have been applied for that long, yet consumer prices remain suspiciously tame. The real story isn't the possible pass-through of trade duties, its why that isn't happening on a far broader basis. We got more evidence for why from American bank balance sheets. 

Eurodollar University's Money & Macro Analysis

BLS June 2025 CPI
https://www.bls.gov/news.release/cpi.htm

Bloomberg US Core CPI Rises Less Than Expected Again Despite Tariff Impact
https://www.bloomberg.com/news/articles/2025-07-15/us-core-cpi-rises-less-than-expected-for-a-fifth-straight-month

Bloomberg US 30-Year Yield Tops 5% as Traders Pare Bets on Rate Cuts
https://www.bloomberg.com/news/articles/2025-07-15/treasuries-gain-after-inflation-report-meets-economists-forecast

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 16 Jul 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1203 Five months and little to show for it. Tariffs have been applied for that long, yet consumer prices remain suspiciously tame. The real story isn't the possible pass-through of trade duties, its why that isn't happening on a far broader basis. We got more evidence for why from American bank balance sheets. 

Eurodollar University's Money & Macro Analysis

BLS June 2025 CPI
https://www.bls.gov/news.release/cpi.htm

Bloomberg US Core CPI Rises Less Than Expected Again Despite Tariff Impact
https://www.bloomberg.com/news/articles/2025-07-15/us-core-cpi-rises-less-than-expected-for-a-fifth-straight-month

Bloomberg US 30-Year Yield Tops 5% as Traders Pare Bets on Rate Cuts
https://www.bloomberg.com/news/articles/2025-07-15/treasuries-gain-after-inflation-report-meets-economists-forecast

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Worlds 5th Largest Bank Just Sent a MASSIVE Warning to the World 1135 1135 Worlds 5th Largest Bank Just Sent a MASSIVE Warning to the World full 6fb77b19-6aa6-42e5-a28c-3c51dc8e4dea https://share.transistor.fm/s/3273ea86 Jamie Dimon, CEO of JP Morgan, had some very harsh words and a pointed warning. He said the world was at high risk from tariffs. And while the activities of "his" bank largely agree with the high degree of risk, it's the complete opposite from what Dimon said publicly. This is not the first time this has happened, either. When the risks are greatest, JPM's CEO says one thing while JPM itself does the opposite. 

Eurodollar University's Money & Macro Analysis

*****
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
*****

JP Morgan letter to shareholders April 2024
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/ceo-letter-to-shareholders-2023.pdf

JP Morgan second quarter 2024 press statement
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2024/2nd-quarter/36a0b862-cc80-4e28-bf1b-5cfa07dc9637.pdf

Bloomberg JPMorgan’s Dimon Warns Markets Are Complacent on Tariffs
https://www.bloomberg.com/news/articles/2025-07-10/dimon-says-an-eu-us-tariff-framework-needs-to-get-done

Bloomberg Dimon Says Prepare for 4% Yields, Potential Volatility Rise
https://www.bloomberg.com/news/articles/2018-05-08/dimon-says-prepare-for-4-yields-sees-potential-volatility-rise

CNBC Jamie Dimon cautions the 10-year Treasury yield could hit 5%: ‘It’s a higher probability than most people think’
https://www.cnbc.com/2018/08/06/jp-morgans-jamie-dimon-cautions-10-year-treasury-note-rate-to-hit-5-percent.html


Bloomberg Weakest U.S. Bond Auction in Decade Validates Dimon’s Warning
https://www.bloomberg.com/news/articles/2019-05-08/low-yield-bad-seasonals-and-trade-trip-up-u-s-10-year-auction

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Jamie Dimon, CEO of JP Morgan, had some very harsh words and a pointed warning. He said the world was at high risk from tariffs. And while the activities of "his" bank largely agree with the high degree of risk, it's the complete opposite from what Dimon said publicly. This is not the first time this has happened, either. When the risks are greatest, JPM's CEO says one thing while JPM itself does the opposite. 

Eurodollar University's Money & Macro Analysis

*****
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
*****

JP Morgan letter to shareholders April 2024
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/ceo-letter-to-shareholders-2023.pdf

JP Morgan second quarter 2024 press statement
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2024/2nd-quarter/36a0b862-cc80-4e28-bf1b-5cfa07dc9637.pdf

Bloomberg JPMorgan’s Dimon Warns Markets Are Complacent on Tariffs
https://www.bloomberg.com/news/articles/2025-07-10/dimon-says-an-eu-us-tariff-framework-needs-to-get-done

Bloomberg Dimon Says Prepare for 4% Yields, Potential Volatility Rise
https://www.bloomberg.com/news/articles/2018-05-08/dimon-says-prepare-for-4-yields-sees-potential-volatility-rise

CNBC Jamie Dimon cautions the 10-year Treasury yield could hit 5%: ‘It’s a higher probability than most people think’
https://www.cnbc.com/2018/08/06/jp-morgans-jamie-dimon-cautions-10-year-treasury-note-rate-to-hit-5-percent.html


Bloomberg Weakest U.S. Bond Auction in Decade Validates Dimon’s Warning
https://www.bloomberg.com/news/articles/2019-05-08/low-yield-bad-seasonals-and-trade-trip-up-u-s-10-year-auction

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 15 Jul 2025 09:06:07 -0400 Jeff Snider Jeff Snider 1394 Jamie Dimon, CEO of JP Morgan, had some very harsh words and a pointed warning. He said the world was at high risk from tariffs. And while the activities of "his" bank largely agree with the high degree of risk, it's the complete opposite from what Dimon said publicly. This is not the first time this has happened, either. When the risks are greatest, JPM's CEO says one thing while JPM itself does the opposite. 

Eurodollar University's Money & Macro Analysis

*****
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
*****

JP Morgan letter to shareholders April 2024
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/ceo-letter-to-shareholders-2023.pdf

JP Morgan second quarter 2024 press statement
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2024/2nd-quarter/36a0b862-cc80-4e28-bf1b-5cfa07dc9637.pdf

Bloomberg JPMorgan’s Dimon Warns Markets Are Complacent on Tariffs
https://www.bloomberg.com/news/articles/2025-07-10/dimon-says-an-eu-us-tariff-framework-needs-to-get-done

Bloomberg Dimon Says Prepare for 4% Yields, Potential Volatility Rise
https://www.bloomberg.com/news/articles/2018-05-08/dimon-says-prepare-for-4-yields-sees-potential-volatility-rise

CNBC Jamie Dimon cautions the 10-year Treasury yield could hit 5%: ‘It’s a higher probability than most people think’
https://www.cnbc.com/2018/08/06/jp-morgans-jamie-dimon-cautions-10-year-treasury-note-rate-to-hit-5-percent.html


Bloomberg Weakest U.S. Bond Auction in Decade Validates Dimon’s Warning
https://www.bloomberg.com/news/articles/2019-05-08/low-yield-bad-seasonals-and-trade-trip-up-u-s-10-year-auction

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Second Phase of Asia’s Collapse has Begun 1134 1134 The Second Phase of Asia’s Collapse has Begun full 2c7d2b80-a876-43ac-bc5c-429ef9caed2b https://share.transistor.fm/s/6059474a Asia is suddenly awash in deflation. Japan is now experiencing it. And while not necessarily new for China, the acceleration downward to producer prices hints at deterioration in demand, overseas as well as locally. It's become a big enough change the government in Beijing crucially appears to shifting its own economic focus, a potentially profound worldwide signal. Oh, and Jamie Dimon.

Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Asia is suddenly awash in deflation. Japan is now experiencing it. And while not necessarily new for China, the acceleration downward to producer prices hints at deterioration in demand, overseas as well as locally. It's become a big enough change the government in Beijing crucially appears to shifting its own economic focus, a potentially profound worldwide signal. Oh, and Jamie Dimon.

Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 14 Jul 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1157 Asia is suddenly awash in deflation. Japan is now experiencing it. And while not necessarily new for China, the acceleration downward to producer prices hints at deterioration in demand, overseas as well as locally. It's become a big enough change the government in Beijing crucially appears to shifting its own economic focus, a potentially profound worldwide signal. Oh, and Jamie Dimon.

Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Bank Rules JUST Changed, Here's What You MUST Know 1133 1133 BREAKING: Bank Rules JUST Changed, Here's What You MUST Know full 1f19efd2-8ca8-40e3-8c35-882e9fff6501 https://share.transistor.fm/s/35285b90 The country's top bank regulators have proposed a major change to the banking rules. Some say this is like a stealth QE, everyone else appears equally confused. We'll get into what the new changes mean. More important, where these various ratios came from and why bank they are so hyped when they really shouldn't be. 

Eurodollar University's Make It Make Cents

*****
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
*****

*******
You can still watch the webinar replay here:
https://event.webinarjam.com/go/replay/29/3y5kpclzi20tz1t5
******

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The country's top bank regulators have proposed a major change to the banking rules. Some say this is like a stealth QE, everyone else appears equally confused. We'll get into what the new changes mean. More important, where these various ratios came from and why bank they are so hyped when they really shouldn't be. 

Eurodollar University's Make It Make Cents

*****
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
*****

*******
You can still watch the webinar replay here:
https://event.webinarjam.com/go/replay/29/3y5kpclzi20tz1t5
******

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 13 Jul 2025 10:18:53 -0400 Jeff Snider Jeff Snider 1244 The country's top bank regulators have proposed a major change to the banking rules. Some say this is like a stealth QE, everyone else appears equally confused. We'll get into what the new changes mean. More important, where these various ratios came from and why bank they are so hyped when they really shouldn't be. 

Eurodollar University's Make It Make Cents

*****
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
*****

*******
You can still watch the webinar replay here:
https://event.webinarjam.com/go/replay/29/3y5kpclzi20tz1t5
******

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Is What Happens Before Every MAJOR Rate Cut 1132 1132 This Is What Happens Before Every MAJOR Rate Cut full a192ed9f-e4b4-48da-a5fd-9100e67aa50d https://share.transistor.fm/s/e7ba09a5 A July rate cut is far from off the table. In addition to the macroeconomic evidence, the FOMC minutes from last month’s meeting make clear there really isn’t some divide among policymakers. In fact, the text leaves the distinct impression officials really don’t want to a repeat of last year. 

Eurodollar University's Money & Macro Analysis

]]> A July rate cut is far from off the table. In addition to the macroeconomic evidence, the FOMC minutes from last month’s meeting make clear there really isn’t some divide among policymakers. In fact, the text leaves the distinct impression officials really don’t want to a repeat of last year. 

Eurodollar University's Money & Macro Analysis

]]> Fri, 11 Jul 2025 17:06:40 -0400 Jeff Snider Jeff Snider 1878 A July rate cut is far from off the table. In addition to the macroeconomic evidence, the FOMC minutes from last month’s meeting make clear there really isn’t some divide among policymakers. In fact, the text leaves the distinct impression officials really don’t want to a repeat of last year. 

Eurodollar University's Money & Macro Analysis

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Amazon Reveals Americans Have Hit Their Breaking Point 1131 1131 Amazon Reveals Americans Have Hit Their Breaking Point full 905adbe5-595b-47a3-832a-0725611a3e6b https://share.transistor.fm/s/8c436454 Amazon Prime Days have been doubled to four, simply confirming just how this year really is different for the consumer economy. It is merely the latest to testify for highly unusual weakness. Along with a sharp drop in credit card usage, the historically unusual decline in weekly worker earnings show exactly why there are four Prime Days this year. 

Eurodollar University's Money & Macro Analysis

*******
To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/channel/swaps
******

NBC News Amazon extends Prime Day discounts to 4 days as retailers weigh tariffs and price increases
https://www.nbcnews.com/business/business-news/amazon-extends-prime-day-discounts-4-days-retailers-weigh-tariffs-pric-rcna217510

Bloomberg Amazon Sellers Curb Prime Day Discounts With Tariffs Taking Bite
https://www.bloomberg.com/news/articles/2025-07-08/amazon-sellers-curb-prime-day-discounts-with-tariffs-taking-bite

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Amazon Prime Days have been doubled to four, simply confirming just how this year really is different for the consumer economy. It is merely the latest to testify for highly unusual weakness. Along with a sharp drop in credit card usage, the historically unusual decline in weekly worker earnings show exactly why there are four Prime Days this year. 

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NBC News Amazon extends Prime Day discounts to 4 days as retailers weigh tariffs and price increases
https://www.nbcnews.com/business/business-news/amazon-extends-prime-day-discounts-4-days-retailers-weigh-tariffs-pric-rcna217510

Bloomberg Amazon Sellers Curb Prime Day Discounts With Tariffs Taking Bite
https://www.bloomberg.com/news/articles/2025-07-08/amazon-sellers-curb-prime-day-discounts-with-tariffs-taking-bite

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]]> Thu, 10 Jul 2025 00:24:17 -0400 Jeff Snider Jeff Snider 1075 Amazon Prime Days have been doubled to four, simply confirming just how this year really is different for the consumer economy. It is merely the latest to testify for highly unusual weakness. Along with a sharp drop in credit card usage, the historically unusual decline in weekly worker earnings show exactly why there are four Prime Days this year. 

Eurodollar University's Money & Macro Analysis

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NBC News Amazon extends Prime Day discounts to 4 days as retailers weigh tariffs and price increases
https://www.nbcnews.com/business/business-news/amazon-extends-prime-day-discounts-4-days-retailers-weigh-tariffs-pric-rcna217510

Bloomberg Amazon Sellers Curb Prime Day Discounts With Tariffs Taking Bite
https://www.bloomberg.com/news/articles/2025-07-08/amazon-sellers-curb-prime-day-discounts-with-tariffs-taking-bite

https://www.eurodollar.university
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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe What the Fed Just Said About Interest Rates 1130 1130 You Won’t Believe What the Fed Just Said About Interest Rates full 3da4c963-3563-4df1-8ae3-0993ecca14fa https://share.transistor.fm/s/c87fbdf5 This wasn't supposed to happen. In fact, many said it was impossible up to and including central bank officials at the Federal Reserve. Yet, one of them, the head of the all-important New York branch, just released a report which say the market is taking ZIRP possibilities very seriously - and so should those at the highest levels of the Fed. 

Eurodollar University's Money & Macro Analysis

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FRBNY Liberty Street Blog The Zero Lower Bound Remains a Medium‑Term Risk
https://libertystreeteconomics.newyorkfed.org/2025/07/the-zero-lower-bound-remains-a-medium-term-risk/

FOMC Transcript March 2007
https://www.federalreserve.gov/monetarypolicy/files/FOMC20070321meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> This wasn't supposed to happen. In fact, many said it was impossible up to and including central bank officials at the Federal Reserve. Yet, one of them, the head of the all-important New York branch, just released a report which say the market is taking ZIRP possibilities very seriously - and so should those at the highest levels of the Fed. 

Eurodollar University's Money & Macro Analysis

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FRBNY Liberty Street Blog The Zero Lower Bound Remains a Medium‑Term Risk
https://libertystreeteconomics.newyorkfed.org/2025/07/the-zero-lower-bound-remains-a-medium-term-risk/

FOMC Transcript March 2007
https://www.federalreserve.gov/monetarypolicy/files/FOMC20070321meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 09 Jul 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1203 This wasn't supposed to happen. In fact, many said it was impossible up to and including central bank officials at the Federal Reserve. Yet, one of them, the head of the all-important New York branch, just released a report which say the market is taking ZIRP possibilities very seriously - and so should those at the highest levels of the Fed. 

Eurodollar University's Money & Macro Analysis

*****
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FRBNY Liberty Street Blog The Zero Lower Bound Remains a Medium‑Term Risk
https://libertystreeteconomics.newyorkfed.org/2025/07/the-zero-lower-bound-remains-a-medium-term-risk/

FOMC Transcript March 2007
https://www.federalreserve.gov/monetarypolicy/files/FOMC20070321meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Is The Setup for a Historic Currency Crash 1129 1129 This Is The Setup for a Historic Currency Crash full bbdba2b1-46c0-4b72-924a-cc96bd3fc6ff https://share.transistor.fm/s/8c5a4578 The world is supposed to be all over the "sell America" trade, so why is it only this one key currency is? The thing is now sticking out like a sore thumb as more and more pile onto "sell America" here without any corroboration at all. Even FX modelers are confused by this insistence. What happens when everyone is on one side of a transaction under false assumptions? It converges. Sometimes violently. 

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Bloomberg Misfiring Models Leave Wall Street Currency Traders Flying Blind
https://www.bloomberg.com/news/articles/2025-07-07/misfiring-models-leave-wall-street-currency-traders-flying-blind

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The world is supposed to be all over the "sell America" trade, so why is it only this one key currency is? The thing is now sticking out like a sore thumb as more and more pile onto "sell America" here without any corroboration at all. Even FX modelers are confused by this insistence. What happens when everyone is on one side of a transaction under false assumptions? It converges. Sometimes violently. 

Eurodollar University's Money & Macro Analysis

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Bloomberg Misfiring Models Leave Wall Street Currency Traders Flying Blind
https://www.bloomberg.com/news/articles/2025-07-07/misfiring-models-leave-wall-street-currency-traders-flying-blind

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 08 Jul 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1102 The world is supposed to be all over the "sell America" trade, so why is it only this one key currency is? The thing is now sticking out like a sore thumb as more and more pile onto "sell America" here without any corroboration at all. Even FX modelers are confused by this insistence. What happens when everyone is on one side of a transaction under false assumptions? It converges. Sometimes violently. 

Eurodollar University's Money & Macro Analysis

*******
To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/channel/swaps
******

Bloomberg Misfiring Models Leave Wall Street Currency Traders Flying Blind
https://www.bloomberg.com/news/articles/2025-07-07/misfiring-models-leave-wall-street-currency-traders-flying-blind

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Shocking Collapse in Canada and Mexico Is a Warning for America 1128 1128 This Shocking Collapse in Canada and Mexico Is a Warning for America full 41b80daf-818d-4882-a3fd-d1c51e1b3b91 https://share.transistor.fm/s/84c9d2a2 Is this the payback? The rate cuts aren't working and that can only mean more of them. The best current examples are to north and south of the US where rolling over has taken on a new sense of urgency, especially since both are, at the margins, a proxy for American demand.

Eurodollar University's conversation w/Steve Van Metre

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******

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Is this the payback? The rate cuts aren't working and that can only mean more of them. The best current examples are to north and south of the US where rolling over has taken on a new sense of urgency, especially since both are, at the margins, a proxy for American demand.

Eurodollar University's conversation w/Steve Van Metre

*******
To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/channel/swaps
******

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 07 Jul 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1153 Is this the payback? The rate cuts aren't working and that can only mean more of them. The best current examples are to north and south of the US where rolling over has taken on a new sense of urgency, especially since both are, at the margins, a proxy for American demand.

Eurodollar University's conversation w/Steve Van Metre

*******
To sign up for our webinar on July 10, follow the link below:
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******

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Day the Monetary System Changed Forever (And No One Noticed) 1127 1127 The Day the Monetary System Changed Forever (And No One Noticed) full 77902054-16f1-4143-80a8-0f6e2470f7a6 https://share.transistor.fm/s/fefa4e97 It was supposed to be one single out-of-control Wall Street bank. When authorities were forced to look into the matter, what they uncovered was a shocking. Not one but EVERYONE. Yet, after uncovering what was going on, the full astonishing scale, they never figured out WHY. And that was the whole thing, what the scandal said about a world that had already drastically changed. 

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Treasury Joint Report on the Government Securities Market (Jan 1992)
https://home.treasury.gov/system/files/276/joint-report-on-the-government-securities-Market-1992.pdf

LA Times Taming the Bond Buccaneers at Salomon Brothers : How Warren Buffet and friends swept up after the Salomon scandal, possible saving the firm from federal regulators furious after a decade of skuldggery [sic] on Wall Street.
https://www.latimes.com/archives/la-xpm-1992-02-16-tm-4654-story.html

SEC Chronology of Salomon Scandal
https://www.sechistorical.org/collection/papers/1990/1991_1016_ChronologySalomonT.pdf

Jay Powell Treasury Markets and the TMPG (Oct 2017)
https://www.federalreserve.gov/newsevents/speech/powell20171005a.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> It was supposed to be one single out-of-control Wall Street bank. When authorities were forced to look into the matter, what they uncovered was a shocking. Not one but EVERYONE. Yet, after uncovering what was going on, the full astonishing scale, they never figured out WHY. And that was the whole thing, what the scandal said about a world that had already drastically changed. 

Eurodollar University's Make It Make Cents

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To sign up for our webinar on July 10, follow the link below:
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******

Treasury Joint Report on the Government Securities Market (Jan 1992)
https://home.treasury.gov/system/files/276/joint-report-on-the-government-securities-Market-1992.pdf

LA Times Taming the Bond Buccaneers at Salomon Brothers : How Warren Buffet and friends swept up after the Salomon scandal, possible saving the firm from federal regulators furious after a decade of skuldggery [sic] on Wall Street.
https://www.latimes.com/archives/la-xpm-1992-02-16-tm-4654-story.html

SEC Chronology of Salomon Scandal
https://www.sechistorical.org/collection/papers/1990/1991_1016_ChronologySalomonT.pdf

Jay Powell Treasury Markets and the TMPG (Oct 2017)
https://www.federalreserve.gov/newsevents/speech/powell20171005a.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 06 Jul 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1088 It was supposed to be one single out-of-control Wall Street bank. When authorities were forced to look into the matter, what they uncovered was a shocking. Not one but EVERYONE. Yet, after uncovering what was going on, the full astonishing scale, they never figured out WHY. And that was the whole thing, what the scandal said about a world that had already drastically changed. 

Eurodollar University's Make It Make Cents

*******
To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/channel/swaps
******

Treasury Joint Report on the Government Securities Market (Jan 1992)
https://home.treasury.gov/system/files/276/joint-report-on-the-government-securities-Market-1992.pdf

LA Times Taming the Bond Buccaneers at Salomon Brothers : How Warren Buffet and friends swept up after the Salomon scandal, possible saving the firm from federal regulators furious after a decade of skuldggery [sic] on Wall Street.
https://www.latimes.com/archives/la-xpm-1992-02-16-tm-4654-story.html

SEC Chronology of Salomon Scandal
https://www.sechistorical.org/collection/papers/1990/1991_1016_ChronologySalomonT.pdf

Jay Powell Treasury Markets and the TMPG (Oct 2017)
https://www.federalreserve.gov/newsevents/speech/powell20171005a.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Payroll Report Released (Here’s What You Must Know) 1126 1126 BREAKING: Payroll Report Released (Here’s What You Must Know) full 095c9f49-a081-4685-b755-1f9f68168bb3 https://share.transistor.fm/s/0e3bd93f To sign up for our webinar on July 10, follow the link below:
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Like last month, this June payroll report was taken one way in the mainstream while the details went entirely in the other direction. Headline was a beat and the unemployment rate stalled. Yet, the former was ironically a product of government jobs while the latter slid a tiny amount for ALL THE WRONG REASONS.

]]> To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/channel/swaps

Like last month, this June payroll report was taken one way in the mainstream while the details went entirely in the other direction. Headline was a beat and the unemployment rate stalled. Yet, the former was ironically a product of government jobs while the latter slid a tiny amount for ALL THE WRONG REASONS.

]]> Fri, 04 Jul 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1571 To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/channel/swaps

Like last month, this June payroll report was taken one way in the mainstream while the details went entirely in the other direction. Headline was a beat and the unemployment rate stalled. Yet, the former was ironically a product of government jobs while the latter slid a tiny amount for ALL THE WRONG REASONS.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T! Banks Are Preparing for Something Big 1125 1125 HOLY SH*T! Banks Are Preparing for Something Big full 2ea5c0ca-2ca0-4c18-9431-51945790be4e https://share.transistor.fm/s/f412b4ef There is something going on in the money system with collateral. We've been covering bills and the latest data sheds more light on what is likely happening. It is something we've seen many times before. That's not a good sign. 

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]]> There is something going on in the money system with collateral. We've been covering bills and the latest data sheds more light on what is likely happening. It is something we've seen many times before. That's not a good sign. 

Eurodollar University's Money & Macro Analysis

*******
To sign up for our webinar on July 10, follow the link below:
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https://www.eurodollar.university
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]]> Wed, 02 Jul 2025 09:49:00 -0400 Jeff Snider Jeff Snider 1283 There is something going on in the money system with collateral. We've been covering bills and the latest data sheds more light on what is likely happening. It is something we've seen many times before. That's not a good sign. 

Eurodollar University's Money & Macro Analysis

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To sign up for our webinar on July 10, follow the link below:
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https://www.eurodollar.university
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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe What FedEx Just Revealed About Consumers 1124 1124 You Won’t Believe What FedEx Just Revealed About Consumers full 5acee5a8-cedc-4c04-bd34-63dfaab326ae https://share.transistor.fm/s/21b7773e Fedex is a global bellwether for good reason. What the company said about the economic environment at the start of Q3 was...nothing. But in choosing not to forecast anything, the company said a lot especially given the evidence that has come piling up. We haven't seen consumer spending and incomes like this in America since 2020. That's not a typo. Flat Beveridge. 

Eurodollar University's Money & Macro Analysis

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]]> Fedex is a global bellwether for good reason. What the company said about the economic environment at the start of Q3 was...nothing. But in choosing not to forecast anything, the company said a lot especially given the evidence that has come piling up. We haven't seen consumer spending and incomes like this in America since 2020. That's not a typo. Flat Beveridge. 

Eurodollar University's Money & Macro Analysis

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]]> Tue, 01 Jul 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1290 Fedex is a global bellwether for good reason. What the company said about the economic environment at the start of Q3 was...nothing. But in choosing not to forecast anything, the company said a lot especially given the evidence that has come piling up. We haven't seen consumer spending and incomes like this in America since 2020. That's not a typo. Flat Beveridge. 

Eurodollar University's Money & Macro Analysis

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To sign up for our webinar on July 10, follow the link below:
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https://www.eurodollar.university
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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Interest Rates Just Made a MASSIVE Move!! (Something BIG Is Happening) 1123 1123 Interest Rates Just Made a MASSIVE Move!! (Something BIG Is Happening) full 2315627b-836a-41bb-a2da-da8c964df3a7 https://share.transistor.fm/s/7c0475b5 Big moves in yields, especially at the front. While twos are making a move on their own, it's the very front at the first-in-line bills that draws our attention. Steepening has been given a boost by some ugly recent data from right where it counts - incomes and spending.

Eurodollar University's conversations w/Steve Van Metre

*****
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
*****

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******

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Big moves in yields, especially at the front. While twos are making a move on their own, it's the very front at the first-in-line bills that draws our attention. Steepening has been given a boost by some ugly recent data from right where it counts - incomes and spending.

Eurodollar University's conversations w/Steve Van Metre

*****
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
*****

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https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 30 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1140 Big moves in yields, especially at the front. While twos are making a move on their own, it's the very front at the first-in-line bills that draws our attention. Steepening has been given a boost by some ugly recent data from right where it counts - incomes and spending.

Eurodollar University's conversations w/Steve Van Metre

*****
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
*****

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https://www.eurodollar.university
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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No If You’re Scared of AI, Watch This 1122 1122 If You’re Scared of AI, Watch This full c0db71ba-2d55-40d9-997d-3220766c71d3 https://share.transistor.fm/s/5be0fc24 AI shouldn't provoke fear and anxiety, it should raise expectations for regular 4-day workweek with 3-day weekends. Artificial Intelligence represents a potential major leap in labor productivity. The end result isn't a desolate hellscape which leaves everyone unemployed, it's instead something economics (small "e") is very familiar with. 

webinar link https://event.webinarjam.com/channel/swaps

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https://www.eurodollar.university
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]]> AI shouldn't provoke fear and anxiety, it should raise expectations for regular 4-day workweek with 3-day weekends. Artificial Intelligence represents a potential major leap in labor productivity. The end result isn't a desolate hellscape which leaves everyone unemployed, it's instead something economics (small "e") is very familiar with. 

webinar link https://event.webinarjam.com/channel/swaps

Eurodollar University's Make it Make Cents

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To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/register/29/4yzg6cx2
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https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 29 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1032 AI shouldn't provoke fear and anxiety, it should raise expectations for regular 4-day workweek with 3-day weekends. Artificial Intelligence represents a potential major leap in labor productivity. The end result isn't a desolate hellscape which leaves everyone unemployed, it's instead something economics (small "e") is very familiar with. 

webinar link https://event.webinarjam.com/channel/swaps

Eurodollar University's Make it Make Cents

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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oh Sh*T... The ENTIRE U.S. Economy Just Got Downgraded 1121 1121 Oh Sh*T... The ENTIRE U.S. Economy Just Got Downgraded full 6633da7a-c2c5-449a-9c7a-ac9d470975df https://share.transistor.fm/s/e99576ec To sign up for our webinar on July 10, follow the link below:
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It never was entirely tariff distortions. Everyone had tried to dismiss Q1 as an anomaly. Later revisions have instead shown there is indeed a shift happening among US consumers. Even Winnebago agrees and RVs are the canary for the canary in the macro coalmine. Beveridge is getting closer. 

Eurodollar University's Money & Macro Analysis

Bloomberg US GDP Revised Lower as Consumers Slash Services Spending
https://www.bloomberg.com/news/articles/2025-06-26/us-gdp-revised-lower-as-consumers-slash-recreation-spending

Winnebago 
https://winnebago.gcs-web.com/static-files/e0acc2ce-9a34-456d-8f68-a8235351493a

WSJ Winnebago Cuts Guidance as Soft Demand Hurts RV Retail Sales
https://www.wsj.com/business/earnings/winnebago-cuts-revenue-profit-outlook-after-declines-0b3a9053

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/register/29/4yzg6cx2

It never was entirely tariff distortions. Everyone had tried to dismiss Q1 as an anomaly. Later revisions have instead shown there is indeed a shift happening among US consumers. Even Winnebago agrees and RVs are the canary for the canary in the macro coalmine. Beveridge is getting closer. 

Eurodollar University's Money & Macro Analysis

Bloomberg US GDP Revised Lower as Consumers Slash Services Spending
https://www.bloomberg.com/news/articles/2025-06-26/us-gdp-revised-lower-as-consumers-slash-recreation-spending

Winnebago 
https://winnebago.gcs-web.com/static-files/e0acc2ce-9a34-456d-8f68-a8235351493a

WSJ Winnebago Cuts Guidance as Soft Demand Hurts RV Retail Sales
https://www.wsj.com/business/earnings/winnebago-cuts-revenue-profit-outlook-after-declines-0b3a9053

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 27 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1222 To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/register/29/4yzg6cx2

It never was entirely tariff distortions. Everyone had tried to dismiss Q1 as an anomaly. Later revisions have instead shown there is indeed a shift happening among US consumers. Even Winnebago agrees and RVs are the canary for the canary in the macro coalmine. Beveridge is getting closer. 

Eurodollar University's Money & Macro Analysis

Bloomberg US GDP Revised Lower as Consumers Slash Services Spending
https://www.bloomberg.com/news/articles/2025-06-26/us-gdp-revised-lower-as-consumers-slash-recreation-spending

Winnebago 
https://winnebago.gcs-web.com/static-files/e0acc2ce-9a34-456d-8f68-a8235351493a

WSJ Winnebago Cuts Guidance as Soft Demand Hurts RV Retail Sales
https://www.wsj.com/business/earnings/winnebago-cuts-revenue-profit-outlook-after-declines-0b3a9053

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Most Significant Real Estate Event in DECADES is Here 1120 1120 The Most Significant Real Estate Event in DECADES is Here full e1012e5a-5b5c-4c5c-a8bc-6e8c57f3fdd9 https://share.transistor.fm/s/d2c81cdd The housing market keeps spitting out alarming signs of a growing bust. Sales are down huge, prices are actually falling - and that's the government's estimates. Most of all, this is directly connected to the economy and especially jobs. 

Eurodollar University's Money & Macro Analysis

******
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
******

Bloomberg Bond Traders Boost Bets US 10-Year Yield Will Dive Toward 4%
https://www.bloomberg.com/news/articles/2025-06-24/bond-traders-boost-bets-that-us-10-year-yield-to-dive-toward-4

Bloomberg US New-Home Sales Drop by Most Since 2022 on Poor Affordability
https://www.bloomberg.com/news/articles/2025-06-25/us-new-home-sales-drop-to-seven-month-low-on-poor-affordability

Conference Board 
https://www.conference-board.org/topics/consumer-confidence

Reuters 
https://www.reuters.com/business/us-consumer-confidence-deteriorates-june-2025-06-24/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The housing market keeps spitting out alarming signs of a growing bust. Sales are down huge, prices are actually falling - and that's the government's estimates. Most of all, this is directly connected to the economy and especially jobs. 

Eurodollar University's Money & Macro Analysis

******
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
******

Bloomberg Bond Traders Boost Bets US 10-Year Yield Will Dive Toward 4%
https://www.bloomberg.com/news/articles/2025-06-24/bond-traders-boost-bets-that-us-10-year-yield-to-dive-toward-4

Bloomberg US New-Home Sales Drop by Most Since 2022 on Poor Affordability
https://www.bloomberg.com/news/articles/2025-06-25/us-new-home-sales-drop-to-seven-month-low-on-poor-affordability

Conference Board 
https://www.conference-board.org/topics/consumer-confidence

Reuters 
https://www.reuters.com/business/us-consumer-confidence-deteriorates-june-2025-06-24/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 26 Jun 2025 11:48:53 -0400 Jeff Snider Jeff Snider 1222 The housing market keeps spitting out alarming signs of a growing bust. Sales are down huge, prices are actually falling - and that's the government's estimates. Most of all, this is directly connected to the economy and especially jobs. 

Eurodollar University's Money & Macro Analysis

******
If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/
******

Bloomberg Bond Traders Boost Bets US 10-Year Yield Will Dive Toward 4%
https://www.bloomberg.com/news/articles/2025-06-24/bond-traders-boost-bets-that-us-10-year-yield-to-dive-toward-4

Bloomberg US New-Home Sales Drop by Most Since 2022 on Poor Affordability
https://www.bloomberg.com/news/articles/2025-06-25/us-new-home-sales-drop-to-seven-month-low-on-poor-affordability

Conference Board 
https://www.conference-board.org/topics/consumer-confidence

Reuters 
https://www.reuters.com/business/us-consumer-confidence-deteriorates-june-2025-06-24/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Last Time This Happened, the System Almost Collapsed 1119 1119 The Last Time This Happened, the System Almost Collapsed full e941fe50-940d-4290-afb6-8bd6f50af0f2 https://share.transistor.fm/s/44f5242d Swiss francs are soaring again. This isn't a "sell America" trade (which doesn't exist), or the crashing dollar (also doesn't exist). The monetary system remains on edge and now we know why. The shocking full story of what really happened in April and how close we were to the shadow's edge. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Swiss francs are soaring again. This isn't a "sell America" trade (which doesn't exist), or the crashing dollar (also doesn't exist). The monetary system remains on edge and now we know why. The shocking full story of what really happened in April and how close we were to the shadow's edge. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 25 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1255 Swiss francs are soaring again. This isn't a "sell America" trade (which doesn't exist), or the crashing dollar (also doesn't exist). The monetary system remains on edge and now we know why. The shocking full story of what really happened in April and how close we were to the shadow's edge. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Housing Crash Just Started in Florida 1118 1118 The Housing Crash Just Started in Florida full d1b61258-69cb-4f6e-855f-97b869515a43 https://share.transistor.fm/s/eece8111 Florida has long been the housing canary in the national real estate coalmine. The situation in the Sunshine State is anything but sunny with prices even outright declining in six key areas. That's just where the downturn is most pronounced right now. The excuses for an increasingly ugly housing market have worn out as the real story is finally being revealed. 

Eurodollar University's Money & Macro Analysis

If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Kenny's Channel
https://www.youtube.com/@KenMcElroy
Video w/Jeff
https://www.youtube.com/watch?v=hDQunoS96X4

FRB Vice Chair Michelle Bowman Unintended Policy Shifts and Unexpected Consequences
https://www.federalreserve.gov/newsevents/speech/bowman20250623a.htm

NAR Existing-Home Sales Report Shows 0.8% Increase in May
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-0-8-increase-in-may

Newsweek Most Florida Housing Markets Are in Trouble
https://www.newsweek.com/most-florida-housing-markets-trouble-2086554

Bloomberg US Spring Homebuying Season Has Its Weakest Start in Five Years
https://www.bloomberg.com/news/articles/2025-05-14/us-spring-homebuying-season-has-its-weakest-start-in-five-years

Bloomberg US Home Resales Stay Sluggish on Affordability Constraints
https://www.bloomberg.com/news/articles/2025-06-23/us-home-resales-stay-sluggish-on-affordability-constraints

NAR May 2024
https://www.nar.realtor/newsroom/nar-chief-economist-lawrence-yun-predicts-falling-long-term-interest-rates-rising-existing-home

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Florida has long been the housing canary in the national real estate coalmine. The situation in the Sunshine State is anything but sunny with prices even outright declining in six key areas. That's just where the downturn is most pronounced right now. The excuses for an increasingly ugly housing market have worn out as the real story is finally being revealed. 

Eurodollar University's Money & Macro Analysis

If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Kenny's Channel
https://www.youtube.com/@KenMcElroy
Video w/Jeff
https://www.youtube.com/watch?v=hDQunoS96X4

FRB Vice Chair Michelle Bowman Unintended Policy Shifts and Unexpected Consequences
https://www.federalreserve.gov/newsevents/speech/bowman20250623a.htm

NAR Existing-Home Sales Report Shows 0.8% Increase in May
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-0-8-increase-in-may

Newsweek Most Florida Housing Markets Are in Trouble
https://www.newsweek.com/most-florida-housing-markets-trouble-2086554

Bloomberg US Spring Homebuying Season Has Its Weakest Start in Five Years
https://www.bloomberg.com/news/articles/2025-05-14/us-spring-homebuying-season-has-its-weakest-start-in-five-years

Bloomberg US Home Resales Stay Sluggish on Affordability Constraints
https://www.bloomberg.com/news/articles/2025-06-23/us-home-resales-stay-sluggish-on-affordability-constraints

NAR May 2024
https://www.nar.realtor/newsroom/nar-chief-economist-lawrence-yun-predicts-falling-long-term-interest-rates-rising-existing-home

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 24 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1269 Florida has long been the housing canary in the national real estate coalmine. The situation in the Sunshine State is anything but sunny with prices even outright declining in six key areas. That's just where the downturn is most pronounced right now. The excuses for an increasingly ugly housing market have worn out as the real story is finally being revealed. 

Eurodollar University's Money & Macro Analysis

If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Kenny's Channel
https://www.youtube.com/@KenMcElroy
Video w/Jeff
https://www.youtube.com/watch?v=hDQunoS96X4

FRB Vice Chair Michelle Bowman Unintended Policy Shifts and Unexpected Consequences
https://www.federalreserve.gov/newsevents/speech/bowman20250623a.htm

NAR Existing-Home Sales Report Shows 0.8% Increase in May
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-0-8-increase-in-may

Newsweek Most Florida Housing Markets Are in Trouble
https://www.newsweek.com/most-florida-housing-markets-trouble-2086554

Bloomberg US Spring Homebuying Season Has Its Weakest Start in Five Years
https://www.bloomberg.com/news/articles/2025-05-14/us-spring-homebuying-season-has-its-weakest-start-in-five-years

Bloomberg US Home Resales Stay Sluggish on Affordability Constraints
https://www.bloomberg.com/news/articles/2025-06-23/us-home-resales-stay-sluggish-on-affordability-constraints

NAR May 2024
https://www.nar.realtor/newsroom/nar-chief-economist-lawrence-yun-predicts-falling-long-term-interest-rates-rising-existing-home

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: The Fed Just Announced Rate Cuts (What You Must Know) 1117 1117 BREAKING: The Fed Just Announced Rate Cuts (What You Must Know) full cfdac439-b565-4d55-891d-d40b7c578f5e https://share.transistor.fm/s/33ab445d The Fed is going cut...in July. Period. Book it. Conditions have drastically changed and the officials shift is now underway. Rates are going down everywhere, including in DC.

Eurodollar University's conversation w/Steve Van Metre

CNBC Fed Governor Waller says central bank could cut rates as early as July
https://www.cnbc.com/2025/06/20/fed-governor-waller-says-central-bank-could-cut-rates-as-early-as-july.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Fed is going cut...in July. Period. Book it. Conditions have drastically changed and the officials shift is now underway. Rates are going down everywhere, including in DC.

Eurodollar University's conversation w/Steve Van Metre

CNBC Fed Governor Waller says central bank could cut rates as early as July
https://www.cnbc.com/2025/06/20/fed-governor-waller-says-central-bank-could-cut-rates-as-early-as-july.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 23 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1126 The Fed is going cut...in July. Period. Book it. Conditions have drastically changed and the officials shift is now underway. Rates are going down everywhere, including in DC.

Eurodollar University's conversation w/Steve Van Metre

CNBC Fed Governor Waller says central bank could cut rates as early as July
https://www.cnbc.com/2025/06/20/fed-governor-waller-says-central-bank-could-cut-rates-as-early-as-july.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Forgotten Depression That Explains What’s Happening Today 1116 1116 The Forgotten Depression That Explains What’s Happening Today full 8f31398a-5fb6-40d8-9100-4eff6700e381 https://share.transistor.fm/s/6e341b8f A lot of people, maybe even a majority, find the idea of a two-decade long depression too far-fetched to take seriously. Something like that could never, ever happen. Could it? The problem is most everyone's idea of what a depression is needs to be corrected - another huge piece left missing by Economics. What is a depression? Way too familiar. 

Eurodollar University's Make It Make Cents

NBER Cycle Dates
https://www.nber.org/research/data/us-business-cycle-expansions-and-contractions

NYT Sept 19, 1873
https://timesmachine.nytimes.com/timesmachine/1873/09/19/issue.html

David A. Wells The Economic Disturbances Since 1873
https://en.wikisource.org/wiki/Popular_Science_Monthly/Volume_31/July_1887/The_Economic_Disturbances_Since_1873_I

Henry George Causes of Business Depression
https://bibliotek1.dk/english/by-henry-george/articles-and-speeches/causes-of-business-depression

JM Keynes A Tract on Monetary Reform
https://ia902905.us.archive.org/35/items/tractonmonetaryr0000keyn/tractonmonetaryr0000keyn.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> A lot of people, maybe even a majority, find the idea of a two-decade long depression too far-fetched to take seriously. Something like that could never, ever happen. Could it? The problem is most everyone's idea of what a depression is needs to be corrected - another huge piece left missing by Economics. What is a depression? Way too familiar. 

Eurodollar University's Make It Make Cents

NBER Cycle Dates
https://www.nber.org/research/data/us-business-cycle-expansions-and-contractions

NYT Sept 19, 1873
https://timesmachine.nytimes.com/timesmachine/1873/09/19/issue.html

David A. Wells The Economic Disturbances Since 1873
https://en.wikisource.org/wiki/Popular_Science_Monthly/Volume_31/July_1887/The_Economic_Disturbances_Since_1873_I

Henry George Causes of Business Depression
https://bibliotek1.dk/english/by-henry-george/articles-and-speeches/causes-of-business-depression

JM Keynes A Tract on Monetary Reform
https://ia902905.us.archive.org/35/items/tractonmonetaryr0000keyn/tractonmonetaryr0000keyn.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 22 Jun 2025 11:41:34 -0400 Jeff Snider Jeff Snider 1248 A lot of people, maybe even a majority, find the idea of a two-decade long depression too far-fetched to take seriously. Something like that could never, ever happen. Could it? The problem is most everyone's idea of what a depression is needs to be corrected - another huge piece left missing by Economics. What is a depression? Way too familiar. 

Eurodollar University's Make It Make Cents

NBER Cycle Dates
https://www.nber.org/research/data/us-business-cycle-expansions-and-contractions

NYT Sept 19, 1873
https://timesmachine.nytimes.com/timesmachine/1873/09/19/issue.html

David A. Wells The Economic Disturbances Since 1873
https://en.wikisource.org/wiki/Popular_Science_Monthly/Volume_31/July_1887/The_Economic_Disturbances_Since_1873_I

Henry George Causes of Business Depression
https://bibliotek1.dk/english/by-henry-george/articles-and-speeches/causes-of-business-depression

JM Keynes A Tract on Monetary Reform
https://ia902905.us.archive.org/35/items/tractonmonetaryr0000keyn/tractonmonetaryr0000keyn.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Europe’s Wealthiest Nations Are Quietly Falling Apart 1115 1115 Europe’s Wealthiest Nations Are Quietly Falling Apart full fb7d4cc7-6548-4ec8-b7c7-495c66f72ba2 https://share.transistor.fm/s/fc2f7990 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

It's back. No one wanted it, but it's here. Switzerland is first to revisit this dreaded milestone. Others aren't far behind, including now Sweden. The Swedes are facing exactly the sort of rough circumstances that made the Swiss National Bank take this drastic step. And if you think the Fed's dots have separate the FOMC from all this, look no further than one year ago. 

Eurodollar University's Money & Macro Analysis

SNB Press Release Policy Decision
https://www.snb.ch/en/publications/communication/press-releases-restricted/pre_20250619_2

CNBC International SNB Martin Schlegel
https://www.youtube.com/watch?v=vY2-lrxsJfM

Riksbank Press Release Policy Decision
https://www.riksbank.se/en-gb/press-and-published/notices-and-press-releases/press-releases/2025/policy-rate-is-cut-to-2-per-cent/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

It's back. No one wanted it, but it's here. Switzerland is first to revisit this dreaded milestone. Others aren't far behind, including now Sweden. The Swedes are facing exactly the sort of rough circumstances that made the Swiss National Bank take this drastic step. And if you think the Fed's dots have separate the FOMC from all this, look no further than one year ago. 

Eurodollar University's Money & Macro Analysis

SNB Press Release Policy Decision
https://www.snb.ch/en/publications/communication/press-releases-restricted/pre_20250619_2

CNBC International SNB Martin Schlegel
https://www.youtube.com/watch?v=vY2-lrxsJfM

Riksbank Press Release Policy Decision
https://www.riksbank.se/en-gb/press-and-published/notices-and-press-releases/press-releases/2025/policy-rate-is-cut-to-2-per-cent/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 20 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1246 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

It's back. No one wanted it, but it's here. Switzerland is first to revisit this dreaded milestone. Others aren't far behind, including now Sweden. The Swedes are facing exactly the sort of rough circumstances that made the Swiss National Bank take this drastic step. And if you think the Fed's dots have separate the FOMC from all this, look no further than one year ago. 

Eurodollar University's Money & Macro Analysis

SNB Press Release Policy Decision
https://www.snb.ch/en/publications/communication/press-releases-restricted/pre_20250619_2

CNBC International SNB Martin Schlegel
https://www.youtube.com/watch?v=vY2-lrxsJfM

Riksbank Press Release Policy Decision
https://www.riksbank.se/en-gb/press-and-published/notices-and-press-releases/press-releases/2025/policy-rate-is-cut-to-2-per-cent/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Fed Rate Decision Going Viral, Here's what you MUST Know 1114 1114 Fed Rate Decision Going Viral, Here's what you MUST Know full ca5968f9-5936-4202-a4e2-50ee29ea4d6f https://share.transistor.fm/s/5987c974 The FOMC met today and while predictably there was no rate action, neither the dots nor the downgraded economy were the key takeaways. Chair Powell’s press conference became the perfect example of what the Fed has become. 

What would you say you do here?

Meanwhile, the markets, the economy and T-bills. 

Eurodollar University's Money & Macro Analysis

]]> The FOMC met today and while predictably there was no rate action, neither the dots nor the downgraded economy were the key takeaways. Chair Powell’s press conference became the perfect example of what the Fed has become. 

What would you say you do here?

Meanwhile, the markets, the economy and T-bills. 

Eurodollar University's Money & Macro Analysis

]]> Thu, 19 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1886 The FOMC met today and while predictably there was no rate action, neither the dots nor the downgraded economy were the key takeaways. Chair Powell’s press conference became the perfect example of what the Fed has become. 

What would you say you do here?

Meanwhile, the markets, the economy and T-bills. 

Eurodollar University's Money & Macro Analysis

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Airlines Just Issued a MASSIVE Warning About Consumer Behavior 1113 1113 Airlines Just Issued a MASSIVE Warning About Consumer Behavior full 3d3617ae-ca17-4f9b-aec6-2eb3ac2ec786 https://share.transistor.fm/s/29dd35b7 Struggling airlines grappling with staycations offer insight into consumer behavior. Meanwhile, the government also showed spending on goods (and certain key services) tanked again in May. Even the world's biggest entertainers and their concert tours are suddenly having a hard time. The dreaded pullback keeps getting louder and more confirmed.   

Eurodollar University's Money & Macro Analysis

IATA June 2025
https://www.iata.org/en/pressroom/2025-releases/2025-06-02-01/

Bloomberg Trump Risks US Consumer Discontent With His Tariffs, Poll Shows
https://www.bloomberg.com/news/articles/2025-05-24/trump-risks-us-consumer-discontent-with-his-tariffs-poll-shows

Bloomberg Concert Ticket Prices Are Falling For the First Time in Years
https://www.bloomberg.com/news/newsletters/2025-06-16/concert-ticket-prices-are-falling-for-the-first-time-in-years

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Struggling airlines grappling with staycations offer insight into consumer behavior. Meanwhile, the government also showed spending on goods (and certain key services) tanked again in May. Even the world's biggest entertainers and their concert tours are suddenly having a hard time. The dreaded pullback keeps getting louder and more confirmed.   

Eurodollar University's Money & Macro Analysis

IATA June 2025
https://www.iata.org/en/pressroom/2025-releases/2025-06-02-01/

Bloomberg Trump Risks US Consumer Discontent With His Tariffs, Poll Shows
https://www.bloomberg.com/news/articles/2025-05-24/trump-risks-us-consumer-discontent-with-his-tariffs-poll-shows

Bloomberg Concert Ticket Prices Are Falling For the First Time in Years
https://www.bloomberg.com/news/newsletters/2025-06-16/concert-ticket-prices-are-falling-for-the-first-time-in-years

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 18 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1028 Struggling airlines grappling with staycations offer insight into consumer behavior. Meanwhile, the government also showed spending on goods (and certain key services) tanked again in May. Even the world's biggest entertainers and their concert tours are suddenly having a hard time. The dreaded pullback keeps getting louder and more confirmed.   

Eurodollar University's Money & Macro Analysis

IATA June 2025
https://www.iata.org/en/pressroom/2025-releases/2025-06-02-01/

Bloomberg Trump Risks US Consumer Discontent With His Tariffs, Poll Shows
https://www.bloomberg.com/news/articles/2025-05-24/trump-risks-us-consumer-discontent-with-his-tariffs-poll-shows

Bloomberg Concert Ticket Prices Are Falling For the First Time in Years
https://www.bloomberg.com/news/newsletters/2025-06-16/concert-ticket-prices-are-falling-for-the-first-time-in-years

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Is What a Banking Crisis Looks Like 1112 1112 This Is What a Banking Crisis Looks Like full b92e5848-6ec2-495b-a53a-9adde0dca465 https://share.transistor.fm/s/73174c5a If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Nine months later, China's bazooka has totally flopped. We have all the proof necessary. But the "stimulus" failure is not even the biggest takeaway. The full story behind it starts with banks, detours into massive volatility in Hong Kong, before ending up with zombies. Seriously. 

Eurodollar University's Money & Macro Analysis

Bloomberg Beijing’s Borrowing Drove Credit Growth Despite Weak Loan Demand
https://www.bloomberg.com/news/articles/2025-06-13/china-credit-expansion-new-loans-rose-less-than-expected-in-may

Bloomberg China Forced to Keep Unprofitable Firms Alive to Save Jobs and Avoid Unrest
https://www.bloomberg.com/news/features/2025-06-12/xi-keeps-china-s-unprofitable-businesses-alive-to-save-jobs-and-avoid-unrest

HK HIBOR
https://www.hkab.org.hk/en/rates/hibor

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Nine months later, China's bazooka has totally flopped. We have all the proof necessary. But the "stimulus" failure is not even the biggest takeaway. The full story behind it starts with banks, detours into massive volatility in Hong Kong, before ending up with zombies. Seriously. 

Eurodollar University's Money & Macro Analysis

Bloomberg Beijing’s Borrowing Drove Credit Growth Despite Weak Loan Demand
https://www.bloomberg.com/news/articles/2025-06-13/china-credit-expansion-new-loans-rose-less-than-expected-in-may

Bloomberg China Forced to Keep Unprofitable Firms Alive to Save Jobs and Avoid Unrest
https://www.bloomberg.com/news/features/2025-06-12/xi-keeps-china-s-unprofitable-businesses-alive-to-save-jobs-and-avoid-unrest

HK HIBOR
https://www.hkab.org.hk/en/rates/hibor

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 17 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1229 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Nine months later, China's bazooka has totally flopped. We have all the proof necessary. But the "stimulus" failure is not even the biggest takeaway. The full story behind it starts with banks, detours into massive volatility in Hong Kong, before ending up with zombies. Seriously. 

Eurodollar University's Money & Macro Analysis

Bloomberg Beijing’s Borrowing Drove Credit Growth Despite Weak Loan Demand
https://www.bloomberg.com/news/articles/2025-06-13/china-credit-expansion-new-loans-rose-less-than-expected-in-may

Bloomberg China Forced to Keep Unprofitable Firms Alive to Save Jobs and Avoid Unrest
https://www.bloomberg.com/news/features/2025-06-12/xi-keeps-china-s-unprofitable-businesses-alive-to-save-jobs-and-avoid-unrest

HK HIBOR
https://www.hkab.org.hk/en/rates/hibor

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oil Just Said the Quiet Part Out Loud 1111 1111 Oil Just Said the Quiet Part Out Loud full fcae5647-02de-41ec-9cad-f8bb441ae21c https://share.transistor.fm/s/911467b8 Oil explodes at the worst time imaginable. There is no good time, of course, here in June 2025 the economy is dealing with tariffs, tariff-distortions, not to mention a noticeable amount of fragility already. Is rising oil going to spark the inflation reignition the Fed has been fearing?

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Oil explodes at the worst time imaginable. There is no good time, of course, here in June 2025 the economy is dealing with tariffs, tariff-distortions, not to mention a noticeable amount of fragility already. Is rising oil going to spark the inflation reignition the Fed has been fearing?

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 16 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1107 Oil explodes at the worst time imaginable. There is no good time, of course, here in June 2025 the economy is dealing with tariffs, tariff-distortions, not to mention a noticeable amount of fragility already. Is rising oil going to spark the inflation reignition the Fed has been fearing?

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Everything You’ve Been Told About the Dollar Is Wrong 1110 1110 Everything You’ve Been Told About the Dollar Is Wrong full 71a448c7-50ec-4603-8610-ac1024e6f80d https://share.transistor.fm/s/7dab6343 When did the dollar stop being a dollar? Most people might answer August 15, 1971, but a more accurate answer would be around a hundred years before then. There isn't exact date, just the most consequential evolution no one has ever heard of. The good news is that evolution doesn't stop. 

Eurodollar University's Make It Make Cents

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> When did the dollar stop being a dollar? Most people might answer August 15, 1971, but a more accurate answer would be around a hundred years before then. There isn't exact date, just the most consequential evolution no one has ever heard of. The good news is that evolution doesn't stop. 

Eurodollar University's Make It Make Cents

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 15 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1253 When did the dollar stop being a dollar? Most people might answer August 15, 1971, but a more accurate answer would be around a hundred years before then. There isn't exact date, just the most consequential evolution no one has ever heard of. The good news is that evolution doesn't stop. 

Eurodollar University's Make It Make Cents

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Is the Bond Market Wrong? 1109 1109 Is the Bond Market Wrong? full 9f5bdcc6-d430-409e-95c9-3e4f55f0c8f5 https://share.transistor.fm/s/9a140f38 Why are LT rates rising? Most people say it is the long overdue reckoning. After resisting inflation, the Fed, most of all insane debt levels for years, the chickens have finally come home to roost for longer-dated Treasury notes and bonds. And that would mean the market was wrong about all those factors up until now. What IS happening on the curve?

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Why are LT rates rising? Most people say it is the long overdue reckoning. After resisting inflation, the Fed, most of all insane debt levels for years, the chickens have finally come home to roost for longer-dated Treasury notes and bonds. And that would mean the market was wrong about all those factors up until now. What IS happening on the curve?

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 13 Jun 2025 10:27:17 -0400 Jeff Snider Jeff Snider 1181 Why are LT rates rising? Most people say it is the long overdue reckoning. After resisting inflation, the Fed, most of all insane debt levels for years, the chickens have finally come home to roost for longer-dated Treasury notes and bonds. And that would mean the market was wrong about all those factors up until now. What IS happening on the curve?

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: World Bank Issues DIRE Warning to the World 1108 1108 BREAKING: World Bank Issues DIRE Warning to the World full 5273b957-b83b-4336-b011-04c48e749bda https://share.transistor.fm/s/e38836b5 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Negative downgrades to the world. Negative rates among major bonds already. Negative prices for consumers - here in the United States. The deflationary signals keep picking up. More to the point, all of this adds up to what markets like swaps have been saying for years. And that's the bad news. 

Eurodollar University's Money & Macro Analysis

World Bank 
https://www.worldbank.org/en/publication/global-economic-prospects

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Negative downgrades to the world. Negative rates among major bonds already. Negative prices for consumers - here in the United States. The deflationary signals keep picking up. More to the point, all of this adds up to what markets like swaps have been saying for years. And that's the bad news. 

Eurodollar University's Money & Macro Analysis

World Bank 
https://www.worldbank.org/en/publication/global-economic-prospects

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 12 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1314 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Negative downgrades to the world. Negative rates among major bonds already. Negative prices for consumers - here in the United States. The deflationary signals keep picking up. More to the point, all of this adds up to what markets like swaps have been saying for years. And that's the bad news. 

Eurodollar University's Money & Macro Analysis

World Bank 
https://www.worldbank.org/en/publication/global-economic-prospects

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Is What the Collapse Looks Like 1107 1107 This Is What the Collapse Looks Like full 30dfeb85-05ea-49c1-b191-399df8b43c22 https://share.transistor.fm/s/01a76669 Central bankers are being forced to reckon with their inflation biases which are not standing up to reality. Deflationary consequences are breaking out worldwide, either in the form of increasingly layoff-riddled labor markets or outright price deflation; sometimes both. The global race to the bottom for interest rates is spreading as acknowledgement of economic facts rather than Economics fantasy. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Central bankers are being forced to reckon with their inflation biases which are not standing up to reality. Deflationary consequences are breaking out worldwide, either in the form of increasingly layoff-riddled labor markets or outright price deflation; sometimes both. The global race to the bottom for interest rates is spreading as acknowledgement of economic facts rather than Economics fantasy. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 11 Jun 2025 10:29:23 -0400 Jeff Snider Jeff Snider 1250 Central bankers are being forced to reckon with their inflation biases which are not standing up to reality. Deflationary consequences are breaking out worldwide, either in the form of increasingly layoff-riddled labor markets or outright price deflation; sometimes both. The global race to the bottom for interest rates is spreading as acknowledgement of economic facts rather than Economics fantasy. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe What India’s Central Bank Just Did 1106 1106 You Won’t Believe What India’s Central Bank Just Did full 4c33650d-9fe9-4f57-a639-41fe4c4a46fb https://share.transistor.fm/s/54fc0ab0 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

RBI went full-blown shock and awe. Yet another major global central bank previously fixated on "inflation" abruptly and aggressively joining the race to the bottom. For India, it wasn't  heavy rate cuts this time. Indian Officials said they want to shore up confidence; OK, so how bad is confidence if they fell "shock and awe" is necessary to shore it up?

Eurodollar University's Money & Macro Analysis

BBC India central bank delivers sharp rate cut as growth and inflation fall
https://www.bbc.com/news/articles/c62vdq6g945o

Times of India
https://timesofindia.indiatimes.com/business/india-business/bank-loans-to-nbfcs-slows-sharply/articleshow/121557368.cms

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

RBI went full-blown shock and awe. Yet another major global central bank previously fixated on "inflation" abruptly and aggressively joining the race to the bottom. For India, it wasn't  heavy rate cuts this time. Indian Officials said they want to shore up confidence; OK, so how bad is confidence if they fell "shock and awe" is necessary to shore it up?

Eurodollar University's Money & Macro Analysis

BBC India central bank delivers sharp rate cut as growth and inflation fall
https://www.bbc.com/news/articles/c62vdq6g945o

Times of India
https://timesofindia.indiatimes.com/business/india-business/bank-loans-to-nbfcs-slows-sharply/articleshow/121557368.cms

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 10 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1228 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

RBI went full-blown shock and awe. Yet another major global central bank previously fixated on "inflation" abruptly and aggressively joining the race to the bottom. For India, it wasn't  heavy rate cuts this time. Indian Officials said they want to shore up confidence; OK, so how bad is confidence if they fell "shock and awe" is necessary to shore it up?

Eurodollar University's Money & Macro Analysis

BBC India central bank delivers sharp rate cut as growth and inflation fall
https://www.bbc.com/news/articles/c62vdq6g945o

Times of India
https://timesofindia.indiatimes.com/business/india-business/bank-loans-to-nbfcs-slows-sharply/articleshow/121557368.cms

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Something Really Strange Just Happened to the Bond Market 1105 1105 Something Really Strange Just Happened to the Bond Market full 9c07e769-bc4c-4cd0-a286-4e4c099d5fec https://share.transistor.fm/s/3fe2cea0 ST rates have dropped sharply in the past few weeks, the past few days, in particular. The 4w Treasury bill now yields less than IOR, repo, even the Fed's RRP "floor." That's not all: the 3m10s spread has reinverted again. At the same time another major central bank just hit the panic button, going with a 50-bps cut only a few months after getting started. Where is this all heading? Not in Jay's direction.

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> ST rates have dropped sharply in the past few weeks, the past few days, in particular. The 4w Treasury bill now yields less than IOR, repo, even the Fed's RRP "floor." That's not all: the 3m10s spread has reinverted again. At the same time another major central bank just hit the panic button, going with a 50-bps cut only a few months after getting started. Where is this all heading? Not in Jay's direction.

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 09 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1235 ST rates have dropped sharply in the past few weeks, the past few days, in particular. The 4w Treasury bill now yields less than IOR, repo, even the Fed's RRP "floor." That's not all: the 3m10s spread has reinverted again. At the same time another major central bank just hit the panic button, going with a 50-bps cut only a few months after getting started. Where is this all heading? Not in Jay's direction.

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No URGENT: The Labor Market Just Broke 1104 1104 URGENT: The Labor Market Just Broke full 57b95aca-62e0-444a-817d-34bf96f69893 https://share.transistor.fm/s/f4d63455 The payroll estimates for May were a total mess. The headline was weak, revisions make it totally unreliable anyway, and it only gets worse from there. A lot worse. The labor market is breaking down and it's getting uncomfortable and dangerous.

]]> The payroll estimates for May were a total mess. The headline was weak, revisions make it totally unreliable anyway, and it only gets worse from there. A lot worse. The labor market is breaking down and it's getting uncomfortable and dangerous.

]]> Sun, 08 Jun 2025 17:38:11 -0400 Jeff Snider Jeff Snider 1629 The payroll estimates for May were a total mess. The headline was weak, revisions make it totally unreliable anyway, and it only gets worse from there. A lot worse. The labor market is breaking down and it's getting uncomfortable and dangerous.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No While EVERYONE'S Distracted by Trump and Elon, the ECB Just SHOCKED the World 1103 1103 While EVERYONE'S Distracted by Trump and Elon, the ECB Just SHOCKED the World full 5e37f9ac-742c-4244-84b9-080a88bbc266 https://share.transistor.fm/s/5db9db33 Eight times now. The ECB is trying to say it might be one now, yet no one is listening least of all the economy. What everyone really wants to know is, when is the Fed going to follow along? In addition to all these other central banks acting, the latest reports from the Fed itself show that rejoining the global rate race might be a lot closer than everyone thinks. 

Eurodollar University's Money & Macro Analysis

ECB Press Conference Statement 
https://www.ecb.europa.eu/press/press_conference/monetary-policy-statement/2025/html/ecb.is250605~f00a36ef2b.en.html

Bloomberg US Initial Jobless Claims Rise to Highest Level Since October
https://www.bloomberg.com/news/articles/2025-06-05/us-initial-jobless-claims-rise-to-highest-level-since-october

Fed Beige Book May 2025
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20250604.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eight times now. The ECB is trying to say it might be one now, yet no one is listening least of all the economy. What everyone really wants to know is, when is the Fed going to follow along? In addition to all these other central banks acting, the latest reports from the Fed itself show that rejoining the global rate race might be a lot closer than everyone thinks. 

Eurodollar University's Money & Macro Analysis

ECB Press Conference Statement 
https://www.ecb.europa.eu/press/press_conference/monetary-policy-statement/2025/html/ecb.is250605~f00a36ef2b.en.html

Bloomberg US Initial Jobless Claims Rise to Highest Level Since October
https://www.bloomberg.com/news/articles/2025-06-05/us-initial-jobless-claims-rise-to-highest-level-since-october

Fed Beige Book May 2025
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20250604.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 06 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1246 Eight times now. The ECB is trying to say it might be one now, yet no one is listening least of all the economy. What everyone really wants to know is, when is the Fed going to follow along? In addition to all these other central banks acting, the latest reports from the Fed itself show that rejoining the global rate race might be a lot closer than everyone thinks. 

Eurodollar University's Money & Macro Analysis

ECB Press Conference Statement 
https://www.ecb.europa.eu/press/press_conference/monetary-policy-statement/2025/html/ecb.is250605~f00a36ef2b.en.html

Bloomberg US Initial Jobless Claims Rise to Highest Level Since October
https://www.bloomberg.com/news/articles/2025-06-05/us-initial-jobless-claims-rise-to-highest-level-since-october

Fed Beige Book May 2025
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20250604.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WARNING: ADP Job Numbers Revised MASSIVELY Down 1102 1102 WARNING: ADP Job Numbers Revised MASSIVELY Down full 79e3e21c-94c0-453c-8b84-435cf973fa8e https://share.transistor.fm/s/687394d2 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

For a week when the labor market and its data are in the bright, blaring spotlight, it did NOT get off to a good start. Not only ADP, also ISM. Both together showed the economy continued losing momentum and vitality in May - even with tariff delays and a stock market rebound. Both ended p with some of the worst numbers for each in years. 

Eurodollar University's Money & Macro Analysis

ADP May 2025
https://adpemploymentreport.com/

Bloomberg US Hiring Cools to Slowest Pace in Two Years, ADP Data Show
https://www.bloomberg.com/news/articles/2025-06-04/us-hiring-falls-to-slowest-pace-in-two-years-adp-data-show

Bloomberg US Services Activity Contracts for First Time in Nearly a Yearhttps://www.bloomberg.com/news/articles/2025-06-04/us-services-activity-contracts-for-first-time-in-nearly-a-year

CNBC Trump says ‘Too Late’ Powell must lower interest rates after weak ADP jobs report
https://www.cnbc.com/2025/06/04/trump-powell-adp-jobs.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

For a week when the labor market and its data are in the bright, blaring spotlight, it did NOT get off to a good start. Not only ADP, also ISM. Both together showed the economy continued losing momentum and vitality in May - even with tariff delays and a stock market rebound. Both ended p with some of the worst numbers for each in years. 

Eurodollar University's Money & Macro Analysis

ADP May 2025
https://adpemploymentreport.com/

Bloomberg US Hiring Cools to Slowest Pace in Two Years, ADP Data Show
https://www.bloomberg.com/news/articles/2025-06-04/us-hiring-falls-to-slowest-pace-in-two-years-adp-data-show

Bloomberg US Services Activity Contracts for First Time in Nearly a Yearhttps://www.bloomberg.com/news/articles/2025-06-04/us-services-activity-contracts-for-first-time-in-nearly-a-year

CNBC Trump says ‘Too Late’ Powell must lower interest rates after weak ADP jobs report
https://www.cnbc.com/2025/06/04/trump-powell-adp-jobs.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 05 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1305 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

For a week when the labor market and its data are in the bright, blaring spotlight, it did NOT get off to a good start. Not only ADP, also ISM. Both together showed the economy continued losing momentum and vitality in May - even with tariff delays and a stock market rebound. Both ended p with some of the worst numbers for each in years. 

Eurodollar University's Money & Macro Analysis

ADP May 2025
https://adpemploymentreport.com/

Bloomberg US Hiring Cools to Slowest Pace in Two Years, ADP Data Show
https://www.bloomberg.com/news/articles/2025-06-04/us-hiring-falls-to-slowest-pace-in-two-years-adp-data-show

Bloomberg US Services Activity Contracts for First Time in Nearly a Yearhttps://www.bloomberg.com/news/articles/2025-06-04/us-services-activity-contracts-for-first-time-in-nearly-a-year

CNBC Trump says ‘Too Late’ Powell must lower interest rates after weak ADP jobs report
https://www.cnbc.com/2025/06/04/trump-powell-adp-jobs.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Is What An Economic Collapse Actually Looks Like 1101 1101 This Is What An Economic Collapse Actually Looks Like full fa5a8810-08cd-4572-b9f1-5cbe4c50981f https://share.transistor.fm/s/e113e988 Why are swap spreads today as negative as they had been in the worst parts of April? Why is Swiss franc nearly as strong? Consumer prices undershooting and even turning negative offer a bigtime clue. As does the latest from Chinese and American factories. It’s not one big thing like April, it’s all the little things which keep coming up and piling on. 

Eurodollar University's Money & Macro Analysis

Bloomberg Swiss Inflation Turns Negative for First Time in Four Years
https://www.bloomberg.com/news/articles/2025-06-03/swiss-inflation-turns-negative-for-first-time-in-four-years

Bloomberg Euro-Zone Inflation Slows Below 2%, Backing More ECB Cuts
https://www.bloomberg.com/news/articles/2025-06-03/euro-zone-inflation-slows-below-2-backing-more-ecb-rate-cuts

Bloomberg RBA’s Hunter Sees US Tariffs Dragging on Australian Growth, Jobs
https://www.bloomberg.com/news/articles/2025-06-03/rba-s-hunter-sees-us-tariffs-dragging-on-australian-growth-jobs

OECD Economic Outlook, Volume 2025 Issue 1
https://www.oecd.org/en/publications/oecd-economic-outlook-volume-2025-issue-1_83363382-en.html

CNBC U.S. growth forecast cut sharply by OECD as Trump tariffs sour global outlook
https://www.cnbc.com/2025/06/03/us-growth-forecast-cut-further-by-oecd-as-trump-tariffs-sour-outlook.html

Bloomberg China’s Private Factory Gauge Plunges to Weakest Since 2022
https://www.bloomberg.com/news/articles/2025-06-03/china-private-factory-gauge-unexpectedly-shrinks-after-us-truce

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Why are swap spreads today as negative as they had been in the worst parts of April? Why is Swiss franc nearly as strong? Consumer prices undershooting and even turning negative offer a bigtime clue. As does the latest from Chinese and American factories. It’s not one big thing like April, it’s all the little things which keep coming up and piling on. 

Eurodollar University's Money & Macro Analysis

Bloomberg Swiss Inflation Turns Negative for First Time in Four Years
https://www.bloomberg.com/news/articles/2025-06-03/swiss-inflation-turns-negative-for-first-time-in-four-years

Bloomberg Euro-Zone Inflation Slows Below 2%, Backing More ECB Cuts
https://www.bloomberg.com/news/articles/2025-06-03/euro-zone-inflation-slows-below-2-backing-more-ecb-rate-cuts

Bloomberg RBA’s Hunter Sees US Tariffs Dragging on Australian Growth, Jobs
https://www.bloomberg.com/news/articles/2025-06-03/rba-s-hunter-sees-us-tariffs-dragging-on-australian-growth-jobs

OECD Economic Outlook, Volume 2025 Issue 1
https://www.oecd.org/en/publications/oecd-economic-outlook-volume-2025-issue-1_83363382-en.html

CNBC U.S. growth forecast cut sharply by OECD as Trump tariffs sour global outlook
https://www.cnbc.com/2025/06/03/us-growth-forecast-cut-further-by-oecd-as-trump-tariffs-sour-outlook.html

Bloomberg China’s Private Factory Gauge Plunges to Weakest Since 2022
https://www.bloomberg.com/news/articles/2025-06-03/china-private-factory-gauge-unexpectedly-shrinks-after-us-truce

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 04 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1310 Why are swap spreads today as negative as they had been in the worst parts of April? Why is Swiss franc nearly as strong? Consumer prices undershooting and even turning negative offer a bigtime clue. As does the latest from Chinese and American factories. It’s not one big thing like April, it’s all the little things which keep coming up and piling on. 

Eurodollar University's Money & Macro Analysis

Bloomberg Swiss Inflation Turns Negative for First Time in Four Years
https://www.bloomberg.com/news/articles/2025-06-03/swiss-inflation-turns-negative-for-first-time-in-four-years

Bloomberg Euro-Zone Inflation Slows Below 2%, Backing More ECB Cuts
https://www.bloomberg.com/news/articles/2025-06-03/euro-zone-inflation-slows-below-2-backing-more-ecb-rate-cuts

Bloomberg RBA’s Hunter Sees US Tariffs Dragging on Australian Growth, Jobs
https://www.bloomberg.com/news/articles/2025-06-03/rba-s-hunter-sees-us-tariffs-dragging-on-australian-growth-jobs

OECD Economic Outlook, Volume 2025 Issue 1
https://www.oecd.org/en/publications/oecd-economic-outlook-volume-2025-issue-1_83363382-en.html

CNBC U.S. growth forecast cut sharply by OECD as Trump tariffs sour global outlook
https://www.cnbc.com/2025/06/03/us-growth-forecast-cut-further-by-oecd-as-trump-tariffs-sour-outlook.html

Bloomberg China’s Private Factory Gauge Plunges to Weakest Since 2022
https://www.bloomberg.com/news/articles/2025-06-03/china-private-factory-gauge-unexpectedly-shrinks-after-us-truce

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oh No, European Banks Are Doing Something REALLY Weird 1100 1100 Oh No, European Banks Are Doing Something REALLY Weird full 58073d40-a891-4c88-9c8c-8e8a668375ba https://share.transistor.fm/s/6ce93064 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Several more countries around the world are reporting contractions in GDP even before getting to trade wars and any tariff impacts. The latest cluster around Scandinavia and have European banks overall behaving in very curious ways. So much so, the typically hands-off ECB is writing letters to them and threatening on-site visits to get some answers before the economy really takes its turn. 

Eurodollar University's Money & Macro Analysis

Bloomberg Sweden’s Surprise Economic Contraction Boosts Rate Cut Odds
https://www.bloomberg.com/news/articles/2025-05-30/swedish-economy-unexpectedly-shrinks-weighed-down-by-investment

Bloomberg ECB Steps Up Scrutiny of Banks’ Exposure to Private Markets
https://www.bloomberg.com/news/articles/2025-05-30/ecb-intensifies-scrutiny-of-banks-exposure-to-private-markets

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Several more countries around the world are reporting contractions in GDP even before getting to trade wars and any tariff impacts. The latest cluster around Scandinavia and have European banks overall behaving in very curious ways. So much so, the typically hands-off ECB is writing letters to them and threatening on-site visits to get some answers before the economy really takes its turn. 

Eurodollar University's Money & Macro Analysis

Bloomberg Sweden’s Surprise Economic Contraction Boosts Rate Cut Odds
https://www.bloomberg.com/news/articles/2025-05-30/swedish-economy-unexpectedly-shrinks-weighed-down-by-investment

Bloomberg ECB Steps Up Scrutiny of Banks’ Exposure to Private Markets
https://www.bloomberg.com/news/articles/2025-05-30/ecb-intensifies-scrutiny-of-banks-exposure-to-private-markets

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 03 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1287 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Several more countries around the world are reporting contractions in GDP even before getting to trade wars and any tariff impacts. The latest cluster around Scandinavia and have European banks overall behaving in very curious ways. So much so, the typically hands-off ECB is writing letters to them and threatening on-site visits to get some answers before the economy really takes its turn. 

Eurodollar University's Money & Macro Analysis

Bloomberg Sweden’s Surprise Economic Contraction Boosts Rate Cut Odds
https://www.bloomberg.com/news/articles/2025-05-30/swedish-economy-unexpectedly-shrinks-weighed-down-by-investment

Bloomberg ECB Steps Up Scrutiny of Banks’ Exposure to Private Markets
https://www.bloomberg.com/news/articles/2025-05-30/ecb-intensifies-scrutiny-of-banks-exposure-to-private-markets

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Texas Gives MASSIVE Warning Of Consumer Behavior 1099 1099 BREAKING: Texas Gives MASSIVE Warning Of Consumer Behavior full 6351aa3e-88b9-4166-bc84-f2d45c0d8218 https://share.transistor.fm/s/fcf92f87 Texas Just Sent a Warning Shot to the Rest of the U.S. Economy

Consumer spending in Texas has collapsed, and the data from the Dallas Fed is worse than anyone expected. Retail sales activity fell off a cliff in May, hitting levels not seen since April 2020. Inventories are piling up, work hours are being slashed, and employers are cutting back.

Is this just a Texas problem… or is it the first sign of a nationwide consumer retrenchment?

In this video, we break down the shocking data, why it matters, and how it could ripple across the entire U.S. economy in the months ahead.

If the U.S. consumer breaks, it’s game over.

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Texas Just Sent a Warning Shot to the Rest of the U.S. Economy

Consumer spending in Texas has collapsed, and the data from the Dallas Fed is worse than anyone expected. Retail sales activity fell off a cliff in May, hitting levels not seen since April 2020. Inventories are piling up, work hours are being slashed, and employers are cutting back.

Is this just a Texas problem… or is it the first sign of a nationwide consumer retrenchment?

In this video, we break down the shocking data, why it matters, and how it could ripple across the entire U.S. economy in the months ahead.

If the U.S. consumer breaks, it’s game over.

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 02 Jun 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1181 Texas Just Sent a Warning Shot to the Rest of the U.S. Economy

Consumer spending in Texas has collapsed, and the data from the Dallas Fed is worse than anyone expected. Retail sales activity fell off a cliff in May, hitting levels not seen since April 2020. Inventories are piling up, work hours are being slashed, and employers are cutting back.

Is this just a Texas problem… or is it the first sign of a nationwide consumer retrenchment?

In this video, we break down the shocking data, why it matters, and how it could ripple across the entire U.S. economy in the months ahead.

If the U.S. consumer breaks, it’s game over.

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Truth About the Dollar They DON’T Want You to Know 1098 1098 The Truth About the Dollar They DON’T Want You to Know full b0234bc5-4f53-4b5f-9998-74ef8a3b3aef https://share.transistor.fm/s/cde6a6f4 Everyone's favorite topic, yet there is little factually correct information floating around the internet or social media. You can't understand the dollar's position until you realize it's actually the eurodollar you're really talking about. And that means reserve currency, and hardly anyone knows what that truly means or involves. Until now. 

Eurodollar University's Make It Make Cents

FOMC Minutes December 1963
https://www.federalreserve.gov/monetarypolicy/files/fomchistmin19631217.pdf

FOMC Transcript Feb 1998
https://www.federalreserve.gov/monetarypolicy/files/FOMC19980204meeting.pdf

BIS 1964 34th Annual Report
https://www.bis.org/publ/arpdf/archive/ar1964_en.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Everyone's favorite topic, yet there is little factually correct information floating around the internet or social media. You can't understand the dollar's position until you realize it's actually the eurodollar you're really talking about. And that means reserve currency, and hardly anyone knows what that truly means or involves. Until now. 

Eurodollar University's Make It Make Cents

FOMC Minutes December 1963
https://www.federalreserve.gov/monetarypolicy/files/fomchistmin19631217.pdf

FOMC Transcript Feb 1998
https://www.federalreserve.gov/monetarypolicy/files/FOMC19980204meeting.pdf

BIS 1964 34th Annual Report
https://www.bis.org/publ/arpdf/archive/ar1964_en.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 01 Jun 2025 11:17:14 -0400 Jeff Snider Jeff Snider 1305 Everyone's favorite topic, yet there is little factually correct information floating around the internet or social media. You can't understand the dollar's position until you realize it's actually the eurodollar you're really talking about. And that means reserve currency, and hardly anyone knows what that truly means or involves. Until now. 

Eurodollar University's Make It Make Cents

FOMC Minutes December 1963
https://www.federalreserve.gov/monetarypolicy/files/fomchistmin19631217.pdf

FOMC Transcript Feb 1998
https://www.federalreserve.gov/monetarypolicy/files/FOMC19980204meeting.pdf

BIS 1964 34th Annual Report
https://www.bis.org/publ/arpdf/archive/ar1964_en.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe What South Korea’s Central Bank Just Did 1097 1097 You Won’t Believe What South Korea’s Central Bank Just Did full b1e770e2-0efb-42c5-af37-19e116718cb4 https://share.transistor.fm/s/e925abb2 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

South Korea had been on the side of the Fed, sticking with interest rates opting to see about trade war "uncertainty" before doing anything. That lasted all of four weeks. The list of central banks able to sit by and watch CPI has thinned down to just the one Mr. Powell runs. And the update to Q1 GDP in the US holds the key as to why.

Eurodollar University's Money & Macro Analysis

Bloomberg Bank of Korea Flags More Rate Cuts to Come as Tariffs Hit Growth
https://www.bloomberg.com/news/articles/2025-05-29/bok-cuts-rate-to-cushion-economy-from-tariffs-political-turmoil

CNBC Bank of Korea lowers interest rates for the fourth time, flags more cuts ahead
https://www.cnbc.com/2025/05/29/south-korea-central-bank-cuts-interest-rates-.html

ChosunBiz Bank of Korea lowers interest rate to 2.50%, signals possibility of further cuts
https://biz.chosun.com/en/en-policy/2025/05/29/E5KPW2LQYFGPRF5EM5G3RUM4XQ/

Bloomberg Banxico Sees Growth of 0.1% This Year, Rules Out Recession
https://www.bloomberg.com/news/articles/2025-05-29/bank-lending-to-private-credit-funds-swells-145-in-five-years


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

South Korea had been on the side of the Fed, sticking with interest rates opting to see about trade war "uncertainty" before doing anything. That lasted all of four weeks. The list of central banks able to sit by and watch CPI has thinned down to just the one Mr. Powell runs. And the update to Q1 GDP in the US holds the key as to why.

Eurodollar University's Money & Macro Analysis

Bloomberg Bank of Korea Flags More Rate Cuts to Come as Tariffs Hit Growth
https://www.bloomberg.com/news/articles/2025-05-29/bok-cuts-rate-to-cushion-economy-from-tariffs-political-turmoil

CNBC Bank of Korea lowers interest rates for the fourth time, flags more cuts ahead
https://www.cnbc.com/2025/05/29/south-korea-central-bank-cuts-interest-rates-.html

ChosunBiz Bank of Korea lowers interest rate to 2.50%, signals possibility of further cuts
https://biz.chosun.com/en/en-policy/2025/05/29/E5KPW2LQYFGPRF5EM5G3RUM4XQ/

Bloomberg Banxico Sees Growth of 0.1% This Year, Rules Out Recession
https://www.bloomberg.com/news/articles/2025-05-29/bank-lending-to-private-credit-funds-swells-145-in-five-years


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 30 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1335 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

South Korea had been on the side of the Fed, sticking with interest rates opting to see about trade war "uncertainty" before doing anything. That lasted all of four weeks. The list of central banks able to sit by and watch CPI has thinned down to just the one Mr. Powell runs. And the update to Q1 GDP in the US holds the key as to why.

Eurodollar University's Money & Macro Analysis

Bloomberg Bank of Korea Flags More Rate Cuts to Come as Tariffs Hit Growth
https://www.bloomberg.com/news/articles/2025-05-29/bok-cuts-rate-to-cushion-economy-from-tariffs-political-turmoil

CNBC Bank of Korea lowers interest rates for the fourth time, flags more cuts ahead
https://www.cnbc.com/2025/05/29/south-korea-central-bank-cuts-interest-rates-.html

ChosunBiz Bank of Korea lowers interest rate to 2.50%, signals possibility of further cuts
https://biz.chosun.com/en/en-policy/2025/05/29/E5KPW2LQYFGPRF5EM5G3RUM4XQ/

Bloomberg Banxico Sees Growth of 0.1% This Year, Rules Out Recession
https://www.bloomberg.com/news/articles/2025-05-29/bank-lending-to-private-credit-funds-swells-145-in-five-years


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Global Economy Just Flipped (Mass Layoffs Have Begun) 1096 1096 The Global Economy Just Flipped (Mass Layoffs Have Begun) full 9fda094e-a69b-4a67-abfb-7dc36b6f3daf https://share.transistor.fm/s/6fc2ad0f If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Germany. France. New Zealand. Singapore. ECB. Rising unemployment. Falling employment. Lowering interest rates. Technical recession. Historically low territory up next. There is almost no one left in the official world in the same thinking as the Fed as the world more clearly and completely tilts against "inflation."

Eurodollar University's Money & Macro Analysis

WSJ Germany’s Jobless Numbers Tick Higher
https://www.wsj.com/economy/central-banking/germanys-jobless-numbers-tick-higher-27a99b18

Le Monde France's great consumption slump
https://www.lemonde.fr/en/economy/article/2024/10/10/france-s-great-consumption-slump_6728864_19.html

Bloomberg ECB Faces Greater Risk Inflation Will Undershoot 2%, Simkus Says
https://www.bloomberg.com/news/articles/2025-05-26/ecb-faces-greater-risk-inflation-will-undershoot-2-simkus-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Germany. France. New Zealand. Singapore. ECB. Rising unemployment. Falling employment. Lowering interest rates. Technical recession. Historically low territory up next. There is almost no one left in the official world in the same thinking as the Fed as the world more clearly and completely tilts against "inflation."

Eurodollar University's Money & Macro Analysis

WSJ Germany’s Jobless Numbers Tick Higher
https://www.wsj.com/economy/central-banking/germanys-jobless-numbers-tick-higher-27a99b18

Le Monde France's great consumption slump
https://www.lemonde.fr/en/economy/article/2024/10/10/france-s-great-consumption-slump_6728864_19.html

Bloomberg ECB Faces Greater Risk Inflation Will Undershoot 2%, Simkus Says
https://www.bloomberg.com/news/articles/2025-05-26/ecb-faces-greater-risk-inflation-will-undershoot-2-simkus-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 29 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1278 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Germany. France. New Zealand. Singapore. ECB. Rising unemployment. Falling employment. Lowering interest rates. Technical recession. Historically low territory up next. There is almost no one left in the official world in the same thinking as the Fed as the world more clearly and completely tilts against "inflation."

Eurodollar University's Money & Macro Analysis

WSJ Germany’s Jobless Numbers Tick Higher
https://www.wsj.com/economy/central-banking/germanys-jobless-numbers-tick-higher-27a99b18

Le Monde France's great consumption slump
https://www.lemonde.fr/en/economy/article/2024/10/10/france-s-great-consumption-slump_6728864_19.html

Bloomberg ECB Faces Greater Risk Inflation Will Undershoot 2%, Simkus Says
https://www.bloomberg.com/news/articles/2025-05-26/ecb-faces-greater-risk-inflation-will-undershoot-2-simkus-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Australian Central Bank Just Sent a MASSIVE Warning to the World 1095 1095 Australian Central Bank Just Sent a MASSIVE Warning to the World full f8383077-31a9-45a6-ac5f-63485bbaea65 https://share.transistor.fm/s/c6d80375 The Reserve Bank of Australia had resisted cutting rates, being the last major central bank to do so. This week, RBA not only cut again officials confirmed discussing a fifty. Plus the Swedes, who were supposed to have been done, are back at it again. Race to the bottom heats up again.

Eurodollar University's conversation w/Steve Van Metre

Bloomberg RBA Ready to Respond If Needed to Trade Shock, Hauser Says
https://www.bloomberg.com/news/articles/2025-05-22/rba-s-hauser-sees-us-china-trade-dispute-aiding-australian-firms

S&P Global Eurozone PMIs May 2025
https://www.pmi.spglobal.com/Public/Home/PressRelease/f4672a7ff89744e096c5e9497d2e5362

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Reserve Bank of Australia had resisted cutting rates, being the last major central bank to do so. This week, RBA not only cut again officials confirmed discussing a fifty. Plus the Swedes, who were supposed to have been done, are back at it again. Race to the bottom heats up again.

Eurodollar University's conversation w/Steve Van Metre

Bloomberg RBA Ready to Respond If Needed to Trade Shock, Hauser Says
https://www.bloomberg.com/news/articles/2025-05-22/rba-s-hauser-sees-us-china-trade-dispute-aiding-australian-firms

S&P Global Eurozone PMIs May 2025
https://www.pmi.spglobal.com/Public/Home/PressRelease/f4672a7ff89744e096c5e9497d2e5362

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 29 May 2025 00:14:52 -0400 Jeff Snider Jeff Snider 1097 The Reserve Bank of Australia had resisted cutting rates, being the last major central bank to do so. This week, RBA not only cut again officials confirmed discussing a fifty. Plus the Swedes, who were supposed to have been done, are back at it again. Race to the bottom heats up again.

Eurodollar University's conversation w/Steve Van Metre

Bloomberg RBA Ready to Respond If Needed to Trade Shock, Hauser Says
https://www.bloomberg.com/news/articles/2025-05-22/rba-s-hauser-sees-us-china-trade-dispute-aiding-australian-firms

S&P Global Eurozone PMIs May 2025
https://www.pmi.spglobal.com/Public/Home/PressRelease/f4672a7ff89744e096c5e9497d2e5362

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Fed Is About to Cut Rates, Here’s What They’re NOT Telling You 1094 1094 The Fed Is About to Cut Rates, Here’s What They’re NOT Telling You full b8cf3126-63d4-4742-a477-353d88c48beb https://share.transistor.fm/s/afb0349c The economy weakens and everyone looks to the Fed or any central bank to cut policy rates. But why? They call it stimulus but the real reason is nothing you've ever heard. In fact, Fed officials intentionally lied for decades to keep this quiet. You don't have to take my word for it; hear it from the maestro's mouth as we go down the rabbit hole of interest rates. 

Eurodollar University's Make it Make Cents

FOMC March 1991
https://www.federalreserve.gov/monetarypolicy/files/FOMC19910326meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The economy weakens and everyone looks to the Fed or any central bank to cut policy rates. But why? They call it stimulus but the real reason is nothing you've ever heard. In fact, Fed officials intentionally lied for decades to keep this quiet. You don't have to take my word for it; hear it from the maestro's mouth as we go down the rabbit hole of interest rates. 

Eurodollar University's Make it Make Cents

FOMC March 1991
https://www.federalreserve.gov/monetarypolicy/files/FOMC19910326meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 26 May 2025 00:00:37 -0400 Jeff Snider Jeff Snider 1252 The economy weakens and everyone looks to the Fed or any central bank to cut policy rates. But why? They call it stimulus but the real reason is nothing you've ever heard. In fact, Fed officials intentionally lied for decades to keep this quiet. You don't have to take my word for it; hear it from the maestro's mouth as we go down the rabbit hole of interest rates. 

Eurodollar University's Make it Make Cents

FOMC March 1991
https://www.federalreserve.gov/monetarypolicy/files/FOMC19910326meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No URGENT: The Bond Market JUST Flashed a MAJOR Warning 1093 1093 URGENT: The Bond Market JUST Flashed a MAJOR Warning full 364fe05e-2004-46bb-aecb-60ce0ee96ba6 https://share.transistor.fm/s/aa2640c6 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

LT rates are up and you know what that means: get ready for a flood of claims deficits suddenly now matter. They don't (sadly), at least not for bonds, and we know they don't because not all the yield curve maturities are seeing selling. The one spot on the curve you always want to watch is sending another major warning, and it isn't too many Treasuries. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

LT rates are up and you know what that means: get ready for a flood of claims deficits suddenly now matter. They don't (sadly), at least not for bonds, and we know they don't because not all the yield curve maturities are seeing selling. The one spot on the curve you always want to watch is sending another major warning, and it isn't too many Treasuries. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 23 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1268 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

LT rates are up and you know what that means: get ready for a flood of claims deficits suddenly now matter. They don't (sadly), at least not for bonds, and we know they don't because not all the yield curve maturities are seeing selling. The one spot on the curve you always want to watch is sending another major warning, and it isn't too many Treasuries. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe What Global Banks JUST Did 1092 1092 You Won’t Believe What Global Banks JUST Did full bfb76647-e24e-410f-9814-7a1ac627a75d https://share.transistor.fm/s/c6b51228 We have more confirmation of a huge and unusual rise in bank lending to this offshore category. It parallels other similar corroboration which raises several thorny issues, leaving us with two broad interpretations for what this really means. With new data becoming available, it raises the stakes for a possible next time. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> We have more confirmation of a huge and unusual rise in bank lending to this offshore category. It parallels other similar corroboration which raises several thorny issues, leaving us with two broad interpretations for what this really means. With new data becoming available, it raises the stakes for a possible next time. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 22 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1267 We have more confirmation of a huge and unusual rise in bank lending to this offshore category. It parallels other similar corroboration which raises several thorny issues, leaving us with two broad interpretations for what this really means. With new data becoming available, it raises the stakes for a possible next time. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe What the Swiss Central Bank Just Said 1091 1091 You Won’t Believe What the Swiss Central Bank Just Said full 4a0e8a67-c540-438d-8df3-7749b797f5bd https://share.transistor.fm/s/c870d653 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

While we wait to see if the Swiss National Bank opts for zero or negative policy rates next month, its chief Martin Schlegel had a lot to say yesterday about a range of topics, including negative prices, Treasury bonds, and global risks. Jamie Dimon then today chimed in today cautioning that stocks and risk markets are ready for heightened credit risks. One reason why is volatility in repo, where TIC data shows a huge increasing in offshore resales heading into everything April. 

Eurodollar University's Money & Macro Analysis

Bloomberg Dimon Warns Markets Are Underestimating Geopolitical, Inflation Risks
https://www.bloomberg.com/news/articles/2025-05-19/jpmorgan-s-dimon-warns-against-complacency-amid-mounting-risks

Bloomberg Swiss Inflation Risks Falling Below Zero in Individual Months This Year, Schlegel Says
https://www.bloomberg.com/news/articles/2025-05-19/snb-chief-sees-subzero-inflation-in-individual-months-this-year

Bloomberg SNB President Schlegel Sees No Alternative to US Treasuries
https://www.bloomberg.com/news/articles/2025-05-19/snb-president-schlegel-sees-no-alternative-to-us-treasuries

Bloomberg Singapore Central Bank Chief Says US Dollar Assets Irreplaceable
https://www.bloomberg.com/news/articles/2025-05-20/singapore-central-bank-chief-says-us-dollar-assets-irreplaceable

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

While we wait to see if the Swiss National Bank opts for zero or negative policy rates next month, its chief Martin Schlegel had a lot to say yesterday about a range of topics, including negative prices, Treasury bonds, and global risks. Jamie Dimon then today chimed in today cautioning that stocks and risk markets are ready for heightened credit risks. One reason why is volatility in repo, where TIC data shows a huge increasing in offshore resales heading into everything April. 

Eurodollar University's Money & Macro Analysis

Bloomberg Dimon Warns Markets Are Underestimating Geopolitical, Inflation Risks
https://www.bloomberg.com/news/articles/2025-05-19/jpmorgan-s-dimon-warns-against-complacency-amid-mounting-risks

Bloomberg Swiss Inflation Risks Falling Below Zero in Individual Months This Year, Schlegel Says
https://www.bloomberg.com/news/articles/2025-05-19/snb-chief-sees-subzero-inflation-in-individual-months-this-year

Bloomberg SNB President Schlegel Sees No Alternative to US Treasuries
https://www.bloomberg.com/news/articles/2025-05-19/snb-president-schlegel-sees-no-alternative-to-us-treasuries

Bloomberg Singapore Central Bank Chief Says US Dollar Assets Irreplaceable
https://www.bloomberg.com/news/articles/2025-05-20/singapore-central-bank-chief-says-us-dollar-assets-irreplaceable

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 21 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1224 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

While we wait to see if the Swiss National Bank opts for zero or negative policy rates next month, its chief Martin Schlegel had a lot to say yesterday about a range of topics, including negative prices, Treasury bonds, and global risks. Jamie Dimon then today chimed in today cautioning that stocks and risk markets are ready for heightened credit risks. One reason why is volatility in repo, where TIC data shows a huge increasing in offshore resales heading into everything April. 

Eurodollar University's Money & Macro Analysis

Bloomberg Dimon Warns Markets Are Underestimating Geopolitical, Inflation Risks
https://www.bloomberg.com/news/articles/2025-05-19/jpmorgan-s-dimon-warns-against-complacency-amid-mounting-risks

Bloomberg Swiss Inflation Risks Falling Below Zero in Individual Months This Year, Schlegel Says
https://www.bloomberg.com/news/articles/2025-05-19/snb-chief-sees-subzero-inflation-in-individual-months-this-year

Bloomberg SNB President Schlegel Sees No Alternative to US Treasuries
https://www.bloomberg.com/news/articles/2025-05-19/snb-president-schlegel-sees-no-alternative-to-us-treasuries

Bloomberg Singapore Central Bank Chief Says US Dollar Assets Irreplaceable
https://www.bloomberg.com/news/articles/2025-05-20/singapore-central-bank-chief-says-us-dollar-assets-irreplaceable

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No URGENT: U.S. Credit Debt Just Got Downgraded, Is a Crash Next?In a late Friday news dump, Moody's announced it had downgraded U.S. federal government debt. The news sparked a selloff in Treasuries, at least initially. What are the implications for bonds or the economy? It's not what the mainstream thinks it does. Eurodollar University's Money & Macro Analysis Bloomberg What the US Losing Its Last AAA Credit Rating Means https://www.bloomberg.com/news/articles/2025-05-19/us-lost-moody-s-aaa-credit-rating-what-s-at-stake-for-markets S&P Global August 5, 2011 https://disclosure.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/6802837 Fitch August 1, 2023 https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023 https://www.eurodollar.university Twitter: https://twitter.com/JeffSnider_EDU 1090 1090 URGENT: U.S. Credit Debt Just Got Downgraded, Is a Crash Next?In a late Friday news dump, Moody's announced it had downgraded U.S. federal government debt. The news sparked a selloff in Treasuries, at least initially. What are the implications for bonds or the economy? It's not what the mainstream thinks it does. Eurodollar University's Money & Macro Analysis Bloomberg What the US Losing Its Last AAA Credit Rating Means https://www.bloomberg.com/news/articles/2025-05-19/us-lost-moody-s-aaa-credit-rating-what-s-at-stake-for-markets S&P Global August 5, 2011 https://disclosure.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/6802837 Fitch August 1, 2023 https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023 https://www.eurodollar.university Twitter: https://twitter.com/JeffSnider_EDU full c945fd3f-7606-4dac-910e-2a90965734e8 https://share.transistor.fm/s/4580b741 In a late Friday news dump, Moody's announced it had downgraded U.S. federal government debt. The news sparked a selloff in Treasuries, at least initially. What are the implications for bonds or the economy? It's not what the mainstream thinks it does.

Eurodollar University's Money & Macro Analysis

Bloomberg What the US Losing Its Last AAA Credit Rating Means
https://www.bloomberg.com/news/articles/2025-05-19/us-lost-moody-s-aaa-credit-rating-what-s-at-stake-for-markets

S&P Global August 5, 2011
https://disclosure.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/6802837

Fitch August 1, 2023
https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> In a late Friday news dump, Moody's announced it had downgraded U.S. federal government debt. The news sparked a selloff in Treasuries, at least initially. What are the implications for bonds or the economy? It's not what the mainstream thinks it does.

Eurodollar University's Money & Macro Analysis

Bloomberg What the US Losing Its Last AAA Credit Rating Means
https://www.bloomberg.com/news/articles/2025-05-19/us-lost-moody-s-aaa-credit-rating-what-s-at-stake-for-markets

S&P Global August 5, 2011
https://disclosure.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/6802837

Fitch August 1, 2023
https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 20 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1269 In a late Friday news dump, Moody's announced it had downgraded U.S. federal government debt. The news sparked a selloff in Treasuries, at least initially. What are the implications for bonds or the economy? It's not what the mainstream thinks it does.

Eurodollar University's Money & Macro Analysis

Bloomberg What the US Losing Its Last AAA Credit Rating Means
https://www.bloomberg.com/news/articles/2025-05-19/us-lost-moody-s-aaa-credit-rating-what-s-at-stake-for-markets

S&P Global August 5, 2011
https://disclosure.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/6802837

Fitch August 1, 2023
https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Japan JUST Entered a Recession And It's Quickly Spreading Worldwide 1089 1089 Japan JUST Entered a Recession And It's Quickly Spreading Worldwide full ca20d7bf-a588-4ee9-873e-d06c933c97bf https://share.transistor.fm/s/46e2f5f2 Japan did indeed fall back into recession in the first quarter before the tariff shock even had a chance to hit the economy, and positing a deeper negative GDP print than expected. Like everywhere else, the setback is being led largely by consumers. At the same time, American consumer confidence fell to another shocking low rather than rebound with trade deals and a rebounding stock market. 

Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Japan did indeed fall back into recession in the first quarter before the tariff shock even had a chance to hit the economy, and positing a deeper negative GDP print than expected. Like everywhere else, the setback is being led largely by consumers. At the same time, American consumer confidence fell to another shocking low rather than rebound with trade deals and a rebounding stock market. 

Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 19 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1141 Japan did indeed fall back into recession in the first quarter before the tariff shock even had a chance to hit the economy, and positing a deeper negative GDP print than expected. Like everywhere else, the setback is being led largely by consumers. At the same time, American consumer confidence fell to another shocking low rather than rebound with trade deals and a rebounding stock market. 

Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Everything You’ve Been Told About the Great Depression Is Wrong 1088 1088 Everything You’ve Been Told About the Great Depression Is Wrong full 4fbfb632-ac95-4a56-80a7-7b87e7d14c44 https://share.transistor.fm/s/7b21a26b It’s still known as Black Tuesday almost a century later. In October 1929, the stock market crashes and plunges the world into the Great Depression. At least that’s what we’ve been told and what we all believe. But then why didn’t the Crash of 1987 lead to Great Depression 2? I mean, it didn’t even slow the economy down. Or the dot-com crash. Something is missing. As it turns out, there's a lot missing and so this is the first installment to fill in what Economics leaves out, or plain gets wrong. 

Eurodollar University's Make it Make Cents

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> It’s still known as Black Tuesday almost a century later. In October 1929, the stock market crashes and plunges the world into the Great Depression. At least that’s what we’ve been told and what we all believe. But then why didn’t the Crash of 1987 lead to Great Depression 2? I mean, it didn’t even slow the economy down. Or the dot-com crash. Something is missing. As it turns out, there's a lot missing and so this is the first installment to fill in what Economics leaves out, or plain gets wrong. 

Eurodollar University's Make it Make Cents

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 18 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1187 It’s still known as Black Tuesday almost a century later. In October 1929, the stock market crashes and plunges the world into the Great Depression. At least that’s what we’ve been told and what we all believe. But then why didn’t the Crash of 1987 lead to Great Depression 2? I mean, it didn’t even slow the economy down. Or the dot-com crash. Something is missing. As it turns out, there's a lot missing and so this is the first installment to fill in what Economics leaves out, or plain gets wrong. 

Eurodollar University's Make it Make Cents

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Retail Death Spiral Has Begun 1087 1087 The Retail Death Spiral Has Begun full dbe2f188-227b-4090-87a7-00de0f2a6853 https://share.transistor.fm/s/27956af3 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

It was a trifecta of disinflation disaster in today's numbers, with Walmart adding to the woes with its own deteriorating environment. Retail sales were more than soft, industrial output fell, but most concerning prices fell sharply - including wholesale services costs crashing the most on record. 

Eurodollar University's Money & Macro Analysis

Walmart Q1 earnings
https://corporate.walmart.com/content/dam/corporate/documents/newsroom/2025/05/15/walmart-releases-q1-fy26-earnings/q1-fy26-earnings-release.pdf

CNN Walmart warns it will raise prices because of tariffs
https://www.cnn.com/2025/05/15/business/walmart-prices-tariffs

CNBC Walmart CFO says price hikes from tariffs could start later this month, as retailer beats on earnings
https://www.cnbc.com/2025/05/15/walmart-wmt-q1-2026-earnings.html

Bloomberg US Retail Sales Barely Rise, Suggesting Some Spending Pullback
https://www.bloomberg.com/news/articles/2025-05-15/us-retail-sales-barely-rise-suggesting-some-spending-pullback

Bloomberg US Producer Prices Fell Unexpectedly in April as Margins Shrank
https://www.bloomberg.com/news/articles/2025-05-15/us-producer-prices-fall-unexpectedly-as-margins-decline

Reuters US manufacturing output falls in April on weak auto production
https://www.reuters.com/business/autos-transportation/us-manufacturing-output-falls-april-weak-auto-production-2025-05-15/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

It was a trifecta of disinflation disaster in today's numbers, with Walmart adding to the woes with its own deteriorating environment. Retail sales were more than soft, industrial output fell, but most concerning prices fell sharply - including wholesale services costs crashing the most on record. 

Eurodollar University's Money & Macro Analysis

Walmart Q1 earnings
https://corporate.walmart.com/content/dam/corporate/documents/newsroom/2025/05/15/walmart-releases-q1-fy26-earnings/q1-fy26-earnings-release.pdf

CNN Walmart warns it will raise prices because of tariffs
https://www.cnn.com/2025/05/15/business/walmart-prices-tariffs

CNBC Walmart CFO says price hikes from tariffs could start later this month, as retailer beats on earnings
https://www.cnbc.com/2025/05/15/walmart-wmt-q1-2026-earnings.html

Bloomberg US Retail Sales Barely Rise, Suggesting Some Spending Pullback
https://www.bloomberg.com/news/articles/2025-05-15/us-retail-sales-barely-rise-suggesting-some-spending-pullback

Bloomberg US Producer Prices Fell Unexpectedly in April as Margins Shrank
https://www.bloomberg.com/news/articles/2025-05-15/us-producer-prices-fall-unexpectedly-as-margins-decline

Reuters US manufacturing output falls in April on weak auto production
https://www.reuters.com/business/autos-transportation/us-manufacturing-output-falls-april-weak-auto-production-2025-05-15/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 16 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1262 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

It was a trifecta of disinflation disaster in today's numbers, with Walmart adding to the woes with its own deteriorating environment. Retail sales were more than soft, industrial output fell, but most concerning prices fell sharply - including wholesale services costs crashing the most on record. 

Eurodollar University's Money & Macro Analysis

Walmart Q1 earnings
https://corporate.walmart.com/content/dam/corporate/documents/newsroom/2025/05/15/walmart-releases-q1-fy26-earnings/q1-fy26-earnings-release.pdf

CNN Walmart warns it will raise prices because of tariffs
https://www.cnn.com/2025/05/15/business/walmart-prices-tariffs

CNBC Walmart CFO says price hikes from tariffs could start later this month, as retailer beats on earnings
https://www.cnbc.com/2025/05/15/walmart-wmt-q1-2026-earnings.html

Bloomberg US Retail Sales Barely Rise, Suggesting Some Spending Pullback
https://www.bloomberg.com/news/articles/2025-05-15/us-retail-sales-barely-rise-suggesting-some-spending-pullback

Bloomberg US Producer Prices Fell Unexpectedly in April as Margins Shrank
https://www.bloomberg.com/news/articles/2025-05-15/us-producer-prices-fall-unexpectedly-as-margins-decline

Reuters US manufacturing output falls in April on weak auto production
https://www.reuters.com/business/autos-transportation/us-manufacturing-output-falls-april-weak-auto-production-2025-05-15/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Most Dangerous Economic Story No One Is Talking About 1086 1086 The Most Dangerous Economic Story No One Is Talking About full bf8df950-b7fb-4dcf-ae5d-9a75feb73e6c https://share.transistor.fm/s/8e6ce8fd Chinese banks cut lending - by a lot - in April, completing the defensive story seen in banking systems all around the world. However, China's is unique in several key aspects, starting with what authorities have been doing trying to change this. The reason why it has come to this for Chinese banks really is not what everyone believes. 

Eurodollar University's Money & Macro Analysis

Bloomberg Why China Is Hoping $1.6 Trillion Can Fix Its Hidden Debt Problem
https://www.bloomberg.com/news/articles/2025-04-16/china-economy-can-1-6-trillion-help-solve-xi-s-hidden-debt-problem

Rueters China's property 'whitelist' lifeline stutters amid sector gloom
https://www.reuters.com/world/china/chinas-property-whitelist-lifeline-stutters-amid-sector-gloom-2024-05-14/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Chinese banks cut lending - by a lot - in April, completing the defensive story seen in banking systems all around the world. However, China's is unique in several key aspects, starting with what authorities have been doing trying to change this. The reason why it has come to this for Chinese banks really is not what everyone believes. 

Eurodollar University's Money & Macro Analysis

Bloomberg Why China Is Hoping $1.6 Trillion Can Fix Its Hidden Debt Problem
https://www.bloomberg.com/news/articles/2025-04-16/china-economy-can-1-6-trillion-help-solve-xi-s-hidden-debt-problem

Rueters China's property 'whitelist' lifeline stutters amid sector gloom
https://www.reuters.com/world/china/chinas-property-whitelist-lifeline-stutters-amid-sector-gloom-2024-05-14/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 15 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1262 Chinese banks cut lending - by a lot - in April, completing the defensive story seen in banking systems all around the world. However, China's is unique in several key aspects, starting with what authorities have been doing trying to change this. The reason why it has come to this for Chinese banks really is not what everyone believes. 

Eurodollar University's Money & Macro Analysis

Bloomberg Why China Is Hoping $1.6 Trillion Can Fix Its Hidden Debt Problem
https://www.bloomberg.com/news/articles/2025-04-16/china-economy-can-1-6-trillion-help-solve-xi-s-hidden-debt-problem

Rueters China's property 'whitelist' lifeline stutters amid sector gloom
https://www.reuters.com/world/china/chinas-property-whitelist-lifeline-stutters-amid-sector-gloom-2024-05-14/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Everyone Is Missing the Real Story 1085 1085 Everyone Is Missing the Real Story full 82a34b7d-b28a-4c75-add7-c58baff77e33 https://share.transistor.fm/s/7627c743 Microsoft announced another round of layoffs. Coming from a company that isn't struggling nearly as much as most, it's an ominous sign. The April CPI shows why and not just for Microsoft. It instead aligns with the biggest problem in the economy, and that's not inflation which was absent from the report despite the start of tariffs. A surprise to Economists, but not to BED. 

Eurodollar University's Money & Macro Analysis

CNBC Microsoft laying off about 6,000 people, or 3% of its workforce
https://www.cnbc.com/2025/05/13/microsoft-is-cutting-3percent-of-workers-across-the-software-company.html

Bloomberg Softer-Than-Expected Inflation Points to Muted Tariff Fallout
https://www.bloomberg.com/news/articles/2025-05-13/us-inflation-comes-in-softer-than-forecast-for-another-month

BLS BED/BDM
https://www.bls.gov/bdm/bdmover.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Microsoft announced another round of layoffs. Coming from a company that isn't struggling nearly as much as most, it's an ominous sign. The April CPI shows why and not just for Microsoft. It instead aligns with the biggest problem in the economy, and that's not inflation which was absent from the report despite the start of tariffs. A surprise to Economists, but not to BED. 

Eurodollar University's Money & Macro Analysis

CNBC Microsoft laying off about 6,000 people, or 3% of its workforce
https://www.cnbc.com/2025/05/13/microsoft-is-cutting-3percent-of-workers-across-the-software-company.html

Bloomberg Softer-Than-Expected Inflation Points to Muted Tariff Fallout
https://www.bloomberg.com/news/articles/2025-05-13/us-inflation-comes-in-softer-than-forecast-for-another-month

BLS BED/BDM
https://www.bls.gov/bdm/bdmover.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 14 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1313 Microsoft announced another round of layoffs. Coming from a company that isn't struggling nearly as much as most, it's an ominous sign. The April CPI shows why and not just for Microsoft. It instead aligns with the biggest problem in the economy, and that's not inflation which was absent from the report despite the start of tariffs. A surprise to Economists, but not to BED. 

Eurodollar University's Money & Macro Analysis

CNBC Microsoft laying off about 6,000 people, or 3% of its workforce
https://www.cnbc.com/2025/05/13/microsoft-is-cutting-3percent-of-workers-across-the-software-company.html

Bloomberg Softer-Than-Expected Inflation Points to Muted Tariff Fallout
https://www.bloomberg.com/news/articles/2025-05-13/us-inflation-comes-in-softer-than-forecast-for-another-month

BLS BED/BDM
https://www.bls.gov/bdm/bdmover.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Ridiculous Real story Behind the Tariff Deal 1084 1084 The Ridiculous Real story Behind the Tariff Deal full 41492789-1f12-4170-840a-387c9f52a6ea https://share.transistor.fm/s/b37af664 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Re-risking accelerated on Wall Street and for many other markets; even bond yields rose. The thinking is if trade wars broke everything, then trade deals fix it. However, the US and China don't have one, And that's only the first of several key misimpressions - starting with the 2018 example. Like then, the incoming data doesn't align with "trade wars broke it."

Eurodollar University's Money & Macro Analysis

Joint Statement on U.S.-China Economic and Trade Meeting in Geneva
https://www.whitehouse.gov/briefings-statements/2025/05/joint-statement-on-u-s-china-economic-and-trade-meeting-in-geneva/

Bloomberg US, China to Slash Tariffs During 90-Day Reprieve for Talks
https://www.bloomberg.com/news/articles/2025-05-12/us-and-china-agree-to-major-reductions-in-tariffs-for-90-days

Bloomberg Japan Rules Out Trade Deal With US That Excludes Auto Tariffs
https://www.bloomberg.com/news/articles/2025-05-12/japan-s-ishiba-says-won-t-do-trade-deal-with-us-excluding-autos

SCMP China’s consumer prices fall in April, fuelling fears of deflation
https://www.scmp.com/economy/economic-indicators/article/3309834/chinas-consumer-prices-fall-april-fuelling-fears-deflation

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Re-risking accelerated on Wall Street and for many other markets; even bond yields rose. The thinking is if trade wars broke everything, then trade deals fix it. However, the US and China don't have one, And that's only the first of several key misimpressions - starting with the 2018 example. Like then, the incoming data doesn't align with "trade wars broke it."

Eurodollar University's Money & Macro Analysis

Joint Statement on U.S.-China Economic and Trade Meeting in Geneva
https://www.whitehouse.gov/briefings-statements/2025/05/joint-statement-on-u-s-china-economic-and-trade-meeting-in-geneva/

Bloomberg US, China to Slash Tariffs During 90-Day Reprieve for Talks
https://www.bloomberg.com/news/articles/2025-05-12/us-and-china-agree-to-major-reductions-in-tariffs-for-90-days

Bloomberg Japan Rules Out Trade Deal With US That Excludes Auto Tariffs
https://www.bloomberg.com/news/articles/2025-05-12/japan-s-ishiba-says-won-t-do-trade-deal-with-us-excluding-autos

SCMP China’s consumer prices fall in April, fuelling fears of deflation
https://www.scmp.com/economy/economic-indicators/article/3309834/chinas-consumer-prices-fall-april-fuelling-fears-deflation

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 13 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1258 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Re-risking accelerated on Wall Street and for many other markets; even bond yields rose. The thinking is if trade wars broke everything, then trade deals fix it. However, the US and China don't have one, And that's only the first of several key misimpressions - starting with the 2018 example. Like then, the incoming data doesn't align with "trade wars broke it."

Eurodollar University's Money & Macro Analysis

Joint Statement on U.S.-China Economic and Trade Meeting in Geneva
https://www.whitehouse.gov/briefings-statements/2025/05/joint-statement-on-u-s-china-economic-and-trade-meeting-in-geneva/

Bloomberg US, China to Slash Tariffs During 90-Day Reprieve for Talks
https://www.bloomberg.com/news/articles/2025-05-12/us-and-china-agree-to-major-reductions-in-tariffs-for-90-days

Bloomberg Japan Rules Out Trade Deal With US That Excludes Auto Tariffs
https://www.bloomberg.com/news/articles/2025-05-12/japan-s-ishiba-says-won-t-do-trade-deal-with-us-excluding-autos

SCMP China’s consumer prices fall in April, fuelling fears of deflation
https://www.scmp.com/economy/economic-indicators/article/3309834/chinas-consumer-prices-fall-april-fuelling-fears-deflation

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Government Report Reveals A LOT of People Are About to Lose Their Jobs 1083 1083 Government Report Reveals A LOT of People Are About to Lose Their Jobs full a239331a-de05-4e10-b56f-8ea6bdad5df6 https://share.transistor.fm/s/b42afdcb What's in a single number? For this one, a whole lot of confirmation plus warning. Consumer sentiment has famously crashed and this one figure holds the key to why. Everything else that's happening comes down to this single deficiency. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> What's in a single number? For this one, a whole lot of confirmation plus warning. Consumer sentiment has famously crashed and this one figure holds the key to why. Everything else that's happening comes down to this single deficiency. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 12 May 2025 10:25:58 -0400 Jeff Snider Jeff Snider 1188 What's in a single number? For this one, a whole lot of confirmation plus warning. Consumer sentiment has famously crashed and this one figure holds the key to why. Everything else that's happening comes down to this single deficiency. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WARNING: Canada’s Job Market Just COLLAPSED 1082 1082 WARNING: Canada’s Job Market Just COLLAPSED full f2248acf-8342-444e-8cf1-ee72e4206870 https://share.transistor.fm/s/c3d1e810 Canadian payrolls were dismal in April, including the biggest two-month collapse in private jobs since the lockdowns. It isn't just sentiment. While pessimism has soared, results from around the real economy is backing that up with hard data. Not just Canada, also Mexico. 

Eurodollar University's Money & Macro Analysis

Jeremy Rudd Why Do We Think That Inflation Expectations Matter for Inflation? (And Should We?)
https://www.federalreserve.gov/econres/feds/files/2021062pap.pdf

Transcript Chair Powell Press Conference May 2025
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20250507.pdf

Bloomberg Canada Joblessness Hits 6.9% as Tariffs Strike Manufacturing
https://www.bloomberg.com/news/articles/2025-05-09/canada-adds-7-400-jobs-unemployment-jumps-to-6-9

Bank of Canada Financial Stability Report 2025
https://www.bankofcanada.ca/2025/05/financial-stability-report-2025/

SPG Canada Manufacturing PMI April 2025
https://www.pmi.spglobal.com/Public/Home/PressRelease/487ca2cba7784b86aa9d9df3a315d744

SPG Canada Services PMI April 2025
https://www.pmi.spglobal.com/Public/Home/PressRelease/4c356ce1148c420fbee728307ef2b2dc

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Canadian payrolls were dismal in April, including the biggest two-month collapse in private jobs since the lockdowns. It isn't just sentiment. While pessimism has soared, results from around the real economy is backing that up with hard data. Not just Canada, also Mexico. 

Eurodollar University's Money & Macro Analysis

Jeremy Rudd Why Do We Think That Inflation Expectations Matter for Inflation? (And Should We?)
https://www.federalreserve.gov/econres/feds/files/2021062pap.pdf

Transcript Chair Powell Press Conference May 2025
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20250507.pdf

Bloomberg Canada Joblessness Hits 6.9% as Tariffs Strike Manufacturing
https://www.bloomberg.com/news/articles/2025-05-09/canada-adds-7-400-jobs-unemployment-jumps-to-6-9

Bank of Canada Financial Stability Report 2025
https://www.bankofcanada.ca/2025/05/financial-stability-report-2025/

SPG Canada Manufacturing PMI April 2025
https://www.pmi.spglobal.com/Public/Home/PressRelease/487ca2cba7784b86aa9d9df3a315d744

SPG Canada Services PMI April 2025
https://www.pmi.spglobal.com/Public/Home/PressRelease/4c356ce1148c420fbee728307ef2b2dc

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 11 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 995 Canadian payrolls were dismal in April, including the biggest two-month collapse in private jobs since the lockdowns. It isn't just sentiment. While pessimism has soared, results from around the real economy is backing that up with hard data. Not just Canada, also Mexico. 

Eurodollar University's Money & Macro Analysis

Jeremy Rudd Why Do We Think That Inflation Expectations Matter for Inflation? (And Should We?)
https://www.federalreserve.gov/econres/feds/files/2021062pap.pdf

Transcript Chair Powell Press Conference May 2025
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20250507.pdf

Bloomberg Canada Joblessness Hits 6.9% as Tariffs Strike Manufacturing
https://www.bloomberg.com/news/articles/2025-05-09/canada-adds-7-400-jobs-unemployment-jumps-to-6-9

Bank of Canada Financial Stability Report 2025
https://www.bankofcanada.ca/2025/05/financial-stability-report-2025/

SPG Canada Manufacturing PMI April 2025
https://www.pmi.spglobal.com/Public/Home/PressRelease/487ca2cba7784b86aa9d9df3a315d744

SPG Canada Services PMI April 2025
https://www.pmi.spglobal.com/Public/Home/PressRelease/4c356ce1148c420fbee728307ef2b2dc

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Bank of England Just Sent a MASSIVE Warning to the World 1081 1081 The Bank of England Just Sent a MASSIVE Warning to the World full dc8d1078-f3b5-4449-9f3e-6d62b986479f https://share.transistor.fm/s/02e9aa00 Former hardcore hawk, the Bank of England pulled ahead of the Federal Reserve by rejoining the global race to the bottom. And it did so with what is being called a weird three-way split. The split was neither weird nor much of one. Instead what BoE did - and why - has already shown up here in the US. The latest confirmation comes from the Fed's very own data where job fears have exploded for the same reason(s) BoE is acting. 

Eurodollar University's Money & Macro Analysis

Bank of England MPR May 2025
https://www.bankofengland.co.uk/monetary-policy-report/2025/may-2025

FOMC Chair May 2025 press conference
https://www.youtube.com/watch?v=8oX4RCJJXAM
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20250507.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Former hardcore hawk, the Bank of England pulled ahead of the Federal Reserve by rejoining the global race to the bottom. And it did so with what is being called a weird three-way split. The split was neither weird nor much of one. Instead what BoE did - and why - has already shown up here in the US. The latest confirmation comes from the Fed's very own data where job fears have exploded for the same reason(s) BoE is acting. 

Eurodollar University's Money & Macro Analysis

Bank of England MPR May 2025
https://www.bankofengland.co.uk/monetary-policy-report/2025/may-2025

FOMC Chair May 2025 press conference
https://www.youtube.com/watch?v=8oX4RCJJXAM
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20250507.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 09 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1397 Former hardcore hawk, the Bank of England pulled ahead of the Federal Reserve by rejoining the global race to the bottom. And it did so with what is being called a weird three-way split. The split was neither weird nor much of one. Instead what BoE did - and why - has already shown up here in the US. The latest confirmation comes from the Fed's very own data where job fears have exploded for the same reason(s) BoE is acting. 

Eurodollar University's Money & Macro Analysis

Bank of England MPR May 2025
https://www.bankofengland.co.uk/monetary-policy-report/2025/may-2025

FOMC Chair May 2025 press conference
https://www.youtube.com/watch?v=8oX4RCJJXAM
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20250507.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No NEW Report Shows Global Banks Are Dangerously Overexposed to Risk 1080 1080 NEW Report Shows Global Banks Are Dangerously Overexposed to Risk full 8fdb7d70-ff3b-4409-8269-29472d13a249 https://share.transistor.fm/s/bb6a52e2 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Insiders are looking for the exits. Short selling sharks are circling. Regulated banks are majorly exposed to this credit segment, another one deep within the shadows. Could this explain why market signals remain near or at extremes? From swap spreads to gold ratios, there is deflationary everywhere in them and credit default swaps have cast their blame specifically toward banks. 

Eurodollar University's Money & Macro Analysis

Bloomberg Short Sellers Bet Against Private Credit Lenders
https://www.bloomberg.com/news/articles/2025-05-03/short-sellers-bet-against-private-credit-lenders-credit-weekly

IMF Global Financial Stability Report April 2025
https://www.imf.org/en/Publications/GFSR/Issues/2025/04/22/global-financial-stability-report-april-2025

IMF Private Credit
https://www.imf.org/en/Blogs/Articles/2024/04/08/fast-growing-USD2-trillion-private-credit-market-warrants-closer-watch

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Insiders are looking for the exits. Short selling sharks are circling. Regulated banks are majorly exposed to this credit segment, another one deep within the shadows. Could this explain why market signals remain near or at extremes? From swap spreads to gold ratios, there is deflationary everywhere in them and credit default swaps have cast their blame specifically toward banks. 

Eurodollar University's Money & Macro Analysis

Bloomberg Short Sellers Bet Against Private Credit Lenders
https://www.bloomberg.com/news/articles/2025-05-03/short-sellers-bet-against-private-credit-lenders-credit-weekly

IMF Global Financial Stability Report April 2025
https://www.imf.org/en/Publications/GFSR/Issues/2025/04/22/global-financial-stability-report-april-2025

IMF Private Credit
https://www.imf.org/en/Blogs/Articles/2024/04/08/fast-growing-USD2-trillion-private-credit-market-warrants-closer-watch

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 08 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1354 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Insiders are looking for the exits. Short selling sharks are circling. Regulated banks are majorly exposed to this credit segment, another one deep within the shadows. Could this explain why market signals remain near or at extremes? From swap spreads to gold ratios, there is deflationary everywhere in them and credit default swaps have cast their blame specifically toward banks. 

Eurodollar University's Money & Macro Analysis

Bloomberg Short Sellers Bet Against Private Credit Lenders
https://www.bloomberg.com/news/articles/2025-05-03/short-sellers-bet-against-private-credit-lenders-credit-weekly

IMF Global Financial Stability Report April 2025
https://www.imf.org/en/Publications/GFSR/Issues/2025/04/22/global-financial-stability-report-april-2025

IMF Private Credit
https://www.imf.org/en/Blogs/Articles/2024/04/08/fast-growing-USD2-trillion-private-credit-market-warrants-closer-watch

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Credit Default Swaps Are SURGING, Here's What You Need To Know 1079 1079 Credit Default Swaps Are SURGING, Here's What You Need To Know full ddc02b3b-746a-45d8-8118-093cb7f2a629 https://share.transistor.fm/s/3e294088 US sovereign CDS prices are soaring, not relenting after jumping during April. While mainstream sources will say that's this dollar-ditching stuff, neither the track record for CDS nor empirical evidence agrees. Government credit default swap premiums are set by one factor, and it has everything to do with the banking system. 

Eurodollar University's Money & Macro Analysis

Sovereign and bank CDS spreads: two sides of the same coin?
https://www.ucd.ie/geary/static/publications/workingpapers/gearywp201402.pdf

MSCI The CDS Market’s View on US Default
https://www.msci.com/www/blog-posts/the-cds-market-s-view-on-us/03820087801

Bloomberg Oaktree Co-CEO Sees Private Credit Trades as Low as 50 Cents
https://www.bloomberg.com/news/articles/2025-05-02/oaktree-s-o-leary-says-deep-discounts-arising-in-private-credit

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> US sovereign CDS prices are soaring, not relenting after jumping during April. While mainstream sources will say that's this dollar-ditching stuff, neither the track record for CDS nor empirical evidence agrees. Government credit default swap premiums are set by one factor, and it has everything to do with the banking system. 

Eurodollar University's Money & Macro Analysis

Sovereign and bank CDS spreads: two sides of the same coin?
https://www.ucd.ie/geary/static/publications/workingpapers/gearywp201402.pdf

MSCI The CDS Market’s View on US Default
https://www.msci.com/www/blog-posts/the-cds-market-s-view-on-us/03820087801

Bloomberg Oaktree Co-CEO Sees Private Credit Trades as Low as 50 Cents
https://www.bloomberg.com/news/articles/2025-05-02/oaktree-s-o-leary-says-deep-discounts-arising-in-private-credit

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 07 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1182 US sovereign CDS prices are soaring, not relenting after jumping during April. While mainstream sources will say that's this dollar-ditching stuff, neither the track record for CDS nor empirical evidence agrees. Government credit default swap premiums are set by one factor, and it has everything to do with the banking system. 

Eurodollar University's Money & Macro Analysis

Sovereign and bank CDS spreads: two sides of the same coin?
https://www.ucd.ie/geary/static/publications/workingpapers/gearywp201402.pdf

MSCI The CDS Market’s View on US Default
https://www.msci.com/www/blog-posts/the-cds-market-s-view-on-us/03820087801

Bloomberg Oaktree Co-CEO Sees Private Credit Trades as Low as 50 Cents
https://www.bloomberg.com/news/articles/2025-05-02/oaktree-s-o-leary-says-deep-discounts-arising-in-private-credit

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T! The Global Currency Crisis Is Worse Than Anyone Expected 1078 1078 HOLY SH*T! The Global Currency Crisis Is Worse Than Anyone Expected full e32ba39e-1ee0-4862-9d1e-22bc731c9ecc https://share.transistor.fm/s/cce4ca10 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Another major safe haven currency has exploded higher, not just in early April but here in early May. It's gone so far already the local monetary authority has had to intervene. Over in Switzerland, the country report zero inflation for April. Along with the similar behavior of the franc, the Swiss central bank is looking at zero rates next month - if not negative given what both these currencies are doing. 

Eurodollar University's Money & Macro Analysis

Bloomberg Hong Kong Dollar Tests Strong End of Trading Band for Second Day
https://www.bloomberg.com/news/articles/2025-05-05/hong-kong-dollar-tests-strong-end-of-trading-band-for-second-day

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Another major safe haven currency has exploded higher, not just in early April but here in early May. It's gone so far already the local monetary authority has had to intervene. Over in Switzerland, the country report zero inflation for April. Along with the similar behavior of the franc, the Swiss central bank is looking at zero rates next month - if not negative given what both these currencies are doing. 

Eurodollar University's Money & Macro Analysis

Bloomberg Hong Kong Dollar Tests Strong End of Trading Band for Second Day
https://www.bloomberg.com/news/articles/2025-05-05/hong-kong-dollar-tests-strong-end-of-trading-band-for-second-day

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 06 May 2025 11:00:00 -0400 Jeff Snider Jeff Snider 1292 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Another major safe haven currency has exploded higher, not just in early April but here in early May. It's gone so far already the local monetary authority has had to intervene. Over in Switzerland, the country report zero inflation for April. Along with the similar behavior of the franc, the Swiss central bank is looking at zero rates next month - if not negative given what both these currencies are doing. 

Eurodollar University's Money & Macro Analysis

Bloomberg Hong Kong Dollar Tests Strong End of Trading Band for Second Day
https://www.bloomberg.com/news/articles/2025-05-05/hong-kong-dollar-tests-strong-end-of-trading-band-for-second-day

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Jobs Report Just Dropped — Here's What You Need to Know 1077 1077 BREAKING: Jobs Report Just Dropped — Here's What You Need to Know full 4ecb0566-0f1f-4251-9920-9fd7da8559e2 https://share.transistor.fm/s/2cb71004 The April employment report...wasn't what everything thought it was. Not even close. What has changed is the narrative surrounding what are shaky numbers all the way around. The question everyone is asking isn't if the labor market is "good enough", it's now whether it is "bad enough." Here's what the data actually says about that. 

Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The April employment report...wasn't what everything thought it was. Not even close. What has changed is the narrative surrounding what are shaky numbers all the way around. The question everyone is asking isn't if the labor market is "good enough", it's now whether it is "bad enough." Here's what the data actually says about that. 

Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 05 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1180 The April employment report...wasn't what everything thought it was. Not even close. What has changed is the narrative surrounding what are shaky numbers all the way around. The question everyone is asking isn't if the labor market is "good enough", it's now whether it is "bad enough." Here's what the data actually says about that. 

Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Japan Has Fallen: Here's What It Means for the World 1076 1076 Japan Has Fallen: Here's What It Means for the World full 789aed2b-178a-44cc-af23-1618ce85f733 https://share.transistor.fm/s/b671eca7 Japan was, they said, on the cusp of generational shift. The real outlier in a growing tide of reversals, BoJ was still hiking still anticipating an inflationary recovery. It has all come crashing down, globally synchronized. But not before one final plot twist. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Japan was, they said, on the cusp of generational shift. The real outlier in a growing tide of reversals, BoJ was still hiking still anticipating an inflationary recovery. It has all come crashing down, globally synchronized. But not before one final plot twist. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 04 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1219 Japan was, they said, on the cusp of generational shift. The real outlier in a growing tide of reversals, BoJ was still hiking still anticipating an inflationary recovery. It has all come crashing down, globally synchronized. But not before one final plot twist. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Treasury Secretary Says Emergency Rate Cuts Needed NOW 1075 1075 BREAKING: Treasury Secretary Says Emergency Rate Cuts Needed NOW full 100787cb-dbeb-4f39-bbf9-8342d7a0dd90 https://share.transistor.fm/s/f2742bc2 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

The Treasury Secretary spoke through the financial media to Jay Powell. He had a very simple message for the Fed Chair: pay attention to the 2s. And Ronald McDonald. It's not just the Treasury market. If only that was the case, there is also a close relationship - therefore strong warning - coming via the oil market, too. This is already why OPEC is itself shifting to recession economics.

Eurodollar University's Money & Macro Analysis

Bloomberg Bessent Says Two-Year Treasuries Signaling Fed Should Cut
https://www.bloomberg.com/news/articles/2025-05-01/bessent-says-two-year-treasuries-are-signaling-fed-should-cut

Bloomberg Understanding the Unlikely Saudi Push for Lower Oil Prices
https://www.bloomberg.com/opinion/articles/2025-05-01/opec-puzzle-understanding-the-saudi-push-for-lower-oil-prices

CNN McDonald’s just had its worst quarter since Covid. It said customers are getting nervous
https://www.cnn.com/2025/05/01/investing/mcdonalds-earnings-first-quarter-2025

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

The Treasury Secretary spoke through the financial media to Jay Powell. He had a very simple message for the Fed Chair: pay attention to the 2s. And Ronald McDonald. It's not just the Treasury market. If only that was the case, there is also a close relationship - therefore strong warning - coming via the oil market, too. This is already why OPEC is itself shifting to recession economics.

Eurodollar University's Money & Macro Analysis

Bloomberg Bessent Says Two-Year Treasuries Signaling Fed Should Cut
https://www.bloomberg.com/news/articles/2025-05-01/bessent-says-two-year-treasuries-are-signaling-fed-should-cut

Bloomberg Understanding the Unlikely Saudi Push for Lower Oil Prices
https://www.bloomberg.com/opinion/articles/2025-05-01/opec-puzzle-understanding-the-saudi-push-for-lower-oil-prices

CNN McDonald’s just had its worst quarter since Covid. It said customers are getting nervous
https://www.cnn.com/2025/05/01/investing/mcdonalds-earnings-first-quarter-2025

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 02 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1256 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

The Treasury Secretary spoke through the financial media to Jay Powell. He had a very simple message for the Fed Chair: pay attention to the 2s. And Ronald McDonald. It's not just the Treasury market. If only that was the case, there is also a close relationship - therefore strong warning - coming via the oil market, too. This is already why OPEC is itself shifting to recession economics.

Eurodollar University's Money & Macro Analysis

Bloomberg Bessent Says Two-Year Treasuries Signaling Fed Should Cut
https://www.bloomberg.com/news/articles/2025-05-01/bessent-says-two-year-treasuries-are-signaling-fed-should-cut

Bloomberg Understanding the Unlikely Saudi Push for Lower Oil Prices
https://www.bloomberg.com/opinion/articles/2025-05-01/opec-puzzle-understanding-the-saudi-push-for-lower-oil-prices

CNN McDonald’s just had its worst quarter since Covid. It said customers are getting nervous
https://www.cnn.com/2025/05/01/investing/mcdonalds-earnings-first-quarter-2025

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Global GDP Released, Here's Everything You Need To Know 1074 1074 BREAKING: Global GDP Released, Here's Everything You Need To Know full 235e6565-a47b-49de-903c-a54f6d6a2c1a https://share.transistor.fm/s/9689218d A slew of economic reports from around the biggest global economies. Starting with US GDP, then Mexico, Germany and Europe then finally some critical macro data from China. There is indeed a common thread running through all of them, and it has markets spooked: CtG hit a new multi-year low barely above the 2020 lows. 

Eurodollar University's Money & Macro Analysis

CNBC Private payroll growth slowed to 62,000 in April, well below expectations
https://www.cnbc.com/2025/04/30/adp-jobs-report-april-2025.html

Bloomberg Mexico Economy Narrowly Dodges Recession Amid US Trade Chaos
https://www.bloomberg.com/news/articles/2025-04-30/mexico-economy-narrowly-dodges-recession-amid-trump-trade-chaos

CNBC Euro zone economy expands by better-than-expected 0.4% in the first quarter
https://www.cnbc.com/2025/04/30/euro-zone-gdp-q1-2025.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> A slew of economic reports from around the biggest global economies. Starting with US GDP, then Mexico, Germany and Europe then finally some critical macro data from China. There is indeed a common thread running through all of them, and it has markets spooked: CtG hit a new multi-year low barely above the 2020 lows. 

Eurodollar University's Money & Macro Analysis

CNBC Private payroll growth slowed to 62,000 in April, well below expectations
https://www.cnbc.com/2025/04/30/adp-jobs-report-april-2025.html

Bloomberg Mexico Economy Narrowly Dodges Recession Amid US Trade Chaos
https://www.bloomberg.com/news/articles/2025-04-30/mexico-economy-narrowly-dodges-recession-amid-trump-trade-chaos

CNBC Euro zone economy expands by better-than-expected 0.4% in the first quarter
https://www.cnbc.com/2025/04/30/euro-zone-gdp-q1-2025.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 01 May 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1247 A slew of economic reports from around the biggest global economies. Starting with US GDP, then Mexico, Germany and Europe then finally some critical macro data from China. There is indeed a common thread running through all of them, and it has markets spooked: CtG hit a new multi-year low barely above the 2020 lows. 

Eurodollar University's Money & Macro Analysis

CNBC Private payroll growth slowed to 62,000 in April, well below expectations
https://www.cnbc.com/2025/04/30/adp-jobs-report-april-2025.html

Bloomberg Mexico Economy Narrowly Dodges Recession Amid US Trade Chaos
https://www.bloomberg.com/news/articles/2025-04-30/mexico-economy-narrowly-dodges-recession-amid-trump-trade-chaos

CNBC Euro zone economy expands by better-than-expected 0.4% in the first quarter
https://www.cnbc.com/2025/04/30/euro-zone-gdp-q1-2025.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Job Fear Just SURGED to Its Worst Level Since 2009 1073 1073 Job Fear Just SURGED to Its Worst Level Since 2009 full 364514c9-b332-4be2-809e-b000be2f7b9a https://share.transistor.fm/s/09125dec Another day, another crash; or crashes. Conference Board expectations plunged to their lowest level since 2011. Another Fed PMI plummets. Two-year Treasury yields hit their lows. All pointing to that Beveridge transition.

Eurodollar University's Money & Macro Analysis

Conference Board Consumer Confidence April 2025
https://www.conference-board.org/topics/consumer-confidence/press/CCI-Apr-2025

Atlanta Fed GDPNow
https://www.atlantafed.org/cqer/research/gdpnow

Bloomberg Economists Say Trade War Makes US Recession Almost a Coin Flip
https://www.bloomberg.com/news/features/2025-04-25/economists-say-trade-war-makes-us-recession-almost-a-coin-flip

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Another day, another crash; or crashes. Conference Board expectations plunged to their lowest level since 2011. Another Fed PMI plummets. Two-year Treasury yields hit their lows. All pointing to that Beveridge transition.

Eurodollar University's Money & Macro Analysis

Conference Board Consumer Confidence April 2025
https://www.conference-board.org/topics/consumer-confidence/press/CCI-Apr-2025

Atlanta Fed GDPNow
https://www.atlantafed.org/cqer/research/gdpnow

Bloomberg Economists Say Trade War Makes US Recession Almost a Coin Flip
https://www.bloomberg.com/news/features/2025-04-25/economists-say-trade-war-makes-us-recession-almost-a-coin-flip

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 30 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1247 Another day, another crash; or crashes. Conference Board expectations plunged to their lowest level since 2011. Another Fed PMI plummets. Two-year Treasury yields hit their lows. All pointing to that Beveridge transition.

Eurodollar University's Money & Macro Analysis

Conference Board Consumer Confidence April 2025
https://www.conference-board.org/topics/consumer-confidence/press/CCI-Apr-2025

Atlanta Fed GDPNow
https://www.atlantafed.org/cqer/research/gdpnow

Bloomberg Economists Say Trade War Makes US Recession Almost a Coin Flip
https://www.bloomberg.com/news/features/2025-04-25/economists-say-trade-war-makes-us-recession-almost-a-coin-flip

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Fed Quietly Admits Mass Layoffs Have Begun, And The Economy Is Falling Apart 1072 1072 The Fed Quietly Admits Mass Layoffs Have Begun, And The Economy Is Falling Apart full 9209982c-af1f-4bca-b981-76aafb7dc27d https://share.transistor.fm/s/762d548b If you were to go off of only data collected by the Federal Reserve on the economy, you'd be left with no other option than to see it at best on the doorstep of full-blown recession. Yet, officials argue inflation anyway. The real question is where all this information and evidence instead fits the "labor curve." Unfortunately, the Fed's numbers all fall on flat. 

Eurodollar University's Money & Macro Analysis

Fed Beige Book April 2025
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20250423.pdf

Texas Manufacturing Outlook Survey 
https://www.dallasfed.org/research/surveys/tmos/2025/2504#tab-report

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you were to go off of only data collected by the Federal Reserve on the economy, you'd be left with no other option than to see it at best on the doorstep of full-blown recession. Yet, officials argue inflation anyway. The real question is where all this information and evidence instead fits the "labor curve." Unfortunately, the Fed's numbers all fall on flat. 

Eurodollar University's Money & Macro Analysis

Fed Beige Book April 2025
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20250423.pdf

Texas Manufacturing Outlook Survey 
https://www.dallasfed.org/research/surveys/tmos/2025/2504#tab-report

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 29 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1194 If you were to go off of only data collected by the Federal Reserve on the economy, you'd be left with no other option than to see it at best on the doorstep of full-blown recession. Yet, officials argue inflation anyway. The real question is where all this information and evidence instead fits the "labor curve." Unfortunately, the Fed's numbers all fall on flat. 

Eurodollar University's Money & Macro Analysis

Fed Beige Book April 2025
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20250423.pdf

Texas Manufacturing Outlook Survey 
https://www.dallasfed.org/research/surveys/tmos/2025/2504#tab-report

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Southwest Airlines Say "The Recession Has Already Begun" 1071 1071 BREAKING: Southwest Airlines Say "The Recession Has Already Begun" full 29f816ab-70d3-4fa6-8fbc-df71e87c3ed4 https://share.transistor.fm/s/57810c70 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

While other airlines were pulling their forecasts afraid to tell the truth and preferring to hide under behind "uncertainty", Southwest's CEO bluntly stated there's a recession. And that's exactly what is starting to emerge from the Federal Reserve's very own contacts, thus why former FOMC hawks are now sounding incredibly dovish, the fundamentals of interest rates in all directions. 

Eurodollar University's conversation w/Steve Van Metre

Bloomberg Southwest CEO Says US Airline Industry Is Already in a Recession
https://www.bloomberg.com/news/articles/2025-04-24/southwest-ceo-says-us-airline-industry-is-already-in-a-recession

Fed Beige Book April 2025
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20250423.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

While other airlines were pulling their forecasts afraid to tell the truth and preferring to hide under behind "uncertainty", Southwest's CEO bluntly stated there's a recession. And that's exactly what is starting to emerge from the Federal Reserve's very own contacts, thus why former FOMC hawks are now sounding incredibly dovish, the fundamentals of interest rates in all directions. 

Eurodollar University's conversation w/Steve Van Metre

Bloomberg Southwest CEO Says US Airline Industry Is Already in a Recession
https://www.bloomberg.com/news/articles/2025-04-24/southwest-ceo-says-us-airline-industry-is-already-in-a-recession

Fed Beige Book April 2025
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20250423.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 28 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1169 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

While other airlines were pulling their forecasts afraid to tell the truth and preferring to hide under behind "uncertainty", Southwest's CEO bluntly stated there's a recession. And that's exactly what is starting to emerge from the Federal Reserve's very own contacts, thus why former FOMC hawks are now sounding incredibly dovish, the fundamentals of interest rates in all directions. 

Eurodollar University's conversation w/Steve Van Metre

Bloomberg Southwest CEO Says US Airline Industry Is Already in a Recession
https://www.bloomberg.com/news/articles/2025-04-24/southwest-ceo-says-us-airline-industry-is-already-in-a-recession

Fed Beige Book April 2025
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20250423.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Global Economy Just Entered a Dangerous New Phase 1070 1070 The Global Economy Just Entered a Dangerous New Phase full a36c0311-5fc1-4176-aeb9-5d86ca732fa3 https://share.transistor.fm/s/d924c419 Weakness in key Asian bellwether has authorities there panicking into bailouts, setting its central on course to be the next major to head into "historically" low interest rates. That's not all, there's already spillover from the tariff shock in China where reports show work stoppages and factory closings. And rates there are right back near record lows. 

Eurodollar University's Money & Macro Analysis

ChosunBiz South Korea's economy faces 0.2% GDP decline amid tariff and political turmoil
https://biz.chosun.com/en/en-policy/2025/04/24/O6H63WLPC5BHDE3HUEYUTF6UUM

South Korea Ministerial Meeting on Economic Affairs and Ministerial Meeting on Strengthening Industrial Competitiveness (Apr.15, 2025)
https://english.moef.go.kr/pc/selectTbPressCenterDtl.do;jsessionid=ngE3YYBKCpQ6L--F1ty-I76Sl7rjfIGh94TDtjlr.node20?boardCd=N0001&seq=6146

FT Chinese factories slow production and send workers home as US tariffs bite
https://www.ft.com/content/d5784258-4de3-44a1-94ae-6f763857b034

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Weakness in key Asian bellwether has authorities there panicking into bailouts, setting its central on course to be the next major to head into "historically" low interest rates. That's not all, there's already spillover from the tariff shock in China where reports show work stoppages and factory closings. And rates there are right back near record lows. 

Eurodollar University's Money & Macro Analysis

ChosunBiz South Korea's economy faces 0.2% GDP decline amid tariff and political turmoil
https://biz.chosun.com/en/en-policy/2025/04/24/O6H63WLPC5BHDE3HUEYUTF6UUM

South Korea Ministerial Meeting on Economic Affairs and Ministerial Meeting on Strengthening Industrial Competitiveness (Apr.15, 2025)
https://english.moef.go.kr/pc/selectTbPressCenterDtl.do;jsessionid=ngE3YYBKCpQ6L--F1ty-I76Sl7rjfIGh94TDtjlr.node20?boardCd=N0001&seq=6146

FT Chinese factories slow production and send workers home as US tariffs bite
https://www.ft.com/content/d5784258-4de3-44a1-94ae-6f763857b034

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 27 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1044 Weakness in key Asian bellwether has authorities there panicking into bailouts, setting its central on course to be the next major to head into "historically" low interest rates. That's not all, there's already spillover from the tariff shock in China where reports show work stoppages and factory closings. And rates there are right back near record lows. 

Eurodollar University's Money & Macro Analysis

ChosunBiz South Korea's economy faces 0.2% GDP decline amid tariff and political turmoil
https://biz.chosun.com/en/en-policy/2025/04/24/O6H63WLPC5BHDE3HUEYUTF6UUM

South Korea Ministerial Meeting on Economic Affairs and Ministerial Meeting on Strengthening Industrial Competitiveness (Apr.15, 2025)
https://english.moef.go.kr/pc/selectTbPressCenterDtl.do;jsessionid=ngE3YYBKCpQ6L--F1ty-I76Sl7rjfIGh94TDtjlr.node20?boardCd=N0001&seq=6146

FT Chinese factories slow production and send workers home as US tariffs bite
https://www.ft.com/content/d5784258-4de3-44a1-94ae-6f763857b034

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Walmart Reveals Americans Have Hit Their Breaking Point 1069 1069 Walmart Reveals Americans Have Hit Their Breaking Point full c01e63ee-e602-446b-b5c9-f0d228bb3b36 https://share.transistor.fm/s/09366ef2 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Walmart isn't sitting on tariffs. They instead rolling back more prices understanding what Chipotle just found out the hard way. The burrito bowl restaurant reported its first sales decline since the lockdowns, and the reason why has everyone from airlines to Walmart scrambling. 

Eurodollar University's Money & Macro Analysis

Bloomberg Walmart Amps Up Discounts as Rivals Weigh Tariff-Driven Hikes
https://www.bloomberg.com/news/articles/2025-04-24/walmart-amps-up-discounts-to-lure-cost-conscious-customers

Bloomberg Walmart Keeps Price Pressure on Suppliers After Beijing Pushback
https://www.bloomberg.com/news/articles/2025-04-02/walmart-keeps-price-pressure-on-suppliers-after-beijing-pushback

CNBC Chipotle is seeing a ‘slowdown’ in consumer spending as 2025 gets off to a rough start
https://www.cnbc.com/2025/04/23/chipotle-mexican-grill-cmg-q1-2025-earnings.html

Bloomberg American Air Is Latest US Carrier to Give Up on 2025 Forecast
https://www.bloomberg.com/news/articles/2025-04-24/american-air-aal-pulls-full-year-outlook-on-soft-travel-demand-worry

Bloomberg United Airlines Is So Unsure About the Economy It Offers Two Profit Scenarios
https://www.bloomberg.com/news/articles/2025-04-15/united-air-flags-recessionary-risk-while-keeping-profit-target

CNBC Alaska Airlines warns of slower demand as second-quarter profit outlook falls short
https://www.cnbc.com/2025/04/23/alaska-air-alk-1q-2025-earnings.html

SPG Composite PMI flash April 2025
https://www.pmi.spglobal.com/Public/Home/PressRelease/9ee36c52b8a649adada211c1842512be

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Walmart isn't sitting on tariffs. They instead rolling back more prices understanding what Chipotle just found out the hard way. The burrito bowl restaurant reported its first sales decline since the lockdowns, and the reason why has everyone from airlines to Walmart scrambling. 

Eurodollar University's Money & Macro Analysis

Bloomberg Walmart Amps Up Discounts as Rivals Weigh Tariff-Driven Hikes
https://www.bloomberg.com/news/articles/2025-04-24/walmart-amps-up-discounts-to-lure-cost-conscious-customers

Bloomberg Walmart Keeps Price Pressure on Suppliers After Beijing Pushback
https://www.bloomberg.com/news/articles/2025-04-02/walmart-keeps-price-pressure-on-suppliers-after-beijing-pushback

CNBC Chipotle is seeing a ‘slowdown’ in consumer spending as 2025 gets off to a rough start
https://www.cnbc.com/2025/04/23/chipotle-mexican-grill-cmg-q1-2025-earnings.html

Bloomberg American Air Is Latest US Carrier to Give Up on 2025 Forecast
https://www.bloomberg.com/news/articles/2025-04-24/american-air-aal-pulls-full-year-outlook-on-soft-travel-demand-worry

Bloomberg United Airlines Is So Unsure About the Economy It Offers Two Profit Scenarios
https://www.bloomberg.com/news/articles/2025-04-15/united-air-flags-recessionary-risk-while-keeping-profit-target

CNBC Alaska Airlines warns of slower demand as second-quarter profit outlook falls short
https://www.cnbc.com/2025/04/23/alaska-air-alk-1q-2025-earnings.html

SPG Composite PMI flash April 2025
https://www.pmi.spglobal.com/Public/Home/PressRelease/9ee36c52b8a649adada211c1842512be

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 25 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1141 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Walmart isn't sitting on tariffs. They instead rolling back more prices understanding what Chipotle just found out the hard way. The burrito bowl restaurant reported its first sales decline since the lockdowns, and the reason why has everyone from airlines to Walmart scrambling. 

Eurodollar University's Money & Macro Analysis

Bloomberg Walmart Amps Up Discounts as Rivals Weigh Tariff-Driven Hikes
https://www.bloomberg.com/news/articles/2025-04-24/walmart-amps-up-discounts-to-lure-cost-conscious-customers

Bloomberg Walmart Keeps Price Pressure on Suppliers After Beijing Pushback
https://www.bloomberg.com/news/articles/2025-04-02/walmart-keeps-price-pressure-on-suppliers-after-beijing-pushback

CNBC Chipotle is seeing a ‘slowdown’ in consumer spending as 2025 gets off to a rough start
https://www.cnbc.com/2025/04/23/chipotle-mexican-grill-cmg-q1-2025-earnings.html

Bloomberg American Air Is Latest US Carrier to Give Up on 2025 Forecast
https://www.bloomberg.com/news/articles/2025-04-24/american-air-aal-pulls-full-year-outlook-on-soft-travel-demand-worry

Bloomberg United Airlines Is So Unsure About the Economy It Offers Two Profit Scenarios
https://www.bloomberg.com/news/articles/2025-04-15/united-air-flags-recessionary-risk-while-keeping-profit-target

CNBC Alaska Airlines warns of slower demand as second-quarter profit outlook falls short
https://www.cnbc.com/2025/04/23/alaska-air-alk-1q-2025-earnings.html

SPG Composite PMI flash April 2025
https://www.pmi.spglobal.com/Public/Home/PressRelease/9ee36c52b8a649adada211c1842512be

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No U.S. URGENT: Banks Are Preparing for a Rate Collapse? 1068 1068 U.S. URGENT: Banks Are Preparing for a Rate Collapse? full 6e023d5e-1e4e-4505-a504-86981b1edc90 https://share.transistor.fm/s/1a695219 While the whole world seems convinced the rest of it is rotating away from Treasuries, the actual evidence unequivocally shows something very different. This isn't a one-time relationship, either. Instead, a deep fundamental basis that connects repo, interest rates foundations, global banks, and the recent deflationary developments. 

Eurodollar University's Money & Macro Analysis

Bloomberg Traders View Treasury Auctions as Litmus Test for Foreign Buyers
https://www.bloomberg.com/news/articles/2025-04-23/us-treasury-auctions-offer-latest-clues-on-foreign-buyers-strike

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> While the whole world seems convinced the rest of it is rotating away from Treasuries, the actual evidence unequivocally shows something very different. This isn't a one-time relationship, either. Instead, a deep fundamental basis that connects repo, interest rates foundations, global banks, and the recent deflationary developments. 

Eurodollar University's Money & Macro Analysis

Bloomberg Traders View Treasury Auctions as Litmus Test for Foreign Buyers
https://www.bloomberg.com/news/articles/2025-04-23/us-treasury-auctions-offer-latest-clues-on-foreign-buyers-strike

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 24 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1219 While the whole world seems convinced the rest of it is rotating away from Treasuries, the actual evidence unequivocally shows something very different. This isn't a one-time relationship, either. Instead, a deep fundamental basis that connects repo, interest rates foundations, global banks, and the recent deflationary developments. 

Eurodollar University's Money & Macro Analysis

Bloomberg Traders View Treasury Auctions as Litmus Test for Foreign Buyers
https://www.bloomberg.com/news/articles/2025-04-23/us-treasury-auctions-offer-latest-clues-on-foreign-buyers-strike

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Something HUGE Just happened 1067 1067 Something HUGE Just happened full 8a88bf0d-2b6f-4c16-8f3d-c57489fc5cdd https://share.transistor.fm/s/213a8ab3 Another day, another major warning this time once again from the Swiss. This one is a critical dollar signal. Even though the mainstream gets it completely backward, that diminish the significance of the surge. Plus, it is being corroborated by others along with changes to macro interpretations even among official bodies like the IMF.

Eurodollar University's Money & Macro Analysis

SNB's Martin Schlegel December 12, 2024
https://www.bloomberg.com/news/videos/2024-12-12/snb-s-schlegel-on-interest-rate-decision-negative-rates

IMF WEO April 2025
https://www.imf.org/en/Publications/WEO/Issues/2025/04/22/world-economic-outlook-april-2025

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Another day, another major warning this time once again from the Swiss. This one is a critical dollar signal. Even though the mainstream gets it completely backward, that diminish the significance of the surge. Plus, it is being corroborated by others along with changes to macro interpretations even among official bodies like the IMF.

Eurodollar University's Money & Macro Analysis

SNB's Martin Schlegel December 12, 2024
https://www.bloomberg.com/news/videos/2024-12-12/snb-s-schlegel-on-interest-rate-decision-negative-rates

IMF WEO April 2025
https://www.imf.org/en/Publications/WEO/Issues/2025/04/22/world-economic-outlook-april-2025

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 23 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1176 Another day, another major warning this time once again from the Swiss. This one is a critical dollar signal. Even though the mainstream gets it completely backward, that diminish the significance of the surge. Plus, it is being corroborated by others along with changes to macro interpretations even among official bodies like the IMF.

Eurodollar University's Money & Macro Analysis

SNB's Martin Schlegel December 12, 2024
https://www.bloomberg.com/news/videos/2024-12-12/snb-s-schlegel-on-interest-rate-decision-negative-rates

IMF WEO April 2025
https://www.imf.org/en/Publications/WEO/Issues/2025/04/22/world-economic-outlook-april-2025

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No URGENT: Tariffs Just Triggered a 64% Drop in Imports — This Is Just the Start 1066 1066 URGENT: Tariffs Just Triggered a 64% Drop in Imports — This Is Just the Start full a4a88c3f-1033-4933-8acd-35161bf902e6 https://share.transistor.fm/s/f977ddf4 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

We're moving out of the theoretical impacts from tariffs and global weakness and into the reality of the situation. The first data from April is coming in from a variety of sources. China is seeing major reactions, as did South Korea. Hardly being spared, the response in Philly manufacturing was near-historic. Here comes the data for all those dependent. 

Eurodollar University's Money & Macro Analysis

CNBC Trade war fallout: Cancellations of Chinese freight ships begin as bookings plummet
https://www.cnbc.com/2025/04/16/trade-war-fallout-china-freight-ship-decline-begins-orders-plummet.html

Bloomberg Shrinking Korea Exports Send Global Warning on Trump Tariffs
https://www.bloomberg.com/news/articles/2025-04-21/south-korea-s-early-trade-data-show-exports-shrank-after-tariffs

Hankyoreh BOK warns of negative economic growth in Q1, hinting at another downgrade in May
https://www.hani.co.kr/arti/english_edition/e_business/1193165.html

Conference Board March 2025 LEI
https://www.conference-board.org/topics/us-leading-indicators

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

We're moving out of the theoretical impacts from tariffs and global weakness and into the reality of the situation. The first data from April is coming in from a variety of sources. China is seeing major reactions, as did South Korea. Hardly being spared, the response in Philly manufacturing was near-historic. Here comes the data for all those dependent. 

Eurodollar University's Money & Macro Analysis

CNBC Trade war fallout: Cancellations of Chinese freight ships begin as bookings plummet
https://www.cnbc.com/2025/04/16/trade-war-fallout-china-freight-ship-decline-begins-orders-plummet.html

Bloomberg Shrinking Korea Exports Send Global Warning on Trump Tariffs
https://www.bloomberg.com/news/articles/2025-04-21/south-korea-s-early-trade-data-show-exports-shrank-after-tariffs

Hankyoreh BOK warns of negative economic growth in Q1, hinting at another downgrade in May
https://www.hani.co.kr/arti/english_edition/e_business/1193165.html

Conference Board March 2025 LEI
https://www.conference-board.org/topics/us-leading-indicators

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 22 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1195 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

We're moving out of the theoretical impacts from tariffs and global weakness and into the reality of the situation. The first data from April is coming in from a variety of sources. China is seeing major reactions, as did South Korea. Hardly being spared, the response in Philly manufacturing was near-historic. Here comes the data for all those dependent. 

Eurodollar University's Money & Macro Analysis

CNBC Trade war fallout: Cancellations of Chinese freight ships begin as bookings plummet
https://www.cnbc.com/2025/04/16/trade-war-fallout-china-freight-ship-decline-begins-orders-plummet.html

Bloomberg Shrinking Korea Exports Send Global Warning on Trump Tariffs
https://www.bloomberg.com/news/articles/2025-04-21/south-korea-s-early-trade-data-show-exports-shrank-after-tariffs

Hankyoreh BOK warns of negative economic growth in Q1, hinting at another downgrade in May
https://www.hani.co.kr/arti/english_edition/e_business/1193165.html

Conference Board March 2025 LEI
https://www.conference-board.org/topics/us-leading-indicators

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Foreigners Are Dumping Record Treasuries — Is This the End?! 1065 1065 Foreigners Are Dumping Record Treasuries — Is This the End?! full fa81fd50-d5a7-487b-92ae-23bf65868aa2 https://share.transistor.fm/s/7e5d9266 Foreign governments are selling large quantities of Treasury securities, including the Chinese. Several commentators have therefore suggested there is a growing probability China devalues the yuan. While all of these results and possibilities are indeed related, not all foreigners are selling dollar assets. According to the same data, this group has been a buying hand over fist. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Foreign governments are selling large quantities of Treasury securities, including the Chinese. Several commentators have therefore suggested there is a growing probability China devalues the yuan. While all of these results and possibilities are indeed related, not all foreigners are selling dollar assets. According to the same data, this group has been a buying hand over fist. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 21 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1220 Foreign governments are selling large quantities of Treasury securities, including the Chinese. Several commentators have therefore suggested there is a growing probability China devalues the yuan. While all of these results and possibilities are indeed related, not all foreigners are selling dollar assets. According to the same data, this group has been a buying hand over fist. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe What Just Happened to Interest Rates in Europe 1064 1064 You Won’t Believe What Just Happened to Interest Rates in Europe full 0b802ed6-f255-473d-87ac-ad6904c8722f https://share.transistor.fm/s/a11708fa Anyone looking to buy gold really needs to contact today's video sponsor, our friends over at DefytheGrid, using the link below:
https://defythegrid.com/c/eurodollaruniversity/

Make sure you use Coupon Code: eurodollaruniversity

A return to historic low interest rates in Europe is now practically guaranteed. Chances for ultra-low and maybe even zero is becoming too much to ignore. More importantly, why Europe has become a leader of the pack in the race to the bottom. 

Eurodollar University's Money & Macro Analysis

ECB Press Conference April 2025
https://www.ecb.europa.eu/press/press_conference/monetary-policy-statement/2025/html/ecb.is250417~091c625eb6.en.html
https://www.youtube.com/watch?v=5YWkRPdC79M

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Anyone looking to buy gold really needs to contact today's video sponsor, our friends over at DefytheGrid, using the link below:
https://defythegrid.com/c/eurodollaruniversity/

Make sure you use Coupon Code: eurodollaruniversity

A return to historic low interest rates in Europe is now practically guaranteed. Chances for ultra-low and maybe even zero is becoming too much to ignore. More importantly, why Europe has become a leader of the pack in the race to the bottom. 

Eurodollar University's Money & Macro Analysis

ECB Press Conference April 2025
https://www.ecb.europa.eu/press/press_conference/monetary-policy-statement/2025/html/ecb.is250417~091c625eb6.en.html
https://www.youtube.com/watch?v=5YWkRPdC79M

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 20 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1264 Anyone looking to buy gold really needs to contact today's video sponsor, our friends over at DefytheGrid, using the link below:
https://defythegrid.com/c/eurodollaruniversity/

Make sure you use Coupon Code: eurodollaruniversity

A return to historic low interest rates in Europe is now practically guaranteed. Chances for ultra-low and maybe even zero is becoming too much to ignore. More importantly, why Europe has become a leader of the pack in the race to the bottom. 

Eurodollar University's Money & Macro Analysis

ECB Press Conference April 2025
https://www.ecb.europa.eu/press/press_conference/monetary-policy-statement/2025/html/ecb.is250417~091c625eb6.en.html
https://www.youtube.com/watch?v=5YWkRPdC79M

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Every Major Crisis Started JUST Like This… And It’s Happening Again 1063 1063 Every Major Crisis Started JUST Like This… And It’s Happening Again full 372c8d24-15ee-43a9-ac0b-20eea452deec https://share.transistor.fm/s/c1784974 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

There are way too many critical financial and monetary signals at crisis levels right now. The 2008 or 2020 comparisons are all over the place. The latest to reach these numbers is derived from silver. By itself, what it has done is alarming. Combined with everything else performing similarly, it's too much to ignore. The reason why is what all these together really mean, exactly what we investigate here. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

There are way too many critical financial and monetary signals at crisis levels right now. The 2008 or 2020 comparisons are all over the place. The latest to reach these numbers is derived from silver. By itself, what it has done is alarming. Combined with everything else performing similarly, it's too much to ignore. The reason why is what all these together really mean, exactly what we investigate here. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 18 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1232 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

There are way too many critical financial and monetary signals at crisis levels right now. The 2008 or 2020 comparisons are all over the place. The latest to reach these numbers is derived from silver. By itself, what it has done is alarming. Combined with everything else performing similarly, it's too much to ignore. The reason why is what all these together really mean, exactly what we investigate here. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Japan is PLUNGING and it’s Quickly Spreading to the Rest of the World 1062 1062 Japan is PLUNGING and it’s Quickly Spreading to the Rest of the World full e9904b85-d0fc-44f5-b6cc-e4f9df4d1fff https://share.transistor.fm/s/ff9996bd Anyone looking to by gold really needs to contact today's video sponsor, our friends over at DefytheGrid, using the link below:
https://defythegrid.com/c/eurodollaruniversity/

Make sure you use Coupon Code: eurodollaruniversity

A big move in Japan today, with yields dropping and the yen rising. Both were matched by some truly grim developments and warnings from around the world, everything from AI to the Bank of Canada's extreme case and then some truly grim results in New York. Or, exactly what JGBs and JPY are signaling themselves. 

Eurodollar University's Money & Macro Analysis

Bloomberg Nvidia Curbs and ASML Warning Spur Global Tech-Stock Rout
https://www.bloomberg.com/news/articles/2025-04-16/nvidia-supplier-stocks-drop-on-latest-china-export-restrictions

WTO April 2025 Global Trade Outlook
https://www.wto.org/english/res_e/booksp_e/trade_outlook25_e.pdf

FRBNY April 2025 Business Leaders Survey https://www.newyorkfed.org/medialibrary/media/Survey/business_leaders/2025/2025_04blsreport.pdf?sc_lang=en&hash=F63E9C1D24FCF84A22217C915C713718

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Anyone looking to by gold really needs to contact today's video sponsor, our friends over at DefytheGrid, using the link below:
https://defythegrid.com/c/eurodollaruniversity/

Make sure you use Coupon Code: eurodollaruniversity

A big move in Japan today, with yields dropping and the yen rising. Both were matched by some truly grim developments and warnings from around the world, everything from AI to the Bank of Canada's extreme case and then some truly grim results in New York. Or, exactly what JGBs and JPY are signaling themselves. 

Eurodollar University's Money & Macro Analysis

Bloomberg Nvidia Curbs and ASML Warning Spur Global Tech-Stock Rout
https://www.bloomberg.com/news/articles/2025-04-16/nvidia-supplier-stocks-drop-on-latest-china-export-restrictions

WTO April 2025 Global Trade Outlook
https://www.wto.org/english/res_e/booksp_e/trade_outlook25_e.pdf

FRBNY April 2025 Business Leaders Survey https://www.newyorkfed.org/medialibrary/media/Survey/business_leaders/2025/2025_04blsreport.pdf?sc_lang=en&hash=F63E9C1D24FCF84A22217C915C713718

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 17 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1223 Anyone looking to by gold really needs to contact today's video sponsor, our friends over at DefytheGrid, using the link below:
https://defythegrid.com/c/eurodollaruniversity/

Make sure you use Coupon Code: eurodollaruniversity

A big move in Japan today, with yields dropping and the yen rising. Both were matched by some truly grim developments and warnings from around the world, everything from AI to the Bank of Canada's extreme case and then some truly grim results in New York. Or, exactly what JGBs and JPY are signaling themselves. 

Eurodollar University's Money & Macro Analysis

Bloomberg Nvidia Curbs and ASML Warning Spur Global Tech-Stock Rout
https://www.bloomberg.com/news/articles/2025-04-16/nvidia-supplier-stocks-drop-on-latest-china-export-restrictions

WTO April 2025 Global Trade Outlook
https://www.wto.org/english/res_e/booksp_e/trade_outlook25_e.pdf

FRBNY April 2025 Business Leaders Survey https://www.newyorkfed.org/medialibrary/media/Survey/business_leaders/2025/2025_04blsreport.pdf?sc_lang=en&hash=F63E9C1D24FCF84A22217C915C713718

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Central Banks Are Being Forced To Lower Interest Rates Now 1061 1061 Central Banks Are Being Forced To Lower Interest Rates Now full 8156cb3f-f5b6-4f66-81b6-5d9162a0eae8 https://share.transistor.fm/s/b4e00ff9 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Central bankers all over the world kept saying, nah, we’re not going to do it this time. They weren’t going to race to the bottom, cutting their interest rates back down to historical lows. And the data keeps coming in that says, yeah, you are. Troubling developments along these lines as Europe goes more for the bottom. 

Eurodollar University's Money & Macro Analysis

Bloomberg UK Employment Fell Most Since Pandemic Ahead of Tax Hike
https://www.bloomberg.com/news/articles/2025-04-15/uk-wage-growth-quickens-employment-falls-in-dilemma-for-boe

Rueters ECB's Rehn sees stronger case for ECB rate cut in April amid trade war
https://www.reuters.com/markets/europe/ecbs-rehn-sees-stronger-case-ecb-rate-cut-april-amid-trade-war-2025-04-09/

ZEW press release
https://www.zew.de/en/press/latest-press-releases/liberation-day-causes-zew-indicator-to-plunge

IEA April 2025
https://www.iea.org/reports/oil-market-report-april-2025

Bloomberg Oil Goes From Bad to Worse in First Takes on 2026
https://www.bloomberg.com/news/newsletters/2025-04-15/oil-goes-from-bad-to-worse-in-first-takes-on-2026

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Central bankers all over the world kept saying, nah, we’re not going to do it this time. They weren’t going to race to the bottom, cutting their interest rates back down to historical lows. And the data keeps coming in that says, yeah, you are. Troubling developments along these lines as Europe goes more for the bottom. 

Eurodollar University's Money & Macro Analysis

Bloomberg UK Employment Fell Most Since Pandemic Ahead of Tax Hike
https://www.bloomberg.com/news/articles/2025-04-15/uk-wage-growth-quickens-employment-falls-in-dilemma-for-boe

Rueters ECB's Rehn sees stronger case for ECB rate cut in April amid trade war
https://www.reuters.com/markets/europe/ecbs-rehn-sees-stronger-case-ecb-rate-cut-april-amid-trade-war-2025-04-09/

ZEW press release
https://www.zew.de/en/press/latest-press-releases/liberation-day-causes-zew-indicator-to-plunge

IEA April 2025
https://www.iea.org/reports/oil-market-report-april-2025

Bloomberg Oil Goes From Bad to Worse in First Takes on 2026
https://www.bloomberg.com/news/newsletters/2025-04-15/oil-goes-from-bad-to-worse-in-first-takes-on-2026

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 16 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1167 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Central bankers all over the world kept saying, nah, we’re not going to do it this time. They weren’t going to race to the bottom, cutting their interest rates back down to historical lows. And the data keeps coming in that says, yeah, you are. Troubling developments along these lines as Europe goes more for the bottom. 

Eurodollar University's Money & Macro Analysis

Bloomberg UK Employment Fell Most Since Pandemic Ahead of Tax Hike
https://www.bloomberg.com/news/articles/2025-04-15/uk-wage-growth-quickens-employment-falls-in-dilemma-for-boe

Rueters ECB's Rehn sees stronger case for ECB rate cut in April amid trade war
https://www.reuters.com/markets/europe/ecbs-rehn-sees-stronger-case-ecb-rate-cut-april-amid-trade-war-2025-04-09/

ZEW press release
https://www.zew.de/en/press/latest-press-releases/liberation-day-causes-zew-indicator-to-plunge

IEA April 2025
https://www.iea.org/reports/oil-market-report-april-2025

Bloomberg Oil Goes From Bad to Worse in First Takes on 2026
https://www.bloomberg.com/news/newsletters/2025-04-15/oil-goes-from-bad-to-worse-in-first-takes-on-2026

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Ray Dalio Just Warned of a Potential Financial Crisis (Here's What You MUST Know) 1060 1060 Ray Dalio Just Warned of a Potential Financial Crisis (Here's What You MUST Know) full bc79b691-923a-4aab-9864-2db8f8defbe4 https://share.transistor.fm/s/8b1392cb Ray Dalio says he believes the economy is already on the edge of a full-blown recession already, and he's hardly alone. However, Dalio also told Meet The Press his main worry is that recession economy getting slammed by a crisis. While Mr. Dalio means persistently higher interest rates, we know that's not what the real markets are pricing even if ultimately this would lead to exactly what he's warning about. 

Eurodollar University's Money & Macro Analysis

NBC News Ray Dalio MtP
https://www.nbcnews.com/meet-the-press/video/billionaire-investor-ray-dalio-is-worried-about-something-worse-than-recession-full-interview-237257285807

Bloomberg Bessent Is Wrong About Banks Saving Treasuries
https://www.bloomberg.com/opinion/articles/2025-04-14/bessent-is-wrong-about-banks-saving-treasuries

FRBNY SCE
https://www.newyorkfed.org/microeconomics/sce#/

Bloomberg Fearing Recession, Young People Are Heading to Grad School
https://www.bloomberg.com/news/articles/2025-04-12/grad-school-interest-surges-as-young-people-fear-recession-bleak-job-market

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Ray Dalio says he believes the economy is already on the edge of a full-blown recession already, and he's hardly alone. However, Dalio also told Meet The Press his main worry is that recession economy getting slammed by a crisis. While Mr. Dalio means persistently higher interest rates, we know that's not what the real markets are pricing even if ultimately this would lead to exactly what he's warning about. 

Eurodollar University's Money & Macro Analysis

NBC News Ray Dalio MtP
https://www.nbcnews.com/meet-the-press/video/billionaire-investor-ray-dalio-is-worried-about-something-worse-than-recession-full-interview-237257285807

Bloomberg Bessent Is Wrong About Banks Saving Treasuries
https://www.bloomberg.com/opinion/articles/2025-04-14/bessent-is-wrong-about-banks-saving-treasuries

FRBNY SCE
https://www.newyorkfed.org/microeconomics/sce#/

Bloomberg Fearing Recession, Young People Are Heading to Grad School
https://www.bloomberg.com/news/articles/2025-04-12/grad-school-interest-surges-as-young-people-fear-recession-bleak-job-market

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 15 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1299 Ray Dalio says he believes the economy is already on the edge of a full-blown recession already, and he's hardly alone. However, Dalio also told Meet The Press his main worry is that recession economy getting slammed by a crisis. While Mr. Dalio means persistently higher interest rates, we know that's not what the real markets are pricing even if ultimately this would lead to exactly what he's warning about. 

Eurodollar University's Money & Macro Analysis

NBC News Ray Dalio MtP
https://www.nbcnews.com/meet-the-press/video/billionaire-investor-ray-dalio-is-worried-about-something-worse-than-recession-full-interview-237257285807

Bloomberg Bessent Is Wrong About Banks Saving Treasuries
https://www.bloomberg.com/opinion/articles/2025-04-14/bessent-is-wrong-about-banks-saving-treasuries

FRBNY SCE
https://www.newyorkfed.org/microeconomics/sce#/

Bloomberg Fearing Recession, Young People Are Heading to Grad School
https://www.bloomberg.com/news/articles/2025-04-12/grad-school-interest-surges-as-young-people-fear-recession-bleak-job-market

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Consumer Confidence Just COLLAPSED, Again... 1059 1059 Consumer Confidence Just COLLAPSED, Again... full adc44959-1b63-48b9-84a3-074829421d87 https://share.transistor.fm/s/e607269f Consumer confidence plummeted to second lowest on record for a series that dates back to 1952 as American workers are afraid for their jobs in way the economy hasn't seen since the worst months of 2009. If that wasn't enough, both consumer and producer price indexes for March declined into deflation...in spite of tariffs. 

Eurodollar University's conversation w/Steve Van Metre

University of Michigan Surveys of Consumers
https://www.sca.isr.umich.edu/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Consumer confidence plummeted to second lowest on record for a series that dates back to 1952 as American workers are afraid for their jobs in way the economy hasn't seen since the worst months of 2009. If that wasn't enough, both consumer and producer price indexes for March declined into deflation...in spite of tariffs. 

Eurodollar University's conversation w/Steve Van Metre

University of Michigan Surveys of Consumers
https://www.sca.isr.umich.edu/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 14 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1096 Consumer confidence plummeted to second lowest on record for a series that dates back to 1952 as American workers are afraid for their jobs in way the economy hasn't seen since the worst months of 2009. If that wasn't enough, both consumer and producer price indexes for March declined into deflation...in spite of tariffs. 

Eurodollar University's conversation w/Steve Van Metre

University of Michigan Surveys of Consumers
https://www.sca.isr.umich.edu/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Everyone Thinks the Dollar Is Crashing — They’re Missing the Real Risk 1058 1058 Everyone Thinks the Dollar Is Crashing — They’re Missing the Real Risk full 50c40fd5-a897-476b-a779-8f1be5359825 https://share.transistor.fm/s/9cdff7f2 DXY fell to its lowest value in more than two years. That means the dollar is crashing, right? Everyone says so, but when it comes to the dollar or anything related to the monetary system what everyone says is rarely ever so. The dollar IS going nuts, at least that part's right.

Eurodollar University's Money & Macro Analysis

Reuters US dollar stranglehold on global FX sets stage for euro parity: Reuters poll
https://www.reuters.com/markets/currencies/us-dollar-stranglehold-global-fx-sets-stage-euro-parity-2025-01-08/

Reuters Next up for markets: A crisis of confidence in the dollar
https://www.reuters.com/markets/wealth/next-up-markets-crisis-confidence-dollar-2025-04-04/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> DXY fell to its lowest value in more than two years. That means the dollar is crashing, right? Everyone says so, but when it comes to the dollar or anything related to the monetary system what everyone says is rarely ever so. The dollar IS going nuts, at least that part's right.

Eurodollar University's Money & Macro Analysis

Reuters US dollar stranglehold on global FX sets stage for euro parity: Reuters poll
https://www.reuters.com/markets/currencies/us-dollar-stranglehold-global-fx-sets-stage-euro-parity-2025-01-08/

Reuters Next up for markets: A crisis of confidence in the dollar
https://www.reuters.com/markets/wealth/next-up-markets-crisis-confidence-dollar-2025-04-04/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 13 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1139 DXY fell to its lowest value in more than two years. That means the dollar is crashing, right? Everyone says so, but when it comes to the dollar or anything related to the monetary system what everyone says is rarely ever so. The dollar IS going nuts, at least that part's right.

Eurodollar University's Money & Macro Analysis

Reuters US dollar stranglehold on global FX sets stage for euro parity: Reuters poll
https://www.reuters.com/markets/currencies/us-dollar-stranglehold-global-fx-sets-stage-euro-parity-2025-01-08/

Reuters Next up for markets: A crisis of confidence in the dollar
https://www.reuters.com/markets/wealth/next-up-markets-crisis-confidence-dollar-2025-04-04/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WARNING: Something Just Broke in the Financial System (Again) 1057 1057 WARNING: Something Just Broke in the Financial System (Again) full 820ecaac-ff31-4222-9176-78c96e299e93 https://share.transistor.fm/s/49ec5fea If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

One of the most critical and dependable monetary signals we have utterly crashed this week. While other financial markets struggle to regain their footing, this one says there's more disorder still to come along with the negative consequences from it in the real economy. And to punctuate how high the possibilities are, the BLS reported a disturbingly negative CPI for March. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

One of the most critical and dependable monetary signals we have utterly crashed this week. While other financial markets struggle to regain their footing, this one says there's more disorder still to come along with the negative consequences from it in the real economy. And to punctuate how high the possibilities are, the BLS reported a disturbingly negative CPI for March. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 11 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1194 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

One of the most critical and dependable monetary signals we have utterly crashed this week. While other financial markets struggle to regain their footing, this one says there's more disorder still to come along with the negative consequences from it in the real economy. And to punctuate how high the possibilities are, the BLS reported a disturbingly negative CPI for March. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No URGENT: This Could Trigger A Full-Blown Global Liquidity Crisis 1056 1056 URGENT: This Could Trigger A Full-Blown Global Liquidity Crisis full 4fe0f749-d505-459a-b9f3-2006951f27f8 https://share.transistor.fm/s/b03a383e Why are Treasury yields soaring when they should be falling on flight to safety? This is the telltale sign of something we're not supposed to talk about or even recognize. As clear as day, the Treasury market's supposed breakdown explains everything else that's happening alongside it: why there are liquidations and chaos seemingly in every direction. 

Eurodollar University's Money & Macro Analysis

Basis Trade/Hedge Fund Bailout
https://youtu.be/MF3B0puKkxU

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Why are Treasury yields soaring when they should be falling on flight to safety? This is the telltale sign of something we're not supposed to talk about or even recognize. As clear as day, the Treasury market's supposed breakdown explains everything else that's happening alongside it: why there are liquidations and chaos seemingly in every direction. 

Eurodollar University's Money & Macro Analysis

Basis Trade/Hedge Fund Bailout
https://youtu.be/MF3B0puKkxU

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 10 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1285 Why are Treasury yields soaring when they should be falling on flight to safety? This is the telltale sign of something we're not supposed to talk about or even recognize. As clear as day, the Treasury market's supposed breakdown explains everything else that's happening alongside it: why there are liquidations and chaos seemingly in every direction. 

Eurodollar University's Money & Macro Analysis

Basis Trade/Hedge Fund Bailout
https://youtu.be/MF3B0puKkxU

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T! Larry Fink Just Revealed the Truth About the Economy 1055 1055 HOLY SH*T! Larry Fink Just Revealed the Truth About the Economy full d8575c33-ed1d-435e-9a61-6cc42eb21a77 https://share.transistor.fm/s/4d040707 Downgrades are coming in from all over the place, this one from America's top CEOs. Worse than that, critical segments of the bond market wholeheartedly agree with the increasingly dire assessments, making multiyear lows of their own. Moreover, the latest data on consumer credit fans the flames of ongoing liquidations. 

Eurodollar University's Money & Macro Analysis

CNBC CEOs think the U.S. is ‘probably in a recession right now,’ says BlackRock’s Larry Fink
https://www.cnbc.com/2025/04/07/ceos-think-the-us-is-probably-in-a-recession-right-now-says-blackrocks-larry-fink.html

Bloomberg Goldman Boosts Recession Risk, Brings Forward Fed Rate-Cut Call
https://www.bloomberg.com/news/articles/2025-04-07/goldman-boosts-recession-risk-brings-forward-fed-rate-cut-call

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Downgrades are coming in from all over the place, this one from America's top CEOs. Worse than that, critical segments of the bond market wholeheartedly agree with the increasingly dire assessments, making multiyear lows of their own. Moreover, the latest data on consumer credit fans the flames of ongoing liquidations. 

Eurodollar University's Money & Macro Analysis

CNBC CEOs think the U.S. is ‘probably in a recession right now,’ says BlackRock’s Larry Fink
https://www.cnbc.com/2025/04/07/ceos-think-the-us-is-probably-in-a-recession-right-now-says-blackrocks-larry-fink.html

Bloomberg Goldman Boosts Recession Risk, Brings Forward Fed Rate-Cut Call
https://www.bloomberg.com/news/articles/2025-04-07/goldman-boosts-recession-risk-brings-forward-fed-rate-cut-call

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 09 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1233 Downgrades are coming in from all over the place, this one from America's top CEOs. Worse than that, critical segments of the bond market wholeheartedly agree with the increasingly dire assessments, making multiyear lows of their own. Moreover, the latest data on consumer credit fans the flames of ongoing liquidations. 

Eurodollar University's Money & Macro Analysis

CNBC CEOs think the U.S. is ‘probably in a recession right now,’ says BlackRock’s Larry Fink
https://www.cnbc.com/2025/04/07/ceos-think-the-us-is-probably-in-a-recession-right-now-says-blackrocks-larry-fink.html

Bloomberg Goldman Boosts Recession Risk, Brings Forward Fed Rate-Cut Call
https://www.bloomberg.com/news/articles/2025-04-07/goldman-boosts-recession-risk-brings-forward-fed-rate-cut-call

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Asia Just Triggered the Next Wave of Liquidations 1054 1054 Asia Just Triggered the Next Wave of Liquidations full 43c35a7f-6251-4509-8219-2dd3916a3234 https://share.transistor.fm/s/17aad086 Today was Asia's turn to get pummeled by margin calls, distressed sales, even liquidations. Within all those, there are growing signs of monetary deflation. First, the key role Japan played in what happened. Then, an abrupt selloff in Treasuries which left the mainstream shaking its collective head. Instead, a telltale sign all its own. 

Eurodollar University's Money & Macro Analysis

Bloomberg Asian Stocks Tumble Most Since 2008 on Global Recession Worries
https://www.bloomberg.com/news/articles/2025-04-07/asian-stock-benchmarks-drops-most-in-14-years-on-tariff-concerns

Bloomberg China Stocks Suffer ‘Panic Selling’ as Tariff War Escalates
https://www.bloomberg.com/news/articles/2025-04-07/chinese-stocks-plunge-amid-growing-fear-of-full-blown-trade-war

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Today was Asia's turn to get pummeled by margin calls, distressed sales, even liquidations. Within all those, there are growing signs of monetary deflation. First, the key role Japan played in what happened. Then, an abrupt selloff in Treasuries which left the mainstream shaking its collective head. Instead, a telltale sign all its own. 

Eurodollar University's Money & Macro Analysis

Bloomberg Asian Stocks Tumble Most Since 2008 on Global Recession Worries
https://www.bloomberg.com/news/articles/2025-04-07/asian-stock-benchmarks-drops-most-in-14-years-on-tariff-concerns

Bloomberg China Stocks Suffer ‘Panic Selling’ as Tariff War Escalates
https://www.bloomberg.com/news/articles/2025-04-07/chinese-stocks-plunge-amid-growing-fear-of-full-blown-trade-war

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 08 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1266 Today was Asia's turn to get pummeled by margin calls, distressed sales, even liquidations. Within all those, there are growing signs of monetary deflation. First, the key role Japan played in what happened. Then, an abrupt selloff in Treasuries which left the mainstream shaking its collective head. Instead, a telltale sign all its own. 

Eurodollar University's Money & Macro Analysis

Bloomberg Asian Stocks Tumble Most Since 2008 on Global Recession Worries
https://www.bloomberg.com/news/articles/2025-04-07/asian-stock-benchmarks-drops-most-in-14-years-on-tariff-concerns

Bloomberg China Stocks Suffer ‘Panic Selling’ as Tariff War Escalates
https://www.bloomberg.com/news/articles/2025-04-07/chinese-stocks-plunge-amid-growing-fear-of-full-blown-trade-war

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Markets Are Crashing for a Reason Everyone Missed 1053 1053 Markets Are Crashing for a Reason Everyone Missed full 05c16fda-8be1-4c4c-8608-f882265582e5 https://share.transistor.fm/s/0b1cbef0 Market meltdowns took center stage and attention away from March payroll estimates. They were overshadowed by a rise in unemployment which further cemented growing financial concerns the economy has already fallen into the bad case. That point has previously been raised by a key factor almost everyone had missed. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Market meltdowns took center stage and attention away from March payroll estimates. They were overshadowed by a rise in unemployment which further cemented growing financial concerns the economy has already fallen into the bad case. That point has previously been raised by a key factor almost everyone had missed. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 07 Apr 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1110 Market meltdowns took center stage and attention away from March payroll estimates. They were overshadowed by a rise in unemployment which further cemented growing financial concerns the economy has already fallen into the bad case. That point has previously been raised by a key factor almost everyone had missed. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Markets Are PANICKING as Interest Rates COLLAPSE Globally 1052 1052 Markets Are PANICKING as Interest Rates COLLAPSE Globally full cbf8fbd1-7f1f-4bdf-a63f-7aa95edda3b2 https://share.transistor.fm/s/99210d27 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/


If you want to come hang out at Rebel Capitalist Live, Use code jeff (lowercase) at checkout to get $100 off your ticket → https://rebelcapitalistlive.com/

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/


If you want to come hang out at Rebel Capitalist Live, Use code jeff (lowercase) at checkout to get $100 off your ticket → https://rebelcapitalistlive.com/

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 06 Apr 2025 08:46:39 -0400 Jeff Snider Jeff Snider 2685 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/


If you want to come hang out at Rebel Capitalist Live, Use code jeff (lowercase) at checkout to get $100 off your ticket → https://rebelcapitalistlive.com/

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The ENTIRE Global Economy Just Entered Recession 1051 1051 The ENTIRE Global Economy Just Entered Recession full 349b1288-bdae-42a6-918e-a8001efac64a https://share.transistor.fm/s/8b703fff Downgrade fever is here. It's coming in from private sources as well as central banks, in the US as well as outside of it. The global economy's loss of momentum has become too much to ignore any longer. While that just means everyone will blame tariffs, all those are doing is waking everyone up to what's been happening for some time already.

Eurodollar University's Money & Macro Analysis

Atlanta Fed GDPNow 
https://www.atlantafed.org/cqer/research/gdpnow

Bloomberg Fed’s Goolsbee Warns of Tariff-Induced Pullback in Spending
https://www.bloomberg.com/news/articles/2025-04-01/fed-s-goolsbee-warns-of-tariff-induced-pullback-in-spending

CNBC #RecessionIndicator: Young Americans are losing confidence in the economy — and it shows online
https://www.cnbc.com/2025/03/27/young-americans-are-losing-confidence-in-economy-and-it-shows-online.html

CNBC First-quarter GDP growth will be just 0.3% as tariffs stoke stagflation conditions, says CNBC survey
https://www.cnbc.com/2025/03/31/first-quarter-gdp-growth-will-be-just-0point3percent-as-tariffs-stoke-stagflation-conditions-says-cnbc-survey.html

Bloomberg Pimco Favors Stable Returns From Bonds as Recession Risk Builds
https://www.bloomberg.com/news/articles/2025-04-01/pimco-favors-stable-returns-from-bonds-as-recession-risk-builds

OECD March 2025
https://www.oecd.org/en/publications/oecd-economic-outlook-interim-report-march-2025_89af4857-en.html

OECD December 2024
https://www.oecd.org/en/publications/2024/12/oecd-economic-outlook-volume-2024-issue-2_67bb8fac.html

OECD November 2010
https://www.oecd.org/content/dam/oecd/en/publications/reports/2010/12/oecd-economic-outlook-volume-2010-issue-2_g1ghbb4a/eco_outlook-v2010-2-en.pdf

Bloomberg France’s 2025 Economic Growth Forecast to Be Cut, Minister Says
https://www.bloomberg.com/news/articles/2025-04-02/france-s-2025-economic-growth-forecast-to-be-cut-minister-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Downgrade fever is here. It's coming in from private sources as well as central banks, in the US as well as outside of it. The global economy's loss of momentum has become too much to ignore any longer. While that just means everyone will blame tariffs, all those are doing is waking everyone up to what's been happening for some time already.

Eurodollar University's Money & Macro Analysis

Atlanta Fed GDPNow 
https://www.atlantafed.org/cqer/research/gdpnow

Bloomberg Fed’s Goolsbee Warns of Tariff-Induced Pullback in Spending
https://www.bloomberg.com/news/articles/2025-04-01/fed-s-goolsbee-warns-of-tariff-induced-pullback-in-spending

CNBC #RecessionIndicator: Young Americans are losing confidence in the economy — and it shows online
https://www.cnbc.com/2025/03/27/young-americans-are-losing-confidence-in-economy-and-it-shows-online.html

CNBC First-quarter GDP growth will be just 0.3% as tariffs stoke stagflation conditions, says CNBC survey
https://www.cnbc.com/2025/03/31/first-quarter-gdp-growth-will-be-just-0point3percent-as-tariffs-stoke-stagflation-conditions-says-cnbc-survey.html

Bloomberg Pimco Favors Stable Returns From Bonds as Recession Risk Builds
https://www.bloomberg.com/news/articles/2025-04-01/pimco-favors-stable-returns-from-bonds-as-recession-risk-builds

OECD March 2025
https://www.oecd.org/en/publications/oecd-economic-outlook-interim-report-march-2025_89af4857-en.html

OECD December 2024
https://www.oecd.org/en/publications/2024/12/oecd-economic-outlook-volume-2024-issue-2_67bb8fac.html

OECD November 2010
https://www.oecd.org/content/dam/oecd/en/publications/reports/2010/12/oecd-economic-outlook-volume-2010-issue-2_g1ghbb4a/eco_outlook-v2010-2-en.pdf

Bloomberg France’s 2025 Economic Growth Forecast to Be Cut, Minister Says
https://www.bloomberg.com/news/articles/2025-04-02/france-s-2025-economic-growth-forecast-to-be-cut-minister-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 03 Apr 2025 08:58:00 -0400 Jeff Snider Jeff Snider 1115 Downgrade fever is here. It's coming in from private sources as well as central banks, in the US as well as outside of it. The global economy's loss of momentum has become too much to ignore any longer. While that just means everyone will blame tariffs, all those are doing is waking everyone up to what's been happening for some time already.

Eurodollar University's Money & Macro Analysis

Atlanta Fed GDPNow 
https://www.atlantafed.org/cqer/research/gdpnow

Bloomberg Fed’s Goolsbee Warns of Tariff-Induced Pullback in Spending
https://www.bloomberg.com/news/articles/2025-04-01/fed-s-goolsbee-warns-of-tariff-induced-pullback-in-spending

CNBC #RecessionIndicator: Young Americans are losing confidence in the economy — and it shows online
https://www.cnbc.com/2025/03/27/young-americans-are-losing-confidence-in-economy-and-it-shows-online.html

CNBC First-quarter GDP growth will be just 0.3% as tariffs stoke stagflation conditions, says CNBC survey
https://www.cnbc.com/2025/03/31/first-quarter-gdp-growth-will-be-just-0point3percent-as-tariffs-stoke-stagflation-conditions-says-cnbc-survey.html

Bloomberg Pimco Favors Stable Returns From Bonds as Recession Risk Builds
https://www.bloomberg.com/news/articles/2025-04-01/pimco-favors-stable-returns-from-bonds-as-recession-risk-builds

OECD March 2025
https://www.oecd.org/en/publications/oecd-economic-outlook-interim-report-march-2025_89af4857-en.html

OECD December 2024
https://www.oecd.org/en/publications/2024/12/oecd-economic-outlook-volume-2024-issue-2_67bb8fac.html

OECD November 2010
https://www.oecd.org/content/dam/oecd/en/publications/reports/2010/12/oecd-economic-outlook-volume-2010-issue-2_g1ghbb4a/eco_outlook-v2010-2-en.pdf

Bloomberg France’s 2025 Economic Growth Forecast to Be Cut, Minister Says
https://www.bloomberg.com/news/articles/2025-04-02/france-s-2025-economic-growth-forecast-to-be-cut-minister-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Invisible Threat Could Bring Down the Entire Financial System 1050 1050 This Invisible Threat Could Bring Down the Entire Financial System full 7a667824-b4f9-4805-adf0-ebb0200c4eac https://share.transistor.fm/s/5af466bd The selloff in the riskiest corners of the credit market has been significant over the past month, yet there are worries it is nowhere near enough. Some have called it the financial system's gray swan, the most glaring inconsistency nearly everyone is simply ignoring or trying to paper over. As the economy deteriorates - with more evidence today - the risk to the system only gets bigger and louder. 

Eurodollar University's Money & Macro Analysis

Bloomberg US Recession Fear Raises ‘Gray Swan’ Risk for Bond Investors
https://www.bloomberg.com/news/articles/2025-04-01/us-recession-worries-raise-gray-swan-risk-for-bond-investors

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The selloff in the riskiest corners of the credit market has been significant over the past month, yet there are worries it is nowhere near enough. Some have called it the financial system's gray swan, the most glaring inconsistency nearly everyone is simply ignoring or trying to paper over. As the economy deteriorates - with more evidence today - the risk to the system only gets bigger and louder. 

Eurodollar University's Money & Macro Analysis

Bloomberg US Recession Fear Raises ‘Gray Swan’ Risk for Bond Investors
https://www.bloomberg.com/news/articles/2025-04-01/us-recession-worries-raise-gray-swan-risk-for-bond-investors

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 02 Apr 2025 08:33:52 -0400 Jeff Snider Jeff Snider 1148 The selloff in the riskiest corners of the credit market has been significant over the past month, yet there are worries it is nowhere near enough. Some have called it the financial system's gray swan, the most glaring inconsistency nearly everyone is simply ignoring or trying to paper over. As the economy deteriorates - with more evidence today - the risk to the system only gets bigger and louder. 

Eurodollar University's Money & Macro Analysis

Bloomberg US Recession Fear Raises ‘Gray Swan’ Risk for Bond Investors
https://www.bloomberg.com/news/articles/2025-04-01/us-recession-worries-raise-gray-swan-risk-for-bond-investors

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The AI Bubble Just BURSTS, And It's Sending a MASSIVE Warning to the Entire Economy 1049 1049 The AI Bubble Just BURSTS, And It's Sending a MASSIVE Warning to the Entire Economy full 1bcb6830-727a-4a47-b5bb-0d4c095e29c8 https://share.transistor.fm/s/a6038d42 There are growing signs the AI bubble has indeed been a bubble and it may be reversing. That's not great for stocks, obviously, but the potential goes way beyond plaguing equities. There are direct impacts as well as, most importantly, the combination with other negative factors producing a confluence of too many headwinds. 

Eurodollar University's Money & Macro Analysis

Bloomberg Microsoft Abandons Data Center Projects, TD Cowen Says
https://www.bloomberg.com/news/articles/2025-03-26/microsoft-abandons-more-data-center-projects-td-cowen-says

Bloomberg Alibaba’s Tsai Warns of ‘Bubble’ in AI Data Center Buildout
https://www.bloomberg.com/news/articles/2025-03-25/alibaba-s-tsai-warns-of-a-bubble-in-ai-datacenter-buildout

Bloomberg US Credit Risk Gauge Shows Fear Rising as Tariffs Loom This Week
https://www.bloomberg.com/news/articles/2025-03-31/us-credit-risk-gauge-shows-fear-rising-as-tariffs-loom-this-week

WSJ Tech Giants Double Down on Their Massive AI Spending
https://www.wsj.com/tech/ai/tech-giants-double-down-on-their-massive-ai-spending-b3040b33

Goldman Sachs Will the $1 trillion of generative AI investment pay off?
https://www.goldmansachs.com/insights/articles/will-the-1-trillion-of-generative-ai-investment-pay-off

CNBC First-quarter GDP growth will be just 0.3% as tariffs stoke stagflation conditions, says CNBC survey
https://www.cnbc.com/2025/03/31/first-quarter-gdp-growth-will-be-just-0point3percent-as-tariffs-stoke-stagflation-conditions-says-cnbc-survey.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> There are growing signs the AI bubble has indeed been a bubble and it may be reversing. That's not great for stocks, obviously, but the potential goes way beyond plaguing equities. There are direct impacts as well as, most importantly, the combination with other negative factors producing a confluence of too many headwinds. 

Eurodollar University's Money & Macro Analysis

Bloomberg Microsoft Abandons Data Center Projects, TD Cowen Says
https://www.bloomberg.com/news/articles/2025-03-26/microsoft-abandons-more-data-center-projects-td-cowen-says

Bloomberg Alibaba’s Tsai Warns of ‘Bubble’ in AI Data Center Buildout
https://www.bloomberg.com/news/articles/2025-03-25/alibaba-s-tsai-warns-of-a-bubble-in-ai-datacenter-buildout

Bloomberg US Credit Risk Gauge Shows Fear Rising as Tariffs Loom This Week
https://www.bloomberg.com/news/articles/2025-03-31/us-credit-risk-gauge-shows-fear-rising-as-tariffs-loom-this-week

WSJ Tech Giants Double Down on Their Massive AI Spending
https://www.wsj.com/tech/ai/tech-giants-double-down-on-their-massive-ai-spending-b3040b33

Goldman Sachs Will the $1 trillion of generative AI investment pay off?
https://www.goldmansachs.com/insights/articles/will-the-1-trillion-of-generative-ai-investment-pay-off

CNBC First-quarter GDP growth will be just 0.3% as tariffs stoke stagflation conditions, says CNBC survey
https://www.cnbc.com/2025/03/31/first-quarter-gdp-growth-will-be-just-0point3percent-as-tariffs-stoke-stagflation-conditions-says-cnbc-survey.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 01 Apr 2025 10:53:39 -0400 Jeff Snider Jeff Snider 1199 There are growing signs the AI bubble has indeed been a bubble and it may be reversing. That's not great for stocks, obviously, but the potential goes way beyond plaguing equities. There are direct impacts as well as, most importantly, the combination with other negative factors producing a confluence of too many headwinds. 

Eurodollar University's Money & Macro Analysis

Bloomberg Microsoft Abandons Data Center Projects, TD Cowen Says
https://www.bloomberg.com/news/articles/2025-03-26/microsoft-abandons-more-data-center-projects-td-cowen-says

Bloomberg Alibaba’s Tsai Warns of ‘Bubble’ in AI Data Center Buildout
https://www.bloomberg.com/news/articles/2025-03-25/alibaba-s-tsai-warns-of-a-bubble-in-ai-datacenter-buildout

Bloomberg US Credit Risk Gauge Shows Fear Rising as Tariffs Loom This Week
https://www.bloomberg.com/news/articles/2025-03-31/us-credit-risk-gauge-shows-fear-rising-as-tariffs-loom-this-week

WSJ Tech Giants Double Down on Their Massive AI Spending
https://www.wsj.com/tech/ai/tech-giants-double-down-on-their-massive-ai-spending-b3040b33

Goldman Sachs Will the $1 trillion of generative AI investment pay off?
https://www.goldmansachs.com/insights/articles/will-the-1-trillion-of-generative-ai-investment-pay-off

CNBC First-quarter GDP growth will be just 0.3% as tariffs stoke stagflation conditions, says CNBC survey
https://www.cnbc.com/2025/03/31/first-quarter-gdp-growth-will-be-just-0point3percent-as-tariffs-stoke-stagflation-conditions-says-cnbc-survey.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Something Really Strange Just Happened With This Economic Data 1048 1048 Something Really Strange Just Happened With This Economic Data full 2a38cf86-74b3-48af-9764-18e1865b11a8 https://share.transistor.fm/s/c5cd6df7 With recession fears still growing, the government just reported strange results for a key set of economic data. And it's contradicted by a range of other reports, starting with more retailer warnings like the one from Lululemon about store traffic. 

Eurodollar University's Money & Macro Analysis

Bloomberg Lululemon Plunges With Outlook Hurt by US Consumer Worries
https://www.bloomberg.com/news/articles/2025-03-27/lululemon-s-us-struggles-weigh-on-sales-outlook-for-coming-year

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> With recession fears still growing, the government just reported strange results for a key set of economic data. And it's contradicted by a range of other reports, starting with more retailer warnings like the one from Lululemon about store traffic. 

Eurodollar University's Money & Macro Analysis

Bloomberg Lululemon Plunges With Outlook Hurt by US Consumer Worries
https://www.bloomberg.com/news/articles/2025-03-27/lululemon-s-us-struggles-weigh-on-sales-outlook-for-coming-year

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 31 Mar 2025 10:24:39 -0400 Jeff Snider Jeff Snider 1117 With recession fears still growing, the government just reported strange results for a key set of economic data. And it's contradicted by a range of other reports, starting with more retailer warnings like the one from Lululemon about store traffic. 

Eurodollar University's Money & Macro Analysis

Bloomberg Lululemon Plunges With Outlook Hurt by US Consumer Worries
https://www.bloomberg.com/news/articles/2025-03-27/lululemon-s-us-struggles-weigh-on-sales-outlook-for-coming-year

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: The Fed Is Preparing for the Next Financial Crisis 1047 1047 BREAKING: The Fed Is Preparing for the Next Financial Crisis full 965033b7-6753-4a6e-b63d-c85a00691ad6 https://share.transistor.fm/s/054785c2 Why are senior researchers and former officials urging the Fed to create a hedge fund bailout? At first, this seems to be about the Treasury market and concerns tied to March 2020. It doesn't take too long, however, to see what's really going on here. 

Eurodollar University's Money & Macro Analysis

Brookings Treasury market dysfunction and the role of the central bank
https://www.brookings.edu/articles/treasury-market-dysfunction-and-the-role-of-the-central-bank/

Bloomberg Fed Urged to Explore Hedge Fund Bailout Tool for Basis Trade
https://www.bloomberg.com/news/articles/2025-03-27/fed-urged-to-mull-a-hedge-fund-bailout-facility-for-basis-trades

OFR Hedge Funds and the Treasury Cash-Futures Disconnect 
https://www.financialresearch.gov/working-papers/files/OFRwp-21-01-hedge-funds-and-the-treasury-cash-futures-disconnect.pdf

FOMC Meeting Minutes March 15, 2020
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20200315.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Why are senior researchers and former officials urging the Fed to create a hedge fund bailout? At first, this seems to be about the Treasury market and concerns tied to March 2020. It doesn't take too long, however, to see what's really going on here. 

Eurodollar University's Money & Macro Analysis

Brookings Treasury market dysfunction and the role of the central bank
https://www.brookings.edu/articles/treasury-market-dysfunction-and-the-role-of-the-central-bank/

Bloomberg Fed Urged to Explore Hedge Fund Bailout Tool for Basis Trade
https://www.bloomberg.com/news/articles/2025-03-27/fed-urged-to-mull-a-hedge-fund-bailout-facility-for-basis-trades

OFR Hedge Funds and the Treasury Cash-Futures Disconnect 
https://www.financialresearch.gov/working-papers/files/OFRwp-21-01-hedge-funds-and-the-treasury-cash-futures-disconnect.pdf

FOMC Meeting Minutes March 15, 2020
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20200315.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 30 Mar 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1369 Why are senior researchers and former officials urging the Fed to create a hedge fund bailout? At first, this seems to be about the Treasury market and concerns tied to March 2020. It doesn't take too long, however, to see what's really going on here. 

Eurodollar University's Money & Macro Analysis

Brookings Treasury market dysfunction and the role of the central bank
https://www.brookings.edu/articles/treasury-market-dysfunction-and-the-role-of-the-central-bank/

Bloomberg Fed Urged to Explore Hedge Fund Bailout Tool for Basis Trade
https://www.bloomberg.com/news/articles/2025-03-27/fed-urged-to-mull-a-hedge-fund-bailout-facility-for-basis-trades

OFR Hedge Funds and the Treasury Cash-Futures Disconnect 
https://www.financialresearch.gov/working-papers/files/OFRwp-21-01-hedge-funds-and-the-treasury-cash-futures-disconnect.pdf

FOMC Meeting Minutes March 15, 2020
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20200315.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Europe’s Banks Just Sent a MASSIVE Warning to The World 1046 1046 Europe’s Banks Just Sent a MASSIVE Warning to The World full 61fbd5ac-3897-4238-8e05-ea9d5a1088ab https://share.transistor.fm/s/24f3f879 Historic bond buying by European banks kept up again in February. The two-month binge is only surpassed by April and May 2020.  At the same time, no lending to speak of, banks being totally defensive despite rate cuts. The implications are enormous given the background for 2025. 

Eurodollar University's Money & Macro Analysis

You can watch the replay of our last webinar going over the various scenarios for the global economy:
 https://event.webinarjam.com/go/replay/27/n0rnxu71sp7b8nb1

Eurodollar University's one-time webinar offer for its subscriptions and memberships:
https://www.eurodollar.university/webinar-offer

ECB The euro area bank lending survey - Fourth quarter of 2024
https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2024q4~e1ddae0f19.en.html

ECB Past Macroeconomic Projections
https://www.ecb.europa.eu/mopo/devel/ecana/html/table.en.html

ECB Using corporate earnings calls to forecast euro area labour demand
https://www.ecb.europa.eu/press/economic-bulletin/focus/2025/html/ecb.ebbox202502_04~3283f1bc62.en.html

Bloomberg ECB’s Escriva Says Downside Risks Are Outweighing Upside Risks
https://www.bloomberg.com/news/articles/2025-03-24/ecb-s-escriva-says-downside-risks-are-outweighing-upside-risks

Bloomberg ECB Rate Cuts Are Neither Finished Nor Automatic, Villeroy Says
https://www.bloomberg.com/news/articles/2025-03-25/ecb-rate-cuts-are-neither-finished-nor-automatic-villeroy-says

Bloomberg Stournaras Says Everything Points to April ECB Cut: Econostream
https://www.bloomberg.com/news/articles/2025-03-21/stournaras-says-everything-points-to-april-ecb-cut-econostream

Bloomberg Lagarde Says Uncertainty Means ECB Can’t Commit on Rates
https://www.bloomberg.com/news/articles/2025-03-20/lagarde-says-rising-uncertainty-means-ecb-can-t-commit-on-rates

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Historic bond buying by European banks kept up again in February. The two-month binge is only surpassed by April and May 2020.  At the same time, no lending to speak of, banks being totally defensive despite rate cuts. The implications are enormous given the background for 2025. 

Eurodollar University's Money & Macro Analysis

You can watch the replay of our last webinar going over the various scenarios for the global economy:
 https://event.webinarjam.com/go/replay/27/n0rnxu71sp7b8nb1

Eurodollar University's one-time webinar offer for its subscriptions and memberships:
https://www.eurodollar.university/webinar-offer

ECB The euro area bank lending survey - Fourth quarter of 2024
https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2024q4~e1ddae0f19.en.html

ECB Past Macroeconomic Projections
https://www.ecb.europa.eu/mopo/devel/ecana/html/table.en.html

ECB Using corporate earnings calls to forecast euro area labour demand
https://www.ecb.europa.eu/press/economic-bulletin/focus/2025/html/ecb.ebbox202502_04~3283f1bc62.en.html

Bloomberg ECB’s Escriva Says Downside Risks Are Outweighing Upside Risks
https://www.bloomberg.com/news/articles/2025-03-24/ecb-s-escriva-says-downside-risks-are-outweighing-upside-risks

Bloomberg ECB Rate Cuts Are Neither Finished Nor Automatic, Villeroy Says
https://www.bloomberg.com/news/articles/2025-03-25/ecb-rate-cuts-are-neither-finished-nor-automatic-villeroy-says

Bloomberg Stournaras Says Everything Points to April ECB Cut: Econostream
https://www.bloomberg.com/news/articles/2025-03-21/stournaras-says-everything-points-to-april-ecb-cut-econostream

Bloomberg Lagarde Says Uncertainty Means ECB Can’t Commit on Rates
https://www.bloomberg.com/news/articles/2025-03-20/lagarde-says-rising-uncertainty-means-ecb-can-t-commit-on-rates

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 28 Mar 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1087 Historic bond buying by European banks kept up again in February. The two-month binge is only surpassed by April and May 2020.  At the same time, no lending to speak of, banks being totally defensive despite rate cuts. The implications are enormous given the background for 2025. 

Eurodollar University's Money & Macro Analysis

You can watch the replay of our last webinar going over the various scenarios for the global economy:
 https://event.webinarjam.com/go/replay/27/n0rnxu71sp7b8nb1

Eurodollar University's one-time webinar offer for its subscriptions and memberships:
https://www.eurodollar.university/webinar-offer

ECB The euro area bank lending survey - Fourth quarter of 2024
https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2024q4~e1ddae0f19.en.html

ECB Past Macroeconomic Projections
https://www.ecb.europa.eu/mopo/devel/ecana/html/table.en.html

ECB Using corporate earnings calls to forecast euro area labour demand
https://www.ecb.europa.eu/press/economic-bulletin/focus/2025/html/ecb.ebbox202502_04~3283f1bc62.en.html

Bloomberg ECB’s Escriva Says Downside Risks Are Outweighing Upside Risks
https://www.bloomberg.com/news/articles/2025-03-24/ecb-s-escriva-says-downside-risks-are-outweighing-upside-risks

Bloomberg ECB Rate Cuts Are Neither Finished Nor Automatic, Villeroy Says
https://www.bloomberg.com/news/articles/2025-03-25/ecb-rate-cuts-are-neither-finished-nor-automatic-villeroy-says

Bloomberg Stournaras Says Everything Points to April ECB Cut: Econostream
https://www.bloomberg.com/news/articles/2025-03-21/stournaras-says-everything-points-to-april-ecb-cut-econostream

Bloomberg Lagarde Says Uncertainty Means ECB Can’t Commit on Rates
https://www.bloomberg.com/news/articles/2025-03-20/lagarde-says-rising-uncertainty-means-ecb-can-t-commit-on-rates

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We NEED a Crash to Fix the Economy (I'm Not Joking) 1045 1045 We NEED a Crash to Fix the Economy (I'm Not Joking) full 26e5ab5b-2827-4da4-93bc-97179d41ecad https://share.transistor.fm/s/ae4da0a6 You can watch the replay of the webinar here https://event.webinarjam.com/go/replay/27/n0rnxu71sp7b8nb1

Eurodollar University's one-time webinar offer for its subscriptions and memberships:
https://www.eurodollar.university/webinar-offer

Why on earth would anyone say we need a serious financial and economic crisis? Simple: it might be the only way to avoid a lot worse. We've had two so far in the last almost twenty years that got us nowhere; worse than nowhere. If nothing else, maybe third time's a charm.

Eurodollar University's Money & Macro Analysis

Ben Bernanke's pathetic response to some real Congressional questioning in July 2012:
https://www.c-span.org/program/house-committee/us-economic-outlook-and-monetary-policy/282124

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> You can watch the replay of the webinar here https://event.webinarjam.com/go/replay/27/n0rnxu71sp7b8nb1

Eurodollar University's one-time webinar offer for its subscriptions and memberships:
https://www.eurodollar.university/webinar-offer

Why on earth would anyone say we need a serious financial and economic crisis? Simple: it might be the only way to avoid a lot worse. We've had two so far in the last almost twenty years that got us nowhere; worse than nowhere. If nothing else, maybe third time's a charm.

Eurodollar University's Money & Macro Analysis

Ben Bernanke's pathetic response to some real Congressional questioning in July 2012:
https://www.c-span.org/program/house-committee/us-economic-outlook-and-monetary-policy/282124

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 27 Mar 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1318 You can watch the replay of the webinar here https://event.webinarjam.com/go/replay/27/n0rnxu71sp7b8nb1

Eurodollar University's one-time webinar offer for its subscriptions and memberships:
https://www.eurodollar.university/webinar-offer

Why on earth would anyone say we need a serious financial and economic crisis? Simple: it might be the only way to avoid a lot worse. We've had two so far in the last almost twenty years that got us nowhere; worse than nowhere. If nothing else, maybe third time's a charm.

Eurodollar University's Money & Macro Analysis

Ben Bernanke's pathetic response to some real Congressional questioning in July 2012:
https://www.c-span.org/program/house-committee/us-economic-outlook-and-monetary-policy/282124

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Data Shows Consumers Are Terrified of Jobs & Incomes 1044 1044 BREAKING: Data Shows Consumers Are Terrified of Jobs & Incomes full 16f1cdd7-9668-42c0-a909-fc71dcb096bd https://share.transistor.fm/s/fa06d29d You can watch the replay of the webinar here https://event.webinarjam.com/go/replay/27/n0rnxu71sp7b8nb1

Eurodollar University's one-time webinar offer:
https://www.eurodollar.university/webinar-offer

Consumer confidence collapsed in March, at the same time data on services industries showed much the same. This dramatic loss of momentum is coming up seemingly everywhere, to the point it has Wall Street taking the R-word more seriously than at any time since 2020. Not for nothing, that's what some of these datapoints are looking like. 

Eurodollar University's Money & Macro Analysis

Conference Board Consmer Confidence March 2025
https://www.conference-board.org/topics/consumer-confidence

Philly Fed March 2025 Nonmanufacturing Business Outlook Survey
https://www.philadelphiafed.org/surveys-and-data/regional-economic-analysis/nbos-2025-03

New York Fed Business Leaders Survey https://www.newyorkfed.org/survey/business_leaders/bls_overview.html

Chicago Fed Survey of Economic Conditions (CFSEC)
https://www.chicagofed.org/research/data/cfsec/current-data

Richmond Fed Fifth District Survey of Service Sector Activity
https://www.richmondfed.org/region_communities/regional_data_analysis/surveys/service_sector

CNBC DoubleLine’s Gundlach sees more risk coming along with greater chance of recession
https://www.cnbc.com/2025/03/20/doublelines-gundlach-sees-more-risk-coming-and-greater-chance-of-recession-.html?qsearchterm=gundlach

CNBC The probability of a recession is approaching 50%, Deutsche markets survey finds
https://www.cnbc.com/2025/03/24/the-probability-of-a-recession-is-approaching-50percent-deutsche-markets-survey-finds.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> You can watch the replay of the webinar here https://event.webinarjam.com/go/replay/27/n0rnxu71sp7b8nb1

Eurodollar University's one-time webinar offer:
https://www.eurodollar.university/webinar-offer

Consumer confidence collapsed in March, at the same time data on services industries showed much the same. This dramatic loss of momentum is coming up seemingly everywhere, to the point it has Wall Street taking the R-word more seriously than at any time since 2020. Not for nothing, that's what some of these datapoints are looking like. 

Eurodollar University's Money & Macro Analysis

Conference Board Consmer Confidence March 2025
https://www.conference-board.org/topics/consumer-confidence

Philly Fed March 2025 Nonmanufacturing Business Outlook Survey
https://www.philadelphiafed.org/surveys-and-data/regional-economic-analysis/nbos-2025-03

New York Fed Business Leaders Survey https://www.newyorkfed.org/survey/business_leaders/bls_overview.html

Chicago Fed Survey of Economic Conditions (CFSEC)
https://www.chicagofed.org/research/data/cfsec/current-data

Richmond Fed Fifth District Survey of Service Sector Activity
https://www.richmondfed.org/region_communities/regional_data_analysis/surveys/service_sector

CNBC DoubleLine’s Gundlach sees more risk coming along with greater chance of recession
https://www.cnbc.com/2025/03/20/doublelines-gundlach-sees-more-risk-coming-and-greater-chance-of-recession-.html?qsearchterm=gundlach

CNBC The probability of a recession is approaching 50%, Deutsche markets survey finds
https://www.cnbc.com/2025/03/24/the-probability-of-a-recession-is-approaching-50percent-deutsche-markets-survey-finds.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 26 Mar 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1124 You can watch the replay of the webinar here https://event.webinarjam.com/go/replay/27/n0rnxu71sp7b8nb1

Eurodollar University's one-time webinar offer:
https://www.eurodollar.university/webinar-offer

Consumer confidence collapsed in March, at the same time data on services industries showed much the same. This dramatic loss of momentum is coming up seemingly everywhere, to the point it has Wall Street taking the R-word more seriously than at any time since 2020. Not for nothing, that's what some of these datapoints are looking like. 

Eurodollar University's Money & Macro Analysis

Conference Board Consmer Confidence March 2025
https://www.conference-board.org/topics/consumer-confidence

Philly Fed March 2025 Nonmanufacturing Business Outlook Survey
https://www.philadelphiafed.org/surveys-and-data/regional-economic-analysis/nbos-2025-03

New York Fed Business Leaders Survey https://www.newyorkfed.org/survey/business_leaders/bls_overview.html

Chicago Fed Survey of Economic Conditions (CFSEC)
https://www.chicagofed.org/research/data/cfsec/current-data

Richmond Fed Fifth District Survey of Service Sector Activity
https://www.richmondfed.org/region_communities/regional_data_analysis/surveys/service_sector

CNBC DoubleLine’s Gundlach sees more risk coming along with greater chance of recession
https://www.cnbc.com/2025/03/20/doublelines-gundlach-sees-more-risk-coming-and-greater-chance-of-recession-.html?qsearchterm=gundlach

CNBC The probability of a recession is approaching 50%, Deutsche markets survey finds
https://www.cnbc.com/2025/03/24/the-probability-of-a-recession-is-approaching-50percent-deutsche-markets-survey-finds.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe What FedEx Just Revealed About Consumers 1043 1043 You Won’t Believe What FedEx Just Revealed About Consumers full d276d913-6c38-43cc-a477-1979ebac1402 https://share.transistor.fm/s/c326476b You can watch the replay of the webinar here https://event.webinarjam.com/go/replay/27/n0rnxu71sp7b8nb1

FedEx warned that the US economy is now the biggest constraint on the world, experiencing what the shipper currently estimates is a very serious round of "uncertainty." However, incoming data - not to mention the dollar - shows how the situation is becoming more - not less - certain, with a whole host of updates today.  "Uncertainty" simply means "we don't like how this looks."

Eurodollar University's Money & Macro Analysis

CNBC FedEx cuts full-year results forecast on ‘uncertainty’ in economy, bad weather
https://www.cnbc.com/2025/03/20/fedex-cuts-full-year-results-forecast-on-uncertainty-in-economy-bad-weather.html

Bloomberg Lightspeed Cuts Revenue Outlook on Weakening Consumer Confidence
https://www.bloomberg.com/news/articles/2025-03-24/lightspeed-tsx-lspd-cuts-revenue-guidance-as-consumer-spending-slows

SPG US PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/a30301f1804041a083e1a0671ee3df46

SPG-HCOB EZ PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/b4bd322643a349e99e8d6f8c290051e0

Jibun Japan PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/7a339d18dce843d68203c0455cb84caa

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> You can watch the replay of the webinar here https://event.webinarjam.com/go/replay/27/n0rnxu71sp7b8nb1

FedEx warned that the US economy is now the biggest constraint on the world, experiencing what the shipper currently estimates is a very serious round of "uncertainty." However, incoming data - not to mention the dollar - shows how the situation is becoming more - not less - certain, with a whole host of updates today.  "Uncertainty" simply means "we don't like how this looks."

Eurodollar University's Money & Macro Analysis

CNBC FedEx cuts full-year results forecast on ‘uncertainty’ in economy, bad weather
https://www.cnbc.com/2025/03/20/fedex-cuts-full-year-results-forecast-on-uncertainty-in-economy-bad-weather.html

Bloomberg Lightspeed Cuts Revenue Outlook on Weakening Consumer Confidence
https://www.bloomberg.com/news/articles/2025-03-24/lightspeed-tsx-lspd-cuts-revenue-guidance-as-consumer-spending-slows

SPG US PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/a30301f1804041a083e1a0671ee3df46

SPG-HCOB EZ PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/b4bd322643a349e99e8d6f8c290051e0

Jibun Japan PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/7a339d18dce843d68203c0455cb84caa

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 25 Mar 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1084 You can watch the replay of the webinar here https://event.webinarjam.com/go/replay/27/n0rnxu71sp7b8nb1

FedEx warned that the US economy is now the biggest constraint on the world, experiencing what the shipper currently estimates is a very serious round of "uncertainty." However, incoming data - not to mention the dollar - shows how the situation is becoming more - not less - certain, with a whole host of updates today.  "Uncertainty" simply means "we don't like how this looks."

Eurodollar University's Money & Macro Analysis

CNBC FedEx cuts full-year results forecast on ‘uncertainty’ in economy, bad weather
https://www.cnbc.com/2025/03/20/fedex-cuts-full-year-results-forecast-on-uncertainty-in-economy-bad-weather.html

Bloomberg Lightspeed Cuts Revenue Outlook on Weakening Consumer Confidence
https://www.bloomberg.com/news/articles/2025-03-24/lightspeed-tsx-lspd-cuts-revenue-guidance-as-consumer-spending-slows

SPG US PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/a30301f1804041a083e1a0671ee3df46

SPG-HCOB EZ PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/b4bd322643a349e99e8d6f8c290051e0

Jibun Japan PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/7a339d18dce843d68203c0455cb84caa

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Is the MOST Over-Leveraged Bet in Crypto History 1042 1042 This Is the MOST Over-Leveraged Bet in Crypto History full c03b57ca-2cb5-4417-936d-1654572f00a6 https://share.transistor.fm/s/9c9abb0d Michael Saylor's Strategy sold $700 million in preferred stock Friday, but with an eye-opening 10% dividend attached to be paid in cash. Not stock. Not coins. It was the second straight preferred sale in as many months, though the first one went off at only 8%. Security sales. Trying to get govts and Big Tech to buy Bitcoin. What is going on in the world of BTC? There's a huge STORY here, one that's bigger than Saylor. 

Eurodollar University's Money & Macro Analysis

MSTF Pfd Stock Mar 2025
https://www.strategy.com/press/strategy-announces-pricing-of-strf-perpetual-preferred-stock_03-21-2025

MSTR Pfd Stock Jan 2025
https://www.strategy.com/press/microstrategy-announces-pricing-of-strike-preferred-stock-offering-strk_01-31-2025

MSTR Convertible Notes Nov 2024
https://www.strategy.com/press/microstrategy-completes-3-billion-offering-of-convertible-senior-notes-due-2029-at-0-coupon-and-55-conversion-premium_11-21-2024

Bitcoin is perfect money
https://x.com/Cointelegraph/status/1902757116747612169

SEC Filings 10-Q Strategy (MSTR)
https://www.sec.gov/ix?doc=/Archives/edgar/data/0001050446/000095017025021814/mstr-20241231.htm#item_8_financial_statements_supplementar

Michael Saylor A Digital Assets Strategy to Dominate the 21st Century Global Economy
https://www.michael.com/a-digital-assets-strategy

Reason El Salvador Walks Back Its Bitcoin Law
https://reason.com/2025/02/03/el-salvador-walks-back-its-bitcoin-law/

elsalvador.com 
https://www.elsalvador.com/noticias/negocios/bitcoin-el-salvador-criptomonedas-iudop-/1194324/2025/


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Michael Saylor's Strategy sold $700 million in preferred stock Friday, but with an eye-opening 10% dividend attached to be paid in cash. Not stock. Not coins. It was the second straight preferred sale in as many months, though the first one went off at only 8%. Security sales. Trying to get govts and Big Tech to buy Bitcoin. What is going on in the world of BTC? There's a huge STORY here, one that's bigger than Saylor. 

Eurodollar University's Money & Macro Analysis

MSTF Pfd Stock Mar 2025
https://www.strategy.com/press/strategy-announces-pricing-of-strf-perpetual-preferred-stock_03-21-2025

MSTR Pfd Stock Jan 2025
https://www.strategy.com/press/microstrategy-announces-pricing-of-strike-preferred-stock-offering-strk_01-31-2025

MSTR Convertible Notes Nov 2024
https://www.strategy.com/press/microstrategy-completes-3-billion-offering-of-convertible-senior-notes-due-2029-at-0-coupon-and-55-conversion-premium_11-21-2024

Bitcoin is perfect money
https://x.com/Cointelegraph/status/1902757116747612169

SEC Filings 10-Q Strategy (MSTR)
https://www.sec.gov/ix?doc=/Archives/edgar/data/0001050446/000095017025021814/mstr-20241231.htm#item_8_financial_statements_supplementar

Michael Saylor A Digital Assets Strategy to Dominate the 21st Century Global Economy
https://www.michael.com/a-digital-assets-strategy

Reason El Salvador Walks Back Its Bitcoin Law
https://reason.com/2025/02/03/el-salvador-walks-back-its-bitcoin-law/

elsalvador.com 
https://www.elsalvador.com/noticias/negocios/bitcoin-el-salvador-criptomonedas-iudop-/1194324/2025/


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 24 Mar 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1313 Michael Saylor's Strategy sold $700 million in preferred stock Friday, but with an eye-opening 10% dividend attached to be paid in cash. Not stock. Not coins. It was the second straight preferred sale in as many months, though the first one went off at only 8%. Security sales. Trying to get govts and Big Tech to buy Bitcoin. What is going on in the world of BTC? There's a huge STORY here, one that's bigger than Saylor. 

Eurodollar University's Money & Macro Analysis

MSTF Pfd Stock Mar 2025
https://www.strategy.com/press/strategy-announces-pricing-of-strf-perpetual-preferred-stock_03-21-2025

MSTR Pfd Stock Jan 2025
https://www.strategy.com/press/microstrategy-announces-pricing-of-strike-preferred-stock-offering-strk_01-31-2025

MSTR Convertible Notes Nov 2024
https://www.strategy.com/press/microstrategy-completes-3-billion-offering-of-convertible-senior-notes-due-2029-at-0-coupon-and-55-conversion-premium_11-21-2024

Bitcoin is perfect money
https://x.com/Cointelegraph/status/1902757116747612169

SEC Filings 10-Q Strategy (MSTR)
https://www.sec.gov/ix?doc=/Archives/edgar/data/0001050446/000095017025021814/mstr-20241231.htm#item_8_financial_statements_supplementar

Michael Saylor A Digital Assets Strategy to Dominate the 21st Century Global Economy
https://www.michael.com/a-digital-assets-strategy

Reason El Salvador Walks Back Its Bitcoin Law
https://reason.com/2025/02/03/el-salvador-walks-back-its-bitcoin-law/

elsalvador.com 
https://www.elsalvador.com/noticias/negocios/bitcoin-el-salvador-criptomonedas-iudop-/1194324/2025/


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Small Business Stocks Just Signaled a HUGE Warning for America's Future 1041 1041 Small Business Stocks Just Signaled a HUGE Warning for America's Future full 66fb56e4-471a-4832-9819-53f5f57ca7ea https://share.transistor.fm/s/27bfaafd If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

I am also doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

Canary in the coalmine. Not Mag Seven, Russell. The macroeconomic warnings are coming in from all direction. Small caps. AI bubble. Macro data. Even the Federal Reserve isn't so certain these days. With Nike and FedEx the latest to offer their $0.02, it's a bit more than mere "uncertainty."

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

I am also doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

Canary in the coalmine. Not Mag Seven, Russell. The macroeconomic warnings are coming in from all direction. Small caps. AI bubble. Macro data. Even the Federal Reserve isn't so certain these days. With Nike and FedEx the latest to offer their $0.02, it's a bit more than mere "uncertainty."

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 23 Mar 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1070 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

I am also doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

Canary in the coalmine. Not Mag Seven, Russell. The macroeconomic warnings are coming in from all direction. Small caps. AI bubble. Macro data. Even the Federal Reserve isn't so certain these days. With Nike and FedEx the latest to offer their $0.02, it's a bit more than mere "uncertainty."

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global Central Banks Are Quietly Preparing For Economic Collapse 1040 1040 Global Central Banks Are Quietly Preparing For Economic Collapse full 3715450d-a339-495e-9783-1b8e6f0781f0 https://share.transistor.fm/s/08a27562 I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

Following the Fed, the Swiss, Swedes and BoE. Plus a shocking drop in Australian employment that's going to be a factor for RBA, too. Whatever central bankers say today, it's what they're already doing which matters. The upshot is that those currently not engaged in the global race to the bottom (interest rates) are increasingly likely to re-enter it. Mr. Powell, too. 

Eurodollar University's Money & Macro Analysis

SNB statement
https://www.snb.ch/public/publication/en/www-snb-ch/publications/communication/press-releases-restricted/pre_20250320/0_en/pre_20250320.en.pdf

CNBC International Interview w/SNB's Martin Schlegel
https://www.youtube.com/watch?v=wGghKflsrng

Bloomberg Swiss Watch Exports Resume Drop on Weak China, US Demand
https://www.bloomberg.com/news/articles/2025-03-20/swiss-watch-exports-drop-in-february-on-weak-demand-in-china-us

Morningstar Bank of England votes 8-1 to keep interest rates on hold at 4.50%
https://www.morningstar.co.uk/uk/news/AN_1742473139383901300/bank-of-england-votes-8-1-to-keep-interest-rates-on-hold-at-450.aspx

Bloomberg Sweden’s Riksbank Holds Rate Steady and Says Easing Is Over
https://www.bloomberg.com/news/articles/2025-03-20/sweden-s-riksbank-holds-rate-steady-and-signals-easing-is-over

Riksbank May 2024 statement
https://www.riksbank.se/en-gb/monetary-policy/monetary-policy-report/2024/monetary-policy-decision-may-2024/

FOMC SEP (and dots)
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20250319.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

Following the Fed, the Swiss, Swedes and BoE. Plus a shocking drop in Australian employment that's going to be a factor for RBA, too. Whatever central bankers say today, it's what they're already doing which matters. The upshot is that those currently not engaged in the global race to the bottom (interest rates) are increasingly likely to re-enter it. Mr. Powell, too. 

Eurodollar University's Money & Macro Analysis

SNB statement
https://www.snb.ch/public/publication/en/www-snb-ch/publications/communication/press-releases-restricted/pre_20250320/0_en/pre_20250320.en.pdf

CNBC International Interview w/SNB's Martin Schlegel
https://www.youtube.com/watch?v=wGghKflsrng

Bloomberg Swiss Watch Exports Resume Drop on Weak China, US Demand
https://www.bloomberg.com/news/articles/2025-03-20/swiss-watch-exports-drop-in-february-on-weak-demand-in-china-us

Morningstar Bank of England votes 8-1 to keep interest rates on hold at 4.50%
https://www.morningstar.co.uk/uk/news/AN_1742473139383901300/bank-of-england-votes-8-1-to-keep-interest-rates-on-hold-at-450.aspx

Bloomberg Sweden’s Riksbank Holds Rate Steady and Says Easing Is Over
https://www.bloomberg.com/news/articles/2025-03-20/sweden-s-riksbank-holds-rate-steady-and-signals-easing-is-over

Riksbank May 2024 statement
https://www.riksbank.se/en-gb/monetary-policy/monetary-policy-report/2024/monetary-policy-decision-may-2024/

FOMC SEP (and dots)
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20250319.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 21 Mar 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1231 I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

Following the Fed, the Swiss, Swedes and BoE. Plus a shocking drop in Australian employment that's going to be a factor for RBA, too. Whatever central bankers say today, it's what they're already doing which matters. The upshot is that those currently not engaged in the global race to the bottom (interest rates) are increasingly likely to re-enter it. Mr. Powell, too. 

Eurodollar University's Money & Macro Analysis

SNB statement
https://www.snb.ch/public/publication/en/www-snb-ch/publications/communication/press-releases-restricted/pre_20250320/0_en/pre_20250320.en.pdf

CNBC International Interview w/SNB's Martin Schlegel
https://www.youtube.com/watch?v=wGghKflsrng

Bloomberg Swiss Watch Exports Resume Drop on Weak China, US Demand
https://www.bloomberg.com/news/articles/2025-03-20/swiss-watch-exports-drop-in-february-on-weak-demand-in-china-us

Morningstar Bank of England votes 8-1 to keep interest rates on hold at 4.50%
https://www.morningstar.co.uk/uk/news/AN_1742473139383901300/bank-of-england-votes-8-1-to-keep-interest-rates-on-hold-at-450.aspx

Bloomberg Sweden’s Riksbank Holds Rate Steady and Says Easing Is Over
https://www.bloomberg.com/news/articles/2025-03-20/sweden-s-riksbank-holds-rate-steady-and-signals-easing-is-over

Riksbank May 2024 statement
https://www.riksbank.se/en-gb/monetary-policy/monetary-policy-report/2024/monetary-policy-decision-may-2024/

FOMC SEP (and dots)
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20250319.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No GDP Downgrades Have Begun, The Fed is in BIG Trouble 1039 1039 GDP Downgrades Have Begun, The Fed is in BIG Trouble full 26217e9e-99ee-4f8e-82b4-bca233144644 https://share.transistor.fm/s/230bf216 I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

The only question is how long the Fed can hold out, not if. With other central banks racing toward the bottom already, the fact those around the FOMC are also speaking with more forceful concerns - even downgrading - their expectations has the Fed effectively trapped, only a step maybe two away from re-entering that same race. 

Eurodollar University's Money & Macro Analysis

Bloomberg US Growth Downgrades Appear on Wall Street Amid Policy Turmoil
https://www.bloomberg.com/news/newsletters/2025-03-10/us-recession-growth-downgrades-appear-on-wall-street-amid-policy-turmoil

Atlanta Fed GDPNow 
https://www.atlantafed.org/cqer/research/gdpnow

Atlanta Fed GDPNow Q1 adjustments
https://www.linkedin.com/pulse/gdp-forecasters-some-gold-doesnt-glitter-atlantafed-fxb2e/?trackingId=IKtl2qJkTya%2FgvCxax%2FXEQ%3D%3D

Bloomberg Fed Needs to Raise Threat of ‘Bad News’ Rate Cuts, El-Erian Says
https://www.bloomberg.com/news/articles/2025-03-19/el-erian-says-fed-needs-to-raise-threat-of-bad-news-rate-cuts

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

The only question is how long the Fed can hold out, not if. With other central banks racing toward the bottom already, the fact those around the FOMC are also speaking with more forceful concerns - even downgrading - their expectations has the Fed effectively trapped, only a step maybe two away from re-entering that same race. 

Eurodollar University's Money & Macro Analysis

Bloomberg US Growth Downgrades Appear on Wall Street Amid Policy Turmoil
https://www.bloomberg.com/news/newsletters/2025-03-10/us-recession-growth-downgrades-appear-on-wall-street-amid-policy-turmoil

Atlanta Fed GDPNow 
https://www.atlantafed.org/cqer/research/gdpnow

Atlanta Fed GDPNow Q1 adjustments
https://www.linkedin.com/pulse/gdp-forecasters-some-gold-doesnt-glitter-atlantafed-fxb2e/?trackingId=IKtl2qJkTya%2FgvCxax%2FXEQ%3D%3D

Bloomberg Fed Needs to Raise Threat of ‘Bad News’ Rate Cuts, El-Erian Says
https://www.bloomberg.com/news/articles/2025-03-19/el-erian-says-fed-needs-to-raise-threat-of-bad-news-rate-cuts

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 20 Mar 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1050 I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

The only question is how long the Fed can hold out, not if. With other central banks racing toward the bottom already, the fact those around the FOMC are also speaking with more forceful concerns - even downgrading - their expectations has the Fed effectively trapped, only a step maybe two away from re-entering that same race. 

Eurodollar University's Money & Macro Analysis

Bloomberg US Growth Downgrades Appear on Wall Street Amid Policy Turmoil
https://www.bloomberg.com/news/newsletters/2025-03-10/us-recession-growth-downgrades-appear-on-wall-street-amid-policy-turmoil

Atlanta Fed GDPNow 
https://www.atlantafed.org/cqer/research/gdpnow

Atlanta Fed GDPNow Q1 adjustments
https://www.linkedin.com/pulse/gdp-forecasters-some-gold-doesnt-glitter-atlantafed-fxb2e/?trackingId=IKtl2qJkTya%2FgvCxax%2FXEQ%3D%3D

Bloomberg Fed Needs to Raise Threat of ‘Bad News’ Rate Cuts, El-Erian Says
https://www.bloomberg.com/news/articles/2025-03-19/el-erian-says-fed-needs-to-raise-threat-of-bad-news-rate-cuts

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Credit Markets Are Breaking: Is This the Start of Another Financial Crisis? 1038 1038 Credit Markets Are Breaking: Is This the Start of Another Financial Crisis? full 71df5e97-965b-498a-b5be-e4de085ee662 https://share.transistor.fm/s/b3bbf895 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

I am also doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

After credit spreads had narrowed to near historic lows last month, they've made a major move off them. In fact, the rise in spreads has already equaled last summer. But this year's credit selloff has begun to spread to other segments of the marketplace, including sharp price changes in risky assets like leveraged loans and even private equity. And there is a small hint of yen.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

I am also doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

After credit spreads had narrowed to near historic lows last month, they've made a major move off them. In fact, the rise in spreads has already equaled last summer. But this year's credit selloff has begun to spread to other segments of the marketplace, including sharp price changes in risky assets like leveraged loans and even private equity. And there is a small hint of yen.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 19 Mar 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1225 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

I am also doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

After credit spreads had narrowed to near historic lows last month, they've made a major move off them. In fact, the rise in spreads has already equaled last summer. But this year's credit selloff has begun to spread to other segments of the marketplace, including sharp price changes in risky assets like leveraged loans and even private equity. And there is a small hint of yen.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Retail Sales PLUNGE—Does This Confirm America's Silent Recession?" 1037 1037 Retail Sales PLUNGE—Does This Confirm America's Silent Recession?" full 8bb67b87-5ffe-4744-bf88-3b193627cc23 https://share.transistor.fm/s/a5d5e263 I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

The big drop in retail sales in January turns out to have been even bigger - much more. And then February consumer spending failed to rebound from it, coming in way below expectations, too. Add retail sales to the growing list on the side of "recession scare." Plus, the bad start to 2025 confirms a whole lot more on that side. 

Eurodollar University's Money & Macro Analysis

Bloomberg Disappointing Retail Sales Add to Concerns About US Outlook
https://www.bloomberg.com/news/articles/2025-03-17/us-retail-sales-rise-by-less-than-forecast-after-january-drop

NFR CNBC/NRF Retail Monitor Shows February Sales Were Down Monthly Amid Tariff Concerns
https://nrf.com/media-center/press-releases/cnbc-nrf-retail-monitor-shows-february-sales-were-down-monthly-amid-tariff-concerns

Bloomberg The US Economic Outlook Is Becoming More Uncertain
https://www.bloomberg.com/opinion/articles/2025-03-17/the-us-economic-outlook-is-becoming-more-uncertain

Bloomberg Gen Z’s Job Recession Needs Urgent Attention
https://www.bloomberg.com/opinion/articles/2025-03-17/gen-z-job-recession-needs-urgent-attention

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

The big drop in retail sales in January turns out to have been even bigger - much more. And then February consumer spending failed to rebound from it, coming in way below expectations, too. Add retail sales to the growing list on the side of "recession scare." Plus, the bad start to 2025 confirms a whole lot more on that side. 

Eurodollar University's Money & Macro Analysis

Bloomberg Disappointing Retail Sales Add to Concerns About US Outlook
https://www.bloomberg.com/news/articles/2025-03-17/us-retail-sales-rise-by-less-than-forecast-after-january-drop

NFR CNBC/NRF Retail Monitor Shows February Sales Were Down Monthly Amid Tariff Concerns
https://nrf.com/media-center/press-releases/cnbc-nrf-retail-monitor-shows-february-sales-were-down-monthly-amid-tariff-concerns

Bloomberg The US Economic Outlook Is Becoming More Uncertain
https://www.bloomberg.com/opinion/articles/2025-03-17/the-us-economic-outlook-is-becoming-more-uncertain

Bloomberg Gen Z’s Job Recession Needs Urgent Attention
https://www.bloomberg.com/opinion/articles/2025-03-17/gen-z-job-recession-needs-urgent-attention

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 18 Mar 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1156 I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

The big drop in retail sales in January turns out to have been even bigger - much more. And then February consumer spending failed to rebound from it, coming in way below expectations, too. Add retail sales to the growing list on the side of "recession scare." Plus, the bad start to 2025 confirms a whole lot more on that side. 

Eurodollar University's Money & Macro Analysis

Bloomberg Disappointing Retail Sales Add to Concerns About US Outlook
https://www.bloomberg.com/news/articles/2025-03-17/us-retail-sales-rise-by-less-than-forecast-after-january-drop

NFR CNBC/NRF Retail Monitor Shows February Sales Were Down Monthly Amid Tariff Concerns
https://nrf.com/media-center/press-releases/cnbc-nrf-retail-monitor-shows-february-sales-were-down-monthly-amid-tariff-concerns

Bloomberg The US Economic Outlook Is Becoming More Uncertain
https://www.bloomberg.com/opinion/articles/2025-03-17/the-us-economic-outlook-is-becoming-more-uncertain

Bloomberg Gen Z’s Job Recession Needs Urgent Attention
https://www.bloomberg.com/opinion/articles/2025-03-17/gen-z-job-recession-needs-urgent-attention

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Swiss Central Bank Just Sent a HUGE Warning to the World 1036 1036 Swiss Central Bank Just Sent a HUGE Warning to the World full 0e32bbe4-2962-4a18-b3c9-aab3ef17cce7 https://share.transistor.fm/s/fdd56241 I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

The return of zero interest rates. Not in some distant future, right now. A major central bank will be debating the potential return of ZIRP this week. And it is far from alone; policy rates aren't just falling all over the world, they're already a lot closer to the historical lows everyone said we'd never see again. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

The return of zero interest rates. Not in some distant future, right now. A major central bank will be debating the potential return of ZIRP this week. And it is far from alone; policy rates aren't just falling all over the world, they're already a lot closer to the historical lows everyone said we'd never see again. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 17 Mar 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1100 I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

The return of zero interest rates. Not in some distant future, right now. A major central bank will be debating the potential return of ZIRP this week. And it is far from alone; policy rates aren't just falling all over the world, they're already a lot closer to the historical lows everyone said we'd never see again. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Chinese Banks Have Stopped Lending, and the CCP Is Getting Desperate 1035 1035 Chinese Banks Have Stopped Lending, and the CCP Is Getting Desperate full 51d164ec-aad9-4d14-9077-235f099edf42 https://share.transistor.fm/s/239b2422 I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

Foreign companies are fleeing China in droves as the government there is now smack in the middle of an epic borrowing spree. Those two things are related, both stemming from the same major deficiency: banks. Not central banks; actual banks. And China's institutions continue to explore new depths. 

Eurodollar University's Money & Macro Analysis

Bloomberg Chinese Stocks Surge as Beijing Plans Briefing on Consumption
https://www.bloomberg.com/news/articles/2025-03-14/consumer-stocks-drive-china-benchmark-to-highest-level-this-year

Bloomberg China Has Record Foreign Investment Outflow as $168 Billion Exit
https://www.bloomberg.com/news/articles/2025-02-14/china-has-record-foreign-investment-outflow-as-168-billion-exit

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

Foreign companies are fleeing China in droves as the government there is now smack in the middle of an epic borrowing spree. Those two things are related, both stemming from the same major deficiency: banks. Not central banks; actual banks. And China's institutions continue to explore new depths. 

Eurodollar University's Money & Macro Analysis

Bloomberg Chinese Stocks Surge as Beijing Plans Briefing on Consumption
https://www.bloomberg.com/news/articles/2025-03-14/consumer-stocks-drive-china-benchmark-to-highest-level-this-year

Bloomberg China Has Record Foreign Investment Outflow as $168 Billion Exit
https://www.bloomberg.com/news/articles/2025-02-14/china-has-record-foreign-investment-outflow-as-168-billion-exit

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 16 Mar 2025 11:45:22 -0400 Jeff Snider Jeff Snider 1305 I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

Foreign companies are fleeing China in droves as the government there is now smack in the middle of an epic borrowing spree. Those two things are related, both stemming from the same major deficiency: banks. Not central banks; actual banks. And China's institutions continue to explore new depths. 

Eurodollar University's Money & Macro Analysis

Bloomberg Chinese Stocks Surge as Beijing Plans Briefing on Consumption
https://www.bloomberg.com/news/articles/2025-03-14/consumer-stocks-drive-china-benchmark-to-highest-level-this-year

Bloomberg China Has Record Foreign Investment Outflow as $168 Billion Exit
https://www.bloomberg.com/news/articles/2025-02-14/china-has-record-foreign-investment-outflow-as-168-billion-exit

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Canadian Central Bank Just Warned The Global Economy Is Breaking 1034 1034 Canadian Central Bank Just Warned The Global Economy Is Breaking full b0f9eef7-202a-4d77-9abf-7ede4be63445 https://share.transistor.fm/s/5c84aa08 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

I am also doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

The global "race to the bottom" for interest rates is already well underway, more than most people might think. They've been led to believe it's just a few rate cuts here or there, when the reality is very different. The Bank of Canada is a perfect example, a central bank that has already lowered its rates by a ton. Markets and fundamentals all say there's more coming; the rate race is far from over. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

I am also doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

The global "race to the bottom" for interest rates is already well underway, more than most people might think. They've been led to believe it's just a few rate cuts here or there, when the reality is very different. The Bank of Canada is a perfect example, a central bank that has already lowered its rates by a ton. Markets and fundamentals all say there's more coming; the rate race is far from over. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 14 Mar 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1069 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

I am also doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

The global "race to the bottom" for interest rates is already well underway, more than most people might think. They've been led to believe it's just a few rate cuts here or there, when the reality is very different. The Bank of Canada is a perfect example, a central bank that has already lowered its rates by a ton. Markets and fundamentals all say there's more coming; the rate race is far from over. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Airlines Just Admitted EVERYONE IS GOING BROKE! 1033 1033 Airlines Just Admitted EVERYONE IS GOING BROKE! full d7bcbab3-7a6b-4467-bb43-f2ef918c3825 https://share.transistor.fm/s/26ba1316 I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

Delta airlines in January said business was booming and that the company had confidence there was no end in sight Yesterday, the CEO called the first quarter a "parade of horribles" as economic "uncertainty" spoiled everything. Delta was not alone and not just in terms of airlines. There isn't economic uncertainty, the opposite is taking hold including what was in the February CPI. Not only did it confirm the latest from the carriers, there was a whole lot more in it beside. 

Eurodollar University's Money & Macro Analysis

Dallas Morning News Walmart CEO warns food prices are causing ‘frustration and pain’
https://www.dallasnews.com/business/retail/2025/03/03/walmart-ceo-warns-food-prices-are-causing-frustration-and-pain/

Delta Airlines 8-k
https://d18rn0p25nwr6d.cloudfront.net/CIK-0000027904/11d5a8ff-be02-448c-84f4-463a77b3365f.pdf

Bloomberg Delta Air Surges After Bet on More Premium Seats Pays Off
https://www.bloomberg.com/news/articles/2025-01-10/delta-tops-profit-estimates-on-overseas-business-travel-rebound

IBD Delta, American Dive On Slashed Outlooks; But Two Airlines Rally
https://www.investors.com/news/delta-air-lines-cuts-q1-2025-guidance-demand-delta-stock-dal/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

Delta airlines in January said business was booming and that the company had confidence there was no end in sight Yesterday, the CEO called the first quarter a "parade of horribles" as economic "uncertainty" spoiled everything. Delta was not alone and not just in terms of airlines. There isn't economic uncertainty, the opposite is taking hold including what was in the February CPI. Not only did it confirm the latest from the carriers, there was a whole lot more in it beside. 

Eurodollar University's Money & Macro Analysis

Dallas Morning News Walmart CEO warns food prices are causing ‘frustration and pain’
https://www.dallasnews.com/business/retail/2025/03/03/walmart-ceo-warns-food-prices-are-causing-frustration-and-pain/

Delta Airlines 8-k
https://d18rn0p25nwr6d.cloudfront.net/CIK-0000027904/11d5a8ff-be02-448c-84f4-463a77b3365f.pdf

Bloomberg Delta Air Surges After Bet on More Premium Seats Pays Off
https://www.bloomberg.com/news/articles/2025-01-10/delta-tops-profit-estimates-on-overseas-business-travel-rebound

IBD Delta, American Dive On Slashed Outlooks; But Two Airlines Rally
https://www.investors.com/news/delta-air-lines-cuts-q1-2025-guidance-demand-delta-stock-dal/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 13 Mar 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1224 I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

Delta airlines in January said business was booming and that the company had confidence there was no end in sight Yesterday, the CEO called the first quarter a "parade of horribles" as economic "uncertainty" spoiled everything. Delta was not alone and not just in terms of airlines. There isn't economic uncertainty, the opposite is taking hold including what was in the February CPI. Not only did it confirm the latest from the carriers, there was a whole lot more in it beside. 

Eurodollar University's Money & Macro Analysis

Dallas Morning News Walmart CEO warns food prices are causing ‘frustration and pain’
https://www.dallasnews.com/business/retail/2025/03/03/walmart-ceo-warns-food-prices-are-causing-frustration-and-pain/

Delta Airlines 8-k
https://d18rn0p25nwr6d.cloudfront.net/CIK-0000027904/11d5a8ff-be02-448c-84f4-463a77b3365f.pdf

Bloomberg Delta Air Surges After Bet on More Premium Seats Pays Off
https://www.bloomberg.com/news/articles/2025-01-10/delta-tops-profit-estimates-on-overseas-business-travel-rebound

IBD Delta, American Dive On Slashed Outlooks; But Two Airlines Rally
https://www.investors.com/news/delta-air-lines-cuts-q1-2025-guidance-demand-delta-stock-dal/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China’s Economy Is COLLAPSING and It's Spreading to Rest of the World 1032 1032 China’s Economy Is COLLAPSING and It's Spreading to Rest of the World full b39902b7-0150-479c-a7fc-c83bfd61b357 https://share.transistor.fm/s/41b78d84 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

I am also doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

While the world is lost in the "recession scare", China comes along and adds its considerable deflationary weight to it by reporting more outright price deflation. Both consumer and producer. Together with a sharp drop in imports, this global loss of macro momentum is certainly not lost on China. That can only mean one thing: more government debt. 

Eurodollar University's Money & Macro Analysis

CNN China’s deflation problems get worse
https://www.cnn.com/2025/03/10/economy/china-cpi-deflation-problems-intl-hnk/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

I am also doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

While the world is lost in the "recession scare", China comes along and adds its considerable deflationary weight to it by reporting more outright price deflation. Both consumer and producer. Together with a sharp drop in imports, this global loss of macro momentum is certainly not lost on China. That can only mean one thing: more government debt. 

Eurodollar University's Money & Macro Analysis

CNN China’s deflation problems get worse
https://www.cnn.com/2025/03/10/economy/china-cpi-deflation-problems-intl-hnk/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 12 Mar 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1196 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

I am also doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

While the world is lost in the "recession scare", China comes along and adds its considerable deflationary weight to it by reporting more outright price deflation. Both consumer and producer. Together with a sharp drop in imports, this global loss of macro momentum is certainly not lost on China. That can only mean one thing: more government debt. 

Eurodollar University's Money & Macro Analysis

CNN China’s deflation problems get worse
https://www.cnn.com/2025/03/10/economy/china-cpi-deflation-problems-intl-hnk/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global Recession Fears EXPLODE: Stocks Crash, Bond Yields Plummet 1031 1031 Global Recession Fears EXPLODE: Stocks Crash, Bond Yields Plummet full 7dc42b23-4847-4f2f-a993-85d1e00bc973 https://share.transistor.fm/s/ccdb0d31 I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

Stocks plunged, bond yields dropped, the R-word is now the common phrase in the media...Jay Powell says everything is just fine and dandy. Even the President is now cautioning the economy might be going through a "transition" and the markets more and more can't get away from it. 

Eurodollar University's Money & Macro Analysis

Bloomberg Bond Market’s Trump Trade Is Looking Like a Recession Play
https://www.bloomberg.com/news/articles/2025-03-09/the-bond-market-s-trump-trade-is-looking-like-a-recession-trade

Bloomberg Treasuries Gain as Trump Transition Talk Fuels Recession Angst
https://www.bloomberg.com/news/articles/2025-03-10/us-credit-risk-rises-as-tariffs-job-cuts-stoke-recession-fears

Jay Powell in Chicago
https://www.youtube.com/watch?v=e6pZzfv8AQE

NBC Dow falls nearly 900 points and Nasdaq dives 4% as stock selloff gathers steam
https://www.nbcnews.com/business/markets/stocks-tank-trump-declines-dismiss-recession-risk-rcna195653

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

Stocks plunged, bond yields dropped, the R-word is now the common phrase in the media...Jay Powell says everything is just fine and dandy. Even the President is now cautioning the economy might be going through a "transition" and the markets more and more can't get away from it. 

Eurodollar University's Money & Macro Analysis

Bloomberg Bond Market’s Trump Trade Is Looking Like a Recession Play
https://www.bloomberg.com/news/articles/2025-03-09/the-bond-market-s-trump-trade-is-looking-like-a-recession-trade

Bloomberg Treasuries Gain as Trump Transition Talk Fuels Recession Angst
https://www.bloomberg.com/news/articles/2025-03-10/us-credit-risk-rises-as-tariffs-job-cuts-stoke-recession-fears

Jay Powell in Chicago
https://www.youtube.com/watch?v=e6pZzfv8AQE

NBC Dow falls nearly 900 points and Nasdaq dives 4% as stock selloff gathers steam
https://www.nbcnews.com/business/markets/stocks-tank-trump-declines-dismiss-recession-risk-rcna195653

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 11 Mar 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1177 I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6

Stocks plunged, bond yields dropped, the R-word is now the common phrase in the media...Jay Powell says everything is just fine and dandy. Even the President is now cautioning the economy might be going through a "transition" and the markets more and more can't get away from it. 

Eurodollar University's Money & Macro Analysis

Bloomberg Bond Market’s Trump Trade Is Looking Like a Recession Play
https://www.bloomberg.com/news/articles/2025-03-09/the-bond-market-s-trump-trade-is-looking-like-a-recession-trade

Bloomberg Treasuries Gain as Trump Transition Talk Fuels Recession Angst
https://www.bloomberg.com/news/articles/2025-03-10/us-credit-risk-rises-as-tariffs-job-cuts-stoke-recession-fears

Jay Powell in Chicago
https://www.youtube.com/watch?v=e6pZzfv8AQE

NBC Dow falls nearly 900 points and Nasdaq dives 4% as stock selloff gathers steam
https://www.nbcnews.com/business/markets/stocks-tank-trump-declines-dismiss-recession-risk-rcna195653

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global Trade is Facing a Crisis – And No One is Ready For It 1030 1030 Global Trade is Facing a Crisis – And No One is Ready For It full 12b3a20d-5115-44c9-af6b-33955ba9da48 https://share.transistor.fm/s/9b8aaa63 I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here  https://event.webinarjam.com/register/27/l3k2rby6

Hot on the heels of the big drop in employment, global trade soared at the absolute wrong time and for all the wrong reasons. Both point to the same huge loss of economic momentum, now seen coming from places all over the world. China, Canada...even the USA.

 Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here  https://event.webinarjam.com/register/27/l3k2rby6

Hot on the heels of the big drop in employment, global trade soared at the absolute wrong time and for all the wrong reasons. Both point to the same huge loss of economic momentum, now seen coming from places all over the world. China, Canada...even the USA.

 Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 10 Mar 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1147 I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here  https://event.webinarjam.com/register/27/l3k2rby6

Hot on the heels of the big drop in employment, global trade soared at the absolute wrong time and for all the wrong reasons. Both point to the same huge loss of economic momentum, now seen coming from places all over the world. China, Canada...even the USA.

 Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WARNING: The Retail Apocalypse Has Begun 1029 1029 WARNING: The Retail Apocalypse Has Begun full 2c64d50a-79eb-44ef-bded-cd22d6fc8bfc https://share.transistor.fm/s/fb3ccb56 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Macy's is yet another with a warning on the economy just in time for the payroll numbers on February. They were a disaster if hardly anyone saw the true scale of it. Macy's might have a sense, as do other retailers. The data shows there really is big time trouble brewing in the jobs market.

Eurodollar University's Money & Macro Analysis

Sign up for our free March 24 webinar on the big emerging global trends: https://event.webinarjam.com/register/27/l3k2rby6

WSJ Macy’s Expects Sales to Drop Again This Year
https://www.wsj.com/business/earnings/macys-q4-earnings-results-m-stock-d3da1b6a

CNBC U.S. payroll growth totals 151,000 in February, less than expected
https://www.cnbc.com/2025/03/07/jobs-report-february-2025.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Macy's is yet another with a warning on the economy just in time for the payroll numbers on February. They were a disaster if hardly anyone saw the true scale of it. Macy's might have a sense, as do other retailers. The data shows there really is big time trouble brewing in the jobs market.

Eurodollar University's Money & Macro Analysis

Sign up for our free March 24 webinar on the big emerging global trends: https://event.webinarjam.com/register/27/l3k2rby6

WSJ Macy’s Expects Sales to Drop Again This Year
https://www.wsj.com/business/earnings/macys-q4-earnings-results-m-stock-d3da1b6a

CNBC U.S. payroll growth totals 151,000 in February, less than expected
https://www.cnbc.com/2025/03/07/jobs-report-february-2025.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 09 Mar 2025 07:00:00 -0400 Jeff Snider Jeff Snider 1160 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Macy's is yet another with a warning on the economy just in time for the payroll numbers on February. They were a disaster if hardly anyone saw the true scale of it. Macy's might have a sense, as do other retailers. The data shows there really is big time trouble brewing in the jobs market.

Eurodollar University's Money & Macro Analysis

Sign up for our free March 24 webinar on the big emerging global trends: https://event.webinarjam.com/register/27/l3k2rby6

WSJ Macy’s Expects Sales to Drop Again This Year
https://www.wsj.com/business/earnings/macys-q4-earnings-results-m-stock-d3da1b6a

CNBC U.S. payroll growth totals 151,000 in February, less than expected
https://www.cnbc.com/2025/03/07/jobs-report-february-2025.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No URGENT: Germany Just Triggered a Bond Market Meltdown 1028 1028 URGENT: Germany Just Triggered a Bond Market Meltdown full 471ca788-dbb5-4da0-8268-025cbaf9848e https://share.transistor.fm/s/57b760b9 Sign up for our free March 24 webinar right here: https://event.webinarjam.com/register/27/l3k2rby6

Another bazooka, this time from Germany, of all places. The mere thought of it has been enough to send the German bond market into a tailspin and sending yields to nearly their highest in fourteen years while also pulling other parts of the marketplace into it, too. Does the selloff signal inflation, success, or something else entirely? What are the implications for everyone else?

Eurodollar University's Money & Macro Analysis

Politico Germany moves to overhaul debt rules to unleash major defense spending
https://www.politico.eu/article/germany-unveils-e500-billion-defense-plan-as-security-threats-mount/

Roberto Perotti What Do We Know about the Effects of Fiscal Policy?
https://www.siepweb.it/siep/wp/wp-content/uploads/2021/03/1397925830013.pdf

Wilson, Daniel J.. 2012. "Fiscal Spending Jobs Multipliers: Evidence from the 2009 American Recovery and Reinvestment Act." American Economic Journal: Economic Policy, 4 (3): 251–82.
https://www.aeaweb.org/articles/pdf/doi/10.1257/pol.4.3.251

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sign up for our free March 24 webinar right here: https://event.webinarjam.com/register/27/l3k2rby6

Another bazooka, this time from Germany, of all places. The mere thought of it has been enough to send the German bond market into a tailspin and sending yields to nearly their highest in fourteen years while also pulling other parts of the marketplace into it, too. Does the selloff signal inflation, success, or something else entirely? What are the implications for everyone else?

Eurodollar University's Money & Macro Analysis

Politico Germany moves to overhaul debt rules to unleash major defense spending
https://www.politico.eu/article/germany-unveils-e500-billion-defense-plan-as-security-threats-mount/

Roberto Perotti What Do We Know about the Effects of Fiscal Policy?
https://www.siepweb.it/siep/wp/wp-content/uploads/2021/03/1397925830013.pdf

Wilson, Daniel J.. 2012. "Fiscal Spending Jobs Multipliers: Evidence from the 2009 American Recovery and Reinvestment Act." American Economic Journal: Economic Policy, 4 (3): 251–82.
https://www.aeaweb.org/articles/pdf/doi/10.1257/pol.4.3.251

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 07 Mar 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1348 Sign up for our free March 24 webinar right here: https://event.webinarjam.com/register/27/l3k2rby6

Another bazooka, this time from Germany, of all places. The mere thought of it has been enough to send the German bond market into a tailspin and sending yields to nearly their highest in fourteen years while also pulling other parts of the marketplace into it, too. Does the selloff signal inflation, success, or something else entirely? What are the implications for everyone else?

Eurodollar University's Money & Macro Analysis

Politico Germany moves to overhaul debt rules to unleash major defense spending
https://www.politico.eu/article/germany-unveils-e500-billion-defense-plan-as-security-threats-mount/

Roberto Perotti What Do We Know about the Effects of Fiscal Policy?
https://www.siepweb.it/siep/wp/wp-content/uploads/2021/03/1397925830013.pdf

Wilson, Daniel J.. 2012. "Fiscal Spending Jobs Multipliers: Evidence from the 2009 American Recovery and Reinvestment Act." American Economic Journal: Economic Policy, 4 (3): 251–82.
https://www.aeaweb.org/articles/pdf/doi/10.1257/pol.4.3.251

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Target Just Warned the US Economy is COLLAPSING 1027 1027 Target Just Warned the US Economy is COLLAPSING full efaa6abe-67d0-46dc-ba77-dc22fccfc900 https://share.transistor.fm/s/a97020df If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Target issued another warning on the economy and then joined Best Buy as merely the first to say they're raising prices. While that may sound inflationary, it's the opposite and will end up pushing interest rates even lower. Those are already happening in the market, in part as markets more confidently price how the Fed is going to have to follow along, too. Just like last summer. 

Eurodollar University's Money & Macro Analysis

Bloomberg Target, Best Buy Warn US Consumers of Tariff Price Hikes
https://www.bloomberg.com/news/articles/2025-03-04/target-sees-flat-sales-this-year-warns-of-risk-from-tariffs

Bloomberg Traders Pile Into Fed Rate-Cut Bets as Tariffs Roil Markets
https://www.bloomberg.com/news/articles/2025-03-04/us-yield-curve-steepens-on-growth-angst-with-tariffs-now-reality

Atlanta Fed GDPNow
https://www.atlantafed.org/cqer/research/gdpnow

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Target issued another warning on the economy and then joined Best Buy as merely the first to say they're raising prices. While that may sound inflationary, it's the opposite and will end up pushing interest rates even lower. Those are already happening in the market, in part as markets more confidently price how the Fed is going to have to follow along, too. Just like last summer. 

Eurodollar University's Money & Macro Analysis

Bloomberg Target, Best Buy Warn US Consumers of Tariff Price Hikes
https://www.bloomberg.com/news/articles/2025-03-04/target-sees-flat-sales-this-year-warns-of-risk-from-tariffs

Bloomberg Traders Pile Into Fed Rate-Cut Bets as Tariffs Roil Markets
https://www.bloomberg.com/news/articles/2025-03-04/us-yield-curve-steepens-on-growth-angst-with-tariffs-now-reality

Atlanta Fed GDPNow
https://www.atlantafed.org/cqer/research/gdpnow

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 05 Mar 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1155 If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Target issued another warning on the economy and then joined Best Buy as merely the first to say they're raising prices. While that may sound inflationary, it's the opposite and will end up pushing interest rates even lower. Those are already happening in the market, in part as markets more confidently price how the Fed is going to have to follow along, too. Just like last summer. 

Eurodollar University's Money & Macro Analysis

Bloomberg Target, Best Buy Warn US Consumers of Tariff Price Hikes
https://www.bloomberg.com/news/articles/2025-03-04/target-sees-flat-sales-this-year-warns-of-risk-from-tariffs

Bloomberg Traders Pile Into Fed Rate-Cut Bets as Tariffs Roil Markets
https://www.bloomberg.com/news/articles/2025-03-04/us-yield-curve-steepens-on-growth-angst-with-tariffs-now-reality

Atlanta Fed GDPNow
https://www.atlantafed.org/cqer/research/gdpnow

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Mercedes Report CONFIRMS the Economy Is in Serious Trouble 1026 1026 BREAKING: Mercedes Report CONFIRMS the Economy Is in Serious Trouble full 2a3c20f9-b5f4-474c-96e3-250c16c019a8 https://share.transistor.fm/s/dc02d4a6 Stocks are getting hit, with bond yields tumbling. The "growth scare" gets louder as the luxury car brand just confirmed it's heading for the worst, no longer willing to hold out for economic strength everyone talks about yet never happens. The forgot how to grow economy is firmly at risk of remembering traditional recession mechanics. 

Eurodollar University's Money & Macro Analysis

WSJ Mercedes-Benz Plans to Cut Jobs as Earnings Expected to Slump
https://www.wsj.com/business/earnings/mercedes-benz-plans-cost-cuts-as-earnings-expected-to-fall-this-year-6268813a

Bloomberg S&P 500 Sees Worst Selloff in 2025 as Bonds Climb: Markets Wrap
https://www.bloomberg.com/news/articles/2025-03-02/stock-market-today-dow-s-p-live-updates

ISM Feb 2025
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/february/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Stocks are getting hit, with bond yields tumbling. The "growth scare" gets louder as the luxury car brand just confirmed it's heading for the worst, no longer willing to hold out for economic strength everyone talks about yet never happens. The forgot how to grow economy is firmly at risk of remembering traditional recession mechanics. 

Eurodollar University's Money & Macro Analysis

WSJ Mercedes-Benz Plans to Cut Jobs as Earnings Expected to Slump
https://www.wsj.com/business/earnings/mercedes-benz-plans-cost-cuts-as-earnings-expected-to-fall-this-year-6268813a

Bloomberg S&P 500 Sees Worst Selloff in 2025 as Bonds Climb: Markets Wrap
https://www.bloomberg.com/news/articles/2025-03-02/stock-market-today-dow-s-p-live-updates

ISM Feb 2025
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/february/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 04 Mar 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1194 Stocks are getting hit, with bond yields tumbling. The "growth scare" gets louder as the luxury car brand just confirmed it's heading for the worst, no longer willing to hold out for economic strength everyone talks about yet never happens. The forgot how to grow economy is firmly at risk of remembering traditional recession mechanics. 

Eurodollar University's Money & Macro Analysis

WSJ Mercedes-Benz Plans to Cut Jobs as Earnings Expected to Slump
https://www.wsj.com/business/earnings/mercedes-benz-plans-cost-cuts-as-earnings-expected-to-fall-this-year-6268813a

Bloomberg S&P 500 Sees Worst Selloff in 2025 as Bonds Climb: Markets Wrap
https://www.bloomberg.com/news/articles/2025-03-02/stock-market-today-dow-s-p-live-updates

ISM Feb 2025
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/february/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Markets Are Making MASSIVE Moves – Here’s What You MUST Know NOW 1025 1025 Markets Are Making MASSIVE Moves – Here’s What You MUST Know NOW full 1ee58be3-c263-4b3b-931d-d9882b3ddce3 https://share.transistor.fm/s/9ab32288 Not a good week for financial markets. Oil down. Rates sunk. Stocks hit. Crypto crashing. Why? The "growth scare" is back. Or, at least, it's back in the mainstream. In reality, it never left and certain financial markets are being forced to reckon with this. 

Eurodollar University's conversation w/Steve Van Metre

Atlanta Fed GDPNow
https://www.atlantafed.org/cqer/research/gdpnow

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Not a good week for financial markets. Oil down. Rates sunk. Stocks hit. Crypto crashing. Why? The "growth scare" is back. Or, at least, it's back in the mainstream. In reality, it never left and certain financial markets are being forced to reckon with this. 

Eurodollar University's conversation w/Steve Van Metre

Atlanta Fed GDPNow
https://www.atlantafed.org/cqer/research/gdpnow

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 03 Mar 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1034 Not a good week for financial markets. Oil down. Rates sunk. Stocks hit. Crypto crashing. Why? The "growth scare" is back. Or, at least, it's back in the mainstream. In reality, it never left and certain financial markets are being forced to reckon with this. 

Eurodollar University's conversation w/Steve Van Metre

Atlanta Fed GDPNow
https://www.atlantafed.org/cqer/research/gdpnow

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No India’s Dollar Short Position Is EXPLODING (Here's What You Need To Know) 1024 1024 India’s Dollar Short Position Is EXPLODING (Here's What You Need To Know) full 29b16d71-ecc0-4968-bbf4-69e4545ce5d5 https://share.transistor.fm/s/2066e820 The new guy at the RBI said he wasn't going to interfere with the rupee as much as his predecessor. Apparently, the dollar has left him with little choice. It’s the fundamentals that matter. And even India is showing more signs of forgetting how to grow. That’s why the dollar has been on a rampage again and why RBI can't let it go. 

Eurodollar University's Money & Macro Analysis

Bloomberg India Central Bank’s Short Dollar Book Hit Record $77.5 Billion
https://www.bloomberg.com/news/articles/2025-02-28/india-central-bank-s-short-dollar-book-hit-record-77-5-billion

India: 2024 Article IV Consultation-Press Release; Staff Report; and Statement by the Executive Director for India
https://www.imf.org/en/Publications/CR/Issues/2025/02/27/India-2024-Article-IV-Consultation-Press-Release-Staff-Report-and-Statement-by-the-562726

IMF 2018
https://www.imf.org/en/News/Articles/2018/08/07/NA080818-India-Strong-Economy-Continues-to-Lead-Global-Growth

MacroVoices Mar-a-lago Accord
https://macrovoices.podbean.com/e/macrovoices-469-jeff-snider-the-mar-a-lago-accord-seen-through-a-eurodollar-lens/
At YT:
https://youtu.be/qeu6vrqZ980

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The new guy at the RBI said he wasn't going to interfere with the rupee as much as his predecessor. Apparently, the dollar has left him with little choice. It’s the fundamentals that matter. And even India is showing more signs of forgetting how to grow. That’s why the dollar has been on a rampage again and why RBI can't let it go. 

Eurodollar University's Money & Macro Analysis

Bloomberg India Central Bank’s Short Dollar Book Hit Record $77.5 Billion
https://www.bloomberg.com/news/articles/2025-02-28/india-central-bank-s-short-dollar-book-hit-record-77-5-billion

India: 2024 Article IV Consultation-Press Release; Staff Report; and Statement by the Executive Director for India
https://www.imf.org/en/Publications/CR/Issues/2025/02/27/India-2024-Article-IV-Consultation-Press-Release-Staff-Report-and-Statement-by-the-562726

IMF 2018
https://www.imf.org/en/News/Articles/2018/08/07/NA080818-India-Strong-Economy-Continues-to-Lead-Global-Growth

MacroVoices Mar-a-lago Accord
https://macrovoices.podbean.com/e/macrovoices-469-jeff-snider-the-mar-a-lago-accord-seen-through-a-eurodollar-lens/
At YT:
https://youtu.be/qeu6vrqZ980

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 02 Mar 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1213 The new guy at the RBI said he wasn't going to interfere with the rupee as much as his predecessor. Apparently, the dollar has left him with little choice. It’s the fundamentals that matter. And even India is showing more signs of forgetting how to grow. That’s why the dollar has been on a rampage again and why RBI can't let it go. 

Eurodollar University's Money & Macro Analysis

Bloomberg India Central Bank’s Short Dollar Book Hit Record $77.5 Billion
https://www.bloomberg.com/news/articles/2025-02-28/india-central-bank-s-short-dollar-book-hit-record-77-5-billion

India: 2024 Article IV Consultation-Press Release; Staff Report; and Statement by the Executive Director for India
https://www.imf.org/en/Publications/CR/Issues/2025/02/27/India-2024-Article-IV-Consultation-Press-Release-Staff-Report-and-Statement-by-the-562726

IMF 2018
https://www.imf.org/en/News/Articles/2018/08/07/NA080818-India-Strong-Economy-Continues-to-Lead-Global-Growth

MacroVoices Mar-a-lago Accord
https://macrovoices.podbean.com/e/macrovoices-469-jeff-snider-the-mar-a-lago-accord-seen-through-a-eurodollar-lens/
At YT:
https://youtu.be/qeu6vrqZ980

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Something HUGE Is Happening to European Banks (Should You Be Worried?) 1023 1023 Something HUGE Is Happening to European Banks (Should You Be Worried?) full af8f58f1-ab40-4d16-9a75-c76db63700d4 https://share.transistor.fm/s/567b1cea European banks are surging into safety, buying the third most on record in January. At the same time, they scaled back activities in the real economy expecting further deterioration. Their behavior also backs up market pricing especially interest rates, while also exposing the fallacy behind them. 

Eurodollar University's Money & Macro Analysis

ECB BLS Q4 2024
https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2024q4~e1ddae0f19.en.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> European banks are surging into safety, buying the third most on record in January. At the same time, they scaled back activities in the real economy expecting further deterioration. Their behavior also backs up market pricing especially interest rates, while also exposing the fallacy behind them. 

Eurodollar University's Money & Macro Analysis

ECB BLS Q4 2024
https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2024q4~e1ddae0f19.en.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 28 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1166 European banks are surging into safety, buying the third most on record in January. At the same time, they scaled back activities in the real economy expecting further deterioration. Their behavior also backs up market pricing especially interest rates, while also exposing the fallacy behind them. 

Eurodollar University's Money & Macro Analysis

ECB BLS Q4 2024
https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2024q4~e1ddae0f19.en.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: China Just Announced a MASSIVE Bank Bailout 1022 1022 BREAKING: China Just Announced a MASSIVE Bank Bailout full b24de554-a771-4333-bbf5-b3df8df4206e https://share.transistor.fm/s/7df3ae00 Why now? After teasing a bank recapitalization plan as part of last year's "bazooka", the CCP did nothing about it over the five months since raising the matter. Total silence. Now, all of a sudden, news banks are going to get their equity after all. What changed? There are a few suspects, starting with growing turmoil in money markets alongside more problems with real estate. 

Eurodollar University's Money & Macro Analysis

Bloomberg China to Inject at Least $55 Billion of Fresh Capital Into Several Big Banks
https://www.bloomberg.com/news/articles/2025-02-26/china-plans-to-start-bank-capital-hike-with-at-least-55-billion

Bloomberg China’s Property Crisis Enters a Dangerous New Phase
https://www.bloomberg.com/news/features/2025-02-11/china-s-real-estate-crisis-property-sector-debt-is-getting-worse

Wapo CHINA ANNOUNCES LARGE BOND ISSUE TO BAIL OUT BANKS
https://www.washingtonpost.com/archive/politics/1998/03/01/china-announces-large-bond-issue-to-bail-out-banks/adcac8da-fe39-4b4c-90c0-13739847f35c/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Why now? After teasing a bank recapitalization plan as part of last year's "bazooka", the CCP did nothing about it over the five months since raising the matter. Total silence. Now, all of a sudden, news banks are going to get their equity after all. What changed? There are a few suspects, starting with growing turmoil in money markets alongside more problems with real estate. 

Eurodollar University's Money & Macro Analysis

Bloomberg China to Inject at Least $55 Billion of Fresh Capital Into Several Big Banks
https://www.bloomberg.com/news/articles/2025-02-26/china-plans-to-start-bank-capital-hike-with-at-least-55-billion

Bloomberg China’s Property Crisis Enters a Dangerous New Phase
https://www.bloomberg.com/news/features/2025-02-11/china-s-real-estate-crisis-property-sector-debt-is-getting-worse

Wapo CHINA ANNOUNCES LARGE BOND ISSUE TO BAIL OUT BANKS
https://www.washingtonpost.com/archive/politics/1998/03/01/china-announces-large-bond-issue-to-bail-out-banks/adcac8da-fe39-4b4c-90c0-13739847f35c/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 27 Feb 2025 10:05:59 -0500 Jeff Snider Jeff Snider 1211 Why now? After teasing a bank recapitalization plan as part of last year's "bazooka", the CCP did nothing about it over the five months since raising the matter. Total silence. Now, all of a sudden, news banks are going to get their equity after all. What changed? There are a few suspects, starting with growing turmoil in money markets alongside more problems with real estate. 

Eurodollar University's Money & Macro Analysis

Bloomberg China to Inject at Least $55 Billion of Fresh Capital Into Several Big Banks
https://www.bloomberg.com/news/articles/2025-02-26/china-plans-to-start-bank-capital-hike-with-at-least-55-billion

Bloomberg China’s Property Crisis Enters a Dangerous New Phase
https://www.bloomberg.com/news/features/2025-02-11/china-s-real-estate-crisis-property-sector-debt-is-getting-worse

Wapo CHINA ANNOUNCES LARGE BOND ISSUE TO BAIL OUT BANKS
https://www.washingtonpost.com/archive/politics/1998/03/01/china-announces-large-bond-issue-to-bail-out-banks/adcac8da-fe39-4b4c-90c0-13739847f35c/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T: The Yield Curve Just Inverted Again 1021 1021 HOLY SH*T: The Yield Curve Just Inverted Again full 3bd6a69f-00d2-49ca-a3fe-ba40a550801a https://share.transistor.fm/s/5ea7dba3 If you are in any way interested in precious metals, check out what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Rates are down sharply, so much the broad yield curve re-inverted from one critical spot. Given the macro context with crashing consumer confidence and a steep loss of economic momentum, particularly in the services sector, that re-inversion along with a multi-month low in 2-year yields is telling us everything we need to know. 

Eurodollar University's Money & Macro Analysis

Bloomberg Treasury Yields Slide as Confidence Gauge Stokes Economy Fears
https://www.bloomberg.com/news/articles/2025-02-25/treasuries-rally-as-traders-boost-bets-on-fed-interest-rate-cuts

Conference Board Consumer Confidence
https://www.conference-board.org/topics/consumer-confidence

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals, check out what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Rates are down sharply, so much the broad yield curve re-inverted from one critical spot. Given the macro context with crashing consumer confidence and a steep loss of economic momentum, particularly in the services sector, that re-inversion along with a multi-month low in 2-year yields is telling us everything we need to know. 

Eurodollar University's Money & Macro Analysis

Bloomberg Treasury Yields Slide as Confidence Gauge Stokes Economy Fears
https://www.bloomberg.com/news/articles/2025-02-25/treasuries-rally-as-traders-boost-bets-on-fed-interest-rate-cuts

Conference Board Consumer Confidence
https://www.conference-board.org/topics/consumer-confidence

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 26 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1215 If you are in any way interested in precious metals, check out what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Rates are down sharply, so much the broad yield curve re-inverted from one critical spot. Given the macro context with crashing consumer confidence and a steep loss of economic momentum, particularly in the services sector, that re-inversion along with a multi-month low in 2-year yields is telling us everything we need to know. 

Eurodollar University's Money & Macro Analysis

Bloomberg Treasury Yields Slide as Confidence Gauge Stokes Economy Fears
https://www.bloomberg.com/news/articles/2025-02-25/treasuries-rally-as-traders-boost-bets-on-fed-interest-rate-cuts

Conference Board Consumer Confidence
https://www.conference-board.org/topics/consumer-confidence

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Microsoft Issues a Dire Warning "The AI Bubble Is About to Burst" 1020 1020 Microsoft Issues a Dire Warning "The AI Bubble Is About to Burst" full a64d4308-2fa7-4ff7-8e2b-1322c8c0c67f https://share.transistor.fm/s/8a470380 Is there trouble brewing in the AI bubble? A report came out earlier today that Microsoft was scaling back its investments, one the company denied. Its substance, however, aligns with everything else that's going on, from Warren Buffett curiously choosing not to explain Berkshire's stock selling to the deteriorating conditions in South Korea. 

Eurodollar University's Money & Macro Analysis

Bloomberg Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
https://www.bloomberg.com/news/articles/2025-02-24/microsoft-cancels-leases-for-ai-data-centers-analyst-says

Bloomberg South Korea’s Chip Exports Lead Trade Gains Fueling Economy
https://www.bloomberg.com/news/articles/2024-06-01/south-korea-s-chip-exports-lead-trade-gains-supporting-economy

Dow Jones South Korea Government Expects Economy to Slow in 2025
https://www.morningstar.com/news/dow-jones/202501011398/south-korea-government-expects-economy-to-slow-in-2025

Bloomberg Bank of Korea Rate Cut Not a Done Deal This Month, Rhee Warns
https://www.bloomberg.com/news/articles/2025-02-06/bank-of-korea-s-rhee-leaves-door-open-to-another-rate-hold

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Is there trouble brewing in the AI bubble? A report came out earlier today that Microsoft was scaling back its investments, one the company denied. Its substance, however, aligns with everything else that's going on, from Warren Buffett curiously choosing not to explain Berkshire's stock selling to the deteriorating conditions in South Korea. 

Eurodollar University's Money & Macro Analysis

Bloomberg Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
https://www.bloomberg.com/news/articles/2025-02-24/microsoft-cancels-leases-for-ai-data-centers-analyst-says

Bloomberg South Korea’s Chip Exports Lead Trade Gains Fueling Economy
https://www.bloomberg.com/news/articles/2024-06-01/south-korea-s-chip-exports-lead-trade-gains-supporting-economy

Dow Jones South Korea Government Expects Economy to Slow in 2025
https://www.morningstar.com/news/dow-jones/202501011398/south-korea-government-expects-economy-to-slow-in-2025

Bloomberg Bank of Korea Rate Cut Not a Done Deal This Month, Rhee Warns
https://www.bloomberg.com/news/articles/2025-02-06/bank-of-korea-s-rhee-leaves-door-open-to-another-rate-hold

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 25 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1185 Is there trouble brewing in the AI bubble? A report came out earlier today that Microsoft was scaling back its investments, one the company denied. Its substance, however, aligns with everything else that's going on, from Warren Buffett curiously choosing not to explain Berkshire's stock selling to the deteriorating conditions in South Korea. 

Eurodollar University's Money & Macro Analysis

Bloomberg Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
https://www.bloomberg.com/news/articles/2025-02-24/microsoft-cancels-leases-for-ai-data-centers-analyst-says

Bloomberg South Korea’s Chip Exports Lead Trade Gains Fueling Economy
https://www.bloomberg.com/news/articles/2024-06-01/south-korea-s-chip-exports-lead-trade-gains-supporting-economy

Dow Jones South Korea Government Expects Economy to Slow in 2025
https://www.morningstar.com/news/dow-jones/202501011398/south-korea-government-expects-economy-to-slow-in-2025

Bloomberg Bank of Korea Rate Cut Not a Done Deal This Month, Rhee Warns
https://www.bloomberg.com/news/articles/2025-02-06/bank-of-korea-s-rhee-leaves-door-open-to-another-rate-hold

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Walmart Just Warned the US Economy is COLLAPSING 1019 1019 Walmart Just Warned the US Economy is COLLAPSING full 0d89efa9-8341-4c9c-8dcb-655f5375d485 https://share.transistor.fm/s/3d798799 If you are in any way interested in precious metals, check out what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Walmart the latest to issue a warning. SPG's PMIs crack, particularly services. Consumer confidence tanks. And they call it "uncertainty."

Eurodollar University's conversation w/Steve Van Metre

SPG PMI press release
https://www.pmi.spglobal.com/Public/Home/PressRelease/c3a10cc3461d4d8aa1758082292e7358

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you are in any way interested in precious metals, check out what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Walmart the latest to issue a warning. SPG's PMIs crack, particularly services. Consumer confidence tanks. And they call it "uncertainty."

Eurodollar University's conversation w/Steve Van Metre

SPG PMI press release
https://www.pmi.spglobal.com/Public/Home/PressRelease/c3a10cc3461d4d8aa1758082292e7358

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 24 Feb 2025 09:00:11 -0500 Jeff Snider Jeff Snider 1218 If you are in any way interested in precious metals, check out what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Walmart the latest to issue a warning. SPG's PMIs crack, particularly services. Consumer confidence tanks. And they call it "uncertainty."

Eurodollar University's conversation w/Steve Van Metre

SPG PMI press release
https://www.pmi.spglobal.com/Public/Home/PressRelease/c3a10cc3461d4d8aa1758082292e7358

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Last Time Credit Spreads Were This Tight, EVERYTHING Collapsed 1018 1018 The Last Time Credit Spreads Were This Tight, EVERYTHING Collapsed full 4391821e-9a9d-462c-9c76-4660ebdbdf76 https://share.transistor.fm/s/f3530640 A tinderbox waiting to explode? When spreads are this low, and complacency this high, that means everyone is on one side the market. Not because they want to be, they have to be. And they all believe that they'll be able to get to the exits even though everyone is searching for the same signals. 

Eurodollar University's Money & Macro Analysis

Bloomberg Money Managers See Dangers in Credit’s Eerie Calm
https://www.bloomberg.com/news/articles/2025-02-17/credit-s-eerie-calm-has-some-money-managers-seeing-danger-signs

Bloomberg Junk Bond Guru Sees Rising Distress Ahead as Banks Tighten Lending
https://www.bloomberg.com/news/articles/2025-02-15/junk-bond-guru-fridson-sees-rising-distress-ahead-credit-weekly

BIS The market turbulence and carry trade unwind of August 2024
https://www.bis.org/publ/bisbull90.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> A tinderbox waiting to explode? When spreads are this low, and complacency this high, that means everyone is on one side the market. Not because they want to be, they have to be. And they all believe that they'll be able to get to the exits even though everyone is searching for the same signals. 

Eurodollar University's Money & Macro Analysis

Bloomberg Money Managers See Dangers in Credit’s Eerie Calm
https://www.bloomberg.com/news/articles/2025-02-17/credit-s-eerie-calm-has-some-money-managers-seeing-danger-signs

Bloomberg Junk Bond Guru Sees Rising Distress Ahead as Banks Tighten Lending
https://www.bloomberg.com/news/articles/2025-02-15/junk-bond-guru-fridson-sees-rising-distress-ahead-credit-weekly

BIS The market turbulence and carry trade unwind of August 2024
https://www.bis.org/publ/bisbull90.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 23 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1233 A tinderbox waiting to explode? When spreads are this low, and complacency this high, that means everyone is on one side the market. Not because they want to be, they have to be. And they all believe that they'll be able to get to the exits even though everyone is searching for the same signals. 

Eurodollar University's Money & Macro Analysis

Bloomberg Money Managers See Dangers in Credit’s Eerie Calm
https://www.bloomberg.com/news/articles/2025-02-17/credit-s-eerie-calm-has-some-money-managers-seeing-danger-signs

Bloomberg Junk Bond Guru Sees Rising Distress Ahead as Banks Tighten Lending
https://www.bloomberg.com/news/articles/2025-02-15/junk-bond-guru-fridson-sees-rising-distress-ahead-credit-weekly

BIS The market turbulence and carry trade unwind of August 2024
https://www.bis.org/publ/bisbull90.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No NEW $5,000 Stimulus Plan ANNOUNCED (It's NOT What You Think) 1017 1017 NEW $5,000 Stimulus Plan ANNOUNCED (It's NOT What You Think) full e4577bf0-b929-47f4-a8e2-ce47170df221 https://share.transistor.fm/s/7c8ee20a WTF!? This really better be a stunt or a bad joke because if it's not then we're faced with more bad economics. This proposal is exactly the SH&% that is supposed to be ending. The government wouldn't be giving anyone "their" money back, just borrowing more to make it look like that would what happens. 

Eurodollar University's Money & Macro Analysis

Milton Friedman - Tyranny of the Status Quo - Part 1 - Beneficiaries w/ David Brooks
https://www.youtube.com/watch?v=wRXEk7su62w

The Hill Adviser behind ‘DOGE dividend’ check program: It’s reasonable
https://thehill.com/business/5154650-james-fishback-donald-trump-elon-musk-doge-dividends/

Fox $5,000 DOGE check? Trump backs idea to send some savings to Americans
https://www.fox9.com/news/5000-doge-dividend-check-trump-backs-savings-americans

CBO 
https://www.cbo.gov/system/files/2025-01/60870-By-the-Numbers.pdf
https://www.cbo.gov/publication/60870#:~:text=The%20Budget%20Outlook-,Deficits,to%20%242.7%20trillion%20by%202035.

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> WTF!? This really better be a stunt or a bad joke because if it's not then we're faced with more bad economics. This proposal is exactly the SH&% that is supposed to be ending. The government wouldn't be giving anyone "their" money back, just borrowing more to make it look like that would what happens. 

Eurodollar University's Money & Macro Analysis

Milton Friedman - Tyranny of the Status Quo - Part 1 - Beneficiaries w/ David Brooks
https://www.youtube.com/watch?v=wRXEk7su62w

The Hill Adviser behind ‘DOGE dividend’ check program: It’s reasonable
https://thehill.com/business/5154650-james-fishback-donald-trump-elon-musk-doge-dividends/

Fox $5,000 DOGE check? Trump backs idea to send some savings to Americans
https://www.fox9.com/news/5000-doge-dividend-check-trump-backs-savings-americans

CBO 
https://www.cbo.gov/system/files/2025-01/60870-By-the-Numbers.pdf
https://www.cbo.gov/publication/60870#:~:text=The%20Budget%20Outlook-,Deficits,to%20%242.7%20trillion%20by%202035.

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 21 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1112 WTF!? This really better be a stunt or a bad joke because if it's not then we're faced with more bad economics. This proposal is exactly the SH&% that is supposed to be ending. The government wouldn't be giving anyone "their" money back, just borrowing more to make it look like that would what happens. 

Eurodollar University's Money & Macro Analysis

Milton Friedman - Tyranny of the Status Quo - Part 1 - Beneficiaries w/ David Brooks
https://www.youtube.com/watch?v=wRXEk7su62w

The Hill Adviser behind ‘DOGE dividend’ check program: It’s reasonable
https://thehill.com/business/5154650-james-fishback-donald-trump-elon-musk-doge-dividends/

Fox $5,000 DOGE check? Trump backs idea to send some savings to Americans
https://www.fox9.com/news/5000-doge-dividend-check-trump-backs-savings-americans

CBO 
https://www.cbo.gov/system/files/2025-01/60870-By-the-Numbers.pdf
https://www.cbo.gov/publication/60870#:~:text=The%20Budget%20Outlook-,Deficits,to%20%242.7%20trillion%20by%202035.

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Australian Central Bank Just Sent a MASSIVE Warning to the World 1016 1016 Australian Central Bank Just Sent a MASSIVE Warning to the World full 3d4f5142-ebed-4d6c-a6a4-fea754d74cab https://share.transistor.fm/s/b0b4e7fe The last central bank finally gives in to reality, joining the rate cutting cycle in one final blow to higher for longer. This brings RBA closer to its neighbor RBNZ even though, on the surface, the two seem far apart in every respect. For all this alleged differences, however, the dollar has drastically other ideas which is why dollar for dollar for dollar, they're all the same globally synchronized. 

Eurodollar University's Money & Macro Analysis

CNBC Australia’s central bank cuts rates for the first time in more than four years, flags economic uncertainties
https://www.cnbc.com/2025/02/18/australia-central-bank-cuts-interest-rate-for-the-first-time-in-over-four-years.html

Bloomberg ECB’s Panetta Says Economic Weakness Is Worse Than Expected
https://www.bloomberg.com/news/articles/2025-02-19/ecb-s-panetta-says-economic-weakness-is-worse-than-expected

Bloomberg New Zealand to Slow Pace of Easing After Third Big Rate Cut
https://www.bloomberg.com/news/articles/2025-02-19/new-zealand-delivers-third-big-rate-cut-to-revive-ailing-economy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The last central bank finally gives in to reality, joining the rate cutting cycle in one final blow to higher for longer. This brings RBA closer to its neighbor RBNZ even though, on the surface, the two seem far apart in every respect. For all this alleged differences, however, the dollar has drastically other ideas which is why dollar for dollar for dollar, they're all the same globally synchronized. 

Eurodollar University's Money & Macro Analysis

CNBC Australia’s central bank cuts rates for the first time in more than four years, flags economic uncertainties
https://www.cnbc.com/2025/02/18/australia-central-bank-cuts-interest-rate-for-the-first-time-in-over-four-years.html

Bloomberg ECB’s Panetta Says Economic Weakness Is Worse Than Expected
https://www.bloomberg.com/news/articles/2025-02-19/ecb-s-panetta-says-economic-weakness-is-worse-than-expected

Bloomberg New Zealand to Slow Pace of Easing After Third Big Rate Cut
https://www.bloomberg.com/news/articles/2025-02-19/new-zealand-delivers-third-big-rate-cut-to-revive-ailing-economy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 20 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1140 The last central bank finally gives in to reality, joining the rate cutting cycle in one final blow to higher for longer. This brings RBA closer to its neighbor RBNZ even though, on the surface, the two seem far apart in every respect. For all this alleged differences, however, the dollar has drastically other ideas which is why dollar for dollar for dollar, they're all the same globally synchronized. 

Eurodollar University's Money & Macro Analysis

CNBC Australia’s central bank cuts rates for the first time in more than four years, flags economic uncertainties
https://www.cnbc.com/2025/02/18/australia-central-bank-cuts-interest-rate-for-the-first-time-in-over-four-years.html

Bloomberg ECB’s Panetta Says Economic Weakness Is Worse Than Expected
https://www.bloomberg.com/news/articles/2025-02-19/ecb-s-panetta-says-economic-weakness-is-worse-than-expected

Bloomberg New Zealand to Slow Pace of Easing After Third Big Rate Cut
https://www.bloomberg.com/news/articles/2025-02-19/new-zealand-delivers-third-big-rate-cut-to-revive-ailing-economy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The German Government Is About To Fall—But The Real Crisis Is Just Beginning 1015 1015 The German Government Is About To Fall—But The Real Crisis Is Just Beginning full ae936d39-1b5d-48a0-be24-0c805db7a5f2 https://share.transistor.fm/s/3d3bdeba The poor economy brought down Germany's government. With the election looming on Sunday, attention turns to who will take over. The inconvenient truth, for the economy, is that it doesn't matter. The whole world needs to stop looking for answers from politicians who have NONE. 

Eurodollar University's Money & Macro Analysis

Reuters German voters demand change as Europe's biggest economy stalls
https://www.reuters.com/world/europe/german-voters-demand-change-europes-biggest-economy-stalls-2025-02-17/

Bloomberg German Investor Outlook Jumps Most in Two Years Before Vote
https://www.bloomberg.com/news/articles/2025-02-18/german-investor-outlook-improves-most-in-two-years-before-vote

Bloomberg What’s in Store for Germany as Far-Right AfD Eyes Big Election Gains?
https://www.bloomberg.com/news/articles/2025-02-18/germany-election-what-to-know-as-far-right-afd-boosted-by-musk-in-spotlight

NYT Keynesianism Explained https://archive.nytimes.com/krugman.blogs.nytimes.com/2015/09/15/keynesianism-explained/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The poor economy brought down Germany's government. With the election looming on Sunday, attention turns to who will take over. The inconvenient truth, for the economy, is that it doesn't matter. The whole world needs to stop looking for answers from politicians who have NONE. 

Eurodollar University's Money & Macro Analysis

Reuters German voters demand change as Europe's biggest economy stalls
https://www.reuters.com/world/europe/german-voters-demand-change-europes-biggest-economy-stalls-2025-02-17/

Bloomberg German Investor Outlook Jumps Most in Two Years Before Vote
https://www.bloomberg.com/news/articles/2025-02-18/german-investor-outlook-improves-most-in-two-years-before-vote

Bloomberg What’s in Store for Germany as Far-Right AfD Eyes Big Election Gains?
https://www.bloomberg.com/news/articles/2025-02-18/germany-election-what-to-know-as-far-right-afd-boosted-by-musk-in-spotlight

NYT Keynesianism Explained https://archive.nytimes.com/krugman.blogs.nytimes.com/2015/09/15/keynesianism-explained/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 19 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1255 The poor economy brought down Germany's government. With the election looming on Sunday, attention turns to who will take over. The inconvenient truth, for the economy, is that it doesn't matter. The whole world needs to stop looking for answers from politicians who have NONE. 

Eurodollar University's Money & Macro Analysis

Reuters German voters demand change as Europe's biggest economy stalls
https://www.reuters.com/world/europe/german-voters-demand-change-europes-biggest-economy-stalls-2025-02-17/

Bloomberg German Investor Outlook Jumps Most in Two Years Before Vote
https://www.bloomberg.com/news/articles/2025-02-18/german-investor-outlook-improves-most-in-two-years-before-vote

Bloomberg What’s in Store for Germany as Far-Right AfD Eyes Big Election Gains?
https://www.bloomberg.com/news/articles/2025-02-18/germany-election-what-to-know-as-far-right-afd-boosted-by-musk-in-spotlight

NYT Keynesianism Explained https://archive.nytimes.com/krugman.blogs.nytimes.com/2015/09/15/keynesianism-explained/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T! Warren Buffett Just Dumped BILLIONS in Bank Stocks 1014 1014 HOLY SH*T! Warren Buffett Just Dumped BILLIONS in Bank Stocks full 20e8ca16-a6b8-4a75-82df-e59a7dc8c1bc https://share.transistor.fm/s/3de84e59 Warren Buffett continues to sell stocks. But it's not just disposing of stocks, which ones. At the same time, even Wall Street is beginning to take note of the dangers over dramatic complacency in risk markets like junk credit along with stocks. With both marketplaces waiting for a recession each recognizes, they're being eroded by the one we already have. That could very well explain why the selling continued at Berkshire. 

Eurodollar University's Money & Macro Analysis

Fortune Buffett sold more BofA stock while keeping Apple stake intact
https://fortune.com/2025/02/14/warren-buffett-berkshire-hathaway-bank-of-america-stock-apple-stake-q4/

Berkshire Hathaway 13-F
https://www.sec.gov/Archives/edgar/data/1067983/000095012325002701/xslForm13F_X02/39042.xml

Bloomberg Junk Bond Guru Sees Rising Distress Ahead as Banks Tighten Lending
https://www.bloomberg.com/news/articles/2025-02-15/junk-bond-guru-fridson-sees-rising-distress-ahead-credit-weekly

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Warren Buffett continues to sell stocks. But it's not just disposing of stocks, which ones. At the same time, even Wall Street is beginning to take note of the dangers over dramatic complacency in risk markets like junk credit along with stocks. With both marketplaces waiting for a recession each recognizes, they're being eroded by the one we already have. That could very well explain why the selling continued at Berkshire. 

Eurodollar University's Money & Macro Analysis

Fortune Buffett sold more BofA stock while keeping Apple stake intact
https://fortune.com/2025/02/14/warren-buffett-berkshire-hathaway-bank-of-america-stock-apple-stake-q4/

Berkshire Hathaway 13-F
https://www.sec.gov/Archives/edgar/data/1067983/000095012325002701/xslForm13F_X02/39042.xml

Bloomberg Junk Bond Guru Sees Rising Distress Ahead as Banks Tighten Lending
https://www.bloomberg.com/news/articles/2025-02-15/junk-bond-guru-fridson-sees-rising-distress-ahead-credit-weekly

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 18 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1243 Warren Buffett continues to sell stocks. But it's not just disposing of stocks, which ones. At the same time, even Wall Street is beginning to take note of the dangers over dramatic complacency in risk markets like junk credit along with stocks. With both marketplaces waiting for a recession each recognizes, they're being eroded by the one we already have. That could very well explain why the selling continued at Berkshire. 

Eurodollar University's Money & Macro Analysis

Fortune Buffett sold more BofA stock while keeping Apple stake intact
https://fortune.com/2025/02/14/warren-buffett-berkshire-hathaway-bank-of-america-stock-apple-stake-q4/

Berkshire Hathaway 13-F
https://www.sec.gov/Archives/edgar/data/1067983/000095012325002701/xslForm13F_X02/39042.xml

Bloomberg Junk Bond Guru Sees Rising Distress Ahead as Banks Tighten Lending
https://www.bloomberg.com/news/articles/2025-02-15/junk-bond-guru-fridson-sees-rising-distress-ahead-credit-weekly

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No MASSIVE Moves in Interest Rates Causing Panic Across Global Markets 1013 1013 MASSIVE Moves in Interest Rates Causing Panic Across Global Markets full a3f18c68-6ead-4ee6-b0a7-e1e1cee6b58c https://share.transistor.fm/s/1c8ede56 From the outside, everything that could have gone wrong for bonds did. CPI. PPI. Auctions. Hawks. You name it. Despite all that, what bond yields did instead points to deeper fundamentals that are never talked about by mainstream sources - including the new Treasury Secretary. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> From the outside, everything that could have gone wrong for bonds did. CPI. PPI. Auctions. Hawks. You name it. Despite all that, what bond yields did instead points to deeper fundamentals that are never talked about by mainstream sources - including the new Treasury Secretary. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 17 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1186 From the outside, everything that could have gone wrong for bonds did. CPI. PPI. Auctions. Hawks. You name it. Despite all that, what bond yields did instead points to deeper fundamentals that are never talked about by mainstream sources - including the new Treasury Secretary. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Retail Sales Just COLLAPSED Signaling a Major Economic MELTDOWN 1012 1012 Retail Sales Just COLLAPSED Signaling a Major Economic MELTDOWN full eec4068f-262c-43e3-bfb5-b79883e32b6c https://share.transistor.fm/s/e84e67de Amazon warned the start of 2025 was rough, and boy was it. Government data on consumer spending as well goods production came in exactly that way. And while extreme winter weather played a role in each one, it was clearly the opposite of what everyone says. 

Eurodollar University's Money & Macro Analysis

NYT Amazon Says Profits Rose 88% but Cautions Growth May Slow
https://www.nytimes.com/2025/02/06/technology/amazon-earnings-profits.html

CNN US retail spending plunged last month, falling for the first time since August
https://www.cnn.com/2025/02/14/economy/us-retail-spending-january/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Amazon warned the start of 2025 was rough, and boy was it. Government data on consumer spending as well goods production came in exactly that way. And while extreme winter weather played a role in each one, it was clearly the opposite of what everyone says. 

Eurodollar University's Money & Macro Analysis

NYT Amazon Says Profits Rose 88% but Cautions Growth May Slow
https://www.nytimes.com/2025/02/06/technology/amazon-earnings-profits.html

CNN US retail spending plunged last month, falling for the first time since August
https://www.cnn.com/2025/02/14/economy/us-retail-spending-january/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 16 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1174 Amazon warned the start of 2025 was rough, and boy was it. Government data on consumer spending as well goods production came in exactly that way. And while extreme winter weather played a role in each one, it was clearly the opposite of what everyone says. 

Eurodollar University's Money & Macro Analysis

NYT Amazon Says Profits Rose 88% but Cautions Growth May Slow
https://www.nytimes.com/2025/02/06/technology/amazon-earnings-profits.html

CNN US retail spending plunged last month, falling for the first time since August
https://www.cnn.com/2025/02/14/economy/us-retail-spending-january/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No India is CRASHING and it’s Quietly Spreading to the Rest of the World 1011 1011 India is CRASHING and it’s Quietly Spreading to the Rest of the World full d310b3ad-ad5c-40d2-8af1-3ed9d343cb81 https://share.transistor.fm/s/977d9a4f India has suffered a major currency drop, serious interbank liquidity problems, one of the largest central bank FX interventions in its history, a stock rout, and, for good measure, the third of three straight negative CPIs. And that's just the last four days. 

Eurodollar University's Money & Macro Analysis

Bloomberg India Central Bank Punishes Rupee Speculators in Surprise Move
https://www.bloomberg.com/news/articles/2025-02-11/india-central-bank-intervenes-to-curb-speculative-rupee-bets

Reters Indian central bank hikes overnight fund infusion post heavy FX intervention
https://www.reuters.com/business/finance/indian-central-bank-infuse-record-overnight-funds-post-heavy-fx-intervention-2025-02-12/

Bloomberg Modi Returns to US With Lost Clout as Stock, Economic Boom Fades
https://www.bloomberg.com/news/articles/2025-02-12/modi-returns-to-us-with-lost-clout-as-stock-economic-boom-fades

Bloomberg Indian Stocks Trim Losses as Dip Buying Provides Respite
https://www.bloomberg.com/news/articles/2025-02-12/indian-stocks-slump-to-lowest-since-june-as-global-funds-flee

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> India has suffered a major currency drop, serious interbank liquidity problems, one of the largest central bank FX interventions in its history, a stock rout, and, for good measure, the third of three straight negative CPIs. And that's just the last four days. 

Eurodollar University's Money & Macro Analysis

Bloomberg India Central Bank Punishes Rupee Speculators in Surprise Move
https://www.bloomberg.com/news/articles/2025-02-11/india-central-bank-intervenes-to-curb-speculative-rupee-bets

Reters Indian central bank hikes overnight fund infusion post heavy FX intervention
https://www.reuters.com/business/finance/indian-central-bank-infuse-record-overnight-funds-post-heavy-fx-intervention-2025-02-12/

Bloomberg Modi Returns to US With Lost Clout as Stock, Economic Boom Fades
https://www.bloomberg.com/news/articles/2025-02-12/modi-returns-to-us-with-lost-clout-as-stock-economic-boom-fades

Bloomberg Indian Stocks Trim Losses as Dip Buying Provides Respite
https://www.bloomberg.com/news/articles/2025-02-12/indian-stocks-slump-to-lowest-since-june-as-global-funds-flee

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 14 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1067 India has suffered a major currency drop, serious interbank liquidity problems, one of the largest central bank FX interventions in its history, a stock rout, and, for good measure, the third of three straight negative CPIs. And that's just the last four days. 

Eurodollar University's Money & Macro Analysis

Bloomberg India Central Bank Punishes Rupee Speculators in Surprise Move
https://www.bloomberg.com/news/articles/2025-02-11/india-central-bank-intervenes-to-curb-speculative-rupee-bets

Reters Indian central bank hikes overnight fund infusion post heavy FX intervention
https://www.reuters.com/business/finance/indian-central-bank-infuse-record-overnight-funds-post-heavy-fx-intervention-2025-02-12/

Bloomberg Modi Returns to US With Lost Clout as Stock, Economic Boom Fades
https://www.bloomberg.com/news/articles/2025-02-12/modi-returns-to-us-with-lost-clout-as-stock-economic-boom-fades

Bloomberg Indian Stocks Trim Losses as Dip Buying Provides Respite
https://www.bloomberg.com/news/articles/2025-02-12/indian-stocks-slump-to-lowest-since-june-as-global-funds-flee

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Was Worse Than EVERYONE Expected (CPI Breakdown) 1010 1010 This Was Worse Than EVERYONE Expected (CPI Breakdown) full 58e88a85-db0c-45f5-9a19-c7f9718c25fc https://share.transistor.fm/s/b52313cb Shocker of a CPI report; or was it? The bigger shock came afterward when Chevron stunned with its massive shake-up. At the same time - and for the same reasons - the oil market is undergoing a dramatic change of its own. And these are far from inflationary. 

Eurodollar University's Money & Macro Analysis

BLS January CPI
https://www.bls.gov/news.release/cpi.htm

CNBC Chevron will slash up to 20% of its workforce as part of cost-cutting plan
https://www.cnbc.com/2025/02/12/chevron-will-slash-up-to-20percent-of-its-workforce-as-part-of-cost-cutting-plan.html

Barrons Chevron to Lay Off Up to 20% of Workers. Why the Oil Industry Is Slimming Down.
https://www.barrons.com/articles/chevron-layoffs-oil-dividends-05fb9b8a

WSJ Chevron Slashes Spending, Announces Job Cuts
https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-12-05-2024/card/chevron-slashes-spending-announces-job-cuts-giqWm4lRhl4XDmoPDxvd

CNBC Prices rose more than expected in January as inflation won’t go away
https://www.cnbc.com/2024/02/13/cpi-inflation-january-2024-consumer-prices-rose-0point3percent-in-january-more-than-expected-as-the-annual-rate-moved-to-3point1percent.html

CNN The Fed might not be done raising interest rates just yet
https://www.cnn.com/2024/04/11/economy/fed-interest-rate-hike-probability/index.html

Rueters Inflation-wary US rate options market cautiously prices for 2024 Fed hike
https://www.reuters.com/markets/us/inflation-wary-us-rate-options-market-cautiously-prices-2024-fed-hike-2024-04-29/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Shocker of a CPI report; or was it? The bigger shock came afterward when Chevron stunned with its massive shake-up. At the same time - and for the same reasons - the oil market is undergoing a dramatic change of its own. And these are far from inflationary. 

Eurodollar University's Money & Macro Analysis

BLS January CPI
https://www.bls.gov/news.release/cpi.htm

CNBC Chevron will slash up to 20% of its workforce as part of cost-cutting plan
https://www.cnbc.com/2025/02/12/chevron-will-slash-up-to-20percent-of-its-workforce-as-part-of-cost-cutting-plan.html

Barrons Chevron to Lay Off Up to 20% of Workers. Why the Oil Industry Is Slimming Down.
https://www.barrons.com/articles/chevron-layoffs-oil-dividends-05fb9b8a

WSJ Chevron Slashes Spending, Announces Job Cuts
https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-12-05-2024/card/chevron-slashes-spending-announces-job-cuts-giqWm4lRhl4XDmoPDxvd

CNBC Prices rose more than expected in January as inflation won’t go away
https://www.cnbc.com/2024/02/13/cpi-inflation-january-2024-consumer-prices-rose-0point3percent-in-january-more-than-expected-as-the-annual-rate-moved-to-3point1percent.html

CNN The Fed might not be done raising interest rates just yet
https://www.cnn.com/2024/04/11/economy/fed-interest-rate-hike-probability/index.html

Rueters Inflation-wary US rate options market cautiously prices for 2024 Fed hike
https://www.reuters.com/markets/us/inflation-wary-us-rate-options-market-cautiously-prices-2024-fed-hike-2024-04-29/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 13 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1173 Shocker of a CPI report; or was it? The bigger shock came afterward when Chevron stunned with its massive shake-up. At the same time - and for the same reasons - the oil market is undergoing a dramatic change of its own. And these are far from inflationary. 

Eurodollar University's Money & Macro Analysis

BLS January CPI
https://www.bls.gov/news.release/cpi.htm

CNBC Chevron will slash up to 20% of its workforce as part of cost-cutting plan
https://www.cnbc.com/2025/02/12/chevron-will-slash-up-to-20percent-of-its-workforce-as-part-of-cost-cutting-plan.html

Barrons Chevron to Lay Off Up to 20% of Workers. Why the Oil Industry Is Slimming Down.
https://www.barrons.com/articles/chevron-layoffs-oil-dividends-05fb9b8a

WSJ Chevron Slashes Spending, Announces Job Cuts
https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-12-05-2024/card/chevron-slashes-spending-announces-job-cuts-giqWm4lRhl4XDmoPDxvd

CNBC Prices rose more than expected in January as inflation won’t go away
https://www.cnbc.com/2024/02/13/cpi-inflation-january-2024-consumer-prices-rose-0point3percent-in-january-more-than-expected-as-the-annual-rate-moved-to-3point1percent.html

CNN The Fed might not be done raising interest rates just yet
https://www.cnn.com/2024/04/11/economy/fed-interest-rate-hike-probability/index.html

Rueters Inflation-wary US rate options market cautiously prices for 2024 Fed hike
https://www.reuters.com/markets/us/inflation-wary-us-rate-options-market-cautiously-prices-2024-fed-hike-2024-04-29/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T: McDonald’s Customers Can’t Even Afford a Big Mac 1009 1009 HOLY SH*T: McDonald’s Customers Can’t Even Afford a Big Mac full 49a8cef1-9d23-486c-aecf-cfb132af4bcc https://share.transistor.fm/s/f8637bfc We're finding more and more evidence in 2025 that escaping the economy of the past few years won't be so easy and neat as many were hoping. The golden arches reported their worst sales estimates for American stores since the lockdowns. Those results fit with other retailers struggling mightily among other commercial segments, as data now suggests consumer fears over the labor market are compounding the downturn. 

Eurodollar University's Money & Macro Analysis

CNBC McDonald’s revenue disappoints, as U.S. sales see worst drop since pandemic
https://www.cnbc.com/2025/02/10/mcdonalds-mcd-q4-2024-earnings.html

CNBC https://www.cnbc.com/2024/12/03/why-dollar-general-and-dollar-tree-are-struggling.html
https://www.cnbc.com/2024/12/03/why-dollar-general-and-dollar-tree-are-struggling.html

Bloomberg Shein's Growth is Hurting Discount Retailers as Store Closures Surge
https://www.bloomberg.com/news/newsletters/2025-02-11/shein-and-temu-s-growth-is-hurting-discount-retailers-ahead-of-tariffs

Target 
https://corporate.target.com/press/release/2024/11/target-corporation-reports-third-quarter-earnings

https://corporate.target.com/press/release/2025/01/target-corporation-provides-holiday-sales-update,-announces-leadership-team-changes

FRBNY SCE
https://www.newyorkfed.org/microeconomics/sce#/

Bloomberg US Consumer Sentiment Drops to Seven-Month Low on Price Worries
https://www.bloomberg.com/news/articles/2025-02-07/us-consumer-sentiment-drops-to-seven-month-low-on-price-worries

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> We're finding more and more evidence in 2025 that escaping the economy of the past few years won't be so easy and neat as many were hoping. The golden arches reported their worst sales estimates for American stores since the lockdowns. Those results fit with other retailers struggling mightily among other commercial segments, as data now suggests consumer fears over the labor market are compounding the downturn. 

Eurodollar University's Money & Macro Analysis

CNBC McDonald’s revenue disappoints, as U.S. sales see worst drop since pandemic
https://www.cnbc.com/2025/02/10/mcdonalds-mcd-q4-2024-earnings.html

CNBC https://www.cnbc.com/2024/12/03/why-dollar-general-and-dollar-tree-are-struggling.html
https://www.cnbc.com/2024/12/03/why-dollar-general-and-dollar-tree-are-struggling.html

Bloomberg Shein's Growth is Hurting Discount Retailers as Store Closures Surge
https://www.bloomberg.com/news/newsletters/2025-02-11/shein-and-temu-s-growth-is-hurting-discount-retailers-ahead-of-tariffs

Target 
https://corporate.target.com/press/release/2024/11/target-corporation-reports-third-quarter-earnings

https://corporate.target.com/press/release/2025/01/target-corporation-provides-holiday-sales-update,-announces-leadership-team-changes

FRBNY SCE
https://www.newyorkfed.org/microeconomics/sce#/

Bloomberg US Consumer Sentiment Drops to Seven-Month Low on Price Worries
https://www.bloomberg.com/news/articles/2025-02-07/us-consumer-sentiment-drops-to-seven-month-low-on-price-worries

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 12 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1120 We're finding more and more evidence in 2025 that escaping the economy of the past few years won't be so easy and neat as many were hoping. The golden arches reported their worst sales estimates for American stores since the lockdowns. Those results fit with other retailers struggling mightily among other commercial segments, as data now suggests consumer fears over the labor market are compounding the downturn. 

Eurodollar University's Money & Macro Analysis

CNBC McDonald’s revenue disappoints, as U.S. sales see worst drop since pandemic
https://www.cnbc.com/2025/02/10/mcdonalds-mcd-q4-2024-earnings.html

CNBC https://www.cnbc.com/2024/12/03/why-dollar-general-and-dollar-tree-are-struggling.html
https://www.cnbc.com/2024/12/03/why-dollar-general-and-dollar-tree-are-struggling.html

Bloomberg Shein's Growth is Hurting Discount Retailers as Store Closures Surge
https://www.bloomberg.com/news/newsletters/2025-02-11/shein-and-temu-s-growth-is-hurting-discount-retailers-ahead-of-tariffs

Target 
https://corporate.target.com/press/release/2024/11/target-corporation-reports-third-quarter-earnings

https://corporate.target.com/press/release/2025/01/target-corporation-provides-holiday-sales-update,-announces-leadership-team-changes

FRBNY SCE
https://www.newyorkfed.org/microeconomics/sce#/

Bloomberg US Consumer Sentiment Drops to Seven-Month Low on Price Worries
https://www.bloomberg.com/news/articles/2025-02-07/us-consumer-sentiment-drops-to-seven-month-low-on-price-worries

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global Auto Exports Signal EXTREME Recession Warning 1008 1008 Global Auto Exports Signal EXTREME Recession Warning full 52b9b16a-6150-4e97-b11b-c9ecb2f7f7d4 https://share.transistor.fm/s/79091c5b Auto exports out of Mexico plunged in January. While bad news for the struggling Mexican economy, this is more evidence for the growing global backlash of which the car business is right in the middle of. Cars aren't a victim but now a cause for concern the world over - including the primary reason for the struggle to begin with. America. 

Eurodollar University's Money & Macro Analysis

Bloomberg German Industrial Production Falls Most in Five Months on Cars
https://www.bloomberg.com/news/articles/2025-02-07/german-industrial-production-falls-most-in-five-months-on-cars

Bloomberg German Government Slashes 2025 Forecast Before Snap Election
https://www.bloomberg.com/news/articles/2025-01-29/german-government-slashes-growth-forecast-before-snap-election

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Auto exports out of Mexico plunged in January. While bad news for the struggling Mexican economy, this is more evidence for the growing global backlash of which the car business is right in the middle of. Cars aren't a victim but now a cause for concern the world over - including the primary reason for the struggle to begin with. America. 

Eurodollar University's Money & Macro Analysis

Bloomberg German Industrial Production Falls Most in Five Months on Cars
https://www.bloomberg.com/news/articles/2025-02-07/german-industrial-production-falls-most-in-five-months-on-cars

Bloomberg German Government Slashes 2025 Forecast Before Snap Election
https://www.bloomberg.com/news/articles/2025-01-29/german-government-slashes-growth-forecast-before-snap-election

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 11 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1082 Auto exports out of Mexico plunged in January. While bad news for the struggling Mexican economy, this is more evidence for the growing global backlash of which the car business is right in the middle of. Cars aren't a victim but now a cause for concern the world over - including the primary reason for the struggle to begin with. America. 

Eurodollar University's Money & Macro Analysis

Bloomberg German Industrial Production Falls Most in Five Months on Cars
https://www.bloomberg.com/news/articles/2025-02-07/german-industrial-production-falls-most-in-five-months-on-cars

Bloomberg German Government Slashes 2025 Forecast Before Snap Election
https://www.bloomberg.com/news/articles/2025-01-29/german-government-slashes-growth-forecast-before-snap-election

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Mexico’s Emergency Rate Cut Sends a MAJOR Global Warning 1007 1007 Mexico’s Emergency Rate Cut Sends a MAJOR Global Warning full cff789b4-80c9-46f1-af44-2c42c4e31a70 https://share.transistor.fm/s/c4b0252e Mexico is now the latest to accelerate, upping its ante as the situation reaches a critical turning point. It's been coming for a long time, yet central bankers worldwide now have a convenient excuse to cover the deterioration. The same one American consumers are now fretting with confidence rolling over and going sharply lower. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mexico is now the latest to accelerate, upping its ante as the situation reaches a critical turning point. It's been coming for a long time, yet central bankers worldwide now have a convenient excuse to cover the deterioration. The same one American consumers are now fretting with confidence rolling over and going sharply lower. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 10 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1109 Mexico is now the latest to accelerate, upping its ante as the situation reaches a critical turning point. It's been coming for a long time, yet central bankers worldwide now have a convenient excuse to cover the deterioration. The same one American consumers are now fretting with confidence rolling over and going sharply lower. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Payroll Data Was an Absolute DISASTER 1006 1006 BREAKING: Payroll Data Was an Absolute DISASTER full 3d242cf8-62ae-471f-8743-2ca5d458e486 https://share.transistor.fm/s/56014edb Complete mess. Payrolls revised massively lower. The govt discovers three million people and assumes two million were employed this whole time. More important than those, hours are shrinking to the point the average workweek is the lowest its been since MARCH 2020. Strong and resilient, as always. 

Eurodollar University's Money & Macro Analysis

BLS Employment Situation
https://www.bls.gov/news.release/empsit.nr0.htm

BLS Adjustments to Household Survey Population Estimates in January 2025
https://www.bls.gov/web/empsit/cps-pop-control-adjustments.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Complete mess. Payrolls revised massively lower. The govt discovers three million people and assumes two million were employed this whole time. More important than those, hours are shrinking to the point the average workweek is the lowest its been since MARCH 2020. Strong and resilient, as always. 

Eurodollar University's Money & Macro Analysis

BLS Employment Situation
https://www.bls.gov/news.release/empsit.nr0.htm

BLS Adjustments to Household Survey Population Estimates in January 2025
https://www.bls.gov/web/empsit/cps-pop-control-adjustments.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sat, 08 Feb 2025 11:24:56 -0500 Jeff Snider Jeff Snider 1189 Complete mess. Payrolls revised massively lower. The govt discovers three million people and assumes two million were employed this whole time. More important than those, hours are shrinking to the point the average workweek is the lowest its been since MARCH 2020. Strong and resilient, as always. 

Eurodollar University's Money & Macro Analysis

BLS Employment Situation
https://www.bls.gov/news.release/empsit.nr0.htm

BLS Adjustments to Household Survey Population Estimates in January 2025
https://www.bls.gov/web/empsit/cps-pop-control-adjustments.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The UK Economy Is Falling Apart, And It’s About to Get Much Worse 1005 1005 The UK Economy Is Falling Apart, And It’s About to Get Much Worse full 999c092a-dac2-47f7-a715-9a5d94a37917 https://share.transistor.fm/s/b03ada5a A major shift is underway now at the Bank of England. After being among the most cautious central banks it is being forced more to the dovish side. Even one of the most arch-hawks in all global central banking ditched her previous opposition to any rate cuts in order to urge a fifty-bps cut today! More reactions to the consequences from a world that forgot how to grow. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> A major shift is underway now at the Bank of England. After being among the most cautious central banks it is being forced more to the dovish side. Even one of the most arch-hawks in all global central banking ditched her previous opposition to any rate cuts in order to urge a fifty-bps cut today! More reactions to the consequences from a world that forgot how to grow. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 07 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1084 A major shift is underway now at the Bank of England. After being among the most cautious central banks it is being forced more to the dovish side. Even one of the most arch-hawks in all global central banking ditched her previous opposition to any rate cuts in order to urge a fifty-bps cut today! More reactions to the consequences from a world that forgot how to grow. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No OH SH*T! The Bond Market Is Sending A MASSIVE Recession Warning 1004 1004 OH SH*T! The Bond Market Is Sending A MASSIVE Recession Warning full f0b88da9-cb1e-4249-a968-172cb833a7c3 https://share.transistor.fm/s/3f678fec Bond yields have fallen sharply over the past two weeks, having now roundtripped the past two FOMC meetings, going all the way back to where they'd been before the "hawkish rate cut" in December. Latest data on the services economy go a long way to explaining why, with signs of one-offs and non-economic artificial factors more and more coming out of it.

Eurodollar University's Money & Macro Analysis

Bloomberg US Bond ‘Death Spiral’ Risk Brushed Aside by Foreign Funds
https://www.bloomberg.com/news/articles/2025-01-16/treasuries-death-spiral-risk-is-brushed-aside-by-foreign-funds

Bloomberg Working Americans Turn to Food Banks as Fed Inflation Battle Drags On
https://www.bloomberg.com/news/features/2025-01-27/us-inflation-leads-families-to-struggle-for-food-fed-debates-rate-path

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Bond yields have fallen sharply over the past two weeks, having now roundtripped the past two FOMC meetings, going all the way back to where they'd been before the "hawkish rate cut" in December. Latest data on the services economy go a long way to explaining why, with signs of one-offs and non-economic artificial factors more and more coming out of it.

Eurodollar University's Money & Macro Analysis

Bloomberg US Bond ‘Death Spiral’ Risk Brushed Aside by Foreign Funds
https://www.bloomberg.com/news/articles/2025-01-16/treasuries-death-spiral-risk-is-brushed-aside-by-foreign-funds

Bloomberg Working Americans Turn to Food Banks as Fed Inflation Battle Drags On
https://www.bloomberg.com/news/features/2025-01-27/us-inflation-leads-families-to-struggle-for-food-fed-debates-rate-path

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 06 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1166 Bond yields have fallen sharply over the past two weeks, having now roundtripped the past two FOMC meetings, going all the way back to where they'd been before the "hawkish rate cut" in December. Latest data on the services economy go a long way to explaining why, with signs of one-offs and non-economic artificial factors more and more coming out of it.

Eurodollar University's Money & Macro Analysis

Bloomberg US Bond ‘Death Spiral’ Risk Brushed Aside by Foreign Funds
https://www.bloomberg.com/news/articles/2025-01-16/treasuries-death-spiral-risk-is-brushed-aside-by-foreign-funds

Bloomberg Working Americans Turn to Food Banks as Fed Inflation Battle Drags On
https://www.bloomberg.com/news/features/2025-01-27/us-inflation-leads-families-to-struggle-for-food-fed-debates-rate-path

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oh Sh*t... NO JOBS Are Hiring 1003 1003 Oh Sh*t... NO JOBS Are Hiring full 3739ebb3-a8f8-45b9-9183-6b9eafe881a5 https://share.transistor.fm/s/d7f1c482 No one is hiring yet no one is firing. The latter doesn't mean employers aren't getting rid of workers, because they are. Lots of them. A hiring freeze is only the first part of cost-cutting in a weak economy. From consumer surveys to govt jobs estimates, the labor market is on everyone's mind right now, employers and employees. 

Eurodollar University's Money & Macro Analysis

Nissan offers buyouts as US production scales back
https://www.automotivedive.com/news/nissan-buyouts-workforce-production-reduction-2025-tennessee-mississippi/738816/

NBC News Bridgestone closes a tire plant in Tennessee with 700 layoffs and other reductions
https://www.nbcnews.com/news/us-news/bridgestone-announces-tire-plant-closure-tennessee-700-layoffs-reducti-rcna189277

Bloomberg STMicro Eyes Workforce Cuts of Up to 3,000 in Chip Slump
https://www.bloomberg.com/news/articles/2025-01-31/stmicro-eyes-workforce-cuts-of-up-to-6-as-chip-slump-drags-on

US Consumer Confidence Retreated in January
https://www.conference-board.org/topics/consumer-confidence/press/CCI-Jan-2025

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> No one is hiring yet no one is firing. The latter doesn't mean employers aren't getting rid of workers, because they are. Lots of them. A hiring freeze is only the first part of cost-cutting in a weak economy. From consumer surveys to govt jobs estimates, the labor market is on everyone's mind right now, employers and employees. 

Eurodollar University's Money & Macro Analysis

Nissan offers buyouts as US production scales back
https://www.automotivedive.com/news/nissan-buyouts-workforce-production-reduction-2025-tennessee-mississippi/738816/

NBC News Bridgestone closes a tire plant in Tennessee with 700 layoffs and other reductions
https://www.nbcnews.com/news/us-news/bridgestone-announces-tire-plant-closure-tennessee-700-layoffs-reducti-rcna189277

Bloomberg STMicro Eyes Workforce Cuts of Up to 3,000 in Chip Slump
https://www.bloomberg.com/news/articles/2025-01-31/stmicro-eyes-workforce-cuts-of-up-to-6-as-chip-slump-drags-on

US Consumer Confidence Retreated in January
https://www.conference-board.org/topics/consumer-confidence/press/CCI-Jan-2025

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 05 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1141 No one is hiring yet no one is firing. The latter doesn't mean employers aren't getting rid of workers, because they are. Lots of them. A hiring freeze is only the first part of cost-cutting in a weak economy. From consumer surveys to govt jobs estimates, the labor market is on everyone's mind right now, employers and employees. 

Eurodollar University's Money & Macro Analysis

Nissan offers buyouts as US production scales back
https://www.automotivedive.com/news/nissan-buyouts-workforce-production-reduction-2025-tennessee-mississippi/738816/

NBC News Bridgestone closes a tire plant in Tennessee with 700 layoffs and other reductions
https://www.nbcnews.com/news/us-news/bridgestone-announces-tire-plant-closure-tennessee-700-layoffs-reducti-rcna189277

Bloomberg STMicro Eyes Workforce Cuts of Up to 3,000 in Chip Slump
https://www.bloomberg.com/news/articles/2025-01-31/stmicro-eyes-workforce-cuts-of-up-to-6-as-chip-slump-drags-on

US Consumer Confidence Retreated in January
https://www.conference-board.org/topics/consumer-confidence/press/CCI-Jan-2025

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Trade Wars Have Begun, and Canada Has Gotten CRUSHED 1002 1002 Trade Wars Have Begun, and Canada Has Gotten CRUSHED full 8a68dd56-8041-4ab1-815f-295454422b0b https://share.transistor.fm/s/cd2eee25 Opening round of the 2025 trade wars. Mexico and Canada in the crosshairs. Neither of them stood a chance. The pounding started even before the negotiations began. 

Eurodollar University's Money & Macro Analysis

NYT Here’s What to Know About Trump’s Tariffs
https://www.nytimes.com/2025/02/01/business/trump-tariffs-canada-mexico-china.html

Truth Social, Trump Mexico Message
https://truthsocial.com/@realDonaldTrump/posts/113940711907400754

Bloomberg Car Prices Face $3,000 Increase as Automakers Worry Over Tariffs
https://www.bloomberg.com/news/articles/2025-02-02/car-prices-face-3-000-increase-as-trump-tariffs-hit-auto-sector

Financial Post Trump takes aim at Canada's banking sector as tariffs loom
https://financialpost.com/fp-finance/banking/trump-takes-aim-canada-banking-sector-tariffs-loom

Live updates: Trump discusses tariffs with Canada and Mexico
https://www.nbcnews.com/politics/politics-news/live-blog/trump-canada-mexico-tariffs-live-updates-rcna190371

As Trade War Intensifies, Watch for Soaring Inflation, July 2018
https://assuredam.com/2018/07/as-trade-war-intensifies-watch-out-for-inflation/

FOMC Transcript June 2019
https://www.federalreserve.gov/monetarypolicy/files/FOMC20190619meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Opening round of the 2025 trade wars. Mexico and Canada in the crosshairs. Neither of them stood a chance. The pounding started even before the negotiations began. 

Eurodollar University's Money & Macro Analysis

NYT Here’s What to Know About Trump’s Tariffs
https://www.nytimes.com/2025/02/01/business/trump-tariffs-canada-mexico-china.html

Truth Social, Trump Mexico Message
https://truthsocial.com/@realDonaldTrump/posts/113940711907400754

Bloomberg Car Prices Face $3,000 Increase as Automakers Worry Over Tariffs
https://www.bloomberg.com/news/articles/2025-02-02/car-prices-face-3-000-increase-as-trump-tariffs-hit-auto-sector

Financial Post Trump takes aim at Canada's banking sector as tariffs loom
https://financialpost.com/fp-finance/banking/trump-takes-aim-canada-banking-sector-tariffs-loom

Live updates: Trump discusses tariffs with Canada and Mexico
https://www.nbcnews.com/politics/politics-news/live-blog/trump-canada-mexico-tariffs-live-updates-rcna190371

As Trade War Intensifies, Watch for Soaring Inflation, July 2018
https://assuredam.com/2018/07/as-trade-war-intensifies-watch-out-for-inflation/

FOMC Transcript June 2019
https://www.federalreserve.gov/monetarypolicy/files/FOMC20190619meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 04 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1183 Opening round of the 2025 trade wars. Mexico and Canada in the crosshairs. Neither of them stood a chance. The pounding started even before the negotiations began. 

Eurodollar University's Money & Macro Analysis

NYT Here’s What to Know About Trump’s Tariffs
https://www.nytimes.com/2025/02/01/business/trump-tariffs-canada-mexico-china.html

Truth Social, Trump Mexico Message
https://truthsocial.com/@realDonaldTrump/posts/113940711907400754

Bloomberg Car Prices Face $3,000 Increase as Automakers Worry Over Tariffs
https://www.bloomberg.com/news/articles/2025-02-02/car-prices-face-3-000-increase-as-trump-tariffs-hit-auto-sector

Financial Post Trump takes aim at Canada's banking sector as tariffs loom
https://financialpost.com/fp-finance/banking/trump-takes-aim-canada-banking-sector-tariffs-loom

Live updates: Trump discusses tariffs with Canada and Mexico
https://www.nbcnews.com/politics/politics-news/live-blog/trump-canada-mexico-tariffs-live-updates-rcna190371

As Trade War Intensifies, Watch for Soaring Inflation, July 2018
https://assuredam.com/2018/07/as-trade-war-intensifies-watch-out-for-inflation/

FOMC Transcript June 2019
https://www.federalreserve.gov/monetarypolicy/files/FOMC20190619meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What Record Gold Prices Reveal About the Global Economy’s Fragility 1001 1001 What Record Gold Prices Reveal About the Global Economy’s Fragility full 1bc0e0d2-0eed-410e-93c2-e16dc14f98f3 https://share.transistor.fm/s/74c849c9 Gold has been soaring all of 2025 so far, reaching a new all-time high this past week as yet another major cyclical warning was triggered. Trade wars may account for some of the urgency, the real story is how in a world that's entirely artificial more in it desperately demand something real. It's getting easier to sort what's real from so much fakery. 

Eurodollar University's conversation w/Steve Van Metre

Bloomberg STMicro Eyes Workforce Cuts of Up to 3,000 in Chip Slump
https://www.bloomberg.com/news/articles/2025-01-31/stmicro-eyes-workforce-cuts-of-up-to-6-as-chip-slump-drags-on

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Gold has been soaring all of 2025 so far, reaching a new all-time high this past week as yet another major cyclical warning was triggered. Trade wars may account for some of the urgency, the real story is how in a world that's entirely artificial more in it desperately demand something real. It's getting easier to sort what's real from so much fakery. 

Eurodollar University's conversation w/Steve Van Metre

Bloomberg STMicro Eyes Workforce Cuts of Up to 3,000 in Chip Slump
https://www.bloomberg.com/news/articles/2025-01-31/stmicro-eyes-workforce-cuts-of-up-to-6-as-chip-slump-drags-on

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 03 Feb 2025 08:31:37 -0500 Jeff Snider Jeff Snider 1077 Gold has been soaring all of 2025 so far, reaching a new all-time high this past week as yet another major cyclical warning was triggered. Trade wars may account for some of the urgency, the real story is how in a world that's entirely artificial more in it desperately demand something real. It's getting easier to sort what's real from so much fakery. 

Eurodollar University's conversation w/Steve Van Metre

Bloomberg STMicro Eyes Workforce Cuts of Up to 3,000 in Chip Slump
https://www.bloomberg.com/news/articles/2025-01-31/stmicro-eyes-workforce-cuts-of-up-to-6-as-chip-slump-drags-on

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Banking Crisis Was Just the Start —What’s Really Happening Behind the Scenes 1000 1000 The Banking Crisis Was Just the Start —What’s Really Happening Behind the Scenes full 14858855-a9ea-4197-9ebb-aa8c8bc2a08d https://share.transistor.fm/s/2d5dcb81 Silicon Valley Bank's failure in March 2023 kicked off a chain of events that has cascaded across money, banks, and the real economy. The world economy didn't forget how to grow, the banking crisis of early '23 proved to be the final inflection point. Central banks may have won the battle over banks, then lost the war where it truly mattered. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Silicon Valley Bank's failure in March 2023 kicked off a chain of events that has cascaded across money, banks, and the real economy. The world economy didn't forget how to grow, the banking crisis of early '23 proved to be the final inflection point. Central banks may have won the battle over banks, then lost the war where it truly mattered. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 02 Feb 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1178 Silicon Valley Bank's failure in March 2023 kicked off a chain of events that has cascaded across money, banks, and the real economy. The world economy didn't forget how to grow, the banking crisis of early '23 proved to be the final inflection point. Central banks may have won the battle over banks, then lost the war where it truly mattered. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Europe Is in Full Blown "Crisis" Mode, Here's What that Means for the World 999 999 Europe Is in Full Blown "Crisis" Mode, Here's What that Means for the World full 3cca25a4-d2da-4a57-b0d8-4e46cf381e14 https://share.transistor.fm/s/8014ec51 Banks are in full-on defensive mode, GDP is in a huge and growing hole, and central bankers are realizing they're stuck no matter what. The end of last year for Europe stands as a stark warning that this global transition remains far from over with - even after two years of it already. 

Eurodollar University's Money & Macro Analysis

ECB statement
https://www.ecb.europa.eu/press/pr/activities/mopo/html/index.en.html

Bloomberg ECB Cuts Rates for Fifth Time as Euro-Zone Economy Flatlines
https://www.bloomberg.com/news/articles/2025-01-30/ecb-cuts-rates-for-fifth-time-as-euro-zone-economy-flatlines

Bloomberg Traders’ ECB Rate Cut Bets Fuel Biggest Yield Drop in Two Months
https://www.bloomberg.com/news/articles/2025-01-30/german-two-year-yields-slump-as-traders-boost-ecb-rate-cut-bets

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Banks are in full-on defensive mode, GDP is in a huge and growing hole, and central bankers are realizing they're stuck no matter what. The end of last year for Europe stands as a stark warning that this global transition remains far from over with - even after two years of it already. 

Eurodollar University's Money & Macro Analysis

ECB statement
https://www.ecb.europa.eu/press/pr/activities/mopo/html/index.en.html

Bloomberg ECB Cuts Rates for Fifth Time as Euro-Zone Economy Flatlines
https://www.bloomberg.com/news/articles/2025-01-30/ecb-cuts-rates-for-fifth-time-as-euro-zone-economy-flatlines

Bloomberg Traders’ ECB Rate Cut Bets Fuel Biggest Yield Drop in Two Months
https://www.bloomberg.com/news/articles/2025-01-30/german-two-year-yields-slump-as-traders-boost-ecb-rate-cut-bets

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 31 Jan 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1183 Banks are in full-on defensive mode, GDP is in a huge and growing hole, and central bankers are realizing they're stuck no matter what. The end of last year for Europe stands as a stark warning that this global transition remains far from over with - even after two years of it already. 

Eurodollar University's Money & Macro Analysis

ECB statement
https://www.ecb.europa.eu/press/pr/activities/mopo/html/index.en.html

Bloomberg ECB Cuts Rates for Fifth Time as Euro-Zone Economy Flatlines
https://www.bloomberg.com/news/articles/2025-01-30/ecb-cuts-rates-for-fifth-time-as-euro-zone-economy-flatlines

Bloomberg Traders’ ECB Rate Cut Bets Fuel Biggest Yield Drop in Two Months
https://www.bloomberg.com/news/articles/2025-01-30/german-two-year-yields-slump-as-traders-boost-ecb-rate-cut-bets

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HUGE Global Central Bank Decision Today (Here's What You Need to Know) 998 998 HUGE Global Central Bank Decision Today (Here's What You Need to Know) full 26f416b6-c3cc-4423-b310-fb365cadb558 https://share.transistor.fm/s/4223036a Reviewing the Fed, the Canadians, Sweden, and previewing the ECB. Market reactions and what really happened at the FOMC.

Eurodollar University's Money & Macro Analysis

Bloomberg Bets on Big Treasuries Rally Are Booming Before Fed Decision
https://www.bloomberg.com/news/articles/2025-01-28/bets-on-bigger-treasuries-rally-are-booming-before-fed-decision

Bloomberg Traders Bet ECB Will Need to Deepen and Accelerate Rate Cuts
https://www.bloomberg.com/news/articles/2025-01-29/traders-bet-ecb-will-need-to-deepen-and-accelerate-rate-cuts

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Reviewing the Fed, the Canadians, Sweden, and previewing the ECB. Market reactions and what really happened at the FOMC.

Eurodollar University's Money & Macro Analysis

Bloomberg Bets on Big Treasuries Rally Are Booming Before Fed Decision
https://www.bloomberg.com/news/articles/2025-01-28/bets-on-bigger-treasuries-rally-are-booming-before-fed-decision

Bloomberg Traders Bet ECB Will Need to Deepen and Accelerate Rate Cuts
https://www.bloomberg.com/news/articles/2025-01-29/traders-bet-ecb-will-need-to-deepen-and-accelerate-rate-cuts

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 30 Jan 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1987 Reviewing the Fed, the Canadians, Sweden, and previewing the ECB. Market reactions and what really happened at the FOMC.

Eurodollar University's Money & Macro Analysis

Bloomberg Bets on Big Treasuries Rally Are Booming Before Fed Decision
https://www.bloomberg.com/news/articles/2025-01-28/bets-on-bigger-treasuries-rally-are-booming-before-fed-decision

Bloomberg Traders Bet ECB Will Need to Deepen and Accelerate Rate Cuts
https://www.bloomberg.com/news/articles/2025-01-29/traders-bet-ecb-will-need-to-deepen-and-accelerate-rate-cuts

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Shipping Data Reveals The Global Economy Is Cracking 997 997 BREAKING: Shipping Data Reveals The Global Economy Is Cracking full b23600f4-1385-44f4-a32f-93b44a44a72a https://share.transistor.fm/s/85242f1b Shipping rates have plunged in January. The sinking demand for raw materials is another warning about the state of the economy in 2025. It was one echoed yet again by American consumers who, after a short reprieve on rate cuts and election, are right back to worrying about jobs and incomes all over again.

Eurodollar University's Money & Macro Analysis

Investopedia
https://www.investopedia.com/terms/b/baltic_dry_index.asp

Bloomberg US Consumer Confidence Drops to Four-Month Low on Job Market
https://www.bloomberg.com/news/articles/2025-01-28/us-consumer-confidence-drops-to-four-month-low-on-job-market

Conference Board 
https://www.conference-board.org/topics/consumer-confidence

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Shipping rates have plunged in January. The sinking demand for raw materials is another warning about the state of the economy in 2025. It was one echoed yet again by American consumers who, after a short reprieve on rate cuts and election, are right back to worrying about jobs and incomes all over again.

Eurodollar University's Money & Macro Analysis

Investopedia
https://www.investopedia.com/terms/b/baltic_dry_index.asp

Bloomberg US Consumer Confidence Drops to Four-Month Low on Job Market
https://www.bloomberg.com/news/articles/2025-01-28/us-consumer-confidence-drops-to-four-month-low-on-job-market

Conference Board 
https://www.conference-board.org/topics/consumer-confidence

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 29 Jan 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1093 Shipping rates have plunged in January. The sinking demand for raw materials is another warning about the state of the economy in 2025. It was one echoed yet again by American consumers who, after a short reprieve on rate cuts and election, are right back to worrying about jobs and incomes all over again.

Eurodollar University's Money & Macro Analysis

Investopedia
https://www.investopedia.com/terms/b/baltic_dry_index.asp

Bloomberg US Consumer Confidence Drops to Four-Month Low on Job Market
https://www.bloomberg.com/news/articles/2025-01-28/us-consumer-confidence-drops-to-four-month-low-on-job-market

Conference Board 
https://www.conference-board.org/topics/consumer-confidence

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China’s Economy is COLLAPSING, and Even the Government is Panicking 996 996 China’s Economy is COLLAPSING, and Even the Government is Panicking full 775b2931-ed1f-4e8c-96c7-11c098c2b75c https://share.transistor.fm/s/83849eb1 Chinese banks are the real story, even as China's government (intentionally?) stole the spotlight with its AI-knock-off, a distraction from the latest real economy warning and most importantly the banking sector's latest. The credit crisis in the latter may finally be coming to a head as it keeps the former from stabilizing. 

Eurodollar University's Money & Macro Analysis

AA Xi Jinping
https://www.aa.com.tr/en/asia-pacific/on-chinese-new-year-s-eve-xi-vows-to-confront-challenges-without-hesitation-/3463706

Bloomberg China’s Economy Stumbles in Sign Rebound Hinges on More Stimulus
https://www.bloomberg.com/news/articles/2025-01-27/china-s-factory-activity-cools-ahead-of-major-new-year-holiday

Bloomberg China Starts Lowering Price Goals to Match Deflationary Reality
https://www.bloomberg.com/news/articles/2025-01-24/china-starts-lowering-price-goals-to-match-deflationary-reality

Bloomberg Markets Sound Alarm Over Deflationary Spiral in China
https://www.bloomberg.com/news/articles/2025-01-07/china-investors-sound-alarm-over-japan-style-deflation-as-yields-hit-record-low

Bloomberg Hong Kong’s Property Distress Is Catching Up With City’s Banks
https://www.bloomberg.com/news/articles/2025-01-26/hong-kong-s-property-distress-is-catching-up-with-city-s-banks

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Chinese banks are the real story, even as China's government (intentionally?) stole the spotlight with its AI-knock-off, a distraction from the latest real economy warning and most importantly the banking sector's latest. The credit crisis in the latter may finally be coming to a head as it keeps the former from stabilizing. 

Eurodollar University's Money & Macro Analysis

AA Xi Jinping
https://www.aa.com.tr/en/asia-pacific/on-chinese-new-year-s-eve-xi-vows-to-confront-challenges-without-hesitation-/3463706

Bloomberg China’s Economy Stumbles in Sign Rebound Hinges on More Stimulus
https://www.bloomberg.com/news/articles/2025-01-27/china-s-factory-activity-cools-ahead-of-major-new-year-holiday

Bloomberg China Starts Lowering Price Goals to Match Deflationary Reality
https://www.bloomberg.com/news/articles/2025-01-24/china-starts-lowering-price-goals-to-match-deflationary-reality

Bloomberg Markets Sound Alarm Over Deflationary Spiral in China
https://www.bloomberg.com/news/articles/2025-01-07/china-investors-sound-alarm-over-japan-style-deflation-as-yields-hit-record-low

Bloomberg Hong Kong’s Property Distress Is Catching Up With City’s Banks
https://www.bloomberg.com/news/articles/2025-01-26/hong-kong-s-property-distress-is-catching-up-with-city-s-banks

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 28 Jan 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1250 Chinese banks are the real story, even as China's government (intentionally?) stole the spotlight with its AI-knock-off, a distraction from the latest real economy warning and most importantly the banking sector's latest. The credit crisis in the latter may finally be coming to a head as it keeps the former from stabilizing. 

Eurodollar University's Money & Macro Analysis

AA Xi Jinping
https://www.aa.com.tr/en/asia-pacific/on-chinese-new-year-s-eve-xi-vows-to-confront-challenges-without-hesitation-/3463706

Bloomberg China’s Economy Stumbles in Sign Rebound Hinges on More Stimulus
https://www.bloomberg.com/news/articles/2025-01-27/china-s-factory-activity-cools-ahead-of-major-new-year-holiday

Bloomberg China Starts Lowering Price Goals to Match Deflationary Reality
https://www.bloomberg.com/news/articles/2025-01-24/china-starts-lowering-price-goals-to-match-deflationary-reality

Bloomberg Markets Sound Alarm Over Deflationary Spiral in China
https://www.bloomberg.com/news/articles/2025-01-07/china-investors-sound-alarm-over-japan-style-deflation-as-yields-hit-record-low

Bloomberg Hong Kong’s Property Distress Is Catching Up With City’s Banks
https://www.bloomberg.com/news/articles/2025-01-26/hong-kong-s-property-distress-is-catching-up-with-city-s-banks

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No South Korea is PLUNGING and it’s Spreading to the Rest of the World 995 995 South Korea is PLUNGING and it’s Spreading to the Rest of the World full d79e9e18-32bc-45c0-8a7b-2b974c8b77a5 https://share.transistor.fm/s/7af4a023 South Korea is the latest to fall into "forgot how to grow" and Texas Instruments showed the world why. Both were slammed this week for getting to the same place from different perspectives. Critical cyclical indications that shocked the consensus. 

Eurodollar University's conversation w/Steve Van Metre

Bloomberg Texas Instruments Suffers Worst Rout Since 2020 on Weak Forecast
https://www.bloomberg.com/news/articles/2025-01-23/texas-instruments-outlook-signals-chip-slump-is-persisting

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> South Korea is the latest to fall into "forgot how to grow" and Texas Instruments showed the world why. Both were slammed this week for getting to the same place from different perspectives. Critical cyclical indications that shocked the consensus. 

Eurodollar University's conversation w/Steve Van Metre

Bloomberg Texas Instruments Suffers Worst Rout Since 2020 on Weak Forecast
https://www.bloomberg.com/news/articles/2025-01-23/texas-instruments-outlook-signals-chip-slump-is-persisting

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 27 Jan 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1066 South Korea is the latest to fall into "forgot how to grow" and Texas Instruments showed the world why. Both were slammed this week for getting to the same place from different perspectives. Critical cyclical indications that shocked the consensus. 

Eurodollar University's conversation w/Steve Van Metre

Bloomberg Texas Instruments Suffers Worst Rout Since 2020 on Weak Forecast
https://www.bloomberg.com/news/articles/2025-01-23/texas-instruments-outlook-signals-chip-slump-is-persisting

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No OH SH*T... The Global banking System Is Breaking Down 994 994 OH SH*T... The Global banking System Is Breaking Down full 6ec04523-d21e-41a7-8cc3-b0c89131f150 https://share.transistor.fm/s/5f7150d9 While the dollar was screaming higher the past few months, that eurodollar disorder had foreign govts absolutely raiding their reserves, money dealers hoarding record amounts of collateral and record Treasuries being piled up by depositories. And those were just the beginning. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> While the dollar was screaming higher the past few months, that eurodollar disorder had foreign govts absolutely raiding their reserves, money dealers hoarding record amounts of collateral and record Treasuries being piled up by depositories. And those were just the beginning. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 26 Jan 2025 10:41:37 -0500 Jeff Snider Jeff Snider 1294 While the dollar was screaming higher the past few months, that eurodollar disorder had foreign govts absolutely raiding their reserves, money dealers hoarding record amounts of collateral and record Treasuries being piled up by depositories. And those were just the beginning. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Trump DEMANDS Rates Cut NOW—Will this Crash the Economy? 993 993 Trump DEMANDS Rates Cut NOW—Will this Crash the Economy? full bbaa8aca-a0da-4f23-8f36-9cb5c9001ed3 https://share.transistor.fm/s/76718118 President Trump created quite a stir in his speech to Davos, demanding, among other things, lower oil prices from OPEC plus lower interest rates out of Jay Powell. In fact, those two are linked with the one expected to pave the way for the other. What's the real game here? More important, what are the chances this can work?

Eurodollar University's Money & Macro Analysis

Bloomberg Trump Urges Lower Oil Prices, Interest Rate Cuts at Davos
https://www.bloomberg.com/news/articles/2025-01-23/trump-urges-opec-to-lower-oil-prices-warns-of-tariffs-at-davos

CNBC President Donald Trump says he’ll ‘demand that interest rates drop immediately’
https://www.cnbc.com/2025/01/23/president-donald-trump-says-hell-demand-that-interest-rates-drop-immediately.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> President Trump created quite a stir in his speech to Davos, demanding, among other things, lower oil prices from OPEC plus lower interest rates out of Jay Powell. In fact, those two are linked with the one expected to pave the way for the other. What's the real game here? More important, what are the chances this can work?

Eurodollar University's Money & Macro Analysis

Bloomberg Trump Urges Lower Oil Prices, Interest Rate Cuts at Davos
https://www.bloomberg.com/news/articles/2025-01-23/trump-urges-opec-to-lower-oil-prices-warns-of-tariffs-at-davos

CNBC President Donald Trump says he’ll ‘demand that interest rates drop immediately’
https://www.cnbc.com/2025/01/23/president-donald-trump-says-hell-demand-that-interest-rates-drop-immediately.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 24 Jan 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1184 President Trump created quite a stir in his speech to Davos, demanding, among other things, lower oil prices from OPEC plus lower interest rates out of Jay Powell. In fact, those two are linked with the one expected to pave the way for the other. What's the real game here? More important, what are the chances this can work?

Eurodollar University's Money & Macro Analysis

Bloomberg Trump Urges Lower Oil Prices, Interest Rate Cuts at Davos
https://www.bloomberg.com/news/articles/2025-01-23/trump-urges-opec-to-lower-oil-prices-warns-of-tariffs-at-davos

CNBC President Donald Trump says he’ll ‘demand that interest rates drop immediately’
https://www.cnbc.com/2025/01/23/president-donald-trump-says-hell-demand-that-interest-rates-drop-immediately.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Real Economic Effects of Trump’s Policies: A Deep Dive 992 992 The Real Economic Effects of Trump’s Policies: A Deep Dive full 5057bbb9-bd01-4f93-a4e3-574c8eecb266 https://share.transistor.fm/s/c517f670 Tariffs on Mexico and Canada begin on February 1, or do they? Whether President Trump is merely posturing or not, the threat is real and the situation globally they would be starting from makes for a difficult mix. That's why the dollar is rising, rates are falling, and real economy variables are already experiencing significant pressure.

Eurodollar University's Money & Macro Analysis

Bloomberg Trump Plans to Impose 25% Tariffs on Mexico, Canada by Feb. 1
https://www.bloomberg.com/news/articles/2025-01-21/trump-plans-to-enact-25-tariffs-on-mexico-canada-by-feb-1

WSJ The Big Risk of a Trade War: Inflation
https://www.wsj.com/articles/the-big-risk-of-a-trade-war-inflation-1522926022

Bloomberg Why the Freight Market Is Stuck
https://www.bloomberg.com/opinion/articles/2025-01-17/j-b-hunt-warning-shows-freight-is-stuck-in-place

Rueters Canadian dollar posts biggest decline among G10 currencies
https://www.reuters.com/markets/currencies/canadian-dollar-posts-biggest-decline-among-g10-currencies-2025-01-16/

Bloomberg Trump’s Pledge to Slap 25% Tariffs on Mexico Sinks Peso
https://www.bloomberg.com/news/articles/2025-01-21/trump-s-pledge-to-slap-25-tariffs-on-mexico-sinks-peso

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tariffs on Mexico and Canada begin on February 1, or do they? Whether President Trump is merely posturing or not, the threat is real and the situation globally they would be starting from makes for a difficult mix. That's why the dollar is rising, rates are falling, and real economy variables are already experiencing significant pressure.

Eurodollar University's Money & Macro Analysis

Bloomberg Trump Plans to Impose 25% Tariffs on Mexico, Canada by Feb. 1
https://www.bloomberg.com/news/articles/2025-01-21/trump-plans-to-enact-25-tariffs-on-mexico-canada-by-feb-1

WSJ The Big Risk of a Trade War: Inflation
https://www.wsj.com/articles/the-big-risk-of-a-trade-war-inflation-1522926022

Bloomberg Why the Freight Market Is Stuck
https://www.bloomberg.com/opinion/articles/2025-01-17/j-b-hunt-warning-shows-freight-is-stuck-in-place

Rueters Canadian dollar posts biggest decline among G10 currencies
https://www.reuters.com/markets/currencies/canadian-dollar-posts-biggest-decline-among-g10-currencies-2025-01-16/

Bloomberg Trump’s Pledge to Slap 25% Tariffs on Mexico Sinks Peso
https://www.bloomberg.com/news/articles/2025-01-21/trump-s-pledge-to-slap-25-tariffs-on-mexico-sinks-peso

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 23 Jan 2025 09:11:36 -0500 Jeff Snider Jeff Snider 1076 Tariffs on Mexico and Canada begin on February 1, or do they? Whether President Trump is merely posturing or not, the threat is real and the situation globally they would be starting from makes for a difficult mix. That's why the dollar is rising, rates are falling, and real economy variables are already experiencing significant pressure.

Eurodollar University's Money & Macro Analysis

Bloomberg Trump Plans to Impose 25% Tariffs on Mexico, Canada by Feb. 1
https://www.bloomberg.com/news/articles/2025-01-21/trump-plans-to-enact-25-tariffs-on-mexico-canada-by-feb-1

WSJ The Big Risk of a Trade War: Inflation
https://www.wsj.com/articles/the-big-risk-of-a-trade-war-inflation-1522926022

Bloomberg Why the Freight Market Is Stuck
https://www.bloomberg.com/opinion/articles/2025-01-17/j-b-hunt-warning-shows-freight-is-stuck-in-place

Rueters Canadian dollar posts biggest decline among G10 currencies
https://www.reuters.com/markets/currencies/canadian-dollar-posts-biggest-decline-among-g10-currencies-2025-01-16/

Bloomberg Trump’s Pledge to Slap 25% Tariffs on Mexico Sinks Peso
https://www.bloomberg.com/news/articles/2025-01-21/trump-s-pledge-to-slap-25-tariffs-on-mexico-sinks-peso

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The UK Labor Market Is Sending A MASSIVE Warning to the World 991 991 The UK Labor Market Is Sending A MASSIVE Warning to the World full 75d740a7-7dbf-4b4c-bac3-a26aab628bbc https://share.transistor.fm/s/36cbb24d UK payrolls took a massive hit in both November AND December. While the media looks for reasons to blame, the answer instead comes from all the rest of the world. Unemployment is on the rise all over the place, with the situations in some of them going way beyond softening or weakness. More than a few places you might not think of having a major employment downturn are, a warning to the world this is getting really serious. 

Eurodollar University's Money & Macro Analysis

Bloomberg Surprise UK Retail Sales Drop Fuels Economic Growth Worries
https://www.bloomberg.com/news/articles/2025-01-17/uk-retail-sales-fall-in-latest-setback-for-struggling-economy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> UK payrolls took a massive hit in both November AND December. While the media looks for reasons to blame, the answer instead comes from all the rest of the world. Unemployment is on the rise all over the place, with the situations in some of them going way beyond softening or weakness. More than a few places you might not think of having a major employment downturn are, a warning to the world this is getting really serious. 

Eurodollar University's Money & Macro Analysis

Bloomberg Surprise UK Retail Sales Drop Fuels Economic Growth Worries
https://www.bloomberg.com/news/articles/2025-01-17/uk-retail-sales-fall-in-latest-setback-for-struggling-economy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 23 Jan 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1194 UK payrolls took a massive hit in both November AND December. While the media looks for reasons to blame, the answer instead comes from all the rest of the world. Unemployment is on the rise all over the place, with the situations in some of them going way beyond softening or weakness. More than a few places you might not think of having a major employment downturn are, a warning to the world this is getting really serious. 

Eurodollar University's Money & Macro Analysis

Bloomberg Surprise UK Retail Sales Drop Fuels Economic Growth Worries
https://www.bloomberg.com/news/articles/2025-01-17/uk-retail-sales-fall-in-latest-setback-for-struggling-economy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What Are Shadow Banks and How Do They Silently Control the World? 990 990 What Are Shadow Banks and How Do They Silently Control the World? full 50e2ca7c-9aea-4901-9e1e-5ea3841e5bf7 https://share.transistor.fm/s/85128742 Many regulators worry there is the potential for systemic crisis begun by so-called shadow banks. The banks you already know are the last one. In the decade and a half since 2008 the eurodollar world has evolved yet again. The aftermath of that last one opened the door to go back into the shadows. 

Eurodollar University's Money & Macro Analysis

Bloomberg US Lays Path for More Financial Giants to Get Fed Oversight
https://www.bloomberg.com/news/articles/2023-11-03/yellen-lays-path-for-more-financial-giants-to-get-fed-oversight

Bloomberg Shadow Bank Loans From US Lenders Surpass $1 Trillion in Fed Data
https://www.bloomberg.com/news/articles/2024-02-10/shadow-bank-loans-from-us-lenders-surpass-1-trillion-in-fed-data

IMF Shadow Banks: Out of the Eyes of Regulators
https://www.imf.org/en/Publications/fandd/issues/Series/Back-to-Basics/Shadow-Banks

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Many regulators worry there is the potential for systemic crisis begun by so-called shadow banks. The banks you already know are the last one. In the decade and a half since 2008 the eurodollar world has evolved yet again. The aftermath of that last one opened the door to go back into the shadows. 

Eurodollar University's Money & Macro Analysis

Bloomberg US Lays Path for More Financial Giants to Get Fed Oversight
https://www.bloomberg.com/news/articles/2023-11-03/yellen-lays-path-for-more-financial-giants-to-get-fed-oversight

Bloomberg Shadow Bank Loans From US Lenders Surpass $1 Trillion in Fed Data
https://www.bloomberg.com/news/articles/2024-02-10/shadow-bank-loans-from-us-lenders-surpass-1-trillion-in-fed-data

IMF Shadow Banks: Out of the Eyes of Regulators
https://www.imf.org/en/Publications/fandd/issues/Series/Back-to-Basics/Shadow-Banks

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 21 Jan 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1252 Many regulators worry there is the potential for systemic crisis begun by so-called shadow banks. The banks you already know are the last one. In the decade and a half since 2008 the eurodollar world has evolved yet again. The aftermath of that last one opened the door to go back into the shadows. 

Eurodollar University's Money & Macro Analysis

Bloomberg US Lays Path for More Financial Giants to Get Fed Oversight
https://www.bloomberg.com/news/articles/2023-11-03/yellen-lays-path-for-more-financial-giants-to-get-fed-oversight

Bloomberg Shadow Bank Loans From US Lenders Surpass $1 Trillion in Fed Data
https://www.bloomberg.com/news/articles/2024-02-10/shadow-bank-loans-from-us-lenders-surpass-1-trillion-in-fed-data

IMF Shadow Banks: Out of the Eyes of Regulators
https://www.imf.org/en/Publications/fandd/issues/Series/Back-to-Basics/Shadow-Banks

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T: Shocking New Data Shows Holiday Shopping COLLAPSE 989 989 HOLY SH*T: Shocking New Data Shows Holiday Shopping COLLAPSE full 707f1855-bc93-4329-8bd7-f738adfc74fa https://share.transistor.fm/s/cb2dc181 The verdict for the Christmas season is in and...not good. Consumers wanted to spend. They tried to spend. They couldn't spend, not what they wanted or retailers needed. Americans simply don't have enough funds and so the downturn marches on. 

Eurodollar University's conversation with Steve Van Metre

Signet Jewelers Announces Holiday Sales Results
https://www.signetjewelers.com/investors/financial-news-releases/financial-news-release/2025/Signet-Jewelers-Announces-Holiday-Sales-Results/default.aspx

Americans Are Spending Less On Streaming Services – Here’s Why
https://9meters.com/entertainment/streaming/americans-are-on-average-spending-less-on-streaming-services-in-2024-compared-to-the-previous-year

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The verdict for the Christmas season is in and...not good. Consumers wanted to spend. They tried to spend. They couldn't spend, not what they wanted or retailers needed. Americans simply don't have enough funds and so the downturn marches on. 

Eurodollar University's conversation with Steve Van Metre

Signet Jewelers Announces Holiday Sales Results
https://www.signetjewelers.com/investors/financial-news-releases/financial-news-release/2025/Signet-Jewelers-Announces-Holiday-Sales-Results/default.aspx

Americans Are Spending Less On Streaming Services – Here’s Why
https://9meters.com/entertainment/streaming/americans-are-on-average-spending-less-on-streaming-services-in-2024-compared-to-the-previous-year

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 20 Jan 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1027 The verdict for the Christmas season is in and...not good. Consumers wanted to spend. They tried to spend. They couldn't spend, not what they wanted or retailers needed. Americans simply don't have enough funds and so the downturn marches on. 

Eurodollar University's conversation with Steve Van Metre

Signet Jewelers Announces Holiday Sales Results
https://www.signetjewelers.com/investors/financial-news-releases/financial-news-release/2025/Signet-Jewelers-Announces-Holiday-Sales-Results/default.aspx

Americans Are Spending Less On Streaming Services – Here’s Why
https://9meters.com/entertainment/streaming/americans-are-on-average-spending-less-on-streaming-services-in-2024-compared-to-the-previous-year

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Germany's Crisis is Spreading to the Rest of the World 988 988 Germany's Crisis is Spreading to the Rest of the World full e8693838-e765-43fc-8e78-3fde5781acd7 https://share.transistor.fm/s/1fe29fb0 Germany's economy is doing something we've never seen before. Not only did it contract for the second straight year, that's not even the most amazing part. The general pattern it is taking is one that is being repeated all around the world. It's as if the entire global economy stopped growing. 

Eurodollar University's Money & Macro Analysis

Bloomberg German Economy Shrinks for Second Year in New Blow to Scholz
https://www.bloomberg.com/news/articles/2025-01-15/german-economy-shrinks-for-second-straight-year-before-election

IFO Press Release Germany: Europe's largest economy is facing a third consecutive year of recession
https://www.ifo.de/en/press-release/2024-12-19/headcount-reduction-germany-more-likely-december-2024

Sky News 
https://news.sky.com/story/germany-europes-largest-economy-is-facing-a-third-consecutive-year-of-recession-13289549

Bloomberg ECB Will Keep Easing With Economy Losing Momentum, Guindos Says
https://www.bloomberg.com/news/articles/2025-01-15/ecb-will-keep-easing-with-economy-losing-momentum-guindos-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Germany's economy is doing something we've never seen before. Not only did it contract for the second straight year, that's not even the most amazing part. The general pattern it is taking is one that is being repeated all around the world. It's as if the entire global economy stopped growing. 

Eurodollar University's Money & Macro Analysis

Bloomberg German Economy Shrinks for Second Year in New Blow to Scholz
https://www.bloomberg.com/news/articles/2025-01-15/german-economy-shrinks-for-second-straight-year-before-election

IFO Press Release Germany: Europe's largest economy is facing a third consecutive year of recession
https://www.ifo.de/en/press-release/2024-12-19/headcount-reduction-germany-more-likely-december-2024

Sky News 
https://news.sky.com/story/germany-europes-largest-economy-is-facing-a-third-consecutive-year-of-recession-13289549

Bloomberg ECB Will Keep Easing With Economy Losing Momentum, Guindos Says
https://www.bloomberg.com/news/articles/2025-01-15/ecb-will-keep-easing-with-economy-losing-momentum-guindos-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 19 Jan 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1164 Germany's economy is doing something we've never seen before. Not only did it contract for the second straight year, that's not even the most amazing part. The general pattern it is taking is one that is being repeated all around the world. It's as if the entire global economy stopped growing. 

Eurodollar University's Money & Macro Analysis

Bloomberg German Economy Shrinks for Second Year in New Blow to Scholz
https://www.bloomberg.com/news/articles/2025-01-15/german-economy-shrinks-for-second-straight-year-before-election

IFO Press Release Germany: Europe's largest economy is facing a third consecutive year of recession
https://www.ifo.de/en/press-release/2024-12-19/headcount-reduction-germany-more-likely-december-2024

Sky News 
https://news.sky.com/story/germany-europes-largest-economy-is-facing-a-third-consecutive-year-of-recession-13289549

Bloomberg ECB Will Keep Easing With Economy Losing Momentum, Guindos Says
https://www.bloomberg.com/news/articles/2025-01-15/ecb-will-keep-easing-with-economy-losing-momentum-guindos-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T! Has a Financial Crisis Begun in China?! 987 987 HOLY SH*T! Has a Financial Crisis Begun in China?! full f008cc28-0b10-408a-a0f7-1bf6c1238788 https://share.transistor.fm/s/ea63d9fd China's money markets have started to come unglued, with serious illiquidity driving up money rates. Despite provoking one of the largest liquidity operations in twenty years from the PBOC yesterday, the disorder came back even worse today. All of this against the backdrop of a currency fight and the prospect China's bank credit problem becomes a full-blown liquidity crisis. 

Eurodollar University's Money & Macro Analysis

Bloomberg China's Central Bank Pumps Near-Historic Level of Cash Into Financial System
https://www.bloomberg.com/news/articles/2025-01-15/pboc-dials-up-short-term-liquidity-injections-amid-cash-squeeze

Bloomberg China Cash Squeeze Rolls on Even After Central Bank’s Infusions
https://www.bloomberg.com/news/articles/2025-01-16/china-cash-squeeze-rolls-on-even-after-pboc-liquidity-boosts

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> China's money markets have started to come unglued, with serious illiquidity driving up money rates. Despite provoking one of the largest liquidity operations in twenty years from the PBOC yesterday, the disorder came back even worse today. All of this against the backdrop of a currency fight and the prospect China's bank credit problem becomes a full-blown liquidity crisis. 

Eurodollar University's Money & Macro Analysis

Bloomberg China's Central Bank Pumps Near-Historic Level of Cash Into Financial System
https://www.bloomberg.com/news/articles/2025-01-15/pboc-dials-up-short-term-liquidity-injections-amid-cash-squeeze

Bloomberg China Cash Squeeze Rolls on Even After Central Bank’s Infusions
https://www.bloomberg.com/news/articles/2025-01-16/china-cash-squeeze-rolls-on-even-after-pboc-liquidity-boosts

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 17 Jan 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1149 China's money markets have started to come unglued, with serious illiquidity driving up money rates. Despite provoking one of the largest liquidity operations in twenty years from the PBOC yesterday, the disorder came back even worse today. All of this against the backdrop of a currency fight and the prospect China's bank credit problem becomes a full-blown liquidity crisis. 

Eurodollar University's Money & Macro Analysis

Bloomberg China's Central Bank Pumps Near-Historic Level of Cash Into Financial System
https://www.bloomberg.com/news/articles/2025-01-15/pboc-dials-up-short-term-liquidity-injections-amid-cash-squeeze

Bloomberg China Cash Squeeze Rolls on Even After Central Bank’s Infusions
https://www.bloomberg.com/news/articles/2025-01-16/china-cash-squeeze-rolls-on-even-after-pboc-liquidity-boosts

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No CPI Shocks The Market, Everything You Need To Know 986 986 CPI Shocks The Market, Everything You Need To Know full 33bbf547-17b9-4607-859a-092cb58b67be https://share.transistor.fm/s/ae47e0bc Treasuries exploded on the release of the "inflation" figures for December. Those were rather unremarkable, taken in isolation wouldn't have been able to explain why such a heavy market reaction. There is much more to the CPI and what's going on in the bond market. 

Eurodollar University's Money & Macro Analysis

Bloomberg Why Some Bond Traders Bet Relentless Selloff Will Soon Lose Steam
https://www.bloomberg.com/news/articles/2025-01-14/bond-traders-wager-slump-set-to-ease-with-key-cpi-data-ahead

Bloomberg Fed’s Barkin Says CPI Data Show Inflation Headed Toward 2% Goal
https://www.bloomberg.com/news/articles/2025-01-15/fed-s-barkin-says-cpi-data-show-inflation-headed-toward-2-goal

Bloomberg Fed Finds New Reason for Confidence in Obscure Inflation Gauge
https://www.bloomberg.com/news/articles/2025-01-09/fed-finds-new-reason-for-confidence-in-obscure-inflation-gauge

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Treasuries exploded on the release of the "inflation" figures for December. Those were rather unremarkable, taken in isolation wouldn't have been able to explain why such a heavy market reaction. There is much more to the CPI and what's going on in the bond market. 

Eurodollar University's Money & Macro Analysis

Bloomberg Why Some Bond Traders Bet Relentless Selloff Will Soon Lose Steam
https://www.bloomberg.com/news/articles/2025-01-14/bond-traders-wager-slump-set-to-ease-with-key-cpi-data-ahead

Bloomberg Fed’s Barkin Says CPI Data Show Inflation Headed Toward 2% Goal
https://www.bloomberg.com/news/articles/2025-01-15/fed-s-barkin-says-cpi-data-show-inflation-headed-toward-2-goal

Bloomberg Fed Finds New Reason for Confidence in Obscure Inflation Gauge
https://www.bloomberg.com/news/articles/2025-01-09/fed-finds-new-reason-for-confidence-in-obscure-inflation-gauge

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 16 Jan 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1861 Treasuries exploded on the release of the "inflation" figures for December. Those were rather unremarkable, taken in isolation wouldn't have been able to explain why such a heavy market reaction. There is much more to the CPI and what's going on in the bond market. 

Eurodollar University's Money & Macro Analysis

Bloomberg Why Some Bond Traders Bet Relentless Selloff Will Soon Lose Steam
https://www.bloomberg.com/news/articles/2025-01-14/bond-traders-wager-slump-set-to-ease-with-key-cpi-data-ahead

Bloomberg Fed’s Barkin Says CPI Data Show Inflation Headed Toward 2% Goal
https://www.bloomberg.com/news/articles/2025-01-15/fed-s-barkin-says-cpi-data-show-inflation-headed-toward-2-goal

Bloomberg Fed Finds New Reason for Confidence in Obscure Inflation Gauge
https://www.bloomberg.com/news/articles/2025-01-09/fed-finds-new-reason-for-confidence-in-obscure-inflation-gauge

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oil Just EXPLODED Higher and it's CRUSHING The Economy 985 985 Oil Just EXPLODED Higher and it's CRUSHING The Economy full 2e6b5378-60f1-4abc-8247-9e54e73efd0f https://share.transistor.fm/s/19c5c50c Russian sanctions triggered more than a surge in oil prices. Financial markets near-panicked bought in near-term futures contracts. While the jump in energy is already being called an huge inflation risk, it isn't even close. On the contrary, oil spikes always end a certain way. 

Eurodollar University's Money & Macro Analysis

CNN Biden admin imposes harsh sanctions on Russian oil industry to cut off funding for Ukraine war effort
https://www.cnn.com/2025/01/10/politics/biden-admin-russia-energy-sanctions-ukraine/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Russian sanctions triggered more than a surge in oil prices. Financial markets near-panicked bought in near-term futures contracts. While the jump in energy is already being called an huge inflation risk, it isn't even close. On the contrary, oil spikes always end a certain way. 

Eurodollar University's Money & Macro Analysis

CNN Biden admin imposes harsh sanctions on Russian oil industry to cut off funding for Ukraine war effort
https://www.cnn.com/2025/01/10/politics/biden-admin-russia-energy-sanctions-ukraine/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 15 Jan 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1239 Russian sanctions triggered more than a surge in oil prices. Financial markets near-panicked bought in near-term futures contracts. While the jump in energy is already being called an huge inflation risk, it isn't even close. On the contrary, oil spikes always end a certain way. 

Eurodollar University's Money & Macro Analysis

CNN Biden admin imposes harsh sanctions on Russian oil industry to cut off funding for Ukraine war effort
https://www.cnn.com/2025/01/10/politics/biden-admin-russia-energy-sanctions-ukraine/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No India's Currency Crisis Is Spreading 984 984 India's Currency Crisis Is Spreading full bc35eaea-c8a2-489a-b777-3e4db98aacab https://share.transistor.fm/s/2699e242 Not a good day in India to start the week. The rupee’s currency crisis is accelerating. The central bank is burning through reserves at an unsustainable pace. India stocks were crushed, with the main SENSEX index down over a thousand points. Delhi also significantly dialed back its growth estimates while reports came out it is going to massively restate its November imports. Why is all this happening? It's not because of Jay Powell or Donald Trump. 

Eurodollar University's Money & Macro Analysis

Hindustan Times Stock market today: Sensex and Nifty tanks, rupee hits all-time low
https://www.hindustantimes.com/business/stock-market-crash-sensex-tanks-nearly-700-points-on-open-nifty-down-over-200-101736737599073.html

Bloomberg Deepening India Slowdown Sinks Hope for New Era of 8% Growth
https://www.bloomberg.com/news/articles/2025-01-08/india-s-deepening-slowdown-dashes-hopes-for-new-era-of-8-growth

Bloomberg India’s Central Bank Said to Ease Rupee Drought With FX Swaps
https://www.bloomberg.com/news/articles/2025-01-13/india-s-central-bank-said-to-ease-rupee-drought-with-fx-swaps

Business Standard 'If they tax us, we tax them': Trump threatens reciprocal tariffs on India
https://www.business-standard.com/external-affairs-defence-security/news/trump-threatens-reciprocal-tariffs-india-trade-conflict-124121800321_1.html

Bloomberg It May Rain Downgrades This Earnings Season in India
https://www.bloomberg.com/news/articles/2025-01-13/india-market-buzz-big-money-in-small-companies-looks-tough-now

Bloomberg India Fixing Record Trade Gap After Overstating Gold Imports
https://www.bloomberg.com/news/articles/2025-01-08/india-fixing-record-trade-deficit-after-overstating-gold-imports

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Not a good day in India to start the week. The rupee’s currency crisis is accelerating. The central bank is burning through reserves at an unsustainable pace. India stocks were crushed, with the main SENSEX index down over a thousand points. Delhi also significantly dialed back its growth estimates while reports came out it is going to massively restate its November imports. Why is all this happening? It's not because of Jay Powell or Donald Trump. 

Eurodollar University's Money & Macro Analysis

Hindustan Times Stock market today: Sensex and Nifty tanks, rupee hits all-time low
https://www.hindustantimes.com/business/stock-market-crash-sensex-tanks-nearly-700-points-on-open-nifty-down-over-200-101736737599073.html

Bloomberg Deepening India Slowdown Sinks Hope for New Era of 8% Growth
https://www.bloomberg.com/news/articles/2025-01-08/india-s-deepening-slowdown-dashes-hopes-for-new-era-of-8-growth

Bloomberg India’s Central Bank Said to Ease Rupee Drought With FX Swaps
https://www.bloomberg.com/news/articles/2025-01-13/india-s-central-bank-said-to-ease-rupee-drought-with-fx-swaps

Business Standard 'If they tax us, we tax them': Trump threatens reciprocal tariffs on India
https://www.business-standard.com/external-affairs-defence-security/news/trump-threatens-reciprocal-tariffs-india-trade-conflict-124121800321_1.html

Bloomberg It May Rain Downgrades This Earnings Season in India
https://www.bloomberg.com/news/articles/2025-01-13/india-market-buzz-big-money-in-small-companies-looks-tough-now

Bloomberg India Fixing Record Trade Gap After Overstating Gold Imports
https://www.bloomberg.com/news/articles/2025-01-08/india-fixing-record-trade-deficit-after-overstating-gold-imports

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 14 Jan 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1285 Not a good day in India to start the week. The rupee’s currency crisis is accelerating. The central bank is burning through reserves at an unsustainable pace. India stocks were crushed, with the main SENSEX index down over a thousand points. Delhi also significantly dialed back its growth estimates while reports came out it is going to massively restate its November imports. Why is all this happening? It's not because of Jay Powell or Donald Trump. 

Eurodollar University's Money & Macro Analysis

Hindustan Times Stock market today: Sensex and Nifty tanks, rupee hits all-time low
https://www.hindustantimes.com/business/stock-market-crash-sensex-tanks-nearly-700-points-on-open-nifty-down-over-200-101736737599073.html

Bloomberg Deepening India Slowdown Sinks Hope for New Era of 8% Growth
https://www.bloomberg.com/news/articles/2025-01-08/india-s-deepening-slowdown-dashes-hopes-for-new-era-of-8-growth

Bloomberg India’s Central Bank Said to Ease Rupee Drought With FX Swaps
https://www.bloomberg.com/news/articles/2025-01-13/india-s-central-bank-said-to-ease-rupee-drought-with-fx-swaps

Business Standard 'If they tax us, we tax them': Trump threatens reciprocal tariffs on India
https://www.business-standard.com/external-affairs-defence-security/news/trump-threatens-reciprocal-tariffs-india-trade-conflict-124121800321_1.html

Bloomberg It May Rain Downgrades This Earnings Season in India
https://www.bloomberg.com/news/articles/2025-01-13/india-market-buzz-big-money-in-small-companies-looks-tough-now

Bloomberg India Fixing Record Trade Gap After Overstating Gold Imports
https://www.bloomberg.com/news/articles/2025-01-08/india-fixing-record-trade-deficit-after-overstating-gold-imports

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Labor Market EXPLODES Higher, Are We on the Brink of a New Economic Era? 983 983 Labor Market EXPLODES Higher, Are We on the Brink of a New Economic Era? full 99788cd4-5e50-46a4-b2bb-72f8864f53e1 https://share.transistor.fm/s/73d7abce Another blowout payroll report, way above every expectation. That makes two in a row for the Est. Survey post-election. Plus, a big rebound for the HH Survey. Trump-bump, a sign of a resurgent economy finally shaking off the doldrums of the past year-plus? 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Another blowout payroll report, way above every expectation. That makes two in a row for the Est. Survey post-election. Plus, a big rebound for the HH Survey. Trump-bump, a sign of a resurgent economy finally shaking off the doldrums of the past year-plus? 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 13 Jan 2025 01:00:00 -0500 Jeff Snider Jeff Snider 1092 Another blowout payroll report, way above every expectation. That makes two in a row for the Est. Survey post-election. Plus, a big rebound for the HH Survey. Trump-bump, a sign of a resurgent economy finally shaking off the doldrums of the past year-plus? 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T! China’s Currency Crisis Is Worse Than Anyone Expected 982 982 HOLY SH*T! China’s Currency Crisis Is Worse Than Anyone Expected full 53a11bd2-dd91-453f-a8e1-222f98777ab1 https://share.transistor.fm/s/aa87d04b China's yuan is hanging by a thread, the closest it has ever been to going over the government limit. Finally, even the mainstream media has caught on this has nothing to do with Jay Powell and the Fed. The bazooka has been utterly exposed. 

Eurodollar University's Money & Macro Analysis

Bloomberg PBOC Halts Bond Buying to Defend Yuan as Economic Gloom Worsens
https://www.bloomberg.com/news/articles/2025-01-10/pboc-says-it-will-temporarily-halt-buying-of-government-bonds

Bloomberg China’s Market Support Falls Short as Economic Gloom Deepens
https://www.bloomberg.com/news/articles/2025-01-10/china-s-market-support-falls-short-as-economic-gloom-deepens

Bloomberg China Ramps Up Yuan Support With Record Hong Kong Bill Issuance
https://www.bloomberg.com/news/articles/2025-01-09/pboc-taps-record-bill-issuance-in-hong-kong-to-support-yuan

Bloomberg Yuan Short Sellers Squeezed by Soaring Hong Kong Funding Costs
https://www.bloomberg.com/news/articles/2025-01-07/offshore-yuan-borrowing-costs-surge-as-currency-support-in-focus

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> China's yuan is hanging by a thread, the closest it has ever been to going over the government limit. Finally, even the mainstream media has caught on this has nothing to do with Jay Powell and the Fed. The bazooka has been utterly exposed. 

Eurodollar University's Money & Macro Analysis

Bloomberg PBOC Halts Bond Buying to Defend Yuan as Economic Gloom Worsens
https://www.bloomberg.com/news/articles/2025-01-10/pboc-says-it-will-temporarily-halt-buying-of-government-bonds

Bloomberg China’s Market Support Falls Short as Economic Gloom Deepens
https://www.bloomberg.com/news/articles/2025-01-10/china-s-market-support-falls-short-as-economic-gloom-deepens

Bloomberg China Ramps Up Yuan Support With Record Hong Kong Bill Issuance
https://www.bloomberg.com/news/articles/2025-01-09/pboc-taps-record-bill-issuance-in-hong-kong-to-support-yuan

Bloomberg Yuan Short Sellers Squeezed by Soaring Hong Kong Funding Costs
https://www.bloomberg.com/news/articles/2025-01-07/offshore-yuan-borrowing-costs-surge-as-currency-support-in-focus

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 12 Jan 2025 10:30:33 -0500 Jeff Snider Jeff Snider 1207 China's yuan is hanging by a thread, the closest it has ever been to going over the government limit. Finally, even the mainstream media has caught on this has nothing to do with Jay Powell and the Fed. The bazooka has been utterly exposed. 

Eurodollar University's Money & Macro Analysis

Bloomberg PBOC Halts Bond Buying to Defend Yuan as Economic Gloom Worsens
https://www.bloomberg.com/news/articles/2025-01-10/pboc-says-it-will-temporarily-halt-buying-of-government-bonds

Bloomberg China’s Market Support Falls Short as Economic Gloom Deepens
https://www.bloomberg.com/news/articles/2025-01-10/china-s-market-support-falls-short-as-economic-gloom-deepens

Bloomberg China Ramps Up Yuan Support With Record Hong Kong Bill Issuance
https://www.bloomberg.com/news/articles/2025-01-09/pboc-taps-record-bill-issuance-in-hong-kong-to-support-yuan

Bloomberg Yuan Short Sellers Squeezed by Soaring Hong Kong Funding Costs
https://www.bloomberg.com/news/articles/2025-01-07/offshore-yuan-borrowing-costs-surge-as-currency-support-in-focus

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Credit Just PLUNGED, Here's What It Means for the Economy 981 981 Credit Just PLUNGED, Here's What It Means for the Economy full 210ef95e-0654-4d69-a713-b9cd4cd5620f https://share.transistor.fm/s/320bffe7 Credit card balances crashed in November, according to the latest data from the Federal Reserve. That's a major warning but not about spending. With such a negative signal instead relating to jobs and the labor market, why the hell are LT rates...rising? The answer to the question can be found in Canada and Germany. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Credit card balances crashed in November, according to the latest data from the Federal Reserve. That's a major warning but not about spending. With such a negative signal instead relating to jobs and the labor market, why the hell are LT rates...rising? The answer to the question can be found in Canada and Germany. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 10 Jan 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1160 Credit card balances crashed in November, according to the latest data from the Federal Reserve. That's a major warning but not about spending. With such a negative signal instead relating to jobs and the labor market, why the hell are LT rates...rising? The answer to the question can be found in Canada and Germany. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Truth About America’s Job Market Crash – What’s Coming Next? 980 980 The Truth About America’s Job Market Crash – What’s Coming Next? full e01adf13-6f2b-4ac5-a91d-6453e2e82004 https://share.transistor.fm/s/ccc6175f And now for some layoffs to go with the ongoing alarming drop in hiring. More strong evidence the labor market in the US is on the edge of the Beveridge cliff. It may not actually be a cliff in the literal sense, yet all the data points to the economy being at that point...if not already past it.  

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> And now for some layoffs to go with the ongoing alarming drop in hiring. More strong evidence the labor market in the US is on the edge of the Beveridge cliff. It may not actually be a cliff in the literal sense, yet all the data points to the economy being at that point...if not already past it.  

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 09 Jan 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1138 And now for some layoffs to go with the ongoing alarming drop in hiring. More strong evidence the labor market in the US is on the edge of the Beveridge cliff. It may not actually be a cliff in the literal sense, yet all the data points to the economy being at that point...if not already past it.  

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T: Something Big Is Happening To European Banks 979 979 HOLY SH*T: Something Big Is Happening To European Banks full 9de1bafd-0f1a-48bd-8bfd-136d50bb411f https://share.transistor.fm/s/0a3adb16 European banks are not acting like either inflation is breaking back out or that the economy is going to be fine and hit its widely-expected soft landing. Instead, what they are doing is the other side of the weak euro. Both are further corroborated by the latest from France and especially Switzerland, with another warning coming from the Swiss on more than "inflation."

Eurodollar University's Money & Macro Analysis

Bloomberg Traders See Euro Hitting Dollar Parity as Soon as This Month
https://www.bloomberg.com/news/articles/2025-01-07/traders-look-past-euro-s-bounce-for-parity-as-soon-as-this-month

Bloomberg French Government Tempers Budget Goal to Shelter Economy
https://www.bloomberg.com/news/articles/2025-01-06/france-aims-for-2025-deficit-between-5-and-5-5-of-gdp

Reuters Swiss inflation falls again, pointing to more central bank rate cuts
https://www.reuters.com/markets/europe/swiss-inflation-falls-again-pointing-more-central-bank-rate-cuts-2025-01-07/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> European banks are not acting like either inflation is breaking back out or that the economy is going to be fine and hit its widely-expected soft landing. Instead, what they are doing is the other side of the weak euro. Both are further corroborated by the latest from France and especially Switzerland, with another warning coming from the Swiss on more than "inflation."

Eurodollar University's Money & Macro Analysis

Bloomberg Traders See Euro Hitting Dollar Parity as Soon as This Month
https://www.bloomberg.com/news/articles/2025-01-07/traders-look-past-euro-s-bounce-for-parity-as-soon-as-this-month

Bloomberg French Government Tempers Budget Goal to Shelter Economy
https://www.bloomberg.com/news/articles/2025-01-06/france-aims-for-2025-deficit-between-5-and-5-5-of-gdp

Reuters Swiss inflation falls again, pointing to more central bank rate cuts
https://www.reuters.com/markets/europe/swiss-inflation-falls-again-pointing-more-central-bank-rate-cuts-2025-01-07/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 08 Jan 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1175 European banks are not acting like either inflation is breaking back out or that the economy is going to be fine and hit its widely-expected soft landing. Instead, what they are doing is the other side of the weak euro. Both are further corroborated by the latest from France and especially Switzerland, with another warning coming from the Swiss on more than "inflation."

Eurodollar University's Money & Macro Analysis

Bloomberg Traders See Euro Hitting Dollar Parity as Soon as This Month
https://www.bloomberg.com/news/articles/2025-01-07/traders-look-past-euro-s-bounce-for-parity-as-soon-as-this-month

Bloomberg French Government Tempers Budget Goal to Shelter Economy
https://www.bloomberg.com/news/articles/2025-01-06/france-aims-for-2025-deficit-between-5-and-5-5-of-gdp

Reuters Swiss inflation falls again, pointing to more central bank rate cuts
https://www.reuters.com/markets/europe/swiss-inflation-falls-again-pointing-more-central-bank-rate-cuts-2025-01-07/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Canada Has Fallen: Here's What It Means for the World 978 978 Canada Has Fallen: Here's What It Means for the World full d38eb90b-efbd-482f-852b-47475d3663af https://share.transistor.fm/s/604d39ef Canada's Prime Minister resigned, as expected, just as Canada announces more troubling economic data. The whole saga of PM Trudeau's downfall is actually perfectly illustrated by the loonie; and it applies to a lot more than Canada. It's a warning to both existing governments as well as the successors who take over for them after voters have had enough. 

Eurodollar University's Money & Macro Analysis

Fox Canada’s Trudeau announces resignation following party pressure amid criticisms of Trump, budget handling
https://www.foxnews.com/world/canadas-trudeau-announces-resignation-following-party-pressure-amid-criticisms-trump-budget-handling

Bloomberg Canada’s Economy Shrank in November for First Time This Year
https://www.bloomberg.com/news/articles/2024-12-23/canada-s-economy-shrank-in-november-for-first-time-this-year

Bloomberg One in Four UK Firms Cut Jobs After Reeves Budget, PMI Shows
https://www.bloomberg.com/news/articles/2025-01-06/one-in-four-uk-firms-cut-jobs-after-reeves-tax-rise-pmi-shows

Bloomberg Number of UK Retailers in Distress Surge 25% in Fourth Quarter
https://www.bloomberg.com/news/articles/2024-12-27/number-of-uk-retailers-in-distress-surge-25-in-fourth-quarter

UK Independent Tax and pay hikes to see UK firms pay £2,300 more per low-wage worker in 2025
https://www.the-independent.com/news/uk/home-news/tax-ni-pay-wages-businesses-b2672875.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Canada's Prime Minister resigned, as expected, just as Canada announces more troubling economic data. The whole saga of PM Trudeau's downfall is actually perfectly illustrated by the loonie; and it applies to a lot more than Canada. It's a warning to both existing governments as well as the successors who take over for them after voters have had enough. 

Eurodollar University's Money & Macro Analysis

Fox Canada’s Trudeau announces resignation following party pressure amid criticisms of Trump, budget handling
https://www.foxnews.com/world/canadas-trudeau-announces-resignation-following-party-pressure-amid-criticisms-trump-budget-handling

Bloomberg Canada’s Economy Shrank in November for First Time This Year
https://www.bloomberg.com/news/articles/2024-12-23/canada-s-economy-shrank-in-november-for-first-time-this-year

Bloomberg One in Four UK Firms Cut Jobs After Reeves Budget, PMI Shows
https://www.bloomberg.com/news/articles/2025-01-06/one-in-four-uk-firms-cut-jobs-after-reeves-tax-rise-pmi-shows

Bloomberg Number of UK Retailers in Distress Surge 25% in Fourth Quarter
https://www.bloomberg.com/news/articles/2024-12-27/number-of-uk-retailers-in-distress-surge-25-in-fourth-quarter

UK Independent Tax and pay hikes to see UK firms pay £2,300 more per low-wage worker in 2025
https://www.the-independent.com/news/uk/home-news/tax-ni-pay-wages-businesses-b2672875.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 07 Jan 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1121 Canada's Prime Minister resigned, as expected, just as Canada announces more troubling economic data. The whole saga of PM Trudeau's downfall is actually perfectly illustrated by the loonie; and it applies to a lot more than Canada. It's a warning to both existing governments as well as the successors who take over for them after voters have had enough. 

Eurodollar University's Money & Macro Analysis

Fox Canada’s Trudeau announces resignation following party pressure amid criticisms of Trump, budget handling
https://www.foxnews.com/world/canadas-trudeau-announces-resignation-following-party-pressure-amid-criticisms-trump-budget-handling

Bloomberg Canada’s Economy Shrank in November for First Time This Year
https://www.bloomberg.com/news/articles/2024-12-23/canada-s-economy-shrank-in-november-for-first-time-this-year

Bloomberg One in Four UK Firms Cut Jobs After Reeves Budget, PMI Shows
https://www.bloomberg.com/news/articles/2025-01-06/one-in-four-uk-firms-cut-jobs-after-reeves-tax-rise-pmi-shows

Bloomberg Number of UK Retailers in Distress Surge 25% in Fourth Quarter
https://www.bloomberg.com/news/articles/2024-12-27/number-of-uk-retailers-in-distress-surge-25-in-fourth-quarter

UK Independent Tax and pay hikes to see UK firms pay £2,300 more per low-wage worker in 2025
https://www.the-independent.com/news/uk/home-news/tax-ni-pay-wages-businesses-b2672875.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China's Banking System is Silently Crashing 977 977 China's Banking System is Silently Crashing full 19bbb11e-0791-4ad2-9cd4-207b12e642b9 https://share.transistor.fm/s/e842a036 Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 06 Jan 2025 09:44:36 -0500 Jeff Snider Jeff Snider 1432 Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Dollar's EXPLODING: Here's What It's Rapid Rise Means for Global Markets 976 976 The Dollar's EXPLODING: Here's What It's Rapid Rise Means for Global Markets full 3d0a9cdb-2880-40ed-bfcd-552d77b130a6 https://share.transistor.fm/s/d2c286b6 Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 06 Jan 2025 09:42:29 -0500 Jeff Snider Jeff Snider 1447 Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No A Global Financial Reset? The Shocking Market Changes You Missed 975 975 A Global Financial Reset? The Shocking Market Changes You Missed full eb05ac6f-4dbf-405c-9b67-ad42cd044fb3 https://share.transistor.fm/s/cdf1615f Something big happened in late November, impacting markets all around the world. Responsible for the crash in currencies, the collapse in some interest rates, maybe even some modest upset over in the stock market. We have a number of clues to go off, a few suspects to analyze. 

Eurodollar University's Money & Macro Analysis

CNBC Trump vows an additional 10% tariff on China, 25% tariffs on Canada and Mexico
https://www.cnbc.com/2024/11/26/trump-vows-an-additional-10percent-tariff-on-china-25percent-tariffs-on-canada-and-mexico.html

Truth Social 
https://truthsocial.com/@realDonaldTrump/posts/113546215408213585

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Something big happened in late November, impacting markets all around the world. Responsible for the crash in currencies, the collapse in some interest rates, maybe even some modest upset over in the stock market. We have a number of clues to go off, a few suspects to analyze. 

Eurodollar University's Money & Macro Analysis

CNBC Trump vows an additional 10% tariff on China, 25% tariffs on Canada and Mexico
https://www.cnbc.com/2024/11/26/trump-vows-an-additional-10percent-tariff-on-china-25percent-tariffs-on-canada-and-mexico.html

Truth Social 
https://truthsocial.com/@realDonaldTrump/posts/113546215408213585

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 03 Jan 2025 09:47:25 -0500 Jeff Snider Jeff Snider 1146 Something big happened in late November, impacting markets all around the world. Responsible for the crash in currencies, the collapse in some interest rates, maybe even some modest upset over in the stock market. We have a number of clues to go off, a few suspects to analyze. 

Eurodollar University's Money & Macro Analysis

CNBC Trump vows an additional 10% tariff on China, 25% tariffs on Canada and Mexico
https://www.cnbc.com/2024/11/26/trump-vows-an-additional-10percent-tariff-on-china-25percent-tariffs-on-canada-and-mexico.html

Truth Social 
https://truthsocial.com/@realDonaldTrump/posts/113546215408213585

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Stock Market Is Diverging—Is This the Beginning of a Crash? 974 974 The Stock Market Is Diverging—Is This the Beginning of a Crash? full d5d0cd2b-cb16-4de5-b73e-e0d16f5259fe https://share.transistor.fm/s/42cdddc0 There are huge numbers being thrown around the stock market. Normally you can just ignore them since share prices go up almost no matter what. But these imbalances are now too big to simply dismiss and key sectors in the equity market aren't buying them. 

Eurodollar University's Money & Macro Analysis

WSJ Stocks on Pace for Best Two Years in a Quarter-Century
https://www.wsj.com/finance/stocks/stocks-on-pace-for-best-two-years-in-a-quarter-century-c5b5f9b3

NYT Wall St. Sees More Gains Ahead After Another Bumper Year for Stocks
https://www.nytimes.com/2024/12/31/business/stock-market-2025-predictions.html

Motley Fool Prediction: The Artificial Intelligence (AI) Bubble Will Burst in 2025. Here's Why.
https://www.barchart.com/story/news/30123360/prediction-the-artificial-intelligence-ai-bubble-will-burst-in-2025-heres-why

ECB Financial Stability Review November 2024
https://www.ecb.europa.eu/press/financial-stability-publications/fsr/html/index.en.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> There are huge numbers being thrown around the stock market. Normally you can just ignore them since share prices go up almost no matter what. But these imbalances are now too big to simply dismiss and key sectors in the equity market aren't buying them. 

Eurodollar University's Money & Macro Analysis

WSJ Stocks on Pace for Best Two Years in a Quarter-Century
https://www.wsj.com/finance/stocks/stocks-on-pace-for-best-two-years-in-a-quarter-century-c5b5f9b3

NYT Wall St. Sees More Gains Ahead After Another Bumper Year for Stocks
https://www.nytimes.com/2024/12/31/business/stock-market-2025-predictions.html

Motley Fool Prediction: The Artificial Intelligence (AI) Bubble Will Burst in 2025. Here's Why.
https://www.barchart.com/story/news/30123360/prediction-the-artificial-intelligence-ai-bubble-will-burst-in-2025-heres-why

ECB Financial Stability Review November 2024
https://www.ecb.europa.eu/press/financial-stability-publications/fsr/html/index.en.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 01 Jan 2025 07:00:00 -0500 Jeff Snider Jeff Snider 1013 There are huge numbers being thrown around the stock market. Normally you can just ignore them since share prices go up almost no matter what. But these imbalances are now too big to simply dismiss and key sectors in the equity market aren't buying them. 

Eurodollar University's Money & Macro Analysis

WSJ Stocks on Pace for Best Two Years in a Quarter-Century
https://www.wsj.com/finance/stocks/stocks-on-pace-for-best-two-years-in-a-quarter-century-c5b5f9b3

NYT Wall St. Sees More Gains Ahead After Another Bumper Year for Stocks
https://www.nytimes.com/2024/12/31/business/stock-market-2025-predictions.html

Motley Fool Prediction: The Artificial Intelligence (AI) Bubble Will Burst in 2025. Here's Why.
https://www.barchart.com/story/news/30123360/prediction-the-artificial-intelligence-ai-bubble-will-burst-in-2025-heres-why

ECB Financial Stability Review November 2024
https://www.ecb.europa.eu/press/financial-stability-publications/fsr/html/index.en.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Breaking: The Car Market Bubble Is COLLAPSING 973 973 Breaking: The Car Market Bubble Is COLLAPSING full d1f5369f-349e-4078-b3bf-75ea05aed6c6 https://share.transistor.fm/s/218ca3ba A plunge in Chicago kicks off more concerns over the global car business. Layoffs and plant closures keep coming as automakers are having enormous difficulties first aligning their businesses with the lack of recovery. On top of that, more indications beside Chicago pour in showing falling cyclical demand for cars, too. 

Eurodollar University's Money & Macro Analysis

Reuters Europe's embattled auto sector plans plant closures and layoffs
https://www.reuters.com/business/autos-transportation/europes-embattled-auto-sector-plans-plant-closures-layoffs-2024-12-02/

InsideEVs Honda's CEO Struggles To Explain Why Nissan Merger Makes Sense
https://insideevs.com/news/745625/honda-nissan-merger-struggling-reason/

Japan trade 
https://www.customs.go.jp/toukei/shinbun/trade-st_e/2024/2024115e.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> A plunge in Chicago kicks off more concerns over the global car business. Layoffs and plant closures keep coming as automakers are having enormous difficulties first aligning their businesses with the lack of recovery. On top of that, more indications beside Chicago pour in showing falling cyclical demand for cars, too. 

Eurodollar University's Money & Macro Analysis

Reuters Europe's embattled auto sector plans plant closures and layoffs
https://www.reuters.com/business/autos-transportation/europes-embattled-auto-sector-plans-plant-closures-layoffs-2024-12-02/

InsideEVs Honda's CEO Struggles To Explain Why Nissan Merger Makes Sense
https://insideevs.com/news/745625/honda-nissan-merger-struggling-reason/

Japan trade 
https://www.customs.go.jp/toukei/shinbun/trade-st_e/2024/2024115e.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 31 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1193 A plunge in Chicago kicks off more concerns over the global car business. Layoffs and plant closures keep coming as automakers are having enormous difficulties first aligning their businesses with the lack of recovery. On top of that, more indications beside Chicago pour in showing falling cyclical demand for cars, too. 

Eurodollar University's Money & Macro Analysis

Reuters Europe's embattled auto sector plans plant closures and layoffs
https://www.reuters.com/business/autos-transportation/europes-embattled-auto-sector-plans-plant-closures-layoffs-2024-12-02/

InsideEVs Honda's CEO Struggles To Explain Why Nissan Merger Makes Sense
https://insideevs.com/news/745625/honda-nissan-merger-struggling-reason/

Japan trade 
https://www.customs.go.jp/toukei/shinbun/trade-st_e/2024/2024115e.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No How the Dollar is Sparking a Hidden Global Crisis 971 971 How the Dollar is Sparking a Hidden Global Crisis full ce5c78df-d6f0-48f6-ae41-ace18bba29ae https://share.transistor.fm/s/6454e0ed The biggest surprise of 2024 wasn't any election results nor was it the fact central banks worldwide are more desperately accelerating rate cuts as the year draws to close. Or that other governments and officials are resorting to increasing panicky measures to calm markets in their areas. What caught everyone so off guard about '24 was the one outcome that stands behind all of those things. 

Eurodollar University's Money & Macro Analysis

IMF WEO January 2024
https://www.imf.org/en/Publications/WEO/Issues/2024/01/30/world-economic-outlook-update-january-2024

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The biggest surprise of 2024 wasn't any election results nor was it the fact central banks worldwide are more desperately accelerating rate cuts as the year draws to close. Or that other governments and officials are resorting to increasing panicky measures to calm markets in their areas. What caught everyone so off guard about '24 was the one outcome that stands behind all of those things. 

Eurodollar University's Money & Macro Analysis

IMF WEO January 2024
https://www.imf.org/en/Publications/WEO/Issues/2024/01/30/world-economic-outlook-update-january-2024

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 29 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1399 The biggest surprise of 2024 wasn't any election results nor was it the fact central banks worldwide are more desperately accelerating rate cuts as the year draws to close. Or that other governments and officials are resorting to increasing panicky measures to calm markets in their areas. What caught everyone so off guard about '24 was the one outcome that stands behind all of those things. 

Eurodollar University's Money & Macro Analysis

IMF WEO January 2024
https://www.imf.org/en/Publications/WEO/Issues/2024/01/30/world-economic-outlook-update-january-2024

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No India's Rupee Is TANKING, Here's How This Impacts the World 970 970 India's Rupee Is TANKING, Here's How This Impacts the World full 50888b91-f749-455c-9902-e9ab4bd1229a https://share.transistor.fm/s/2be52c7a After facing a major setback, the Reserve Bank of India has ditched its longshot desperation tactic aimed at 'speculators' betting against the rupee. They aren't the problem, the fundamentals are  - global fundamentals. There is a lot INR has to say about those as it becomes the latest to plunge. 

Eurodollar University's Money & Macro Analysis

Business Standard RBI dials down use of NDFs to fight dollar, balance rupee stability
https://www.business-standard.com/finance/news/rbi-dials-down-use-of-ndfs-to-fight-dollar-balance-rupee-stability-124121800613_1.html

Business Standard RBI asks some lenders to reduce speculative positions against rupee
https://www.business-standard.com/economy/news/reserve-bank-asks-some-lenders-to-cut-speculative-bets-against-rupee-124112200628_1.html

Business Standard Rupee falls to new low of 85.27 as importers stock up dollar at month end
https://www.business-standard.com/economy/news/rupee-falls-to-new-low-of-85-27-as-importers-stock-up-dollar-at-month-end-124122600861_1.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> After facing a major setback, the Reserve Bank of India has ditched its longshot desperation tactic aimed at 'speculators' betting against the rupee. They aren't the problem, the fundamentals are  - global fundamentals. There is a lot INR has to say about those as it becomes the latest to plunge. 

Eurodollar University's Money & Macro Analysis

Business Standard RBI dials down use of NDFs to fight dollar, balance rupee stability
https://www.business-standard.com/finance/news/rbi-dials-down-use-of-ndfs-to-fight-dollar-balance-rupee-stability-124121800613_1.html

Business Standard RBI asks some lenders to reduce speculative positions against rupee
https://www.business-standard.com/economy/news/reserve-bank-asks-some-lenders-to-cut-speculative-bets-against-rupee-124112200628_1.html

Business Standard Rupee falls to new low of 85.27 as importers stock up dollar at month end
https://www.business-standard.com/economy/news/rupee-falls-to-new-low-of-85-27-as-importers-stock-up-dollar-at-month-end-124122600861_1.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sat, 28 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1733 After facing a major setback, the Reserve Bank of India has ditched its longshot desperation tactic aimed at 'speculators' betting against the rupee. They aren't the problem, the fundamentals are  - global fundamentals. There is a lot INR has to say about those as it becomes the latest to plunge. 

Eurodollar University's Money & Macro Analysis

Business Standard RBI dials down use of NDFs to fight dollar, balance rupee stability
https://www.business-standard.com/finance/news/rbi-dials-down-use-of-ndfs-to-fight-dollar-balance-rupee-stability-124121800613_1.html

Business Standard RBI asks some lenders to reduce speculative positions against rupee
https://www.business-standard.com/economy/news/reserve-bank-asks-some-lenders-to-cut-speculative-bets-against-rupee-124112200628_1.html

Business Standard Rupee falls to new low of 85.27 as importers stock up dollar at month end
https://www.business-standard.com/economy/news/rupee-falls-to-new-low-of-85-27-as-importers-stock-up-dollar-at-month-end-124122600861_1.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Jobs Have STOPPED Hiring, But Why? 969 969 Jobs Have STOPPED Hiring, But Why? full f19927d4-e5cb-4f32-a880-8bef2ebbd979 https://share.transistor.fm/s/427e1a5a More indications of substantial problems for American workers - they can't find any jobs. But why? Moreover, what will it take to get this major hiring freeze to thaw? It isn't rate cuts or lower rates. Nor does it appear the election has worked, either. Consumers plunged back into fears over jobs and incomes in December.

Eurodollar University's Money & Macro Analysis

NBC News From 'Great Resignation' to 'Great Detachment': How the U.S. job market has slowed
https://www.nbcnews.com/business/economy/hard-to-find-a-job-get-hired-why-november-2024-jobs-report-rcna183102

Conference Board US Consumer Confidence Pulled Back in December
https://www.conference-board.org/topics/consumer-confidence

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> More indications of substantial problems for American workers - they can't find any jobs. But why? Moreover, what will it take to get this major hiring freeze to thaw? It isn't rate cuts or lower rates. Nor does it appear the election has worked, either. Consumers plunged back into fears over jobs and incomes in December.

Eurodollar University's Money & Macro Analysis

NBC News From 'Great Resignation' to 'Great Detachment': How the U.S. job market has slowed
https://www.nbcnews.com/business/economy/hard-to-find-a-job-get-hired-why-november-2024-jobs-report-rcna183102

Conference Board US Consumer Confidence Pulled Back in December
https://www.conference-board.org/topics/consumer-confidence

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 27 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1137 More indications of substantial problems for American workers - they can't find any jobs. But why? Moreover, what will it take to get this major hiring freeze to thaw? It isn't rate cuts or lower rates. Nor does it appear the election has worked, either. Consumers plunged back into fears over jobs and incomes in December.

Eurodollar University's Money & Macro Analysis

NBC News From 'Great Resignation' to 'Great Detachment': How the U.S. job market has slowed
https://www.nbcnews.com/business/economy/hard-to-find-a-job-get-hired-why-november-2024-jobs-report-rcna183102

Conference Board US Consumer Confidence Pulled Back in December
https://www.conference-board.org/topics/consumer-confidence

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global Bonds Are MOVING: Here’s What Central Banks Don’t Want You to Know 968 968 Global Bonds Are MOVING: Here’s What Central Banks Don’t Want You to Know full 00a91e84-8b1e-4a0b-9db7-2e13c618d5d0 https://share.transistor.fm/s/352d2e88 Major shift in the Treasury curve with a critical spread uninverting for the first time in years. Bonds and central banks are on the move, which leaves some of Treasury market going the wrong way. And the only reason is Jay Powell. From swaps to other bonds, even something called term premia, the Fed is in the dark while bonds are lighting up. 

Eurodollar University's Money & Macro Analysis

FRBNY Term Premia calculations
https://www.newyorkfed.org/research/data_indicators/term-premia-tabs#/interactive

Bloomberg Treasury ‘Term Premium’ Gauge Positive for First Time Since 2021
https://www.bloomberg.com/news/articles/2023-09-27/treasury-term-premium-gauge-positive-for-first-time-since-2021

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Major shift in the Treasury curve with a critical spread uninverting for the first time in years. Bonds and central banks are on the move, which leaves some of Treasury market going the wrong way. And the only reason is Jay Powell. From swaps to other bonds, even something called term premia, the Fed is in the dark while bonds are lighting up. 

Eurodollar University's Money & Macro Analysis

FRBNY Term Premia calculations
https://www.newyorkfed.org/research/data_indicators/term-premia-tabs#/interactive

Bloomberg Treasury ‘Term Premium’ Gauge Positive for First Time Since 2021
https://www.bloomberg.com/news/articles/2023-09-27/treasury-term-premium-gauge-positive-for-first-time-since-2021

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 25 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1220 Major shift in the Treasury curve with a critical spread uninverting for the first time in years. Bonds and central banks are on the move, which leaves some of Treasury market going the wrong way. And the only reason is Jay Powell. From swaps to other bonds, even something called term premia, the Fed is in the dark while bonds are lighting up. 

Eurodollar University's Money & Macro Analysis

FRBNY Term Premia calculations
https://www.newyorkfed.org/research/data_indicators/term-premia-tabs#/interactive

Bloomberg Treasury ‘Term Premium’ Gauge Positive for First Time Since 2021
https://www.bloomberg.com/news/articles/2023-09-27/treasury-term-premium-gauge-positive-for-first-time-since-2021

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Chinese Bonds Are CRASHING, What It Means for the Economy 967 967 Chinese Bonds Are CRASHING, What It Means for the Economy full 8f4f511b-7c63-4a47-8539-7120a3ece99a https://share.transistor.fm/s/2f027c06 LT Chinese bond rates have been falling fast for a while. Over the last two weeks, ST yields have completely collapsed; most of it last week, too. Why? Maybe more important, why now? The mainstream answer to either one is total nonsense and easily debunked from the September bazooka. What does that leave? Possibly an old familiar name. 

Eurodollar University's Money & Macro Analysis

Bloomberg Chinese Regulator Asks Insurers to Report Vanke Debt Holdings
https://www.bloomberg.com/news/articles/2024-12-18/chinese-regulator-asks-insurers-to-report-vanke-debt-holdings

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> LT Chinese bond rates have been falling fast for a while. Over the last two weeks, ST yields have completely collapsed; most of it last week, too. Why? Maybe more important, why now? The mainstream answer to either one is total nonsense and easily debunked from the September bazooka. What does that leave? Possibly an old familiar name. 

Eurodollar University's Money & Macro Analysis

Bloomberg Chinese Regulator Asks Insurers to Report Vanke Debt Holdings
https://www.bloomberg.com/news/articles/2024-12-18/chinese-regulator-asks-insurers-to-report-vanke-debt-holdings

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 24 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1186 LT Chinese bond rates have been falling fast for a while. Over the last two weeks, ST yields have completely collapsed; most of it last week, too. Why? Maybe more important, why now? The mainstream answer to either one is total nonsense and easily debunked from the September bazooka. What does that leave? Possibly an old familiar name. 

Eurodollar University's Money & Macro Analysis

Bloomberg Chinese Regulator Asks Insurers to Report Vanke Debt Holdings
https://www.bloomberg.com/news/articles/2024-12-18/chinese-regulator-asks-insurers-to-report-vanke-debt-holdings

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Grim Warning to America: Jobs Have Completely Stopped Hiring 966 966 Grim Warning to America: Jobs Have Completely Stopped Hiring full 39ae81dc-ad15-457d-985d-a739f04eb6a5 https://share.transistor.fm/s/fc513c9c According to the latest conventional 'wisdom' - which changes with each and every CPI report and FOMC dot adjustment - inflation is back and so is the soft landing. The most recent update from the labor market says that's entirely backward. Job findings have utterly plunged right when the jobs market reaches that 'magical' unemployment inflection spot on this critical curve. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> According to the latest conventional 'wisdom' - which changes with each and every CPI report and FOMC dot adjustment - inflation is back and so is the soft landing. The most recent update from the labor market says that's entirely backward. Job findings have utterly plunged right when the jobs market reaches that 'magical' unemployment inflection spot on this critical curve. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 23 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1126 According to the latest conventional 'wisdom' - which changes with each and every CPI report and FOMC dot adjustment - inflation is back and so is the soft landing. The most recent update from the labor market says that's entirely backward. Job findings have utterly plunged right when the jobs market reaches that 'magical' unemployment inflection spot on this critical curve. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Brazil is COLLAPSING and it's Spreading to the Rest of the World 965 965 Brazil is COLLAPSING and it's Spreading to the Rest of the World full 84972a2b-d786-48c6-9f67-dcaa2d161f86 https://share.transistor.fm/s/4ea79015 There's more to the Brazil story, especially since Brazil's story isn't strictly about Brazil. With markets there spiraling into chaos, the government is down to blaming 'speculators.' If that's the case, then speculation has gone global in a lot of critical ways. From currencies to job findings plunging, even something real like the Baltic Dry which is crashing now, too. 

Eurodollar University's Money & Macro Analysis

Bloomberg Brazil Central Bank Rejects Doubts Over Power of Monetary Policy
https://www.bloomberg.com/news/articles/2024-12-19/brazil-central-bank-rejects-doubts-over-monetary-policy

Bloomberg Brazil Traders ‘Sell First, Ask Later’ as Panic Hits Markets
https://www.bloomberg.com/news/articles/2024-12-17/brazil-traders-sell-first-ask-later-as-panic-sweeps-markets

FT Warren Buffett's record cash pile is starting to make people nervous
https://financialpost.com/financial-times/warren-buffett-cash-pile-investors-nervous

Bloomberg Brazil Finance Chief Says Real May Be Under ‘Speculative Attack’
https://www.bloomberg.com/news/articles/2024-12-18/brazil-finance-chief-says-real-may-be-under-speculative-attack

Bloomberg Brazil Spends $17 Billion in Reserves to Lift Cratering Real
https://www.bloomberg.com/news/articles/2024-12-20/central-bank-burns-17-billion-in-reserves-to-lift-brazil-s-real

Bloomberg Brazil’s Wealthy Lament Political Dysfunction as Fortunes Tumble
https://www.bloomberg.com/news/articles/2024-12-20/brazil-s-richest-people-lament-political-dysfunction-as-fortunes-tumble

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> There's more to the Brazil story, especially since Brazil's story isn't strictly about Brazil. With markets there spiraling into chaos, the government is down to blaming 'speculators.' If that's the case, then speculation has gone global in a lot of critical ways. From currencies to job findings plunging, even something real like the Baltic Dry which is crashing now, too. 

Eurodollar University's Money & Macro Analysis

Bloomberg Brazil Central Bank Rejects Doubts Over Power of Monetary Policy
https://www.bloomberg.com/news/articles/2024-12-19/brazil-central-bank-rejects-doubts-over-monetary-policy

Bloomberg Brazil Traders ‘Sell First, Ask Later’ as Panic Hits Markets
https://www.bloomberg.com/news/articles/2024-12-17/brazil-traders-sell-first-ask-later-as-panic-sweeps-markets

FT Warren Buffett's record cash pile is starting to make people nervous
https://financialpost.com/financial-times/warren-buffett-cash-pile-investors-nervous

Bloomberg Brazil Finance Chief Says Real May Be Under ‘Speculative Attack’
https://www.bloomberg.com/news/articles/2024-12-18/brazil-finance-chief-says-real-may-be-under-speculative-attack

Bloomberg Brazil Spends $17 Billion in Reserves to Lift Cratering Real
https://www.bloomberg.com/news/articles/2024-12-20/central-bank-burns-17-billion-in-reserves-to-lift-brazil-s-real

Bloomberg Brazil’s Wealthy Lament Political Dysfunction as Fortunes Tumble
https://www.bloomberg.com/news/articles/2024-12-20/brazil-s-richest-people-lament-political-dysfunction-as-fortunes-tumble

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 22 Dec 2024 11:04:28 -0500 Jeff Snider Jeff Snider 1177 There's more to the Brazil story, especially since Brazil's story isn't strictly about Brazil. With markets there spiraling into chaos, the government is down to blaming 'speculators.' If that's the case, then speculation has gone global in a lot of critical ways. From currencies to job findings plunging, even something real like the Baltic Dry which is crashing now, too. 

Eurodollar University's Money & Macro Analysis

Bloomberg Brazil Central Bank Rejects Doubts Over Power of Monetary Policy
https://www.bloomberg.com/news/articles/2024-12-19/brazil-central-bank-rejects-doubts-over-monetary-policy

Bloomberg Brazil Traders ‘Sell First, Ask Later’ as Panic Hits Markets
https://www.bloomberg.com/news/articles/2024-12-17/brazil-traders-sell-first-ask-later-as-panic-sweeps-markets

FT Warren Buffett's record cash pile is starting to make people nervous
https://financialpost.com/financial-times/warren-buffett-cash-pile-investors-nervous

Bloomberg Brazil Finance Chief Says Real May Be Under ‘Speculative Attack’
https://www.bloomberg.com/news/articles/2024-12-18/brazil-finance-chief-says-real-may-be-under-speculative-attack

Bloomberg Brazil Spends $17 Billion in Reserves to Lift Cratering Real
https://www.bloomberg.com/news/articles/2024-12-20/central-bank-burns-17-billion-in-reserves-to-lift-brazil-s-real

Bloomberg Brazil’s Wealthy Lament Political Dysfunction as Fortunes Tumble
https://www.bloomberg.com/news/articles/2024-12-20/brazil-s-richest-people-lament-political-dysfunction-as-fortunes-tumble

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No OH SH*T: A Global Currency Crisis Has Begun 964 964 OH SH*T: A Global Currency Crisis Has Begun full e9b57495-a41b-40bb-86c8-6f519439440b https://share.transistor.fm/s/899f4d54 While everyone is hanging on the Fed and the FOMC's indecision about how many rate cuts next year, there are currency crises - plural - beginning to break out in key places. One of those is Brazil where it has gotten so dangerous the country's central bank is now regularly intervening in FX spot markets. What's really going on here? The black hole is angry.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> While everyone is hanging on the Fed and the FOMC's indecision about how many rate cuts next year, there are currency crises - plural - beginning to break out in key places. One of those is Brazil where it has gotten so dangerous the country's central bank is now regularly intervening in FX spot markets. What's really going on here? The black hole is angry.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 20 Dec 2024 10:15:41 -0500 Jeff Snider Jeff Snider 1267 While everyone is hanging on the Fed and the FOMC's indecision about how many rate cuts next year, there are currency crises - plural - beginning to break out in key places. One of those is Brazil where it has gotten so dangerous the country's central bank is now regularly intervening in FX spot markets. What's really going on here? The black hole is angry.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T! Shocking Fed Decision: Here's What You Need to Know 963 963 HOLY SH*T! Shocking Fed Decision: Here's What You Need to Know full 68a2bc8c-3cc8-405b-9727-b046e253aad1 https://share.transistor.fm/s/590fecdc Stocks tanked, bond yields soared, the dollar jumped. All because the Fed doesn't know what it's going to do now? Partly, yeah. There's a lot more to the story, however. Given the tortuous road to rate cuts, it wasn't suddenly going to become smooth sailing now that they've started. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Stocks tanked, bond yields soared, the dollar jumped. All because the Fed doesn't know what it's going to do now? Partly, yeah. There's a lot more to the story, however. Given the tortuous road to rate cuts, it wasn't suddenly going to become smooth sailing now that they've started. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 19 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1878 Stocks tanked, bond yields soared, the dollar jumped. All because the Fed doesn't know what it's going to do now? Partly, yeah. There's a lot more to the story, however. Given the tortuous road to rate cuts, it wasn't suddenly going to become smooth sailing now that they've started. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Governments Are Silently Collapsing Around the World Right Now 962 962 Governments Are Silently Collapsing Around the World Right Now full 1af31274-4590-41ad-b2ae-30f372790d32 https://share.transistor.fm/s/187026ed Canada. France. Germany. What do they have in common? Central banks in each are cutting rates. Also, their governments have either collapsed or, Canada, about to. Why? Same reason there are rate cuts. It's not ideology nor really partisanship. It's the economy, stupid. 

Eurodollar University's Money & Macro Analysis

CNBC Canada finance minister quits after clash with Trudeau, deals blow to government
https://www.cnbc.com/2024/12/16/canada-finance-minister-quits-after-clash-with-trudeau-deals-blow-to-government-.html

Toronto Sun Trudeau says economy is great, Canadians can see truth
https://torontosun.com/opinion/columnists/trudeau-says-economy-is-great-canadians-can-see-truth

Bloomberg French Growth Prospects Slow as Political Uncertainty Weighs
https://www.bloomberg.com/news/articles/2024-12-16/france-s-growth-prospects-weaken-as-political-uncertainty-weighs
CNBC France’s new prime minister gets a baptism of fire after surprise Moody’s downgrade
https://www.cnbc.com/2024/12/16/frances-new-prime-minister-installed-hours-before-moodys-downgrade.html

NYT German Government Collapses at a Perilous Time for Europe
https://www.nytimes.com/2024/12/16/world/europe/germany-confidence-vote-scholz-snap-election.html


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Canada. France. Germany. What do they have in common? Central banks in each are cutting rates. Also, their governments have either collapsed or, Canada, about to. Why? Same reason there are rate cuts. It's not ideology nor really partisanship. It's the economy, stupid. 

Eurodollar University's Money & Macro Analysis

CNBC Canada finance minister quits after clash with Trudeau, deals blow to government
https://www.cnbc.com/2024/12/16/canada-finance-minister-quits-after-clash-with-trudeau-deals-blow-to-government-.html

Toronto Sun Trudeau says economy is great, Canadians can see truth
https://torontosun.com/opinion/columnists/trudeau-says-economy-is-great-canadians-can-see-truth

Bloomberg French Growth Prospects Slow as Political Uncertainty Weighs
https://www.bloomberg.com/news/articles/2024-12-16/france-s-growth-prospects-weaken-as-political-uncertainty-weighs
CNBC France’s new prime minister gets a baptism of fire after surprise Moody’s downgrade
https://www.cnbc.com/2024/12/16/frances-new-prime-minister-installed-hours-before-moodys-downgrade.html

NYT German Government Collapses at a Perilous Time for Europe
https://www.nytimes.com/2024/12/16/world/europe/germany-confidence-vote-scholz-snap-election.html


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 18 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1086 Canada. France. Germany. What do they have in common? Central banks in each are cutting rates. Also, their governments have either collapsed or, Canada, about to. Why? Same reason there are rate cuts. It's not ideology nor really partisanship. It's the economy, stupid. 

Eurodollar University's Money & Macro Analysis

CNBC Canada finance minister quits after clash with Trudeau, deals blow to government
https://www.cnbc.com/2024/12/16/canada-finance-minister-quits-after-clash-with-trudeau-deals-blow-to-government-.html

Toronto Sun Trudeau says economy is great, Canadians can see truth
https://torontosun.com/opinion/columnists/trudeau-says-economy-is-great-canadians-can-see-truth

Bloomberg French Growth Prospects Slow as Political Uncertainty Weighs
https://www.bloomberg.com/news/articles/2024-12-16/france-s-growth-prospects-weaken-as-political-uncertainty-weighs
CNBC France’s new prime minister gets a baptism of fire after surprise Moody’s downgrade
https://www.cnbc.com/2024/12/16/frances-new-prime-minister-installed-hours-before-moodys-downgrade.html

NYT German Government Collapses at a Perilous Time for Europe
https://www.nytimes.com/2024/12/16/world/europe/germany-confidence-vote-scholz-snap-election.html


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global Bonds Are CRASHING, Here's What that Means for the World 961 961 Global Bonds Are CRASHING, Here's What that Means for the World full edfd6ed4-a482-482a-80d8-9a0d573e2550 https://share.transistor.fm/s/81239595 Interest rates worldwide are hanging at the edge of a cliff. It may not seem like it from the current focus on the Fed and the possible pause in its rate cutting. This doesn't mean other central bank rate cuts, either. Instead, two very critical signals have absolutely plunged just in the past few days. Record lows in both are far more relevant than Jay Powell. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Interest rates worldwide are hanging at the edge of a cliff. It may not seem like it from the current focus on the Fed and the possible pause in its rate cutting. This doesn't mean other central bank rate cuts, either. Instead, two very critical signals have absolutely plunged just in the past few days. Record lows in both are far more relevant than Jay Powell. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 17 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1229 Interest rates worldwide are hanging at the edge of a cliff. It may not seem like it from the current focus on the Fed and the possible pause in its rate cutting. This doesn't mean other central bank rate cuts, either. Instead, two very critical signals have absolutely plunged just in the past few days. Record lows in both are far more relevant than Jay Powell. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Is India About To Make The Dollar Explode Higher?! 960 960 Is India About To Make The Dollar Explode Higher?! full b2c076b4-e035-4fa6-bb1c-46e0a0be92f3 https://share.transistor.fm/s/26ec212f The dollar continues to threaten to make a big move higher. Not only is the main dollar index right at the top end of its multi-year range, the buck is creating big problems for major currencies. The more other central banks or authorities struggle to contain the fallout, the greater the chance for that breakout.  

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The dollar continues to threaten to make a big move higher. Not only is the main dollar index right at the top end of its multi-year range, the buck is creating big problems for major currencies. The more other central banks or authorities struggle to contain the fallout, the greater the chance for that breakout.  

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 16 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1196 The dollar continues to threaten to make a big move higher. Not only is the main dollar index right at the top end of its multi-year range, the buck is creating big problems for major currencies. The more other central banks or authorities struggle to contain the fallout, the greater the chance for that breakout.  

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No OH SH*T: Is the Treasury Market Signaling a Financial Crisis?! 959 959 OH SH*T: Is the Treasury Market Signaling a Financial Crisis?! full 74997947-46c8-4f0e-af1e-94402401431c https://share.transistor.fm/s/d828a2a1 Update on T-bills. Last week's wild auctions repeated this week, only with flipped maturities. Other related data confirm the sharp demand as well as dealer participation in it. We discuss the implications plus dig into the reason why collateral is so important to begin with, and also why we don't know nearly enough about what's going on. 

Eurodollar University's Money & Macro Analysis

WEBINAR REPLAY, w/SPECIAL GUEST JIM RICKARDS
https://event.webinarjam.com/go/replay/26/7y53nc7mb44azzaw

FRBNY Primary Dealer Statistics
https://www.newyorkfed.org/markets/counterparties/primary-dealers-statistics

IOSCO Securities Lending Transactions: Market Development and Implications
https://www.iosco.org/library/pubdocs/pdf/IOSCOPD96.pdf

OFR Why Is So Much Repo Not Centrally Cleared?
https://www.financialresearch.gov/briefs/files/OFRBrief_23-01_Why-Is-So-Much-Repo-Not-Centrally-Cleared.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Update on T-bills. Last week's wild auctions repeated this week, only with flipped maturities. Other related data confirm the sharp demand as well as dealer participation in it. We discuss the implications plus dig into the reason why collateral is so important to begin with, and also why we don't know nearly enough about what's going on. 

Eurodollar University's Money & Macro Analysis

WEBINAR REPLAY, w/SPECIAL GUEST JIM RICKARDS
https://event.webinarjam.com/go/replay/26/7y53nc7mb44azzaw

FRBNY Primary Dealer Statistics
https://www.newyorkfed.org/markets/counterparties/primary-dealers-statistics

IOSCO Securities Lending Transactions: Market Development and Implications
https://www.iosco.org/library/pubdocs/pdf/IOSCOPD96.pdf

OFR Why Is So Much Repo Not Centrally Cleared?
https://www.financialresearch.gov/briefs/files/OFRBrief_23-01_Why-Is-So-Much-Repo-Not-Centrally-Cleared.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 15 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1402 Update on T-bills. Last week's wild auctions repeated this week, only with flipped maturities. Other related data confirm the sharp demand as well as dealer participation in it. We discuss the implications plus dig into the reason why collateral is so important to begin with, and also why we don't know nearly enough about what's going on. 

Eurodollar University's Money & Macro Analysis

WEBINAR REPLAY, w/SPECIAL GUEST JIM RICKARDS
https://event.webinarjam.com/go/replay/26/7y53nc7mb44azzaw

FRBNY Primary Dealer Statistics
https://www.newyorkfed.org/markets/counterparties/primary-dealers-statistics

IOSCO Securities Lending Transactions: Market Development and Implications
https://www.iosco.org/library/pubdocs/pdf/IOSCOPD96.pdf

OFR Why Is So Much Repo Not Centrally Cleared?
https://www.financialresearch.gov/briefs/files/OFRBrief_23-01_Why-Is-So-Much-Repo-Not-Centrally-Cleared.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Swiss Central Bank Just Sent a MASSIVE Warning to the World 958 958 Swiss Central Bank Just Sent a MASSIVE Warning to the World full 2c39f081-7917-4440-8f26-234dc92d0174 https://share.transistor.fm/s/699a5ef1 Swiss shock - again. Now fearing outright deflation and over the next six months, SNB pulls the trigger on a fifty. Back in March, amidst the "sticky" "inflation" freakout, when the SNB was the first central bank to begin cutting rates it was a warning to other central bankers and the rest of the world what was coming wasn't more "inflation." OPEC concurs. 

Eurodollar University's Money & Macro Analysis

WEBINAR REPLAY, w/SPECIAL GUEST JIM RICKARDS
https://event.webinarjam.com/go/replay/26/7y53nc7mb44azzaw

SNB policy statement
https://www.snb.ch/en/publications/communication/press-releases-restricted/pre_20241212

CNBC Swiss National Bank takes leap with 50-basis-point interest rate cut amid franc strength
https://www.cnbc.com/2024/12/12/swiss-national-bank-takes-leap-with-50-basis-point-interest-rate-cut-amid-franc-strength.html

Chair Jerome H. Powell 
At the "Conference on Monetary Policy Strategy, Tools, and Communications Practices" sponsored by the Federal Reserve, Federal Reserve Bank of Chicago, Chicago, Illinois
https://www.federalreserve.gov/newsevents/speech/powell20190604a.htm

Bloomberg Franc Drop Seen Short-Lived With SNB Running Out of Room to Cut
https://www.bloomberg.com/news/articles/2024-12-12/swiss-franc-falls-to-two-week-low-affter-half-point-snb-rate-cut

Bloomberg OPEC Makes Deepest Cut Yet to 2024 World Oil Demand Forecast
https://www.bloomberg.com/news/articles/2024-12-11/opec-makes-deepest-cut-yet-to-2024-world-oil-demand-forecast

CNBC OPEC+ oil output delay a ‘reality check’ as group eyes demand, U.S. outlook, Saudi energy min says
https://www.cnbc.com/2024/12/06/opec-oil-output-delay-a-reality-check-as-group-eyes-demand-saudi.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Swiss shock - again. Now fearing outright deflation and over the next six months, SNB pulls the trigger on a fifty. Back in March, amidst the "sticky" "inflation" freakout, when the SNB was the first central bank to begin cutting rates it was a warning to other central bankers and the rest of the world what was coming wasn't more "inflation." OPEC concurs. 

Eurodollar University's Money & Macro Analysis

WEBINAR REPLAY, w/SPECIAL GUEST JIM RICKARDS
https://event.webinarjam.com/go/replay/26/7y53nc7mb44azzaw

SNB policy statement
https://www.snb.ch/en/publications/communication/press-releases-restricted/pre_20241212

CNBC Swiss National Bank takes leap with 50-basis-point interest rate cut amid franc strength
https://www.cnbc.com/2024/12/12/swiss-national-bank-takes-leap-with-50-basis-point-interest-rate-cut-amid-franc-strength.html

Chair Jerome H. Powell 
At the "Conference on Monetary Policy Strategy, Tools, and Communications Practices" sponsored by the Federal Reserve, Federal Reserve Bank of Chicago, Chicago, Illinois
https://www.federalreserve.gov/newsevents/speech/powell20190604a.htm

Bloomberg Franc Drop Seen Short-Lived With SNB Running Out of Room to Cut
https://www.bloomberg.com/news/articles/2024-12-12/swiss-franc-falls-to-two-week-low-affter-half-point-snb-rate-cut

Bloomberg OPEC Makes Deepest Cut Yet to 2024 World Oil Demand Forecast
https://www.bloomberg.com/news/articles/2024-12-11/opec-makes-deepest-cut-yet-to-2024-world-oil-demand-forecast

CNBC OPEC+ oil output delay a ‘reality check’ as group eyes demand, U.S. outlook, Saudi energy min says
https://www.cnbc.com/2024/12/06/opec-oil-output-delay-a-reality-check-as-group-eyes-demand-saudi.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sat, 14 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1184 Swiss shock - again. Now fearing outright deflation and over the next six months, SNB pulls the trigger on a fifty. Back in March, amidst the "sticky" "inflation" freakout, when the SNB was the first central bank to begin cutting rates it was a warning to other central bankers and the rest of the world what was coming wasn't more "inflation." OPEC concurs. 

Eurodollar University's Money & Macro Analysis

WEBINAR REPLAY, w/SPECIAL GUEST JIM RICKARDS
https://event.webinarjam.com/go/replay/26/7y53nc7mb44azzaw

SNB policy statement
https://www.snb.ch/en/publications/communication/press-releases-restricted/pre_20241212

CNBC Swiss National Bank takes leap with 50-basis-point interest rate cut amid franc strength
https://www.cnbc.com/2024/12/12/swiss-national-bank-takes-leap-with-50-basis-point-interest-rate-cut-amid-franc-strength.html

Chair Jerome H. Powell 
At the "Conference on Monetary Policy Strategy, Tools, and Communications Practices" sponsored by the Federal Reserve, Federal Reserve Bank of Chicago, Chicago, Illinois
https://www.federalreserve.gov/newsevents/speech/powell20190604a.htm

Bloomberg Franc Drop Seen Short-Lived With SNB Running Out of Room to Cut
https://www.bloomberg.com/news/articles/2024-12-12/swiss-franc-falls-to-two-week-low-affter-half-point-snb-rate-cut

Bloomberg OPEC Makes Deepest Cut Yet to 2024 World Oil Demand Forecast
https://www.bloomberg.com/news/articles/2024-12-11/opec-makes-deepest-cut-yet-to-2024-world-oil-demand-forecast

CNBC OPEC+ oil output delay a ‘reality check’ as group eyes demand, U.S. outlook, Saudi energy min says
https://www.cnbc.com/2024/12/06/opec-oil-output-delay-a-reality-check-as-group-eyes-demand-saudi.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China's Banking System Is Melting Down ALL At Once 957 957 China's Banking System Is Melting Down ALL At Once full 290c03d7-98bc-4c09-ae7c-b866b1ebe873 https://share.transistor.fm/s/ff299fd7 Here comes Chinese central bank bond buying, but this is no QE. A report surfaced in China Daily strongly implying the Chinese government is beyond just exploring something called money-financed fiscal expansion. We'll go over what that is, how it is different from QE, and what the real takeaway is. 

Eurodollar University's Money & Macro Analysis

China Daily Unconventional monetary steps eyed
https://www.chinadaily.com.cn/a/202412/11/WS6758cfcca310f1265a1d2293.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Here comes Chinese central bank bond buying, but this is no QE. A report surfaced in China Daily strongly implying the Chinese government is beyond just exploring something called money-financed fiscal expansion. We'll go over what that is, how it is different from QE, and what the real takeaway is. 

Eurodollar University's Money & Macro Analysis

China Daily Unconventional monetary steps eyed
https://www.chinadaily.com.cn/a/202412/11/WS6758cfcca310f1265a1d2293.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 12 Dec 2024 10:07:36 -0500 Jeff Snider Jeff Snider 1189 Here comes Chinese central bank bond buying, but this is no QE. A report surfaced in China Daily strongly implying the Chinese government is beyond just exploring something called money-financed fiscal expansion. We'll go over what that is, how it is different from QE, and what the real takeaway is. 

Eurodollar University's Money & Macro Analysis

China Daily Unconventional monetary steps eyed
https://www.chinadaily.com.cn/a/202412/11/WS6758cfcca310f1265a1d2293.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Canada's Job Market is in BIG F@#KING TROUBLE 956 956 BREAKING: Canada's Job Market is in BIG F@#KING TROUBLE full b262b0f2-2689-4b9b-b498-501c8bf43f9b https://share.transistor.fm/s/0fe0f384 Canada's official unemployment rate jumped in November, reaching its highest level since 2016 (outside 2020). And that was only the beginning. Given how highly synchronized US Treasury rates are with Canadian government bonds, not to mention the Fed and the Bank of Canada, we expect a lot of similarities in the real economy. This one is getting to be uncomfortably close. 

Eurodollar University's Money & Macro Analysis

Webinar w/Jim Rickards, Wednesday Dec 11 at 6:30pm ET. Sign up here:  https://event.webinarjam.com/register/26/x671piml

Yahoo!finance Canada's interest rates will likely fall. Where will they end up?
https://ca.finance.yahoo.com/news/canadas-interest-rates-will-likely-fall-where-will-they-end-up-150459864.html

CBC Jobless rate reaches 6.8% in November, highest since 2017, excluding pandemic
https://www.cbc.ca/news/business/jobs-unemployment-november-1.7403156

Bloomberg Canada Jobless Rate Jumps to 6.8%, Raising Odds of Big Cut
https://www.bloomberg.com/news/articles/2024-12-06/canada-jobless-rate-jumps-to-6-8-raising-odds-of-big-cut

Financial Post Canada's unemployment rate rises to 6.8%, raising odds of jumbo interest rate cut
https://financialpost.com/news/economy/canadas-unemployment-rate-rises-to-6-8

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Canada's official unemployment rate jumped in November, reaching its highest level since 2016 (outside 2020). And that was only the beginning. Given how highly synchronized US Treasury rates are with Canadian government bonds, not to mention the Fed and the Bank of Canada, we expect a lot of similarities in the real economy. This one is getting to be uncomfortably close. 

Eurodollar University's Money & Macro Analysis

Webinar w/Jim Rickards, Wednesday Dec 11 at 6:30pm ET. Sign up here:  https://event.webinarjam.com/register/26/x671piml

Yahoo!finance Canada's interest rates will likely fall. Where will they end up?
https://ca.finance.yahoo.com/news/canadas-interest-rates-will-likely-fall-where-will-they-end-up-150459864.html

CBC Jobless rate reaches 6.8% in November, highest since 2017, excluding pandemic
https://www.cbc.ca/news/business/jobs-unemployment-november-1.7403156

Bloomberg Canada Jobless Rate Jumps to 6.8%, Raising Odds of Big Cut
https://www.bloomberg.com/news/articles/2024-12-06/canada-jobless-rate-jumps-to-6-8-raising-odds-of-big-cut

Financial Post Canada's unemployment rate rises to 6.8%, raising odds of jumbo interest rate cut
https://financialpost.com/news/economy/canadas-unemployment-rate-rises-to-6-8

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 11 Dec 2024 00:43:16 -0500 Jeff Snider Jeff Snider 1124 Canada's official unemployment rate jumped in November, reaching its highest level since 2016 (outside 2020). And that was only the beginning. Given how highly synchronized US Treasury rates are with Canadian government bonds, not to mention the Fed and the Bank of Canada, we expect a lot of similarities in the real economy. This one is getting to be uncomfortably close. 

Eurodollar University's Money & Macro Analysis

Webinar w/Jim Rickards, Wednesday Dec 11 at 6:30pm ET. Sign up here:  https://event.webinarjam.com/register/26/x671piml

Yahoo!finance Canada's interest rates will likely fall. Where will they end up?
https://ca.finance.yahoo.com/news/canadas-interest-rates-will-likely-fall-where-will-they-end-up-150459864.html

CBC Jobless rate reaches 6.8% in November, highest since 2017, excluding pandemic
https://www.cbc.ca/news/business/jobs-unemployment-november-1.7403156

Bloomberg Canada Jobless Rate Jumps to 6.8%, Raising Odds of Big Cut
https://www.bloomberg.com/news/articles/2024-12-06/canada-jobless-rate-jumps-to-6-8-raising-odds-of-big-cut

Financial Post Canada's unemployment rate rises to 6.8%, raising odds of jumbo interest rate cut
https://financialpost.com/news/economy/canadas-unemployment-rate-rises-to-6-8

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China Just Flipped After 14 Years – Here's How It Will Impact the World 955 955 China Just Flipped After 14 Years – Here's How It Will Impact the World full 85574b07-1b1f-4b05-80ca-85af3cb34ef0 https://share.transistor.fm/s/34cd3e9d China's top government body, the politburo, attempted to reignite the "stimulus" sentiment with another wordy communication chock full of more promises and platitudes. To begin with, this doesn't bode very well for the "bazooka." Global market reaction wasn't what Beijing was looking for, either. Even stocks and Economists. 

Eurodollar University's Money & Macro Analysis

Webinar w/Jim Rickards, Wednesday Dec 11 at 6:30pm ET. Sign up here:  https://event.webinarjam.com/register/26/x671piml

SCMP China’s consumer inflation hits 5-month low, leaves room for more stimulus
https://www.scmp.com/economy/economic-indicators/article/3289917/chinas-consumer-inflation-falls-short-november-factory-price-drag-continues

Bloomberg China Signals Bolder Stimulus for Next Year as Trump Returns
https://www.bloomberg.com/news/articles/2024-12-09/china-shifts-monetary-policy-stance-for-first-time-since-2011

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> China's top government body, the politburo, attempted to reignite the "stimulus" sentiment with another wordy communication chock full of more promises and platitudes. To begin with, this doesn't bode very well for the "bazooka." Global market reaction wasn't what Beijing was looking for, either. Even stocks and Economists. 

Eurodollar University's Money & Macro Analysis

Webinar w/Jim Rickards, Wednesday Dec 11 at 6:30pm ET. Sign up here:  https://event.webinarjam.com/register/26/x671piml

SCMP China’s consumer inflation hits 5-month low, leaves room for more stimulus
https://www.scmp.com/economy/economic-indicators/article/3289917/chinas-consumer-inflation-falls-short-november-factory-price-drag-continues

Bloomberg China Signals Bolder Stimulus for Next Year as Trump Returns
https://www.bloomberg.com/news/articles/2024-12-09/china-shifts-monetary-policy-stance-for-first-time-since-2011

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 10 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1117 China's top government body, the politburo, attempted to reignite the "stimulus" sentiment with another wordy communication chock full of more promises and platitudes. To begin with, this doesn't bode very well for the "bazooka." Global market reaction wasn't what Beijing was looking for, either. Even stocks and Economists. 

Eurodollar University's Money & Macro Analysis

Webinar w/Jim Rickards, Wednesday Dec 11 at 6:30pm ET. Sign up here:  https://event.webinarjam.com/register/26/x671piml

SCMP China’s consumer inflation hits 5-month low, leaves room for more stimulus
https://www.scmp.com/economy/economic-indicators/article/3289917/chinas-consumer-inflation-falls-short-november-factory-price-drag-continues

Bloomberg China Signals Bolder Stimulus for Next Year as Trump Returns
https://www.bloomberg.com/news/articles/2024-12-09/china-shifts-monetary-policy-stance-for-first-time-since-2011

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No 700,000 People Just Lost Their Job... What’s Next for the Economy? 954 954 700,000 People Just Lost Their Job... What’s Next for the Economy? full ddb40278-dd92-48c4-be1a-0ff1b09a24c9 https://share.transistor.fm/s/6b28a65a The BLS labor data had a chance to show that October's weakness really was just a combination of one-off factors, instead did everything to confirm that it wasn't those at all. That includes the headline payroll number, too. Unemployment is up and, when you properly account for everyone, up A LOT. Just like Canada.

Eurodollar University's conversation w/Steve Van Metre

sign up for the webinar here https://event.webinarjam.com/register/26/x671piml

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The BLS labor data had a chance to show that October's weakness really was just a combination of one-off factors, instead did everything to confirm that it wasn't those at all. That includes the headline payroll number, too. Unemployment is up and, when you properly account for everyone, up A LOT. Just like Canada.

Eurodollar University's conversation w/Steve Van Metre

sign up for the webinar here https://event.webinarjam.com/register/26/x671piml

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 09 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1093 The BLS labor data had a chance to show that October's weakness really was just a combination of one-off factors, instead did everything to confirm that it wasn't those at all. That includes the headline payroll number, too. Unemployment is up and, when you properly account for everyone, up A LOT. Just like Canada.

Eurodollar University's conversation w/Steve Van Metre

sign up for the webinar here https://event.webinarjam.com/register/26/x671piml

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No T BILL Carnage Begin: The First Sign of Financial Collapse 953 953 T BILL Carnage Begin: The First Sign of Financial Collapse full b9b51ea7-2777-4a96-ad1b-0da65a4310af https://share.transistor.fm/s/7541a16c Wild week for a market that's supposed to be boring and go unnoticed. For the second straight month, heavy buying in bills right ahead of the payroll report. Except, in this case, buyers went utterly crazy for the 8-week bill in one of the most incredible bill auctions. But what is all this mess about? Yen, securities lending, and recession. 

Eurodollar University's Money & Macro Analysis

WEBINAR DEC 11 w/Jim Rickards
Sign up: https://event.webinarjam.com/register/26/x671piml

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wild week for a market that's supposed to be boring and go unnoticed. For the second straight month, heavy buying in bills right ahead of the payroll report. Except, in this case, buyers went utterly crazy for the 8-week bill in one of the most incredible bill auctions. But what is all this mess about? Yen, securities lending, and recession. 

Eurodollar University's Money & Macro Analysis

WEBINAR DEC 11 w/Jim Rickards
Sign up: https://event.webinarjam.com/register/26/x671piml

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 08 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1246 Wild week for a market that's supposed to be boring and go unnoticed. For the second straight month, heavy buying in bills right ahead of the payroll report. Except, in this case, buyers went utterly crazy for the 8-week bill in one of the most incredible bill auctions. But what is all this mess about? Yen, securities lending, and recession. 

Eurodollar University's Money & Macro Analysis

WEBINAR DEC 11 w/Jim Rickards
Sign up: https://event.webinarjam.com/register/26/x671piml

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Imports/Exports Data Reveal the Truth About the Global Economy 952 952 Imports/Exports Data Reveal the Truth About the Global Economy full ca0232c7-ac90-406f-a8ed-5b068914ee9a https://share.transistor.fm/s/5f6bf966 Sign up for the webinar here https://event.webinarjam.com/register/26/x671piml

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sign up for the webinar here https://event.webinarjam.com/register/26/x671piml

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 06 Dec 2024 10:39:56 -0500 Jeff Snider Jeff Snider 3378 Sign up for the webinar here https://event.webinarjam.com/register/26/x671piml

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No How Does a Recession Actually Start? 951 951 How Does a Recession Actually Start? full 2cfb5218-51ba-42c9-8c7d-ffb4cff76d5c https://share.transistor.fm/s/81f598ff Recessions are a process and what past episodes all have in common is one key ingredient. Rather, one element that comes up missing every time. This critical factor doesn't just end up being the difference between downturn and full-blown contraction, it also turns a recession into a depression. And we've got the data for it plus how 2024 fits into the pattern. 

Eurodollar University's Money & Macro Analysis

Robert Shimer Reassessing the Ins and Outs of Unemployment
https://home.uchicago.edu/shimer/wp/reassess.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Recessions are a process and what past episodes all have in common is one key ingredient. Rather, one element that comes up missing every time. This critical factor doesn't just end up being the difference between downturn and full-blown contraction, it also turns a recession into a depression. And we've got the data for it plus how 2024 fits into the pattern. 

Eurodollar University's Money & Macro Analysis

Robert Shimer Reassessing the Ins and Outs of Unemployment
https://home.uchicago.edu/shimer/wp/reassess.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 05 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1231 Recessions are a process and what past episodes all have in common is one key ingredient. Rather, one element that comes up missing every time. This critical factor doesn't just end up being the difference between downturn and full-blown contraction, it also turns a recession into a depression. And we've got the data for it plus how 2024 fits into the pattern. 

Eurodollar University's Money & Macro Analysis

Robert Shimer Reassessing the Ins and Outs of Unemployment
https://home.uchicago.edu/shimer/wp/reassess.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Hiring Crisis: What’s Really Happening to the Job Market? 950 950 The Hiring Crisis: What’s Really Happening to the Job Market? full 336c0d63-72ee-4da5-a25b-2535b2d86c1c https://share.transistor.fm/s/5772ea22 The Christmas shopping season is off to a poor start, with dim results coming in from various sources showing lower traffic and slower spending. The reason is easy enough to identify, starting with the latest labor report from the government. Hiring fell sharply before summer and never came back, all of that leading up to the holidays.

Eurodollar University's Money & Macro Analysis

WEBINAR DEC 11 w/Jim Rickards
Sign up: https://event.webinarjam.com/register/26/x671piml

Bloomberg Tally of US Shoppers Slipped During Key Holiday Weekend
https://www.bloomberg.com/news/articles/2024-12-03/tally-of-us-shoppers-slipped-during-key-holiday-weekend

CSA Cyber Monday online sales hit new record of $13.3 billion
https://chainstoreage.com/cyber-monday-online-sales-hit-new-record-133-billion

Investing.com US JOLTs Job Openings Surpass Forecasts, Indicating Stronger Labor Market
https://za.investing.com/news/economic-indicators/us-jolts-job-openings-surpass-forecasts-indicating-stronger-labor-market-93CH-3450582

Observer.com ‘Ghost Jobs’ Are on the Rise—And They Are Hurting More Than Just Job Hunters
https://observer.com/2024/06/ghost-job-rise-labor-data/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Christmas shopping season is off to a poor start, with dim results coming in from various sources showing lower traffic and slower spending. The reason is easy enough to identify, starting with the latest labor report from the government. Hiring fell sharply before summer and never came back, all of that leading up to the holidays.

Eurodollar University's Money & Macro Analysis

WEBINAR DEC 11 w/Jim Rickards
Sign up: https://event.webinarjam.com/register/26/x671piml

Bloomberg Tally of US Shoppers Slipped During Key Holiday Weekend
https://www.bloomberg.com/news/articles/2024-12-03/tally-of-us-shoppers-slipped-during-key-holiday-weekend

CSA Cyber Monday online sales hit new record of $13.3 billion
https://chainstoreage.com/cyber-monday-online-sales-hit-new-record-133-billion

Investing.com US JOLTs Job Openings Surpass Forecasts, Indicating Stronger Labor Market
https://za.investing.com/news/economic-indicators/us-jolts-job-openings-surpass-forecasts-indicating-stronger-labor-market-93CH-3450582

Observer.com ‘Ghost Jobs’ Are on the Rise—And They Are Hurting More Than Just Job Hunters
https://observer.com/2024/06/ghost-job-rise-labor-data/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 04 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1136 The Christmas shopping season is off to a poor start, with dim results coming in from various sources showing lower traffic and slower spending. The reason is easy enough to identify, starting with the latest labor report from the government. Hiring fell sharply before summer and never came back, all of that leading up to the holidays.

Eurodollar University's Money & Macro Analysis

WEBINAR DEC 11 w/Jim Rickards
Sign up: https://event.webinarjam.com/register/26/x671piml

Bloomberg Tally of US Shoppers Slipped During Key Holiday Weekend
https://www.bloomberg.com/news/articles/2024-12-03/tally-of-us-shoppers-slipped-during-key-holiday-weekend

CSA Cyber Monday online sales hit new record of $13.3 billion
https://chainstoreage.com/cyber-monday-online-sales-hit-new-record-133-billion

Investing.com US JOLTs Job Openings Surpass Forecasts, Indicating Stronger Labor Market
https://za.investing.com/news/economic-indicators/us-jolts-job-openings-surpass-forecasts-indicating-stronger-labor-market-93CH-3450582

Observer.com ‘Ghost Jobs’ Are on the Rise—And They Are Hurting More Than Just Job Hunters
https://observer.com/2024/06/ghost-job-rise-labor-data/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China Is TANKING and it's Spreading Quickly Around the World 949 949 China Is TANKING and it's Spreading Quickly Around the World full 9293fb96-9b12-4420-b45c-9358a6f98f8d https://share.transistor.fm/s/b0d491eb After a weekend of disappointing macro data (which was characterized as "mixed"), China's markets tanked. Not stocks, of course, instead more record lows in bonds plus a very sharp drop in CNY. As we know only too well, CNY DOWN = BAD and yuan is right back near multi-year lows. It's not the only one, either. 

Eurodollar University's Money & Macro Analysis

WEBINAR DEC 11 w/Jim Rickards
Sign up: https://event.webinarjam.com/register/26/x671piml

Bloomberg China’s Factory Activity Expands in Sign of Slow Recovery
https://www.bloomberg.com/news/articles/2024-11-30/china-s-factory-activity-continues-expansion-in-sign-of-recovery

Bloomberg China’s 10-Year Yield Sinks to Record Low on Bets PBOC Will Ease
https://www.bloomberg.com/news/articles/2024-12-02/china-s-10-year-yield-is-heading-toward-record-2-on-easing-bets

Bloomberg China Skips Politburo Readout as Investors Await Stimulus
https://www.bloomberg.com/news/articles/2024-12-02/china-skips-politburo-readout-as-investors-await-stimulus-clues

Bloomberg China Home Sales Drop Again as Sustained Stimulus Effect Missing
https://www.bloomberg.com/news/articles/2024-11-30/china-home-sales-drop-again-as-sustained-stimulus-effect-missing

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> After a weekend of disappointing macro data (which was characterized as "mixed"), China's markets tanked. Not stocks, of course, instead more record lows in bonds plus a very sharp drop in CNY. As we know only too well, CNY DOWN = BAD and yuan is right back near multi-year lows. It's not the only one, either. 

Eurodollar University's Money & Macro Analysis

WEBINAR DEC 11 w/Jim Rickards
Sign up: https://event.webinarjam.com/register/26/x671piml

Bloomberg China’s Factory Activity Expands in Sign of Slow Recovery
https://www.bloomberg.com/news/articles/2024-11-30/china-s-factory-activity-continues-expansion-in-sign-of-recovery

Bloomberg China’s 10-Year Yield Sinks to Record Low on Bets PBOC Will Ease
https://www.bloomberg.com/news/articles/2024-12-02/china-s-10-year-yield-is-heading-toward-record-2-on-easing-bets

Bloomberg China Skips Politburo Readout as Investors Await Stimulus
https://www.bloomberg.com/news/articles/2024-12-02/china-skips-politburo-readout-as-investors-await-stimulus-clues

Bloomberg China Home Sales Drop Again as Sustained Stimulus Effect Missing
https://www.bloomberg.com/news/articles/2024-11-30/china-home-sales-drop-again-as-sustained-stimulus-effect-missing

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 03 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1091 After a weekend of disappointing macro data (which was characterized as "mixed"), China's markets tanked. Not stocks, of course, instead more record lows in bonds plus a very sharp drop in CNY. As we know only too well, CNY DOWN = BAD and yuan is right back near multi-year lows. It's not the only one, either. 

Eurodollar University's Money & Macro Analysis

WEBINAR DEC 11 w/Jim Rickards
Sign up: https://event.webinarjam.com/register/26/x671piml

Bloomberg China’s Factory Activity Expands in Sign of Slow Recovery
https://www.bloomberg.com/news/articles/2024-11-30/china-s-factory-activity-continues-expansion-in-sign-of-recovery

Bloomberg China’s 10-Year Yield Sinks to Record Low on Bets PBOC Will Ease
https://www.bloomberg.com/news/articles/2024-12-02/china-s-10-year-yield-is-heading-toward-record-2-on-easing-bets

Bloomberg China Skips Politburo Readout as Investors Await Stimulus
https://www.bloomberg.com/news/articles/2024-12-02/china-skips-politburo-readout-as-investors-await-stimulus-clues

Bloomberg China Home Sales Drop Again as Sustained Stimulus Effect Missing
https://www.bloomberg.com/news/articles/2024-11-30/china-home-sales-drop-again-as-sustained-stimulus-effect-missing

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No European Banks Are NOT Lending Anymore (Here's What That Means For The Global Economy) 948 948 European Banks Are NOT Lending Anymore (Here's What That Means For The Global Economy) full 2b98b7a6-a364-410f-8e3a-eaaa2e0727fc https://share.transistor.fm/s/e040f46b European banks have added a massive amount of government bonds to their holdings. At the same time, they refuse to lend into the real economy. Europe's depositories are hardly alone as we see the same defensive behavior all over the global system. There is only one reason why they all have become so incredibly defensive. 

Eurodollar University's conversation w/Steve Van Metre

WEBINAR DEC 11 w/Jim Rickards
Sign up: https://event.webinarjam.com/register/26/x671piml

Black Friday/Cyber Monday Sale at Eurodollar University
https://www.eurodollar.university/black-friday


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> European banks have added a massive amount of government bonds to their holdings. At the same time, they refuse to lend into the real economy. Europe's depositories are hardly alone as we see the same defensive behavior all over the global system. There is only one reason why they all have become so incredibly defensive. 

Eurodollar University's conversation w/Steve Van Metre

WEBINAR DEC 11 w/Jim Rickards
Sign up: https://event.webinarjam.com/register/26/x671piml

Black Friday/Cyber Monday Sale at Eurodollar University
https://www.eurodollar.university/black-friday


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 02 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1151 European banks have added a massive amount of government bonds to their holdings. At the same time, they refuse to lend into the real economy. Europe's depositories are hardly alone as we see the same defensive behavior all over the global system. There is only one reason why they all have become so incredibly defensive. 

Eurodollar University's conversation w/Steve Van Metre

WEBINAR DEC 11 w/Jim Rickards
Sign up: https://event.webinarjam.com/register/26/x671piml

Black Friday/Cyber Monday Sale at Eurodollar University
https://www.eurodollar.university/black-friday


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No India is MASSIVELY Shorting The Dollar (Here’s What You Need To Know) 947 947 India is MASSIVELY Shorting The Dollar (Here’s What You Need To Know) full 511f5c27-554a-47c5-ad9c-dacd6d2658b9 https://share.transistor.fm/s/cd5396cd India's RBI just recently has gone *massively* short the US dollar and in the NDF market, too, just to keep the crumbling rupee from sinking even more. This won't work exposing the central bank to losses and also potentially amplifying the downdraft in the currency. A big update on the fundamentals explains.

Eurodollar University's Money & Macro Analysis

Bloomberg India Plows Into NDF Market as It Fights Back Against Dollar
https://www.bloomberg.com/news/articles/2024-11-29/india-plows-into-ndf-market-as-it-fights-back-against-dollar

Bloomberg India’s Growth Shocker Puts Pressure on RBI to Cut Rates
https://www.bloomberg.com/news/articles/2024-11-29/india-s-economic-growth-weakens-to-almost-two-year-low

Bloomberg India’s Falling Wages Squeeze Urban Middle Class and Economy
https://www.bloomberg.com/news/articles/2024-11-29/india-s-falling-wages-squeezes-urban-middle-class-and-economy

Bloomberg RBI Inquiries on Liquidity Spur Speculation of Action Next Week
https://www.bloomberg.com/news/articles/2024-11-29/rbi-inquiries-on-liquidity-spur-speculation-of-action-next-week

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> India's RBI just recently has gone *massively* short the US dollar and in the NDF market, too, just to keep the crumbling rupee from sinking even more. This won't work exposing the central bank to losses and also potentially amplifying the downdraft in the currency. A big update on the fundamentals explains.

Eurodollar University's Money & Macro Analysis

Bloomberg India Plows Into NDF Market as It Fights Back Against Dollar
https://www.bloomberg.com/news/articles/2024-11-29/india-plows-into-ndf-market-as-it-fights-back-against-dollar

Bloomberg India’s Growth Shocker Puts Pressure on RBI to Cut Rates
https://www.bloomberg.com/news/articles/2024-11-29/india-s-economic-growth-weakens-to-almost-two-year-low

Bloomberg India’s Falling Wages Squeeze Urban Middle Class and Economy
https://www.bloomberg.com/news/articles/2024-11-29/india-s-falling-wages-squeezes-urban-middle-class-and-economy

Bloomberg RBI Inquiries on Liquidity Spur Speculation of Action Next Week
https://www.bloomberg.com/news/articles/2024-11-29/rbi-inquiries-on-liquidity-spur-speculation-of-action-next-week

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 01 Dec 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1071 India's RBI just recently has gone *massively* short the US dollar and in the NDF market, too, just to keep the crumbling rupee from sinking even more. This won't work exposing the central bank to losses and also potentially amplifying the downdraft in the currency. A big update on the fundamentals explains.

Eurodollar University's Money & Macro Analysis

Bloomberg India Plows Into NDF Market as It Fights Back Against Dollar
https://www.bloomberg.com/news/articles/2024-11-29/india-plows-into-ndf-market-as-it-fights-back-against-dollar

Bloomberg India’s Growth Shocker Puts Pressure on RBI to Cut Rates
https://www.bloomberg.com/news/articles/2024-11-29/india-s-economic-growth-weakens-to-almost-two-year-low

Bloomberg India’s Falling Wages Squeeze Urban Middle Class and Economy
https://www.bloomberg.com/news/articles/2024-11-29/india-s-falling-wages-squeezes-urban-middle-class-and-economy

Bloomberg RBI Inquiries on Liquidity Spur Speculation of Action Next Week
https://www.bloomberg.com/news/articles/2024-11-29/rbi-inquiries-on-liquidity-spur-speculation-of-action-next-week

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Kohl's Warns There's NO Holiday Shoppers 946 946 Kohl's Warns There's NO Holiday Shoppers full 83841245-19bc-49dd-9222-b929b0d81941 https://share.transistor.fm/s/c0df5ef9 An entire batch of corporate reports from retailers to computer-makers, just in time for the key holiday season's critical moment. Each one warning that consumers in the US just aren't there, being held back. Why? The government also reported today with the answer to that question, the one factor that ties it all together. 

Eurodollar University's Money & Macro Analysis

Bloomberg Inflation-Battered Consumers Are Going to Extreme Lengths to Nab Holiday Deals
https://www.bloomberg.com/news/articles/2024-11-27/black-friday-deals-in-us-have-been-transformed-by-inflation

Bloomberg Kohl’s Troubles Deepen as Retailers Call Out Weak Spending
https://www.bloomberg.com/news/articles/2024-11-26/kohl-s-cuts-sales-outlook-on-weaker-spending-on-clothes-shoes

CNBC Retailers saw a dismal fall quarter. 
https://www.nbcnews.com/business/business-news/consumers-retailers-post-election-economic-outlook-rcna181794

CNBC HP forecasts first-quarter profit below estimates on sluggish demand in PC market
https://www.cnbc.com/2024/11/26/hp-earnings-report-q4-2024.html

Bloomberg Dell and HP Inc. Fall After Reporting Disappointing PC Sales
https://www.bloomberg.com/news/articles/2024-11-26/dell-reports-sales-that-miss-estimates-on-setback-for-pc-market

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> An entire batch of corporate reports from retailers to computer-makers, just in time for the key holiday season's critical moment. Each one warning that consumers in the US just aren't there, being held back. Why? The government also reported today with the answer to that question, the one factor that ties it all together. 

Eurodollar University's Money & Macro Analysis

Bloomberg Inflation-Battered Consumers Are Going to Extreme Lengths to Nab Holiday Deals
https://www.bloomberg.com/news/articles/2024-11-27/black-friday-deals-in-us-have-been-transformed-by-inflation

Bloomberg Kohl’s Troubles Deepen as Retailers Call Out Weak Spending
https://www.bloomberg.com/news/articles/2024-11-26/kohl-s-cuts-sales-outlook-on-weaker-spending-on-clothes-shoes

CNBC Retailers saw a dismal fall quarter. 
https://www.nbcnews.com/business/business-news/consumers-retailers-post-election-economic-outlook-rcna181794

CNBC HP forecasts first-quarter profit below estimates on sluggish demand in PC market
https://www.cnbc.com/2024/11/26/hp-earnings-report-q4-2024.html

Bloomberg Dell and HP Inc. Fall After Reporting Disappointing PC Sales
https://www.bloomberg.com/news/articles/2024-11-26/dell-reports-sales-that-miss-estimates-on-setback-for-pc-market

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 28 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1073 An entire batch of corporate reports from retailers to computer-makers, just in time for the key holiday season's critical moment. Each one warning that consumers in the US just aren't there, being held back. Why? The government also reported today with the answer to that question, the one factor that ties it all together. 

Eurodollar University's Money & Macro Analysis

Bloomberg Inflation-Battered Consumers Are Going to Extreme Lengths to Nab Holiday Deals
https://www.bloomberg.com/news/articles/2024-11-27/black-friday-deals-in-us-have-been-transformed-by-inflation

Bloomberg Kohl’s Troubles Deepen as Retailers Call Out Weak Spending
https://www.bloomberg.com/news/articles/2024-11-26/kohl-s-cuts-sales-outlook-on-weaker-spending-on-clothes-shoes

CNBC Retailers saw a dismal fall quarter. 
https://www.nbcnews.com/business/business-news/consumers-retailers-post-election-economic-outlook-rcna181794

CNBC HP forecasts first-quarter profit below estimates on sluggish demand in PC market
https://www.cnbc.com/2024/11/26/hp-earnings-report-q4-2024.html

Bloomberg Dell and HP Inc. Fall After Reporting Disappointing PC Sales
https://www.bloomberg.com/news/articles/2024-11-26/dell-reports-sales-that-miss-estimates-on-setback-for-pc-market

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Yen Carry Trade Is BACK (Here’s What You Need to Know) 945 945 The Yen Carry Trade Is BACK (Here’s What You Need to Know) full aac9b48c-29ec-4985-a4a7-32c5276a3546 https://share.transistor.fm/s/087c9421 Japan's yen has diverged from other currencies over the past few weeks, strengthening against the dollar. That suggests more carry trading dynamics, an interplay between different versions of them. Yes, there is more than one carry trade and understanding the distinctions is key to getting a sense of possible vulnerabilities here.

Eurodollar University's Money & Macro Analysis

WEBINAR DEC 11 w/Jim Rickards
Sign up: https://event.webinarjam.com/register/26/x671piml

Reuters Explainer: What are Japan's tactics based on latest suspected intervention?
https://www.reuters.com/markets/asia/what-are-japans-tactics-based-latest-suspected-intervention-2024-07-18

BIS Bulletin The market turbulence and carry trade unwind of August 2024
https://www.bis.org/publ/bisbull90.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Japan's yen has diverged from other currencies over the past few weeks, strengthening against the dollar. That suggests more carry trading dynamics, an interplay between different versions of them. Yes, there is more than one carry trade and understanding the distinctions is key to getting a sense of possible vulnerabilities here.

Eurodollar University's Money & Macro Analysis

WEBINAR DEC 11 w/Jim Rickards
Sign up: https://event.webinarjam.com/register/26/x671piml

Reuters Explainer: What are Japan's tactics based on latest suspected intervention?
https://www.reuters.com/markets/asia/what-are-japans-tactics-based-latest-suspected-intervention-2024-07-18

BIS Bulletin The market turbulence and carry trade unwind of August 2024
https://www.bis.org/publ/bisbull90.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 27 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1200 Japan's yen has diverged from other currencies over the past few weeks, strengthening against the dollar. That suggests more carry trading dynamics, an interplay between different versions of them. Yes, there is more than one carry trade and understanding the distinctions is key to getting a sense of possible vulnerabilities here.

Eurodollar University's Money & Macro Analysis

WEBINAR DEC 11 w/Jim Rickards
Sign up: https://event.webinarjam.com/register/26/x671piml

Reuters Explainer: What are Japan's tactics based on latest suspected intervention?
https://www.reuters.com/markets/asia/what-are-japans-tactics-based-latest-suspected-intervention-2024-07-18

BIS Bulletin The market turbulence and carry trade unwind of August 2024
https://www.bis.org/publ/bisbull90.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Copper-to-Gold Ratio Hits Financial Crisis Levels: What It Means for the Economy 944 944 Copper-to-Gold Ratio Hits Financial Crisis Levels: What It Means for the Economy full 9c7897ef-a770-4676-9edf-9f0d186946f6 https://share.transistor.fm/s/532066fe Several critical financial measures continue to drop, reaching rather obscene comparisons. At first, that doesn't seem to make any sense; how would today be seen as similar to February 2009, for example. However difficult the economy is now, it certainly isn't that bad. What these measures are indicating go beyond specific moments, instead providing clues about a progression. 

Eurodollar University's Money & Macro Analysis

WEBINAR DEC 11 w/Jim Rickards
Sign up: https://event.webinarjam.com/register/26/x671piml

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Several critical financial measures continue to drop, reaching rather obscene comparisons. At first, that doesn't seem to make any sense; how would today be seen as similar to February 2009, for example. However difficult the economy is now, it certainly isn't that bad. What these measures are indicating go beyond specific moments, instead providing clues about a progression. 

Eurodollar University's Money & Macro Analysis

WEBINAR DEC 11 w/Jim Rickards
Sign up: https://event.webinarjam.com/register/26/x671piml

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 26 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1124 Several critical financial measures continue to drop, reaching rather obscene comparisons. At first, that doesn't seem to make any sense; how would today be seen as similar to February 2009, for example. However difficult the economy is now, it certainly isn't that bad. What these measures are indicating go beyond specific moments, instead providing clues about a progression. 

Eurodollar University's Money & Macro Analysis

WEBINAR DEC 11 w/Jim Rickards
Sign up: https://event.webinarjam.com/register/26/x671piml

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Is the Bond Carnage Over?! 943 943 Is the Bond Carnage Over?! full 59b7d693-1998-4368-bae6-5599ebbbbcee https://share.transistor.fm/s/9a3b2dc6 Is the bond selloff over? What caused it in the first place? With European rates, in particular, heading lower on recession (more than) risks, the tendency of Treasuries to converge with them raises the chances yields may not have much farther to go if they aren't topped out already. Given the fundamental background, it appears to be a matter of time more than anything. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Is the bond selloff over? What caused it in the first place? With European rates, in particular, heading lower on recession (more than) risks, the tendency of Treasuries to converge with them raises the chances yields may not have much farther to go if they aren't topped out already. Given the fundamental background, it appears to be a matter of time more than anything. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 25 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1039 Is the bond selloff over? What caused it in the first place? With European rates, in particular, heading lower on recession (more than) risks, the tendency of Treasuries to converge with them raises the chances yields may not have much farther to go if they aren't topped out already. Given the fundamental background, it appears to be a matter of time more than anything. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Europe's Recession is Rapidly Getting Worse (Here's Why) 942 942 Europe's Recession is Rapidly Getting Worse (Here's Why) full fc70f17d-c65f-495d-b044-c57ce180f8be https://share.transistor.fm/s/55ec831c The European situation is getting to be truly serious. And that means growing problems for...the dollar. Not the exchange value against other currencies, rather why that exchange value is rising and how trouble in Europe means trouble in global money. European banks have been back in a big way at the black hole's center. 

Eurodollar University's Money & Macro Analysis

President Ford Economic Report to Congress 1975
https://www.presidency.ucsb.edu/sites/default/files/books/presidential-documents-archive-guidebook/the-economic-report-of-the-president-truman-1947-obama-2017/1975.pdf

ECB Financial Stability Review
https://www.ecb.europa.eu/pub/pdf/fsr/ecb.fsr202411~dd60fc02c3.en.pdf

ECB Euro area banks as intermediators of US dollar liquidity via repo and FX swap markets
https://www.ecb.europa.eu/press/financial-stability-publications/fsr/focus/2024/html/ecb.fsrbox202411_04~9a4d04b582.en.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The European situation is getting to be truly serious. And that means growing problems for...the dollar. Not the exchange value against other currencies, rather why that exchange value is rising and how trouble in Europe means trouble in global money. European banks have been back in a big way at the black hole's center. 

Eurodollar University's Money & Macro Analysis

President Ford Economic Report to Congress 1975
https://www.presidency.ucsb.edu/sites/default/files/books/presidential-documents-archive-guidebook/the-economic-report-of-the-president-truman-1947-obama-2017/1975.pdf

ECB Financial Stability Review
https://www.ecb.europa.eu/pub/pdf/fsr/ecb.fsr202411~dd60fc02c3.en.pdf

ECB Euro area banks as intermediators of US dollar liquidity via repo and FX swap markets
https://www.ecb.europa.eu/press/financial-stability-publications/fsr/focus/2024/html/ecb.fsrbox202411_04~9a4d04b582.en.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 24 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1238 The European situation is getting to be truly serious. And that means growing problems for...the dollar. Not the exchange value against other currencies, rather why that exchange value is rising and how trouble in Europe means trouble in global money. European banks have been back in a big way at the black hole's center. 

Eurodollar University's Money & Macro Analysis

President Ford Economic Report to Congress 1975
https://www.presidency.ucsb.edu/sites/default/files/books/presidential-documents-archive-guidebook/the-economic-report-of-the-president-truman-1947-obama-2017/1975.pdf

ECB Financial Stability Review
https://www.ecb.europa.eu/pub/pdf/fsr/ecb.fsr202411~dd60fc02c3.en.pdf

ECB Euro area banks as intermediators of US dollar liquidity via repo and FX swap markets
https://www.ecb.europa.eu/press/financial-stability-publications/fsr/focus/2024/html/ecb.fsrbox202411_04~9a4d04b582.en.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China Dumping Record Amounts of Treasures (What They Aren’t Telling You) 941 941 China Dumping Record Amounts of Treasures (What They Aren’t Telling You) full eb107958-30ea-4615-8795-dfe4918cf50f https://share.transistor.fm/s/e2548859 China and Japan selling record amounts of Treasuries. Do they hate the dollar? Donald Trump? You and me? Not only will we answer the questions, while those countries saw huge selling of USTs, curiously the Cayman Islands got a truly massive deposit of them and it showed up during July, August and September. Seems very carry trade-y. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> China and Japan selling record amounts of Treasuries. Do they hate the dollar? Donald Trump? You and me? Not only will we answer the questions, while those countries saw huge selling of USTs, curiously the Cayman Islands got a truly massive deposit of them and it showed up during July, August and September. Seems very carry trade-y. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 22 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1699 China and Japan selling record amounts of Treasuries. Do they hate the dollar? Donald Trump? You and me? Not only will we answer the questions, while those countries saw huge selling of USTs, curiously the Cayman Islands got a truly massive deposit of them and it showed up during July, August and September. Seems very carry trade-y. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Breaking Report Reveals the Labor Market is TANKING 940 940 Breaking Report Reveals the Labor Market is TANKING full 88048f19-3c99-44c5-b871-7828db85b1f1 https://share.transistor.fm/s/ad5a3be5 A double whammy on US consumers. First, the government issued an alarming update to the biggest jobs data there is. Then retail giant Target stunned with its Q3 results and more so its guidance for Q4. The thing is, both of those are related; two sides of the macro coin. The one says the summer started really badly, the other it didn't get better. 

Eurodollar University's Money & Macro Analysis

Reuters Target raises 2024 profit forecast as price cuts draw shoppers
https://www.reuters.com/business/retail-consumer/target-raises-annual-profit-forecast-after-price-cuts-boost-quarterly-sales-2024-08-21/

CNBC Target shares plunge 20% after discounter cuts forecast, posts biggest earnings miss in two years
https://www.cnbc.com/2024/11/20/target-tgt-q3-2024-earnings.html

Bloomberg Target Shares Tumble After Retailer Cuts Profit Outlook
https://www.bloomberg.com/news/articles/2024-11-20/target-tgt-trims-profit-outlook-on-inventory-buildup-higher-costs

CNN As Americans bargain shop, six-figure earners flock to Walmart
https://www.cnn.com/2024/11/19/investing/walmart-stock-earnings/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> A double whammy on US consumers. First, the government issued an alarming update to the biggest jobs data there is. Then retail giant Target stunned with its Q3 results and more so its guidance for Q4. The thing is, both of those are related; two sides of the macro coin. The one says the summer started really badly, the other it didn't get better. 

Eurodollar University's Money & Macro Analysis

Reuters Target raises 2024 profit forecast as price cuts draw shoppers
https://www.reuters.com/business/retail-consumer/target-raises-annual-profit-forecast-after-price-cuts-boost-quarterly-sales-2024-08-21/

CNBC Target shares plunge 20% after discounter cuts forecast, posts biggest earnings miss in two years
https://www.cnbc.com/2024/11/20/target-tgt-q3-2024-earnings.html

Bloomberg Target Shares Tumble After Retailer Cuts Profit Outlook
https://www.bloomberg.com/news/articles/2024-11-20/target-tgt-trims-profit-outlook-on-inventory-buildup-higher-costs

CNN As Americans bargain shop, six-figure earners flock to Walmart
https://www.cnn.com/2024/11/19/investing/walmart-stock-earnings/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 21 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1017 A double whammy on US consumers. First, the government issued an alarming update to the biggest jobs data there is. Then retail giant Target stunned with its Q3 results and more so its guidance for Q4. The thing is, both of those are related; two sides of the macro coin. The one says the summer started really badly, the other it didn't get better. 

Eurodollar University's Money & Macro Analysis

Reuters Target raises 2024 profit forecast as price cuts draw shoppers
https://www.reuters.com/business/retail-consumer/target-raises-annual-profit-forecast-after-price-cuts-boost-quarterly-sales-2024-08-21/

CNBC Target shares plunge 20% after discounter cuts forecast, posts biggest earnings miss in two years
https://www.cnbc.com/2024/11/20/target-tgt-q3-2024-earnings.html

Bloomberg Target Shares Tumble After Retailer Cuts Profit Outlook
https://www.bloomberg.com/news/articles/2024-11-20/target-tgt-trims-profit-outlook-on-inventory-buildup-higher-costs

CNN As Americans bargain shop, six-figure earners flock to Walmart
https://www.cnn.com/2024/11/19/investing/walmart-stock-earnings/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Chart Explains Why Warren Buffett Is Panic Selling 939 939 This Chart Explains Why Warren Buffett Is Panic Selling full 242a7b31-e15c-4d37-87e6-c1610e5e38f9 https://share.transistor.fm/s/d0d0b883 Warren Buffett continues to sell tens of billions worth of stocks. Everyone wants to know why. This divergence between major stock index most likely holds the answer. Normally stock indexes don't mean much beyond their beauty, yet they can be important signals at times like now when they do diverge in such an obvious and sustained way. This is a key cyclical one, too. 

Eurodollar University's Money & Macro Analysis

CNBC Berkshire Hathaway’s cash fortress tops $300 billion as Buffett sells more stock, freezes buybacks
https://www.cnbc.com/2024/11/02/berkshire-hathaways-cash-fortress-tops-300-billion-as-buffett-sells-more-stock-freezes-buybacks.html

Franklin-Templeton 
https://www.franklintempleton.com/articles/equity-markets/the-foundry-quandary-owning-semis-late-in-the-cycle

Deloitte Industry Outlook
https://www2.deloitte.com/us/en/pages/technology-media-and-telecommunications/articles/semiconductor-industry-outlook.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Warren Buffett continues to sell tens of billions worth of stocks. Everyone wants to know why. This divergence between major stock index most likely holds the answer. Normally stock indexes don't mean much beyond their beauty, yet they can be important signals at times like now when they do diverge in such an obvious and sustained way. This is a key cyclical one, too. 

Eurodollar University's Money & Macro Analysis

CNBC Berkshire Hathaway’s cash fortress tops $300 billion as Buffett sells more stock, freezes buybacks
https://www.cnbc.com/2024/11/02/berkshire-hathaways-cash-fortress-tops-300-billion-as-buffett-sells-more-stock-freezes-buybacks.html

Franklin-Templeton 
https://www.franklintempleton.com/articles/equity-markets/the-foundry-quandary-owning-semis-late-in-the-cycle

Deloitte Industry Outlook
https://www2.deloitte.com/us/en/pages/technology-media-and-telecommunications/articles/semiconductor-industry-outlook.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 20 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1065 Warren Buffett continues to sell tens of billions worth of stocks. Everyone wants to know why. This divergence between major stock index most likely holds the answer. Normally stock indexes don't mean much beyond their beauty, yet they can be important signals at times like now when they do diverge in such an obvious and sustained way. This is a key cyclical one, too. 

Eurodollar University's Money & Macro Analysis

CNBC Berkshire Hathaway’s cash fortress tops $300 billion as Buffett sells more stock, freezes buybacks
https://www.cnbc.com/2024/11/02/berkshire-hathaways-cash-fortress-tops-300-billion-as-buffett-sells-more-stock-freezes-buybacks.html

Franklin-Templeton 
https://www.franklintempleton.com/articles/equity-markets/the-foundry-quandary-owning-semis-late-in-the-cycle

Deloitte Industry Outlook
https://www2.deloitte.com/us/en/pages/technology-media-and-telecommunications/articles/semiconductor-industry-outlook.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Default Rates on Household Loans are SKYROCKETING 938 938 Default Rates on Household Loans are SKYROCKETING full 68bd0c40-7524-45e9-9e62-87ba3726dde6 https://share.transistor.fm/s/6aabd619 The Federal Reserve reported a sharp rise in delinquencies, especially credit cards and auto loans. That wasn't all, as the New York branches also showed record high rejections strongly indicating where things really stand in the credit cycle. As a result, we have to pay some attention to CRTs, otherwise known as SRTs, the latest financial engineering akin to the 2020s version of credit default swaps. 

Eurodollar University's Money & Macro Analysis

FRBNY Household Debt and Credit Report Q3 2024
https://www.newyorkfed.org/microeconomics/hhdc/background.html

Bloomberg Ally Auto Borrowers With 2022 Loans Now Struggling, CFO Says
https://www.bloomberg.com/news/articles/2024-11-07/ally-auto-borrowers-with-2022-loans-now-struggling-cfo-says

Bloomberg Ally’s Charge-Offs, Bad-Loan Provisions Beat Expectations
https://www.bloomberg.com/news/articles/2024-07-17/auto-lender-ally-reports-stronger-than-expected-debt-management

Federal Reserve Frequently Asked Questions about Regulation Q
https://www.federalreserve.gov/supervisionreg/legalinterpretations/reg-q-frequently-asked-questions.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Federal Reserve reported a sharp rise in delinquencies, especially credit cards and auto loans. That wasn't all, as the New York branches also showed record high rejections strongly indicating where things really stand in the credit cycle. As a result, we have to pay some attention to CRTs, otherwise known as SRTs, the latest financial engineering akin to the 2020s version of credit default swaps. 

Eurodollar University's Money & Macro Analysis

FRBNY Household Debt and Credit Report Q3 2024
https://www.newyorkfed.org/microeconomics/hhdc/background.html

Bloomberg Ally Auto Borrowers With 2022 Loans Now Struggling, CFO Says
https://www.bloomberg.com/news/articles/2024-11-07/ally-auto-borrowers-with-2022-loans-now-struggling-cfo-says

Bloomberg Ally’s Charge-Offs, Bad-Loan Provisions Beat Expectations
https://www.bloomberg.com/news/articles/2024-07-17/auto-lender-ally-reports-stronger-than-expected-debt-management

Federal Reserve Frequently Asked Questions about Regulation Q
https://www.federalreserve.gov/supervisionreg/legalinterpretations/reg-q-frequently-asked-questions.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 19 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1205 The Federal Reserve reported a sharp rise in delinquencies, especially credit cards and auto loans. That wasn't all, as the New York branches also showed record high rejections strongly indicating where things really stand in the credit cycle. As a result, we have to pay some attention to CRTs, otherwise known as SRTs, the latest financial engineering akin to the 2020s version of credit default swaps. 

Eurodollar University's Money & Macro Analysis

FRBNY Household Debt and Credit Report Q3 2024
https://www.newyorkfed.org/microeconomics/hhdc/background.html

Bloomberg Ally Auto Borrowers With 2022 Loans Now Struggling, CFO Says
https://www.bloomberg.com/news/articles/2024-11-07/ally-auto-borrowers-with-2022-loans-now-struggling-cfo-says

Bloomberg Ally’s Charge-Offs, Bad-Loan Provisions Beat Expectations
https://www.bloomberg.com/news/articles/2024-07-17/auto-lender-ally-reports-stronger-than-expected-debt-management

Federal Reserve Frequently Asked Questions about Regulation Q
https://www.federalreserve.gov/supervisionreg/legalinterpretations/reg-q-frequently-asked-questions.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Auto Parts Industry Warns Consumer Behavior Is Changing RAPIDLY 937 937 Auto Parts Industry Warns Consumer Behavior Is Changing RAPIDLY full 153af85b-1bfc-4aee-98e1-b8804c980291 https://share.transistor.fm/s/58921e50 Another retailer finds out the 2021 "recovery" was mostly an illusion. Prices may have soared and revenues looking good, it didn't last because it couldn't. As the company closes hundreds of stores and prepares to lay off an unknown number of workers, more stats show this is no isolated case. The cycle continues and continues to take its toll on businesses and workers alike. 

Eurodollar University's conversation w/Steve Van Metre

]]> Another retailer finds out the 2021 "recovery" was mostly an illusion. Prices may have soared and revenues looking good, it didn't last because it couldn't. As the company closes hundreds of stores and prepares to lay off an unknown number of workers, more stats show this is no isolated case. The cycle continues and continues to take its toll on businesses and workers alike. 

Eurodollar University's conversation w/Steve Van Metre

]]> Mon, 18 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1158 Another retailer finds out the 2021 "recovery" was mostly an illusion. Prices may have soared and revenues looking good, it didn't last because it couldn't. As the company closes hundreds of stores and prepares to lay off an unknown number of workers, more stats show this is no isolated case. The cycle continues and continues to take its toll on businesses and workers alike. 

Eurodollar University's conversation w/Steve Van Metre

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Most Important Global Indicator Is SKYROCKETING 936 936 The Most Important Global Indicator Is SKYROCKETING full 73e121e8-2774-40ae-bdcf-ecd58a4ec84b https://share.transistor.fm/s/39a815a9 The yen and the euro are good currency indicators of global monetary conditions, but there are a couple even better and more consistent signals. When the 'dollar' goes up and these two are taking the hit because of it, that's when you really need to pay attention. It's not Trump, Jay Powell, interest rates or just random chance. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The yen and the euro are good currency indicators of global monetary conditions, but there are a couple even better and more consistent signals. When the 'dollar' goes up and these two are taking the hit because of it, that's when you really need to pay attention. It's not Trump, Jay Powell, interest rates or just random chance. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 17 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1163 The yen and the euro are good currency indicators of global monetary conditions, but there are a couple even better and more consistent signals. When the 'dollar' goes up and these two are taking the hit because of it, that's when you really need to pay attention. It's not Trump, Jay Powell, interest rates or just random chance. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Dollar is SOARING Higher, Is the World Crashing? 935 935 The Dollar is SOARING Higher, Is the World Crashing? full adec27a9-c52d-4963-9ab4-25fc482ade36 https://share.transistor.fm/s/3e7449c9 The dollar index jumped to a more than two-year high leaving everyone to ask why. Some say Trump, others the Fed. They might as well have said it was Burger King (who blames Wendy's). Though the dollar is rising here in the short run, to really understand what's going on you have to consider more than just developments in November 2024. This has been in the works for several years. 

Eurodollar University's Money & Macro Analysis

Reuters US dollar continues uptrend as Fed policy provides lift
https://www.reuters.com/markets/currencies/dollar-over-two-month-high-yen-near-150dlr-2024-10-15/

Bloomberg Wall Street Sees Dollar Soaring More, But Splits on How Much
https://www.bloomberg.com/news/articles/2024-11-12/dollar-s-trump-fueled-rally-unites-wall-street-on-bullish-bets

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The dollar index jumped to a more than two-year high leaving everyone to ask why. Some say Trump, others the Fed. They might as well have said it was Burger King (who blames Wendy's). Though the dollar is rising here in the short run, to really understand what's going on you have to consider more than just developments in November 2024. This has been in the works for several years. 

Eurodollar University's Money & Macro Analysis

Reuters US dollar continues uptrend as Fed policy provides lift
https://www.reuters.com/markets/currencies/dollar-over-two-month-high-yen-near-150dlr-2024-10-15/

Bloomberg Wall Street Sees Dollar Soaring More, But Splits on How Much
https://www.bloomberg.com/news/articles/2024-11-12/dollar-s-trump-fueled-rally-unites-wall-street-on-bullish-bets

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 15 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1074 The dollar index jumped to a more than two-year high leaving everyone to ask why. Some say Trump, others the Fed. They might as well have said it was Burger King (who blames Wendy's). Though the dollar is rising here in the short run, to really understand what's going on you have to consider more than just developments in November 2024. This has been in the works for several years. 

Eurodollar University's Money & Macro Analysis

Reuters US dollar continues uptrend as Fed policy provides lift
https://www.reuters.com/markets/currencies/dollar-over-two-month-high-yen-near-150dlr-2024-10-15/

Bloomberg Wall Street Sees Dollar Soaring More, But Splits on How Much
https://www.bloomberg.com/news/articles/2024-11-12/dollar-s-trump-fueled-rally-unites-wall-street-on-bullish-bets

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Germany Just Issued A Major Warning to the Global Economy 934 934 Germany Just Issued A Major Warning to the Global Economy full f667897a-a570-4708-995c-90ca2f46dda1 https://share.transistor.fm/s/f7bcf8dc After Germany's governing coalition collapsed last week, the country's ZEW added more solid evidence about why that was. The ZEW also collapsed into November. That's not just about Germany since the "zoo" is really what the rest of the world looks like from the German perspective. That also has a lot to say about the ongoing Treasury selloff (just like April).

Eurodollar University's Money & Macro Analysis

ZEW November 2024
https://www.zew.de/en/press/latest-press-releases/falling-economic-expectations-after-trump-victory

Bloomberg German Investor Confidence Slumps on Political Strife, Trump Win
https://www.bloomberg.com/news/articles/2024-11-12/german-investor-confidence-slumps-on-political-strife-trump-win

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> After Germany's governing coalition collapsed last week, the country's ZEW added more solid evidence about why that was. The ZEW also collapsed into November. That's not just about Germany since the "zoo" is really what the rest of the world looks like from the German perspective. That also has a lot to say about the ongoing Treasury selloff (just like April).

Eurodollar University's Money & Macro Analysis

ZEW November 2024
https://www.zew.de/en/press/latest-press-releases/falling-economic-expectations-after-trump-victory

Bloomberg German Investor Confidence Slumps on Political Strife, Trump Win
https://www.bloomberg.com/news/articles/2024-11-12/german-investor-confidence-slumps-on-political-strife-trump-win

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 14 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1133 After Germany's governing coalition collapsed last week, the country's ZEW added more solid evidence about why that was. The ZEW also collapsed into November. That's not just about Germany since the "zoo" is really what the rest of the world looks like from the German perspective. That also has a lot to say about the ongoing Treasury selloff (just like April).

Eurodollar University's Money & Macro Analysis

ZEW November 2024
https://www.zew.de/en/press/latest-press-releases/falling-economic-expectations-after-trump-victory

Bloomberg German Investor Confidence Slumps on Political Strife, Trump Win
https://www.bloomberg.com/news/articles/2024-11-12/german-investor-confidence-slumps-on-political-strife-trump-win

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Is the Economy on the Brink of Another 2001-Style Crash 933 933 Is the Economy on the Brink of Another 2001-Style Crash full 36971728-6ff1-4efd-916e-2fdab0ddbece https://share.transistor.fm/s/a6102cfc The economic challenges the incoming Trump administration is facing are far and away greater than those confronted in 2016. From the cyclical standpoint, 2024 has far more in common with 2001. While structurally, there's nothing close to this in generations. Amidst the election euphoria there needs to be sober analysis. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The economic challenges the incoming Trump administration is facing are far and away greater than those confronted in 2016. From the cyclical standpoint, 2024 has far more in common with 2001. While structurally, there's nothing close to this in generations. Amidst the election euphoria there needs to be sober analysis. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 13 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 2114 The economic challenges the incoming Trump administration is facing are far and away greater than those confronted in 2016. From the cyclical standpoint, 2024 has far more in common with 2001. While structurally, there's nothing close to this in generations. Amidst the election euphoria there needs to be sober analysis. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T: SURGE in Repo Fails + Swap Spreads Plunging 932 932 HOLY SH*T: SURGE in Repo Fails + Swap Spreads Plunging full 584a93fb-c8f4-48fd-a5ad-dd851a12fd8a https://share.transistor.fm/s/4130041d Repo fails jumped by 50% in the latest weekly data, which just so happens to be the same week swap spreads plunged to record lows. It was also when the US economy, at least its labor data, took a turn for the worse. Understanding the connections between all these money and macro indications is critical. 

Eurodollar University's Money & Macro Analysis

Financial Times New York Fed examines banks’ role in money market turmoil
https://www.ft.com/content/83a5bb70-dbca-11e9-8f9b-77216ebe1f17

FOMC Chair Powell Press Conference Transcript October 2019
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20191030.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Repo fails jumped by 50% in the latest weekly data, which just so happens to be the same week swap spreads plunged to record lows. It was also when the US economy, at least its labor data, took a turn for the worse. Understanding the connections between all these money and macro indications is critical. 

Eurodollar University's Money & Macro Analysis

Financial Times New York Fed examines banks’ role in money market turmoil
https://www.ft.com/content/83a5bb70-dbca-11e9-8f9b-77216ebe1f17

FOMC Chair Powell Press Conference Transcript October 2019
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20191030.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 12 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1195 Repo fails jumped by 50% in the latest weekly data, which just so happens to be the same week swap spreads plunged to record lows. It was also when the US economy, at least its labor data, took a turn for the worse. Understanding the connections between all these money and macro indications is critical. 

Eurodollar University's Money & Macro Analysis

Financial Times New York Fed examines banks’ role in money market turmoil
https://www.ft.com/content/83a5bb70-dbca-11e9-8f9b-77216ebe1f17

FOMC Chair Powell Press Conference Transcript October 2019
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20191030.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Consumers are Now Terrified About the Economy 931 931 Consumers are Now Terrified About the Economy full c875f378-fec4-4b80-a52e-ebedfd95d4f6 https://share.transistor.fm/s/c781425d Credit card usage isn't really about spending. Americans use their credit cards when they're confident about jobs and incomes. The latest data from the Fed contains a more serious warning especially how it lines up with jobs and income data...and the Fed's actions. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Credit card usage isn't really about spending. Americans use their credit cards when they're confident about jobs and incomes. The latest data from the Fed contains a more serious warning especially how it lines up with jobs and income data...and the Fed's actions. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 11 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1137 Credit card usage isn't really about spending. Americans use their credit cards when they're confident about jobs and incomes. The latest data from the Fed contains a more serious warning especially how it lines up with jobs and income data...and the Fed's actions. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China's 10 TRILLION in Stimulus Is Failing Massively, Here's why 930 930 China's 10 TRILLION in Stimulus Is Failing Massively, Here's why full 6938dbe7-26ca-44f0-b13f-1b095ee4c9c2 https://share.transistor.fm/s/59c237d6 Is there era of massive government "stimulus" finally over? Bonds are certain it is. The Chinese are doing their best to make sure that's the result, in large part because they don't know what to do. That much is becoming clear and the implications are already going global. Just ask anyone with oil.

Eurodollar University's Money & Macro Analysis

Bloomberg China Unveils $1.4 Trillion Debt Swap, Saves Stimulus for Trump
https://www.bloomberg.com/news/articles/2024-11-08/china-unveils-839-billion-debt-swap-to-rescue-local-governments

Bloomberg China Debt Plan Underwhelms Bond Market Betting on More Stimulus
https://www.bloomberg.com/news/articles/2024-11-08/china-bond-market-eyes-fiscal-plans-from-key-legislative-meeting

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Is there era of massive government "stimulus" finally over? Bonds are certain it is. The Chinese are doing their best to make sure that's the result, in large part because they don't know what to do. That much is becoming clear and the implications are already going global. Just ask anyone with oil.

Eurodollar University's Money & Macro Analysis

Bloomberg China Unveils $1.4 Trillion Debt Swap, Saves Stimulus for Trump
https://www.bloomberg.com/news/articles/2024-11-08/china-unveils-839-billion-debt-swap-to-rescue-local-governments

Bloomberg China Debt Plan Underwhelms Bond Market Betting on More Stimulus
https://www.bloomberg.com/news/articles/2024-11-08/china-bond-market-eyes-fiscal-plans-from-key-legislative-meeting

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 10 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1115 Is there era of massive government "stimulus" finally over? Bonds are certain it is. The Chinese are doing their best to make sure that's the result, in large part because they don't know what to do. That much is becoming clear and the implications are already going global. Just ask anyone with oil.

Eurodollar University's Money & Macro Analysis

Bloomberg China Unveils $1.4 Trillion Debt Swap, Saves Stimulus for Trump
https://www.bloomberg.com/news/articles/2024-11-08/china-unveils-839-billion-debt-swap-to-rescue-local-governments

Bloomberg China Debt Plan Underwhelms Bond Market Betting on More Stimulus
https://www.bloomberg.com/news/articles/2024-11-08/china-bond-market-eyes-fiscal-plans-from-key-legislative-meeting

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Germany is PLUNGING and it’s Spreading to the Rest of the World 929 929 Germany is PLUNGING and it’s Spreading to the Rest of the World full d10c61f7-e58b-448f-960b-c537a96daa4c https://share.transistor.fm/s/107e6b24 Germany's government is the latest casualty of the "vibecession." Amid a flurry of political activity, the markets throw up another major warning with the first ever negative swap spread. Predictably, the mainstream media can't make sense of swaps, the situation, or the economics. It's the economy, stupid. 

Eurodollar University's Money & Macro Analysis

Bloomberg Germany’s Government Puts Itself Out of Its Misery
https://www.bloomberg.com/opinion/articles/2024-11-07/germany-s-coalition-government-puts-itself-out-of-its-misery

Bloomberg Fear of German Debt Binge Flips Key Market Gauge for First Time
https://www.bloomberg.com/news/articles/2024-11-07/fear-of-german-debt-binge-flips-key-market-gauge-for-first-time

Bloomberg Scholz Sees Germany Riding Out War in Ukraine Without Recession
https://www.bloomberg.com/news/features/2023-01-17/german-chancellor-olaf-scholz-on-2023-economic-outlook-war-in-ukraine

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Germany's government is the latest casualty of the "vibecession." Amid a flurry of political activity, the markets throw up another major warning with the first ever negative swap spread. Predictably, the mainstream media can't make sense of swaps, the situation, or the economics. It's the economy, stupid. 

Eurodollar University's Money & Macro Analysis

Bloomberg Germany’s Government Puts Itself Out of Its Misery
https://www.bloomberg.com/opinion/articles/2024-11-07/germany-s-coalition-government-puts-itself-out-of-its-misery

Bloomberg Fear of German Debt Binge Flips Key Market Gauge for First Time
https://www.bloomberg.com/news/articles/2024-11-07/fear-of-german-debt-binge-flips-key-market-gauge-for-first-time

Bloomberg Scholz Sees Germany Riding Out War in Ukraine Without Recession
https://www.bloomberg.com/news/features/2023-01-17/german-chancellor-olaf-scholz-on-2023-economic-outlook-war-in-ukraine

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 08 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1097 Germany's government is the latest casualty of the "vibecession." Amid a flurry of political activity, the markets throw up another major warning with the first ever negative swap spread. Predictably, the mainstream media can't make sense of swaps, the situation, or the economics. It's the economy, stupid. 

Eurodollar University's Money & Macro Analysis

Bloomberg Germany’s Government Puts Itself Out of Its Misery
https://www.bloomberg.com/opinion/articles/2024-11-07/germany-s-coalition-government-puts-itself-out-of-its-misery

Bloomberg Fear of German Debt Binge Flips Key Market Gauge for First Time
https://www.bloomberg.com/news/articles/2024-11-07/fear-of-german-debt-binge-flips-key-market-gauge-for-first-time

Bloomberg Scholz Sees Germany Riding Out War in Ukraine Without Recession
https://www.bloomberg.com/news/features/2023-01-17/german-chancellor-olaf-scholz-on-2023-economic-outlook-war-in-ukraine

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Single Most Important Indicator in Global Finance is FREAKING OUT 928 928 The Single Most Important Indicator in Global Finance is FREAKING OUT full 2dda9b09-9c4f-4161-8fcf-3f80c5837f8a https://share.transistor.fm/s/4a6d8799 Huge moves, major negatives, and record declines for one of the most critical pieces of the entire global system. While election euphoria has gripped certain financial markets, this one is doing the opposite. It is a key warning about where everything stands before even considering whether or not Trump's victory changes anything. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Huge moves, major negatives, and record declines for one of the most critical pieces of the entire global system. While election euphoria has gripped certain financial markets, this one is doing the opposite. It is a key warning about where everything stands before even considering whether or not Trump's victory changes anything. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 07 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1172 Huge moves, major negatives, and record declines for one of the most critical pieces of the entire global system. While election euphoria has gripped certain financial markets, this one is doing the opposite. It is a key warning about where everything stands before even considering whether or not Trump's victory changes anything. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Demand For Oil is TANKING, this is a MAJOR Warning to the Economy 927 927 Demand For Oil is TANKING, this is a MAJOR Warning to the Economy full 887d1ff7-47b4-4e01-ae02-ce44c29579cf https://share.transistor.fm/s/c28d0da2 Demand for gasoil, the basic fuel which runs the entire modern world, is actually declining. Having stumbled over the summer, this exceptionally rare development is another really negative sign to go with, relatedly, even more production and job cuts across the auto industry. Energy, autos, economy. 

Eurodollar University's Money & Macro Analysis

Bloomberg Diesel Set For Growing Glut as Demand Falters
https://www.bloomberg.com/news/articles/2024-11-05/diesel-set-for-growing-glut-as-demand-falters

World Bank Commodity Markets Outlook
https://openknowledge.worldbank.org/server/api/core/bitstreams/bbda9ad3-4f12-4626-ad4b-94a4d20fbd52/content

Bloomberg OPEC Cuts Global Oil Demand Growth Forecasts for Third Consecutive Month
https://www.bloomberg.com/news/articles/2024-10-14/opec-cuts-global-oil-demand-growth-forecasts-for-third-consecutive-month

OPEC June 2
https://www.opec.org/opec_web/en/press_room/7339.htm

OPEC Sept 5
https://www.opec.org/opec_web/en/press_room/7369.htm

OPEC Nov 3
https://www.opec.org/opec_web/en/press_room/7409.htm

Bloomberg Even Some High-Income Americans Can’t Afford New Cars Anymore
https://www.bloomberg.com/news/articles/2024-11-04/soaring-2024-new-car-prices-turn-more-buyers-toward-used-vehicles

Nikkei Nissan cutting production of main U.S. models by 30%
https://asia.nikkei.com/Business/Automobiles/Nissan-cutting-production-of-main-U.S.-models-by-30

Guru Focus Nissan Cuts Production Amid Declining U.S. Demand, Threatening Global Sales Goals
https://www.gurufocus.com/news/2582356/nissan-cuts-production-amid-declining-us-demand-threatening-global-sales-goals

EuroNews Thousands of jobs to go at German car parts maker Schaeffler
https://www.euronews.com/business/2024/11/05/thousands-of-jobs-to-go-at-german-car-parts-maker-schaeffler

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Demand for gasoil, the basic fuel which runs the entire modern world, is actually declining. Having stumbled over the summer, this exceptionally rare development is another really negative sign to go with, relatedly, even more production and job cuts across the auto industry. Energy, autos, economy. 

Eurodollar University's Money & Macro Analysis

Bloomberg Diesel Set For Growing Glut as Demand Falters
https://www.bloomberg.com/news/articles/2024-11-05/diesel-set-for-growing-glut-as-demand-falters

World Bank Commodity Markets Outlook
https://openknowledge.worldbank.org/server/api/core/bitstreams/bbda9ad3-4f12-4626-ad4b-94a4d20fbd52/content

Bloomberg OPEC Cuts Global Oil Demand Growth Forecasts for Third Consecutive Month
https://www.bloomberg.com/news/articles/2024-10-14/opec-cuts-global-oil-demand-growth-forecasts-for-third-consecutive-month

OPEC June 2
https://www.opec.org/opec_web/en/press_room/7339.htm

OPEC Sept 5
https://www.opec.org/opec_web/en/press_room/7369.htm

OPEC Nov 3
https://www.opec.org/opec_web/en/press_room/7409.htm

Bloomberg Even Some High-Income Americans Can’t Afford New Cars Anymore
https://www.bloomberg.com/news/articles/2024-11-04/soaring-2024-new-car-prices-turn-more-buyers-toward-used-vehicles

Nikkei Nissan cutting production of main U.S. models by 30%
https://asia.nikkei.com/Business/Automobiles/Nissan-cutting-production-of-main-U.S.-models-by-30

Guru Focus Nissan Cuts Production Amid Declining U.S. Demand, Threatening Global Sales Goals
https://www.gurufocus.com/news/2582356/nissan-cuts-production-amid-declining-us-demand-threatening-global-sales-goals

EuroNews Thousands of jobs to go at German car parts maker Schaeffler
https://www.euronews.com/business/2024/11/05/thousands-of-jobs-to-go-at-german-car-parts-maker-schaeffler

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 06 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1088 Demand for gasoil, the basic fuel which runs the entire modern world, is actually declining. Having stumbled over the summer, this exceptionally rare development is another really negative sign to go with, relatedly, even more production and job cuts across the auto industry. Energy, autos, economy. 

Eurodollar University's Money & Macro Analysis

Bloomberg Diesel Set For Growing Glut as Demand Falters
https://www.bloomberg.com/news/articles/2024-11-05/diesel-set-for-growing-glut-as-demand-falters

World Bank Commodity Markets Outlook
https://openknowledge.worldbank.org/server/api/core/bitstreams/bbda9ad3-4f12-4626-ad4b-94a4d20fbd52/content

Bloomberg OPEC Cuts Global Oil Demand Growth Forecasts for Third Consecutive Month
https://www.bloomberg.com/news/articles/2024-10-14/opec-cuts-global-oil-demand-growth-forecasts-for-third-consecutive-month

OPEC June 2
https://www.opec.org/opec_web/en/press_room/7339.htm

OPEC Sept 5
https://www.opec.org/opec_web/en/press_room/7369.htm

OPEC Nov 3
https://www.opec.org/opec_web/en/press_room/7409.htm

Bloomberg Even Some High-Income Americans Can’t Afford New Cars Anymore
https://www.bloomberg.com/news/articles/2024-11-04/soaring-2024-new-car-prices-turn-more-buyers-toward-used-vehicles

Nikkei Nissan cutting production of main U.S. models by 30%
https://asia.nikkei.com/Business/Automobiles/Nissan-cutting-production-of-main-U.S.-models-by-30

Guru Focus Nissan Cuts Production Amid Declining U.S. Demand, Threatening Global Sales Goals
https://www.gurufocus.com/news/2582356/nissan-cuts-production-amid-declining-us-demand-threatening-global-sales-goals

EuroNews Thousands of jobs to go at German car parts maker Schaeffler
https://www.euronews.com/business/2024/11/05/thousands-of-jobs-to-go-at-german-car-parts-maker-schaeffler

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Yield Curve is Signaling a Major Warning – Here’s What You Need to Know 926 926 The Yield Curve is Signaling a Major Warning – Here’s What You Need to Know full 9a40a26c-4996-40b5-adc1-efa0f168ba20 https://share.transistor.fm/s/b014a9e9 Why are interest rates rising at one end of the yield at the same time falling on the opposite side? With more recession data coming in all the time, starting with payrolls, it seems as though there should be a uniform response from the marketplace. But that's not how steepening works. 

Eurodollar University's Money & Macro Analysis

Washington Post
House Passes Bush Tax Cut
https://www.washingtonpost.com/archive/politics/2001/03/09/house-passes-bush-tax-cut/99152799-f156-414f-82c4-bed4fca05bb3/

Time ‘The Worst Is Over’
https://time.com/archive/6917914/the-worst-is-over/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Why are interest rates rising at one end of the yield at the same time falling on the opposite side? With more recession data coming in all the time, starting with payrolls, it seems as though there should be a uniform response from the marketplace. But that's not how steepening works. 

Eurodollar University's Money & Macro Analysis

Washington Post
House Passes Bush Tax Cut
https://www.washingtonpost.com/archive/politics/2001/03/09/house-passes-bush-tax-cut/99152799-f156-414f-82c4-bed4fca05bb3/

Time ‘The Worst Is Over’
https://time.com/archive/6917914/the-worst-is-over/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 05 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1088 Why are interest rates rising at one end of the yield at the same time falling on the opposite side? With more recession data coming in all the time, starting with payrolls, it seems as though there should be a uniform response from the marketplace. But that's not how steepening works. 

Eurodollar University's Money & Macro Analysis

Washington Post
House Passes Bush Tax Cut
https://www.washingtonpost.com/archive/politics/2001/03/09/house-passes-bush-tax-cut/99152799-f156-414f-82c4-bed4fca05bb3/

Time ‘The Worst Is Over’
https://time.com/archive/6917914/the-worst-is-over/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No New Data Suggest Interest Rates Could Explode Lower 925 925 New Data Suggest Interest Rates Could Explode Lower full 1674ba73-ec4b-4a4c-ba7b-f54590b63ba8 https://share.transistor.fm/s/32906d53 October payrolls were exceptionally weak, yet LT rates jump? With more rate cuts from the Fed basically assured, questions swirl around the Treasury selloff having many people wondering if there is a 'Trump trade' going on here. The answers are right there in front of us.

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> October payrolls were exceptionally weak, yet LT rates jump? With more rate cuts from the Fed basically assured, questions swirl around the Treasury selloff having many people wondering if there is a 'Trump trade' going on here. The answers are right there in front of us.

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 04 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1078 October payrolls were exceptionally weak, yet LT rates jump? With more rate cuts from the Fed basically assured, questions swirl around the Treasury selloff having many people wondering if there is a 'Trump trade' going on here. The answers are right there in front of us.

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Job Market is in BIG F@#KING TROUBLE 924 924 The Job Market is in BIG F@#KING TROUBLE full 66f7a39c-da1e-47db-951b-f9e5b9c781b4 https://share.transistor.fm/s/fbb61aac This isn't about October or hurricanes. Government just confirmed jobs market is in big f-ing trouble. 

Eurodollar University's Money & Macro Analysis

BLS Employment Situation October 2024
https://www.bls.gov/news.release/archives/empsit_11012024.pdf

CNN Messy October jobs report muddied by strikes and storms ahead of Election Day
 https://www.cnn.com/business/live-news/us-jobs-report-october-11-01-24/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> This isn't about October or hurricanes. Government just confirmed jobs market is in big f-ing trouble. 

Eurodollar University's Money & Macro Analysis

BLS Employment Situation October 2024
https://www.bls.gov/news.release/archives/empsit_11012024.pdf

CNN Messy October jobs report muddied by strikes and storms ahead of Election Day
 https://www.cnn.com/business/live-news/us-jobs-report-october-11-01-24/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 03 Nov 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1062 This isn't about October or hurricanes. Government just confirmed jobs market is in big f-ing trouble. 

Eurodollar University's Money & Macro Analysis

BLS Employment Situation October 2024
https://www.bls.gov/news.release/archives/empsit_11012024.pdf

CNN Messy October jobs report muddied by strikes and storms ahead of Election Day
 https://www.cnn.com/business/live-news/us-jobs-report-october-11-01-24/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Holy Sh*t! This Was the Final Straw in the Job Market 923 923 Holy Sh*t! This Was the Final Straw in the Job Market full 80a9edce-37be-4278-8e2d-c41bb027e07a https://share.transistor.fm/s/10ec6671 The government's latest data confirms the dramatic slowdown sweeping across the labor market. We've been documenting hours being cut, quitters quitting quits, no one hiring, and now even a few layoffs. Not only do the latest figures back all that up, they also help explain consumer behavior and even the last GDP estimate. 

Eurodollar University's Money & Macro Analysis

CNBC Ford guides to low end of 2024 earnings forecast as it slightly tops Wall Street’s third-quarter expectations
https://www.cnbc.com/2024/10/28/ford-motor-f-earnings-q3-2024.html

Ford Q3 
https://media.ford.com/content/fordmedia/fna/us/en/news/2024/10/28/third-quarter-2024-financial-results.html

Challenger Gray & Christmas October 2024
https://www.challengergray.com/blog/job-cuts-fall-in-october-2024-but-ytd-up-4-from-last-year/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The government's latest data confirms the dramatic slowdown sweeping across the labor market. We've been documenting hours being cut, quitters quitting quits, no one hiring, and now even a few layoffs. Not only do the latest figures back all that up, they also help explain consumer behavior and even the last GDP estimate. 

Eurodollar University's Money & Macro Analysis

CNBC Ford guides to low end of 2024 earnings forecast as it slightly tops Wall Street’s third-quarter expectations
https://www.cnbc.com/2024/10/28/ford-motor-f-earnings-q3-2024.html

Ford Q3 
https://media.ford.com/content/fordmedia/fna/us/en/news/2024/10/28/third-quarter-2024-financial-results.html

Challenger Gray & Christmas October 2024
https://www.challengergray.com/blog/job-cuts-fall-in-october-2024-but-ytd-up-4-from-last-year/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 01 Nov 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1269 The government's latest data confirms the dramatic slowdown sweeping across the labor market. We've been documenting hours being cut, quitters quitting quits, no one hiring, and now even a few layoffs. Not only do the latest figures back all that up, they also help explain consumer behavior and even the last GDP estimate. 

Eurodollar University's Money & Macro Analysis

CNBC Ford guides to low end of 2024 earnings forecast as it slightly tops Wall Street’s third-quarter expectations
https://www.cnbc.com/2024/10/28/ford-motor-f-earnings-q3-2024.html

Ford Q3 
https://media.ford.com/content/fordmedia/fna/us/en/news/2024/10/28/third-quarter-2024-financial-results.html

Challenger Gray & Christmas October 2024
https://www.challengergray.com/blog/job-cuts-fall-in-october-2024-but-ytd-up-4-from-last-year/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Is This The REAL Cause of the Shocking GDP Report?! 922 922 Is This The REAL Cause of the Shocking GDP Report?! full fe5928f4-722d-4fda-b286-7c1e50583966 https://share.transistor.fm/s/c135dedd Another seemingly solid US GDP report for the books thanks in large part to a huge allotment of missiles. Does this mean the soft landing has been achieved?  Even if it has been achieved, we wouldn't know it from GDP data. Instead, history shows cyclical changes all look decent just before them. The latest quarterly data is not just comparable, it is, surprisingly, worse than every other period entering recession.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Another seemingly solid US GDP report for the books thanks in large part to a huge allotment of missiles. Does this mean the soft landing has been achieved?  Even if it has been achieved, we wouldn't know it from GDP data. Instead, history shows cyclical changes all look decent just before them. The latest quarterly data is not just comparable, it is, surprisingly, worse than every other period entering recession.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 31 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1069 Another seemingly solid US GDP report for the books thanks in large part to a huge allotment of missiles. Does this mean the soft landing has been achieved?  Even if it has been achieved, we wouldn't know it from GDP data. Instead, history shows cyclical changes all look decent just before them. The latest quarterly data is not just comparable, it is, surprisingly, worse than every other period entering recession.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Collateral Shortage Hits Repo Market – What You Need to Know 920 920 Collateral Shortage Hits Repo Market – What You Need to Know full 985d998b-0850-4f3b-8f7d-8e1f3e50e866 https://share.transistor.fm/s/43d147d6 Repo fails make sense being an indicator of collateral difficulties. Same for the 4-week US Treasury bill rate when it falls substantially. But how does Japanese government bill yields fit into the US$ repo picture? And why are they such a solid fit for it? The answer lies in the carry trade and what it means for funding markets as well as US recession risks. 

Eurodollar University's Money & Macro Analysis

Bloomberg Mizuho Buys ‘Safe’ Assets on Risk That US Soft Landing Fails
https://www.bloomberg.com/news/articles/2024-10-08/mizuho-buys-safe-assets-to-cut-damage-if-us-soft-landing-fails

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Repo fails make sense being an indicator of collateral difficulties. Same for the 4-week US Treasury bill rate when it falls substantially. But how does Japanese government bill yields fit into the US$ repo picture? And why are they such a solid fit for it? The answer lies in the carry trade and what it means for funding markets as well as US recession risks. 

Eurodollar University's Money & Macro Analysis

Bloomberg Mizuho Buys ‘Safe’ Assets on Risk That US Soft Landing Fails
https://www.bloomberg.com/news/articles/2024-10-08/mizuho-buys-safe-assets-to-cut-damage-if-us-soft-landing-fails

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 29 Oct 2024 09:52:51 -0400 Jeff Snider Jeff Snider 1169 Repo fails make sense being an indicator of collateral difficulties. Same for the 4-week US Treasury bill rate when it falls substantially. But how does Japanese government bill yields fit into the US$ repo picture? And why are they such a solid fit for it? The answer lies in the carry trade and what it means for funding markets as well as US recession risks. 

Eurodollar University's Money & Macro Analysis

Bloomberg Mizuho Buys ‘Safe’ Assets on Risk That US Soft Landing Fails
https://www.bloomberg.com/news/articles/2024-10-08/mizuho-buys-safe-assets-to-cut-damage-if-us-soft-landing-fails

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The AI Bubble is COLLAPSING in South Korea, The World is Next... 919 919 The AI Bubble is COLLAPSING in South Korea, The World is Next... full 671b7417-057c-41a1-a702-a2a4a27a9cbc https://share.transistor.fm/s/07f561b2 Some unexpected bad news out of South Korea has implications for AI and a lot more. The investment boom triggered by ChatGPT has been a critical support for especially the Asian economy. Now there are signs it is cooling off along with a further setback in autos. Inopportune timing, to say the least.  

Eurodollar University's conversation w/Steve Van Metre

Bloomberg South Korea’s Economy Ekes Out Growth as BOK Assesses Risks
https://www.bloomberg.com/news/articles/2024-10-23/south-korea-s-economy-ekes-out-growth-to-emerge-from-contraction

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Some unexpected bad news out of South Korea has implications for AI and a lot more. The investment boom triggered by ChatGPT has been a critical support for especially the Asian economy. Now there are signs it is cooling off along with a further setback in autos. Inopportune timing, to say the least.  

Eurodollar University's conversation w/Steve Van Metre

Bloomberg South Korea’s Economy Ekes Out Growth as BOK Assesses Risks
https://www.bloomberg.com/news/articles/2024-10-23/south-korea-s-economy-ekes-out-growth-to-emerge-from-contraction

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 28 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1149 Some unexpected bad news out of South Korea has implications for AI and a lot more. The investment boom triggered by ChatGPT has been a critical support for especially the Asian economy. Now there are signs it is cooling off along with a further setback in autos. Inopportune timing, to say the least.  

Eurodollar University's conversation w/Steve Van Metre

Bloomberg South Korea’s Economy Ekes Out Growth as BOK Assesses Risks
https://www.bloomberg.com/news/articles/2024-10-23/south-korea-s-economy-ekes-out-growth-to-emerge-from-contraction

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Here's What Actually Makes the Price of Gold Go Up 918 918 Here's What Actually Makes the Price of Gold Go Up full 48c4e44d-8606-4368-b88a-7171d19d0f3a https://share.transistor.fm/s/e7d5a1b4 Gold continues to soar to record highs, but why? Most will say inflation though bullion is actually a terrible inflation hedge. The reason why many people believe this is the one time during the Great Inflation. Gold's run in the seventies was instead about what happened in the sixties long before the inflation. And it's the same thing - the other end of it - that we're seeing today. 

Eurodollar University's Money & Macro Analysis

FRB Boston Bretton Woods Conference 1984
https://www.bostonfed.org/-/media/Documents/conference/28/conf28.pdf

Alan Greenspan Testimony Before the Committee on Banking and Financial Services, U.S. House of Representatives July 24, 1998
https://www.federalreserve.gov/boarddocs/testimony/1998/19980724.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Gold continues to soar to record highs, but why? Most will say inflation though bullion is actually a terrible inflation hedge. The reason why many people believe this is the one time during the Great Inflation. Gold's run in the seventies was instead about what happened in the sixties long before the inflation. And it's the same thing - the other end of it - that we're seeing today. 

Eurodollar University's Money & Macro Analysis

FRB Boston Bretton Woods Conference 1984
https://www.bostonfed.org/-/media/Documents/conference/28/conf28.pdf

Alan Greenspan Testimony Before the Committee on Banking and Financial Services, U.S. House of Representatives July 24, 1998
https://www.federalreserve.gov/boarddocs/testimony/1998/19980724.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 27 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1109 Gold continues to soar to record highs, but why? Most will say inflation though bullion is actually a terrible inflation hedge. The reason why many people believe this is the one time during the Great Inflation. Gold's run in the seventies was instead about what happened in the sixties long before the inflation. And it's the same thing - the other end of it - that we're seeing today. 

Eurodollar University's Money & Macro Analysis

FRB Boston Bretton Woods Conference 1984
https://www.bostonfed.org/-/media/Documents/conference/28/conf28.pdf

Alan Greenspan Testimony Before the Committee on Banking and Financial Services, U.S. House of Representatives July 24, 1998
https://www.federalreserve.gov/boarddocs/testimony/1998/19980724.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Fed Just Revealed What They Really Think of the Economy 917 917 The Fed Just Revealed What They Really Think of the Economy full 81640671-ed9a-40b5-ba3d-29e7b464230d https://share.transistor.fm/s/52a32fa6 A lot of people are asking if the Fed now regrets cutting rates by 50 bps in September, or maybe cutting at all. Recent data make it seem as though the soft landing never went anywhere, plus what appears to be happening with market interest rates. In truth, every part of this Fed "regret" trend is wrong, starting with the view from the central bank itself. 

Eurodollar University's Money & Macro Analysis

Federal Reserve Beige Books
https://www.federalreserve.gov/monetarypolicy/publications/beige-book-default.htm

FOMC Chair Powell Press Conference September 2024
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20240918.pdf

Bloomberg Fed’s Beige Book Shows Little Growth Across Most of US
https://www.bloomberg.com/news/articles/2024-10-23/fed-s-beige-book-shows-little-economic-growth-across-most-of-us

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> A lot of people are asking if the Fed now regrets cutting rates by 50 bps in September, or maybe cutting at all. Recent data make it seem as though the soft landing never went anywhere, plus what appears to be happening with market interest rates. In truth, every part of this Fed "regret" trend is wrong, starting with the view from the central bank itself. 

Eurodollar University's Money & Macro Analysis

Federal Reserve Beige Books
https://www.federalreserve.gov/monetarypolicy/publications/beige-book-default.htm

FOMC Chair Powell Press Conference September 2024
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20240918.pdf

Bloomberg Fed’s Beige Book Shows Little Growth Across Most of US
https://www.bloomberg.com/news/articles/2024-10-23/fed-s-beige-book-shows-little-economic-growth-across-most-of-us

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 25 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1077 A lot of people are asking if the Fed now regrets cutting rates by 50 bps in September, or maybe cutting at all. Recent data make it seem as though the soft landing never went anywhere, plus what appears to be happening with market interest rates. In truth, every part of this Fed "regret" trend is wrong, starting with the view from the central bank itself. 

Eurodollar University's Money & Macro Analysis

Federal Reserve Beige Books
https://www.federalreserve.gov/monetarypolicy/publications/beige-book-default.htm

FOMC Chair Powell Press Conference September 2024
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20240918.pdf

Bloomberg Fed’s Beige Book Shows Little Growth Across Most of US
https://www.bloomberg.com/news/articles/2024-10-23/fed-s-beige-book-shows-little-economic-growth-across-most-of-us

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Systemically Important Central Bank Shocks Markets with 50 bps Rate Cut 916 916 Systemically Important Central Bank Shocks Markets with 50 bps Rate Cut full 615a2c6a-843f-4f3a-898d-f868e40f6c67 https://share.transistor.fm/s/6e6e31a1 Another central bank moves up its rate cut plans, accelerating its rate reductions with a 50-bps cut. At the same time the IMF lowers growth projections and warns risks of more downside are rising. These two developments are related to the same thing. It's becoming clearer where this weakness is coming from and that's why the public sector is starting to become more aggressive. 

Eurodollar University's Money & Macro Analysis

Bank of Canada October 2024 Monetary Policy Report
https://www.bankofcanada.ca/wp-content/uploads/2024/10/mpr-2024-10-23.pdf

Bloomberg IMF Lowers Global Growth Forecast, Warns of Increasing Risks
https://www.bloomberg.com/news/articles/2024-10-22/imf-lowers-global-growth-forecast-warns-of-increasing-risks

IMF WEO October 2024 Policy Pivot, Rising Threats
https://www.imf.org/en/Publications/WEO/Issues/2024/10/22/world-economic-outlook-october-2024

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Another central bank moves up its rate cut plans, accelerating its rate reductions with a 50-bps cut. At the same time the IMF lowers growth projections and warns risks of more downside are rising. These two developments are related to the same thing. It's becoming clearer where this weakness is coming from and that's why the public sector is starting to become more aggressive. 

Eurodollar University's Money & Macro Analysis

Bank of Canada October 2024 Monetary Policy Report
https://www.bankofcanada.ca/wp-content/uploads/2024/10/mpr-2024-10-23.pdf

Bloomberg IMF Lowers Global Growth Forecast, Warns of Increasing Risks
https://www.bloomberg.com/news/articles/2024-10-22/imf-lowers-global-growth-forecast-warns-of-increasing-risks

IMF WEO October 2024 Policy Pivot, Rising Threats
https://www.imf.org/en/Publications/WEO/Issues/2024/10/22/world-economic-outlook-october-2024

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 24 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1106 Another central bank moves up its rate cut plans, accelerating its rate reductions with a 50-bps cut. At the same time the IMF lowers growth projections and warns risks of more downside are rising. These two developments are related to the same thing. It's becoming clearer where this weakness is coming from and that's why the public sector is starting to become more aggressive. 

Eurodollar University's Money & Macro Analysis

Bank of Canada October 2024 Monetary Policy Report
https://www.bankofcanada.ca/wp-content/uploads/2024/10/mpr-2024-10-23.pdf

Bloomberg IMF Lowers Global Growth Forecast, Warns of Increasing Risks
https://www.bloomberg.com/news/articles/2024-10-22/imf-lowers-global-growth-forecast-warns-of-increasing-risks

IMF WEO October 2024 Policy Pivot, Rising Threats
https://www.imf.org/en/Publications/WEO/Issues/2024/10/22/world-economic-outlook-october-2024

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Q&A Live Replay: Banks, Bullion, Rates and Regrets 915 915 Q&A Live Replay: Banks, Bullion, Rates and Regrets full f99dc478-7dc0-40ad-98fb-e3739abcf496 https://share.transistor.fm/s/048dbf10 Huge thanks to Eric Basmajian and train-traveler Mike Green for answering member questions. Member/Subscriber Live Q&A recorded October 22, 2024.

]]> Huge thanks to Eric Basmajian and train-traveler Mike Green for answering member questions. Member/Subscriber Live Q&A recorded October 22, 2024.

]]> Wed, 23 Oct 2024 10:08:59 -0400 Jeff Snider Jeff Snider 3346 Huge thanks to Eric Basmajian and train-traveler Mike Green for answering member questions. Member/Subscriber Live Q&A recorded October 22, 2024.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Real Debt Crisis Is Here – And No One Noticed 914 914 The Real Debt Crisis Is Here – And No One Noticed full a942f1e8-0f84-4cae-831f-72fcd8292f6d https://share.transistor.fm/s/9b25dd44 We are seeing the full effects of the debt crisis paradox. And it only seems like a "paradox" from hte perspective of conventional wisdom on the matter. Government debt is indeed bad for the economy, but not AT ALL in the way most people are led to believe or assume. This creates another paradox, one where that mainstream criticism does a lot to discredit all criticism thereby making even more debt likely.  

Eurodollar University's Money & Macro Analysis

Milton Friedman Newsweek February 1981
https://miltonfriedman.hoover.org/internal/media/dispatcher/214251/full

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> We are seeing the full effects of the debt crisis paradox. And it only seems like a "paradox" from hte perspective of conventional wisdom on the matter. Government debt is indeed bad for the economy, but not AT ALL in the way most people are led to believe or assume. This creates another paradox, one where that mainstream criticism does a lot to discredit all criticism thereby making even more debt likely.  

Eurodollar University's Money & Macro Analysis

Milton Friedman Newsweek February 1981
https://miltonfriedman.hoover.org/internal/media/dispatcher/214251/full

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 22 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1213 We are seeing the full effects of the debt crisis paradox. And it only seems like a "paradox" from hte perspective of conventional wisdom on the matter. Government debt is indeed bad for the economy, but not AT ALL in the way most people are led to believe or assume. This creates another paradox, one where that mainstream criticism does a lot to discredit all criticism thereby making even more debt likely.  

Eurodollar University's Money & Macro Analysis

Milton Friedman Newsweek February 1981
https://miltonfriedman.hoover.org/internal/media/dispatcher/214251/full

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global Central Banks Just Panicked (heres what you need to know) 913 913 Global Central Banks Just Panicked (heres what you need to know) full b2d7cfb9-7ed1-4e1b-8821-690be3914039 https://share.transistor.fm/s/49aaad58 Does the Bank of Canada need to exist? Canada shares a lot more than just a common border with the US, interest rates, inflation, even changes in economic output. And those are all pointing in the wrong direction. The Canadian experience provides a perfect example of what globally synchronized really means in all its facets. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Does the Bank of Canada need to exist? Canada shares a lot more than just a common border with the US, interest rates, inflation, even changes in economic output. And those are all pointing in the wrong direction. The Canadian experience provides a perfect example of what globally synchronized really means in all its facets. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 21 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1101 Does the Bank of Canada need to exist? Canada shares a lot more than just a common border with the US, interest rates, inflation, even changes in economic output. And those are all pointing in the wrong direction. The Canadian experience provides a perfect example of what globally synchronized really means in all its facets. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Was the Final Straw to the Global Economy! 912 912 This Was the Final Straw to the Global Economy! full 7843a32a-c1a5-4f90-b2c9-ccf3c2b9cb78 https://share.transistor.fm/s/5f3643c5 This may end up being the final straw for what's left of the global economy. With more highly negative signals from copper, gold, oil and swaps, even bond spreads here, we're getting more impressions that the part rolling recession is now rolling right on into the full thing. If this one goes, that's usually it. 

Eurodollar University's Money & Macro Analysis

Bloomberg Carmaker Misery Is Dragging Down Global Credit Market Returns
https://www.bloomberg.com/news/articles/2024-10-16/carmaker-misery-is-dragging-down-global-credit-market-returns

Bloomberg Rolling Manufacturing Recession Collides With US Election Angst
https://www.bloomberg.com/news/newsletters/2024-10-18/us-manufacturers-face-layoffs-weak-results-ahead-of-trump-harris-election


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> This may end up being the final straw for what's left of the global economy. With more highly negative signals from copper, gold, oil and swaps, even bond spreads here, we're getting more impressions that the part rolling recession is now rolling right on into the full thing. If this one goes, that's usually it. 

Eurodollar University's Money & Macro Analysis

Bloomberg Carmaker Misery Is Dragging Down Global Credit Market Returns
https://www.bloomberg.com/news/articles/2024-10-16/carmaker-misery-is-dragging-down-global-credit-market-returns

Bloomberg Rolling Manufacturing Recession Collides With US Election Angst
https://www.bloomberg.com/news/newsletters/2024-10-18/us-manufacturers-face-layoffs-weak-results-ahead-of-trump-harris-election


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 20 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1086 This may end up being the final straw for what's left of the global economy. With more highly negative signals from copper, gold, oil and swaps, even bond spreads here, we're getting more impressions that the part rolling recession is now rolling right on into the full thing. If this one goes, that's usually it. 

Eurodollar University's Money & Macro Analysis

Bloomberg Carmaker Misery Is Dragging Down Global Credit Market Returns
https://www.bloomberg.com/news/articles/2024-10-16/carmaker-misery-is-dragging-down-global-credit-market-returns

Bloomberg Rolling Manufacturing Recession Collides With US Election Angst
https://www.bloomberg.com/news/newsletters/2024-10-18/us-manufacturers-face-layoffs-weak-results-ahead-of-trump-harris-election


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: 80% of Americans Are Broke and No One’s Talking About It! 911 911 BREAKING: 80% of Americans Are Broke and No One’s Talking About It! full 672cc412-bba9-4500-b16d-e402cdf891b8 https://share.transistor.fm/s/77043f49 A whopping 98% of American voters in one mainstream poll say the economy is a major concern, including 79% who rate it their top worry. Economists, the media, politicians, policymakers are at a loss to explain this. The latest data from the US government shows why that is, both the confusion and the underlying trouble. A vast majority of the evidence continues to consistently agree with what Americans are saying.

Eurodollar University's Money & Macro Analysis

NRF Census Retail Sales Data Shows Retail Sales Grew in September
https://nrf.com/media-center/press-releases/census-retail-sales-data-shows-retail-sales-grew-september

NRF CNBC/NRF Retail Monitor Shows Retail Sales Declined Monthly in September But Still Grew Year Over Year
https://nrf.com/media-center/press-releases/cnbc/nrf-retail-monitor-shows-retail-sales-declined-monthly-september

AP NORC
https://apnorc.org/projects/the-economy-tops-voters-minds-as-they-consider-their-vote-in-the-upcoming-election/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> A whopping 98% of American voters in one mainstream poll say the economy is a major concern, including 79% who rate it their top worry. Economists, the media, politicians, policymakers are at a loss to explain this. The latest data from the US government shows why that is, both the confusion and the underlying trouble. A vast majority of the evidence continues to consistently agree with what Americans are saying.

Eurodollar University's Money & Macro Analysis

NRF Census Retail Sales Data Shows Retail Sales Grew in September
https://nrf.com/media-center/press-releases/census-retail-sales-data-shows-retail-sales-grew-september

NRF CNBC/NRF Retail Monitor Shows Retail Sales Declined Monthly in September But Still Grew Year Over Year
https://nrf.com/media-center/press-releases/cnbc/nrf-retail-monitor-shows-retail-sales-declined-monthly-september

AP NORC
https://apnorc.org/projects/the-economy-tops-voters-minds-as-they-consider-their-vote-in-the-upcoming-election/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 18 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1085 A whopping 98% of American voters in one mainstream poll say the economy is a major concern, including 79% who rate it their top worry. Economists, the media, politicians, policymakers are at a loss to explain this. The latest data from the US government shows why that is, both the confusion and the underlying trouble. A vast majority of the evidence continues to consistently agree with what Americans are saying.

Eurodollar University's Money & Macro Analysis

NRF Census Retail Sales Data Shows Retail Sales Grew in September
https://nrf.com/media-center/press-releases/census-retail-sales-data-shows-retail-sales-grew-september

NRF CNBC/NRF Retail Monitor Shows Retail Sales Declined Monthly in September But Still Grew Year Over Year
https://nrf.com/media-center/press-releases/cnbc/nrf-retail-monitor-shows-retail-sales-declined-monthly-september

AP NORC
https://apnorc.org/projects/the-economy-tops-voters-minds-as-they-consider-their-vote-in-the-upcoming-election/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Worldwide Demand Nosedives 50% for Vital Economic Goods 910 910 Worldwide Demand Nosedives 50% for Vital Economic Goods full 944ee393-05da-4fef-bbe3-4d3cb756b385 https://share.transistor.fm/s/1291fe4b Wall Street was rocked by a huge plunge in orders for ASML, a company which produces machines that touch practically every part of the global economy. That was followed by another four-letter firm, LVMH, which reported a shock decline in revenue. Both showing the same thing from very different angles, further confirming - along with swap markets - why there will be another leg down in interest rates.

Eurodollar University's Money & Macro Analysis

ASML Home
https://www.asml.com/en

ASML Q4 2023 Results
https://www.asml.com/en/news/press-releases/2024/q4-2023-financial-results

ASML Q3 2024 Results
https://www.asml.com/en/news/press-releases/2024/q3-2024-financial-results-dd3ac76a9d4d0f8c

Intel Q2 2024 Financial Results
https://www.intc.com/news-events/press-releases/detail/1704/intel-reports-second-quarter-2024-financial-results

LVMH Q3 2024 Results
https://www.lvmh.com/en/publications/lvmh-shows-good-resilience-in-the-current-context

NYT Shares of Louis Vuitton Owner Drop on Anxiety About Chinese Shoppers
https://www.nytimes.com/2024/10/16/business/dealbook/lvmh-dior-louis-vuitton-china.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wall Street was rocked by a huge plunge in orders for ASML, a company which produces machines that touch practically every part of the global economy. That was followed by another four-letter firm, LVMH, which reported a shock decline in revenue. Both showing the same thing from very different angles, further confirming - along with swap markets - why there will be another leg down in interest rates.

Eurodollar University's Money & Macro Analysis

ASML Home
https://www.asml.com/en

ASML Q4 2023 Results
https://www.asml.com/en/news/press-releases/2024/q4-2023-financial-results

ASML Q3 2024 Results
https://www.asml.com/en/news/press-releases/2024/q3-2024-financial-results-dd3ac76a9d4d0f8c

Intel Q2 2024 Financial Results
https://www.intc.com/news-events/press-releases/detail/1704/intel-reports-second-quarter-2024-financial-results

LVMH Q3 2024 Results
https://www.lvmh.com/en/publications/lvmh-shows-good-resilience-in-the-current-context

NYT Shares of Louis Vuitton Owner Drop on Anxiety About Chinese Shoppers
https://www.nytimes.com/2024/10/16/business/dealbook/lvmh-dior-louis-vuitton-china.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 17 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1180 Wall Street was rocked by a huge plunge in orders for ASML, a company which produces machines that touch practically every part of the global economy. That was followed by another four-letter firm, LVMH, which reported a shock decline in revenue. Both showing the same thing from very different angles, further confirming - along with swap markets - why there will be another leg down in interest rates.

Eurodollar University's Money & Macro Analysis

ASML Home
https://www.asml.com/en

ASML Q4 2023 Results
https://www.asml.com/en/news/press-releases/2024/q4-2023-financial-results

ASML Q3 2024 Results
https://www.asml.com/en/news/press-releases/2024/q3-2024-financial-results-dd3ac76a9d4d0f8c

Intel Q2 2024 Financial Results
https://www.intc.com/news-events/press-releases/detail/1704/intel-reports-second-quarter-2024-financial-results

LVMH Q3 2024 Results
https://www.lvmh.com/en/publications/lvmh-shows-good-resilience-in-the-current-context

NYT Shares of Louis Vuitton Owner Drop on Anxiety About Chinese Shoppers
https://www.nytimes.com/2024/10/16/business/dealbook/lvmh-dior-louis-vuitton-china.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY Sh*t: Bank Earnings are Out Showing MASSIVE Loan Losses 909 909 HOLY Sh*t: Bank Earnings are Out Showing MASSIVE Loan Losses full d4600ae6-9220-4ea0-879e-adff8d08dad5 https://share.transistor.fm/s/4c494303 We are in the thick of bank earnings and quarterly reports. The one theme they keep coming back to is...losses. It's become such a problem even JPM CEO Jamie Dimon snapped during his last earnings call. The thing is, in spouting off he told the truth about all of it. 

Eurodollar University's Money & Macro Analysis

Bloomberg Jamie Dimon Is Right. Forget the ‘Damn Number.’
https://www.bloomberg.com/opinion/articles/2024-10-14/jamie-dimon-is-right-analysts-need-to-look-beyond-their-models

Bank of America Quarterly Earnings
https://investor.bankofamerica.com/quarterly-earnings

JPM Third Quarter 2024 Results
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2024/3rd-quarter/66269bb6-ecc5-4172-b461-6b7e7cd47aab.pdf

Citigroup Third Quarter 2024 Results
https://www.citigroup.com/rcs/citigpa/storage/public/Earnings/Q32024/2024pr-qtr3rslt.pdf

Bloomberg Consumers Shift Spending to Pay for Basic Staples, Citi CFO Says
https://www.bloomberg.com/news/articles/2024-09-09/consumers-shift-spending-to-pay-for-basic-staples-citi-cfo-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> We are in the thick of bank earnings and quarterly reports. The one theme they keep coming back to is...losses. It's become such a problem even JPM CEO Jamie Dimon snapped during his last earnings call. The thing is, in spouting off he told the truth about all of it. 

Eurodollar University's Money & Macro Analysis

Bloomberg Jamie Dimon Is Right. Forget the ‘Damn Number.’
https://www.bloomberg.com/opinion/articles/2024-10-14/jamie-dimon-is-right-analysts-need-to-look-beyond-their-models

Bank of America Quarterly Earnings
https://investor.bankofamerica.com/quarterly-earnings

JPM Third Quarter 2024 Results
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2024/3rd-quarter/66269bb6-ecc5-4172-b461-6b7e7cd47aab.pdf

Citigroup Third Quarter 2024 Results
https://www.citigroup.com/rcs/citigpa/storage/public/Earnings/Q32024/2024pr-qtr3rslt.pdf

Bloomberg Consumers Shift Spending to Pay for Basic Staples, Citi CFO Says
https://www.bloomberg.com/news/articles/2024-09-09/consumers-shift-spending-to-pay-for-basic-staples-citi-cfo-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 16 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1138 We are in the thick of bank earnings and quarterly reports. The one theme they keep coming back to is...losses. It's become such a problem even JPM CEO Jamie Dimon snapped during his last earnings call. The thing is, in spouting off he told the truth about all of it. 

Eurodollar University's Money & Macro Analysis

Bloomberg Jamie Dimon Is Right. Forget the ‘Damn Number.’
https://www.bloomberg.com/opinion/articles/2024-10-14/jamie-dimon-is-right-analysts-need-to-look-beyond-their-models

Bank of America Quarterly Earnings
https://investor.bankofamerica.com/quarterly-earnings

JPM Third Quarter 2024 Results
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2024/3rd-quarter/66269bb6-ecc5-4172-b461-6b7e7cd47aab.pdf

Citigroup Third Quarter 2024 Results
https://www.citigroup.com/rcs/citigpa/storage/public/Earnings/Q32024/2024pr-qtr3rslt.pdf

Bloomberg Consumers Shift Spending to Pay for Basic Staples, Citi CFO Says
https://www.bloomberg.com/news/articles/2024-09-09/consumers-shift-spending-to-pay-for-basic-staples-citi-cfo-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China is Spiraling Out of Control (Everything You Need to Know) 908 908 China is Spiraling Out of Control (Everything You Need to Know) full 3bcbdd57-6bcc-4ee6-8d25-a27080ac2208 https://share.transistor.fm/s/415ef174 Another update from top Chinese officials on the status of "stimulus" comes amidst a flurry of macro and banking data from the country. While many will claim the former cancels out the increasingly grim nature of the latter, the previous data still matters at the very least to describe the size of the hole China will have to climb out of. Assuming it is even making a reasonable attempt to. That last press gathering provided few assurances. 

Eurodollar University's Money & Macro Analysis

China NBS Consumer Prices September 2024
https://www.stats.gov.cn/sj/zxfb/202410/t20241013_1956899.html

CNBC China’s Ministry of Finance is taking aim at local debt problems before tackling broader economic challenges
https://www.cnbc.com/2024/10/14/chinas-ministry-of-finance-tackles-debt-problems-before-economic-challenges.html

Caixin Exclusive: China May Add 6 Trillion Yuan in Treasury Bonds to Buttress Economy
https://www.caixinglobal.com/2024-10-14/exclusive-china-may-issue-6-trillion-yuan-in-treasury-bonds-to-buttress-economy-102245341.html

Reuters China's exports miss forecasts as lone bright spot fades
https://www.reuters.com/markets/asia/china-sept-export-growth-hits-5-month-low-global-demand-cools-2024-10-14/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Another update from top Chinese officials on the status of "stimulus" comes amidst a flurry of macro and banking data from the country. While many will claim the former cancels out the increasingly grim nature of the latter, the previous data still matters at the very least to describe the size of the hole China will have to climb out of. Assuming it is even making a reasonable attempt to. That last press gathering provided few assurances. 

Eurodollar University's Money & Macro Analysis

China NBS Consumer Prices September 2024
https://www.stats.gov.cn/sj/zxfb/202410/t20241013_1956899.html

CNBC China’s Ministry of Finance is taking aim at local debt problems before tackling broader economic challenges
https://www.cnbc.com/2024/10/14/chinas-ministry-of-finance-tackles-debt-problems-before-economic-challenges.html

Caixin Exclusive: China May Add 6 Trillion Yuan in Treasury Bonds to Buttress Economy
https://www.caixinglobal.com/2024-10-14/exclusive-china-may-issue-6-trillion-yuan-in-treasury-bonds-to-buttress-economy-102245341.html

Reuters China's exports miss forecasts as lone bright spot fades
https://www.reuters.com/markets/asia/china-sept-export-growth-hits-5-month-low-global-demand-cools-2024-10-14/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 15 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1169 Another update from top Chinese officials on the status of "stimulus" comes amidst a flurry of macro and banking data from the country. While many will claim the former cancels out the increasingly grim nature of the latter, the previous data still matters at the very least to describe the size of the hole China will have to climb out of. Assuming it is even making a reasonable attempt to. That last press gathering provided few assurances. 

Eurodollar University's Money & Macro Analysis

China NBS Consumer Prices September 2024
https://www.stats.gov.cn/sj/zxfb/202410/t20241013_1956899.html

CNBC China’s Ministry of Finance is taking aim at local debt problems before tackling broader economic challenges
https://www.cnbc.com/2024/10/14/chinas-ministry-of-finance-tackles-debt-problems-before-economic-challenges.html

Caixin Exclusive: China May Add 6 Trillion Yuan in Treasury Bonds to Buttress Economy
https://www.caixinglobal.com/2024-10-14/exclusive-china-may-issue-6-trillion-yuan-in-treasury-bonds-to-buttress-economy-102245341.html

Reuters China's exports miss forecasts as lone bright spot fades
https://www.reuters.com/markets/asia/china-sept-export-growth-hits-5-month-low-global-demand-cools-2024-10-14/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Jobless Claims Are About to Skyrocket 907 907 Jobless Claims Are About to Skyrocket full a238e7e2-f850-4d02-9be4-4610e44f93d1 https://share.transistor.fm/s/26f3183b A big jump in jobless claims actually muddies the picture for the labor market. Meanwhile, consumer prices that many in the mainstream are claiming as sticky...are. But not for the reasons stated. We're seeing "sticky" prices in the technical sense, and that's not good. 

Eurodollar University's conversation w/Steve Van Metre 

Bloomberg Odd Lots Austan Goolsbee Explains the Fed’s Big Rate Cut
https://www.bloomberg.com/news/articles/2024-10-11/austan-goolsbee-explains-the-fed-s-big-rate-cut

Atlanta Fed Sticky Price CPI
https://www.atlantafed.org/research/inflationproject/stickyprice/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> A big jump in jobless claims actually muddies the picture for the labor market. Meanwhile, consumer prices that many in the mainstream are claiming as sticky...are. But not for the reasons stated. We're seeing "sticky" prices in the technical sense, and that's not good. 

Eurodollar University's conversation w/Steve Van Metre 

Bloomberg Odd Lots Austan Goolsbee Explains the Fed’s Big Rate Cut
https://www.bloomberg.com/news/articles/2024-10-11/austan-goolsbee-explains-the-fed-s-big-rate-cut

Atlanta Fed Sticky Price CPI
https://www.atlantafed.org/research/inflationproject/stickyprice/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 14 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1140 A big jump in jobless claims actually muddies the picture for the labor market. Meanwhile, consumer prices that many in the mainstream are claiming as sticky...are. But not for the reasons stated. We're seeing "sticky" prices in the technical sense, and that's not good. 

Eurodollar University's conversation w/Steve Van Metre 

Bloomberg Odd Lots Austan Goolsbee Explains the Fed’s Big Rate Cut
https://www.bloomberg.com/news/articles/2024-10-11/austan-goolsbee-explains-the-fed-s-big-rate-cut

Atlanta Fed Sticky Price CPI
https://www.atlantafed.org/research/inflationproject/stickyprice/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No India is PLUNGING and it’s Spreading to the Rest of the World 906 906 India is PLUNGING and it’s Spreading to the Rest of the World full 51ed20e8-64a8-443e-b3d9-3205efafaf8c https://share.transistor.fm/s/4b1b35de The world’s major growth engine the past few years is showing more and worsening signs of finally cracking, including its currency hitting a record low just today. I’m not talking about the US, obviously, nor is it sickly China. India. If India has stumbled, too, as the rupee suggests, then there might be no escaping globally synchronized. 

Eurodollar University's Money & Macro Analysis

Bloomberg India’s Industrial Output Declines For First Time in Two Years
https://www.bloomberg.com/news/articles/2024-10-11/india-s-industrial-output-declines-for-first-time-in-two-years?srnd=phx-economics-v2

S&P Global
https://www.spglobal.com/en/research-insights/special-reports/india-forward/indias-growing-role-in-the-global-economy

HSBC India Total sales growth softens as export gains diminish
https://www.pmi.spglobal.com/Public/Home/PressRelease/8b2aeb7799e44b899c2651b5732e0878

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The world’s major growth engine the past few years is showing more and worsening signs of finally cracking, including its currency hitting a record low just today. I’m not talking about the US, obviously, nor is it sickly China. India. If India has stumbled, too, as the rupee suggests, then there might be no escaping globally synchronized. 

Eurodollar University's Money & Macro Analysis

Bloomberg India’s Industrial Output Declines For First Time in Two Years
https://www.bloomberg.com/news/articles/2024-10-11/india-s-industrial-output-declines-for-first-time-in-two-years?srnd=phx-economics-v2

S&P Global
https://www.spglobal.com/en/research-insights/special-reports/india-forward/indias-growing-role-in-the-global-economy

HSBC India Total sales growth softens as export gains diminish
https://www.pmi.spglobal.com/Public/Home/PressRelease/8b2aeb7799e44b899c2651b5732e0878

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 13 Oct 2024 21:03:59 -0400 Jeff Snider Jeff Snider 1102 The world’s major growth engine the past few years is showing more and worsening signs of finally cracking, including its currency hitting a record low just today. I’m not talking about the US, obviously, nor is it sickly China. India. If India has stumbled, too, as the rupee suggests, then there might be no escaping globally synchronized. 

Eurodollar University's Money & Macro Analysis

Bloomberg India’s Industrial Output Declines For First Time in Two Years
https://www.bloomberg.com/news/articles/2024-10-11/india-s-industrial-output-declines-for-first-time-in-two-years?srnd=phx-economics-v2

S&P Global
https://www.spglobal.com/en/research-insights/special-reports/india-forward/indias-growing-role-in-the-global-economy

HSBC India Total sales growth softens as export gains diminish
https://www.pmi.spglobal.com/Public/Home/PressRelease/8b2aeb7799e44b899c2651b5732e0878

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Repo Data Exposes Major Trouble in the Banking System 905 905 BREAKING: Repo Data Exposes Major Trouble in the Banking System full acf573d1-ed2a-4f37-8e00-121362573910 https://share.transistor.fm/s/76ded149 There is a story brewing in repo. Fails have broken a long run trend and they did it in early August. Latest data from FRBNY says that's still the case. It fits with a bunch of other data as well as brings up the ongoing unwind in the real yen carry trade. Finally, behind all of it is US recession fears driving fails, collateral, Japan's withdrawal, and more. And you don't have to take my word for it; hear it (or read it) straight from a carry trader himself. 

Eurodollar University's Money & Macro Analysis

Bloomberg Mizuho Buys ‘Safe’ Assets on Risk That US Soft Landing Fails
https://www.bloomberg.com/news/articles/2024-10-08/mizuho-buys-safe-assets-to-cut-damage-if-us-soft-landing-fails?srnd=phx-economics-v2

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> There is a story brewing in repo. Fails have broken a long run trend and they did it in early August. Latest data from FRBNY says that's still the case. It fits with a bunch of other data as well as brings up the ongoing unwind in the real yen carry trade. Finally, behind all of it is US recession fears driving fails, collateral, Japan's withdrawal, and more. And you don't have to take my word for it; hear it (or read it) straight from a carry trader himself. 

Eurodollar University's Money & Macro Analysis

Bloomberg Mizuho Buys ‘Safe’ Assets on Risk That US Soft Landing Fails
https://www.bloomberg.com/news/articles/2024-10-08/mizuho-buys-safe-assets-to-cut-damage-if-us-soft-landing-fails?srnd=phx-economics-v2

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 11 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1906 There is a story brewing in repo. Fails have broken a long run trend and they did it in early August. Latest data from FRBNY says that's still the case. It fits with a bunch of other data as well as brings up the ongoing unwind in the real yen carry trade. Finally, behind all of it is US recession fears driving fails, collateral, Japan's withdrawal, and more. And you don't have to take my word for it; hear it (or read it) straight from a carry trader himself. 

Eurodollar University's Money & Macro Analysis

Bloomberg Mizuho Buys ‘Safe’ Assets on Risk That US Soft Landing Fails
https://www.bloomberg.com/news/articles/2024-10-08/mizuho-buys-safe-assets-to-cut-damage-if-us-soft-landing-fails?srnd=phx-economics-v2

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China is Bailing Out Their ENTIRE Banking System 904 904 China is Bailing Out Their ENTIRE Banking System full 8158d810-7e88-4b26-9108-259a02c63e86 https://share.transistor.fm/s/1986e8fa While everyone - especially in Chinese and China-related stocks - get caught up in last month's "stimulus" frenzy, the overlooked the only real news that came out of it. Very quietly, the country's top bank regulator just casually mentioned the government was gathering a trillion yuan to "recapitalize" China's biggest six banks. Yeah. Meanwhile, volatility has hit the previously insane equity surge. 

Eurodollar University's Money & Macro Analysis

***Eurodollar University's Fall Sale***
Discounts on all our subscriptions and memberships. If you want to know how all this stuff works, EDU has got you covered.
https://www.eurodollar.university

Bloomberg China to Add Capital at Big Banks for First Time in a Decade
https://www.bloomberg.com/news/articles/2024-09-24/china-to-boost-capital-at-mega-banks-for-first-time-in-a-decade

SCMP China weighs injecting US$142 billion of capital into top banks
https://www.scmp.com/business/china-business/article/3280008/china-weighs-injecting-us142-billion-capital-top-banks

Nikkei Asia China's state banks report more bad loans to hotels, restaurants and stores
https://asia.nikkei.com/Business/Finance/China-s-state-banks-report-more-bad-loans-to-hotels-restaurants-and-stores

Bloomberg China Markets Warn Xi That More Stimulus Is Needed to Fuel Rally
https://www.bloomberg.com/news/articles/2024-10-08/china-markets-warn-xi-that-more-stimulus-is-needed-to-fuel-rally

Twitter: https://twitter.com/JeffSnider_EDU

]]> While everyone - especially in Chinese and China-related stocks - get caught up in last month's "stimulus" frenzy, the overlooked the only real news that came out of it. Very quietly, the country's top bank regulator just casually mentioned the government was gathering a trillion yuan to "recapitalize" China's biggest six banks. Yeah. Meanwhile, volatility has hit the previously insane equity surge. 

Eurodollar University's Money & Macro Analysis

***Eurodollar University's Fall Sale***
Discounts on all our subscriptions and memberships. If you want to know how all this stuff works, EDU has got you covered.
https://www.eurodollar.university

Bloomberg China to Add Capital at Big Banks for First Time in a Decade
https://www.bloomberg.com/news/articles/2024-09-24/china-to-boost-capital-at-mega-banks-for-first-time-in-a-decade

SCMP China weighs injecting US$142 billion of capital into top banks
https://www.scmp.com/business/china-business/article/3280008/china-weighs-injecting-us142-billion-capital-top-banks

Nikkei Asia China's state banks report more bad loans to hotels, restaurants and stores
https://asia.nikkei.com/Business/Finance/China-s-state-banks-report-more-bad-loans-to-hotels-restaurants-and-stores

Bloomberg China Markets Warn Xi That More Stimulus Is Needed to Fuel Rally
https://www.bloomberg.com/news/articles/2024-10-08/china-markets-warn-xi-that-more-stimulus-is-needed-to-fuel-rally

Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 10 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1248 While everyone - especially in Chinese and China-related stocks - get caught up in last month's "stimulus" frenzy, the overlooked the only real news that came out of it. Very quietly, the country's top bank regulator just casually mentioned the government was gathering a trillion yuan to "recapitalize" China's biggest six banks. Yeah. Meanwhile, volatility has hit the previously insane equity surge. 

Eurodollar University's Money & Macro Analysis

***Eurodollar University's Fall Sale***
Discounts on all our subscriptions and memberships. If you want to know how all this stuff works, EDU has got you covered.
https://www.eurodollar.university

Bloomberg China to Add Capital at Big Banks for First Time in a Decade
https://www.bloomberg.com/news/articles/2024-09-24/china-to-boost-capital-at-mega-banks-for-first-time-in-a-decade

SCMP China weighs injecting US$142 billion of capital into top banks
https://www.scmp.com/business/china-business/article/3280008/china-weighs-injecting-us142-billion-capital-top-banks

Nikkei Asia China's state banks report more bad loans to hotels, restaurants and stores
https://asia.nikkei.com/Business/Finance/China-s-state-banks-report-more-bad-loans-to-hotels-restaurants-and-stores

Bloomberg China Markets Warn Xi That More Stimulus Is Needed to Fuel Rally
https://www.bloomberg.com/news/articles/2024-10-08/china-markets-warn-xi-that-more-stimulus-is-needed-to-fuel-rally

Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Credit Card Shutdowns Begin: The First Sign of Economic Collapse 903 903 Credit Card Shutdowns Begin: The First Sign of Economic Collapse full f4d461a6-30e1-4b74-a49a-186d2dd75f89 https://share.transistor.fm/s/908fdd2c Another recession warning and this one is related to brewing problems with unemployment. The September payroll report has put mainstream focus back on a soft- or no-landing scenario, but we've been there before not long ago. Meanwhile, apart from the unreliable payroll figure everything else continues to point to bigger trouble, including Americans who have stopped using their credit cards. 

Eurodollar University's Money & Macro Analysis

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ABC News Blockbuster jobs report flexes economic strength, defying Americans' lukewarm attitudes
https://abcnews.go.com/Business/blockbuster-jobs-report-flexes-economic-strength-defying-americans/story?id=108887637

Challenger, Gray & Christmas Job Cuts Flat in September 2024 from August; YTD Surpasses 2023
https://www.challengergray.com/blog/job-cuts-flat-in-september-2024-from-august-ytd-surpasses-2023/

Robert Shimer Reassessing the Ins and Outs of Unemployment
https://home.uchicago.edu/~shimer/wp/reassess.pdf

Twitter: https://twitter.com/JeffSnider_EDU

]]> Another recession warning and this one is related to brewing problems with unemployment. The September payroll report has put mainstream focus back on a soft- or no-landing scenario, but we've been there before not long ago. Meanwhile, apart from the unreliable payroll figure everything else continues to point to bigger trouble, including Americans who have stopped using their credit cards. 

Eurodollar University's Money & Macro Analysis

***EURODOLLAR UNIVERSITY FALL SALE***
Subscriptions and price information:
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ABC News Blockbuster jobs report flexes economic strength, defying Americans' lukewarm attitudes
https://abcnews.go.com/Business/blockbuster-jobs-report-flexes-economic-strength-defying-americans/story?id=108887637

Challenger, Gray & Christmas Job Cuts Flat in September 2024 from August; YTD Surpasses 2023
https://www.challengergray.com/blog/job-cuts-flat-in-september-2024-from-august-ytd-surpasses-2023/

Robert Shimer Reassessing the Ins and Outs of Unemployment
https://home.uchicago.edu/~shimer/wp/reassess.pdf

Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 09 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1121 Another recession warning and this one is related to brewing problems with unemployment. The September payroll report has put mainstream focus back on a soft- or no-landing scenario, but we've been there before not long ago. Meanwhile, apart from the unreliable payroll figure everything else continues to point to bigger trouble, including Americans who have stopped using their credit cards. 

Eurodollar University's Money & Macro Analysis

***EURODOLLAR UNIVERSITY FALL SALE***
Subscriptions and price information:
https://www.eurodollar.university

ABC News Blockbuster jobs report flexes economic strength, defying Americans' lukewarm attitudes
https://abcnews.go.com/Business/blockbuster-jobs-report-flexes-economic-strength-defying-americans/story?id=108887637

Challenger, Gray & Christmas Job Cuts Flat in September 2024 from August; YTD Surpasses 2023
https://www.challengergray.com/blog/job-cuts-flat-in-september-2024-from-august-ytd-surpasses-2023/

Robert Shimer Reassessing the Ins and Outs of Unemployment
https://home.uchicago.edu/~shimer/wp/reassess.pdf

Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Japan is CRASHING and it’s Spreading to the Rest of the World 902 902 Japan is CRASHING and it’s Spreading to the Rest of the World full 7f71f6cf-03ff-44ab-9500-d9fd0d708063 https://share.transistor.fm/s/05212e6d US economic weakness continues to show up outside the country as much as inside (last payroll estimate notwithstanding). Japan's government leading indicator just tanked, lowest value since 2020 and pointing to growing trouble in Japan. Same from Mexico and even according to one by JP Morgan. 

Eurodollar University's Money & Macro Analysis

Bloomberg Ueda Hints at Dovishness After New Prime Minister Urges Caution
https://www.bloomberg.com/news/articles/2024-10-02/ueda-hints-at-dovishness-after-new-prime-minister-urges-caution

S&P Global Mexico Manufacturing PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/5cbff538ec56483b8e9a77ce7c1c252e

JP Morgan Global Composite
https://www.pmi.spglobal.com/Public/Home/PressRelease/80a2d5d7d8554f7f909ba9ae30fd4016

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Twitter: https://twitter.com/JeffSnider_EDU

]]> US economic weakness continues to show up outside the country as much as inside (last payroll estimate notwithstanding). Japan's government leading indicator just tanked, lowest value since 2020 and pointing to growing trouble in Japan. Same from Mexico and even according to one by JP Morgan. 

Eurodollar University's Money & Macro Analysis

Bloomberg Ueda Hints at Dovishness After New Prime Minister Urges Caution
https://www.bloomberg.com/news/articles/2024-10-02/ueda-hints-at-dovishness-after-new-prime-minister-urges-caution

S&P Global Mexico Manufacturing PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/5cbff538ec56483b8e9a77ce7c1c252e

JP Morgan Global Composite
https://www.pmi.spglobal.com/Public/Home/PressRelease/80a2d5d7d8554f7f909ba9ae30fd4016

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]]> Tue, 08 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1067 US economic weakness continues to show up outside the country as much as inside (last payroll estimate notwithstanding). Japan's government leading indicator just tanked, lowest value since 2020 and pointing to growing trouble in Japan. Same from Mexico and even according to one by JP Morgan. 

Eurodollar University's Money & Macro Analysis

Bloomberg Ueda Hints at Dovishness After New Prime Minister Urges Caution
https://www.bloomberg.com/news/articles/2024-10-02/ueda-hints-at-dovishness-after-new-prime-minister-urges-caution

S&P Global Mexico Manufacturing PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/5cbff538ec56483b8e9a77ce7c1c252e

JP Morgan Global Composite
https://www.pmi.spglobal.com/Public/Home/PressRelease/80a2d5d7d8554f7f909ba9ae30fd4016

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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The "Profound" Impact of Rate Cuts Have BEGUN 901 901 The "Profound" Impact of Rate Cuts Have BEGUN full ae4d3597-92e8-487d-85ce-bb7059f13a3b https://share.transistor.fm/s/5a5a34dd September's payroll estimate soared WAY above expectations. Is it a Fed miracle? This isn't the first time this has happened; in fact, each of the last two times the FOMC began cutting rates met eerily similar results. Steve and I talk about what those were and why, also why that means everything right now. 

Eurodollar University's conversation w/Steve Van Metre

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September 2024 Payroll Report
https://www.bls.gov/news.release/empsit.nr0.htm

Twitter: https://twitter.com/JeffSnider_EDU

]]> September's payroll estimate soared WAY above expectations. Is it a Fed miracle? This isn't the first time this has happened; in fact, each of the last two times the FOMC began cutting rates met eerily similar results. Steve and I talk about what those were and why, also why that means everything right now. 

Eurodollar University's conversation w/Steve Van Metre

***EURODOLLAR UNIVERSITY FALL SALE***
Best subscription prices on the Deep Dive Analysis, Daily Briefing, and EDU membership. 
https://www.eurodollar.university

September 2024 Payroll Report
https://www.bls.gov/news.release/empsit.nr0.htm

Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 07 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1107 September's payroll estimate soared WAY above expectations. Is it a Fed miracle? This isn't the first time this has happened; in fact, each of the last two times the FOMC began cutting rates met eerily similar results. Steve and I talk about what those were and why, also why that means everything right now. 

Eurodollar University's conversation w/Steve Van Metre

***EURODOLLAR UNIVERSITY FALL SALE***
Best subscription prices on the Deep Dive Analysis, Daily Briefing, and EDU membership. 
https://www.eurodollar.university

September 2024 Payroll Report
https://www.bls.gov/news.release/empsit.nr0.htm

Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No How Fed Rate Cuts Actually Affect Interest Rates (What to Expect) 900 900 How Fed Rate Cuts Actually Affect Interest Rates (What to Expect) full e34cf75b-1698-4610-b6ca-90fc4ba29b6c https://share.transistor.fm/s/84b7f46f The bond rally is now one year old and it finally got to the point where central banks - including the Fed - are getting out of the way. Now that the market got what it "wants", there's no stopping it, right? Not quite. Nothing ever goes in a straight line, starting with policy pivots. The market will always surprise you. 

***EURODOLLAR UNIVERSITY FALL SALE***
https://www.eurodollar.university

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU

]]> The bond rally is now one year old and it finally got to the point where central banks - including the Fed - are getting out of the way. Now that the market got what it "wants", there's no stopping it, right? Not quite. Nothing ever goes in a straight line, starting with policy pivots. The market will always surprise you. 

***EURODOLLAR UNIVERSITY FALL SALE***
https://www.eurodollar.university

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 06 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1107 The bond rally is now one year old and it finally got to the point where central banks - including the Fed - are getting out of the way. Now that the market got what it "wants", there's no stopping it, right? Not quite. Nothing ever goes in a straight line, starting with policy pivots. The market will always surprise you. 

***EURODOLLAR UNIVERSITY FALL SALE***
https://www.eurodollar.university

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Phase 2 of the Global Recession has Begun 899 899 Phase 2 of the Global Recession has Begun full 98248e66-cbf1-40f2-970a-a1b8f93a4801 https://share.transistor.fm/s/51b19812 There are several ways to know that the second phase for the global recession has started. While there is never a clear demarcation between any stages or just recession, for that matter, there are telltale signs and we are getting them bigtime. Summer keeps showing up as full of warnings, including one that explains everything from the economy to central bankers' increasingly panicking reaction to it. 

Eurodollar University's Money & Macro Analysis

Bloomberg ECB Can’t Ignore Headwinds to Economic Growth, Schnabel Says
https://www.bloomberg.com/news/articles/2024-10-02/ecb-can-t-ignore-headwinds-to-economic-growth-schnabel-says

Bloomberg ECB Momentum for an October Rate Cut Is Looking Unstoppable
https://www.bloomberg.com/news/articles/2024-10-02/ecb-momentum-for-an-october-rate-cut-is-looking-unstoppable

Bloomberg ECB Should Proceed Cautiously With Rate Cuts, Schnabel Warns
https://www.bloomberg.com/news/articles/2024-08-30/ecb-should-proceed-cautiously-with-rate-cuts-schnabel-warns

Nikkei Transcript: ECB board member Isabel Schnabel speaks with Nikkei
https://asia.nikkei.com/Editor-s-Picks/Interview/Transcript-ECB-board-member-Isabel-Schnabel-speaks-with-Nikkei

FT Lower borrowing costs risk ‘flare-up’ of inflation, warns ECB policymaker
https://www.ft.com/content/bdf3bb86-8a80-4bd5-b562-0c3c47f85f50

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> There are several ways to know that the second phase for the global recession has started. While there is never a clear demarcation between any stages or just recession, for that matter, there are telltale signs and we are getting them bigtime. Summer keeps showing up as full of warnings, including one that explains everything from the economy to central bankers' increasingly panicking reaction to it. 

Eurodollar University's Money & Macro Analysis

Bloomberg ECB Can’t Ignore Headwinds to Economic Growth, Schnabel Says
https://www.bloomberg.com/news/articles/2024-10-02/ecb-can-t-ignore-headwinds-to-economic-growth-schnabel-says

Bloomberg ECB Momentum for an October Rate Cut Is Looking Unstoppable
https://www.bloomberg.com/news/articles/2024-10-02/ecb-momentum-for-an-october-rate-cut-is-looking-unstoppable

Bloomberg ECB Should Proceed Cautiously With Rate Cuts, Schnabel Warns
https://www.bloomberg.com/news/articles/2024-08-30/ecb-should-proceed-cautiously-with-rate-cuts-schnabel-warns

Nikkei Transcript: ECB board member Isabel Schnabel speaks with Nikkei
https://asia.nikkei.com/Editor-s-Picks/Interview/Transcript-ECB-board-member-Isabel-Schnabel-speaks-with-Nikkei

FT Lower borrowing costs risk ‘flare-up’ of inflation, warns ECB policymaker
https://www.ft.com/content/bdf3bb86-8a80-4bd5-b562-0c3c47f85f50

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 04 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1186 There are several ways to know that the second phase for the global recession has started. While there is never a clear demarcation between any stages or just recession, for that matter, there are telltale signs and we are getting them bigtime. Summer keeps showing up as full of warnings, including one that explains everything from the economy to central bankers' increasingly panicking reaction to it. 

Eurodollar University's Money & Macro Analysis

Bloomberg ECB Can’t Ignore Headwinds to Economic Growth, Schnabel Says
https://www.bloomberg.com/news/articles/2024-10-02/ecb-can-t-ignore-headwinds-to-economic-growth-schnabel-says

Bloomberg ECB Momentum for an October Rate Cut Is Looking Unstoppable
https://www.bloomberg.com/news/articles/2024-10-02/ecb-momentum-for-an-october-rate-cut-is-looking-unstoppable

Bloomberg ECB Should Proceed Cautiously With Rate Cuts, Schnabel Warns
https://www.bloomberg.com/news/articles/2024-08-30/ecb-should-proceed-cautiously-with-rate-cuts-schnabel-warns

Nikkei Transcript: ECB board member Isabel Schnabel speaks with Nikkei
https://asia.nikkei.com/Editor-s-Picks/Interview/Transcript-ECB-board-member-Isabel-Schnabel-speaks-with-Nikkei

FT Lower borrowing costs risk ‘flare-up’ of inflation, warns ECB policymaker
https://www.ft.com/content/bdf3bb86-8a80-4bd5-b562-0c3c47f85f50

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won't Believe What The Bank Of Japan Just Did 898 898 You Won't Believe What The Bank Of Japan Just Did full d8eae826-9f50-4cc5-9794-df5a8648f146 https://share.transistor.fm/s/d363aa37 The Bank of Japan's very recent change of heart has apparently been strong enough to do the same for incoming Prime Minister Shigeru Ishiba. Sounding aggressively hawkish where it came to interest rates just last week after his surprise ascent, suddenly he's completely changed his tune. Why? The answer can be found in another record low for a highly critical US$ market. 

Eurodollar University's Money & Macro Analysis

Bloomberg Ueda Keeps Rate Hikes in Play, Talks Down BOJ’s Part in Meltdown
https://www.bloomberg.com/news/articles/2024-08-23/boj-s-ueda-still-plans-to-hike-rates-if-economy-meets-outlook

Bloomberg Ueda Reiterates That BOJ Will Lift Rates If Outlook Realized
https://www.bloomberg.com/news/articles/2024-09-03/boj-ueda-reiterates-stance-of-lifting-rates-if-outlook-realized

The New York Times Stocks in Japan Tumble After Party’s Election of New Prime Minister
https://www.nytimes.com/2024/09/29/business/japan-stocks-nikkei-shigeru-ishiba.html

CNBC Here’s why Japan’s stocks are plunging after Shigeru Ishiba’s win
https://www.cnbc.com/2024/09/30/heres-why-japans-stocks-are-plunging-after-shigeru-ishibas-win.html

BNN Bloomberg Ishiba Ally Sends Signal to Warn BOJ Against Rate Hike Too Soon
https://www.bnnbloomberg.ca/business/international/2024/10/02/japans-ishiba-isnt-necessarily-pro-boj-hike-new-minister-says/

Bloomberg Japan’s Ishiba Rules Out BOJ Interest Rate Hikes For Now
https://www.bloomberg.com/news/articles/2024-10-02/boj-s-ueda-briefs-new-pm-ishiba-on-market-developments

Bloomberg Ueda Hints at Dovishness After New Prime Minister Urges Caution
https://www.bloomberg.com/news/articles/2024-10-02/ueda-hints-at-dovishness-after-new-prime-minister-urges-caution

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Bank of Japan's very recent change of heart has apparently been strong enough to do the same for incoming Prime Minister Shigeru Ishiba. Sounding aggressively hawkish where it came to interest rates just last week after his surprise ascent, suddenly he's completely changed his tune. Why? The answer can be found in another record low for a highly critical US$ market. 

Eurodollar University's Money & Macro Analysis

Bloomberg Ueda Keeps Rate Hikes in Play, Talks Down BOJ’s Part in Meltdown
https://www.bloomberg.com/news/articles/2024-08-23/boj-s-ueda-still-plans-to-hike-rates-if-economy-meets-outlook

Bloomberg Ueda Reiterates That BOJ Will Lift Rates If Outlook Realized
https://www.bloomberg.com/news/articles/2024-09-03/boj-ueda-reiterates-stance-of-lifting-rates-if-outlook-realized

The New York Times Stocks in Japan Tumble After Party’s Election of New Prime Minister
https://www.nytimes.com/2024/09/29/business/japan-stocks-nikkei-shigeru-ishiba.html

CNBC Here’s why Japan’s stocks are plunging after Shigeru Ishiba’s win
https://www.cnbc.com/2024/09/30/heres-why-japans-stocks-are-plunging-after-shigeru-ishibas-win.html

BNN Bloomberg Ishiba Ally Sends Signal to Warn BOJ Against Rate Hike Too Soon
https://www.bnnbloomberg.ca/business/international/2024/10/02/japans-ishiba-isnt-necessarily-pro-boj-hike-new-minister-says/

Bloomberg Japan’s Ishiba Rules Out BOJ Interest Rate Hikes For Now
https://www.bloomberg.com/news/articles/2024-10-02/boj-s-ueda-briefs-new-pm-ishiba-on-market-developments

Bloomberg Ueda Hints at Dovishness After New Prime Minister Urges Caution
https://www.bloomberg.com/news/articles/2024-10-02/ueda-hints-at-dovishness-after-new-prime-minister-urges-caution

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 03 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1112 The Bank of Japan's very recent change of heart has apparently been strong enough to do the same for incoming Prime Minister Shigeru Ishiba. Sounding aggressively hawkish where it came to interest rates just last week after his surprise ascent, suddenly he's completely changed his tune. Why? The answer can be found in another record low for a highly critical US$ market. 

Eurodollar University's Money & Macro Analysis

Bloomberg Ueda Keeps Rate Hikes in Play, Talks Down BOJ’s Part in Meltdown
https://www.bloomberg.com/news/articles/2024-08-23/boj-s-ueda-still-plans-to-hike-rates-if-economy-meets-outlook

Bloomberg Ueda Reiterates That BOJ Will Lift Rates If Outlook Realized
https://www.bloomberg.com/news/articles/2024-09-03/boj-ueda-reiterates-stance-of-lifting-rates-if-outlook-realized

The New York Times Stocks in Japan Tumble After Party’s Election of New Prime Minister
https://www.nytimes.com/2024/09/29/business/japan-stocks-nikkei-shigeru-ishiba.html

CNBC Here’s why Japan’s stocks are plunging after Shigeru Ishiba’s win
https://www.cnbc.com/2024/09/30/heres-why-japans-stocks-are-plunging-after-shigeru-ishibas-win.html

BNN Bloomberg Ishiba Ally Sends Signal to Warn BOJ Against Rate Hike Too Soon
https://www.bnnbloomberg.ca/business/international/2024/10/02/japans-ishiba-isnt-necessarily-pro-boj-hike-new-minister-says/

Bloomberg Japan’s Ishiba Rules Out BOJ Interest Rate Hikes For Now
https://www.bloomberg.com/news/articles/2024-10-02/boj-s-ueda-briefs-new-pm-ishiba-on-market-developments

Bloomberg Ueda Hints at Dovishness After New Prime Minister Urges Caution
https://www.bloomberg.com/news/articles/2024-10-02/ueda-hints-at-dovishness-after-new-prime-minister-urges-caution

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Holy Sh*t! Jobs Have Completely Stopped Hiring 897 897 Holy Sh*t! Jobs Have Completely Stopped Hiring full 4bcc6d6c-0df7-475e-a0c0-472fcbf56300 https://share.transistor.fm/s/ae175868 Jay Powell again reiterated that he believes the economy is "on solid footing." The most recent data on the labor market shows he's either wrong or lying. There is no equivocating these latest estimates in which hiring has collapsed. As if that wasn't enough, it was backed up by other sources. All of it pointing to summertime being the time for recession. It's all about hiring, and that has all but disappeared. 

Eurodollar University's Money & Macro Analysis

Bloomberg Powell Says Fed Not in a Hurry, Will Lower Rates ‘Over Time’
https://www.bloomberg.com/news/articles/2024-09-30/powell-says-fed-will-move-over-time-to-more-neutral-stance

Bloomberg Fed’s Goolsbee Sees ‘Many More’ Rate Cuts Over the Next Year
https://www.bloomberg.com/news/articles/2024-09-23/fed-s-goolsbee-sees-many-more-rate-cuts-over-the-next-year

CNN A sign of strength in the labor market: Job openings increased in August
https://www.cnn.com/2024/10/01/economy/us-jolts-job-openings-layoffs-august/index.html

ISM September 2024 Manufacturing ISM Report On Business
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/september/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Jay Powell again reiterated that he believes the economy is "on solid footing." The most recent data on the labor market shows he's either wrong or lying. There is no equivocating these latest estimates in which hiring has collapsed. As if that wasn't enough, it was backed up by other sources. All of it pointing to summertime being the time for recession. It's all about hiring, and that has all but disappeared. 

Eurodollar University's Money & Macro Analysis

Bloomberg Powell Says Fed Not in a Hurry, Will Lower Rates ‘Over Time’
https://www.bloomberg.com/news/articles/2024-09-30/powell-says-fed-will-move-over-time-to-more-neutral-stance

Bloomberg Fed’s Goolsbee Sees ‘Many More’ Rate Cuts Over the Next Year
https://www.bloomberg.com/news/articles/2024-09-23/fed-s-goolsbee-sees-many-more-rate-cuts-over-the-next-year

CNN A sign of strength in the labor market: Job openings increased in August
https://www.cnn.com/2024/10/01/economy/us-jolts-job-openings-layoffs-august/index.html

ISM September 2024 Manufacturing ISM Report On Business
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/september/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 02 Oct 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1130 Jay Powell again reiterated that he believes the economy is "on solid footing." The most recent data on the labor market shows he's either wrong or lying. There is no equivocating these latest estimates in which hiring has collapsed. As if that wasn't enough, it was backed up by other sources. All of it pointing to summertime being the time for recession. It's all about hiring, and that has all but disappeared. 

Eurodollar University's Money & Macro Analysis

Bloomberg Powell Says Fed Not in a Hurry, Will Lower Rates ‘Over Time’
https://www.bloomberg.com/news/articles/2024-09-30/powell-says-fed-will-move-over-time-to-more-neutral-stance

Bloomberg Fed’s Goolsbee Sees ‘Many More’ Rate Cuts Over the Next Year
https://www.bloomberg.com/news/articles/2024-09-23/fed-s-goolsbee-sees-many-more-rate-cuts-over-the-next-year

CNN A sign of strength in the labor market: Job openings increased in August
https://www.cnn.com/2024/10/01/economy/us-jolts-job-openings-layoffs-august/index.html

ISM September 2024 Manufacturing ISM Report On Business
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/september/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Car Market Collapse Sends Major Warning to the Economy 896 896 Car Market Collapse Sends Major Warning to the Economy full 91f98f0e-c2ba-41ec-87f3-84a1c7f49b13 https://share.transistor.fm/s/87a8cb27 Car stocks got clobbered as the global auto industry is heading for a major fall. There was a flood of announcements from carmakers all over the world this weekend as carmakers are facing very difficult choices. The fallout from the growing reverse will be profound given how important a rising auto market had been up to now. 

Eurodollar University's Money & Macro Analysis

Stellantis Updates 2024 Financial Guidance
https://www.globenewswire.com/news-release/2024/09/30/2954870/0/en/Stellantis-Updates-2024-Financial-Guidance.html

Bloomberg Stellantis Cuts Forecasts in Further Blow to Besieged Carmakers
https://www.bloomberg.com/news/articles/2024-09-30/stellantis-cuts-2024-forecast-on-costs-for-us-global-slowdown

Dow Jones Aston Martin shares fall 25% after warning blamed on supply disruptions, China
https://www.morningstar.com/news/marketwatch/2024093033/aston-martin-shares-fall-25-after-warning-blamed-on-supply-disruptions-china

Volkswagen AG updates its forecast for the 2024 financial year
https://www.volkswagen-group.com/en/ad-hoc/volkswagen-ag-updates-its-forecast-for-the-2024-financial-year-18698

The Guardian Volkswagen has ‘a year, maybe two to turn around’, financial chief warns
https://www.theguardian.com/business/article/2024/sep/04/volkswagen-has-a-year-maybe-two-to-turn-around-financial-chief-warns

Bloomberg VW’s Second Profit Warning Exposes a Carmaker in Decline
https://www.bloomberg.com/news/articles/2024-09-30/volkswagen-s-second-profit-warning-exposes-a-carmaker-in-decline

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Car stocks got clobbered as the global auto industry is heading for a major fall. There was a flood of announcements from carmakers all over the world this weekend as carmakers are facing very difficult choices. The fallout from the growing reverse will be profound given how important a rising auto market had been up to now. 

Eurodollar University's Money & Macro Analysis

Stellantis Updates 2024 Financial Guidance
https://www.globenewswire.com/news-release/2024/09/30/2954870/0/en/Stellantis-Updates-2024-Financial-Guidance.html

Bloomberg Stellantis Cuts Forecasts in Further Blow to Besieged Carmakers
https://www.bloomberg.com/news/articles/2024-09-30/stellantis-cuts-2024-forecast-on-costs-for-us-global-slowdown

Dow Jones Aston Martin shares fall 25% after warning blamed on supply disruptions, China
https://www.morningstar.com/news/marketwatch/2024093033/aston-martin-shares-fall-25-after-warning-blamed-on-supply-disruptions-china

Volkswagen AG updates its forecast for the 2024 financial year
https://www.volkswagen-group.com/en/ad-hoc/volkswagen-ag-updates-its-forecast-for-the-2024-financial-year-18698

The Guardian Volkswagen has ‘a year, maybe two to turn around’, financial chief warns
https://www.theguardian.com/business/article/2024/sep/04/volkswagen-has-a-year-maybe-two-to-turn-around-financial-chief-warns

Bloomberg VW’s Second Profit Warning Exposes a Carmaker in Decline
https://www.bloomberg.com/news/articles/2024-09-30/volkswagen-s-second-profit-warning-exposes-a-carmaker-in-decline

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 01 Oct 2024 10:13:24 -0400 Jeff Snider Jeff Snider 1080 Car stocks got clobbered as the global auto industry is heading for a major fall. There was a flood of announcements from carmakers all over the world this weekend as carmakers are facing very difficult choices. The fallout from the growing reverse will be profound given how important a rising auto market had been up to now. 

Eurodollar University's Money & Macro Analysis

Stellantis Updates 2024 Financial Guidance
https://www.globenewswire.com/news-release/2024/09/30/2954870/0/en/Stellantis-Updates-2024-Financial-Guidance.html

Bloomberg Stellantis Cuts Forecasts in Further Blow to Besieged Carmakers
https://www.bloomberg.com/news/articles/2024-09-30/stellantis-cuts-2024-forecast-on-costs-for-us-global-slowdown

Dow Jones Aston Martin shares fall 25% after warning blamed on supply disruptions, China
https://www.morningstar.com/news/marketwatch/2024093033/aston-martin-shares-fall-25-after-warning-blamed-on-supply-disruptions-china

Volkswagen AG updates its forecast for the 2024 financial year
https://www.volkswagen-group.com/en/ad-hoc/volkswagen-ag-updates-its-forecast-for-the-2024-financial-year-18698

The Guardian Volkswagen has ‘a year, maybe two to turn around’, financial chief warns
https://www.theguardian.com/business/article/2024/sep/04/volkswagen-has-a-year-maybe-two-to-turn-around-financial-chief-warns

Bloomberg VW’s Second Profit Warning Exposes a Carmaker in Decline
https://www.bloomberg.com/news/articles/2024-09-30/volkswagen-s-second-profit-warning-exposes-a-carmaker-in-decline

https://www.eurodollar.university
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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Is The Election Holding The Economy Back (Answer May Shock You)Now that everyone is coming to grips with economic weakness, particularly where it comes to employment conditions, understanding the high potential for a lot more or worse, people are trying to figure out where it is coming from therefore what might be done to turn it all around. Did the Fed break the economy? Are employers worried about the next President? Eurodollar University's conversation w/Steve Van Metre https://www.eurodollar.university Twitter: https://twitter.com/JeffSnider_EDU 895 895 Is The Election Holding The Economy Back (Answer May Shock You)Now that everyone is coming to grips with economic weakness, particularly where it comes to employment conditions, understanding the high potential for a lot more or worse, people are trying to figure out where it is coming from therefore what might be done to turn it all around. Did the Fed break the economy? Are employers worried about the next President? Eurodollar University's conversation w/Steve Van Metre https://www.eurodollar.university Twitter: https://twitter.com/JeffSnider_EDU full d1ce597d-0156-4b6e-b004-dacd0cbc698a https://share.transistor.fm/s/0083cdfb Now that everyone is coming to grips with economic weakness, particularly where it comes to employment conditions, understanding the high potential for a lot more or worse, people are trying to figure out where it is coming from therefore what might be done to turn it all around. Did the Fed break the economy? Are employers worried about the next President? 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Now that everyone is coming to grips with economic weakness, particularly where it comes to employment conditions, understanding the high potential for a lot more or worse, people are trying to figure out where it is coming from therefore what might be done to turn it all around. Did the Fed break the economy? Are employers worried about the next President? 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 30 Sep 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1066 Now that everyone is coming to grips with economic weakness, particularly where it comes to employment conditions, understanding the high potential for a lot more or worse, people are trying to figure out where it is coming from therefore what might be done to turn it all around. Did the Fed break the economy? Are employers worried about the next President? 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No People are Desperately Losing Hope in the Labor Market 894 894 People are Desperately Losing Hope in the Labor Market full 32f9fd12-5dc5-4f0f-845b-2dd4d3c8d233 https://share.transistor.fm/s/329b9523 Americans continue to say they're alarmed about job prospects. That's what consumer confidence is truly about, not consumer spending. Workers see and understand labor market shifts before they show up in the major data sources. The latest income data show there is every reason to believe what consumers are seeing. 

Eurodollar University's Money & Macro Analysis

Conference Board September 2024
https://www.conference-board.org/topics/consumer-confidence/press/CCI-Sep-2024

FRBNY Consumer Confidence: A Useful Indicator of . . . the Labor Market?
https://libertystreeteconomics.newyorkfed.org/2013/09/consumer-confidence-a-useful-indicator-of-the-labor-market/

FRBNY Survey of Consumer Expectations
https://www.newyorkfed.org/microeconomics/sce#/earnuncert-1

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Americans continue to say they're alarmed about job prospects. That's what consumer confidence is truly about, not consumer spending. Workers see and understand labor market shifts before they show up in the major data sources. The latest income data show there is every reason to believe what consumers are seeing. 

Eurodollar University's Money & Macro Analysis

Conference Board September 2024
https://www.conference-board.org/topics/consumer-confidence/press/CCI-Sep-2024

FRBNY Consumer Confidence: A Useful Indicator of . . . the Labor Market?
https://libertystreeteconomics.newyorkfed.org/2013/09/consumer-confidence-a-useful-indicator-of-the-labor-market/

FRBNY Survey of Consumer Expectations
https://www.newyorkfed.org/microeconomics/sce#/earnuncert-1

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 29 Sep 2024 19:00:00 -0400 Jeff Snider Jeff Snider 1095 Americans continue to say they're alarmed about job prospects. That's what consumer confidence is truly about, not consumer spending. Workers see and understand labor market shifts before they show up in the major data sources. The latest income data show there is every reason to believe what consumers are seeing. 

Eurodollar University's Money & Macro Analysis

Conference Board September 2024
https://www.conference-board.org/topics/consumer-confidence/press/CCI-Sep-2024

FRBNY Consumer Confidence: A Useful Indicator of . . . the Labor Market?
https://libertystreeteconomics.newyorkfed.org/2013/09/consumer-confidence-a-useful-indicator-of-the-labor-market/

FRBNY Survey of Consumer Expectations
https://www.newyorkfed.org/microeconomics/sce#/earnuncert-1

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: China Stimulus Changes Everything (Or Does it?) 893 893 BREAKING: China Stimulus Changes Everything (Or Does it?) full 3f1d97a9-7d44-4667-ab6d-8255a0153cad https://share.transistor.fm/s/a8f22296 Not content to leave it with the PBOC's Oprah-fest of rate cutting, China's central authorities announced what's being called a massive stimulus push. The response has been near-euphoria in Chinese and other stocks, but the opposite in more crucial markets and places. All the more curious given how much other "stimulus" is being offered around the world, central bank rate cuts that are accelerating. 

Eurodollar University's Money & Macro Analysis

The Political Bureau of the CPC Central Committee held a meeting to analyze and study the current economic situation and economic work.
https://www.gov.cn/yaowen/liebiao/202409/content_6976686.htm

Reuters Exclusive: China to issue $284 billion of sovereign debt this year to help revive economy
https://www.reuters.com/markets/asia/china-issue-284-bln-sovereign-debt-this-year-help-revive-economy-sources-say-2024-09-26/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Not content to leave it with the PBOC's Oprah-fest of rate cutting, China's central authorities announced what's being called a massive stimulus push. The response has been near-euphoria in Chinese and other stocks, but the opposite in more crucial markets and places. All the more curious given how much other "stimulus" is being offered around the world, central bank rate cuts that are accelerating. 

Eurodollar University's Money & Macro Analysis

The Political Bureau of the CPC Central Committee held a meeting to analyze and study the current economic situation and economic work.
https://www.gov.cn/yaowen/liebiao/202409/content_6976686.htm

Reuters Exclusive: China to issue $284 billion of sovereign debt this year to help revive economy
https://www.reuters.com/markets/asia/china-issue-284-bln-sovereign-debt-this-year-help-revive-economy-sources-say-2024-09-26/

https://www.eurodollar.university
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]]> Fri, 27 Sep 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1169 Not content to leave it with the PBOC's Oprah-fest of rate cutting, China's central authorities announced what's being called a massive stimulus push. The response has been near-euphoria in Chinese and other stocks, but the opposite in more crucial markets and places. All the more curious given how much other "stimulus" is being offered around the world, central bank rate cuts that are accelerating. 

Eurodollar University's Money & Macro Analysis

The Political Bureau of the CPC Central Committee held a meeting to analyze and study the current economic situation and economic work.
https://www.gov.cn/yaowen/liebiao/202409/content_6976686.htm

Reuters Exclusive: China to issue $284 billion of sovereign debt this year to help revive economy
https://www.reuters.com/markets/asia/china-issue-284-bln-sovereign-debt-this-year-help-revive-economy-sources-say-2024-09-26/

https://www.eurodollar.university
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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global Yield Curves Are Un-Inverting, Here's What You Need to Know 892 892 Global Yield Curves Are Un-Inverting, Here's What You Need to Know full f90564e9-a082-4ab8-915c-1486ade09839 https://share.transistor.fm/s/7d4f8f06 It's not just USTs. Rates are falling all over the world faster in shorter maturities than long. That means a global wave of un-inversions and bull steepening right as more and more central banks plan to accelerate their own rate cutting. All of it for the same reason. Globally synchronized.

***CHECK OUT EURODOLLAR UNIVERSITY's FALL SALE***
https://www.eurodollar.university

Eurodollar University's Money & Macro Analysis

NBB Is a recession imminent? The signal of the yield curve
https://www.nbb.be/doc/ts/publications/economicreview/2019/ecorevi2019_h4.pdf

Bloomberg Riksbank Cuts Rate Again and Opens Door to Half-Point Move
https://www.bloomberg.com/news/articles/2024-09-25/riksbank-cuts-rate-a-quarter-point-and-opens-door-to-bigger-move

]]> It's not just USTs. Rates are falling all over the world faster in shorter maturities than long. That means a global wave of un-inversions and bull steepening right as more and more central banks plan to accelerate their own rate cutting. All of it for the same reason. Globally synchronized.

***CHECK OUT EURODOLLAR UNIVERSITY's FALL SALE***
https://www.eurodollar.university

Eurodollar University's Money & Macro Analysis

NBB Is a recession imminent? The signal of the yield curve
https://www.nbb.be/doc/ts/publications/economicreview/2019/ecorevi2019_h4.pdf

Bloomberg Riksbank Cuts Rate Again and Opens Door to Half-Point Move
https://www.bloomberg.com/news/articles/2024-09-25/riksbank-cuts-rate-a-quarter-point-and-opens-door-to-bigger-move

]]> Thu, 26 Sep 2024 10:03:35 -0400 Jeff Snider Jeff Snider 1101 It's not just USTs. Rates are falling all over the world faster in shorter maturities than long. That means a global wave of un-inversions and bull steepening right as more and more central banks plan to accelerate their own rate cutting. All of it for the same reason. Globally synchronized.

***CHECK OUT EURODOLLAR UNIVERSITY's FALL SALE***
https://www.eurodollar.university

Eurodollar University's Money & Macro Analysis

NBB Is a recession imminent? The signal of the yield curve
https://www.nbb.be/doc/ts/publications/economicreview/2019/ecorevi2019_h4.pdf

Bloomberg Riksbank Cuts Rate Again and Opens Door to Half-Point Move
https://www.bloomberg.com/news/articles/2024-09-25/riksbank-cuts-rate-a-quarter-point-and-opens-door-to-bigger-move

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China Is Desperately Cutting Rates—is this the Start of a Global Crisis 891 891 China Is Desperately Cutting Rates—is this the Start of a Global Crisis full aa8f98f6-2dcd-43b2-b87b-7147b35c71e4 https://share.transistor.fm/s/2dc00018 Chinese authorities held a surprise press conference early this morning where PBOC Governor Pan Gongsheng did his best Oprah Winfrey impression handing out rate cuts to practically everyone. All that does is further expose the gravity of the situation: the more the central bank or any authority does, the worse you know it is since rate cuts never work. China just announced a lot of them. 

Eurodollar University's Money & Macro Analysis

Bloomberg China Unleashes Stimulus Package to Revive Economy, Markets
https://www.bloomberg.com/news/articles/2024-09-24/china-frees-banks-to-lend-more-cuts-key-interest-rate

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Chinese authorities held a surprise press conference early this morning where PBOC Governor Pan Gongsheng did his best Oprah Winfrey impression handing out rate cuts to practically everyone. All that does is further expose the gravity of the situation: the more the central bank or any authority does, the worse you know it is since rate cuts never work. China just announced a lot of them. 

Eurodollar University's Money & Macro Analysis

Bloomberg China Unleashes Stimulus Package to Revive Economy, Markets
https://www.bloomberg.com/news/articles/2024-09-24/china-frees-banks-to-lend-more-cuts-key-interest-rate

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 25 Sep 2024 09:33:35 -0400 Jeff Snider Jeff Snider 1114 Chinese authorities held a surprise press conference early this morning where PBOC Governor Pan Gongsheng did his best Oprah Winfrey impression handing out rate cuts to practically everyone. All that does is further expose the gravity of the situation: the more the central bank or any authority does, the worse you know it is since rate cuts never work. China just announced a lot of them. 

Eurodollar University's Money & Macro Analysis

Bloomberg China Unleashes Stimulus Package to Revive Economy, Markets
https://www.bloomberg.com/news/articles/2024-09-24/china-frees-banks-to-lend-more-cuts-key-interest-rate

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Europe's Disaster Is About To Spread To The World 890 890 Europe's Disaster Is About To Spread To The World full be79e113-5d63-4a0f-8518-3a6a21069097 https://share.transistor.fm/s/77b88298 More confirmation that recession is coming back with a vengeance in Europe. The latest data indicates the dangers this time around including jobs and layoffs. This situation in Europe is hardly unique. This is why central bankers are out in force downplaying their own rate cuts; to the point a few policymakers are outright lying why they voted for them.  

Eurodollar University's Money & Macro Analysis

Bloomberg Fed’s Waller Says Slowing Inflation Led Him to Support Large Rate Cut
https://www.bloomberg.com/news/articles/2024-09-20/waller-says-slowing-inflation-led-him-to-support-large-rate-cut

Bloomberg Fed’s Kashkari Says Interest-Rate Hikes Not Entirely Ruled Out
https://www.bloomberg.com/news/articles/2024-05-28/fed-s-kashkari-says-rate-hike-not-entirely-ruled-out

Bloomberg Fed’s Neel Kashkari Expects Two Quarter-Point Cuts Before Year’s End
https://www.bloomberg.com/news/articles/2024-09-23/neel-kashkari-backed-fed-s-large-cut-and-another-half-point-this-year

Bloomberg Fed’s Bostic Says He Now Might Favor More Than One 2024 Cut
https://www.bloomberg.com/news/articles/2024-08-23/fed-s-bostic-says-he-now-might-favor-more-than-one-cut-this-year

Atlanta Fed On the State of the US Economy and Monetary Policy
https://www.atlantafed.org/news/speeches/2024/09/23/bostic--on-the-state-of-the-us-economy-and-monetary-policy

S&P Global  S&P Global Flash US Composite PMI September 2024
https://www.pmi.spglobal.com/Public/Home/PressRelease/35c60149cdbe461fb6bc3c959a58a551

S&P Global/Hamburg Commercial Bank HCOB Flash Eurozone PMI September 2024
https://www.pmi.spglobal.com/Public/Home/PressRelease/cf25d7bb494046ae9256a00ca028f09a

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> More confirmation that recession is coming back with a vengeance in Europe. The latest data indicates the dangers this time around including jobs and layoffs. This situation in Europe is hardly unique. This is why central bankers are out in force downplaying their own rate cuts; to the point a few policymakers are outright lying why they voted for them.  

Eurodollar University's Money & Macro Analysis

Bloomberg Fed’s Waller Says Slowing Inflation Led Him to Support Large Rate Cut
https://www.bloomberg.com/news/articles/2024-09-20/waller-says-slowing-inflation-led-him-to-support-large-rate-cut

Bloomberg Fed’s Kashkari Says Interest-Rate Hikes Not Entirely Ruled Out
https://www.bloomberg.com/news/articles/2024-05-28/fed-s-kashkari-says-rate-hike-not-entirely-ruled-out

Bloomberg Fed’s Neel Kashkari Expects Two Quarter-Point Cuts Before Year’s End
https://www.bloomberg.com/news/articles/2024-09-23/neel-kashkari-backed-fed-s-large-cut-and-another-half-point-this-year

Bloomberg Fed’s Bostic Says He Now Might Favor More Than One 2024 Cut
https://www.bloomberg.com/news/articles/2024-08-23/fed-s-bostic-says-he-now-might-favor-more-than-one-cut-this-year

Atlanta Fed On the State of the US Economy and Monetary Policy
https://www.atlantafed.org/news/speeches/2024/09/23/bostic--on-the-state-of-the-us-economy-and-monetary-policy

S&P Global  S&P Global Flash US Composite PMI September 2024
https://www.pmi.spglobal.com/Public/Home/PressRelease/35c60149cdbe461fb6bc3c959a58a551

S&P Global/Hamburg Commercial Bank HCOB Flash Eurozone PMI September 2024
https://www.pmi.spglobal.com/Public/Home/PressRelease/cf25d7bb494046ae9256a00ca028f09a

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 24 Sep 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1104 More confirmation that recession is coming back with a vengeance in Europe. The latest data indicates the dangers this time around including jobs and layoffs. This situation in Europe is hardly unique. This is why central bankers are out in force downplaying their own rate cuts; to the point a few policymakers are outright lying why they voted for them.  

Eurodollar University's Money & Macro Analysis

Bloomberg Fed’s Waller Says Slowing Inflation Led Him to Support Large Rate Cut
https://www.bloomberg.com/news/articles/2024-09-20/waller-says-slowing-inflation-led-him-to-support-large-rate-cut

Bloomberg Fed’s Kashkari Says Interest-Rate Hikes Not Entirely Ruled Out
https://www.bloomberg.com/news/articles/2024-05-28/fed-s-kashkari-says-rate-hike-not-entirely-ruled-out

Bloomberg Fed’s Neel Kashkari Expects Two Quarter-Point Cuts Before Year’s End
https://www.bloomberg.com/news/articles/2024-09-23/neel-kashkari-backed-fed-s-large-cut-and-another-half-point-this-year

Bloomberg Fed’s Bostic Says He Now Might Favor More Than One 2024 Cut
https://www.bloomberg.com/news/articles/2024-08-23/fed-s-bostic-says-he-now-might-favor-more-than-one-cut-this-year

Atlanta Fed On the State of the US Economy and Monetary Policy
https://www.atlantafed.org/news/speeches/2024/09/23/bostic--on-the-state-of-the-us-economy-and-monetary-policy

S&P Global  S&P Global Flash US Composite PMI September 2024
https://www.pmi.spglobal.com/Public/Home/PressRelease/35c60149cdbe461fb6bc3c959a58a551

S&P Global/Hamburg Commercial Bank HCOB Flash Eurozone PMI September 2024
https://www.pmi.spglobal.com/Public/Home/PressRelease/cf25d7bb494046ae9256a00ca028f09a

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No OMG! You Won't Believe The New Jobs Data 889 889 OMG! You Won't Believe The New Jobs Data full 0f7d3432-25a5-4745-a134-93d40b889a45 https://share.transistor.fm/s/1a41eca5 The Fed just cut its benchmark rate by 50-bps even though jobless claims are among the lowest in their history. At the same time, CPI shelter prices have accelerated. Neither seems like it would warrant the Fed action yet there are good reasons to believe true unemployment is very different from claims and current market rents are plunging. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Fed just cut its benchmark rate by 50-bps even though jobless claims are among the lowest in their history. At the same time, CPI shelter prices have accelerated. Neither seems like it would warrant the Fed action yet there are good reasons to believe true unemployment is very different from claims and current market rents are plunging. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 23 Sep 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1119 The Fed just cut its benchmark rate by 50-bps even though jobless claims are among the lowest in their history. At the same time, CPI shelter prices have accelerated. Neither seems like it would warrant the Fed action yet there are good reasons to believe true unemployment is very different from claims and current market rents are plunging. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Here's What Happens to the Stock Market After the Fed Cuts Rates 888 888 Here's What Happens to the Stock Market After the Fed Cuts Rates full 037cc35d-85b8-4fb0-b56d-c613d8fc3a93 https://share.transistor.fm/s/b02364eb FedEx's CEO admitted some truth about the Fed's rate cut this week, and the stock was immediately punished for it, dropping 15% on Friday. This raises a bunch of questions, starting with: what happens to stocks in general when the Fed cuts rates? The answer is not what you think.

Eurodollar University's Money & Macro Analysis

CNBC FedEx quarterly profit disappoints as demand for speedy delivery wanes
https://www.cnbc.com/2024/09/19/fedex-reports-drop-in-quarterly-earnings-on-lower-demand-for-priority-services.html

Robert Shiller 2013 Nobel Speculative Asset Prices
https://www.nobelprize.org/uploads/2018/06/shiller-lecture.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> FedEx's CEO admitted some truth about the Fed's rate cut this week, and the stock was immediately punished for it, dropping 15% on Friday. This raises a bunch of questions, starting with: what happens to stocks in general when the Fed cuts rates? The answer is not what you think.

Eurodollar University's Money & Macro Analysis

CNBC FedEx quarterly profit disappoints as demand for speedy delivery wanes
https://www.cnbc.com/2024/09/19/fedex-reports-drop-in-quarterly-earnings-on-lower-demand-for-priority-services.html

Robert Shiller 2013 Nobel Speculative Asset Prices
https://www.nobelprize.org/uploads/2018/06/shiller-lecture.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 22 Sep 2024 11:44:24 -0400 Jeff Snider Jeff Snider 1132 FedEx's CEO admitted some truth about the Fed's rate cut this week, and the stock was immediately punished for it, dropping 15% on Friday. This raises a bunch of questions, starting with: what happens to stocks in general when the Fed cuts rates? The answer is not what you think.

Eurodollar University's Money & Macro Analysis

CNBC FedEx quarterly profit disappoints as demand for speedy delivery wanes
https://www.cnbc.com/2024/09/19/fedex-reports-drop-in-quarterly-earnings-on-lower-demand-for-priority-services.html

Robert Shiller 2013 Nobel Speculative Asset Prices
https://www.nobelprize.org/uploads/2018/06/shiller-lecture.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won't Believe How Global Central Banks Responded To The Feds Rate Cuts 887 887 You Won't Believe How Global Central Banks Responded To The Feds Rate Cuts full 0f2972fe-3064-4fc2-8746-8a60a77f21f9 https://share.transistor.fm/s/f72f3f60 Now that the Fed has done it, everyone wants to get in on the act. They call it "undershooting" which is just a fancy word for "bonds were right." Switzerland, Canada, even the Europeans all thinking hefty and accelerated schedules. Leave it to the Brits to be the lone exception. 

Eurodollar University's Money & Macro Analysis

Bloomberg Bank of Canada Officials Split on Balance of Inflation Risks
https://www.bloomberg.com/news/articles/2024-09-18/bank-of-canada-officials-are-split-on-balance-of-inflation-risks

Bloomberg Swiss Government Sees Sharp Drop in Inflation Rate Next Year
https://www.bloomberg.com/news/articles/2024-09-19/swiss-government-sees-sharp-drop-in-inflation-rate-next-year

Bloomberg Swiss Economists See ‘Substantial’ Chance of SNB Half-Point Cut
https://www.bloomberg.com/news/articles/2024-09-19/swiss-economists-see-sustantial-chance-of-snb-half-point-cut

Politico EU Portuguese bank chief: ECB may need to accelerate interest rate cuts
https://www.politico.eu/article/mario-centeno-ecb-may-need-accelerate-easing-interest-rate-date-bank-portugal/

ZEW Hopes of a Recovery Are Fading
https://www.zew.de/en/press/latest-press-releases/hopes-of-a-recovery-are-fading

Bloomberg Germany May Already Be in Mild Recession, Bundesbank Says
https://www.bloomberg.com/news/articles/2024-09-19/germany-may-already-be-in-mild-recession-bundesbank-says

Euronews US chip-maker Intel has announced plans to postpone the construction of a factory in Germany for at least two years.
https://www.euronews.com/business/2024/09/17/intel-postpones-construction-of-german-chip-factory-for-two-years

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Now that the Fed has done it, everyone wants to get in on the act. They call it "undershooting" which is just a fancy word for "bonds were right." Switzerland, Canada, even the Europeans all thinking hefty and accelerated schedules. Leave it to the Brits to be the lone exception. 

Eurodollar University's Money & Macro Analysis

Bloomberg Bank of Canada Officials Split on Balance of Inflation Risks
https://www.bloomberg.com/news/articles/2024-09-18/bank-of-canada-officials-are-split-on-balance-of-inflation-risks

Bloomberg Swiss Government Sees Sharp Drop in Inflation Rate Next Year
https://www.bloomberg.com/news/articles/2024-09-19/swiss-government-sees-sharp-drop-in-inflation-rate-next-year

Bloomberg Swiss Economists See ‘Substantial’ Chance of SNB Half-Point Cut
https://www.bloomberg.com/news/articles/2024-09-19/swiss-economists-see-sustantial-chance-of-snb-half-point-cut

Politico EU Portuguese bank chief: ECB may need to accelerate interest rate cuts
https://www.politico.eu/article/mario-centeno-ecb-may-need-accelerate-easing-interest-rate-date-bank-portugal/

ZEW Hopes of a Recovery Are Fading
https://www.zew.de/en/press/latest-press-releases/hopes-of-a-recovery-are-fading

Bloomberg Germany May Already Be in Mild Recession, Bundesbank Says
https://www.bloomberg.com/news/articles/2024-09-19/germany-may-already-be-in-mild-recession-bundesbank-says

Euronews US chip-maker Intel has announced plans to postpone the construction of a factory in Germany for at least two years.
https://www.euronews.com/business/2024/09/17/intel-postpones-construction-of-german-chip-factory-for-two-years

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 20 Sep 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1091 Now that the Fed has done it, everyone wants to get in on the act. They call it "undershooting" which is just a fancy word for "bonds were right." Switzerland, Canada, even the Europeans all thinking hefty and accelerated schedules. Leave it to the Brits to be the lone exception. 

Eurodollar University's Money & Macro Analysis

Bloomberg Bank of Canada Officials Split on Balance of Inflation Risks
https://www.bloomberg.com/news/articles/2024-09-18/bank-of-canada-officials-are-split-on-balance-of-inflation-risks

Bloomberg Swiss Government Sees Sharp Drop in Inflation Rate Next Year
https://www.bloomberg.com/news/articles/2024-09-19/swiss-government-sees-sharp-drop-in-inflation-rate-next-year

Bloomberg Swiss Economists See ‘Substantial’ Chance of SNB Half-Point Cut
https://www.bloomberg.com/news/articles/2024-09-19/swiss-economists-see-sustantial-chance-of-snb-half-point-cut

Politico EU Portuguese bank chief: ECB may need to accelerate interest rate cuts
https://www.politico.eu/article/mario-centeno-ecb-may-need-accelerate-easing-interest-rate-date-bank-portugal/

ZEW Hopes of a Recovery Are Fading
https://www.zew.de/en/press/latest-press-releases/hopes-of-a-recovery-are-fading

Bloomberg Germany May Already Be in Mild Recession, Bundesbank Says
https://www.bloomberg.com/news/articles/2024-09-19/germany-may-already-be-in-mild-recession-bundesbank-says

Euronews US chip-maker Intel has announced plans to postpone the construction of a factory in Germany for at least two years.
https://www.euronews.com/business/2024/09/17/intel-postpones-construction-of-german-chip-factory-for-two-years

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Profound Implications from Feds Rate Cut Decision 886 886 Profound Implications from Feds Rate Cut Decision full d04806a4-aeb6-4217-b69f-3e80bf77cdea https://share.transistor.fm/s/0886f35e The Fed cut its benchmark rates by 50 bps in a panicky move to catch up to both the economy and the marketplace. Reaction in the latter was muted because this wasn't unexpected. All the FOMC did was confirm everything - and then deny that it did. 

Eurodollar University's Money & Macro Analysis

Bloomberg Fed Minutes Show Officials Rally Around Higher-for-Longer Rates
https://www.bloomberg.com/news/articles/2024-05-22/minutes-show-officials-rallying-around-higher-for-longer-rates

FOMC September statement
https://www.federalreserve.gov/monetarypolicy/files/monetary20240918a1.pdf

FOMC September projections
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20240918.pdf

FOMC June projections
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20240612.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Fed cut its benchmark rates by 50 bps in a panicky move to catch up to both the economy and the marketplace. Reaction in the latter was muted because this wasn't unexpected. All the FOMC did was confirm everything - and then deny that it did. 

Eurodollar University's Money & Macro Analysis

Bloomberg Fed Minutes Show Officials Rally Around Higher-for-Longer Rates
https://www.bloomberg.com/news/articles/2024-05-22/minutes-show-officials-rallying-around-higher-for-longer-rates

FOMC September statement
https://www.federalreserve.gov/monetarypolicy/files/monetary20240918a1.pdf

FOMC September projections
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20240918.pdf

FOMC June projections
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20240612.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 19 Sep 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1193 The Fed cut its benchmark rates by 50 bps in a panicky move to catch up to both the economy and the marketplace. Reaction in the latter was muted because this wasn't unexpected. All the FOMC did was confirm everything - and then deny that it did. 

Eurodollar University's Money & Macro Analysis

Bloomberg Fed Minutes Show Officials Rally Around Higher-for-Longer Rates
https://www.bloomberg.com/news/articles/2024-05-22/minutes-show-officials-rallying-around-higher-for-longer-rates

FOMC September statement
https://www.federalreserve.gov/monetarypolicy/files/monetary20240918a1.pdf

FOMC September projections
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20240918.pdf

FOMC June projections
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20240612.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No New Data Suggest Hiring Has NEVER Been this Bad 885 885 New Data Suggest Hiring Has NEVER Been this Bad full 438f93a5-5b9f-4a39-ad86-3801513dca80 https://share.transistor.fm/s/df8c2ed0 People imagine a recession is when masses of people are being laid off and so consumer spending isn't just negative, it must be crashing. While those can happen in a downturn, they tend to show up at the end. So, if you're waiting for those to make a determination you'll be way too late. Evidence consistently and conclusively shows hiring not firing creates the recession environment that is marked by a drop in real spending. We have both.

Eurodollar University's Money & Macro Analysis

Robert Shimer Reassessing the Ins and Outs of Unemployment∗
https://home.uchicago.edu/~shimer/wp/reassess.pdf

Challenger, Gray & Christmas Job Cuts Announced by US-Based Companies Surge in August 2024; Hiring Falls to Lowest YTD Since Challenger Began Tracking in 2005
https://www.challengergray.com/blog/job-cuts-announced-by-us-based-companies-surge-in-august-2024-hiring-falls-to-lowest-ytd-since-challenger-began-tracking-in-2005/

NYT Layoffs Are Few. So Why Are Jobs Harder to Find?
https://www.nytimes.com/2024/09/12/business/economy/layoffs-jobs-economy.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> People imagine a recession is when masses of people are being laid off and so consumer spending isn't just negative, it must be crashing. While those can happen in a downturn, they tend to show up at the end. So, if you're waiting for those to make a determination you'll be way too late. Evidence consistently and conclusively shows hiring not firing creates the recession environment that is marked by a drop in real spending. We have both.

Eurodollar University's Money & Macro Analysis

Robert Shimer Reassessing the Ins and Outs of Unemployment∗
https://home.uchicago.edu/~shimer/wp/reassess.pdf

Challenger, Gray & Christmas Job Cuts Announced by US-Based Companies Surge in August 2024; Hiring Falls to Lowest YTD Since Challenger Began Tracking in 2005
https://www.challengergray.com/blog/job-cuts-announced-by-us-based-companies-surge-in-august-2024-hiring-falls-to-lowest-ytd-since-challenger-began-tracking-in-2005/

NYT Layoffs Are Few. So Why Are Jobs Harder to Find?
https://www.nytimes.com/2024/09/12/business/economy/layoffs-jobs-economy.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 18 Sep 2024 09:21:42 -0400 Jeff Snider Jeff Snider 1019 People imagine a recession is when masses of people are being laid off and so consumer spending isn't just negative, it must be crashing. While those can happen in a downturn, they tend to show up at the end. So, if you're waiting for those to make a determination you'll be way too late. Evidence consistently and conclusively shows hiring not firing creates the recession environment that is marked by a drop in real spending. We have both.

Eurodollar University's Money & Macro Analysis

Robert Shimer Reassessing the Ins and Outs of Unemployment∗
https://home.uchicago.edu/~shimer/wp/reassess.pdf

Challenger, Gray & Christmas Job Cuts Announced by US-Based Companies Surge in August 2024; Hiring Falls to Lowest YTD Since Challenger Began Tracking in 2005
https://www.challengergray.com/blog/job-cuts-announced-by-us-based-companies-surge-in-august-2024-hiring-falls-to-lowest-ytd-since-challenger-began-tracking-in-2005/

NYT Layoffs Are Few. So Why Are Jobs Harder to Find?
https://www.nytimes.com/2024/09/12/business/economy/layoffs-jobs-economy.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Americans Have Lost Hope in Their Economic Future 884 884 Americans Have Lost Hope in Their Economic Future full 0502b73f-9b4d-4aff-b5bc-44c9fd766055 https://share.transistor.fm/s/dbef6f16 Americans' hopes and dreams of better opportunities have utterly crashed and burned over the past five months. This isn't about more price increases, rather how those in the past have combined with recession prospects to rob the future. The 2020s have taken the worst aspect of the 2010s and added more trouble on top. 

Eurodollar University's Money & Macro Analysis

Larry Summers The Age of Secular Stagnation
https://larrysummers.com/2016/02/17/the-age-of-secular-stagnation/

Larry Summers IMF Accepting Secular Stagnation
https://www.imf.org/en/Publications/fandd/issues/2020/03/larry-summers-on-secular-stagnation

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Americans' hopes and dreams of better opportunities have utterly crashed and burned over the past five months. This isn't about more price increases, rather how those in the past have combined with recession prospects to rob the future. The 2020s have taken the worst aspect of the 2010s and added more trouble on top. 

Eurodollar University's Money & Macro Analysis

Larry Summers The Age of Secular Stagnation
https://larrysummers.com/2016/02/17/the-age-of-secular-stagnation/

Larry Summers IMF Accepting Secular Stagnation
https://www.imf.org/en/Publications/fandd/issues/2020/03/larry-summers-on-secular-stagnation

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 17 Sep 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1209 Americans' hopes and dreams of better opportunities have utterly crashed and burned over the past five months. This isn't about more price increases, rather how those in the past have combined with recession prospects to rob the future. The 2020s have taken the worst aspect of the 2010s and added more trouble on top. 

Eurodollar University's Money & Macro Analysis

Larry Summers The Age of Secular Stagnation
https://larrysummers.com/2016/02/17/the-age-of-secular-stagnation/

Larry Summers IMF Accepting Secular Stagnation
https://www.imf.org/en/Publications/fandd/issues/2020/03/larry-summers-on-secular-stagnation

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Interest Rate Cuts Are Here, Here's What You Need To Know 883 883 Interest Rate Cuts Are Here, Here's What You Need To Know full 04de89a1-96d6-49b9-b6f9-f58766f8553a https://share.transistor.fm/s/0cadd44a Consumers can't afford groceries, so how is a lower reverse repo rate going to help them? Now that it is settled the Fed will cut rates next week, everyone wants to know by how much. The real story is what's behind the cuts in the first place and what that means for financial markets as well as the economy. It isn't the murder hornet rate. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Consumers can't afford groceries, so how is a lower reverse repo rate going to help them? Now that it is settled the Fed will cut rates next week, everyone wants to know by how much. The real story is what's behind the cuts in the first place and what that means for financial markets as well as the economy. It isn't the murder hornet rate. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 16 Sep 2024 10:13:35 -0400 Jeff Snider Jeff Snider 1056 Consumers can't afford groceries, so how is a lower reverse repo rate going to help them? Now that it is settled the Fed will cut rates next week, everyone wants to know by how much. The real story is what's behind the cuts in the first place and what that means for financial markets as well as the economy. It isn't the murder hornet rate. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China's Economic Crisis Just Got a Whole Lot Worse 882 882 China's Economic Crisis Just Got a Whole Lot Worse full 04ed3b1d-37d5-4e0c-8749-a186f8313b6c https://share.transistor.fm/s/d3d5c984 Authorities in China continue to do everything they can to derail the country's globally synchronized bond rally. It continues to hit record low yields anyway in spite of increasingly desperate government efforts. But why? More ugly data on banks, incomes, and Chinese jobs shows bonds are right, and not just about what's already happened to this point. 

Eurodollar University's Money & Macro Analysis

China Xinhua Xi Jinping presided over a symposium on comprehensively promoting ecological protection...
https://www.gov.cn/yaowen/liebiao/202409/content_6974190.htm

Bloomberg Xi Urges Efforts to Hit 5% Growth Target Amid Rising Doubts
https://www.bloomberg.com/news/articles/2024-09-12/xi-urges-efforts-to-hit-annual-growth-target-amid-rising-doubt

Bloomberg PBOC’s China Bonds See Trading Surge in Sign of Intervention
https://www.bloomberg.com/news/articles/2024-09-10/pboc-owned-china-bonds-see-trading-surge-in-sign-of-intervention

Bloomberg China’s Deflationary Spiral Is Now Entering Dangerous New Stage
https://www.bloomberg.com/news/articles/2024-09-09/china-s-deflationary-spiral-is-now-entering-dangerous-new-stage

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Authorities in China continue to do everything they can to derail the country's globally synchronized bond rally. It continues to hit record low yields anyway in spite of increasingly desperate government efforts. But why? More ugly data on banks, incomes, and Chinese jobs shows bonds are right, and not just about what's already happened to this point. 

Eurodollar University's Money & Macro Analysis

China Xinhua Xi Jinping presided over a symposium on comprehensively promoting ecological protection...
https://www.gov.cn/yaowen/liebiao/202409/content_6974190.htm

Bloomberg Xi Urges Efforts to Hit 5% Growth Target Amid Rising Doubts
https://www.bloomberg.com/news/articles/2024-09-12/xi-urges-efforts-to-hit-annual-growth-target-amid-rising-doubt

Bloomberg PBOC’s China Bonds See Trading Surge in Sign of Intervention
https://www.bloomberg.com/news/articles/2024-09-10/pboc-owned-china-bonds-see-trading-surge-in-sign-of-intervention

Bloomberg China’s Deflationary Spiral Is Now Entering Dangerous New Stage
https://www.bloomberg.com/news/articles/2024-09-09/china-s-deflationary-spiral-is-now-entering-dangerous-new-stage

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 15 Sep 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1182 Authorities in China continue to do everything they can to derail the country's globally synchronized bond rally. It continues to hit record low yields anyway in spite of increasingly desperate government efforts. But why? More ugly data on banks, incomes, and Chinese jobs shows bonds are right, and not just about what's already happened to this point. 

Eurodollar University's Money & Macro Analysis

China Xinhua Xi Jinping presided over a symposium on comprehensively promoting ecological protection...
https://www.gov.cn/yaowen/liebiao/202409/content_6974190.htm

Bloomberg Xi Urges Efforts to Hit 5% Growth Target Amid Rising Doubts
https://www.bloomberg.com/news/articles/2024-09-12/xi-urges-efforts-to-hit-annual-growth-target-amid-rising-doubt

Bloomberg PBOC’s China Bonds See Trading Surge in Sign of Intervention
https://www.bloomberg.com/news/articles/2024-09-10/pboc-owned-china-bonds-see-trading-surge-in-sign-of-intervention

Bloomberg China’s Deflationary Spiral Is Now Entering Dangerous New Stage
https://www.bloomberg.com/news/articles/2024-09-09/china-s-deflationary-spiral-is-now-entering-dangerous-new-stage

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won't Believe What Europe's Central Bank Just Did 881 881 You Won't Believe What Europe's Central Bank Just Did full 3d531d1e-f359-4ac1-9e4c-306274f44fc0 https://share.transistor.fm/s/746a7018 The ECB cut rates for the second time, as expected, though amidst a strong bond/bund market rally that has now completely un-inverted that yield curve. This comes at a time when major businesses like Volkswagen are thinking about closing down factories due to how much idle capacity they have. What links all of these together, what explains all the facts, is that there was never a global recovery, only a transitory price illusion. 

Eurodollar University's Money & Macro Analysis

Bloomberg Half-Empty Car Plants in Europe Spell Trouble for Workers
https://www.bloomberg.com/news/articles/2024-09-11/vw-s-german-factory-closures-highlight-wider-problems-for-europe-s-carmakers?srnd=phx-economics-v2

Volkswagen 2023 Annual Report Income Statement
https://annualreport2023.volkswagen-group.com/consolidated-financial-statements/income-statement.html

Volkswagen 2019 Annual Report
https://annualreport2019.volkswagenag.com/

ECB Press Conference Statement
https://www.ecb.europa.eu/press/press_conference/monetary-policy-statement/2024/html/ecb.is240912~4f7b17040c.en.html

Bloomberg ECB’s Economic Hopes at Risk as Consumers Put Spending on Ice
https://www.bloomberg.com/news/articles/2024-09-09/ecb-s-economic-hopes-at-risk-as-consumers-put-spending-on-ice

Statista Half of OECD Countries Earn Less Now Than Pre-Pandemic
https://www.statista.com/chart/32831/real-wage-growth-in-the-oecd/

OECD Employment Outlook 2024
https://www.oecd.org/en/publications/oecd-employment-outlook-2024_ac8b3538-en.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The ECB cut rates for the second time, as expected, though amidst a strong bond/bund market rally that has now completely un-inverted that yield curve. This comes at a time when major businesses like Volkswagen are thinking about closing down factories due to how much idle capacity they have. What links all of these together, what explains all the facts, is that there was never a global recovery, only a transitory price illusion. 

Eurodollar University's Money & Macro Analysis

Bloomberg Half-Empty Car Plants in Europe Spell Trouble for Workers
https://www.bloomberg.com/news/articles/2024-09-11/vw-s-german-factory-closures-highlight-wider-problems-for-europe-s-carmakers?srnd=phx-economics-v2

Volkswagen 2023 Annual Report Income Statement
https://annualreport2023.volkswagen-group.com/consolidated-financial-statements/income-statement.html

Volkswagen 2019 Annual Report
https://annualreport2019.volkswagenag.com/

ECB Press Conference Statement
https://www.ecb.europa.eu/press/press_conference/monetary-policy-statement/2024/html/ecb.is240912~4f7b17040c.en.html

Bloomberg ECB’s Economic Hopes at Risk as Consumers Put Spending on Ice
https://www.bloomberg.com/news/articles/2024-09-09/ecb-s-economic-hopes-at-risk-as-consumers-put-spending-on-ice

Statista Half of OECD Countries Earn Less Now Than Pre-Pandemic
https://www.statista.com/chart/32831/real-wage-growth-in-the-oecd/

OECD Employment Outlook 2024
https://www.oecd.org/en/publications/oecd-employment-outlook-2024_ac8b3538-en.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 13 Sep 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1115 The ECB cut rates for the second time, as expected, though amidst a strong bond/bund market rally that has now completely un-inverted that yield curve. This comes at a time when major businesses like Volkswagen are thinking about closing down factories due to how much idle capacity they have. What links all of these together, what explains all the facts, is that there was never a global recovery, only a transitory price illusion. 

Eurodollar University's Money & Macro Analysis

Bloomberg Half-Empty Car Plants in Europe Spell Trouble for Workers
https://www.bloomberg.com/news/articles/2024-09-11/vw-s-german-factory-closures-highlight-wider-problems-for-europe-s-carmakers?srnd=phx-economics-v2

Volkswagen 2023 Annual Report Income Statement
https://annualreport2023.volkswagen-group.com/consolidated-financial-statements/income-statement.html

Volkswagen 2019 Annual Report
https://annualreport2019.volkswagenag.com/

ECB Press Conference Statement
https://www.ecb.europa.eu/press/press_conference/monetary-policy-statement/2024/html/ecb.is240912~4f7b17040c.en.html

Bloomberg ECB’s Economic Hopes at Risk as Consumers Put Spending on Ice
https://www.bloomberg.com/news/articles/2024-09-09/ecb-s-economic-hopes-at-risk-as-consumers-put-spending-on-ice

Statista Half of OECD Countries Earn Less Now Than Pre-Pandemic
https://www.statista.com/chart/32831/real-wage-growth-in-the-oecd/

OECD Employment Outlook 2024
https://www.oecd.org/en/publications/oecd-employment-outlook-2024_ac8b3538-en.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Bank Balance Sheet Reveals MASSIVE Systemic Stress 880 880 Bank Balance Sheet Reveals MASSIVE Systemic Stress full 33bfef64-8b8a-417e-9ebb-28b55debf76d https://share.transistor.fm/s/cde28d6f It was all banks all day yesterday. Basel rules foul-up. Warren Buffett continuing to dump BofA. Citi dumping on credit. Deutsche unloading CRE, or trying to. JP Morgan downgrading...itself. Most of all Ally Financial admitting unemployment is fast becoming a big problem and right on its balance sheet. 

Eurodollar University's Money & Macro Analysis

Bloomberg JPMorgan Leads Banks in Dimming Outlooks, Spoiling Win on Rules
https://www.bloomberg.com/news/articles/2024-09-10/jpmorgan-leads-banks-in-dimming-outlooks-spoiling-win-on-rules

Bloomberg Ally Drops After CFO Flags Consumer Stress, Underperformance
https://www.bloomberg.com/news/articles/2024-09-10/ally-drops-after-cfo-flags-consumer-stress-underperformance

Bloomberg Consumers Shift Spending to Pay for Basic Staples, Citi CFO Says
https://www.bloomberg.com/news/articles/2024-09-09/consumers-shift-spending-to-pay-for-basic-staples-citi-cfo-says

FRBNY Household Debt and Credit Report
https://www.newyorkfed.org/microeconomics/hhdc.html

CNBC Berkshire unloads another chunk of Bank of America as CEO Moynihan lauds Buffett as great shareholder
https://www.cnbc.com/2024/09/11/berkshire-unloads-another-chunk-of-bank-of-america-as-ceo-moynihan-lauds-buffett-as-great-shareholder.html

Bloomberg Deutsche Bank Is Unloading $1 Billion in US Real Estate Loans
https://www.bloomberg.com/news/articles/2024-08-01/deutsche-bank-is-unloading-1-billion-in-us-real-estate-loans

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> It was all banks all day yesterday. Basel rules foul-up. Warren Buffett continuing to dump BofA. Citi dumping on credit. Deutsche unloading CRE, or trying to. JP Morgan downgrading...itself. Most of all Ally Financial admitting unemployment is fast becoming a big problem and right on its balance sheet. 

Eurodollar University's Money & Macro Analysis

Bloomberg JPMorgan Leads Banks in Dimming Outlooks, Spoiling Win on Rules
https://www.bloomberg.com/news/articles/2024-09-10/jpmorgan-leads-banks-in-dimming-outlooks-spoiling-win-on-rules

Bloomberg Ally Drops After CFO Flags Consumer Stress, Underperformance
https://www.bloomberg.com/news/articles/2024-09-10/ally-drops-after-cfo-flags-consumer-stress-underperformance

Bloomberg Consumers Shift Spending to Pay for Basic Staples, Citi CFO Says
https://www.bloomberg.com/news/articles/2024-09-09/consumers-shift-spending-to-pay-for-basic-staples-citi-cfo-says

FRBNY Household Debt and Credit Report
https://www.newyorkfed.org/microeconomics/hhdc.html

CNBC Berkshire unloads another chunk of Bank of America as CEO Moynihan lauds Buffett as great shareholder
https://www.cnbc.com/2024/09/11/berkshire-unloads-another-chunk-of-bank-of-america-as-ceo-moynihan-lauds-buffett-as-great-shareholder.html

Bloomberg Deutsche Bank Is Unloading $1 Billion in US Real Estate Loans
https://www.bloomberg.com/news/articles/2024-08-01/deutsche-bank-is-unloading-1-billion-in-us-real-estate-loans

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 12 Sep 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1127 It was all banks all day yesterday. Basel rules foul-up. Warren Buffett continuing to dump BofA. Citi dumping on credit. Deutsche unloading CRE, or trying to. JP Morgan downgrading...itself. Most of all Ally Financial admitting unemployment is fast becoming a big problem and right on its balance sheet. 

Eurodollar University's Money & Macro Analysis

Bloomberg JPMorgan Leads Banks in Dimming Outlooks, Spoiling Win on Rules
https://www.bloomberg.com/news/articles/2024-09-10/jpmorgan-leads-banks-in-dimming-outlooks-spoiling-win-on-rules

Bloomberg Ally Drops After CFO Flags Consumer Stress, Underperformance
https://www.bloomberg.com/news/articles/2024-09-10/ally-drops-after-cfo-flags-consumer-stress-underperformance

Bloomberg Consumers Shift Spending to Pay for Basic Staples, Citi CFO Says
https://www.bloomberg.com/news/articles/2024-09-09/consumers-shift-spending-to-pay-for-basic-staples-citi-cfo-says

FRBNY Household Debt and Credit Report
https://www.newyorkfed.org/microeconomics/hhdc.html

CNBC Berkshire unloads another chunk of Bank of America as CEO Moynihan lauds Buffett as great shareholder
https://www.cnbc.com/2024/09/11/berkshire-unloads-another-chunk-of-bank-of-america-as-ceo-moynihan-lauds-buffett-as-great-shareholder.html

Bloomberg Deutsche Bank Is Unloading $1 Billion in US Real Estate Loans
https://www.bloomberg.com/news/articles/2024-08-01/deutsche-bank-is-unloading-1-billion-in-us-real-estate-loans

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Interest Rates Are COLLAPSING Causing Panic Across Global Markets 879 879 Interest Rates Are COLLAPSING Causing Panic Across Global Markets full 9317eb77-0b31-4ea6-85d6-24aede108ae1 https://share.transistor.fm/s/65d54cd9 There's no September here as interest rates continue to plunge. The two-year UST is at a record low relative to the Fed. In the past when the two-year has dropped like this it has meant nothing good. Combined with the still ongoing crash in energy prices, we have a solid sense of what's coming next. And it isn't just a lot of rate cuts. 

Eurodollar University's Money & Macro Analysis

CHECK OUT EURODOLLAR UNIVERSITY'S DDA SUBSCRIPTION
GO MUCH DEEPER AND STEP INTO THE BLACKHOLE OF MONEY AND MACRO.
NOW MORE THAN EVER. 

Bloomberg S&P 500 Rally Hits a Wall as Big Banks Sound Alarm: Markets Wrap
https://www.bloomberg.com/news/articles/2024-09-09/stock-market-today-dow-s-p-live-updates

FOMC Transcript Conference Call January 3, 2001
https://www.federalreserve.gov/monetarypolicy/files/FOMC20010103ConfCall.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> There's no September here as interest rates continue to plunge. The two-year UST is at a record low relative to the Fed. In the past when the two-year has dropped like this it has meant nothing good. Combined with the still ongoing crash in energy prices, we have a solid sense of what's coming next. And it isn't just a lot of rate cuts. 

Eurodollar University's Money & Macro Analysis

CHECK OUT EURODOLLAR UNIVERSITY'S DDA SUBSCRIPTION
GO MUCH DEEPER AND STEP INTO THE BLACKHOLE OF MONEY AND MACRO.
NOW MORE THAN EVER. 

Bloomberg S&P 500 Rally Hits a Wall as Big Banks Sound Alarm: Markets Wrap
https://www.bloomberg.com/news/articles/2024-09-09/stock-market-today-dow-s-p-live-updates

FOMC Transcript Conference Call January 3, 2001
https://www.federalreserve.gov/monetarypolicy/files/FOMC20010103ConfCall.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 11 Sep 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1173 There's no September here as interest rates continue to plunge. The two-year UST is at a record low relative to the Fed. In the past when the two-year has dropped like this it has meant nothing good. Combined with the still ongoing crash in energy prices, we have a solid sense of what's coming next. And it isn't just a lot of rate cuts. 

Eurodollar University's Money & Macro Analysis

CHECK OUT EURODOLLAR UNIVERSITY'S DDA SUBSCRIPTION
GO MUCH DEEPER AND STEP INTO THE BLACKHOLE OF MONEY AND MACRO.
NOW MORE THAN EVER. 

Bloomberg S&P 500 Rally Hits a Wall as Big Banks Sound Alarm: Markets Wrap
https://www.bloomberg.com/news/articles/2024-09-09/stock-market-today-dow-s-p-live-updates

FOMC Transcript Conference Call January 3, 2001
https://www.federalreserve.gov/monetarypolicy/files/FOMC20010103ConfCall.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China's Collapse Has Entered a Dangerous New Stage 878 878 China's Collapse Has Entered a Dangerous New Stage full 9ca06a9a-2c26-4ded-b9fd-650ce35b9fb8 https://share.transistor.fm/s/1334f357 Interest rates continue to collapse in China even outpacing US Treasuries. Commodities are being crushed as prospects for the world's two largest economies are getting worse by the week; by the day. Over the weekend, the Chinese reported negatives in consumer and more so producer prices, adding more evidence to what is shaping up in bond markets and beyond as a looming deflation shock. 

Eurodollar University's Money & Macro Analysis

Bloomberg China’s Deflationary Spiral Is Now Entering Dangerous New Stage
https://www.bloomberg.com/news/articles/2024-09-09/china-s-deflationary-spiral-is-now-entering-dangerous-new-stage

Wall Street Journal Australian Economy Posts Weakest Growth Since Early 1990s
https://www.wsj.com/economy/australian-economy-posts-weakest-growth-since-early-1990s-a7f5d6b0?tpl=cb

China's NBS Consumer Prices August 2024
https://www.stats.gov.cn/sj/zxfb/202409/t20240909_1956311.html

China's NBS Producer/Factory Gate Prices August 2024
https://www.stats.gov.cn/sj/zxfb/202409/t20240909_1956310.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Interest rates continue to collapse in China even outpacing US Treasuries. Commodities are being crushed as prospects for the world's two largest economies are getting worse by the week; by the day. Over the weekend, the Chinese reported negatives in consumer and more so producer prices, adding more evidence to what is shaping up in bond markets and beyond as a looming deflation shock. 

Eurodollar University's Money & Macro Analysis

Bloomberg China’s Deflationary Spiral Is Now Entering Dangerous New Stage
https://www.bloomberg.com/news/articles/2024-09-09/china-s-deflationary-spiral-is-now-entering-dangerous-new-stage

Wall Street Journal Australian Economy Posts Weakest Growth Since Early 1990s
https://www.wsj.com/economy/australian-economy-posts-weakest-growth-since-early-1990s-a7f5d6b0?tpl=cb

China's NBS Consumer Prices August 2024
https://www.stats.gov.cn/sj/zxfb/202409/t20240909_1956311.html

China's NBS Producer/Factory Gate Prices August 2024
https://www.stats.gov.cn/sj/zxfb/202409/t20240909_1956310.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 10 Sep 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1111 Interest rates continue to collapse in China even outpacing US Treasuries. Commodities are being crushed as prospects for the world's two largest economies are getting worse by the week; by the day. Over the weekend, the Chinese reported negatives in consumer and more so producer prices, adding more evidence to what is shaping up in bond markets and beyond as a looming deflation shock. 

Eurodollar University's Money & Macro Analysis

Bloomberg China’s Deflationary Spiral Is Now Entering Dangerous New Stage
https://www.bloomberg.com/news/articles/2024-09-09/china-s-deflationary-spiral-is-now-entering-dangerous-new-stage

Wall Street Journal Australian Economy Posts Weakest Growth Since Early 1990s
https://www.wsj.com/economy/australian-economy-posts-weakest-growth-since-early-1990s-a7f5d6b0?tpl=cb

China's NBS Consumer Prices August 2024
https://www.stats.gov.cn/sj/zxfb/202409/t20240909_1956311.html

China's NBS Producer/Factory Gate Prices August 2024
https://www.stats.gov.cn/sj/zxfb/202409/t20240909_1956310.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Did the Fed Accidentally Leak Their Next Move?! 877 877 Did the Fed Accidentally Leak Their Next Move?! full 0840bd05-7574-4560-ab3c-c75cb762d123 https://share.transistor.fm/s/fea32182 We know there are Fed rate cuts coming in September and that there is very good chance it will be 50 bps. Could policymakers also surprise by ending QT (not that it matters)? Might that be a first step toward the next QE? It's not as far-fetched as you may think; after all, some at the Fed were talking rate hikes just two months ago. 

Eurodollar University's conversation w/Steve Van Metre

Bloomberg Fed’s Waller Says Jobs Data ‘Requires Action,’ Open to Big Cut
https://www.bloomberg.com/news/articles/2024-09-06/fed-s-waller-says-jobs-data-requires-action-open-to-big-cut?

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> We know there are Fed rate cuts coming in September and that there is very good chance it will be 50 bps. Could policymakers also surprise by ending QT (not that it matters)? Might that be a first step toward the next QE? It's not as far-fetched as you may think; after all, some at the Fed were talking rate hikes just two months ago. 

Eurodollar University's conversation w/Steve Van Metre

Bloomberg Fed’s Waller Says Jobs Data ‘Requires Action,’ Open to Big Cut
https://www.bloomberg.com/news/articles/2024-09-06/fed-s-waller-says-jobs-data-requires-action-open-to-big-cut?

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 09 Sep 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1164 We know there are Fed rate cuts coming in September and that there is very good chance it will be 50 bps. Could policymakers also surprise by ending QT (not that it matters)? Might that be a first step toward the next QE? It's not as far-fetched as you may think; after all, some at the Fed were talking rate hikes just two months ago. 

Eurodollar University's conversation w/Steve Van Metre

Bloomberg Fed’s Waller Says Jobs Data ‘Requires Action,’ Open to Big Cut
https://www.bloomberg.com/news/articles/2024-09-06/fed-s-waller-says-jobs-data-requires-action-open-to-big-cut?

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Everything Is Melting Down ALL At Once 876 876 Everything Is Melting Down ALL At Once full b8701ef7-6b76-40e0-ad55-3216c39431d4 https://share.transistor.fm/s/09ffcc86 More meltdowns across key markets, starting with the Treasury curve rapidly unwinding. Commodities are getting crushed, gasoline absolutely smoked. Swaps. Yen. The August payroll report only further confirmed the reasons why all this is happening. 

Eurodollar University's Money & Macro Analysis

Bloomberg OPEC+ Pauses Oil Supply Hike in Effort to Reverse Price Slump
https://www.bloomberg.com/news/articles/2024-09-05/opec-has-deal-to-pause-planned-oil-hike-for-2-months-delegate

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> More meltdowns across key markets, starting with the Treasury curve rapidly unwinding. Commodities are getting crushed, gasoline absolutely smoked. Swaps. Yen. The August payroll report only further confirmed the reasons why all this is happening. 

Eurodollar University's Money & Macro Analysis

Bloomberg OPEC+ Pauses Oil Supply Hike in Effort to Reverse Price Slump
https://www.bloomberg.com/news/articles/2024-09-05/opec-has-deal-to-pause-planned-oil-hike-for-2-months-delegate

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 08 Sep 2024 13:25:59 -0400 Jeff Snider Jeff Snider 1163 More meltdowns across key markets, starting with the Treasury curve rapidly unwinding. Commodities are getting crushed, gasoline absolutely smoked. Swaps. Yen. The August payroll report only further confirmed the reasons why all this is happening. 

Eurodollar University's Money & Macro Analysis

Bloomberg OPEC+ Pauses Oil Supply Hike in Effort to Reverse Price Slump
https://www.bloomberg.com/news/articles/2024-09-05/opec-has-deal-to-pause-planned-oil-hike-for-2-months-delegate

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No History Shows us this ALWAYS Ends Badly 875 875 History Shows us this ALWAYS Ends Badly full 372a894d-4fff-4af3-8bf7-d764e8cbc271 https://share.transistor.fm/s/e35f9f5a Politicians always feel the need to do something even if they don't know why or what's actually wrong. That's all "price controls" really are since they sure don't control anything like prices. Unknown to most people, the US has already experimented with them running price and wage restrictions for several years. The results are conclusive. 

Eurodollar University's Money & Macro Analysis

Robert Bleiberg Farewell to Wage and Price Controls
https://imprimis.hillsdale.edu/farewell-to-wage-and-price-controls-july-1974/

Richard Nixon August 15, 1971 TV address
https://www.youtube.com/watch?v=7_Xw5tWsOQo
https://www.cvce.eu/content/publication/1999/1/1/168eed17-f28b-487b-9cd2-6d668e42e63a/publishable_en.pdf

Arthur Burns Testimony before Congress Joint Economic Committee June 1971
https://fraser.stlouisfed.org/files/docs/historical/burns/Burns_19710630.pdf?utm_source=direct_download

Arthur Burns Testimony before Congress Joint Economic Committee July 1971
https://fraser.stlouisfed.org/files/docs/historical/burns/Burns_19710723.pdf?utm_source=direct_download

NYT NIXON FREEZES PRICES FOR UP TO 60 DAYS, THEN WILL ESTABLISH PHASE 4 CONTROLS; FARM PRICES, WAGES, RENTS UNAFFECTED
https://www.nytimes.com/1973/06/14/archives/nixon-freezes-prices-for-up-to-60-da-ys-then-will-establish-phase-4.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Politicians always feel the need to do something even if they don't know why or what's actually wrong. That's all "price controls" really are since they sure don't control anything like prices. Unknown to most people, the US has already experimented with them running price and wage restrictions for several years. The results are conclusive. 

Eurodollar University's Money & Macro Analysis

Robert Bleiberg Farewell to Wage and Price Controls
https://imprimis.hillsdale.edu/farewell-to-wage-and-price-controls-july-1974/

Richard Nixon August 15, 1971 TV address
https://www.youtube.com/watch?v=7_Xw5tWsOQo
https://www.cvce.eu/content/publication/1999/1/1/168eed17-f28b-487b-9cd2-6d668e42e63a/publishable_en.pdf

Arthur Burns Testimony before Congress Joint Economic Committee June 1971
https://fraser.stlouisfed.org/files/docs/historical/burns/Burns_19710630.pdf?utm_source=direct_download

Arthur Burns Testimony before Congress Joint Economic Committee July 1971
https://fraser.stlouisfed.org/files/docs/historical/burns/Burns_19710723.pdf?utm_source=direct_download

NYT NIXON FREEZES PRICES FOR UP TO 60 DAYS, THEN WILL ESTABLISH PHASE 4 CONTROLS; FARM PRICES, WAGES, RENTS UNAFFECTED
https://www.nytimes.com/1973/06/14/archives/nixon-freezes-prices-for-up-to-60-da-ys-then-will-establish-phase-4.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 06 Sep 2024 09:23:50 -0400 Jeff Snider Jeff Snider 1144 Politicians always feel the need to do something even if they don't know why or what's actually wrong. That's all "price controls" really are since they sure don't control anything like prices. Unknown to most people, the US has already experimented with them running price and wage restrictions for several years. The results are conclusive. 

Eurodollar University's Money & Macro Analysis

Robert Bleiberg Farewell to Wage and Price Controls
https://imprimis.hillsdale.edu/farewell-to-wage-and-price-controls-july-1974/

Richard Nixon August 15, 1971 TV address
https://www.youtube.com/watch?v=7_Xw5tWsOQo
https://www.cvce.eu/content/publication/1999/1/1/168eed17-f28b-487b-9cd2-6d668e42e63a/publishable_en.pdf

Arthur Burns Testimony before Congress Joint Economic Committee June 1971
https://fraser.stlouisfed.org/files/docs/historical/burns/Burns_19710630.pdf?utm_source=direct_download

Arthur Burns Testimony before Congress Joint Economic Committee July 1971
https://fraser.stlouisfed.org/files/docs/historical/burns/Burns_19710723.pdf?utm_source=direct_download

NYT NIXON FREEZES PRICES FOR UP TO 60 DAYS, THEN WILL ESTABLISH PHASE 4 CONTROLS; FARM PRICES, WAGES, RENTS UNAFFECTED
https://www.nytimes.com/1973/06/14/archives/nixon-freezes-prices-for-up-to-60-da-ys-then-will-establish-phase-4.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Japan is PLUNGING and it’s Spreading to the Rest of the World 874 874 Japan is PLUNGING and it’s Spreading to the Rest of the World full ccfa282e-13fd-4652-b4a5-7b586b18f3d5 https://share.transistor.fm/s/1f353c7b Carry trade is back! In reality, it never left. Not because of BoJ rates hikes or threats, rather all the growing evidence the US isn't at risk of recession, so many indications showing it's here. Oil and gasoline are crashing. Curves unwinding. Forward rates project...a total mess. In time for all of the fun, JOLTS shows job openings plunge and layoffs jump.

Eurodollar University's Money & Macro Analysis

CNBC Job openings fell more than expected in July in another sign of labor market softening
https://www.cnbc.com/2024/09/04/jolts-july-2024.html

CNBC Nikkei sees worst day since early August sell-off; Taiex leads losses in Asia as tech stocks fall
https://www.cnbc.com/2024/09/04/asia-pacific-markets-set-to-fall-after-recession-fears-heighten-nvidia-tumbles.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Carry trade is back! In reality, it never left. Not because of BoJ rates hikes or threats, rather all the growing evidence the US isn't at risk of recession, so many indications showing it's here. Oil and gasoline are crashing. Curves unwinding. Forward rates project...a total mess. In time for all of the fun, JOLTS shows job openings plunge and layoffs jump.

Eurodollar University's Money & Macro Analysis

CNBC Job openings fell more than expected in July in another sign of labor market softening
https://www.cnbc.com/2024/09/04/jolts-july-2024.html

CNBC Nikkei sees worst day since early August sell-off; Taiex leads losses in Asia as tech stocks fall
https://www.cnbc.com/2024/09/04/asia-pacific-markets-set-to-fall-after-recession-fears-heighten-nvidia-tumbles.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 05 Sep 2024 11:05:13 -0400 Jeff Snider Jeff Snider 1089 Carry trade is back! In reality, it never left. Not because of BoJ rates hikes or threats, rather all the growing evidence the US isn't at risk of recession, so many indications showing it's here. Oil and gasoline are crashing. Curves unwinding. Forward rates project...a total mess. In time for all of the fun, JOLTS shows job openings plunge and layoffs jump.

Eurodollar University's Money & Macro Analysis

CNBC Job openings fell more than expected in July in another sign of labor market softening
https://www.cnbc.com/2024/09/04/jolts-july-2024.html

CNBC Nikkei sees worst day since early August sell-off; Taiex leads losses in Asia as tech stocks fall
https://www.cnbc.com/2024/09/04/asia-pacific-markets-set-to-fall-after-recession-fears-heighten-nvidia-tumbles.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe what Happened at the Discount Window 873 873 You Won’t Believe what Happened at the Discount Window full 5be0b93d-42bf-4be1-9343-5eedcfe119d8 https://share.transistor.fm/s/7034c228 While the world was focused on financial volatility and liquidations at the start of August, something odd happened at the Federal Reserve's Discount Window (DW). Given everything else that has gone on since then, starting with the yield curve then considering now-cracking commodities, plus foreigners' dollar buffers and even US dealer banks' collateral holdings, there aren't that many ways to interpret what banks are doing - or not - at the DW.

Eurodollar University's Money & Macro Analysis

FRB Michael Barr The Importance of Effective Liquidity Risk Management
https://www.federalreserve.gov/newsevents/speech/barr20231201a.htm

Reuters Discount window reform bill introduced as Fed works on its own overhaul
https://www.reuters.com/markets/discount-window-reform-bill-introduced-fed-works-its-own-overhaul-2024-07-29/

FRBNY Staff Report 1103 Can Discount Window Stigma Be Cured? An Experimental Investigation
https://www.newyorkfed.org/medialibrary/media/research/staff_reports/sr1103.pdf?sc_lang=en

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> While the world was focused on financial volatility and liquidations at the start of August, something odd happened at the Federal Reserve's Discount Window (DW). Given everything else that has gone on since then, starting with the yield curve then considering now-cracking commodities, plus foreigners' dollar buffers and even US dealer banks' collateral holdings, there aren't that many ways to interpret what banks are doing - or not - at the DW.

Eurodollar University's Money & Macro Analysis

FRB Michael Barr The Importance of Effective Liquidity Risk Management
https://www.federalreserve.gov/newsevents/speech/barr20231201a.htm

Reuters Discount window reform bill introduced as Fed works on its own overhaul
https://www.reuters.com/markets/discount-window-reform-bill-introduced-fed-works-its-own-overhaul-2024-07-29/

FRBNY Staff Report 1103 Can Discount Window Stigma Be Cured? An Experimental Investigation
https://www.newyorkfed.org/medialibrary/media/research/staff_reports/sr1103.pdf?sc_lang=en

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 04 Sep 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1335 While the world was focused on financial volatility and liquidations at the start of August, something odd happened at the Federal Reserve's Discount Window (DW). Given everything else that has gone on since then, starting with the yield curve then considering now-cracking commodities, plus foreigners' dollar buffers and even US dealer banks' collateral holdings, there aren't that many ways to interpret what banks are doing - or not - at the DW.

Eurodollar University's Money & Macro Analysis

FRB Michael Barr The Importance of Effective Liquidity Risk Management
https://www.federalreserve.gov/newsevents/speech/barr20231201a.htm

Reuters Discount window reform bill introduced as Fed works on its own overhaul
https://www.reuters.com/markets/discount-window-reform-bill-introduced-fed-works-its-own-overhaul-2024-07-29/

FRBNY Staff Report 1103 Can Discount Window Stigma Be Cured? An Experimental Investigation
https://www.newyorkfed.org/medialibrary/media/research/staff_reports/sr1103.pdf?sc_lang=en

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Gas Prices Are TANKING, Here's What That Means for the Economy 872 872 Gas Prices Are TANKING, Here's What That Means for the Economy full 0f3724cb-5185-4595-ba6f-d1e57f885295 https://share.transistor.fm/s/6bb76bb9 Wholesale gasoline prices plunged in August to their lowest since the start of the year. This sounds like a positive, both for consumers as well as Fed policymakers and the disinflationary impact on consumer prices. But refinery margins have crashed to their lowest in three and a half years which instead points to more and bigger trouble. 

Eurodollar University's Money & Macro Analysis

CNBC Oil prices ease on US gasoline demand worries, economic data
https://www.cnbc.com/2024/05/29/oil-rises-as-major-producers-expected-to-keep-output-cuts-in-place.html

The Globe & Mail Crude Prices Fall on Energy Demand Concerns and Increased Russian Crude Exports

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wholesale gasoline prices plunged in August to their lowest since the start of the year. This sounds like a positive, both for consumers as well as Fed policymakers and the disinflationary impact on consumer prices. But refinery margins have crashed to their lowest in three and a half years which instead points to more and bigger trouble. 

Eurodollar University's Money & Macro Analysis

CNBC Oil prices ease on US gasoline demand worries, economic data
https://www.cnbc.com/2024/05/29/oil-rises-as-major-producers-expected-to-keep-output-cuts-in-place.html

The Globe & Mail Crude Prices Fall on Energy Demand Concerns and Increased Russian Crude Exports

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 03 Sep 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1094 Wholesale gasoline prices plunged in August to their lowest since the start of the year. This sounds like a positive, both for consumers as well as Fed policymakers and the disinflationary impact on consumer prices. But refinery margins have crashed to their lowest in three and a half years which instead points to more and bigger trouble. 

Eurodollar University's Money & Macro Analysis

CNBC Oil prices ease on US gasoline demand worries, economic data
https://www.cnbc.com/2024/05/29/oil-rises-as-major-producers-expected-to-keep-output-cuts-in-place.html

The Globe & Mail Crude Prices Fall on Energy Demand Concerns and Increased Russian Crude Exports

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Consumers Have NO MORE Savings... 871 871 Consumers Have NO MORE Savings... full 4e3510e8-e522-4e8d-9c40-16d073d51d54 https://share.transistor.fm/s/4b7260fe The most significant macro data from the past week certainly wasn't GDP (it wasn't even the most important datapoint within its own series), instead it was personal savings. It is yet another confirmation of what we've been hearing from across the economy and markets. Consumers are tapped out, and they're out of money because of jobs and incomes.

Eurodollar University's conversation w/Steve Van Metre

BLS Metropolitan Area Employment and Unemployment (Monthly)
https://www.bls.gov/web/metro.supp.toc.htm

BLS Over-the-year percent change in total private average weekly earnings for metropolitan areas, not seasonally adjusted
https://www.bls.gov/charts/metro-area-employment-and-unemployment/metro-area-oty-percent-change-in-average-weekly-earnings.htm

Challenger, Gray, & Christmas Challenger Report: Job Cuts Remain Low While Hiring Falls to Lowest YTD Since 2012
https://www.challengergray.com/blog/challenger-report-job-cuts-remain-low-while-hiring-falls-to-lowest-ytd-since-2012/


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The most significant macro data from the past week certainly wasn't GDP (it wasn't even the most important datapoint within its own series), instead it was personal savings. It is yet another confirmation of what we've been hearing from across the economy and markets. Consumers are tapped out, and they're out of money because of jobs and incomes.

Eurodollar University's conversation w/Steve Van Metre

BLS Metropolitan Area Employment and Unemployment (Monthly)
https://www.bls.gov/web/metro.supp.toc.htm

BLS Over-the-year percent change in total private average weekly earnings for metropolitan areas, not seasonally adjusted
https://www.bls.gov/charts/metro-area-employment-and-unemployment/metro-area-oty-percent-change-in-average-weekly-earnings.htm

Challenger, Gray, & Christmas Challenger Report: Job Cuts Remain Low While Hiring Falls to Lowest YTD Since 2012
https://www.challengergray.com/blog/challenger-report-job-cuts-remain-low-while-hiring-falls-to-lowest-ytd-since-2012/


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 02 Sep 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1112 The most significant macro data from the past week certainly wasn't GDP (it wasn't even the most important datapoint within its own series), instead it was personal savings. It is yet another confirmation of what we've been hearing from across the economy and markets. Consumers are tapped out, and they're out of money because of jobs and incomes.

Eurodollar University's conversation w/Steve Van Metre

BLS Metropolitan Area Employment and Unemployment (Monthly)
https://www.bls.gov/web/metro.supp.toc.htm

BLS Over-the-year percent change in total private average weekly earnings for metropolitan areas, not seasonally adjusted
https://www.bls.gov/charts/metro-area-employment-and-unemployment/metro-area-oty-percent-change-in-average-weekly-earnings.htm

Challenger, Gray, & Christmas Challenger Report: Job Cuts Remain Low While Hiring Falls to Lowest YTD Since 2012
https://www.challengergray.com/blog/challenger-report-job-cuts-remain-low-while-hiring-falls-to-lowest-ytd-since-2012/


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: GDP Explodes Higher (Unless You Look Beneath the Surface) 870 870 BREAKING: GDP Explodes Higher (Unless You Look Beneath the Surface) full d5706cfc-63a5-475a-bace-082b896d8001 https://share.transistor.fm/s/de386705 People keep saying the economy is in the toilet and the  US government keeps raising its estimate for GDP. The general public isn't wrong, GDP is. How do we know? Because that's what GDP says - its other side. Not as well known, it should be because this is the one which is far more accurate during cyclical downturns. History, academic studies, consistency with other signals, not to mention how much it backs up popular perception. Everything including the better side of GDP is lined up against GDP. 

Eurodollar University's Money & Macro Analysis

Jeremy Nalewaik Board of Governors of the Federal Reserve System
The Income- and Expenditure-Side Estimates of U.S. Output Growth 
https://www.brookings.edu/wp-content/uploads/2010/03/2010a_bpea_nalewaik.pdf

CNBC Dollar General shares crater 25% as retailer cuts outlook, blaming ‘financially constrained’ customers
https://www.cnbc.com/2024/08/29/dollar-general-shares-crater-20percent-as-retailer-cuts-outlook-blaming-financially-constrained-customers.html

CNBC Lululemon cuts guidance, misses sales estimates after botched product launch
https://www.cnbc.com/2024/08/29/lululemon-lulu-earnings-q2-2024.html

Morningstar Lululemon Earnings: Near-Term Outlook Dims, but Profitability and Underlying Brand Strength Hold
https://www.morningstar.com/stocks/lululemon-earnings-near-term-outlook-dims-profitability-underlying-brand-strength-hold

UBS “Vibecession”? - The paradox between hard data and sentiment
https://www.ubs.com/us/en/wealth-management/insights/market-news/article.1608955.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> People keep saying the economy is in the toilet and the  US government keeps raising its estimate for GDP. The general public isn't wrong, GDP is. How do we know? Because that's what GDP says - its other side. Not as well known, it should be because this is the one which is far more accurate during cyclical downturns. History, academic studies, consistency with other signals, not to mention how much it backs up popular perception. Everything including the better side of GDP is lined up against GDP. 

Eurodollar University's Money & Macro Analysis

Jeremy Nalewaik Board of Governors of the Federal Reserve System
The Income- and Expenditure-Side Estimates of U.S. Output Growth 
https://www.brookings.edu/wp-content/uploads/2010/03/2010a_bpea_nalewaik.pdf

CNBC Dollar General shares crater 25% as retailer cuts outlook, blaming ‘financially constrained’ customers
https://www.cnbc.com/2024/08/29/dollar-general-shares-crater-20percent-as-retailer-cuts-outlook-blaming-financially-constrained-customers.html

CNBC Lululemon cuts guidance, misses sales estimates after botched product launch
https://www.cnbc.com/2024/08/29/lululemon-lulu-earnings-q2-2024.html

Morningstar Lululemon Earnings: Near-Term Outlook Dims, but Profitability and Underlying Brand Strength Hold
https://www.morningstar.com/stocks/lululemon-earnings-near-term-outlook-dims-profitability-underlying-brand-strength-hold

UBS “Vibecession”? - The paradox between hard data and sentiment
https://www.ubs.com/us/en/wealth-management/insights/market-news/article.1608955.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 01 Sep 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1158 People keep saying the economy is in the toilet and the  US government keeps raising its estimate for GDP. The general public isn't wrong, GDP is. How do we know? Because that's what GDP says - its other side. Not as well known, it should be because this is the one which is far more accurate during cyclical downturns. History, academic studies, consistency with other signals, not to mention how much it backs up popular perception. Everything including the better side of GDP is lined up against GDP. 

Eurodollar University's Money & Macro Analysis

Jeremy Nalewaik Board of Governors of the Federal Reserve System
The Income- and Expenditure-Side Estimates of U.S. Output Growth 
https://www.brookings.edu/wp-content/uploads/2010/03/2010a_bpea_nalewaik.pdf

CNBC Dollar General shares crater 25% as retailer cuts outlook, blaming ‘financially constrained’ customers
https://www.cnbc.com/2024/08/29/dollar-general-shares-crater-20percent-as-retailer-cuts-outlook-blaming-financially-constrained-customers.html

CNBC Lululemon cuts guidance, misses sales estimates after botched product launch
https://www.cnbc.com/2024/08/29/lululemon-lulu-earnings-q2-2024.html

Morningstar Lululemon Earnings: Near-Term Outlook Dims, but Profitability and Underlying Brand Strength Hold
https://www.morningstar.com/stocks/lululemon-earnings-near-term-outlook-dims-profitability-underlying-brand-strength-hold

UBS “Vibecession”? - The paradox between hard data and sentiment
https://www.ubs.com/us/en/wealth-management/insights/market-news/article.1608955.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No New Data Shows the ENTIRE Service Economy Is Facing Collapse 869 869 New Data Shows the ENTIRE Service Economy Is Facing Collapse full 7055d460-8e66-4cf5-9405-a8c595e073b5 https://share.transistor.fm/s/3351d906 New information from various sources all around the US service sector shows a downturn taking hold in that segment with employment signals turning more and more negative. It confirms the ongoing and more decisive bull steepening continuing to take shape in the Treasury market. Even mainstream sources are having to cover the fact there is something big happening when you can see it in services.

Eurodollar University's Money & Macro Analysis

CNN A key part of America’s economy has shifted into reverse
https://www.cnn.com/2024/07/07/economy/stocks-week-ahead-services-sector-slow-restaurants-stores/index.html

FRB Philadelphia August 2024 Nonmanufacturing Business Outlook Survey
https://www.philadelphiafed.org/surveys-and-data/regional-economic-analysis/nbos-2024-08

Fifth District Survey of Service Sector Activity
https://www.richmondfed.org/region_communities/regional_data_analysis/surveys/service_sector

Texas Service Sector Outlook Survey
https://www.dallasfed.org/research/surveys/tssos/2024/2408

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> New information from various sources all around the US service sector shows a downturn taking hold in that segment with employment signals turning more and more negative. It confirms the ongoing and more decisive bull steepening continuing to take shape in the Treasury market. Even mainstream sources are having to cover the fact there is something big happening when you can see it in services.

Eurodollar University's Money & Macro Analysis

CNN A key part of America’s economy has shifted into reverse
https://www.cnn.com/2024/07/07/economy/stocks-week-ahead-services-sector-slow-restaurants-stores/index.html

FRB Philadelphia August 2024 Nonmanufacturing Business Outlook Survey
https://www.philadelphiafed.org/surveys-and-data/regional-economic-analysis/nbos-2024-08

Fifth District Survey of Service Sector Activity
https://www.richmondfed.org/region_communities/regional_data_analysis/surveys/service_sector

Texas Service Sector Outlook Survey
https://www.dallasfed.org/research/surveys/tssos/2024/2408

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 30 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1065 New information from various sources all around the US service sector shows a downturn taking hold in that segment with employment signals turning more and more negative. It confirms the ongoing and more decisive bull steepening continuing to take shape in the Treasury market. Even mainstream sources are having to cover the fact there is something big happening when you can see it in services.

Eurodollar University's Money & Macro Analysis

CNN A key part of America’s economy has shifted into reverse
https://www.cnn.com/2024/07/07/economy/stocks-week-ahead-services-sector-slow-restaurants-stores/index.html

FRB Philadelphia August 2024 Nonmanufacturing Business Outlook Survey
https://www.philadelphiafed.org/surveys-and-data/regional-economic-analysis/nbos-2024-08

Fifth District Survey of Service Sector Activity
https://www.richmondfed.org/region_communities/regional_data_analysis/surveys/service_sector

Texas Service Sector Outlook Survey
https://www.dallasfed.org/research/surveys/tssos/2024/2408

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Germany Is in Full Blown "Crisis" Mode, Heres What that Means for the World 868 868 Germany Is in Full Blown "Crisis" Mode, Heres What that Means for the World full 3a33fc84-9a6b-4aec-84f1-e0cc41a91f33 https://share.transistor.fm/s/96a2fc0f German observers are saying the economy has reached crisis proportions and the reason is what the US economy's weakness is doing to the rest of the world. Rather than recover as many in Europe had hoped, the situation has turned grim due to America's growing negatives. As one result, bulls are firmly in charge of all the curves.

Eurodollar University's Money & Macro Analysis

IFO Business Climate Index deteriorates (August 2024)
https://www.ifo.de/en/facts/2024-08-26/ifo-business-climate-index-deteriorates-august-2024

Dow Jones German business increasingly in trouble, Ifo survey finds
https://www.morningstar.com/news/marketwatch/2024082620/german-business-increasingly-in-trouble-ifo-survey-finds

WSJ German Economic Expectations Nosedive as Global Slowdown Fears Bite
https://www.wsj.com/economy/central-banking/german-economic-expectations-nosedive-as-global-slowdown-fears-bite-944996b5

S&P Global/HCOB Germany PMIs August 2024
https://www.pmi.spglobal.com/Public/Home/PressRelease/3c59ed1870c24259ac3e62cfb7792724

deStatis Germany June Trade
https://www.destatis.de/EN/Press/2024/08/PE24_300_51.html

Bundesbank Forecast for Germany: German economy slowly regaining its footing
https://www.bundesbank.de/en/press/press-releases/bundesbank-forecast-for-germany-german-economy-slowly-regaining-its-footing-933658


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> German observers are saying the economy has reached crisis proportions and the reason is what the US economy's weakness is doing to the rest of the world. Rather than recover as many in Europe had hoped, the situation has turned grim due to America's growing negatives. As one result, bulls are firmly in charge of all the curves.

Eurodollar University's Money & Macro Analysis

IFO Business Climate Index deteriorates (August 2024)
https://www.ifo.de/en/facts/2024-08-26/ifo-business-climate-index-deteriorates-august-2024

Dow Jones German business increasingly in trouble, Ifo survey finds
https://www.morningstar.com/news/marketwatch/2024082620/german-business-increasingly-in-trouble-ifo-survey-finds

WSJ German Economic Expectations Nosedive as Global Slowdown Fears Bite
https://www.wsj.com/economy/central-banking/german-economic-expectations-nosedive-as-global-slowdown-fears-bite-944996b5

S&P Global/HCOB Germany PMIs August 2024
https://www.pmi.spglobal.com/Public/Home/PressRelease/3c59ed1870c24259ac3e62cfb7792724

deStatis Germany June Trade
https://www.destatis.de/EN/Press/2024/08/PE24_300_51.html

Bundesbank Forecast for Germany: German economy slowly regaining its footing
https://www.bundesbank.de/en/press/press-releases/bundesbank-forecast-for-germany-german-economy-slowly-regaining-its-footing-933658


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 29 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1131 German observers are saying the economy has reached crisis proportions and the reason is what the US economy's weakness is doing to the rest of the world. Rather than recover as many in Europe had hoped, the situation has turned grim due to America's growing negatives. As one result, bulls are firmly in charge of all the curves.

Eurodollar University's Money & Macro Analysis

IFO Business Climate Index deteriorates (August 2024)
https://www.ifo.de/en/facts/2024-08-26/ifo-business-climate-index-deteriorates-august-2024

Dow Jones German business increasingly in trouble, Ifo survey finds
https://www.morningstar.com/news/marketwatch/2024082620/german-business-increasingly-in-trouble-ifo-survey-finds

WSJ German Economic Expectations Nosedive as Global Slowdown Fears Bite
https://www.wsj.com/economy/central-banking/german-economic-expectations-nosedive-as-global-slowdown-fears-bite-944996b5

S&P Global/HCOB Germany PMIs August 2024
https://www.pmi.spglobal.com/Public/Home/PressRelease/3c59ed1870c24259ac3e62cfb7792724

deStatis Germany June Trade
https://www.destatis.de/EN/Press/2024/08/PE24_300_51.html

Bundesbank Forecast for Germany: German economy slowly regaining its footing
https://www.bundesbank.de/en/press/press-releases/bundesbank-forecast-for-germany-german-economy-slowly-regaining-its-footing-933658


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Chinese Company PLUNGES 30% (This Confirms Everything) 867 867 Chinese Company PLUNGES 30% (This Confirms Everything) full c9a19a52-c3c4-47bc-8a75-5a29f4dd07ce https://share.transistor.fm/s/4e706048 Chinese e-commerce retailer Temu becomes the latest global consumer business to warn about the economy - exactly what bonds have been doing all year much to the growing frustration of authorities. They'd rather derail lower market rates at the same time as cutting their own? It actually does make a lot of sense as all these things are related.

Eurodollar University's Money & Macro Analysis

Bloomberg PDD’s Warning Highlights Growing Strain on China Consumer Firms
https://www.bloomberg.com/news/articles/2024-08-27/pdd-s-warning-highlights-growing-strain-on-china-consumer-firms

CNBC Shares of Temu parent company PDD plunge almost 29%
https://www.cnbc.com/2024/08/27/shares-of-temu-parent-company-pdd-plunges-29percent-largest-one-day-loss.html

Bloomberg China Economists See Weak Demand Despite Expected Rate Cuts
https://www.bloomberg.com/news/articles/2024-08-26/china-seen-mired-in-weakening-demand-despite-expected-rate-cuts?srnd=phx-economics-v2

Bloomberg PBOC Holds Policy Rate Steady After Warning on Bond Rally
https://www.bloomberg.com/news/articles/2024-08-26/pboc-holds-policy-loan-rate-steady-after-warning-on-bond-rally?srnd=phx-economics-v2

Bloomberg China Won’t Ban Bond Trading But Sees Risk in Buying Frenzy
https://www.bloomberg.com/news/articles/2024-08-24/china-won-t-ban-bond-trading-but-sees-risk-in-buying-frenzy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Chinese e-commerce retailer Temu becomes the latest global consumer business to warn about the economy - exactly what bonds have been doing all year much to the growing frustration of authorities. They'd rather derail lower market rates at the same time as cutting their own? It actually does make a lot of sense as all these things are related.

Eurodollar University's Money & Macro Analysis

Bloomberg PDD’s Warning Highlights Growing Strain on China Consumer Firms
https://www.bloomberg.com/news/articles/2024-08-27/pdd-s-warning-highlights-growing-strain-on-china-consumer-firms

CNBC Shares of Temu parent company PDD plunge almost 29%
https://www.cnbc.com/2024/08/27/shares-of-temu-parent-company-pdd-plunges-29percent-largest-one-day-loss.html

Bloomberg China Economists See Weak Demand Despite Expected Rate Cuts
https://www.bloomberg.com/news/articles/2024-08-26/china-seen-mired-in-weakening-demand-despite-expected-rate-cuts?srnd=phx-economics-v2

Bloomberg PBOC Holds Policy Rate Steady After Warning on Bond Rally
https://www.bloomberg.com/news/articles/2024-08-26/pboc-holds-policy-loan-rate-steady-after-warning-on-bond-rally?srnd=phx-economics-v2

Bloomberg China Won’t Ban Bond Trading But Sees Risk in Buying Frenzy
https://www.bloomberg.com/news/articles/2024-08-24/china-won-t-ban-bond-trading-but-sees-risk-in-buying-frenzy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 28 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1082 Chinese e-commerce retailer Temu becomes the latest global consumer business to warn about the economy - exactly what bonds have been doing all year much to the growing frustration of authorities. They'd rather derail lower market rates at the same time as cutting their own? It actually does make a lot of sense as all these things are related.

Eurodollar University's Money & Macro Analysis

Bloomberg PDD’s Warning Highlights Growing Strain on China Consumer Firms
https://www.bloomberg.com/news/articles/2024-08-27/pdd-s-warning-highlights-growing-strain-on-china-consumer-firms

CNBC Shares of Temu parent company PDD plunge almost 29%
https://www.cnbc.com/2024/08/27/shares-of-temu-parent-company-pdd-plunges-29percent-largest-one-day-loss.html

Bloomberg China Economists See Weak Demand Despite Expected Rate Cuts
https://www.bloomberg.com/news/articles/2024-08-26/china-seen-mired-in-weakening-demand-despite-expected-rate-cuts?srnd=phx-economics-v2

Bloomberg PBOC Holds Policy Rate Steady After Warning on Bond Rally
https://www.bloomberg.com/news/articles/2024-08-26/pboc-holds-policy-loan-rate-steady-after-warning-on-bond-rally?srnd=phx-economics-v2

Bloomberg China Won’t Ban Bond Trading But Sees Risk in Buying Frenzy
https://www.bloomberg.com/news/articles/2024-08-24/china-won-t-ban-bond-trading-but-sees-risk-in-buying-frenzy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The REAL Reason Interest Rates are TANKING 866 866 The REAL Reason Interest Rates are TANKING full 851cb406-2099-47e2-938a-4d386f1bd5d9 https://share.transistor.fm/s/e7b02371 Just as low interest rates are being validated in every way, some Economists like Nouriel Roubini are alleging that yields are instead being held down by noted monetary genius Janet Yellen who has the Treasury Department engaged in a form of stealth QE. The problem is actually Economists who think interest rates are nothing more than tools to be manipulated by all-powerful govts when in reality they are more accurate though not perfect reflections of how govts fail.

Eurodollar University's Money & Macro Analysis

Roubini/Miran Hudson Bay Capital  ATI: Activist Treasury Issuance and the
Tug-of-War Over Monetary Policy
https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf

FT People are flipping out about T-bill issuance
https://www.ft.com/content/f0f62f0b-fee2-463a-a075-3b8dab333f40

TBAC Fiscal Year 2023 Q3 Report
https://home.treasury.gov/system/files/221/TreasuryPresentationToTBACQ32023.pdf

TBAC April 30, 2024
https://home.treasury.gov/system/files/221/TBACCharge1Q22024.pdf

CNN 'Dr. Doom' explains why the Fed will lose its inflation battle
https://www.cnn.com/videos/business/2022/10/19/nouriel-roubini-markets-now.cnn-business

Bloomberg Roubini Sees Significant Chance of ‘No Landing’ for US Economy
https://www.bloomberg.com/news/articles/2024-03-04/roubini-sees-significant-chance-of-no-landing-for-us-economy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Just as low interest rates are being validated in every way, some Economists like Nouriel Roubini are alleging that yields are instead being held down by noted monetary genius Janet Yellen who has the Treasury Department engaged in a form of stealth QE. The problem is actually Economists who think interest rates are nothing more than tools to be manipulated by all-powerful govts when in reality they are more accurate though not perfect reflections of how govts fail.

Eurodollar University's Money & Macro Analysis

Roubini/Miran Hudson Bay Capital  ATI: Activist Treasury Issuance and the
Tug-of-War Over Monetary Policy
https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf

FT People are flipping out about T-bill issuance
https://www.ft.com/content/f0f62f0b-fee2-463a-a075-3b8dab333f40

TBAC Fiscal Year 2023 Q3 Report
https://home.treasury.gov/system/files/221/TreasuryPresentationToTBACQ32023.pdf

TBAC April 30, 2024
https://home.treasury.gov/system/files/221/TBACCharge1Q22024.pdf

CNN 'Dr. Doom' explains why the Fed will lose its inflation battle
https://www.cnn.com/videos/business/2022/10/19/nouriel-roubini-markets-now.cnn-business

Bloomberg Roubini Sees Significant Chance of ‘No Landing’ for US Economy
https://www.bloomberg.com/news/articles/2024-03-04/roubini-sees-significant-chance-of-no-landing-for-us-economy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 27 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1123 Just as low interest rates are being validated in every way, some Economists like Nouriel Roubini are alleging that yields are instead being held down by noted monetary genius Janet Yellen who has the Treasury Department engaged in a form of stealth QE. The problem is actually Economists who think interest rates are nothing more than tools to be manipulated by all-powerful govts when in reality they are more accurate though not perfect reflections of how govts fail.

Eurodollar University's Money & Macro Analysis

Roubini/Miran Hudson Bay Capital  ATI: Activist Treasury Issuance and the
Tug-of-War Over Monetary Policy
https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf

FT People are flipping out about T-bill issuance
https://www.ft.com/content/f0f62f0b-fee2-463a-a075-3b8dab333f40

TBAC Fiscal Year 2023 Q3 Report
https://home.treasury.gov/system/files/221/TreasuryPresentationToTBACQ32023.pdf

TBAC April 30, 2024
https://home.treasury.gov/system/files/221/TBACCharge1Q22024.pdf

CNN 'Dr. Doom' explains why the Fed will lose its inflation battle
https://www.cnn.com/videos/business/2022/10/19/nouriel-roubini-markets-now.cnn-business

Bloomberg Roubini Sees Significant Chance of ‘No Landing’ for US Economy
https://www.bloomberg.com/news/articles/2024-03-04/roubini-sees-significant-chance-of-no-landing-for-us-economy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Everything The Main Stream Media Missed at Jackson Hole 865 865 Everything The Main Stream Media Missed at Jackson Hole full f3ac876c-0374-43d5-afd9-f0b9e3fe05a3 https://share.transistor.fm/s/cb59914d Jay Powell's Jackson Hole appearance and speech wasn't really about rate cuts. It was a sales job trying to sell you and as much of the world as possible on the Fed itself. Just making the pitch, however, means implicitly admitting the US economy just leapt out of the frying pan and into the fire. Powell says it's OK because he knows how to turn the heat down when there is zero reason to believe anyone at the FOMC knows where it is us or what the temperature is going to be. 

Eurodollar University's conversation w/Steve Van Metre

Jay Powell Jackson Hole
https://www.federalreserve.gov/newsevents/speech/files/powell20240823a.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Jay Powell's Jackson Hole appearance and speech wasn't really about rate cuts. It was a sales job trying to sell you and as much of the world as possible on the Fed itself. Just making the pitch, however, means implicitly admitting the US economy just leapt out of the frying pan and into the fire. Powell says it's OK because he knows how to turn the heat down when there is zero reason to believe anyone at the FOMC knows where it is us or what the temperature is going to be. 

Eurodollar University's conversation w/Steve Van Metre

Jay Powell Jackson Hole
https://www.federalreserve.gov/newsevents/speech/files/powell20240823a.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 26 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1112 Jay Powell's Jackson Hole appearance and speech wasn't really about rate cuts. It was a sales job trying to sell you and as much of the world as possible on the Fed itself. Just making the pitch, however, means implicitly admitting the US economy just leapt out of the frying pan and into the fire. Powell says it's OK because he knows how to turn the heat down when there is zero reason to believe anyone at the FOMC knows where it is us or what the temperature is going to be. 

Eurodollar University's conversation w/Steve Van Metre

Jay Powell Jackson Hole
https://www.federalreserve.gov/newsevents/speech/files/powell20240823a.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Jerome Powell Bombshell Speech Reveals Everything You Need To Know About The Economy 864 864 Jerome Powell Bombshell Speech Reveals Everything You Need To Know About The Economy full ace5f3ab-4a92-450e-8df2-ef455d2285a1 https://share.transistor.fm/s/3fe27d4d It wasn't just a pivot, Powell admits the US economy is in trouble as unemployment has already started rising. While that's it's own can of worms, there are also more monetary and financial considerations related to what happened early in August. CLOs, collateral, stock market liquidations, all tied to what the Fed just agreed to. 

Eurodollar University's Money & Macro Analysis

EDU YT Japan is buying MASSIVE Amounts of Junk Credit
https://www.youtube.com/watch?v=_a_2J6mU48o

CNBC Jay Powell Jackson Hole
https://www.youtube.com/watch?v=zpiMF6bZ0sg

Text of Powell Speech
https://www.federalreserve.gov/newsevents/speech/powell20240823a.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> It wasn't just a pivot, Powell admits the US economy is in trouble as unemployment has already started rising. While that's it's own can of worms, there are also more monetary and financial considerations related to what happened early in August. CLOs, collateral, stock market liquidations, all tied to what the Fed just agreed to. 

Eurodollar University's Money & Macro Analysis

EDU YT Japan is buying MASSIVE Amounts of Junk Credit
https://www.youtube.com/watch?v=_a_2J6mU48o

CNBC Jay Powell Jackson Hole
https://www.youtube.com/watch?v=zpiMF6bZ0sg

Text of Powell Speech
https://www.federalreserve.gov/newsevents/speech/powell20240823a.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 25 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1309 It wasn't just a pivot, Powell admits the US economy is in trouble as unemployment has already started rising. While that's it's own can of worms, there are also more monetary and financial considerations related to what happened early in August. CLOs, collateral, stock market liquidations, all tied to what the Fed just agreed to. 

Eurodollar University's Money & Macro Analysis

EDU YT Japan is buying MASSIVE Amounts of Junk Credit
https://www.youtube.com/watch?v=_a_2J6mU48o

CNBC Jay Powell Jackson Hole
https://www.youtube.com/watch?v=zpiMF6bZ0sg

Text of Powell Speech
https://www.federalreserve.gov/newsevents/speech/powell20240823a.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Central Banks Are Now Making Emergency Rate Cuts (Is the Fed Next?) 863 863 Central Banks Are Now Making Emergency Rate Cuts (Is the Fed Next?) full 17108af4-5d6c-4ddb-a4c1-76a735641f07 https://share.transistor.fm/s/9e07df9a The economy really has deteriorated quickly, enough that what seemed highly unlikely if not impossible early in July was very near to happened at the end of the month. I said a July Fed rate cut was in play on the 3rd and now according to the FOMC's minutes...it was. That, along with panicky central bankers seeking to quicken the pace of cutting, is definitely not a good sign. 

Eurodollar University's Money & Macro Analysis

EDU YT This Could Force the Fed to Cut Rates in July
https://www.youtube.com/watch?v=B03jMrfetks

 Pascal Michaillat, Emmanuel Saez Has the Recession Started? August 2024
https://pascalmichaillat.org/16.pdf

FOMC July 2024 minutes
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20240731.pdf

Politico Sharp slowdown in wage growth boosts ECB rate cut hopes
https://www.politico.eu/article/big-slowdown-in-wages-boosts-ecb-rate-cut-hopes/

Bloomberg ECB’s Rehn Says Growth Risks Bolster Case for September Cut
https://www.bloomberg.com/news/articles/2024-08-19/ecb-s-rehn-says-growth-risks-bolster-case-for-september-cut

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The economy really has deteriorated quickly, enough that what seemed highly unlikely if not impossible early in July was very near to happened at the end of the month. I said a July Fed rate cut was in play on the 3rd and now according to the FOMC's minutes...it was. That, along with panicky central bankers seeking to quicken the pace of cutting, is definitely not a good sign. 

Eurodollar University's Money & Macro Analysis

EDU YT This Could Force the Fed to Cut Rates in July
https://www.youtube.com/watch?v=B03jMrfetks

 Pascal Michaillat, Emmanuel Saez Has the Recession Started? August 2024
https://pascalmichaillat.org/16.pdf

FOMC July 2024 minutes
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20240731.pdf

Politico Sharp slowdown in wage growth boosts ECB rate cut hopes
https://www.politico.eu/article/big-slowdown-in-wages-boosts-ecb-rate-cut-hopes/

Bloomberg ECB’s Rehn Says Growth Risks Bolster Case for September Cut
https://www.bloomberg.com/news/articles/2024-08-19/ecb-s-rehn-says-growth-risks-bolster-case-for-september-cut

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 23 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1259 The economy really has deteriorated quickly, enough that what seemed highly unlikely if not impossible early in July was very near to happened at the end of the month. I said a July Fed rate cut was in play on the 3rd and now according to the FOMC's minutes...it was. That, along with panicky central bankers seeking to quicken the pace of cutting, is definitely not a good sign. 

Eurodollar University's Money & Macro Analysis

EDU YT This Could Force the Fed to Cut Rates in July
https://www.youtube.com/watch?v=B03jMrfetks

 Pascal Michaillat, Emmanuel Saez Has the Recession Started? August 2024
https://pascalmichaillat.org/16.pdf

FOMC July 2024 minutes
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20240731.pdf

Politico Sharp slowdown in wage growth boosts ECB rate cut hopes
https://www.politico.eu/article/big-slowdown-in-wages-boosts-ecb-rate-cut-hopes/

Bloomberg ECB’s Rehn Says Growth Risks Bolster Case for September Cut
https://www.bloomberg.com/news/articles/2024-08-19/ecb-s-rehn-says-growth-risks-bolster-case-for-september-cut

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Job Market Just Revised Down 800,000! (Payroll Crash) 862 862 BREAKING: Job Market Just Revised Down 800,000! (Payroll Crash) full 4af4314d-fb99-4d8b-984f-0d0399edc56e https://share.transistor.fm/s/9de4d8c5 Was Macy's the latest victim of the strong labor market? That doesn't make sense, of course, and now the government data has been revised massively lower to better align what really happened last year with where we are this year. The new figures show not just one-third fewer jobs gained, more importantly what that does the rate of change in the rate of change (2nd derivative). It ends up in Macy's sales forecast.

Eurodollar University's Money & Macro Analysis

CNBC Macy’s cuts sales forecast as department stores struggle to draw shoppers
https://www.cnbc.com/2024/08/21/macys-m-q2-2024-earnings.html

Macy's Quarterly Results
https://www.macysinc.com/newsroom/news/news-details/2024/Macys-Inc.-Reports-Second-Quarter-2024-Results/default.aspx

BLS QCEW Home
https://www.bls.gov/cew/

BLS QCEW CES Preliminary Benchmark Announcement
https://www.bls.gov/web/empsit/cesprelbmk.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Was Macy's the latest victim of the strong labor market? That doesn't make sense, of course, and now the government data has been revised massively lower to better align what really happened last year with where we are this year. The new figures show not just one-third fewer jobs gained, more importantly what that does the rate of change in the rate of change (2nd derivative). It ends up in Macy's sales forecast.

Eurodollar University's Money & Macro Analysis

CNBC Macy’s cuts sales forecast as department stores struggle to draw shoppers
https://www.cnbc.com/2024/08/21/macys-m-q2-2024-earnings.html

Macy's Quarterly Results
https://www.macysinc.com/newsroom/news/news-details/2024/Macys-Inc.-Reports-Second-Quarter-2024-Results/default.aspx

BLS QCEW Home
https://www.bls.gov/cew/

BLS QCEW CES Preliminary Benchmark Announcement
https://www.bls.gov/web/empsit/cesprelbmk.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 22 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1120 Was Macy's the latest victim of the strong labor market? That doesn't make sense, of course, and now the government data has been revised massively lower to better align what really happened last year with where we are this year. The new figures show not just one-third fewer jobs gained, more importantly what that does the rate of change in the rate of change (2nd derivative). It ends up in Macy's sales forecast.

Eurodollar University's Money & Macro Analysis

CNBC Macy’s cuts sales forecast as department stores struggle to draw shoppers
https://www.cnbc.com/2024/08/21/macys-m-q2-2024-earnings.html

Macy's Quarterly Results
https://www.macysinc.com/newsroom/news/news-details/2024/Macys-Inc.-Reports-Second-Quarter-2024-Results/default.aspx

BLS QCEW Home
https://www.bls.gov/cew/

BLS QCEW CES Preliminary Benchmark Announcement
https://www.bls.gov/web/empsit/cesprelbmk.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Gold Surges To All-Time Highs (Everything You Need to Know) 861 861 Gold Surges To All-Time Highs (Everything You Need to Know) full 1f843278-3048-4c94-91f7-2bdf5d586f6d https://share.transistor.fm/s/2a620756 Gold jumped to another record high at the same time stocks are back closing in on theirs. Only two weeks after global financial chaos that has everyone wondering where things are heading, the implications of each could not be more different. So, where does everything else stack up? Is it just gold vs equities?

Eurodollar University's Money & Macro Analysis

Reuters Gold extends record rally on dollar weakness, rate-cut bets
https://www.reuters.com/markets/commodities/gold-steady-near-record-high-investors-seek-more-fed-cues-2024-08-20/

Bloomberg S&P 500’s Furious ‘Momentum Rally’ Takes a Break: Markets Wrap
https://www.bloomberg.com/news/articles/2024-08-19/stock-market-today-dow-s-p-live-updates

CNBC U.S. crude oil falls nearly 3% as U.S. pushes for Gaza cease-fire, China demand weighs on market
https://www.cnbc.com/2024/08/19/crude-oil-prices-today.html

Bloomberg Diesel Demand Hits 26-Year Seasonal Low in US on Slowing Economy
https://www.bloomberg.com/news/articles/2024-05-31/diesel-demand-hits-26-year-seasonal-low-in-us-on-slowing-economy


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Gold jumped to another record high at the same time stocks are back closing in on theirs. Only two weeks after global financial chaos that has everyone wondering where things are heading, the implications of each could not be more different. So, where does everything else stack up? Is it just gold vs equities?

Eurodollar University's Money & Macro Analysis

Reuters Gold extends record rally on dollar weakness, rate-cut bets
https://www.reuters.com/markets/commodities/gold-steady-near-record-high-investors-seek-more-fed-cues-2024-08-20/

Bloomberg S&P 500’s Furious ‘Momentum Rally’ Takes a Break: Markets Wrap
https://www.bloomberg.com/news/articles/2024-08-19/stock-market-today-dow-s-p-live-updates

CNBC U.S. crude oil falls nearly 3% as U.S. pushes for Gaza cease-fire, China demand weighs on market
https://www.cnbc.com/2024/08/19/crude-oil-prices-today.html

Bloomberg Diesel Demand Hits 26-Year Seasonal Low in US on Slowing Economy
https://www.bloomberg.com/news/articles/2024-05-31/diesel-demand-hits-26-year-seasonal-low-in-us-on-slowing-economy


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 21 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1144 Gold jumped to another record high at the same time stocks are back closing in on theirs. Only two weeks after global financial chaos that has everyone wondering where things are heading, the implications of each could not be more different. So, where does everything else stack up? Is it just gold vs equities?

Eurodollar University's Money & Macro Analysis

Reuters Gold extends record rally on dollar weakness, rate-cut bets
https://www.reuters.com/markets/commodities/gold-steady-near-record-high-investors-seek-more-fed-cues-2024-08-20/

Bloomberg S&P 500’s Furious ‘Momentum Rally’ Takes a Break: Markets Wrap
https://www.bloomberg.com/news/articles/2024-08-19/stock-market-today-dow-s-p-live-updates

CNBC U.S. crude oil falls nearly 3% as U.S. pushes for Gaza cease-fire, China demand weighs on market
https://www.cnbc.com/2024/08/19/crude-oil-prices-today.html

Bloomberg Diesel Demand Hits 26-Year Seasonal Low in US on Slowing Economy
https://www.bloomberg.com/news/articles/2024-05-31/diesel-demand-hits-26-year-seasonal-low-in-us-on-slowing-economy


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No If This is Right, Unemployment is About to SKYROCKET 860 860 If This is Right, Unemployment is About to SKYROCKET full 2506b961-4e11-4ebc-916d-fae9f89c905a https://share.transistor.fm/s/b12fd14a Economists and officials therefore the financial media continue to downplay the plunge in US consumer confidence, repeatedly referring to it as a "vibe-cession" that doesn't fit with the current data or modeled forecasts. History, common sense, and even econometric math isn't on their, or the data's, side. All of those say unemployment is about to surge.

Eurodollar University's Money & Macro Analysis

Washington Post Why We're Gloomier Than The Economy
https://www.washingtonpost.com/wp-dyn/content/article/2008/06/17/AR2008061702463_pf.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Economists and officials therefore the financial media continue to downplay the plunge in US consumer confidence, repeatedly referring to it as a "vibe-cession" that doesn't fit with the current data or modeled forecasts. History, common sense, and even econometric math isn't on their, or the data's, side. All of those say unemployment is about to surge.

Eurodollar University's Money & Macro Analysis

Washington Post Why We're Gloomier Than The Economy
https://www.washingtonpost.com/wp-dyn/content/article/2008/06/17/AR2008061702463_pf.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 20 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1142 Economists and officials therefore the financial media continue to downplay the plunge in US consumer confidence, repeatedly referring to it as a "vibe-cession" that doesn't fit with the current data or modeled forecasts. History, common sense, and even econometric math isn't on their, or the data's, side. All of those say unemployment is about to surge.

Eurodollar University's Money & Macro Analysis

Washington Post Why We're Gloomier Than The Economy
https://www.washingtonpost.com/wp-dyn/content/article/2008/06/17/AR2008061702463_pf.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The REAL Economic Data Was Just Released, It's Not Good 859 859 The REAL Economic Data Was Just Released, It's Not Good full 85db4674-65c5-4c95-8708-6221007e46d8 https://share.transistor.fm/s/75d4c28a Revisions are a normal part of high frequency data. Constant, near-exclusive downward revisions are not. Rewrites should be more evenly distributed which means these stats are overstating the economy. Plus, the problem is spreading hitting retail sales and IP as well as payrolls. While everyone went nuts over retail sales, the problem with July's number isn't just the likely downward revision.

Eurodollar University's conversation w/Steve Van Metre

Bloomberg Fed’s Goolsbee Says He’s Growing More Concerned About Employment
https://www.bloomberg.com/news/articles/2024-08-14/fed-s-goolsbee-says-he-s-growing-more-concerned-about-employment

Bloomberg Manufacturers Axe Products as a Factory Slowdown Lingers
https://www.bloomberg.com/news/newsletters/2024-08-16/rockwell-rok-xylem-xyl-axe-products-as-factory-slowdown-deepens

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Revisions are a normal part of high frequency data. Constant, near-exclusive downward revisions are not. Rewrites should be more evenly distributed which means these stats are overstating the economy. Plus, the problem is spreading hitting retail sales and IP as well as payrolls. While everyone went nuts over retail sales, the problem with July's number isn't just the likely downward revision.

Eurodollar University's conversation w/Steve Van Metre

Bloomberg Fed’s Goolsbee Says He’s Growing More Concerned About Employment
https://www.bloomberg.com/news/articles/2024-08-14/fed-s-goolsbee-says-he-s-growing-more-concerned-about-employment

Bloomberg Manufacturers Axe Products as a Factory Slowdown Lingers
https://www.bloomberg.com/news/newsletters/2024-08-16/rockwell-rok-xylem-xyl-axe-products-as-factory-slowdown-deepens

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 19 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1063 Revisions are a normal part of high frequency data. Constant, near-exclusive downward revisions are not. Rewrites should be more evenly distributed which means these stats are overstating the economy. Plus, the problem is spreading hitting retail sales and IP as well as payrolls. While everyone went nuts over retail sales, the problem with July's number isn't just the likely downward revision.

Eurodollar University's conversation w/Steve Van Metre

Bloomberg Fed’s Goolsbee Says He’s Growing More Concerned About Employment
https://www.bloomberg.com/news/articles/2024-08-14/fed-s-goolsbee-says-he-s-growing-more-concerned-about-employment

Bloomberg Manufacturers Axe Products as a Factory Slowdown Lingers
https://www.bloomberg.com/news/newsletters/2024-08-16/rockwell-rok-xylem-xyl-axe-products-as-factory-slowdown-deepens

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No I've Changed My Mind, I Think Interest Rates are About to Rise, Here's Why 858 858 I've Changed My Mind, I Think Interest Rates are About to Rise, Here's Why full e5011321-6aab-4410-ad54-37b236626845 https://share.transistor.fm/s/dccd5029 Financial volatility. Recession conditions. Lower growth and inflation. The rate cuts are still coming. So, that means interest rates around the world are about to go...UP? The fundamentals haven't changed - the calendar has. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Financial volatility. Recession conditions. Lower growth and inflation. The rate cuts are still coming. So, that means interest rates around the world are about to go...UP? The fundamentals haven't changed - the calendar has. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 18 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1039 Financial volatility. Recession conditions. Lower growth and inflation. The rate cuts are still coming. So, that means interest rates around the world are about to go...UP? The fundamentals haven't changed - the calendar has. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What Steel Prices CRASHING Means for the Global Economy 857 857 What Steel Prices CRASHING Means for the Global Economy full 2b4178b8-6a74-44c8-b7f1-e03b9542c2be https://share.transistor.fm/s/546864e9 Steel prices are plunging, down a quarter since May at lows not seen since 2016. The chairman of the world's largest producer just said he expects it to get much worse in terms of prices and for industry. The implications are far broader than steel or China. 

Eurodollar University's Money & Macro Analysis

Bloomberg World’s Biggest Steel Producer Warns of ‘Severe’ Industry Crisis
https://www.bloomberg.com/news/articles/2024-08-14/china-steel-industry-in-crisis-as-baowu-warns-of-severe-winter

Bloomberg ArcelorMittal Cries Foul on Steel Exports From China
https://www.bloomberg.com/news/articles/2024-08-01/arcelormittal-cries-foul-on-china-steel-exports-as-profit-falls

Bloomberg Iron Ore Takes Fresh Hit as Concerns Over Global Glut Exact Toll
https://www.bloomberg.com/news/articles/2024-08-12/iron-ore-in-retreat-as-concerns-over-global-surplus-take-toll

S&P Global China's steel output remains strong; downstream outlook still dim
https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/metals/071524-chinas-steel-output-remains-strong-downstream-outlook-still-dim

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Steel prices are plunging, down a quarter since May at lows not seen since 2016. The chairman of the world's largest producer just said he expects it to get much worse in terms of prices and for industry. The implications are far broader than steel or China. 

Eurodollar University's Money & Macro Analysis

Bloomberg World’s Biggest Steel Producer Warns of ‘Severe’ Industry Crisis
https://www.bloomberg.com/news/articles/2024-08-14/china-steel-industry-in-crisis-as-baowu-warns-of-severe-winter

Bloomberg ArcelorMittal Cries Foul on Steel Exports From China
https://www.bloomberg.com/news/articles/2024-08-01/arcelormittal-cries-foul-on-china-steel-exports-as-profit-falls

Bloomberg Iron Ore Takes Fresh Hit as Concerns Over Global Glut Exact Toll
https://www.bloomberg.com/news/articles/2024-08-12/iron-ore-in-retreat-as-concerns-over-global-surplus-take-toll

S&P Global China's steel output remains strong; downstream outlook still dim
https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/metals/071524-chinas-steel-output-remains-strong-downstream-outlook-still-dim

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 16 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 997 Steel prices are plunging, down a quarter since May at lows not seen since 2016. The chairman of the world's largest producer just said he expects it to get much worse in terms of prices and for industry. The implications are far broader than steel or China. 

Eurodollar University's Money & Macro Analysis

Bloomberg World’s Biggest Steel Producer Warns of ‘Severe’ Industry Crisis
https://www.bloomberg.com/news/articles/2024-08-14/china-steel-industry-in-crisis-as-baowu-warns-of-severe-winter

Bloomberg ArcelorMittal Cries Foul on Steel Exports From China
https://www.bloomberg.com/news/articles/2024-08-01/arcelormittal-cries-foul-on-china-steel-exports-as-profit-falls

Bloomberg Iron Ore Takes Fresh Hit as Concerns Over Global Glut Exact Toll
https://www.bloomberg.com/news/articles/2024-08-12/iron-ore-in-retreat-as-concerns-over-global-surplus-take-toll

S&P Global China's steel output remains strong; downstream outlook still dim
https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/metals/071524-chinas-steel-output-remains-strong-downstream-outlook-still-dim

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Was the Point of NO return (CPI Breakdown) 856 856 This Was the Point of NO return (CPI Breakdown) full e47090eb-1621-40be-b4a5-0b0e57d0d38a https://share.transistor.fm/s/5f744389 This was supposed to be all about "inflation" and instead everything is coming up jobs - including the latest CPI report. From Home Depot's most recent admission to now US refiners taking drastic steps to avoid getting caught with an energy glut (yep, that's right), the entire economy flipped from "sticky inflation" to Uh-Oh over employment. 

Eurodollar University's Money & Macro Analysis

Bloomberg It’s Inflation Week in the US. But Everyone’s Talking About Jobs
https://www.bloomberg.com/news/newsletters/2024-08-12/fed-rate-cuts-it-s-us-inflation-week-and-everyone-s-talking-jobs

Home Depot 
https://corporate.homedepot.com/news/earnings/home-depot-announces-second-quarter-2024-earnings

CNBC Home Depot expects sales to weaken as consumers grow more cautious
https://www.cnbc.com/2024/08/13/home-depot-hd-q2-2024-earnings.html

Bloomberg Oil Refiners in US Slow Down, Stoking Global Crude Glut Worries
https://www.bloomberg.com/news/articles/2024-08-11/oil-refiners-in-us-slow-down-stoking-global-crude-glut-worries

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> This was supposed to be all about "inflation" and instead everything is coming up jobs - including the latest CPI report. From Home Depot's most recent admission to now US refiners taking drastic steps to avoid getting caught with an energy glut (yep, that's right), the entire economy flipped from "sticky inflation" to Uh-Oh over employment. 

Eurodollar University's Money & Macro Analysis

Bloomberg It’s Inflation Week in the US. But Everyone’s Talking About Jobs
https://www.bloomberg.com/news/newsletters/2024-08-12/fed-rate-cuts-it-s-us-inflation-week-and-everyone-s-talking-jobs

Home Depot 
https://corporate.homedepot.com/news/earnings/home-depot-announces-second-quarter-2024-earnings

CNBC Home Depot expects sales to weaken as consumers grow more cautious
https://www.cnbc.com/2024/08/13/home-depot-hd-q2-2024-earnings.html

Bloomberg Oil Refiners in US Slow Down, Stoking Global Crude Glut Worries
https://www.bloomberg.com/news/articles/2024-08-11/oil-refiners-in-us-slow-down-stoking-global-crude-glut-worries

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 15 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1063 This was supposed to be all about "inflation" and instead everything is coming up jobs - including the latest CPI report. From Home Depot's most recent admission to now US refiners taking drastic steps to avoid getting caught with an energy glut (yep, that's right), the entire economy flipped from "sticky inflation" to Uh-Oh over employment. 

Eurodollar University's Money & Macro Analysis

Bloomberg It’s Inflation Week in the US. But Everyone’s Talking About Jobs
https://www.bloomberg.com/news/newsletters/2024-08-12/fed-rate-cuts-it-s-us-inflation-week-and-everyone-s-talking-jobs

Home Depot 
https://corporate.homedepot.com/news/earnings/home-depot-announces-second-quarter-2024-earnings

CNBC Home Depot expects sales to weaken as consumers grow more cautious
https://www.cnbc.com/2024/08/13/home-depot-hd-q2-2024-earnings.html

Bloomberg Oil Refiners in US Slow Down, Stoking Global Crude Glut Worries
https://www.bloomberg.com/news/articles/2024-08-11/oil-refiners-in-us-slow-down-stoking-global-crude-glut-worries

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Record Amounts of Capital Urgently Fleeing China (Everything You Need to Know) 855 855 Record Amounts of Capital Urgently Fleeing China (Everything You Need to Know) full 3c1bcdb7-6cd7-4105-a17f-cedebac44edf https://share.transistor.fm/s/59ac96ac While the world was distracted by US recession provoking a Japanese stock market crash, China was continuing to meltdown. In just the past few days the country reported: a record drop in foreign money fleeing China; the first contraction in bank lending to the real economy in nineteen years; record low market interest rates; and the PBOC going off the rails trying to derail that bond rally. And we thought China was in rough shape...last month. 

Eurodollar University's Money & Macro Analysis

Bloomberg China Goes to New Extreme in Crackdown on Bond-Market Frenzy
https://www.bloomberg.com/news/articles/2024-08-13/china-goes-to-new-extremes-in-crackdown-on-bond-market-frenzy

Bloomberg China Regulators Tell Some Rural Banks to Renege on Bond Trades
https://www.bloomberg.com/news/articles/2024-08-12/china-regulators-tell-some-rural-banks-to-renege-on-bond-trades

Bloomberg China Brokers Curb Bond Trading Amid PBOC Warnings on Rally
https://www.bloomberg.com/news/articles/2024-08-12/chinese-brokers-curb-bond-trading-amid-warnings-on-rally

Bloomberg China Asked State Banks to Keep Record of Government Bond Buyers
https://www.bloomberg.com/news/articles/2024-08-09/china-s-state-banks-asked-to-record-buyers-of-government-bonds

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> While the world was distracted by US recession provoking a Japanese stock market crash, China was continuing to meltdown. In just the past few days the country reported: a record drop in foreign money fleeing China; the first contraction in bank lending to the real economy in nineteen years; record low market interest rates; and the PBOC going off the rails trying to derail that bond rally. And we thought China was in rough shape...last month. 

Eurodollar University's Money & Macro Analysis

Bloomberg China Goes to New Extreme in Crackdown on Bond-Market Frenzy
https://www.bloomberg.com/news/articles/2024-08-13/china-goes-to-new-extremes-in-crackdown-on-bond-market-frenzy

Bloomberg China Regulators Tell Some Rural Banks to Renege on Bond Trades
https://www.bloomberg.com/news/articles/2024-08-12/china-regulators-tell-some-rural-banks-to-renege-on-bond-trades

Bloomberg China Brokers Curb Bond Trading Amid PBOC Warnings on Rally
https://www.bloomberg.com/news/articles/2024-08-12/chinese-brokers-curb-bond-trading-amid-warnings-on-rally

Bloomberg China Asked State Banks to Keep Record of Government Bond Buyers
https://www.bloomberg.com/news/articles/2024-08-09/china-s-state-banks-asked-to-record-buyers-of-government-bonds

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 14 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1141 While the world was distracted by US recession provoking a Japanese stock market crash, China was continuing to meltdown. In just the past few days the country reported: a record drop in foreign money fleeing China; the first contraction in bank lending to the real economy in nineteen years; record low market interest rates; and the PBOC going off the rails trying to derail that bond rally. And we thought China was in rough shape...last month. 

Eurodollar University's Money & Macro Analysis

Bloomberg China Goes to New Extreme in Crackdown on Bond-Market Frenzy
https://www.bloomberg.com/news/articles/2024-08-13/china-goes-to-new-extremes-in-crackdown-on-bond-market-frenzy

Bloomberg China Regulators Tell Some Rural Banks to Renege on Bond Trades
https://www.bloomberg.com/news/articles/2024-08-12/china-regulators-tell-some-rural-banks-to-renege-on-bond-trades

Bloomberg China Brokers Curb Bond Trading Amid PBOC Warnings on Rally
https://www.bloomberg.com/news/articles/2024-08-12/chinese-brokers-curb-bond-trading-amid-warnings-on-rally

Bloomberg China Asked State Banks to Keep Record of Government Bond Buyers
https://www.bloomberg.com/news/articles/2024-08-09/china-s-state-banks-asked-to-record-buyers-of-government-bonds

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Why is the Global Economy So Interconnected? 854 854 Why is the Global Economy So Interconnected? full db7890b2-5469-4273-a4db-8320376f0ffc https://share.transistor.fm/s/5da24fd5 How in the world does sudden fear over a US recession lead to a crash in Japanese stocks? Even more important, what might that crash suggest about the US recession? Our world is more interconnected than you've been led to believe. Our entire economic worldview is oriented around national groupings not because that’s the way the world works but because it keeps central bankers in a job. What globally synchronized is telling us now is that job losses are going to painfully rise - ours, not theirs. 

Eurodollar University's Money & Macro Analysis

Bank of Japan New Procedures for Money Market Operations and Monetary Easing
https://www.boj.or.jp/en/mopo/mpmdeci/mpr_2001/k010319a.htm

World Bank Research Paper Global Recessions
https://documents1.worldbank.org/curated/en/185391583249079464/pdf/Global-Recessions.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> How in the world does sudden fear over a US recession lead to a crash in Japanese stocks? Even more important, what might that crash suggest about the US recession? Our world is more interconnected than you've been led to believe. Our entire economic worldview is oriented around national groupings not because that’s the way the world works but because it keeps central bankers in a job. What globally synchronized is telling us now is that job losses are going to painfully rise - ours, not theirs. 

Eurodollar University's Money & Macro Analysis

Bank of Japan New Procedures for Money Market Operations and Monetary Easing
https://www.boj.or.jp/en/mopo/mpmdeci/mpr_2001/k010319a.htm

World Bank Research Paper Global Recessions
https://documents1.worldbank.org/curated/en/185391583249079464/pdf/Global-Recessions.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 13 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1122 How in the world does sudden fear over a US recession lead to a crash in Japanese stocks? Even more important, what might that crash suggest about the US recession? Our world is more interconnected than you've been led to believe. Our entire economic worldview is oriented around national groupings not because that’s the way the world works but because it keeps central bankers in a job. What globally synchronized is telling us now is that job losses are going to painfully rise - ours, not theirs. 

Eurodollar University's Money & Macro Analysis

Bank of Japan New Procedures for Money Market Operations and Monetary Easing
https://www.boj.or.jp/en/mopo/mpmdeci/mpr_2001/k010319a.htm

World Bank Research Paper Global Recessions
https://documents1.worldbank.org/curated/en/185391583249079464/pdf/Global-Recessions.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Economist Calling for an Emergency 75 Basis Point Rate Cut 853 853 Economist Calling for an Emergency 75 Basis Point Rate Cut full 9f2bb03a-dade-409e-9fdc-5608fdfa4746 https://share.transistor.fm/s/a03af2ab After a chaotic, somewhat panicky prior week, the talking points went out with a clear aim to restore calm. That meant downplaying every last concerning development, starting with Jeremy Siegel. Sure enough, he played along and on it went from there. Even Fed officials know what's coming yet they'll keep denying anything's wrong right up until the first emergency meeting rate cut. 

Eurodollar University's conversation w/Steve Van Metre

CNBC Jeremy Siegel backs off on calls for the Fed to do an emergency interest rate cut
https://www.cnbc.com/2024/08/08/jeremy-siegel-backs-off-on-calls-for-fed-to-do-an-emergency-rate-cut.html

Bloomberg Barkin Says Economy Healthy With Key Questions Around Job Market
https://www.bloomberg.com/news/articles/2024-08-03/barkin-says-economy-healthy-with-key-questions-around-job-market

Bloomberg Layoffs Are a Last Resort Looming for More US Companies
https://www.bloomberg.com/news/articles/2024-08-08/us-edges-towards-layoffs-as-job-market-cools-fed-rates-pressure-firms

Bloomberg Layoffs Are a Last Resort Looming for More US Companies
https://www.bloomberg.com/news/articles/2024-08-08/us-edges-towards-layoffs-as-job-market-cools-fed-rates-pressure-firms

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> After a chaotic, somewhat panicky prior week, the talking points went out with a clear aim to restore calm. That meant downplaying every last concerning development, starting with Jeremy Siegel. Sure enough, he played along and on it went from there. Even Fed officials know what's coming yet they'll keep denying anything's wrong right up until the first emergency meeting rate cut. 

Eurodollar University's conversation w/Steve Van Metre

CNBC Jeremy Siegel backs off on calls for the Fed to do an emergency interest rate cut
https://www.cnbc.com/2024/08/08/jeremy-siegel-backs-off-on-calls-for-fed-to-do-an-emergency-rate-cut.html

Bloomberg Barkin Says Economy Healthy With Key Questions Around Job Market
https://www.bloomberg.com/news/articles/2024-08-03/barkin-says-economy-healthy-with-key-questions-around-job-market

Bloomberg Layoffs Are a Last Resort Looming for More US Companies
https://www.bloomberg.com/news/articles/2024-08-08/us-edges-towards-layoffs-as-job-market-cools-fed-rates-pressure-firms

Bloomberg Layoffs Are a Last Resort Looming for More US Companies
https://www.bloomberg.com/news/articles/2024-08-08/us-edges-towards-layoffs-as-job-market-cools-fed-rates-pressure-firms

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 12 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1144 After a chaotic, somewhat panicky prior week, the talking points went out with a clear aim to restore calm. That meant downplaying every last concerning development, starting with Jeremy Siegel. Sure enough, he played along and on it went from there. Even Fed officials know what's coming yet they'll keep denying anything's wrong right up until the first emergency meeting rate cut. 

Eurodollar University's conversation w/Steve Van Metre

CNBC Jeremy Siegel backs off on calls for the Fed to do an emergency interest rate cut
https://www.cnbc.com/2024/08/08/jeremy-siegel-backs-off-on-calls-for-fed-to-do-an-emergency-rate-cut.html

Bloomberg Barkin Says Economy Healthy With Key Questions Around Job Market
https://www.bloomberg.com/news/articles/2024-08-03/barkin-says-economy-healthy-with-key-questions-around-job-market

Bloomberg Layoffs Are a Last Resort Looming for More US Companies
https://www.bloomberg.com/news/articles/2024-08-08/us-edges-towards-layoffs-as-job-market-cools-fed-rates-pressure-firms

Bloomberg Layoffs Are a Last Resort Looming for More US Companies
https://www.bloomberg.com/news/articles/2024-08-08/us-edges-towards-layoffs-as-job-market-cools-fed-rates-pressure-firms

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Warning Indicator Has Only Been Here 3 Other Times 852 852 This Warning Indicator Has Only Been Here 3 Other Times full dff69d7e-ee2c-44ec-b0d9-acc4f1fa1702 https://share.transistor.fm/s/3f59ab2d Though calm was restored after a wild few days in global financial markets, key market signals remained steadfastly negative. One of the most crucial of those even dropped to a level we've only seen three other times in more than 35 years - all three some of the worst cases. Moreover, that one was corroborated by a record low for swaps also set this week. 

Eurodollar University's Money & Macro Analysis

CNN Money Fed explains the big rate cut
https://money.cnn.com/2007/10/09/news/economy/fed_minutes_analysis/index.htm?postversion=2007100914

The New York Times Dow Breaks 3,000 but Ends at 2,980.20
https://www.nytimes.com/1990/07/14/business/dow-breaks-3000-but-ends-at-2980.20.html

The New York Times 10.08 RISE PUTS DOW AT 1,020.35
https://www.nytimes.com/1981/04/25/business/10.08-rise-puts-dow-at-1020.35.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Though calm was restored after a wild few days in global financial markets, key market signals remained steadfastly negative. One of the most crucial of those even dropped to a level we've only seen three other times in more than 35 years - all three some of the worst cases. Moreover, that one was corroborated by a record low for swaps also set this week. 

Eurodollar University's Money & Macro Analysis

CNN Money Fed explains the big rate cut
https://money.cnn.com/2007/10/09/news/economy/fed_minutes_analysis/index.htm?postversion=2007100914

The New York Times Dow Breaks 3,000 but Ends at 2,980.20
https://www.nytimes.com/1990/07/14/business/dow-breaks-3000-but-ends-at-2980.20.html

The New York Times 10.08 RISE PUTS DOW AT 1,020.35
https://www.nytimes.com/1981/04/25/business/10.08-rise-puts-dow-at-1020.35.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 11 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1053 Though calm was restored after a wild few days in global financial markets, key market signals remained steadfastly negative. One of the most crucial of those even dropped to a level we've only seen three other times in more than 35 years - all three some of the worst cases. Moreover, that one was corroborated by a record low for swaps also set this week. 

Eurodollar University's Money & Macro Analysis

CNN Money Fed explains the big rate cut
https://money.cnn.com/2007/10/09/news/economy/fed_minutes_analysis/index.htm?postversion=2007100914

The New York Times Dow Breaks 3,000 but Ends at 2,980.20
https://www.nytimes.com/1990/07/14/business/dow-breaks-3000-but-ends-at-2980.20.html

The New York Times 10.08 RISE PUTS DOW AT 1,020.35
https://www.nytimes.com/1981/04/25/business/10.08-rise-puts-dow-at-1020.35.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Every Time This Happens, It Leads to High Unemployment 851 851 Every Time This Happens, It Leads to High Unemployment full 9ed60bcf-21a7-4b05-acb3-38f7d2022f05 https://share.transistor.fm/s/84840b76 Last week, the markets and the media melted down over well-founded recession fear. This week, in the aftermath, everyone will say it was all overblown. That's just normal. Meanwhile, the actual recession continues to progress and the data keeps showing momentum is all on that side. This includes yet another signal strongly correlated with unemployment. If that wasn't enough, yet more warnings from leisure and travel companies. 

Eurodollar University's Money & Macro Analysis

CNBC Everyone is talking about the Sahm recession indicator.
https://www.cnbc.com/2024/08/05/recession-what-is-the-sahm-rule-and-why-is-everyone-talking-about-it.html

CNBC Airbnb shares drop 14% on earnings miss as company warns of slowing U.S. demand
https://www.cnbc.com/2024/08/06/airbnb-shares-drop-14percent-on-earnings-miss-as-company-warns-of-slowing-us-demand.html

CNBC Southwest profit falls 46% as airline takes ‘urgent’ steps to increase revenue
https://www.cnbc.com/2024/07/25/southwest-airlines-luv-earnings-q2-2024.html

Bloomberg Delta’s Disappointing Outlook Sends Warning on Summer Travel
https://www.bloomberg.com/news/articles/2024-07-11/delta-s-outlook-misses-estimates-as-carriers-slash-summer-fares

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Last week, the markets and the media melted down over well-founded recession fear. This week, in the aftermath, everyone will say it was all overblown. That's just normal. Meanwhile, the actual recession continues to progress and the data keeps showing momentum is all on that side. This includes yet another signal strongly correlated with unemployment. If that wasn't enough, yet more warnings from leisure and travel companies. 

Eurodollar University's Money & Macro Analysis

CNBC Everyone is talking about the Sahm recession indicator.
https://www.cnbc.com/2024/08/05/recession-what-is-the-sahm-rule-and-why-is-everyone-talking-about-it.html

CNBC Airbnb shares drop 14% on earnings miss as company warns of slowing U.S. demand
https://www.cnbc.com/2024/08/06/airbnb-shares-drop-14percent-on-earnings-miss-as-company-warns-of-slowing-us-demand.html

CNBC Southwest profit falls 46% as airline takes ‘urgent’ steps to increase revenue
https://www.cnbc.com/2024/07/25/southwest-airlines-luv-earnings-q2-2024.html

Bloomberg Delta’s Disappointing Outlook Sends Warning on Summer Travel
https://www.bloomberg.com/news/articles/2024-07-11/delta-s-outlook-misses-estimates-as-carriers-slash-summer-fares

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 09 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1122 Last week, the markets and the media melted down over well-founded recession fear. This week, in the aftermath, everyone will say it was all overblown. That's just normal. Meanwhile, the actual recession continues to progress and the data keeps showing momentum is all on that side. This includes yet another signal strongly correlated with unemployment. If that wasn't enough, yet more warnings from leisure and travel companies. 

Eurodollar University's Money & Macro Analysis

CNBC Everyone is talking about the Sahm recession indicator.
https://www.cnbc.com/2024/08/05/recession-what-is-the-sahm-rule-and-why-is-everyone-talking-about-it.html

CNBC Airbnb shares drop 14% on earnings miss as company warns of slowing U.S. demand
https://www.cnbc.com/2024/08/06/airbnb-shares-drop-14percent-on-earnings-miss-as-company-warns-of-slowing-us-demand.html

CNBC Southwest profit falls 46% as airline takes ‘urgent’ steps to increase revenue
https://www.cnbc.com/2024/07/25/southwest-airlines-luv-earnings-q2-2024.html

Bloomberg Delta’s Disappointing Outlook Sends Warning on Summer Travel
https://www.bloomberg.com/news/articles/2024-07-11/delta-s-outlook-misses-estimates-as-carriers-slash-summer-fares

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Something Fundamentally has Changed the Economy What It Means for You 850 850 Something Fundamentally has Changed the Economy What It Means for You full cb83c559-0d9e-4679-9e03-5be558c821ab https://share.transistor.fm/s/d18b4640 The date July 11 keeps coming up in a lot of different markets, starting with stocks. The Nikkei's last all-time high was on that day and so was the NASDAQ's. But July also features prominently in commodities and even Treasuries. The reason for it confirms so many suspicions about what just happened this past weekend therefore what it means going forward.  

Eurodollar University's Money & Macro Analysis

BLS June CPI
https://www.bls.gov/news.release/pdf/cpi.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The date July 11 keeps coming up in a lot of different markets, starting with stocks. The Nikkei's last all-time high was on that day and so was the NASDAQ's. But July also features prominently in commodities and even Treasuries. The reason for it confirms so many suspicions about what just happened this past weekend therefore what it means going forward.  

Eurodollar University's Money & Macro Analysis

BLS June CPI
https://www.bls.gov/news.release/pdf/cpi.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 08 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1091 The date July 11 keeps coming up in a lot of different markets, starting with stocks. The Nikkei's last all-time high was on that day and so was the NASDAQ's. But July also features prominently in commodities and even Treasuries. The reason for it confirms so many suspicions about what just happened this past weekend therefore what it means going forward.  

Eurodollar University's Money & Macro Analysis

BLS June CPI
https://www.bls.gov/news.release/pdf/cpi.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global Asset Prices are Repricing Risk Assets (Rapidly) 849 849 Global Asset Prices are Repricing Risk Assets (Rapidly) full 5715e787-810a-4210-824a-4f2b8ccb1d78 https://share.transistor.fm/s/9cb88121 When even big-name mainstream Economists are begging the Fed for emergency rate cuts, you might already have the sense this wasn't just a one-weekend show. US recession scrambles a lot of fundamental perceptions and values, causing a substantial and sizable repricing across asset classes. That repricing just happened to be most obvious and violent in Japan.
 
Eurodollar University's Money & Macro Analysis

Paul Krugman X
https://x.com/paulkrugman/status/1820426175031673269

CNBC Wharton’s Jeremy Siegel says Fed needs to make an emergency rate cut
https://www.cnbc.com/2024/08/05/whartons-jeremy-siegel-says-fed-needs-to-make-an-emergency-rate-cut.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> When even big-name mainstream Economists are begging the Fed for emergency rate cuts, you might already have the sense this wasn't just a one-weekend show. US recession scrambles a lot of fundamental perceptions and values, causing a substantial and sizable repricing across asset classes. That repricing just happened to be most obvious and violent in Japan.
 
Eurodollar University's Money & Macro Analysis

Paul Krugman X
https://x.com/paulkrugman/status/1820426175031673269

CNBC Wharton’s Jeremy Siegel says Fed needs to make an emergency rate cut
https://www.cnbc.com/2024/08/05/whartons-jeremy-siegel-says-fed-needs-to-make-an-emergency-rate-cut.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 07 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1067 When even big-name mainstream Economists are begging the Fed for emergency rate cuts, you might already have the sense this wasn't just a one-weekend show. US recession scrambles a lot of fundamental perceptions and values, causing a substantial and sizable repricing across asset classes. That repricing just happened to be most obvious and violent in Japan.
 
Eurodollar University's Money & Macro Analysis

Paul Krugman X
https://x.com/paulkrugman/status/1820426175031673269

CNBC Wharton’s Jeremy Siegel says Fed needs to make an emergency rate cut
https://www.cnbc.com/2024/08/05/whartons-jeremy-siegel-says-fed-needs-to-make-an-emergency-rate-cut.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Japan is CRATERING, The Rest Of The World Is Next... 848 848 Japan is CRATERING, The Rest Of The World Is Next... full 39deca33-a287-423c-83a4-8d58149dc35e https://share.transistor.fm/s/97f69347 Japan was the epicenter for a wave of liquidations in smashing financial markets all over the world. It had all the telltale signs of a collateral and margin call. This wasn't about Japanese banks or even Japan, rather the sudden realization over the US soft landing narrative going up in smoke triggered a monster repricing and revaluation. So, what does all that mean?

Eurodollar University's Money & Macro Analysis

CNBC Japan’s Nikkei logs worst day since 1987 Black Monday crash
https://www.cnbc.com/2024/08/05/asia-markets.html

The Economist Why Japanese markets have plummeted
https://www.economist.com/finance-and-economics/2024/08/05/why-japanese-markets-have-plummeted

Bloomberg Jolt in Credit Fear Gauges Pushes Company Borrowers to Sidelines
https://www.bloomberg.com/news/articles/2024-08-05/asia-high-grade-dollar-bond-spreads-widen-the-most-in-22-months

Bloomberg Wall Street Hit by Fears Economy in ‘Danger Zone’: Markets Wrap
https://www.bloomberg.com/news/articles/2024-08-05/japanese-stocks-tumble-leading-equities-selloff-markets-wrap?itm_source=record&itm_campaign=Global_Stocks_Selloff&itm_content=%27Mad_Rush%27_for_Treasuries-3

CNBC Dow drops 900 points, Nasdaq craters 3% in global market rout: Live updates
https://www.cnbc.com/2024/08/04/stock-market-today-live-updates.html

Deutsche Bank What impact is “higher for longer” having on the CLO market in 2024?
https://flow.db.com/trust-and-agency-services/what-impact-is-higher-for-longer-having-on-the-clo-market-in-2024

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Japan was the epicenter for a wave of liquidations in smashing financial markets all over the world. It had all the telltale signs of a collateral and margin call. This wasn't about Japanese banks or even Japan, rather the sudden realization over the US soft landing narrative going up in smoke triggered a monster repricing and revaluation. So, what does all that mean?

Eurodollar University's Money & Macro Analysis

CNBC Japan’s Nikkei logs worst day since 1987 Black Monday crash
https://www.cnbc.com/2024/08/05/asia-markets.html

The Economist Why Japanese markets have plummeted
https://www.economist.com/finance-and-economics/2024/08/05/why-japanese-markets-have-plummeted

Bloomberg Jolt in Credit Fear Gauges Pushes Company Borrowers to Sidelines
https://www.bloomberg.com/news/articles/2024-08-05/asia-high-grade-dollar-bond-spreads-widen-the-most-in-22-months

Bloomberg Wall Street Hit by Fears Economy in ‘Danger Zone’: Markets Wrap
https://www.bloomberg.com/news/articles/2024-08-05/japanese-stocks-tumble-leading-equities-selloff-markets-wrap?itm_source=record&itm_campaign=Global_Stocks_Selloff&itm_content=%27Mad_Rush%27_for_Treasuries-3

CNBC Dow drops 900 points, Nasdaq craters 3% in global market rout: Live updates
https://www.cnbc.com/2024/08/04/stock-market-today-live-updates.html

Deutsche Bank What impact is “higher for longer” having on the CLO market in 2024?
https://flow.db.com/trust-and-agency-services/what-impact-is-higher-for-longer-having-on-the-clo-market-in-2024

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 06 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1120 Japan was the epicenter for a wave of liquidations in smashing financial markets all over the world. It had all the telltale signs of a collateral and margin call. This wasn't about Japanese banks or even Japan, rather the sudden realization over the US soft landing narrative going up in smoke triggered a monster repricing and revaluation. So, what does all that mean?

Eurodollar University's Money & Macro Analysis

CNBC Japan’s Nikkei logs worst day since 1987 Black Monday crash
https://www.cnbc.com/2024/08/05/asia-markets.html

The Economist Why Japanese markets have plummeted
https://www.economist.com/finance-and-economics/2024/08/05/why-japanese-markets-have-plummeted

Bloomberg Jolt in Credit Fear Gauges Pushes Company Borrowers to Sidelines
https://www.bloomberg.com/news/articles/2024-08-05/asia-high-grade-dollar-bond-spreads-widen-the-most-in-22-months

Bloomberg Wall Street Hit by Fears Economy in ‘Danger Zone’: Markets Wrap
https://www.bloomberg.com/news/articles/2024-08-05/japanese-stocks-tumble-leading-equities-selloff-markets-wrap?itm_source=record&itm_campaign=Global_Stocks_Selloff&itm_content=%27Mad_Rush%27_for_Treasuries-3

CNBC Dow drops 900 points, Nasdaq craters 3% in global market rout: Live updates
https://www.cnbc.com/2024/08/04/stock-market-today-live-updates.html

Deutsche Bank What impact is “higher for longer” having on the CLO market in 2024?
https://flow.db.com/trust-and-agency-services/what-impact-is-higher-for-longer-having-on-the-clo-market-in-2024

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Recession Has Hit The Job Market 847 847 The Recession Has Hit The Job Market full 7a3277d0-e24a-4f9a-a651-680a86de071c https://share.transistor.fm/s/4471545c The July payroll report confirmed the US economy is heading for trouble. Key parts of it showed recession has likely already begun. As reality dawns across the marketplace, focus turns to what comes next now that the soft landing didn't land. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The July payroll report confirmed the US economy is heading for trouble. Key parts of it showed recession has likely already begun. As reality dawns across the marketplace, focus turns to what comes next now that the soft landing didn't land. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 05 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1137 The July payroll report confirmed the US economy is heading for trouble. Key parts of it showed recession has likely already begun. As reality dawns across the marketplace, focus turns to what comes next now that the soft landing didn't land. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It's Official: The Recession is Here 846 846 It's Official: The Recession is Here full 8eb4b6c3-9a89-4e23-9a5f-476e4ca2e528 https://share.transistor.fm/s/b95aab26 With the questions of "what" and "when" now mainly answered, we can finally focus on "how bad." To start putting together some answers, we'll use three different markets and sets of indications each examine a separate aspect of the recession proposition; short run, intermediate, and the long term. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> With the questions of "what" and "when" now mainly answered, we can finally focus on "how bad." To start putting together some answers, we'll use three different markets and sets of indications each examine a separate aspect of the recession proposition; short run, intermediate, and the long term. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 04 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1062 With the questions of "what" and "when" now mainly answered, we can finally focus on "how bad." To start putting together some answers, we'll use three different markets and sets of indications each examine a separate aspect of the recession proposition; short run, intermediate, and the long term. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It's Official: Unemployment Is About to Hit the Fan 845 845 It's Official: Unemployment Is About to Hit the Fan full 9e9359a8-c582-4079-95c4-d4413a7ac905 https://share.transistor.fm/s/cb187ff4 A whole bunch of bad data, much of it focused on deterioration in the US labor market (pre-July payrolls). That unleashed huge swings in rates markets and forward rates. One reason for all this is the historical pattern is perfectly clear. What we're seeing right now happens EVERY TIME. No exceptions. 

Eurodollar University's Money & Macro Analysis

FOMC Monetary Policy Statement
https://www.federalreserve.gov/newsevents/pressreleases/monetary20240731a.htm

Federal Reserve Chair Powell Press Conference July 31
https://www.youtube.com/watch?v=hb1eHcqGpY0

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> A whole bunch of bad data, much of it focused on deterioration in the US labor market (pre-July payrolls). That unleashed huge swings in rates markets and forward rates. One reason for all this is the historical pattern is perfectly clear. What we're seeing right now happens EVERY TIME. No exceptions. 

Eurodollar University's Money & Macro Analysis

FOMC Monetary Policy Statement
https://www.federalreserve.gov/newsevents/pressreleases/monetary20240731a.htm

Federal Reserve Chair Powell Press Conference July 31
https://www.youtube.com/watch?v=hb1eHcqGpY0

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 02 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1302 A whole bunch of bad data, much of it focused on deterioration in the US labor market (pre-July payrolls). That unleashed huge swings in rates markets and forward rates. One reason for all this is the historical pattern is perfectly clear. What we're seeing right now happens EVERY TIME. No exceptions. 

Eurodollar University's Money & Macro Analysis

FOMC Monetary Policy Statement
https://www.federalreserve.gov/newsevents/pressreleases/monetary20240731a.htm

Federal Reserve Chair Powell Press Conference July 31
https://www.youtube.com/watch?v=hb1eHcqGpY0

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Japan's Central Bank Just Hiked Rates WHILE in a Recession 844 844 Japan's Central Bank Just Hiked Rates WHILE in a Recession full f1b462c2-1ee3-40db-8234-ddab13d3010b https://share.transistor.fm/s/575acef2 Central banks don't hike rates during a recession. Or do they? The Bank of Japan just did and for the second time. By doing it, BoJ is laying itself bare; both in terms of transparently acting politically and maybe more important exposing the lie about interest rate policies. Peter Pan is not happy. 

Eurodollar University's Money & Macro Analysis

Bank of Japan Change in the Guideline for Money Market Operations and Decision on the Plan
for the Reduction of the Purchase Amount of Japanese Government Bonds
https://www.boj.or.jp/en/mopo/mpmdeci/mpr_2024/k240731a.pdf

Nikkei Bank of Japan raises interest rate to 0.25%, open to further hike this year
https://asia.nikkei.com/Economy/Bank-of-Japan/Bank-of-Japan-raises-interest-rate-to-0.25-open-to-further-hike-this-year

Japan Times Bank of Japan delivers one-two punch few were expecting
https://www.japantimes.co.jp/business/2024/07/31/economy/boj-rates/

Wall Street Journal Bank of Japan Raises Rates, Driving Up Yen
https://www.wsj.com/economy/central-banking/bank-of-japan-hikes-rates-tapers-bond-buying-in-fresh-step-to-policy-normalization-bc8c33fb

Bloomberg  Japan’s Central Bank Hikes Key Rate Hours Before the Fed
https://www.bloomberg.com/news/articles/2024-07-31/boj-hikes-interest-rate-unveils-plan-to-cut-back-bond-buying

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Central banks don't hike rates during a recession. Or do they? The Bank of Japan just did and for the second time. By doing it, BoJ is laying itself bare; both in terms of transparently acting politically and maybe more important exposing the lie about interest rate policies. Peter Pan is not happy. 

Eurodollar University's Money & Macro Analysis

Bank of Japan Change in the Guideline for Money Market Operations and Decision on the Plan
for the Reduction of the Purchase Amount of Japanese Government Bonds
https://www.boj.or.jp/en/mopo/mpmdeci/mpr_2024/k240731a.pdf

Nikkei Bank of Japan raises interest rate to 0.25%, open to further hike this year
https://asia.nikkei.com/Economy/Bank-of-Japan/Bank-of-Japan-raises-interest-rate-to-0.25-open-to-further-hike-this-year

Japan Times Bank of Japan delivers one-two punch few were expecting
https://www.japantimes.co.jp/business/2024/07/31/economy/boj-rates/

Wall Street Journal Bank of Japan Raises Rates, Driving Up Yen
https://www.wsj.com/economy/central-banking/bank-of-japan-hikes-rates-tapers-bond-buying-in-fresh-step-to-policy-normalization-bc8c33fb

Bloomberg  Japan’s Central Bank Hikes Key Rate Hours Before the Fed
https://www.bloomberg.com/news/articles/2024-07-31/boj-hikes-interest-rate-unveils-plan-to-cut-back-bond-buying

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 01 Aug 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1145 Central banks don't hike rates during a recession. Or do they? The Bank of Japan just did and for the second time. By doing it, BoJ is laying itself bare; both in terms of transparently acting politically and maybe more important exposing the lie about interest rate policies. Peter Pan is not happy. 

Eurodollar University's Money & Macro Analysis

Bank of Japan Change in the Guideline for Money Market Operations and Decision on the Plan
for the Reduction of the Purchase Amount of Japanese Government Bonds
https://www.boj.or.jp/en/mopo/mpmdeci/mpr_2024/k240731a.pdf

Nikkei Bank of Japan raises interest rate to 0.25%, open to further hike this year
https://asia.nikkei.com/Economy/Bank-of-Japan/Bank-of-Japan-raises-interest-rate-to-0.25-open-to-further-hike-this-year

Japan Times Bank of Japan delivers one-two punch few were expecting
https://www.japantimes.co.jp/business/2024/07/31/economy/boj-rates/

Wall Street Journal Bank of Japan Raises Rates, Driving Up Yen
https://www.wsj.com/economy/central-banking/bank-of-japan-hikes-rates-tapers-bond-buying-in-fresh-step-to-policy-normalization-bc8c33fb

Bloomberg  Japan’s Central Bank Hikes Key Rate Hours Before the Fed
https://www.bloomberg.com/news/articles/2024-07-31/boj-hikes-interest-rate-unveils-plan-to-cut-back-bond-buying

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Jobs Have Completely Stopped Hiring 843 843 Jobs Have Completely Stopped Hiring full de57641c-097f-4a3a-81b4-35cc999956a5 https://share.transistor.fm/s/8dcc2be5 Hiring in the US absolutely plunged in June, so much you really have to see it to believe it. At the same time, global fast food giant McDonalds reported lower same store sales for the first time since 2020. The reason why people can no longer afford to eat as much under the golden arches isn't necessarily price changes, what's changed recently is the alarming retreat in employment. 

Eurodollar University's Money & Macro Analysis

BLS JOLTS press release July 30, 2024
https://www.bls.gov/news.release/jolts.nr0.htm

CNBC McDonald’s earnings, revenue miss estimates as consumer pullback worsens
https://www.cnbc.com/2024/07/29/mcdonalds-mcd-q2-2024-earnings.html

CNBC McDonald’s executives admit diners think prices are too high, say they’re working to create value
https://www.cnbc.com/2024/07/29/mcdonalds-earnings-executives-say-prices-are-too-high.html

Philly Fed Large Bank Credit Card and 
Mortgage Data
https://www.philadelphiafed.org/surveys-and-data/large-bank-credit-card-and-mortgage-data
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Hiring in the US absolutely plunged in June, so much you really have to see it to believe it. At the same time, global fast food giant McDonalds reported lower same store sales for the first time since 2020. The reason why people can no longer afford to eat as much under the golden arches isn't necessarily price changes, what's changed recently is the alarming retreat in employment. 

Eurodollar University's Money & Macro Analysis

BLS JOLTS press release July 30, 2024
https://www.bls.gov/news.release/jolts.nr0.htm

CNBC McDonald’s earnings, revenue miss estimates as consumer pullback worsens
https://www.cnbc.com/2024/07/29/mcdonalds-mcd-q2-2024-earnings.html

CNBC McDonald’s executives admit diners think prices are too high, say they’re working to create value
https://www.cnbc.com/2024/07/29/mcdonalds-earnings-executives-say-prices-are-too-high.html

Philly Fed Large Bank Credit Card and 
Mortgage Data
https://www.philadelphiafed.org/surveys-and-data/large-bank-credit-card-and-mortgage-data
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 31 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 996 Hiring in the US absolutely plunged in June, so much you really have to see it to believe it. At the same time, global fast food giant McDonalds reported lower same store sales for the first time since 2020. The reason why people can no longer afford to eat as much under the golden arches isn't necessarily price changes, what's changed recently is the alarming retreat in employment. 

Eurodollar University's Money & Macro Analysis

BLS JOLTS press release July 30, 2024
https://www.bls.gov/news.release/jolts.nr0.htm

CNBC McDonald’s earnings, revenue miss estimates as consumer pullback worsens
https://www.cnbc.com/2024/07/29/mcdonalds-mcd-q2-2024-earnings.html

CNBC McDonald’s executives admit diners think prices are too high, say they’re working to create value
https://www.cnbc.com/2024/07/29/mcdonalds-earnings-executives-say-prices-are-too-high.html

Philly Fed Large Bank Credit Card and 
Mortgage Data
https://www.philadelphiafed.org/surveys-and-data/large-bank-credit-card-and-mortgage-data
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Global Repo Market is Starting to Explode (does This Mean a GFC is Near?) 842 842 The Global Repo Market is Starting to Explode (does This Mean a GFC is Near?) full a53715e1-1c74-4d39-ac14-63f6e2b01e3b https://share.transistor.fm/s/e4fefead A whole lot going on in the eurodollar shadows. Record high repo pool (reverse repo) at the Fed. Bull steepening even more aggressively outside of Treasuries. Primary dealers absolutely hoarding collateral to a degree we haven't seen since March 2020. Banks around the world heavily buying safety and liquidity. The dollar hammering currencies. But why?

Eurodollar University's Money & Macro Analysis

Reuters Rupee hits record low on month-end dollar demand; RBI helps cap losses
https://www.reuters.com/markets/currencies/rupee-hits-record-low-month-end-dollar-demand-rbi-helps-cap-losses-2024-07-29/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> A whole lot going on in the eurodollar shadows. Record high repo pool (reverse repo) at the Fed. Bull steepening even more aggressively outside of Treasuries. Primary dealers absolutely hoarding collateral to a degree we haven't seen since March 2020. Banks around the world heavily buying safety and liquidity. The dollar hammering currencies. But why?

Eurodollar University's Money & Macro Analysis

Reuters Rupee hits record low on month-end dollar demand; RBI helps cap losses
https://www.reuters.com/markets/currencies/rupee-hits-record-low-month-end-dollar-demand-rbi-helps-cap-losses-2024-07-29/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 30 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1105 A whole lot going on in the eurodollar shadows. Record high repo pool (reverse repo) at the Fed. Bull steepening even more aggressively outside of Treasuries. Primary dealers absolutely hoarding collateral to a degree we haven't seen since March 2020. Banks around the world heavily buying safety and liquidity. The dollar hammering currencies. But why?

Eurodollar University's Money & Macro Analysis

Reuters Rupee hits record low on month-end dollar demand; RBI helps cap losses
https://www.reuters.com/markets/currencies/rupee-hits-record-low-month-end-dollar-demand-rbi-helps-cap-losses-2024-07-29/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No People Are Running Out Of Money 841 841 People Are Running Out Of Money full 55aa9704-8caa-4d3a-a2d3-d4d649ac7278 https://share.transistor.fm/s/e871c6fb According to the latest update, US consumers are out of savings. As nominal incomes have slowed way down, consumers have cut back only somewhat mainly spending on goods - causing the goods recession every big-name company is currently warning over. With unemployment rising and savings gone, there's no margin left even to maintain the current rate of decline. 

Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> According to the latest update, US consumers are out of savings. As nominal incomes have slowed way down, consumers have cut back only somewhat mainly spending on goods - causing the goods recession every big-name company is currently warning over. With unemployment rising and savings gone, there's no margin left even to maintain the current rate of decline. 

Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 29 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1081 According to the latest update, US consumers are out of savings. As nominal incomes have slowed way down, consumers have cut back only somewhat mainly spending on goods - causing the goods recession every big-name company is currently warning over. With unemployment rising and savings gone, there's no margin left even to maintain the current rate of decline. 

Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Just Confirmed Everything 840 840 This Just Confirmed Everything full 05f29303-c63b-4ada-8fb0-d6ab0bc6ef01 https://share.transistor.fm/s/aebb9003 Companies around the economy are increasingly warning about the negative effects of the goods recession, one after another missing revenue and sales targets/expectations. The latest from several of the largest global businesses point to deepening macroeconomic setbacks. Even the automobile industry is showing signs of serious weakness, starting with pricing. No surprise commodity markets are sharply lower in spite of supply factors as the downturn is set to spread.

Eurodollar University's Money & Macro Analysis

Bloomberg Markets Tear Up Popular Trades That Reached ‘Stupid Levels’
https://www.bloomberg.com/news/articles/2024-07-25/everything-you-thought-you-knew-about-2024-markets-has-changed

EuroNews Nestlé downgrades sales outlook and looks to new products for growth
https://www.euronews.com/business/2024/07/25/nestle-downgrades-sales-outlook-and-looks-to-new-products-for-growth

CNBC Unilever pops 6% on margin guidance raise, Ben & Jerry’s spinoff on track to complete by end of 2025
https://www.cnbc.com/2024/07/25/unilever-pops-6percent-on-guidance-raise-says-ben-jerrys-spinoff-on-track.html

STMicroelectronics Reports 2024 Second Quarter Financial Results
https://investors.st.com/static-files/9f07c6a1-5da9-49cf-8a95-4c301436fb0b


The Detroit News Ford CFO says growing dealer inventory 'worries me'
https://www.detroitnews.com/story/business/autos/ford/2024/06/11/ford-cfo-john-lawler-growing-dealer-inventory-worry/74056579007/

J.D. Power-GlobalData U.S. Automotive Forecast for July 2024
https://www.morningstar.com/news/business-wire/20240726147635/jd-power-globaldata-us-automotive-forecast-for-july-2024

CNBC U.S. crude oil on pace for third weekly decline as China demand outweighs U.S. growth
https://www.cnbc.com/2024/07/26/crude-oil-prices-today.html

CNBC U.S. crude oil falls nearly 2% to lowest levels in six weeks
https://www.cnbc.com/2024/07/23/oil-prices-drop-to-lowest-levels-in-more-than-a-month.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Companies around the economy are increasingly warning about the negative effects of the goods recession, one after another missing revenue and sales targets/expectations. The latest from several of the largest global businesses point to deepening macroeconomic setbacks. Even the automobile industry is showing signs of serious weakness, starting with pricing. No surprise commodity markets are sharply lower in spite of supply factors as the downturn is set to spread.

Eurodollar University's Money & Macro Analysis

Bloomberg Markets Tear Up Popular Trades That Reached ‘Stupid Levels’
https://www.bloomberg.com/news/articles/2024-07-25/everything-you-thought-you-knew-about-2024-markets-has-changed

EuroNews Nestlé downgrades sales outlook and looks to new products for growth
https://www.euronews.com/business/2024/07/25/nestle-downgrades-sales-outlook-and-looks-to-new-products-for-growth

CNBC Unilever pops 6% on margin guidance raise, Ben & Jerry’s spinoff on track to complete by end of 2025
https://www.cnbc.com/2024/07/25/unilever-pops-6percent-on-guidance-raise-says-ben-jerrys-spinoff-on-track.html

STMicroelectronics Reports 2024 Second Quarter Financial Results
https://investors.st.com/static-files/9f07c6a1-5da9-49cf-8a95-4c301436fb0b


The Detroit News Ford CFO says growing dealer inventory 'worries me'
https://www.detroitnews.com/story/business/autos/ford/2024/06/11/ford-cfo-john-lawler-growing-dealer-inventory-worry/74056579007/

J.D. Power-GlobalData U.S. Automotive Forecast for July 2024
https://www.morningstar.com/news/business-wire/20240726147635/jd-power-globaldata-us-automotive-forecast-for-july-2024

CNBC U.S. crude oil on pace for third weekly decline as China demand outweighs U.S. growth
https://www.cnbc.com/2024/07/26/crude-oil-prices-today.html

CNBC U.S. crude oil falls nearly 2% to lowest levels in six weeks
https://www.cnbc.com/2024/07/23/oil-prices-drop-to-lowest-levels-in-more-than-a-month.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 28 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1084 Companies around the economy are increasingly warning about the negative effects of the goods recession, one after another missing revenue and sales targets/expectations. The latest from several of the largest global businesses point to deepening macroeconomic setbacks. Even the automobile industry is showing signs of serious weakness, starting with pricing. No surprise commodity markets are sharply lower in spite of supply factors as the downturn is set to spread.

Eurodollar University's Money & Macro Analysis

Bloomberg Markets Tear Up Popular Trades That Reached ‘Stupid Levels’
https://www.bloomberg.com/news/articles/2024-07-25/everything-you-thought-you-knew-about-2024-markets-has-changed

EuroNews Nestlé downgrades sales outlook and looks to new products for growth
https://www.euronews.com/business/2024/07/25/nestle-downgrades-sales-outlook-and-looks-to-new-products-for-growth

CNBC Unilever pops 6% on margin guidance raise, Ben & Jerry’s spinoff on track to complete by end of 2025
https://www.cnbc.com/2024/07/25/unilever-pops-6percent-on-guidance-raise-says-ben-jerrys-spinoff-on-track.html

STMicroelectronics Reports 2024 Second Quarter Financial Results
https://investors.st.com/static-files/9f07c6a1-5da9-49cf-8a95-4c301436fb0b


The Detroit News Ford CFO says growing dealer inventory 'worries me'
https://www.detroitnews.com/story/business/autos/ford/2024/06/11/ford-cfo-john-lawler-growing-dealer-inventory-worry/74056579007/

J.D. Power-GlobalData U.S. Automotive Forecast for July 2024
https://www.morningstar.com/news/business-wire/20240726147635/jd-power-globaldata-us-automotive-forecast-for-july-2024

CNBC U.S. crude oil on pace for third weekly decline as China demand outweighs U.S. growth
https://www.cnbc.com/2024/07/26/crude-oil-prices-today.html

CNBC U.S. crude oil falls nearly 2% to lowest levels in six weeks
https://www.cnbc.com/2024/07/23/oil-prices-drop-to-lowest-levels-in-more-than-a-month.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No New GDP Report Shocks the Market (what you need to know) 839 839 New GDP Report Shocks the Market (what you need to know) full 3732405a-75bf-4cf0-8dd2-98f62384475e https://share.transistor.fm/s/8cd54332 A majority of Americans believe the US is in recession and has been for some time. Second quarter GDP just came out wildly above expectations. So is everyone wrong? Not quite. In fact, the GDP estimates actually explain why people are so mad, what they are already doing about it, and why that spells trouble for the entire economy. 

Eurodollar University's Money & Macro Analysis

It doesn’t matter what experts say — 3 in 5 believe America is in a recession
https://studyfinds.org/3-in-5-america-in-recession/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> A majority of Americans believe the US is in recession and has been for some time. Second quarter GDP just came out wildly above expectations. So is everyone wrong? Not quite. In fact, the GDP estimates actually explain why people are so mad, what they are already doing about it, and why that spells trouble for the entire economy. 

Eurodollar University's Money & Macro Analysis

It doesn’t matter what experts say — 3 in 5 believe America is in a recession
https://studyfinds.org/3-in-5-america-in-recession/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 26 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1123 A majority of Americans believe the US is in recession and has been for some time. Second quarter GDP just came out wildly above expectations. So is everyone wrong? Not quite. In fact, the GDP estimates actually explain why people are so mad, what they are already doing about it, and why that spells trouble for the entire economy. 

Eurodollar University's Money & Macro Analysis

It doesn’t matter what experts say — 3 in 5 believe America is in a recession
https://studyfinds.org/3-in-5-america-in-recession/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SMOKES, You Won't Believe What Just Happened To Bonds 838 838 HOLY SMOKES, You Won't Believe What Just Happened To Bonds full be8fe1ed-d6ab-4819-832f-42c114a9feb9 https://share.transistor.fm/s/617256f8 The Treasury curve continues to make escalating even decisive bull moves. It's not difficult to see why, as another global consumer company admits its having trouble selling its products and in this case to the more well-to-do segment. In addition, former Fed members are urging immediate rate cuts openly wondering if it might be too late. One neighboring central bank is waiting to find out, unleashing another cut of its own and saying there are surely more coming. 

Eurodollar University's Money & Macro Analysis

CNBC World’s largest luxury group LVMH slumps 4% after second-quarter revenue miss
https://www.cnbc.com/2024/07/24/worlds-largest-luxury-group-lvmh-slumps-5percent-after-reporting-revenue-miss.html

Bloomberg LVMH Shows the Luxury Sector Is in Pain
https://www.bloomberg.com/opinion/articles/2024-07-24/what-lvmh-tells-us-about-luxury-s-financial-prospects

Bloomberg I Changed My Mind. The Fed Needs to Cut Rates Now.
https://www.bloomberg.com/opinion/articles/2024-07-24/the-fed-needs-to-cut-interest-rates-now

WSJ Bank of Canada Cuts Policy Rate to 4.5%, Frets Over Downside Risks
https://www.wsj.com/articles/bank-of-canada-cuts-policy-rate-to-4-5-frets-over-downside-risks-78a7a81b

Bank of Canada Policy Statement
https://www.bankofcanada.ca/2024/07/fad-press-release-2024-07-24/

Bank of Canada Press Conference
https://www.bankofcanada.ca/multimedia/press-conference-monetary-policy-report-july-2024/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Treasury curve continues to make escalating even decisive bull moves. It's not difficult to see why, as another global consumer company admits its having trouble selling its products and in this case to the more well-to-do segment. In addition, former Fed members are urging immediate rate cuts openly wondering if it might be too late. One neighboring central bank is waiting to find out, unleashing another cut of its own and saying there are surely more coming. 

Eurodollar University's Money & Macro Analysis

CNBC World’s largest luxury group LVMH slumps 4% after second-quarter revenue miss
https://www.cnbc.com/2024/07/24/worlds-largest-luxury-group-lvmh-slumps-5percent-after-reporting-revenue-miss.html

Bloomberg LVMH Shows the Luxury Sector Is in Pain
https://www.bloomberg.com/opinion/articles/2024-07-24/what-lvmh-tells-us-about-luxury-s-financial-prospects

Bloomberg I Changed My Mind. The Fed Needs to Cut Rates Now.
https://www.bloomberg.com/opinion/articles/2024-07-24/the-fed-needs-to-cut-interest-rates-now

WSJ Bank of Canada Cuts Policy Rate to 4.5%, Frets Over Downside Risks
https://www.wsj.com/articles/bank-of-canada-cuts-policy-rate-to-4-5-frets-over-downside-risks-78a7a81b

Bank of Canada Policy Statement
https://www.bankofcanada.ca/2024/07/fad-press-release-2024-07-24/

Bank of Canada Press Conference
https://www.bankofcanada.ca/multimedia/press-conference-monetary-policy-report-july-2024/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 25 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1113 The Treasury curve continues to make escalating even decisive bull moves. It's not difficult to see why, as another global consumer company admits its having trouble selling its products and in this case to the more well-to-do segment. In addition, former Fed members are urging immediate rate cuts openly wondering if it might be too late. One neighboring central bank is waiting to find out, unleashing another cut of its own and saying there are surely more coming. 

Eurodollar University's Money & Macro Analysis

CNBC World’s largest luxury group LVMH slumps 4% after second-quarter revenue miss
https://www.cnbc.com/2024/07/24/worlds-largest-luxury-group-lvmh-slumps-5percent-after-reporting-revenue-miss.html

Bloomberg LVMH Shows the Luxury Sector Is in Pain
https://www.bloomberg.com/opinion/articles/2024-07-24/what-lvmh-tells-us-about-luxury-s-financial-prospects

Bloomberg I Changed My Mind. The Fed Needs to Cut Rates Now.
https://www.bloomberg.com/opinion/articles/2024-07-24/the-fed-needs-to-cut-interest-rates-now

WSJ Bank of Canada Cuts Policy Rate to 4.5%, Frets Over Downside Risks
https://www.wsj.com/articles/bank-of-canada-cuts-policy-rate-to-4-5-frets-over-downside-risks-78a7a81b

Bank of Canada Policy Statement
https://www.bankofcanada.ca/2024/07/fad-press-release-2024-07-24/

Bank of Canada Press Conference
https://www.bankofcanada.ca/multimedia/press-conference-monetary-policy-report-july-2024/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Q&A 100 2-hour Spectacular 837 837 The Q&A 100 2-hour Spectacular full 89e450b2-8fed-4204-b9f7-c732415455cd https://share.transistor.fm/s/792543ef Replay of the livestream Member Q&A 100 epic discussion. George. Jim. Steve. Mike. Eric. Brent. Emil and Jeff back together again. Two hours of back and forth. Including why Home Alone lied to you.

There was so much all in one place. Spirited back and forth between all the fellas, a real deep dive in true Eurodollar University style. Arguing about the past. Angling toward the future. Even a few questions from EDU members. We just might have to do this again. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Replay of the livestream Member Q&A 100 epic discussion. George. Jim. Steve. Mike. Eric. Brent. Emil and Jeff back together again. Two hours of back and forth. Including why Home Alone lied to you.

There was so much all in one place. Spirited back and forth between all the fellas, a real deep dive in true Eurodollar University style. Arguing about the past. Angling toward the future. Even a few questions from EDU members. We just might have to do this again. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 24 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 7968 Replay of the livestream Member Q&A 100 epic discussion. George. Jim. Steve. Mike. Eric. Brent. Emil and Jeff back together again. Two hours of back and forth. Including why Home Alone lied to you.

There was so much all in one place. Spirited back and forth between all the fellas, a real deep dive in true Eurodollar University style. Arguing about the past. Angling toward the future. Even a few questions from EDU members. We just might have to do this again. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The REAL Reason China’s Economy Is in Crisis Mode 836 836 The REAL Reason China’s Economy Is in Crisis Mode full 11e4aede-644e-42fd-b000-918fe984cad6 https://share.transistor.fm/s/a1e7d808 China's dollar woes have jumped in recent months, so much that they've come out of the eurodollar shadows enough to impact the onshore banking system in an unexpected way. Foreign holdings of negotiable bank CDs have exploded. We'll discuss what that means and how it relates to China's dollar shortage and the surprise set of rate cuts announced by the PBOC earlier today.

Eurodollar University's Money & Macro Analysis

Bloomberg Global Funds Pile Up Nearly a Trillion Yuan of China Bank Bonds
https://www.bloomberg.com/news/articles/2024-07-22/global-funds-pile-up-nearly-a-trillion-yuan-of-china-bank-bonds

Bloomberg China Surprises With Rate Cut After Xi’s Big Meeting Disappoints
https://www.bloomberg.com/news/articles/2024-07-22/pboc-cuts-seven-day-reverse-repo-rate-to-1-7-to-support-economy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> China's dollar woes have jumped in recent months, so much that they've come out of the eurodollar shadows enough to impact the onshore banking system in an unexpected way. Foreign holdings of negotiable bank CDs have exploded. We'll discuss what that means and how it relates to China's dollar shortage and the surprise set of rate cuts announced by the PBOC earlier today.

Eurodollar University's Money & Macro Analysis

Bloomberg Global Funds Pile Up Nearly a Trillion Yuan of China Bank Bonds
https://www.bloomberg.com/news/articles/2024-07-22/global-funds-pile-up-nearly-a-trillion-yuan-of-china-bank-bonds

Bloomberg China Surprises With Rate Cut After Xi’s Big Meeting Disappoints
https://www.bloomberg.com/news/articles/2024-07-22/pboc-cuts-seven-day-reverse-repo-rate-to-1-7-to-support-economy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 23 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1140 China's dollar woes have jumped in recent months, so much that they've come out of the eurodollar shadows enough to impact the onshore banking system in an unexpected way. Foreign holdings of negotiable bank CDs have exploded. We'll discuss what that means and how it relates to China's dollar shortage and the surprise set of rate cuts announced by the PBOC earlier today.

Eurodollar University's Money & Macro Analysis

Bloomberg Global Funds Pile Up Nearly a Trillion Yuan of China Bank Bonds
https://www.bloomberg.com/news/articles/2024-07-22/global-funds-pile-up-nearly-a-trillion-yuan-of-china-bank-bonds

Bloomberg China Surprises With Rate Cut After Xi’s Big Meeting Disappoints
https://www.bloomberg.com/news/articles/2024-07-22/pboc-cuts-seven-day-reverse-repo-rate-to-1-7-to-support-economy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Why Getting A *Good* Job Feels Impossible Right Now 835 835 Why Getting A *Good* Job Feels Impossible Right Now full bdd47692-42f9-4c09-814e-665c09076f08 https://share.transistor.fm/s/e00f3d58 To way too many Americans and other workers, this is already a recession of opportunity. Without the major statics yet to show it, mainstream commentary has mocked their plight as a "vibe-cession." Now the data is beginning to more clearly align with the recession "vibe", suddenly even authorities are starting to worry so out comes the rate cuts. As Steve says, that's not what you want. 

Eurodollar University's conversations w/Steve Van Metre

EURODOLLAR UNIVERSITY'S LIVESTREAM NEXT TUESDAY, 7/23 btw 6 - 8 pm ET

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE:
https://www.eurodollar.university

Bloomberg Goolsbee Says Fed Risks ‘Golden Path’ If It Doesn’t Cut Soon
https://www.bloomberg.com/news/articles/2024-07-18/goolsbee-says-fed-risks-golden-path-if-it-doesn-t-cut-soon

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> To way too many Americans and other workers, this is already a recession of opportunity. Without the major statics yet to show it, mainstream commentary has mocked their plight as a "vibe-cession." Now the data is beginning to more clearly align with the recession "vibe", suddenly even authorities are starting to worry so out comes the rate cuts. As Steve says, that's not what you want. 

Eurodollar University's conversations w/Steve Van Metre

EURODOLLAR UNIVERSITY'S LIVESTREAM NEXT TUESDAY, 7/23 btw 6 - 8 pm ET

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE:
https://www.eurodollar.university

Bloomberg Goolsbee Says Fed Risks ‘Golden Path’ If It Doesn’t Cut Soon
https://www.bloomberg.com/news/articles/2024-07-18/goolsbee-says-fed-risks-golden-path-if-it-doesn-t-cut-soon

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 22 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1126 To way too many Americans and other workers, this is already a recession of opportunity. Without the major statics yet to show it, mainstream commentary has mocked their plight as a "vibe-cession." Now the data is beginning to more clearly align with the recession "vibe", suddenly even authorities are starting to worry so out comes the rate cuts. As Steve says, that's not what you want. 

Eurodollar University's conversations w/Steve Van Metre

EURODOLLAR UNIVERSITY'S LIVESTREAM NEXT TUESDAY, 7/23 btw 6 - 8 pm ET

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE:
https://www.eurodollar.university

Bloomberg Goolsbee Says Fed Risks ‘Golden Path’ If It Doesn’t Cut Soon
https://www.bloomberg.com/news/articles/2024-07-18/goolsbee-says-fed-risks-golden-path-if-it-doesn-t-cut-soon

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What Will Happen When the Fed Finally Cuts Rates 834 834 What Will Happen When the Fed Finally Cuts Rates full 0d006ec1-ea20-4878-bb0b-006d2b9ad131 https://share.transistor.fm/s/0abbb20a All year all anyone has heard is the Fed and its rate cuts. Soft landings imply a little weakness but no worry, Jay Powell will cut rates once maybe twice and everything will be just fine. The only question is, why on earth does anyone believe this? The evidence and history of interest rate targeting - as you'll see - is indeed 100%, as in total failure. Rate cuts (like hikes) are pure superstition. 

Eurodollar University's Money & Macro Analysis

EURODOLLAR UNIVERSITY'S LIVESTREAM NEXT TUESDAY, 7/23 btw 6 - 8 pm ET

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE:
https://www.eurodollar.university

PBS Is the Fed going to cut interest rates? What was once a question of ‘when’ is now less certain
https://www.pbs.org/newshour/economy/is-the-fed-going-to-cut-interest-rates-what-was-once-a-question-of-when-is-now-less-certain

Morningstar We Expect GDP Growth to Weaken Until Fed Starts Cutting Interest Rates
https://www.morningstar.com/economy/we-expect-gdp-growth-weaken-until-fed-starts-cutting-interest-rates

FOMC Transcript March 1991
https://www.federalreserve.gov/monetarypolicy/files/FOMC19910326meeting.pdf

Remarks by Chairman Alan Greenspan
Rules vs. discretionary monetary policy
At the 15th Anniversary Conference of the Center for Economic Policy Research at Stanford University, Stanford, California
September 5, 1997
https://www.federalreserve.gov/boarddocs/speeches/1997/19970905.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> All year all anyone has heard is the Fed and its rate cuts. Soft landings imply a little weakness but no worry, Jay Powell will cut rates once maybe twice and everything will be just fine. The only question is, why on earth does anyone believe this? The evidence and history of interest rate targeting - as you'll see - is indeed 100%, as in total failure. Rate cuts (like hikes) are pure superstition. 

Eurodollar University's Money & Macro Analysis

EURODOLLAR UNIVERSITY'S LIVESTREAM NEXT TUESDAY, 7/23 btw 6 - 8 pm ET

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE:
https://www.eurodollar.university

PBS Is the Fed going to cut interest rates? What was once a question of ‘when’ is now less certain
https://www.pbs.org/newshour/economy/is-the-fed-going-to-cut-interest-rates-what-was-once-a-question-of-when-is-now-less-certain

Morningstar We Expect GDP Growth to Weaken Until Fed Starts Cutting Interest Rates
https://www.morningstar.com/economy/we-expect-gdp-growth-weaken-until-fed-starts-cutting-interest-rates

FOMC Transcript March 1991
https://www.federalreserve.gov/monetarypolicy/files/FOMC19910326meeting.pdf

Remarks by Chairman Alan Greenspan
Rules vs. discretionary monetary policy
At the 15th Anniversary Conference of the Center for Economic Policy Research at Stanford University, Stanford, California
September 5, 1997
https://www.federalreserve.gov/boarddocs/speeches/1997/19970905.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 21 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1198 All year all anyone has heard is the Fed and its rate cuts. Soft landings imply a little weakness but no worry, Jay Powell will cut rates once maybe twice and everything will be just fine. The only question is, why on earth does anyone believe this? The evidence and history of interest rate targeting - as you'll see - is indeed 100%, as in total failure. Rate cuts (like hikes) are pure superstition. 

Eurodollar University's Money & Macro Analysis

EURODOLLAR UNIVERSITY'S LIVESTREAM NEXT TUESDAY, 7/23 btw 6 - 8 pm ET

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE:
https://www.eurodollar.university

PBS Is the Fed going to cut interest rates? What was once a question of ‘when’ is now less certain
https://www.pbs.org/newshour/economy/is-the-fed-going-to-cut-interest-rates-what-was-once-a-question-of-when-is-now-less-certain

Morningstar We Expect GDP Growth to Weaken Until Fed Starts Cutting Interest Rates
https://www.morningstar.com/economy/we-expect-gdp-growth-weaken-until-fed-starts-cutting-interest-rates

FOMC Transcript March 1991
https://www.federalreserve.gov/monetarypolicy/files/FOMC19910326meeting.pdf

Remarks by Chairman Alan Greenspan
Rules vs. discretionary monetary policy
At the 15th Anniversary Conference of the Center for Economic Policy Research at Stanford University, Stanford, California
September 5, 1997
https://www.federalreserve.gov/boarddocs/speeches/1997/19970905.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Copper Gold Ratio is Sending a Massive Warning to the Economy (here's what that means) 833 833 The Copper Gold Ratio is Sending a Massive Warning to the Economy (here's what that means) full 17afc0ae-b54d-4f5b-8996-3c569c3d3d40 https://share.transistor.fm/s/26ec2689 In the midst of other major warnings, here comes another substantial one. Copper has moved way past its supply squeezed record high from just two months ago and is now crashing. At the same time, gold is reaching new heights. The copper to gold ratio therefore just dropped to its lowest since...November 2020. Taking a deeper look at what all this means. 

Eurodollar University's Money & Macro Analysis

EURODOLLAR UNIVERSITY'S LIVESTREAM NEXT TUESDAY, 7/23 btw 6 - 8 pm ET

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE:
https://www.eurodollar.university

Bloomberg China’s Unusually Large Copper Stockpiles Fuel Demand Concerns
https://www.bloomberg.com/news/articles/2024-06-05/china-s-unusually-large-copper-stockpiles-fuel-demand-concerns

Bloomberg Gold Slips From Record High as Traders Ponder Bet on Fed Pivot
https://www.bloomberg.com/news/articles/2024-07-17/gold-holds-at-record-high-as-rate-cut-bets-fuel-demand-rush

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> In the midst of other major warnings, here comes another substantial one. Copper has moved way past its supply squeezed record high from just two months ago and is now crashing. At the same time, gold is reaching new heights. The copper to gold ratio therefore just dropped to its lowest since...November 2020. Taking a deeper look at what all this means. 

Eurodollar University's Money & Macro Analysis

EURODOLLAR UNIVERSITY'S LIVESTREAM NEXT TUESDAY, 7/23 btw 6 - 8 pm ET

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE:
https://www.eurodollar.university

Bloomberg China’s Unusually Large Copper Stockpiles Fuel Demand Concerns
https://www.bloomberg.com/news/articles/2024-06-05/china-s-unusually-large-copper-stockpiles-fuel-demand-concerns

Bloomberg Gold Slips From Record High as Traders Ponder Bet on Fed Pivot
https://www.bloomberg.com/news/articles/2024-07-17/gold-holds-at-record-high-as-rate-cut-bets-fuel-demand-rush

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 19 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1085 In the midst of other major warnings, here comes another substantial one. Copper has moved way past its supply squeezed record high from just two months ago and is now crashing. At the same time, gold is reaching new heights. The copper to gold ratio therefore just dropped to its lowest since...November 2020. Taking a deeper look at what all this means. 

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Bloomberg China’s Unusually Large Copper Stockpiles Fuel Demand Concerns
https://www.bloomberg.com/news/articles/2024-06-05/china-s-unusually-large-copper-stockpiles-fuel-demand-concerns

Bloomberg Gold Slips From Record High as Traders Ponder Bet on Fed Pivot
https://www.bloomberg.com/news/articles/2024-07-17/gold-holds-at-record-high-as-rate-cut-bets-fuel-demand-rush

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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Global Monetary System Is Reliant on Swap Spreads (and they are doing something big) 832 832 The Global Monetary System Is Reliant on Swap Spreads (and they are doing something big) full 3b22df2f-9933-445e-8468-b428d8fc7e39 https://share.transistor.fm/s/31a143dd Swaps are of paramount importance to the financial world, priced by the very monetary system itself. As a consequence, swap market indications are even more critical than the yield curve. But what does it all mean, and how can you decipher what appear its confusing signals? A few minutes on some manageable basics and you're ready to read the market's big move.

Eurodollar University's Money & Macro Analysis

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https://www.eurodollar.university
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]]> Swaps are of paramount importance to the financial world, priced by the very monetary system itself. As a consequence, swap market indications are even more critical than the yield curve. But what does it all mean, and how can you decipher what appear its confusing signals? A few minutes on some manageable basics and you're ready to read the market's big move.

Eurodollar University's Money & Macro Analysis

EURODOLLAR UNIVERSITY'S LIVESTREAM NEXT TUESDAY, 7/23 btw 6 - 8 pm ET

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]]> Thu, 18 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1136 Swaps are of paramount importance to the financial world, priced by the very monetary system itself. As a consequence, swap market indications are even more critical than the yield curve. But what does it all mean, and how can you decipher what appear its confusing signals? A few minutes on some manageable basics and you're ready to read the market's big move.

Eurodollar University's Money & Macro Analysis

EURODOLLAR UNIVERSITY'S LIVESTREAM NEXT TUESDAY, 7/23 btw 6 - 8 pm ET

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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We Need to Discuss the Yield Curve Immediately 831 831 We Need to Discuss the Yield Curve Immediately full d2eaa7eb-17d1-4ca7-afa5-1247267bc736 https://share.transistor.fm/s/f1d9a86f Another part of the yield curve un-inverted, this time the short to long segment. Demonstrating the perpetual inability to make sense of it, mainstream sources are suggesting some "Trump trade" is behind this. No. Unequivocally no. The classic bull case is building and this is merely the latest nascent signal. It isn't complete yet, but incoming data including today's negative retail sales continues to suggest the same case.

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NYT 30-year U.S. bond is back in big way
https://www.nytimes.com/2006/02/09/business/worldbusiness/30year-us-bond-is-back-in-big-way.html

]]> Another part of the yield curve un-inverted, this time the short to long segment. Demonstrating the perpetual inability to make sense of it, mainstream sources are suggesting some "Trump trade" is behind this. No. Unequivocally no. The classic bull case is building and this is merely the latest nascent signal. It isn't complete yet, but incoming data including today's negative retail sales continues to suggest the same case.

Eurodollar University's Money & Macro Analysis

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NYT 30-year U.S. bond is back in big way
https://www.nytimes.com/2006/02/09/business/worldbusiness/30year-us-bond-is-back-in-big-way.html

]]> Wed, 17 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1056 Another part of the yield curve un-inverted, this time the short to long segment. Demonstrating the perpetual inability to make sense of it, mainstream sources are suggesting some "Trump trade" is behind this. No. Unequivocally no. The classic bull case is building and this is merely the latest nascent signal. It isn't complete yet, but incoming data including today's negative retail sales continues to suggest the same case.

Eurodollar University's Money & Macro Analysis

EURODOLLAR UNIVERSITY'S LIVESTREAM NEXT TUESDAY, 7/23 btw 6 - 8 pm ET

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE:
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NYT 30-year U.S. bond is back in big way
https://www.nytimes.com/2006/02/09/business/worldbusiness/30year-us-bond-is-back-in-big-way.html

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It's Over: China’s ENTIRE Economy Just Collapsed 830 830 It's Over: China’s ENTIRE Economy Just Collapsed full e00872ce-44be-4800-8b53-dffdd19f594a https://share.transistor.fm/s/0b44d3cc It started Friday when China's central bank reported more than just new record low credit stats, the deterioration over the past few months has been astounding. That obviously spread to the Chinese economy which the government confirmed today with ugly data across-the-board, big miss in GDP and grim numbers on retail sales. Yet, everyone wants more "stimulus" that all this data proves didn't stimulate a thing. Something to keep in mind when thinking about upcoming Fed rate cuts.

Eurodollar University's Money & Macro Analysis

CNN How ready is China’s military? Dramatic downfall of two defense ministers raises questions
https://www.cnn.com/2024/07/01/china/china-defense-ministers-downfall-analysis-intl-hnk/index.html

FxStreet China: GDP miss calls for faster fiscal spending – Standard Chartered
https://www.fxstreet.com/news/china-gdp-miss-calls-for-faster-fiscal-spending-standard-chartered-202407151119

FT China plays down hopes for ‘strong medicine’ at top economic policy meeting
https://www.ft.com/content/6f4079ea-e8fe-46c8-84b3-75aff56b7011

Reuters China June new bank loans miss forecasts, some money gauges hit record lows
https://www.reuters.com/business/finance/china-june-new-bank-loans-miss-forecasts-some-money-gauges-hit-record-lows-2024-07-12/

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]]> It started Friday when China's central bank reported more than just new record low credit stats, the deterioration over the past few months has been astounding. That obviously spread to the Chinese economy which the government confirmed today with ugly data across-the-board, big miss in GDP and grim numbers on retail sales. Yet, everyone wants more "stimulus" that all this data proves didn't stimulate a thing. Something to keep in mind when thinking about upcoming Fed rate cuts.

Eurodollar University's Money & Macro Analysis

CNN How ready is China’s military? Dramatic downfall of two defense ministers raises questions
https://www.cnn.com/2024/07/01/china/china-defense-ministers-downfall-analysis-intl-hnk/index.html

FxStreet China: GDP miss calls for faster fiscal spending – Standard Chartered
https://www.fxstreet.com/news/china-gdp-miss-calls-for-faster-fiscal-spending-standard-chartered-202407151119

FT China plays down hopes for ‘strong medicine’ at top economic policy meeting
https://www.ft.com/content/6f4079ea-e8fe-46c8-84b3-75aff56b7011

Reuters China June new bank loans miss forecasts, some money gauges hit record lows
https://www.reuters.com/business/finance/china-june-new-bank-loans-miss-forecasts-some-money-gauges-hit-record-lows-2024-07-12/

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]]> Tue, 16 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1209 It started Friday when China's central bank reported more than just new record low credit stats, the deterioration over the past few months has been astounding. That obviously spread to the Chinese economy which the government confirmed today with ugly data across-the-board, big miss in GDP and grim numbers on retail sales. Yet, everyone wants more "stimulus" that all this data proves didn't stimulate a thing. Something to keep in mind when thinking about upcoming Fed rate cuts.

Eurodollar University's Money & Macro Analysis

CNN How ready is China’s military? Dramatic downfall of two defense ministers raises questions
https://www.cnn.com/2024/07/01/china/china-defense-ministers-downfall-analysis-intl-hnk/index.html

FxStreet China: GDP miss calls for faster fiscal spending – Standard Chartered
https://www.fxstreet.com/news/china-gdp-miss-calls-for-faster-fiscal-spending-standard-chartered-202407151119

FT China plays down hopes for ‘strong medicine’ at top economic policy meeting
https://www.ft.com/content/6f4079ea-e8fe-46c8-84b3-75aff56b7011

Reuters China June new bank loans miss forecasts, some money gauges hit record lows
https://www.reuters.com/business/finance/china-june-new-bank-loans-miss-forecasts-some-money-gauges-hit-record-lows-2024-07-12/

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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Japanese Government Is Getting Desperate As The Yen Collapses 829 829 The Japanese Government Is Getting Desperate As The Yen Collapses full cbbbd5aa-8f80-40df-9814-dde862047640 https://share.transistor.fm/s/21dd518e Why does the Japanese government keep intervening trying to prop up the yen, and why does it keep failing? This isn't just about the yen or Japan, nor is it completely a matter of what's unfolding right now. There is a deeper truth that needs to be made more widely which applies universally to monetary systems around the world. And the yen's crash is the clearest example. 

Eurodollar University's conversation w/Steve Van Metre

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]]> Why does the Japanese government keep intervening trying to prop up the yen, and why does it keep failing? This isn't just about the yen or Japan, nor is it completely a matter of what's unfolding right now. There is a deeper truth that needs to be made more widely which applies universally to monetary systems around the world. And the yen's crash is the clearest example. 

Eurodollar University's conversation w/Steve Van Metre

CHECK OUT OUR ANNIVERSARY SALE PRICES AT:
https://www.eurodollar.university

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]]> Mon, 15 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1147 Why does the Japanese government keep intervening trying to prop up the yen, and why does it keep failing? This isn't just about the yen or Japan, nor is it completely a matter of what's unfolding right now. There is a deeper truth that needs to be made more widely which applies universally to monetary systems around the world. And the yen's crash is the clearest example. 

Eurodollar University's conversation w/Steve Van Metre

CHECK OUT OUR ANNIVERSARY SALE PRICES AT:
https://www.eurodollar.university

Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Inflation Report Reveals the Truth About the Economy 828 828 Inflation Report Reveals the Truth About the Economy full 18b60940-8e5c-4732-87b3-52f8b111adfb https://share.transistor.fm/s/d2e0a1ec There was an unnoticed yet absolutely critical detail in the June CPI report that pointed to a lot more than just benign disinflation, a development that has only rarely been observed in decades of history. More disturbing still, the context behind this one is consistent with those few past instances including a few new pieces of subsequent information. 

Eurodollar University's Money & Macro Analysis

FOMC Transcript April 2010
https://www.federalreserve.gov/monetarypolicy/files/FOMC20100428meeting.pdf

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]]> There was an unnoticed yet absolutely critical detail in the June CPI report that pointed to a lot more than just benign disinflation, a development that has only rarely been observed in decades of history. More disturbing still, the context behind this one is consistent with those few past instances including a few new pieces of subsequent information. 

Eurodollar University's Money & Macro Analysis

FOMC Transcript April 2010
https://www.federalreserve.gov/monetarypolicy/files/FOMC20100428meeting.pdf

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]]> Sun, 14 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1098 There was an unnoticed yet absolutely critical detail in the June CPI report that pointed to a lot more than just benign disinflation, a development that has only rarely been observed in decades of history. More disturbing still, the context behind this one is consistent with those few past instances including a few new pieces of subsequent information. 

Eurodollar University's Money & Macro Analysis

FOMC Transcript April 2010
https://www.federalreserve.gov/monetarypolicy/files/FOMC20100428meeting.pdf

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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Bombshell CPI Report Shocks The Market (Here's What You Need To Know) 827 827 Bombshell CPI Report Shocks The Market (Here's What You Need To Know) full 26945add-9edf-4235-8b5f-4b544e11a53b https://share.transistor.fm/s/f8232ab2 The June consumer price estimates at first seemed like good news. Two months in a row at low and now negative changes. But these past two months have shown a little more weakness than most had bargained for, instead so many of the details consistent with recession indications spilling out from all over the economy. No wonder bond yields dropped sharply, though, alarmingly, swap spreads got there well before today. 

Eurodollar University's Money & Macro Analysis

BLS June 2024 CPI
https://www.bls.gov/news.release/pdf/cpi.pdf

Bloomberg Stocks See Big Rotation as Yields Sink on Fed Bets: Markets Wrap
https://www.bloomberg.com/news/articles/2024-07-10/stock-market-today-dow-s-p-live-updates

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]]> The June consumer price estimates at first seemed like good news. Two months in a row at low and now negative changes. But these past two months have shown a little more weakness than most had bargained for, instead so many of the details consistent with recession indications spilling out from all over the economy. No wonder bond yields dropped sharply, though, alarmingly, swap spreads got there well before today. 

Eurodollar University's Money & Macro Analysis

BLS June 2024 CPI
https://www.bls.gov/news.release/pdf/cpi.pdf

Bloomberg Stocks See Big Rotation as Yields Sink on Fed Bets: Markets Wrap
https://www.bloomberg.com/news/articles/2024-07-10/stock-market-today-dow-s-p-live-updates

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]]> Fri, 12 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1103 The June consumer price estimates at first seemed like good news. Two months in a row at low and now negative changes. But these past two months have shown a little more weakness than most had bargained for, instead so many of the details consistent with recession indications spilling out from all over the economy. No wonder bond yields dropped sharply, though, alarmingly, swap spreads got there well before today. 

Eurodollar University's Money & Macro Analysis

BLS June 2024 CPI
https://www.bls.gov/news.release/pdf/cpi.pdf

Bloomberg Stocks See Big Rotation as Yields Sink on Fed Bets: Markets Wrap
https://www.bloomberg.com/news/articles/2024-07-10/stock-market-today-dow-s-p-live-updates

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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won't Believe What's Happening in China 826 826 You Won't Believe What's Happening in China full 89f4efe1-a3df-4958-aa54-36c88804fb9f https://share.transistor.fm/s/41872290 Chinese authorities are becoming increasingly desperate over their inability to stabilize any of the economy, banking system, or markets. CNY keeps going down, as does the economy. Banks in China aren't lending while dozens are now 'disappearing.' Safety/liquidity of government bonds makes perfect sense. Not to the PBOC which is going to be shorting it by hundreds of billions and this is why.

Eurodollar University's Money & Macro Analysis

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Bloomberg Closer Yen, Yuan Correlation Is Danger Sign for Asian Currencies
https://www.bloomberg.com/news/articles/2024-07-10/closer-yen-yuan-correlation-is-danger-sign-for-asian-currencies?srnd=economics-v2

X Video showing Jiangxi Bank 'protest'
https://twitter.com/BitcoinNewsCom/status/1810456112652779538

The Economist Why Chinese banks are now vanishing
https://www.economist.com/finance-and-economics/2024/07/04/why-chinese-banks-are-now-vanishing

Bloomberg China Merges Hundreds of Rural Banks as Financial Risks Mount
https://www.bloomberg.com/news/articles/2024-01-31/china-merges-hundreds-of-rural-banks-as-financial-risks-mount

Bloomberg China's PBOC Readies Multibillion-Yuan Pool of Bonds to Sell by Tapping Major Banks
https://www.bloomberg.com/news/articles/2024-07-05/pboc-readies-hundreds-of-billions-of-yuan-bond-sale-capacity

CNN Chinese government bonds are on fire. That’s ringing alarm bells in Beijing
https://www.cnn.com/2024/07/03/business/china-bond-market-bank-crisis-svb-intl-hnk/index.html

China NBS June 2024 CPI
https://www.stats.gov.cn/sj/zxfb/202407/t20240710_1955508.html

https://www.eurodollar.university
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]]> Chinese authorities are becoming increasingly desperate over their inability to stabilize any of the economy, banking system, or markets. CNY keeps going down, as does the economy. Banks in China aren't lending while dozens are now 'disappearing.' Safety/liquidity of government bonds makes perfect sense. Not to the PBOC which is going to be shorting it by hundreds of billions and this is why.

Eurodollar University's Money & Macro Analysis

EURODOLLAR UNIVERSITY ANNIVERSARY SALE PAGE
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Bloomberg Closer Yen, Yuan Correlation Is Danger Sign for Asian Currencies
https://www.bloomberg.com/news/articles/2024-07-10/closer-yen-yuan-correlation-is-danger-sign-for-asian-currencies?srnd=economics-v2

X Video showing Jiangxi Bank 'protest'
https://twitter.com/BitcoinNewsCom/status/1810456112652779538

The Economist Why Chinese banks are now vanishing
https://www.economist.com/finance-and-economics/2024/07/04/why-chinese-banks-are-now-vanishing

Bloomberg China Merges Hundreds of Rural Banks as Financial Risks Mount
https://www.bloomberg.com/news/articles/2024-01-31/china-merges-hundreds-of-rural-banks-as-financial-risks-mount

Bloomberg China's PBOC Readies Multibillion-Yuan Pool of Bonds to Sell by Tapping Major Banks
https://www.bloomberg.com/news/articles/2024-07-05/pboc-readies-hundreds-of-billions-of-yuan-bond-sale-capacity

CNN Chinese government bonds are on fire. That’s ringing alarm bells in Beijing
https://www.cnn.com/2024/07/03/business/china-bond-market-bank-crisis-svb-intl-hnk/index.html

China NBS June 2024 CPI
https://www.stats.gov.cn/sj/zxfb/202407/t20240710_1955508.html

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]]> Thu, 11 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1184 Chinese authorities are becoming increasingly desperate over their inability to stabilize any of the economy, banking system, or markets. CNY keeps going down, as does the economy. Banks in China aren't lending while dozens are now 'disappearing.' Safety/liquidity of government bonds makes perfect sense. Not to the PBOC which is going to be shorting it by hundreds of billions and this is why.

Eurodollar University's Money & Macro Analysis

EURODOLLAR UNIVERSITY ANNIVERSARY SALE PAGE
https://www.eurodollar.university/anniversary-sale

Bloomberg Closer Yen, Yuan Correlation Is Danger Sign for Asian Currencies
https://www.bloomberg.com/news/articles/2024-07-10/closer-yen-yuan-correlation-is-danger-sign-for-asian-currencies?srnd=economics-v2

X Video showing Jiangxi Bank 'protest'
https://twitter.com/BitcoinNewsCom/status/1810456112652779538

The Economist Why Chinese banks are now vanishing
https://www.economist.com/finance-and-economics/2024/07/04/why-chinese-banks-are-now-vanishing

Bloomberg China Merges Hundreds of Rural Banks as Financial Risks Mount
https://www.bloomberg.com/news/articles/2024-01-31/china-merges-hundreds-of-rural-banks-as-financial-risks-mount

Bloomberg China's PBOC Readies Multibillion-Yuan Pool of Bonds to Sell by Tapping Major Banks
https://www.bloomberg.com/news/articles/2024-07-05/pboc-readies-hundreds-of-billions-of-yuan-bond-sale-capacity

CNN Chinese government bonds are on fire. That’s ringing alarm bells in Beijing
https://www.cnn.com/2024/07/03/business/china-bond-market-bank-crisis-svb-intl-hnk/index.html

China NBS June 2024 CPI
https://www.stats.gov.cn/sj/zxfb/202407/t20240710_1955508.html

https://www.eurodollar.university
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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No LEAKED: Interest Rate Cuts Are Coming?! 825 825 LEAKED: Interest Rate Cuts Are Coming?! full 2a8e640b-c0b6-4715-b21b-9e17fab7e0ff https://share.transistor.fm/s/6c6ee6ef From 'strong and resilient' to 'uh oh' in a heartbeat. The unemployment rate has intruded itself on the soft landing narrative, forcing a near-total rethink of the situation all across the mainstream. Some major bank strategists are now calling for aggressive rate cuts from the Fed at the same time the yield curve is beginning to flash bull. 

Eurodollar University's Money & Macro Analysis

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Fed Chair Powell testimony (courtesy CBS News)
https://www.youtube.com/watch?v=Og8W_VK1gMM

Fed Chair Powell prepared remarks before Congress
https://www.federalreserve.gov/newsevents/testimony/powell20240709a.htm

CNBC The Fed is ‘playing with fire’ by not cutting rates, says creator of ‘Sahm Rule’ recession indicator
https://www.cnbc.com/2024/06/18/economist-sahm-who-devised-recession-rule-says-the-fed-is-playing-with-fire-.html

Fortune The Fed could slash rates by 200 points over 8 straight meetings as the economy heads for a sharper downtrend, Citi says
https://fortune.com/2024/07/07/fed-rate-cuts-outlook-200-points-economy-sharper-slowdown-citi/

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]]> From 'strong and resilient' to 'uh oh' in a heartbeat. The unemployment rate has intruded itself on the soft landing narrative, forcing a near-total rethink of the situation all across the mainstream. Some major bank strategists are now calling for aggressive rate cuts from the Fed at the same time the yield curve is beginning to flash bull. 

Eurodollar University's Money & Macro Analysis

EURODOLLAR UNIVERSITY ANNIVERSARY SALE PAGE
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Fed Chair Powell testimony (courtesy CBS News)
https://www.youtube.com/watch?v=Og8W_VK1gMM

Fed Chair Powell prepared remarks before Congress
https://www.federalreserve.gov/newsevents/testimony/powell20240709a.htm

CNBC The Fed is ‘playing with fire’ by not cutting rates, says creator of ‘Sahm Rule’ recession indicator
https://www.cnbc.com/2024/06/18/economist-sahm-who-devised-recession-rule-says-the-fed-is-playing-with-fire-.html

Fortune The Fed could slash rates by 200 points over 8 straight meetings as the economy heads for a sharper downtrend, Citi says
https://fortune.com/2024/07/07/fed-rate-cuts-outlook-200-points-economy-sharper-slowdown-citi/

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]]> Wed, 10 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1028 From 'strong and resilient' to 'uh oh' in a heartbeat. The unemployment rate has intruded itself on the soft landing narrative, forcing a near-total rethink of the situation all across the mainstream. Some major bank strategists are now calling for aggressive rate cuts from the Fed at the same time the yield curve is beginning to flash bull. 

Eurodollar University's Money & Macro Analysis

EURODOLLAR UNIVERSITY ANNIVERSARY SALE PAGE
https://www.eurodollar.university/anniversary-sale

Fed Chair Powell testimony (courtesy CBS News)
https://www.youtube.com/watch?v=Og8W_VK1gMM

Fed Chair Powell prepared remarks before Congress
https://www.federalreserve.gov/newsevents/testimony/powell20240709a.htm

CNBC The Fed is ‘playing with fire’ by not cutting rates, says creator of ‘Sahm Rule’ recession indicator
https://www.cnbc.com/2024/06/18/economist-sahm-who-devised-recession-rule-says-the-fed-is-playing-with-fire-.html

Fortune The Fed could slash rates by 200 points over 8 straight meetings as the economy heads for a sharper downtrend, Citi says
https://fortune.com/2024/07/07/fed-rate-cuts-outlook-200-points-economy-sharper-slowdown-citi/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Europe is Now In Full Blown Crisis Mode (what does this mean for the rest of the world?) 824 824 Europe is Now In Full Blown Crisis Mode (what does this mean for the rest of the world?) full 22d18ac8-5241-427e-bd3a-c2c4afa97263 https://share.transistor.fm/s/059ca25c Political turmoil in Europe is very easy to understand. The European economy is supposed to be recovering from its unofficial recession, and yet the most recent data shows instead alarming (re)acceleration to the downside in a number of places. Realizing this means the path to clawing back some of the supply shock's price increases is disappearing, voters are simply voting accordingly. 

Eurodollar University's Money & Macro Analysis

Pew Research Center Economic ratings across 34 countries are more negative than positive
https://www.pewresearch.org/short-reads/2024/06/07/economic-ratings-across-34-countries-are-more-negative-than-positive/

World Bank Global trade has nearly flatlined. Populism is taking a toll on growth
https://blogs.worldbank.org/en/voices/global-trade-has-nearly-flatlined-populism-taking-toll-growth

UN Trade and Development  Global economic growth set to slow to 2.6% in 2024, just above recession threshold
https://unctad.org/news/global-economic-growth-set-slow-26-2024-just-above-recession-threshold


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Political turmoil in Europe is very easy to understand. The European economy is supposed to be recovering from its unofficial recession, and yet the most recent data shows instead alarming (re)acceleration to the downside in a number of places. Realizing this means the path to clawing back some of the supply shock's price increases is disappearing, voters are simply voting accordingly. 

Eurodollar University's Money & Macro Analysis

Pew Research Center Economic ratings across 34 countries are more negative than positive
https://www.pewresearch.org/short-reads/2024/06/07/economic-ratings-across-34-countries-are-more-negative-than-positive/

World Bank Global trade has nearly flatlined. Populism is taking a toll on growth
https://blogs.worldbank.org/en/voices/global-trade-has-nearly-flatlined-populism-taking-toll-growth

UN Trade and Development  Global economic growth set to slow to 2.6% in 2024, just above recession threshold
https://unctad.org/news/global-economic-growth-set-slow-26-2024-just-above-recession-threshold


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 09 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1065 Political turmoil in Europe is very easy to understand. The European economy is supposed to be recovering from its unofficial recession, and yet the most recent data shows instead alarming (re)acceleration to the downside in a number of places. Realizing this means the path to clawing back some of the supply shock's price increases is disappearing, voters are simply voting accordingly. 

Eurodollar University's Money & Macro Analysis

Pew Research Center Economic ratings across 34 countries are more negative than positive
https://www.pewresearch.org/short-reads/2024/06/07/economic-ratings-across-34-countries-are-more-negative-than-positive/

World Bank Global trade has nearly flatlined. Populism is taking a toll on growth
https://blogs.worldbank.org/en/voices/global-trade-has-nearly-flatlined-populism-taking-toll-growth

UN Trade and Development  Global economic growth set to slow to 2.6% in 2024, just above recession threshold
https://unctad.org/news/global-economic-growth-set-slow-26-2024-just-above-recession-threshold


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oh Sh*t, The Job Market Just Broke 823 823 Oh Sh*t, The Job Market Just Broke full 667157a7-df4d-455b-bace-3ebe4c65d702 https://share.transistor.fm/s/95cfc872 Unemployment in the US is now steadily moving higher. The June 2024 employment report contained more substantial downward revisions, evidence more employers are cutting hours, and most concerning is another increase to the unemployment rate. And, contrary to many claims, it's not the "good" kind of rising unemployment.

Eurodollar University's conversation w/Steve Van Metre

BLS Employment Situation Summary June 2024
https://www.bls.gov/news.release/empsit.nr0.htm

Bloomberg The US Economic Slowdown Is Looking More Threatening
https://www.bloomberg.com/opinion/articles/2024-07-05/us-jobs-report-economic-slowdown-is-looking-more-threatening

FOMC June 2024 Minutes
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20240612.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Unemployment in the US is now steadily moving higher. The June 2024 employment report contained more substantial downward revisions, evidence more employers are cutting hours, and most concerning is another increase to the unemployment rate. And, contrary to many claims, it's not the "good" kind of rising unemployment.

Eurodollar University's conversation w/Steve Van Metre

BLS Employment Situation Summary June 2024
https://www.bls.gov/news.release/empsit.nr0.htm

Bloomberg The US Economic Slowdown Is Looking More Threatening
https://www.bloomberg.com/opinion/articles/2024-07-05/us-jobs-report-economic-slowdown-is-looking-more-threatening

FOMC June 2024 Minutes
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20240612.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 08 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1129 Unemployment in the US is now steadily moving higher. The June 2024 employment report contained more substantial downward revisions, evidence more employers are cutting hours, and most concerning is another increase to the unemployment rate. And, contrary to many claims, it's not the "good" kind of rising unemployment.

Eurodollar University's conversation w/Steve Van Metre

BLS Employment Situation Summary June 2024
https://www.bls.gov/news.release/empsit.nr0.htm

Bloomberg The US Economic Slowdown Is Looking More Threatening
https://www.bloomberg.com/opinion/articles/2024-07-05/us-jobs-report-economic-slowdown-is-looking-more-threatening

FOMC June 2024 Minutes
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20240612.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Phase 2 of the Commercial Real Estate Collapse Has Begun 822 822 Phase 2 of the Commercial Real Estate Collapse Has Begun full c6718ca4-933f-4ad2-ad7c-dd47cbe63fa9 https://share.transistor.fm/s/c60bfc92 According to multiple recent reports, banks are very quietly selling out of CRE positions. Those reports are backed up by banking data which clearly shows an inflection in systemic loans in the space. Combined, we have strong evidence showing the second stage of the CRE bust has now started. 

Eurodollar University's Money & Macro Analysis

Reuters Big US banks withstand Fed's commercial real estate shock scenario
https://www.reuters.com/markets/us/big-us-banks-withstand-feds-commercial-real-estate-shock-scenario-2024-06-26/

Federal Reserve Stress Test Results 2024
https://www.federalreserve.gov/publications/files/2024-dfast-results-20240626.pdf

NYT Office Building Losses Start to Pile Up, and More Pain Is Expected
https://www.nytimes.com/2024/06/06/business/office-building-foreclosures-losses.html

NYT Fearing Losses, Banks Are Quietly Dumping Real Estate Loans
https://www.nytimes.com/2024/06/24/business/commercial-real-estate-loans.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> According to multiple recent reports, banks are very quietly selling out of CRE positions. Those reports are backed up by banking data which clearly shows an inflection in systemic loans in the space. Combined, we have strong evidence showing the second stage of the CRE bust has now started. 

Eurodollar University's Money & Macro Analysis

Reuters Big US banks withstand Fed's commercial real estate shock scenario
https://www.reuters.com/markets/us/big-us-banks-withstand-feds-commercial-real-estate-shock-scenario-2024-06-26/

Federal Reserve Stress Test Results 2024
https://www.federalreserve.gov/publications/files/2024-dfast-results-20240626.pdf

NYT Office Building Losses Start to Pile Up, and More Pain Is Expected
https://www.nytimes.com/2024/06/06/business/office-building-foreclosures-losses.html

NYT Fearing Losses, Banks Are Quietly Dumping Real Estate Loans
https://www.nytimes.com/2024/06/24/business/commercial-real-estate-loans.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 07 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1106 According to multiple recent reports, banks are very quietly selling out of CRE positions. Those reports are backed up by banking data which clearly shows an inflection in systemic loans in the space. Combined, we have strong evidence showing the second stage of the CRE bust has now started. 

Eurodollar University's Money & Macro Analysis

Reuters Big US banks withstand Fed's commercial real estate shock scenario
https://www.reuters.com/markets/us/big-us-banks-withstand-feds-commercial-real-estate-shock-scenario-2024-06-26/

Federal Reserve Stress Test Results 2024
https://www.federalreserve.gov/publications/files/2024-dfast-results-20240626.pdf

NYT Office Building Losses Start to Pile Up, and More Pain Is Expected
https://www.nytimes.com/2024/06/06/business/office-building-foreclosures-losses.html

NYT Fearing Losses, Banks Are Quietly Dumping Real Estate Loans
https://www.nytimes.com/2024/06/24/business/commercial-real-estate-loans.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What Comes After the Dollar dies 821 821 What Comes After the Dollar dies full c9b02d2d-14a5-4470-89b5-04e19aa58546 https://share.transistor.fm/s/55e1f234 Modern economies have been moving in the direction of ledger money not for years or decades, for centuries. The world's current reserve currency, the eurodollar, merely represented the second stage in the evolutionary process. Now that it has surpassed its useful life, the door is wide open for the third stage which seems tailor-made for something like Bitcoin. Why hasn't the digital ledger taken advantage of the opportunity? Is there some other kind which is?

Eurodollar University's Special Presentation: Ledger Money Won't Be Perfect

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE
Memberships with a ton more content like this. Presentations. Basics videos on money. Classroom vids going deep into the eurodollar format. QnAs. Guest conversations. 
Subscriptions on current events and topics. 
All at some of the best prices we've offered since Eurodollar University launched two years ago. 

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Modern economies have been moving in the direction of ledger money not for years or decades, for centuries. The world's current reserve currency, the eurodollar, merely represented the second stage in the evolutionary process. Now that it has surpassed its useful life, the door is wide open for the third stage which seems tailor-made for something like Bitcoin. Why hasn't the digital ledger taken advantage of the opportunity? Is there some other kind which is?

Eurodollar University's Special Presentation: Ledger Money Won't Be Perfect

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE
Memberships with a ton more content like this. Presentations. Basics videos on money. Classroom vids going deep into the eurodollar format. QnAs. Guest conversations. 
Subscriptions on current events and topics. 
All at some of the best prices we've offered since Eurodollar University launched two years ago. 

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sat, 06 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 3462 Modern economies have been moving in the direction of ledger money not for years or decades, for centuries. The world's current reserve currency, the eurodollar, merely represented the second stage in the evolutionary process. Now that it has surpassed its useful life, the door is wide open for the third stage which seems tailor-made for something like Bitcoin. Why hasn't the digital ledger taken advantage of the opportunity? Is there some other kind which is?

Eurodollar University's Special Presentation: Ledger Money Won't Be Perfect

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE
Memberships with a ton more content like this. Presentations. Basics videos on money. Classroom vids going deep into the eurodollar format. QnAs. Guest conversations. 
Subscriptions on current events and topics. 
All at some of the best prices we've offered since Eurodollar University launched two years ago. 

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Could Force the Fed to Cut Rates in July 820 820 This Could Force the Fed to Cut Rates in July full 997a645a-c650-41d3-9836-e0fac98f3040 https://share.transistor.fm/s/4cdcb973 Fed officials have repeatedly stated they are going to be patient before pivoting to rate cuts. But that would only be the case if the economy is actually strong and resilient. Should the labor market show signs of falling off dramatically, they'd cut their rates in a hurry. Today's macro data were filled with exactly those kinds of warning signs. 

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE - DETAILS AT https://eurodollar.university

Eurodollar University's Money & Macro Analysis

Bloomberg Powell Welcomes Recent Data But Fed Needs More Confidence to Cut
https://www.bloomberg.com/news/articles/2024-07-02/powell-welcomes-recent-data-but-fed-needs-more-confidence-to-cut

Bloomberg Bond Traders Boldly Bet on 300 Basis Points of Fed Cuts by March
https://www.bloomberg.com/news/articles/2024-06-25/bond-traders-boldly-bet-on-300-basis-points-of-fed-cuts-by-march

Bloomberg US Services Activity Contracts at Fastest Pace in Four Years
https://www.bloomberg.com/news/articles/2024-07-03/us-services-activity-contracts-at-fastest-pace-in-four-years

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fed officials have repeatedly stated they are going to be patient before pivoting to rate cuts. But that would only be the case if the economy is actually strong and resilient. Should the labor market show signs of falling off dramatically, they'd cut their rates in a hurry. Today's macro data were filled with exactly those kinds of warning signs. 

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE - DETAILS AT https://eurodollar.university

Eurodollar University's Money & Macro Analysis

Bloomberg Powell Welcomes Recent Data But Fed Needs More Confidence to Cut
https://www.bloomberg.com/news/articles/2024-07-02/powell-welcomes-recent-data-but-fed-needs-more-confidence-to-cut

Bloomberg Bond Traders Boldly Bet on 300 Basis Points of Fed Cuts by March
https://www.bloomberg.com/news/articles/2024-06-25/bond-traders-boldly-bet-on-300-basis-points-of-fed-cuts-by-march

Bloomberg US Services Activity Contracts at Fastest Pace in Four Years
https://www.bloomberg.com/news/articles/2024-07-03/us-services-activity-contracts-at-fastest-pace-in-four-years

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 04 Jul 2024 11:10:03 -0400 Jeff Snider Jeff Snider 1158 Fed officials have repeatedly stated they are going to be patient before pivoting to rate cuts. But that would only be the case if the economy is actually strong and resilient. Should the labor market show signs of falling off dramatically, they'd cut their rates in a hurry. Today's macro data were filled with exactly those kinds of warning signs. 

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE - DETAILS AT https://eurodollar.university

Eurodollar University's Money & Macro Analysis

Bloomberg Powell Welcomes Recent Data But Fed Needs More Confidence to Cut
https://www.bloomberg.com/news/articles/2024-07-02/powell-welcomes-recent-data-but-fed-needs-more-confidence-to-cut

Bloomberg Bond Traders Boldly Bet on 300 Basis Points of Fed Cuts by March
https://www.bloomberg.com/news/articles/2024-06-25/bond-traders-boldly-bet-on-300-basis-points-of-fed-cuts-by-march

Bloomberg US Services Activity Contracts at Fastest Pace in Four Years
https://www.bloomberg.com/news/articles/2024-07-03/us-services-activity-contracts-at-fastest-pace-in-four-years

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Recession Warning Signs You Need To Be Watching (w/ @EPBResearch ) 819 819 Recession Warning Signs You Need To Be Watching (w/ @EPBResearch ) full 746723dc-5fe7-45af-aa0a-d60344a87ef2 https://share.transistor.fm/s/b103e10e If you want to watch the full interview check it out at https://www.eurodollar.university

Everyone wants to know the answer to the recession question. So, by very popular demand, Eric Basmajian of EPB Macro Research checks in with Jeff on the unusual state and status of the US business cycle. The whole monumental matter just might come down to houses. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you want to watch the full interview check it out at https://www.eurodollar.university

Everyone wants to know the answer to the recession question. So, by very popular demand, Eric Basmajian of EPB Macro Research checks in with Jeff on the unusual state and status of the US business cycle. The whole monumental matter just might come down to houses. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 03 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1389 If you want to watch the full interview check it out at https://www.eurodollar.university

Everyone wants to know the answer to the recession question. So, by very popular demand, Eric Basmajian of EPB Macro Research checks in with Jeff on the unusual state and status of the US business cycle. The whole monumental matter just might come down to houses. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China's Treasury Market Just Hit a Record Low 818 818 China's Treasury Market Just Hit a Record Low full 3a5c3887-89ef-4260-8fc1-9540da1f1755 https://share.transistor.fm/s/f8cce41c Government bond yields in China just plunged to more record lows as market agents are growing even more pessimistic. The unquenchable demand for safe and liquid assets has the PBOC getting ready to sell bonds into a marketplace that is increasingly concerned about a lot more than Chinese issues. More strong evidence for globally synchronized.

Eurodollar University's Money & Macro Analysis

Bloomberg Economists Raise China Growth Forecasts as Exports Improve
https://www.bloomberg.com/news/articles/2024-06-25/economists-raise-china-growth-forecasts-as-exports-improve

Bloomberg El-Erian Says Slowing Economy Raises Fed Policy-Error Risk
https://www.bloomberg.com/news/articles/2024-06-28/el-erian-says-slowing-economy-raises-fed-policy-error-risk

Bloomberg A $100 Billion Bet on China’s Economy Sours as Warehouses Empty
https://www.bloomberg.com/news/articles/2024-07-01/china-s-third-plenum-and-what-it-means-for-tax-reform-and-supply-chains?srnd=economics-v2

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Government bond yields in China just plunged to more record lows as market agents are growing even more pessimistic. The unquenchable demand for safe and liquid assets has the PBOC getting ready to sell bonds into a marketplace that is increasingly concerned about a lot more than Chinese issues. More strong evidence for globally synchronized.

Eurodollar University's Money & Macro Analysis

Bloomberg Economists Raise China Growth Forecasts as Exports Improve
https://www.bloomberg.com/news/articles/2024-06-25/economists-raise-china-growth-forecasts-as-exports-improve

Bloomberg El-Erian Says Slowing Economy Raises Fed Policy-Error Risk
https://www.bloomberg.com/news/articles/2024-06-28/el-erian-says-slowing-economy-raises-fed-policy-error-risk

Bloomberg A $100 Billion Bet on China’s Economy Sours as Warehouses Empty
https://www.bloomberg.com/news/articles/2024-07-01/china-s-third-plenum-and-what-it-means-for-tax-reform-and-supply-chains?srnd=economics-v2

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 02 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 969 Government bond yields in China just plunged to more record lows as market agents are growing even more pessimistic. The unquenchable demand for safe and liquid assets has the PBOC getting ready to sell bonds into a marketplace that is increasingly concerned about a lot more than Chinese issues. More strong evidence for globally synchronized.

Eurodollar University's Money & Macro Analysis

Bloomberg Economists Raise China Growth Forecasts as Exports Improve
https://www.bloomberg.com/news/articles/2024-06-25/economists-raise-china-growth-forecasts-as-exports-improve

Bloomberg El-Erian Says Slowing Economy Raises Fed Policy-Error Risk
https://www.bloomberg.com/news/articles/2024-06-28/el-erian-says-slowing-economy-raises-fed-policy-error-risk

Bloomberg A $100 Billion Bet on China’s Economy Sours as Warehouses Empty
https://www.bloomberg.com/news/articles/2024-07-01/china-s-third-plenum-and-what-it-means-for-tax-reform-and-supply-chains?srnd=economics-v2

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oh Sh*t, GLOBAL Unemployment Is Rising (What does this lead to) 817 817 Oh Sh*t, GLOBAL Unemployment Is Rising (What does this lead to) full 12b2a361-9638-4e49-800b-606a4dbe45a2 https://share.transistor.fm/s/1c30d13e Soft landings and resilient economy supported by strength in labor markets. At least that's the narrative, the truth is completely different. Much of the developed world is being swept up in a wave of rising unemployment. Yes, including the US.;/

Eurodollar University's conversation w/Steve Van Metre

Bank of Canada
https://www.bankofcanada.ca/2024/06/opening-statement-2024-06-05/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Soft landings and resilient economy supported by strength in labor markets. At least that's the narrative, the truth is completely different. Much of the developed world is being swept up in a wave of rising unemployment. Yes, including the US.;/

Eurodollar University's conversation w/Steve Van Metre

Bank of Canada
https://www.bankofcanada.ca/2024/06/opening-statement-2024-06-05/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 01 Jul 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1154 Soft landings and resilient economy supported by strength in labor markets. At least that's the narrative, the truth is completely different. Much of the developed world is being swept up in a wave of rising unemployment. Yes, including the US.;/

Eurodollar University's conversation w/Steve Van Metre

Bank of Canada
https://www.bankofcanada.ca/2024/06/opening-statement-2024-06-05/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Japanese Yen Is CRASHING (what this means for the world) 816 816 The Japanese Yen Is CRASHING (what this means for the world) full ef7cd00c-48f8-4157-91c0-0025b1aafddf https://share.transistor.fm/s/fc5f42e4 Another new low for JPY as the Japanese government is shuffling up its top Finance Ministry people. Everyone continues to blame the Fed for the yen's crash but the evidence conclusively shows that's not it. This only raises the question, what is it? The yen's own track record holds the answer and it is one that applies to you.

Eurodollar University's Money & Macro Analysis

Reuters Japan names new FX diplomat as yen hits 38-year low
https://www.reuters.com/markets/asia/japan-appoints-atsushi-mimura-top-fx-diplomat-replacing-masato-kanda-2024-06-28/

Reuters Japan warns against rapid FX moves, reiterates readiness for action
https://www.reuters.com/markets/currencies/japan-warns-against-rapid-fx-moves-reiterates-readiness-action-2024-06-24/

Bloomberg Yen Falls Through 161 Per Dollar, Putting Intervention in Focus
https://www.bloomberg.com/news/articles/2024-06-28/yen-falls-through-161-per-dollar-as-intervention-wagers-increase

Barrons The Fed’s Higher for Longer Policy Is Breaking the Yen
https://www.barrons.com/articles/fed-yen-b66308af

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Another new low for JPY as the Japanese government is shuffling up its top Finance Ministry people. Everyone continues to blame the Fed for the yen's crash but the evidence conclusively shows that's not it. This only raises the question, what is it? The yen's own track record holds the answer and it is one that applies to you.

Eurodollar University's Money & Macro Analysis

Reuters Japan names new FX diplomat as yen hits 38-year low
https://www.reuters.com/markets/asia/japan-appoints-atsushi-mimura-top-fx-diplomat-replacing-masato-kanda-2024-06-28/

Reuters Japan warns against rapid FX moves, reiterates readiness for action
https://www.reuters.com/markets/currencies/japan-warns-against-rapid-fx-moves-reiterates-readiness-action-2024-06-24/

Bloomberg Yen Falls Through 161 Per Dollar, Putting Intervention in Focus
https://www.bloomberg.com/news/articles/2024-06-28/yen-falls-through-161-per-dollar-as-intervention-wagers-increase

Barrons The Fed’s Higher for Longer Policy Is Breaking the Yen
https://www.barrons.com/articles/fed-yen-b66308af

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 30 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1121 Another new low for JPY as the Japanese government is shuffling up its top Finance Ministry people. Everyone continues to blame the Fed for the yen's crash but the evidence conclusively shows that's not it. This only raises the question, what is it? The yen's own track record holds the answer and it is one that applies to you.

Eurodollar University's Money & Macro Analysis

Reuters Japan names new FX diplomat as yen hits 38-year low
https://www.reuters.com/markets/asia/japan-appoints-atsushi-mimura-top-fx-diplomat-replacing-masato-kanda-2024-06-28/

Reuters Japan warns against rapid FX moves, reiterates readiness for action
https://www.reuters.com/markets/currencies/japan-warns-against-rapid-fx-moves-reiterates-readiness-action-2024-06-24/

Bloomberg Yen Falls Through 161 Per Dollar, Putting Intervention in Focus
https://www.bloomberg.com/news/articles/2024-06-28/yen-falls-through-161-per-dollar-as-intervention-wagers-increase

Barrons The Fed’s Higher for Longer Policy Is Breaking the Yen
https://www.barrons.com/articles/fed-yen-b66308af

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Walgreens Warns: People Have Suddenly Stopped Coming 815 815 Walgreens Warns: People Have Suddenly Stopped Coming full 3f6e711f-6c85-4cf1-b6bd-2b9fa5361a59 https://share.transistor.fm/s/e03d3ade Retail and Pharmacy giant Walgreens now says there won't be a second half rebound after all, not according to its view of the consumer economy. It was seconded by Levi's and then European behemoth H&M. All of that ties together with a record low in US pending home sales and a summer driving season that's already an enormous bust as recession forces bear down.

Eurodollar University's Money & Macro Analysis

NBCNews Walgreens plans store closures as CEO says consumers 'stunned' by prices
https://www.nbcnews.com/business/business-news/walgreens-plans-store-closures-ceo-says-consumers-stunned-prices-rcna159208

CNBC Levi’s shares drop 15% as jeans maker’s sales disappoint despite denim craze
https://www.cnbc.com/2024/06/26/levi-levi-earnings-q2-2024.html

CNBC H&M plunges 13% on doubts over full-year margin target, June sales outlook
https://www.cnbc.com/2024/06/27/hm-plunges-12point5percent-on-doubts-over-full-year-margin-target-june-sales-outlook.html

Bloomberg US Pending Home Sales Index Slides to Record Low on High Rates
https://www.bloomberg.com/news/articles/2024-06-27/us-pending-home-sales-index-slides-to-record-low-on-high-rates

https://www.eurodollar.university
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]]> Retail and Pharmacy giant Walgreens now says there won't be a second half rebound after all, not according to its view of the consumer economy. It was seconded by Levi's and then European behemoth H&M. All of that ties together with a record low in US pending home sales and a summer driving season that's already an enormous bust as recession forces bear down.

Eurodollar University's Money & Macro Analysis

NBCNews Walgreens plans store closures as CEO says consumers 'stunned' by prices
https://www.nbcnews.com/business/business-news/walgreens-plans-store-closures-ceo-says-consumers-stunned-prices-rcna159208

CNBC Levi’s shares drop 15% as jeans maker’s sales disappoint despite denim craze
https://www.cnbc.com/2024/06/26/levi-levi-earnings-q2-2024.html

CNBC H&M plunges 13% on doubts over full-year margin target, June sales outlook
https://www.cnbc.com/2024/06/27/hm-plunges-12point5percent-on-doubts-over-full-year-margin-target-june-sales-outlook.html

Bloomberg US Pending Home Sales Index Slides to Record Low on High Rates
https://www.bloomberg.com/news/articles/2024-06-27/us-pending-home-sales-index-slides-to-record-low-on-high-rates

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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]]> Fri, 28 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1086 Retail and Pharmacy giant Walgreens now says there won't be a second half rebound after all, not according to its view of the consumer economy. It was seconded by Levi's and then European behemoth H&M. All of that ties together with a record low in US pending home sales and a summer driving season that's already an enormous bust as recession forces bear down.

Eurodollar University's Money & Macro Analysis

NBCNews Walgreens plans store closures as CEO says consumers 'stunned' by prices
https://www.nbcnews.com/business/business-news/walgreens-plans-store-closures-ceo-says-consumers-stunned-prices-rcna159208

CNBC Levi’s shares drop 15% as jeans maker’s sales disappoint despite denim craze
https://www.cnbc.com/2024/06/26/levi-levi-earnings-q2-2024.html

CNBC H&M plunges 13% on doubts over full-year margin target, June sales outlook
https://www.cnbc.com/2024/06/27/hm-plunges-12point5percent-on-doubts-over-full-year-margin-target-june-sales-outlook.html

Bloomberg US Pending Home Sales Index Slides to Record Low on High Rates
https://www.bloomberg.com/news/articles/2024-06-27/us-pending-home-sales-index-slides-to-record-low-on-high-rates

https://www.eurodollar.university
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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won't Believe What China's Central Bank Is Doing 814 814 You Won't Believe What China's Central Bank Is Doing full 8bc52b74-ab34-4ba2-87d2-92f4927c3632 https://share.transistor.fm/s/22786b88 China's top central banker confirmed last week the intention to radically change the operations of the Peoples' Bank of China. Some have speculated this equates to an imminent QE, but that has nothing to do with the reform. We've seen this before. The issue is bank, not central bank. 

Eurodollar University's Money & Macro Analysis

BNP Implications of China's Impaired Transmission Mechanism
https://docfinder.bnpparibas-am.com/api/files/f3e3ee55-9e19-455f-a1a6-08123581e2e9

SCMP Xi Jinping to China’s central bank: restart treasury-bond trade, after 2-decade hiatus
https://www.scmp.com/economy/china-economy/article/3256967/xi-jinping-chinas-central-bank-restart-treasury-bond-trade-after-2-decade-hiatus

Pan Gongsheng's speech at Shanghai
http://www.pbc.gov.cn/en/3688110/3688172/5188125/5379416/index.html

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]]> China's top central banker confirmed last week the intention to radically change the operations of the Peoples' Bank of China. Some have speculated this equates to an imminent QE, but that has nothing to do with the reform. We've seen this before. The issue is bank, not central bank. 

Eurodollar University's Money & Macro Analysis

BNP Implications of China's Impaired Transmission Mechanism
https://docfinder.bnpparibas-am.com/api/files/f3e3ee55-9e19-455f-a1a6-08123581e2e9

SCMP Xi Jinping to China’s central bank: restart treasury-bond trade, after 2-decade hiatus
https://www.scmp.com/economy/china-economy/article/3256967/xi-jinping-chinas-central-bank-restart-treasury-bond-trade-after-2-decade-hiatus

Pan Gongsheng's speech at Shanghai
http://www.pbc.gov.cn/en/3688110/3688172/5188125/5379416/index.html

https://www.eurodollar.university
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]]> Thu, 27 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1225 China's top central banker confirmed last week the intention to radically change the operations of the Peoples' Bank of China. Some have speculated this equates to an imminent QE, but that has nothing to do with the reform. We've seen this before. The issue is bank, not central bank. 

Eurodollar University's Money & Macro Analysis

BNP Implications of China's Impaired Transmission Mechanism
https://docfinder.bnpparibas-am.com/api/files/f3e3ee55-9e19-455f-a1a6-08123581e2e9

SCMP Xi Jinping to China’s central bank: restart treasury-bond trade, after 2-decade hiatus
https://www.scmp.com/economy/china-economy/article/3256967/xi-jinping-chinas-central-bank-restart-treasury-bond-trade-after-2-decade-hiatus

Pan Gongsheng's speech at Shanghai
http://www.pbc.gov.cn/en/3688110/3688172/5188125/5379416/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Primary Dealer Banks Showing Signs Of Global Collateral Tightening 813 813 Primary Dealer Banks Showing Signs Of Global Collateral Tightening full 7382dc4b-8182-4d24-87a8-93811197e886 https://share.transistor.fm/s/45934276 There have been a whole bunch of ripples through the monetary system coming in from all angles pointing toward a sizable collateral disruption. The primary culprit(s) appears to be from Europe, starting in bond spreads surging off election uncertainty though we can't discount the ECB's rate cut as a factor. The eurodollar aftershocks are pronounced regardless of origin.

Eurodollar University's Money & Macro Analysis

IOSCO Securities Lending Transactions: Market Development and Implications
https://www.bis.org/cpmi/publ/d32.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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https://event.webinarjam.com/channel/rates

]]> There have been a whole bunch of ripples through the monetary system coming in from all angles pointing toward a sizable collateral disruption. The primary culprit(s) appears to be from Europe, starting in bond spreads surging off election uncertainty though we can't discount the ECB's rate cut as a factor. The eurodollar aftershocks are pronounced regardless of origin.

Eurodollar University's Money & Macro Analysis

IOSCO Securities Lending Transactions: Market Development and Implications
https://www.bis.org/cpmi/publ/d32.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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]]> Wed, 26 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1118 There have been a whole bunch of ripples through the monetary system coming in from all angles pointing toward a sizable collateral disruption. The primary culprit(s) appears to be from Europe, starting in bond spreads surging off election uncertainty though we can't discount the ECB's rate cut as a factor. The eurodollar aftershocks are pronounced regardless of origin.

Eurodollar University's Money & Macro Analysis

IOSCO Securities Lending Transactions: Market Development and Implications
https://www.bis.org/cpmi/publ/d32.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Japan is buying MASSIVE Amounts of Junk Credit 812 812 Japan is buying MASSIVE Amounts of Junk Credit full 1769bbff-341f-4a8f-bef7-104773da10e2 https://share.transistor.fm/s/92fc64c1 Japanese banks have been bulking up on US junk corporate credit for the last year, driven entirely by an increasingly difficult reach for yield. That means overlooking dangers and risks which in other less distorted times would have been taken more seriously. The end result is a large and growing distortion in a key part of the credit markets.

Eurodollar University's Money & Macro Analysis

Bank of Japan Financial System Report October 2019
https://www.boj.or.jp/en/research/brp/fsr/data/fsr191024a.pdf

VanEck Looking Beyond AAA Rated CLOs Pays Off
https://www.vaneck.com/us/en/blogs/income-investing/looking-beyond-aaa-rated-clos-pays-off/

Deutsche Bank What impact is 'higher for longer' having on the CLO market in 2024
https://flow.db.com/trust-and-agency-services/what-impact-is-higher-for-longer-having-on-the-clo-market-in-2024

Bloomberg A $1.3 Trillion Fund Pool for Junk-Rated US Firms Has Unlikely Lifeline: Japan's Banks
https://www.bloomberg.com/news/articles/2023-04-20/the-1-3-trillion-clo-market-grows-more-dependent-on-japan-banks

https://www.eurodollar.university
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Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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]]> Japanese banks have been bulking up on US junk corporate credit for the last year, driven entirely by an increasingly difficult reach for yield. That means overlooking dangers and risks which in other less distorted times would have been taken more seriously. The end result is a large and growing distortion in a key part of the credit markets.

Eurodollar University's Money & Macro Analysis

Bank of Japan Financial System Report October 2019
https://www.boj.or.jp/en/research/brp/fsr/data/fsr191024a.pdf

VanEck Looking Beyond AAA Rated CLOs Pays Off
https://www.vaneck.com/us/en/blogs/income-investing/looking-beyond-aaa-rated-clos-pays-off/

Deutsche Bank What impact is 'higher for longer' having on the CLO market in 2024
https://flow.db.com/trust-and-agency-services/what-impact-is-higher-for-longer-having-on-the-clo-market-in-2024

Bloomberg A $1.3 Trillion Fund Pool for Junk-Rated US Firms Has Unlikely Lifeline: Japan's Banks
https://www.bloomberg.com/news/articles/2023-04-20/the-1-3-trillion-clo-market-grows-more-dependent-on-japan-banks

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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]]> Tue, 25 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1201 Japanese banks have been bulking up on US junk corporate credit for the last year, driven entirely by an increasingly difficult reach for yield. That means overlooking dangers and risks which in other less distorted times would have been taken more seriously. The end result is a large and growing distortion in a key part of the credit markets.

Eurodollar University's Money & Macro Analysis

Bank of Japan Financial System Report October 2019
https://www.boj.or.jp/en/research/brp/fsr/data/fsr191024a.pdf

VanEck Looking Beyond AAA Rated CLOs Pays Off
https://www.vaneck.com/us/en/blogs/income-investing/looking-beyond-aaa-rated-clos-pays-off/

Deutsche Bank What impact is 'higher for longer' having on the CLO market in 2024
https://flow.db.com/trust-and-agency-services/what-impact-is-higher-for-longer-having-on-the-clo-market-in-2024

Bloomberg A $1.3 Trillion Fund Pool for Junk-Rated US Firms Has Unlikely Lifeline: Japan's Banks
https://www.bloomberg.com/news/articles/2023-04-20/the-1-3-trillion-clo-market-grows-more-dependent-on-japan-banks

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Copper's Latest Move Has The Market Freaking Out 811 811 Copper's Latest Move Has The Market Freaking Out full dc943a77-556b-484e-aa61-6b9200e39897 https://share.transistor.fm/s/b507d859 Copper and aluminum were soaring and so were reflation expectations for the global economy. If the world wasn't too careful, those might even lead to resurgent inflation. What's happening in those and other commodities has shocked market observers. As has the most recent global macro data. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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]]> Copper and aluminum were soaring and so were reflation expectations for the global economy. If the world wasn't too careful, those might even lead to resurgent inflation. What's happening in those and other commodities has shocked market observers. As has the most recent global macro data. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
Sign up below:
https://event.webinarjam.com/channel/rates

]]> Mon, 24 Jun 2024 19:00:00 -0400 Jeff Snider Jeff Snider 1133 Copper and aluminum were soaring and so were reflation expectations for the global economy. If the world wasn't too careful, those might even lead to resurgent inflation. What's happening in those and other commodities has shocked market observers. As has the most recent global macro data. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oh Sh*t, AAA Debt Is Starting to Fail Again... 810 810 Oh Sh*t, AAA Debt Is Starting to Fail Again... full bf6187e2-2ad8-428d-a248-a7673d2c07a4 https://share.transistor.fm/s/2a8c47af Another CRE securitized structure is reportedly causing losses for its top tier, this one in another country and from a different corner of the real estate market. This matches recent reports that big banks are quietly beginning to sell their seniors in the space. Moreover, US homebuilder activity has plunged to new lows as the crosscurrents in the economy and financing are getting more unfavorable. 

Eurodollar University's Money & Macro Analysis

Bloomberg Pimco Warns of More Regional Bank Failures on Property Pain
https://www.bloomberg.com/news/articles/2024-06-11/pimco-warns-of-more-regional-bank-failures-on-commercial-property-pain

Bloomberg CMBS Buyers Face First Europe AAA Loss Since Credit Crunch
https://www.bloomberg.com/news/articles/2024-06-19/cmbs-buyers-set-for-first-europe-aaa-loss-since-credit-crunch

Bloomberg Losses Pile Up in Top-Rated Bonds Backed by Commercial Real Estate Debt
https://www.bloomberg.com/news/articles/2024-05-23/cmbs-buyers-suffer-first-loss-on-aaa-debt-since-financial-crisis

CREDiQ CRE CLO Distress Rate Widens to 9.74%
https://cred-iq.com/blog/2024/06/14/cre-clo-distress-rate-widens-to-9-74/

CREDiQ Loan Modifications Swell 195% in 12 Months
https://cred-iq.com/blog/2024/06/21/loan-modifications-swell-195-in-12-months-cred-iq/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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https://event.webinarjam.com/channel/rates

]]> Another CRE securitized structure is reportedly causing losses for its top tier, this one in another country and from a different corner of the real estate market. This matches recent reports that big banks are quietly beginning to sell their seniors in the space. Moreover, US homebuilder activity has plunged to new lows as the crosscurrents in the economy and financing are getting more unfavorable. 

Eurodollar University's Money & Macro Analysis

Bloomberg Pimco Warns of More Regional Bank Failures on Property Pain
https://www.bloomberg.com/news/articles/2024-06-11/pimco-warns-of-more-regional-bank-failures-on-commercial-property-pain

Bloomberg CMBS Buyers Face First Europe AAA Loss Since Credit Crunch
https://www.bloomberg.com/news/articles/2024-06-19/cmbs-buyers-set-for-first-europe-aaa-loss-since-credit-crunch

Bloomberg Losses Pile Up in Top-Rated Bonds Backed by Commercial Real Estate Debt
https://www.bloomberg.com/news/articles/2024-05-23/cmbs-buyers-suffer-first-loss-on-aaa-debt-since-financial-crisis

CREDiQ CRE CLO Distress Rate Widens to 9.74%
https://cred-iq.com/blog/2024/06/14/cre-clo-distress-rate-widens-to-9-74/

CREDiQ Loan Modifications Swell 195% in 12 Months
https://cred-iq.com/blog/2024/06/21/loan-modifications-swell-195-in-12-months-cred-iq/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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https://event.webinarjam.com/channel/rates

]]> Sun, 23 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1187 Another CRE securitized structure is reportedly causing losses for its top tier, this one in another country and from a different corner of the real estate market. This matches recent reports that big banks are quietly beginning to sell their seniors in the space. Moreover, US homebuilder activity has plunged to new lows as the crosscurrents in the economy and financing are getting more unfavorable. 

Eurodollar University's Money & Macro Analysis

Bloomberg Pimco Warns of More Regional Bank Failures on Property Pain
https://www.bloomberg.com/news/articles/2024-06-11/pimco-warns-of-more-regional-bank-failures-on-commercial-property-pain

Bloomberg CMBS Buyers Face First Europe AAA Loss Since Credit Crunch
https://www.bloomberg.com/news/articles/2024-06-19/cmbs-buyers-set-for-first-europe-aaa-loss-since-credit-crunch

Bloomberg Losses Pile Up in Top-Rated Bonds Backed by Commercial Real Estate Debt
https://www.bloomberg.com/news/articles/2024-05-23/cmbs-buyers-suffer-first-loss-on-aaa-debt-since-financial-crisis

CREDiQ CRE CLO Distress Rate Widens to 9.74%
https://cred-iq.com/blog/2024/06/14/cre-clo-distress-rate-widens-to-9-74/

CREDiQ Loan Modifications Swell 195% in 12 Months
https://cred-iq.com/blog/2024/06/21/loan-modifications-swell-195-in-12-months-cred-iq/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won’t Believe What the Swiss Central Bank Just Did 809 809 You Won’t Believe What the Swiss Central Bank Just Did full 960a0ff5-32c2-4778-8e73-f4827debad88 https://share.transistor.fm/s/f8896fb5 The Swiss National Bank surprised Economists by cutting rates for the second time in a row. Citing a number of potential worries starting with more recession, the rate cuts are aligned with growing dollar troubles roiling the rest of the world. Major currencies are sinking fast, hitting new lows and pointing toward the same reasoning just acted on in Switzerland. 

Eurodollar University's Money & Macro Analysis

Bloomberg SNB Silence Sets Up Another Rate-Cut Cliffhanger
https://www.bloomberg.com/news/articles/2024-06-19/swiss-national-bank-interest-rate-cuts-central-bank-silence-sets-up-cliffhanger

Switzerland Economic forecast largely unchanged: Swiss growth in 2024 to be below average
https://www.admin.ch/gov/en/start/documentation/media-releases.msg-id-101432.html

SNB Monetary Policy Assessment June 20, 2024
https://www.snb.ch/en/publications/communication/press-releases-restricted/pre_20240620

CNBC Switzerland makes second interest rate cut as major economies diverge on monetary policy easing
https://www.cnbc.com/2024/06/20/switzerland-trims-key-interest-rate-to-1point25percent-in-second-cut-of-the-year.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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]]> The Swiss National Bank surprised Economists by cutting rates for the second time in a row. Citing a number of potential worries starting with more recession, the rate cuts are aligned with growing dollar troubles roiling the rest of the world. Major currencies are sinking fast, hitting new lows and pointing toward the same reasoning just acted on in Switzerland. 

Eurodollar University's Money & Macro Analysis

Bloomberg SNB Silence Sets Up Another Rate-Cut Cliffhanger
https://www.bloomberg.com/news/articles/2024-06-19/swiss-national-bank-interest-rate-cuts-central-bank-silence-sets-up-cliffhanger

Switzerland Economic forecast largely unchanged: Swiss growth in 2024 to be below average
https://www.admin.ch/gov/en/start/documentation/media-releases.msg-id-101432.html

SNB Monetary Policy Assessment June 20, 2024
https://www.snb.ch/en/publications/communication/press-releases-restricted/pre_20240620

CNBC Switzerland makes second interest rate cut as major economies diverge on monetary policy easing
https://www.cnbc.com/2024/06/20/switzerland-trims-key-interest-rate-to-1point25percent-in-second-cut-of-the-year.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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]]> Fri, 21 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1100 The Swiss National Bank surprised Economists by cutting rates for the second time in a row. Citing a number of potential worries starting with more recession, the rate cuts are aligned with growing dollar troubles roiling the rest of the world. Major currencies are sinking fast, hitting new lows and pointing toward the same reasoning just acted on in Switzerland. 

Eurodollar University's Money & Macro Analysis

Bloomberg SNB Silence Sets Up Another Rate-Cut Cliffhanger
https://www.bloomberg.com/news/articles/2024-06-19/swiss-national-bank-interest-rate-cuts-central-bank-silence-sets-up-cliffhanger

Switzerland Economic forecast largely unchanged: Swiss growth in 2024 to be below average
https://www.admin.ch/gov/en/start/documentation/media-releases.msg-id-101432.html

SNB Monetary Policy Assessment June 20, 2024
https://www.snb.ch/en/publications/communication/press-releases-restricted/pre_20240620

CNBC Switzerland makes second interest rate cut as major economies diverge on monetary policy easing
https://www.cnbc.com/2024/06/20/switzerland-trims-key-interest-rate-to-1point25percent-in-second-cut-of-the-year.html

https://www.eurodollar.university
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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No MAJOR Bank Makes Announcement to Sell Billions in Treasuries 808 808 MAJOR Bank Makes Announcement to Sell Billions in Treasuries full 4ac0f58e-b563-4cb6-b1e1-7544742241d0 https://share.transistor.fm/s/eaa39f59 A Japanese bank giant announced it was going to begin selling tens of BILLIONS in USTs and other European government bonds knowing full well the institution is going to take huge losses on the sales. Is this the start of another bank run? Will this kill the Treasury market? 

Eurodollar University's Money & Macro Analysis

About Norinchukin Bank
https://www.nochubank.or.jp/en/about/

Norinchukin Financial Summary Fiscal Year 2023
https://www.nochubank.or.jp/en/ir/results/pdf/cap_results2023_04_02.pdf

Bloomberg Echoes of 2009 Crisis Thrust Japanese Bank Norinchukin Back Into Spotlight
https://www.bloomberg.com/news/articles/2024-05-21/japan-s-bank-for-farmers-and-fishermen-returns-to-spotlight-for-overseas-losses

Bloomberg Norinchukin Bank to Sell $63 Billion of Sovereign Bonds
https://www.bloomberg.com/news/articles/2024-06-18/norinchukin-bank-to-sell-63-billion-of-bonds-to-stem-losses

Bloomberg A $1.3 Trillion Fund Pool for Junk-Rated US Firms Has Unlikely Lifeline: Japan's Banks
https://www.bloomberg.com/news/articles/2023-04-20/the-1-3-trillion-clo-market-grows-more-dependent-on-japan-banks

FRBNY Standing Repo Facility Approved Counterparties
https://www.newyorkfed.org/markets/srflist-231201

CBO Budget Update June 2024
https://www.cbo.gov/system/files/2024-06/60039-Outlook-2024.pdf

https://www.eurodollar.university
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]]> A Japanese bank giant announced it was going to begin selling tens of BILLIONS in USTs and other European government bonds knowing full well the institution is going to take huge losses on the sales. Is this the start of another bank run? Will this kill the Treasury market? 

Eurodollar University's Money & Macro Analysis

About Norinchukin Bank
https://www.nochubank.or.jp/en/about/

Norinchukin Financial Summary Fiscal Year 2023
https://www.nochubank.or.jp/en/ir/results/pdf/cap_results2023_04_02.pdf

Bloomberg Echoes of 2009 Crisis Thrust Japanese Bank Norinchukin Back Into Spotlight
https://www.bloomberg.com/news/articles/2024-05-21/japan-s-bank-for-farmers-and-fishermen-returns-to-spotlight-for-overseas-losses

Bloomberg Norinchukin Bank to Sell $63 Billion of Sovereign Bonds
https://www.bloomberg.com/news/articles/2024-06-18/norinchukin-bank-to-sell-63-billion-of-bonds-to-stem-losses

Bloomberg A $1.3 Trillion Fund Pool for Junk-Rated US Firms Has Unlikely Lifeline: Japan's Banks
https://www.bloomberg.com/news/articles/2023-04-20/the-1-3-trillion-clo-market-grows-more-dependent-on-japan-banks

FRBNY Standing Repo Facility Approved Counterparties
https://www.newyorkfed.org/markets/srflist-231201

CBO Budget Update June 2024
https://www.cbo.gov/system/files/2024-06/60039-Outlook-2024.pdf

https://www.eurodollar.university
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]]> Thu, 20 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1209 A Japanese bank giant announced it was going to begin selling tens of BILLIONS in USTs and other European government bonds knowing full well the institution is going to take huge losses on the sales. Is this the start of another bank run? Will this kill the Treasury market? 

Eurodollar University's Money & Macro Analysis

About Norinchukin Bank
https://www.nochubank.or.jp/en/about/

Norinchukin Financial Summary Fiscal Year 2023
https://www.nochubank.or.jp/en/ir/results/pdf/cap_results2023_04_02.pdf

Bloomberg Echoes of 2009 Crisis Thrust Japanese Bank Norinchukin Back Into Spotlight
https://www.bloomberg.com/news/articles/2024-05-21/japan-s-bank-for-farmers-and-fishermen-returns-to-spotlight-for-overseas-losses

Bloomberg Norinchukin Bank to Sell $63 Billion of Sovereign Bonds
https://www.bloomberg.com/news/articles/2024-06-18/norinchukin-bank-to-sell-63-billion-of-bonds-to-stem-losses

Bloomberg A $1.3 Trillion Fund Pool for Junk-Rated US Firms Has Unlikely Lifeline: Japan's Banks
https://www.bloomberg.com/news/articles/2023-04-20/the-1-3-trillion-clo-market-grows-more-dependent-on-japan-banks

FRBNY Standing Repo Facility Approved Counterparties
https://www.newyorkfed.org/markets/srflist-231201

CBO Budget Update June 2024
https://www.cbo.gov/system/files/2024-06/60039-Outlook-2024.pdf

https://www.eurodollar.university
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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No New Data is Screaming a Full Blown Recession is Confirmed 807 807 New Data is Screaming a Full Blown Recession is Confirmed full ce2c643c-b6cf-4e75-8891-fce01dc79bfe https://share.transistor.fm/s/d82303e5 The data continues to pour in showing US consumers have indeed hit the wall. Spending is down according to a variety of sources, including the latest update on retail sales for May. There is also a growing body of evidence indicating there is more weakness to come starting with summer vacations. All this indicates the chances of full-blown recession are rising sharply. 

Eurodollar University's Money & Macro Analysis

CNN  Evidence is mounting that the American shopper is cutting back
https://edition.cnn.com/2024/06/18/economy/us-retail-sales-may/index.html

McKinsey & Company An update on US consumer sentiment: Are consumers on the cusp of a shift?
https://www.mckinsey.com/industries/consumer-packaged-goods/our-insights/the-state-of-the-us-consumer

Deloitte Summer Travel Survey 2024
https://www2.deloitte.com/content/dam/insights/articles/us187281_cic_summer-travel/DI_2024-summer-travel.pdf

Federal Reserve Beige Book May 29, 2024
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20240529.pdf

https://www.eurodollar.university
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]]> The data continues to pour in showing US consumers have indeed hit the wall. Spending is down according to a variety of sources, including the latest update on retail sales for May. There is also a growing body of evidence indicating there is more weakness to come starting with summer vacations. All this indicates the chances of full-blown recession are rising sharply. 

Eurodollar University's Money & Macro Analysis

CNN  Evidence is mounting that the American shopper is cutting back
https://edition.cnn.com/2024/06/18/economy/us-retail-sales-may/index.html

McKinsey & Company An update on US consumer sentiment: Are consumers on the cusp of a shift?
https://www.mckinsey.com/industries/consumer-packaged-goods/our-insights/the-state-of-the-us-consumer

Deloitte Summer Travel Survey 2024
https://www2.deloitte.com/content/dam/insights/articles/us187281_cic_summer-travel/DI_2024-summer-travel.pdf

Federal Reserve Beige Book May 29, 2024
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20240529.pdf

https://www.eurodollar.university
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]]> Wed, 19 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 957 The data continues to pour in showing US consumers have indeed hit the wall. Spending is down according to a variety of sources, including the latest update on retail sales for May. There is also a growing body of evidence indicating there is more weakness to come starting with summer vacations. All this indicates the chances of full-blown recession are rising sharply. 

Eurodollar University's Money & Macro Analysis

CNN  Evidence is mounting that the American shopper is cutting back
https://edition.cnn.com/2024/06/18/economy/us-retail-sales-may/index.html

McKinsey & Company An update on US consumer sentiment: Are consumers on the cusp of a shift?
https://www.mckinsey.com/industries/consumer-packaged-goods/our-insights/the-state-of-the-us-consumer

Deloitte Summer Travel Survey 2024
https://www2.deloitte.com/content/dam/insights/articles/us187281_cic_summer-travel/DI_2024-summer-travel.pdf

Federal Reserve Beige Book May 29, 2024
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20240529.pdf

https://www.eurodollar.university
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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Americans Confidence in the Economy is Declining RAPIDLY 805 805 Americans Confidence in the Economy is Declining RAPIDLY full e37fbf38-a3d6-4bf3-ac24-0145721d9f60 https://share.transistor.fm/s/947455d1 Consumer confidence has dropped sharply over the past few months as Americans are now more concerned about jobs and incomes than prices. The shift has been so pronounced that even members of the mainstream media are questioning FOMC officials. Hardly strong and resilient, there's rising unemployment and declining confidence mixed with a bevy corporate warnings.

Eurodollar University's conversation w/Steve Van Metre

FRB Chair Jay Powell Press Conference June 12, 2024
https://www.youtube.com/watch?v=YqaxWf7gsQA
Transcript:
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20240612.pdf

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]]> Consumer confidence has dropped sharply over the past few months as Americans are now more concerned about jobs and incomes than prices. The shift has been so pronounced that even members of the mainstream media are questioning FOMC officials. Hardly strong and resilient, there's rising unemployment and declining confidence mixed with a bevy corporate warnings.

Eurodollar University's conversation w/Steve Van Metre

FRB Chair Jay Powell Press Conference June 12, 2024
https://www.youtube.com/watch?v=YqaxWf7gsQA
Transcript:
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20240612.pdf

https://www.eurodollar.university
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]]> Mon, 17 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1173 Consumer confidence has dropped sharply over the past few months as Americans are now more concerned about jobs and incomes than prices. The shift has been so pronounced that even members of the mainstream media are questioning FOMC officials. Hardly strong and resilient, there's rising unemployment and declining confidence mixed with a bevy corporate warnings.

Eurodollar University's conversation w/Steve Van Metre

FRB Chair Jay Powell Press Conference June 12, 2024
https://www.youtube.com/watch?v=YqaxWf7gsQA
Transcript:
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20240612.pdf

https://www.eurodollar.university
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Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China's Housing Market is Starting to Crack Rapidly (What You Need To Know) 806 806 China's Housing Market is Starting to Crack Rapidly (What You Need To Know) full 4f04718d-fdf2-4a49-955e-e2ce478d1b70 https://share.transistor.fm/s/ffaef0b4 Housing prices in China plunged in May, accelerating sharply after April's big drop indicating the situation in the real estate market is getting closer to becoming disorderly. There will be fallout across the world should that happen, as there already is across China's economy as the latest data also showed. 

Eurodollar University's Money & Macro Analysis

Bloomberg China Real Estate, Production Slide Highlights More Stimulus Needed
https://www.bloomberg.com/news/newsletters/2024-06-17/world-economy-latest-china-property-sector-plunge-needs-more-support

China's NBS Situation in Real Estate
https://www.stats.gov.cn/sj/zxfb/202406/t20240617_1954711.html

Bloomberg China Steps Up Warning on Relentless Bond-Buying Frenzy
https://www.bloomberg.com/news/articles/2024-06-17/china-steps-up-warnings-on-relentless-bond-buying-frenzy

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]]> Housing prices in China plunged in May, accelerating sharply after April's big drop indicating the situation in the real estate market is getting closer to becoming disorderly. There will be fallout across the world should that happen, as there already is across China's economy as the latest data also showed. 

Eurodollar University's Money & Macro Analysis

Bloomberg China Real Estate, Production Slide Highlights More Stimulus Needed
https://www.bloomberg.com/news/newsletters/2024-06-17/world-economy-latest-china-property-sector-plunge-needs-more-support

China's NBS Situation in Real Estate
https://www.stats.gov.cn/sj/zxfb/202406/t20240617_1954711.html

Bloomberg China Steps Up Warning on Relentless Bond-Buying Frenzy
https://www.bloomberg.com/news/articles/2024-06-17/china-steps-up-warnings-on-relentless-bond-buying-frenzy

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Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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]]> Mon, 17 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1146 Housing prices in China plunged in May, accelerating sharply after April's big drop indicating the situation in the real estate market is getting closer to becoming disorderly. There will be fallout across the world should that happen, as there already is across China's economy as the latest data also showed. 

Eurodollar University's Money & Macro Analysis

Bloomberg China Real Estate, Production Slide Highlights More Stimulus Needed
https://www.bloomberg.com/news/newsletters/2024-06-17/world-economy-latest-china-property-sector-plunge-needs-more-support

China's NBS Situation in Real Estate
https://www.stats.gov.cn/sj/zxfb/202406/t20240617_1954711.html

Bloomberg China Steps Up Warning on Relentless Bond-Buying Frenzy
https://www.bloomberg.com/news/articles/2024-06-17/china-steps-up-warnings-on-relentless-bond-buying-frenzy

https://www.eurodollar.university
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Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This is the WORST Case Scenario for the Global Economy (dollar up, rates down) 804 804 This is the WORST Case Scenario for the Global Economy (dollar up, rates down) full f5ce3184-f623-414c-b662-81f85ade3663 https://share.transistor.fm/s/5dd83c8d Conventional 'wisdom' says that when US$ interest rates go down the dollar goes down with them. Yet, it hasn't been uncommon to find Treasury yields falling as the dollar's exchange value jumps. When that has happened, nothing good comes from it. We're starting to see what looks to be that scenario setting up right now. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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]]> Conventional 'wisdom' says that when US$ interest rates go down the dollar goes down with them. Yet, it hasn't been uncommon to find Treasury yields falling as the dollar's exchange value jumps. When that has happened, nothing good comes from it. We're starting to see what looks to be that scenario setting up right now. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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]]> Sun, 16 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1119 Conventional 'wisdom' says that when US$ interest rates go down the dollar goes down with them. Yet, it hasn't been uncommon to find Treasury yields falling as the dollar's exchange value jumps. When that has happened, nothing good comes from it. We're starting to see what looks to be that scenario setting up right now. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Jobs Market is on the Brink 803 803 The Jobs Market is on the Brink full 016a5e67-4a49-4a71-96f8-d8ee718eadee https://share.transistor.fm/s/b39b6db7 Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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I said the payroll number is wrong and Jay Powell of all people agrees. But if the real question is how wrong, that's where the debate is even though it should already be settled. There is plenty of evidence the US is tilting in the direction of the HH Survey and unemployment rate. And that includes the rates market which ignored the FOMC's hawkish dots. 

Eurodollar University's Money & Macro Analysis

Jay Powell's Press Conference
https://www.youtube.com/watch?v=q3ZE5tF_IMU

CNBC Quotes from Jay Powell Press Conference
https://www.cnbc.com/2024/06/12/fed-meeting-today-live-updates-on-june-fed-rate-decision.html

Politico Biden’s economy: Good metrics, bad vibes, few levers
https://www.politico.com/news/2024/06/07/biden-has-an-economic-story-to-tell-and-yet-00162338

Guardian Majority of Americans wrongly believe US is in recession – and most blame Biden
https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden

BLS Business Employment Dynamics Summary
https://www.bls.gov/news.release/cewbd.nr0.htm

Table 4'
https://www.bls.gov/news.release/cewbd.t04.htm

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]]> Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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I said the payroll number is wrong and Jay Powell of all people agrees. But if the real question is how wrong, that's where the debate is even though it should already be settled. There is plenty of evidence the US is tilting in the direction of the HH Survey and unemployment rate. And that includes the rates market which ignored the FOMC's hawkish dots. 

Eurodollar University's Money & Macro Analysis

Jay Powell's Press Conference
https://www.youtube.com/watch?v=q3ZE5tF_IMU

CNBC Quotes from Jay Powell Press Conference
https://www.cnbc.com/2024/06/12/fed-meeting-today-live-updates-on-june-fed-rate-decision.html

Politico Biden’s economy: Good metrics, bad vibes, few levers
https://www.politico.com/news/2024/06/07/biden-has-an-economic-story-to-tell-and-yet-00162338

Guardian Majority of Americans wrongly believe US is in recession – and most blame Biden
https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden

BLS Business Employment Dynamics Summary
https://www.bls.gov/news.release/cewbd.nr0.htm

Table 4'
https://www.bls.gov/news.release/cewbd.t04.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 14 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1169 Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
Sign up below:
https://event.webinarjam.com/channel/rates

I said the payroll number is wrong and Jay Powell of all people agrees. But if the real question is how wrong, that's where the debate is even though it should already be settled. There is plenty of evidence the US is tilting in the direction of the HH Survey and unemployment rate. And that includes the rates market which ignored the FOMC's hawkish dots. 

Eurodollar University's Money & Macro Analysis

Jay Powell's Press Conference
https://www.youtube.com/watch?v=q3ZE5tF_IMU

CNBC Quotes from Jay Powell Press Conference
https://www.cnbc.com/2024/06/12/fed-meeting-today-live-updates-on-june-fed-rate-decision.html

Politico Biden’s economy: Good metrics, bad vibes, few levers
https://www.politico.com/news/2024/06/07/biden-has-an-economic-story-to-tell-and-yet-00162338

Guardian Majority of Americans wrongly believe US is in recession – and most blame Biden
https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden

BLS Business Employment Dynamics Summary
https://www.bls.gov/news.release/cewbd.nr0.htm

Table 4'
https://www.bls.gov/news.release/cewbd.t04.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Walgreens Sends Stark Warning About Consumer Behavior (Confirming CPI) 802 802 Walgreens Sends Stark Warning About Consumer Behavior (Confirming CPI) full e4da809e-5087-48da-95ff-8340f117f636 https://share.transistor.fm/s/78af0854 Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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Walgreens is the latest Big Name to cut prices because Americans have run out of money. As the company's prices go down, those will add even more to the disinflationary environment; and that's the bad side of smaller price changes. Today's May CPI completely backs up everything we've been seeing. 

Eurodollar University's Money & Macro Analysis

Walgreens Walgreens Introduces Summer of Savings
https://www.walgreensbootsalliance.com/news-media/press-releases/2024/walgreens-introduces-summer-savings

Quartz Amazon, Walmart, and Big Retail’s race to cut prices
https://qz.com/target-walmart-amazon-walgreens-price-cuts-consumers-1851507920

Bloomberg  Big Oil’s Blockbuster $114 Billion Investor Payout Is Most Ever
https://www.bloomberg.com/news/articles/2024-02-07/big-oil-pays-out-record-114-billion-in-share-buybacks-and-dividends

https://www.eurodollar.university
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]]> Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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Walgreens is the latest Big Name to cut prices because Americans have run out of money. As the company's prices go down, those will add even more to the disinflationary environment; and that's the bad side of smaller price changes. Today's May CPI completely backs up everything we've been seeing. 

Eurodollar University's Money & Macro Analysis

Walgreens Walgreens Introduces Summer of Savings
https://www.walgreensbootsalliance.com/news-media/press-releases/2024/walgreens-introduces-summer-savings

Quartz Amazon, Walmart, and Big Retail’s race to cut prices
https://qz.com/target-walmart-amazon-walgreens-price-cuts-consumers-1851507920

Bloomberg  Big Oil’s Blockbuster $114 Billion Investor Payout Is Most Ever
https://www.bloomberg.com/news/articles/2024-02-07/big-oil-pays-out-record-114-billion-in-share-buybacks-and-dividends

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 13 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1091 Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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Walgreens is the latest Big Name to cut prices because Americans have run out of money. As the company's prices go down, those will add even more to the disinflationary environment; and that's the bad side of smaller price changes. Today's May CPI completely backs up everything we've been seeing. 

Eurodollar University's Money & Macro Analysis

Walgreens Walgreens Introduces Summer of Savings
https://www.walgreensbootsalliance.com/news-media/press-releases/2024/walgreens-introduces-summer-savings

Quartz Amazon, Walmart, and Big Retail’s race to cut prices
https://qz.com/target-walmart-amazon-walgreens-price-cuts-consumers-1851507920

Bloomberg  Big Oil’s Blockbuster $114 Billion Investor Payout Is Most Ever
https://www.bloomberg.com/news/articles/2024-02-07/big-oil-pays-out-record-114-billion-in-share-buybacks-and-dividends

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Did Europe Just Cut Rates to Rig the Election (is the fed next?!) 801 801 Did Europe Just Cut Rates to Rig the Election (is the fed next?!) full c9344bac-586e-4831-874d-60bb95fc4ad1 https://share.transistor.fm/s/739a2d3e Last week's ECB rate cut was...odd. Sure, officials had said for months they were going to do it. Yet, the conditions that would have to be met were not. Policymakers went ahead anyway and this past weekend's developments are a big Big Picture reason why. 

Eurodollar University's Money & Macro Analysis

Bloomberg Italy’s Tajani Calls for Quick Second ECB Cut After June Move
https://www.bloomberg.com/news/articles/2024-06-05/italy-s-tajani-calls-for-quick-second-ecb-cut-after-june-move

The Times Back me for low interest rates, Rishi Sunak tells voters
https://www.thetimes.com/uk/politics/article/rishi-sunak-tories-interest-rates-general-election-962mpcmjx

AP UK inflation lowest in 3 years. Prime Minister Sunak makes it a focus in election call for July 4
https://apnews.com/article/britain-economy-inflation-interest-rates-090db19af939b9c532da1fb15ab40a0a

LeMonde Moody's warns that France's snap election could lower credit rating
https://www.lemonde.fr/en/france/article/2024/06/11/moody-s-warns-that-french-snap-election-could-lower-credit-rating_6674498_7.html#

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Last week's ECB rate cut was...odd. Sure, officials had said for months they were going to do it. Yet, the conditions that would have to be met were not. Policymakers went ahead anyway and this past weekend's developments are a big Big Picture reason why. 

Eurodollar University's Money & Macro Analysis

Bloomberg Italy’s Tajani Calls for Quick Second ECB Cut After June Move
https://www.bloomberg.com/news/articles/2024-06-05/italy-s-tajani-calls-for-quick-second-ecb-cut-after-june-move

The Times Back me for low interest rates, Rishi Sunak tells voters
https://www.thetimes.com/uk/politics/article/rishi-sunak-tories-interest-rates-general-election-962mpcmjx

AP UK inflation lowest in 3 years. Prime Minister Sunak makes it a focus in election call for July 4
https://apnews.com/article/britain-economy-inflation-interest-rates-090db19af939b9c532da1fb15ab40a0a

LeMonde Moody's warns that France's snap election could lower credit rating
https://www.lemonde.fr/en/france/article/2024/06/11/moody-s-warns-that-french-snap-election-could-lower-credit-rating_6674498_7.html#

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 12 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1118 Last week's ECB rate cut was...odd. Sure, officials had said for months they were going to do it. Yet, the conditions that would have to be met were not. Policymakers went ahead anyway and this past weekend's developments are a big Big Picture reason why. 

Eurodollar University's Money & Macro Analysis

Bloomberg Italy’s Tajani Calls for Quick Second ECB Cut After June Move
https://www.bloomberg.com/news/articles/2024-06-05/italy-s-tajani-calls-for-quick-second-ecb-cut-after-june-move

The Times Back me for low interest rates, Rishi Sunak tells voters
https://www.thetimes.com/uk/politics/article/rishi-sunak-tories-interest-rates-general-election-962mpcmjx

AP UK inflation lowest in 3 years. Prime Minister Sunak makes it a focus in election call for July 4
https://apnews.com/article/britain-economy-inflation-interest-rates-090db19af939b9c532da1fb15ab40a0a

LeMonde Moody's warns that France's snap election could lower credit rating
https://www.lemonde.fr/en/france/article/2024/06/11/moody-s-warns-that-french-snap-election-could-lower-credit-rating_6674498_7.html#

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Only Happens When We Are Currently in a Recession 800 800 This Only Happens When We Are Currently in a Recession full 7b6a2d0e-f90c-4e78-8c8d-872c49c9d588 https://share.transistor.fm/s/e0dac295 Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
Sign up below:
https://event.webinarjam.com/channel/rates

Consumer credit has historically been a solid recession signal, particularly how consumers alter their usage of credit cards. Some of that by choice, for many it is the bank's. Either way, when this happens it is more compelling evidence backing the rise in the unemployment rate.

Eurodollar University's Money & Macro Analysis

September 2008 FOMC Transcript
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080916meeting.pdf

March 2001 FOMC Transcript
https://www.federalreserve.gov/monetarypolicy/files/FOMC20010320meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
Sign up below:
https://event.webinarjam.com/channel/rates

Consumer credit has historically been a solid recession signal, particularly how consumers alter their usage of credit cards. Some of that by choice, for many it is the bank's. Either way, when this happens it is more compelling evidence backing the rise in the unemployment rate.

Eurodollar University's Money & Macro Analysis

September 2008 FOMC Transcript
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080916meeting.pdf

March 2001 FOMC Transcript
https://www.federalreserve.gov/monetarypolicy/files/FOMC20010320meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 11 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1163 Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
Sign up below:
https://event.webinarjam.com/channel/rates

Consumer credit has historically been a solid recession signal, particularly how consumers alter their usage of credit cards. Some of that by choice, for many it is the bank's. Either way, when this happens it is more compelling evidence backing the rise in the unemployment rate.

Eurodollar University's Money & Macro Analysis

September 2008 FOMC Transcript
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080916meeting.pdf

March 2001 FOMC Transcript
https://www.federalreserve.gov/monetarypolicy/files/FOMC20010320meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The New American Dream... 799 799 The New American Dream... full f14a80f8-f3f6-45f3-8266-c5af40f4d0bf https://share.transistor.fm/s/b1e1563b Roaring Kitty is not the problem, nor is Gamestop the company and its stock. All are symptoms of a degraded model that increasingly rewards all the wrong behaviors. Stocks have become lottery tickets, the pie-in-the-sky way out for way too many Americans otherwise trapped in a real economy that continues to leave them behind - as the latest employment report proves. 

Eurodollar University's conversation w/Steve Van Metre

Roaring Kitty Livestream 6/7/2024
https://www.youtube.com/watch?v=U1prSyyIco0&t=658s

The Hill GameStop shares plunge, halted during Roaring Kitty livestream
https://thehill.com/business/4710147-gamestop-shares-trading-roaring-kitty-livestream-meme-stock/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Roaring Kitty is not the problem, nor is Gamestop the company and its stock. All are symptoms of a degraded model that increasingly rewards all the wrong behaviors. Stocks have become lottery tickets, the pie-in-the-sky way out for way too many Americans otherwise trapped in a real economy that continues to leave them behind - as the latest employment report proves. 

Eurodollar University's conversation w/Steve Van Metre

Roaring Kitty Livestream 6/7/2024
https://www.youtube.com/watch?v=U1prSyyIco0&t=658s

The Hill GameStop shares plunge, halted during Roaring Kitty livestream
https://thehill.com/business/4710147-gamestop-shares-trading-roaring-kitty-livestream-meme-stock/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 10 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1149 Roaring Kitty is not the problem, nor is Gamestop the company and its stock. All are symptoms of a degraded model that increasingly rewards all the wrong behaviors. Stocks have become lottery tickets, the pie-in-the-sky way out for way too many Americans otherwise trapped in a real economy that continues to leave them behind - as the latest employment report proves. 

Eurodollar University's conversation w/Steve Van Metre

Roaring Kitty Livestream 6/7/2024
https://www.youtube.com/watch?v=U1prSyyIco0&t=658s

The Hill GameStop shares plunge, halted during Roaring Kitty livestream
https://thehill.com/business/4710147-gamestop-shares-trading-roaring-kitty-livestream-meme-stock/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Has NEVER Happened Before 798 798 This Has NEVER Happened Before full d500d436-6707-4e58-b9f4-ab33a2a98274 https://share.transistor.fm/s/0da2e24b This has never happened before. Sure, the payroll data and CPS series have diverged before but this is something entirely new. The fact that it runs contrary to decades of history makes our determination rather easy and simple: the labor market noose is tightening. 

Eurodollar University's Money & Macro Analysis

Bloomberg Big US Job Gains Is Out of Sync With Recent Weaker Economic Data
https://www.bloomberg.com/news/live-blog/2024-06-07/us-employment-report-for-may

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> This has never happened before. Sure, the payroll data and CPS series have diverged before but this is something entirely new. The fact that it runs contrary to decades of history makes our determination rather easy and simple: the labor market noose is tightening. 

Eurodollar University's Money & Macro Analysis

Bloomberg Big US Job Gains Is Out of Sync With Recent Weaker Economic Data
https://www.bloomberg.com/news/live-blog/2024-06-07/us-employment-report-for-may

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 09 Jun 2024 12:36:35 -0400 Jeff Snider Jeff Snider 1036 This has never happened before. Sure, the payroll data and CPS series have diverged before but this is something entirely new. The fact that it runs contrary to decades of history makes our determination rather easy and simple: the labor market noose is tightening. 

Eurodollar University's Money & Macro Analysis

Bloomberg Big US Job Gains Is Out of Sync With Recent Weaker Economic Data
https://www.bloomberg.com/news/live-blog/2024-06-07/us-employment-report-for-may

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No European Central Bank Just Cut Rates! (Everything You Need To Know) 797 797 European Central Bank Just Cut Rates! (Everything You Need To Know) full 72193ef9-3123-4f87-8279-a5618f3bb4ca https://share.transistor.fm/s/20cde707 After two years unequivocally stating "inflation" was the world's biggest threat and crisis, and that nothing short of full victory would suffice, now all of a sudden Europe (and Canada) is changing it up, cutting rates even as price estimates remain well short of their standard while also appearing to be stuck that way. What is really going on here?

Eurodollar University's Money & Macro Analysis

ECB Christine Lagarde, President of the ECB, Luis de Guindos, Vice-President of the ECB
https://www.ecb.europa.eu/press/press_conference/monetary-policy-statement/2024/html/ecb.is240606~d32cd6cc8a.en.html

Bank of Canada Rate Cut Announcement
https://www.bankofcanada.ca/multimedia/press-conference-policy-rate-announcement-june-2024/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> After two years unequivocally stating "inflation" was the world's biggest threat and crisis, and that nothing short of full victory would suffice, now all of a sudden Europe (and Canada) is changing it up, cutting rates even as price estimates remain well short of their standard while also appearing to be stuck that way. What is really going on here?

Eurodollar University's Money & Macro Analysis

ECB Christine Lagarde, President of the ECB, Luis de Guindos, Vice-President of the ECB
https://www.ecb.europa.eu/press/press_conference/monetary-policy-statement/2024/html/ecb.is240606~d32cd6cc8a.en.html

Bank of Canada Rate Cut Announcement
https://www.bankofcanada.ca/multimedia/press-conference-policy-rate-announcement-june-2024/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 07 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1173 After two years unequivocally stating "inflation" was the world's biggest threat and crisis, and that nothing short of full victory would suffice, now all of a sudden Europe (and Canada) is changing it up, cutting rates even as price estimates remain well short of their standard while also appearing to be stuck that way. What is really going on here?

Eurodollar University's Money & Macro Analysis

ECB Christine Lagarde, President of the ECB, Luis de Guindos, Vice-President of the ECB
https://www.ecb.europa.eu/press/press_conference/monetary-policy-statement/2024/html/ecb.is240606~d32cd6cc8a.en.html

Bank of Canada Rate Cut Announcement
https://www.bankofcanada.ca/multimedia/press-conference-policy-rate-announcement-june-2024/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Labor Market is Starting to Crack 796 796 The Labor Market is Starting to Crack full 155eaf40-1c9d-4ecc-ae66-092ea8d77a70 https://share.transistor.fm/s/6175c0dd More labor market cracks are showing and expanding. Even some of the data which has been resilient may have to be substantially changed given new information that just came to light. Labor weakness continues to clear out the FOMC setting the Treasury market up the next rally - though it isn't quite there yet. 

Eurodollar University's Money & Macro Analysis

ADP National Employment
https://adpemploymentreport.com/

ADP Pay Insights
https://payinsights.adp.com/?_ga=2.165121663.1500609015.1717601960-340309474.1717601960

BLS QCEW Overview
https://www.bls.gov/cew/overview.htm

BLS QCEW 
https://www.bls.gov/news.release/cewqtr.nr0.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> More labor market cracks are showing and expanding. Even some of the data which has been resilient may have to be substantially changed given new information that just came to light. Labor weakness continues to clear out the FOMC setting the Treasury market up the next rally - though it isn't quite there yet. 

Eurodollar University's Money & Macro Analysis

ADP National Employment
https://adpemploymentreport.com/

ADP Pay Insights
https://payinsights.adp.com/?_ga=2.165121663.1500609015.1717601960-340309474.1717601960

BLS QCEW Overview
https://www.bls.gov/cew/overview.htm

BLS QCEW 
https://www.bls.gov/news.release/cewqtr.nr0.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 06 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1203 More labor market cracks are showing and expanding. Even some of the data which has been resilient may have to be substantially changed given new information that just came to light. Labor weakness continues to clear out the FOMC setting the Treasury market up the next rally - though it isn't quite there yet. 

Eurodollar University's Money & Macro Analysis

ADP National Employment
https://adpemploymentreport.com/

ADP Pay Insights
https://payinsights.adp.com/?_ga=2.165121663.1500609015.1717601960-340309474.1717601960

BLS QCEW Overview
https://www.bls.gov/cew/overview.htm

BLS QCEW 
https://www.bls.gov/news.release/cewqtr.nr0.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This is a REALLY Bad Sign For the Economy 795 795 This is a REALLY Bad Sign For the Economy full cda4457a-e5f5-4b5d-b0cb-81b0b98d75e7 https://share.transistor.fm/s/9dea3b0d As more weak data pours in on the US economy, the more clarity it offers on the future path of ST interest rates. As that clears up, market rates are moving lower. But why? Mainstream theory demands we consider rates as entirely supply or demand factors (like QE). Yet, the past couple years have thoroughly disproven the idea. Rates are going lower because that's where and what the fundamentals are. 

Eurodollar University's Money & Macro Analysis

Bloomberg Majority of Middle-Class Americans Say They Struggle Financially
https://www.bloomberg.com/news/articles/2024-06-04/two-thirds-of-middle-class-americans-face-hardship-in-poll?srnd=economics-v2

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> As more weak data pours in on the US economy, the more clarity it offers on the future path of ST interest rates. As that clears up, market rates are moving lower. But why? Mainstream theory demands we consider rates as entirely supply or demand factors (like QE). Yet, the past couple years have thoroughly disproven the idea. Rates are going lower because that's where and what the fundamentals are. 

Eurodollar University's Money & Macro Analysis

Bloomberg Majority of Middle-Class Americans Say They Struggle Financially
https://www.bloomberg.com/news/articles/2024-06-04/two-thirds-of-middle-class-americans-face-hardship-in-poll?srnd=economics-v2

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 05 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1120 As more weak data pours in on the US economy, the more clarity it offers on the future path of ST interest rates. As that clears up, market rates are moving lower. But why? Mainstream theory demands we consider rates as entirely supply or demand factors (like QE). Yet, the past couple years have thoroughly disproven the idea. Rates are going lower because that's where and what the fundamentals are. 

Eurodollar University's Money & Macro Analysis

Bloomberg Majority of Middle-Class Americans Say They Struggle Financially
https://www.bloomberg.com/news/articles/2024-06-04/two-thirds-of-middle-class-americans-face-hardship-in-poll?srnd=economics-v2

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This ONLY happens When Sh*t is Hitting The Fan 794 794 This ONLY happens When Sh*t is Hitting The Fan full 62c0b739-9892-4ccf-871f-5fbb5da07a2b https://share.transistor.fm/s/c289b285 A rare warning strikes the gasoline market in another confirmation of economic weakness, one primary factor which forced OPEC this past weekend to extend its production restrictions. On top of those, big changes to US income estimates further corroborating the deterioration, as did a surprise drop in one of the more critical sentiment signals.

Eurodollar University's Money & Macro Analysis

Reuters Weak US gasoline demand compounds pressure on oil ahead of OPEC+ meet
https://www.reuters.com/business/energy/weak-us-gasoline-demand-compounds-pressure-oil-ahead-opec-meet-2024-05-31/

Nikkei  OPEC+ extends deep oil production cuts into 2025
https://asia.nikkei.com/Business/Energy/OPEC-extends-deep-oil-production-cuts-into-2025

ISM Manufacturing May 2024
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/may/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> A rare warning strikes the gasoline market in another confirmation of economic weakness, one primary factor which forced OPEC this past weekend to extend its production restrictions. On top of those, big changes to US income estimates further corroborating the deterioration, as did a surprise drop in one of the more critical sentiment signals.

Eurodollar University's Money & Macro Analysis

Reuters Weak US gasoline demand compounds pressure on oil ahead of OPEC+ meet
https://www.reuters.com/business/energy/weak-us-gasoline-demand-compounds-pressure-oil-ahead-opec-meet-2024-05-31/

Nikkei  OPEC+ extends deep oil production cuts into 2025
https://asia.nikkei.com/Business/Energy/OPEC-extends-deep-oil-production-cuts-into-2025

ISM Manufacturing May 2024
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/may/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 04 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1140 A rare warning strikes the gasoline market in another confirmation of economic weakness, one primary factor which forced OPEC this past weekend to extend its production restrictions. On top of those, big changes to US income estimates further corroborating the deterioration, as did a surprise drop in one of the more critical sentiment signals.

Eurodollar University's Money & Macro Analysis

Reuters Weak US gasoline demand compounds pressure on oil ahead of OPEC+ meet
https://www.reuters.com/business/energy/weak-us-gasoline-demand-compounds-pressure-oil-ahead-opec-meet-2024-05-31/

Nikkei  OPEC+ extends deep oil production cuts into 2025
https://asia.nikkei.com/Business/Energy/OPEC-extends-deep-oil-production-cuts-into-2025

ISM Manufacturing May 2024
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/may/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No GDP Revised Sharply Lower – Here’s What That Means 793 793 GDP Revised Sharply Lower – Here’s What That Means full ef7b46fb-d000-4a12-afed-b2e03f6f1ef0 https://share.transistor.fm/s/286877f7 Weak economic results continue to roll in, matching other sources of information about the US economy. From the Federal Reserve's own account and data to more corporate reports. They all have one thing - and one word - in common. GDP revisions plus the first update on the state of GDI and its bigtime mismatch. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Weak economic results continue to roll in, matching other sources of information about the US economy. From the Federal Reserve's own account and data to more corporate reports. They all have one thing - and one word - in common. GDP revisions plus the first update on the state of GDI and its bigtime mismatch. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 03 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1135 Weak economic results continue to roll in, matching other sources of information about the US economy. From the Federal Reserve's own account and data to more corporate reports. They all have one thing - and one word - in common. GDP revisions plus the first update on the state of GDI and its bigtime mismatch. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won't Believe What China is Doing 792 792 You Won't Believe What China is Doing full 9246a97f-da01-492a-915e-ab76d927c1ed https://share.transistor.fm/s/f63faeae Tensions are rising. Aggressive actions are becoming commonplace. This isn't just sabre-rattling and posturing as war is a real possibility. It's not difficult to see why, at least what some of the motivation is. China's central bank is publicly discussing even more highly unusual steps to try to reign in the unfolding financial and economic backlash which was just confirmed by even more data. 

Eurodollar University's Money & Macro Analysis

Bloomberg US Commander Warns China Is Fast Becoming More Aggressive in Region
https://www.bloomberg.com/news/articles/2024-04-23/us-commander-warns-china-is-fast-becoming-more-aggressive-in-region

Bloomberg Xi’s Cryptic Bond Comments Hint at PBOC Becoming More Like Fed
https://www.bloomberg.com/news/articles/2024-04-01/xi-s-cryptic-bond-comments-hint-at-pboc-becoming-more-like-fed

CNBC Philippine president says killing of a Filipino in South China Sea clash would be ‘very close’ to act of war
https://www.cnbc.com/2024/05/31/ferdinand-marcos-jr-philippine-president-talks-red-lines-in-south-china-sea.html

Bloomberg Marcos Swipes at China, Vowing Not to Yield in Disputed Sea
https://www.bloomberg.com/news/articles/2024-05-31/marcos-swipes-at-beijing-in-vow-to-not-yield-in-south-china-sea

Bloomberg China Ramps Up Warning on Bond Frenzy
https://www.bloomberg.com/news/articles/2024-05-31/china-ramps-up-warning-on-bond-frenzy-with-pboc-selling-in-focus

Dow Jones Chinese State Media Hint at Possible PBOC Bond Selling
https://www.morningstar.com/news/dow-jones/202405311908/chinese-state-media-hint-at-possible-pboc-bond-selling

Nikkei Asia Foreign direct investment in China falls to 30-year low
https://asia.nikkei.com/Economy/Foreign-direct-investment-in-China-falls-to-30-year-low

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tensions are rising. Aggressive actions are becoming commonplace. This isn't just sabre-rattling and posturing as war is a real possibility. It's not difficult to see why, at least what some of the motivation is. China's central bank is publicly discussing even more highly unusual steps to try to reign in the unfolding financial and economic backlash which was just confirmed by even more data. 

Eurodollar University's Money & Macro Analysis

Bloomberg US Commander Warns China Is Fast Becoming More Aggressive in Region
https://www.bloomberg.com/news/articles/2024-04-23/us-commander-warns-china-is-fast-becoming-more-aggressive-in-region

Bloomberg Xi’s Cryptic Bond Comments Hint at PBOC Becoming More Like Fed
https://www.bloomberg.com/news/articles/2024-04-01/xi-s-cryptic-bond-comments-hint-at-pboc-becoming-more-like-fed

CNBC Philippine president says killing of a Filipino in South China Sea clash would be ‘very close’ to act of war
https://www.cnbc.com/2024/05/31/ferdinand-marcos-jr-philippine-president-talks-red-lines-in-south-china-sea.html

Bloomberg Marcos Swipes at China, Vowing Not to Yield in Disputed Sea
https://www.bloomberg.com/news/articles/2024-05-31/marcos-swipes-at-beijing-in-vow-to-not-yield-in-south-china-sea

Bloomberg China Ramps Up Warning on Bond Frenzy
https://www.bloomberg.com/news/articles/2024-05-31/china-ramps-up-warning-on-bond-frenzy-with-pboc-selling-in-focus

Dow Jones Chinese State Media Hint at Possible PBOC Bond Selling
https://www.morningstar.com/news/dow-jones/202405311908/chinese-state-media-hint-at-possible-pboc-bond-selling

Nikkei Asia Foreign direct investment in China falls to 30-year low
https://asia.nikkei.com/Economy/Foreign-direct-investment-in-China-falls-to-30-year-low

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 02 Jun 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1155 Tensions are rising. Aggressive actions are becoming commonplace. This isn't just sabre-rattling and posturing as war is a real possibility. It's not difficult to see why, at least what some of the motivation is. China's central bank is publicly discussing even more highly unusual steps to try to reign in the unfolding financial and economic backlash which was just confirmed by even more data. 

Eurodollar University's Money & Macro Analysis

Bloomberg US Commander Warns China Is Fast Becoming More Aggressive in Region
https://www.bloomberg.com/news/articles/2024-04-23/us-commander-warns-china-is-fast-becoming-more-aggressive-in-region

Bloomberg Xi’s Cryptic Bond Comments Hint at PBOC Becoming More Like Fed
https://www.bloomberg.com/news/articles/2024-04-01/xi-s-cryptic-bond-comments-hint-at-pboc-becoming-more-like-fed

CNBC Philippine president says killing of a Filipino in South China Sea clash would be ‘very close’ to act of war
https://www.cnbc.com/2024/05/31/ferdinand-marcos-jr-philippine-president-talks-red-lines-in-south-china-sea.html

Bloomberg Marcos Swipes at China, Vowing Not to Yield in Disputed Sea
https://www.bloomberg.com/news/articles/2024-05-31/marcos-swipes-at-beijing-in-vow-to-not-yield-in-south-china-sea

Bloomberg China Ramps Up Warning on Bond Frenzy
https://www.bloomberg.com/news/articles/2024-05-31/china-ramps-up-warning-on-bond-frenzy-with-pboc-selling-in-focus

Dow Jones Chinese State Media Hint at Possible PBOC Bond Selling
https://www.morningstar.com/news/dow-jones/202405311908/chinese-state-media-hint-at-possible-pboc-bond-selling

Nikkei Asia Foreign direct investment in China falls to 30-year low
https://asia.nikkei.com/Economy/Foreign-direct-investment-in-China-falls-to-30-year-low

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Sales Force Issues Stark Warning to Businesses 791 791 Sales Force Issues Stark Warning to Businesses full 688e6faf-3a29-447e-8fa2-1206039f141a https://share.transistor.fm/s/ef05e77b More corporate mayhem brought on by the "uncertain market environment." Stocks of both Salesforce and Kohl's were hammered today as each company demonstrates in their own way just what the updated GDP numbers suggest. That latter data report also includes GDI which is almost certainly closer to the real economy all these other sources are projecting. 

Eurodollar University's Money & Macro Analysis

CNBC Salesforce shares tumble 20%, on pace for worst day since 2004
https://www.cnbc.com/2024/05/30/salesforce-stock-fall-earnings-revenue-miss.html

Bloomberg  Salesforce Shares Plunge by Most Since 2008 After Weak Outlook
https://www.bloomberg.com/news/articles/2024-05-29/salesforce-gives-weak-sales-outlook-with-slowdown-fears-growing

CNBC Kohl’s stock plummets 25% after massive earnings miss
https://www.cnbc.com/2024/05/30/kohls-kss-earnings-q1-2024.html

Kohl's Kohl's Reports First Quarter Fiscal 2024 Financial Results
https://investors.kohls.com/news-releases/news-details/2024/Kohls-Reports-First-Quarter-Fiscal-2024-Financial-Results/default.aspx

BEA  Gross Domestic Product, First Quarter 2024 (Second Estimate) and Corporate Profits (Preliminary)
https://www.bea.gov/news/2024/gross-domestic-product-first-quarter-2024-second-estimate-and-corporate-profits

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> More corporate mayhem brought on by the "uncertain market environment." Stocks of both Salesforce and Kohl's were hammered today as each company demonstrates in their own way just what the updated GDP numbers suggest. That latter data report also includes GDI which is almost certainly closer to the real economy all these other sources are projecting. 

Eurodollar University's Money & Macro Analysis

CNBC Salesforce shares tumble 20%, on pace for worst day since 2004
https://www.cnbc.com/2024/05/30/salesforce-stock-fall-earnings-revenue-miss.html

Bloomberg  Salesforce Shares Plunge by Most Since 2008 After Weak Outlook
https://www.bloomberg.com/news/articles/2024-05-29/salesforce-gives-weak-sales-outlook-with-slowdown-fears-growing

CNBC Kohl’s stock plummets 25% after massive earnings miss
https://www.cnbc.com/2024/05/30/kohls-kss-earnings-q1-2024.html

Kohl's Kohl's Reports First Quarter Fiscal 2024 Financial Results
https://investors.kohls.com/news-releases/news-details/2024/Kohls-Reports-First-Quarter-Fiscal-2024-Financial-Results/default.aspx

BEA  Gross Domestic Product, First Quarter 2024 (Second Estimate) and Corporate Profits (Preliminary)
https://www.bea.gov/news/2024/gross-domestic-product-first-quarter-2024-second-estimate-and-corporate-profits

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 31 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1070 More corporate mayhem brought on by the "uncertain market environment." Stocks of both Salesforce and Kohl's were hammered today as each company demonstrates in their own way just what the updated GDP numbers suggest. That latter data report also includes GDI which is almost certainly closer to the real economy all these other sources are projecting. 

Eurodollar University's Money & Macro Analysis

CNBC Salesforce shares tumble 20%, on pace for worst day since 2004
https://www.cnbc.com/2024/05/30/salesforce-stock-fall-earnings-revenue-miss.html

Bloomberg  Salesforce Shares Plunge by Most Since 2008 After Weak Outlook
https://www.bloomberg.com/news/articles/2024-05-29/salesforce-gives-weak-sales-outlook-with-slowdown-fears-growing

CNBC Kohl’s stock plummets 25% after massive earnings miss
https://www.cnbc.com/2024/05/30/kohls-kss-earnings-q1-2024.html

Kohl's Kohl's Reports First Quarter Fiscal 2024 Financial Results
https://investors.kohls.com/news-releases/news-details/2024/Kohls-Reports-First-Quarter-Fiscal-2024-Financial-Results/default.aspx

BEA  Gross Domestic Product, First Quarter 2024 (Second Estimate) and Corporate Profits (Preliminary)
https://www.bea.gov/news/2024/gross-domestic-product-first-quarter-2024-second-estimate-and-corporate-profits

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Commercial Real Estate Bust Hits Europe (BADLY) 790 790 Commercial Real Estate Bust Hits Europe (BADLY) full 497fab28-94c6-4c6e-a1b8-b409583c11ce https://share.transistor.fm/s/589d8a93 More CRE developments today and last week this time with a focus on Europe. New reports indicate losses are coming soon and data from the ECB shows why there are so many concerns. We also have the latest bank lending figures which show more troubling signs under the cover of 'extend and pretend.'

Eurodollar University's Money & Macro Analysis

ECB Commercial real estate and financial stability – new insights from the euro area credit register
https://www.ecb.europa.eu/press/financial-stability-publications/macroprudential-bulletin/html/ecb.mpbu202210_4~0aa7d44e15.en.html

Reuters Explainer: European banks and their $1.5 trillion commercial property headache
https://www.reuters.com/business/finance/european-banks-their-15-trillion-commercial-property-headache-2024-02-15/

S&P Global Investors expect surge in bad commercial real estate loans at European banks
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/investors-expect-surge-in-bad-commercial-real-estate-loans-at-european-banks-81618608

FitchRatings Global Contagion Risk Growing from Rising CRE Losses, Led by Office
https://www.fitchratings.com/research/non-bank-financial-institutions/global-contagion-risk-growing-from-rising-cre-losses-led-by-office-02-04-2024

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> More CRE developments today and last week this time with a focus on Europe. New reports indicate losses are coming soon and data from the ECB shows why there are so many concerns. We also have the latest bank lending figures which show more troubling signs under the cover of 'extend and pretend.'

Eurodollar University's Money & Macro Analysis

ECB Commercial real estate and financial stability – new insights from the euro area credit register
https://www.ecb.europa.eu/press/financial-stability-publications/macroprudential-bulletin/html/ecb.mpbu202210_4~0aa7d44e15.en.html

Reuters Explainer: European banks and their $1.5 trillion commercial property headache
https://www.reuters.com/business/finance/european-banks-their-15-trillion-commercial-property-headache-2024-02-15/

S&P Global Investors expect surge in bad commercial real estate loans at European banks
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/investors-expect-surge-in-bad-commercial-real-estate-loans-at-european-banks-81618608

FitchRatings Global Contagion Risk Growing from Rising CRE Losses, Led by Office
https://www.fitchratings.com/research/non-bank-financial-institutions/global-contagion-risk-growing-from-rising-cre-losses-led-by-office-02-04-2024

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 30 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1077 More CRE developments today and last week this time with a focus on Europe. New reports indicate losses are coming soon and data from the ECB shows why there are so many concerns. We also have the latest bank lending figures which show more troubling signs under the cover of 'extend and pretend.'

Eurodollar University's Money & Macro Analysis

ECB Commercial real estate and financial stability – new insights from the euro area credit register
https://www.ecb.europa.eu/press/financial-stability-publications/macroprudential-bulletin/html/ecb.mpbu202210_4~0aa7d44e15.en.html

Reuters Explainer: European banks and their $1.5 trillion commercial property headache
https://www.reuters.com/business/finance/european-banks-their-15-trillion-commercial-property-headache-2024-02-15/

S&P Global Investors expect surge in bad commercial real estate loans at European banks
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/investors-expect-surge-in-bad-commercial-real-estate-loans-at-european-banks-81618608

FitchRatings Global Contagion Risk Growing from Rising CRE Losses, Led by Office
https://www.fitchratings.com/research/non-bank-financial-institutions/global-contagion-risk-growing-from-rising-cre-losses-led-by-office-02-04-2024

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No “Buy Now Pay Later” Issues Stark Warning to the Economy 789 789 “Buy Now Pay Later” Issues Stark Warning to the Economy full dc9dd394-75a3-4ec0-851f-e313c1308f80 https://share.transistor.fm/s/6cb7b2d6 More data released today which shows the US economy has taken a turn for the worse. Consumers are running out of options and are turning in huge proportions to alternate means to stay afloat. One of those alternatives, however, is being closed off as the American banks are now actively cutting back risk while going on a buying binge for safety. 

Eurodollar University's Money & Macro Analysis

nerdwallet  2024 State of Consumer Credit Report
https://www.nerdwallet.com/article/credit-cards/2024-consumer-credit-report

CNBC 25% of consumers recently used a buy now, pay later loan, report finds. What to know as they become popular
https://www.cnbc.com/2024/05/28/buy-now-pay-later-loans-are-second-only-to-credit-cards-in-popularity.html

FRBNY HOUSEHOLD DEBT AND CREDIT REPORT (Q1 2024)
https://www.newyorkfed.org/microeconomics/hhdc

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> More data released today which shows the US economy has taken a turn for the worse. Consumers are running out of options and are turning in huge proportions to alternate means to stay afloat. One of those alternatives, however, is being closed off as the American banks are now actively cutting back risk while going on a buying binge for safety. 

Eurodollar University's Money & Macro Analysis

nerdwallet  2024 State of Consumer Credit Report
https://www.nerdwallet.com/article/credit-cards/2024-consumer-credit-report

CNBC 25% of consumers recently used a buy now, pay later loan, report finds. What to know as they become popular
https://www.cnbc.com/2024/05/28/buy-now-pay-later-loans-are-second-only-to-credit-cards-in-popularity.html

FRBNY HOUSEHOLD DEBT AND CREDIT REPORT (Q1 2024)
https://www.newyorkfed.org/microeconomics/hhdc

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 29 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1072 More data released today which shows the US economy has taken a turn for the worse. Consumers are running out of options and are turning in huge proportions to alternate means to stay afloat. One of those alternatives, however, is being closed off as the American banks are now actively cutting back risk while going on a buying binge for safety. 

Eurodollar University's Money & Macro Analysis

nerdwallet  2024 State of Consumer Credit Report
https://www.nerdwallet.com/article/credit-cards/2024-consumer-credit-report

CNBC 25% of consumers recently used a buy now, pay later loan, report finds. What to know as they become popular
https://www.cnbc.com/2024/05/28/buy-now-pay-later-loans-are-second-only-to-credit-cards-in-popularity.html

FRBNY HOUSEHOLD DEBT AND CREDIT REPORT (Q1 2024)
https://www.newyorkfed.org/microeconomics/hhdc

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Why Central Bankers are FORCED to Lie 788 788 Why Central Bankers are FORCED to Lie full 216a72b5-b228-4c35-a1d4-0920284b2c95 https://share.transistor.fm/s/9c7cfe1c What's misinformation about the economy? It's a well-known fact policymakers and Economists outright lie about any situation. But why? They say it's for your own good. The lies are beginning to pile up so much that officials now have to lie about their lies, including the very theory behind all of this especially when some of the theoreticians who came up with it no longer want to be the very purveyors of misinformation. 

Eurodollar University's Money & Macro Analysis

George DeMartino Should Economists Deceive? Prosocial Lying, Paternalism, and the ‘Ben Bernanke Problem’
https://scholarworks.umass.edu/cgi/viewcontent.cgi?article=1256&context=peri_workingpapers

DeLong & Summers How Does Macroeconomic Policy Affect Output?
https://www.brookings.edu/wp-content/uploads/1988/06/1988b_bpea_delong_summers_mankiw_romer.pdf

Brad DeLong Greater Depression
https://www.project-syndicate.org/commentary/j--bradford-delong-argues-that-it-is-time-to-call-what-is-happening-in-europe-and-the-us-by-its-true-name

Bank of England  Ben Bernanke to lead review into forecasting at Bank of England
https://www.bankofengland.co.uk/news/2023/july/ben-bernanke-to-lead-review-into-forecasting-at-bank-of-england

Bank of England Forecasting for monetary policy making and communication at the Bank of England: a review
https://www.bankofengland.co.uk/independent-evaluation-office/forecasting-for-monetary-policy-making-and-communication-at-the-bank-of-england-a-review/forecasting-for-monetary-policy-making-and-communication-at-the-bank-of-england-a-review

Mervyn King Per Jacobsson Lecture: The World Turned Upside Down: Economic Policy in Turbulent Times
https://meetings.imf.org/en/2019/Annual/Schedule/2019/10/19/imf-seminar-per-jacobsson

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> What's misinformation about the economy? It's a well-known fact policymakers and Economists outright lie about any situation. But why? They say it's for your own good. The lies are beginning to pile up so much that officials now have to lie about their lies, including the very theory behind all of this especially when some of the theoreticians who came up with it no longer want to be the very purveyors of misinformation. 

Eurodollar University's Money & Macro Analysis

George DeMartino Should Economists Deceive? Prosocial Lying, Paternalism, and the ‘Ben Bernanke Problem’
https://scholarworks.umass.edu/cgi/viewcontent.cgi?article=1256&context=peri_workingpapers

DeLong & Summers How Does Macroeconomic Policy Affect Output?
https://www.brookings.edu/wp-content/uploads/1988/06/1988b_bpea_delong_summers_mankiw_romer.pdf

Brad DeLong Greater Depression
https://www.project-syndicate.org/commentary/j--bradford-delong-argues-that-it-is-time-to-call-what-is-happening-in-europe-and-the-us-by-its-true-name

Bank of England  Ben Bernanke to lead review into forecasting at Bank of England
https://www.bankofengland.co.uk/news/2023/july/ben-bernanke-to-lead-review-into-forecasting-at-bank-of-england

Bank of England Forecasting for monetary policy making and communication at the Bank of England: a review
https://www.bankofengland.co.uk/independent-evaluation-office/forecasting-for-monetary-policy-making-and-communication-at-the-bank-of-england-a-review/forecasting-for-monetary-policy-making-and-communication-at-the-bank-of-england-a-review

Mervyn King Per Jacobsson Lecture: The World Turned Upside Down: Economic Policy in Turbulent Times
https://meetings.imf.org/en/2019/Annual/Schedule/2019/10/19/imf-seminar-per-jacobsson

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 28 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1173 What's misinformation about the economy? It's a well-known fact policymakers and Economists outright lie about any situation. But why? They say it's for your own good. The lies are beginning to pile up so much that officials now have to lie about their lies, including the very theory behind all of this especially when some of the theoreticians who came up with it no longer want to be the very purveyors of misinformation. 

Eurodollar University's Money & Macro Analysis

George DeMartino Should Economists Deceive? Prosocial Lying, Paternalism, and the ‘Ben Bernanke Problem’
https://scholarworks.umass.edu/cgi/viewcontent.cgi?article=1256&context=peri_workingpapers

DeLong & Summers How Does Macroeconomic Policy Affect Output?
https://www.brookings.edu/wp-content/uploads/1988/06/1988b_bpea_delong_summers_mankiw_romer.pdf

Brad DeLong Greater Depression
https://www.project-syndicate.org/commentary/j--bradford-delong-argues-that-it-is-time-to-call-what-is-happening-in-europe-and-the-us-by-its-true-name

Bank of England  Ben Bernanke to lead review into forecasting at Bank of England
https://www.bankofengland.co.uk/news/2023/july/ben-bernanke-to-lead-review-into-forecasting-at-bank-of-england

Bank of England Forecasting for monetary policy making and communication at the Bank of England: a review
https://www.bankofengland.co.uk/independent-evaluation-office/forecasting-for-monetary-policy-making-and-communication-at-the-bank-of-england-a-review/forecasting-for-monetary-policy-making-and-communication-at-the-bank-of-england-a-review

Mervyn King Per Jacobsson Lecture: The World Turned Upside Down: Economic Policy in Turbulent Times
https://meetings.imf.org/en/2019/Annual/Schedule/2019/10/19/imf-seminar-per-jacobsson

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Wow, You Can Make This Up... 787 787 Wow, You Can Make This Up... full 408a1a8d-7c65-44ef-a3d4-b70b9b467561 https://share.transistor.fm/s/79289331 It doesn't help that policymakers and Economists quite openly admit they will and even should lie to you about the state of the economy. But to go so far as to call legitimate and widely-shared criticism misinformation is taking this too far. The reason it is going this way is just how difficult the situation has become, which brings us back to the first point: who's actually telling the truth?

Eurodollar University's conversations w/Steve Van Metre

Should Economists Deceive? Prosocial Lying, Paternalism, and the ‘Ben Bernanke Problem’
https://scholarworks.umass.edu/cgi/viewcontent.cgi?article=1256&context=peri_workingpapers

FoxNews Democrat claiming 'inflation rates are down' interrupted by higher than expected inflation report
https://www.foxnews.com/media/democrat-claiming-inflation-rates-down-interrupted-higher-expected-inflation-report

The Undecideds What Are Undecided Voters Really Thinking?
https://markhalperin.substack.com/p/what-are-undecided-voters-really

Bloomberg Fed’s Bostic Says Policy Is Taking Longer to Slow Growth
https://www.bloomberg.com/news/articles/2024-05-23/fed-s-bostic-says-policy-is-taking-longer-to-slow-growth

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> It doesn't help that policymakers and Economists quite openly admit they will and even should lie to you about the state of the economy. But to go so far as to call legitimate and widely-shared criticism misinformation is taking this too far. The reason it is going this way is just how difficult the situation has become, which brings us back to the first point: who's actually telling the truth?

Eurodollar University's conversations w/Steve Van Metre

Should Economists Deceive? Prosocial Lying, Paternalism, and the ‘Ben Bernanke Problem’
https://scholarworks.umass.edu/cgi/viewcontent.cgi?article=1256&context=peri_workingpapers

FoxNews Democrat claiming 'inflation rates are down' interrupted by higher than expected inflation report
https://www.foxnews.com/media/democrat-claiming-inflation-rates-down-interrupted-higher-expected-inflation-report

The Undecideds What Are Undecided Voters Really Thinking?
https://markhalperin.substack.com/p/what-are-undecided-voters-really

Bloomberg Fed’s Bostic Says Policy Is Taking Longer to Slow Growth
https://www.bloomberg.com/news/articles/2024-05-23/fed-s-bostic-says-policy-is-taking-longer-to-slow-growth

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 27 May 2024 11:43:36 -0400 Jeff Snider Jeff Snider 1092 It doesn't help that policymakers and Economists quite openly admit they will and even should lie to you about the state of the economy. But to go so far as to call legitimate and widely-shared criticism misinformation is taking this too far. The reason it is going this way is just how difficult the situation has become, which brings us back to the first point: who's actually telling the truth?

Eurodollar University's conversations w/Steve Van Metre

Should Economists Deceive? Prosocial Lying, Paternalism, and the ‘Ben Bernanke Problem’
https://scholarworks.umass.edu/cgi/viewcontent.cgi?article=1256&context=peri_workingpapers

FoxNews Democrat claiming 'inflation rates are down' interrupted by higher than expected inflation report
https://www.foxnews.com/media/democrat-claiming-inflation-rates-down-interrupted-higher-expected-inflation-report

The Undecideds What Are Undecided Voters Really Thinking?
https://markhalperin.substack.com/p/what-are-undecided-voters-really

Bloomberg Fed’s Bostic Says Policy Is Taking Longer to Slow Growth
https://www.bloomberg.com/news/articles/2024-05-23/fed-s-bostic-says-policy-is-taking-longer-to-slow-growth

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oh Sh*t, Commercial Real Estate CLO Loans Are Collapsing 786 786 Oh Sh*t, Commercial Real Estate CLO Loans Are Collapsing full 7e54f8ad-e4f8-48ca-8b28-aca77ac32a33 https://share.transistor.fm/s/3c67c2fc After months of silence, a couple of critical developments from the beleaguered commercial real estate sector show up all at once. For the first time since the Global not-Financial Crisis, a senior tranche of a CLO took losses - a lot of losses - while redemptions threaten to force liquidations at one of the spaces more important CRE funds. Not good first signs for the bubble unwind.

Eurodollar University's Money & Macro Analysis

Bloomberg A Really Bad Sign for Commercial Real Estate
https://www.bloomberg.com/news/newsletters/2024-05-23/bloomberg-evening-briefing-a-really-bad-sign-for-commercial-real-estate

Bloomberg Starwood’s $10 Billion REIT Turns to Survival Mode as Real Estate Pain Lingers
https://www.bloomberg.com/news/articles/2024-05-23/starwood-reit-sets-drastic-redemption-limits-on-liquidity-crunch

Bloomberg Lenders Race to Buy Back Delinquent Multifamily Mortgage Loans
https://www.bloomberg.com/news/articles/2024-05-01/jpmorgan-says-commercial-real-estate-clo-loan-buyouts-are-set-to-reach-a-record

Fitch Global Contagion Risk Growing from Rising CRE Losses, Led by Office
https://www.fitchratings.com/research/non-bank-financial-institutions/global-contagion-risk-growing-from-rising-cre-losses-led-by-office-02-04-2024

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> After months of silence, a couple of critical developments from the beleaguered commercial real estate sector show up all at once. For the first time since the Global not-Financial Crisis, a senior tranche of a CLO took losses - a lot of losses - while redemptions threaten to force liquidations at one of the spaces more important CRE funds. Not good first signs for the bubble unwind.

Eurodollar University's Money & Macro Analysis

Bloomberg A Really Bad Sign for Commercial Real Estate
https://www.bloomberg.com/news/newsletters/2024-05-23/bloomberg-evening-briefing-a-really-bad-sign-for-commercial-real-estate

Bloomberg Starwood’s $10 Billion REIT Turns to Survival Mode as Real Estate Pain Lingers
https://www.bloomberg.com/news/articles/2024-05-23/starwood-reit-sets-drastic-redemption-limits-on-liquidity-crunch

Bloomberg Lenders Race to Buy Back Delinquent Multifamily Mortgage Loans
https://www.bloomberg.com/news/articles/2024-05-01/jpmorgan-says-commercial-real-estate-clo-loan-buyouts-are-set-to-reach-a-record

Fitch Global Contagion Risk Growing from Rising CRE Losses, Led by Office
https://www.fitchratings.com/research/non-bank-financial-institutions/global-contagion-risk-growing-from-rising-cre-losses-led-by-office-02-04-2024

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 26 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1146 After months of silence, a couple of critical developments from the beleaguered commercial real estate sector show up all at once. For the first time since the Global not-Financial Crisis, a senior tranche of a CLO took losses - a lot of losses - while redemptions threaten to force liquidations at one of the spaces more important CRE funds. Not good first signs for the bubble unwind.

Eurodollar University's Money & Macro Analysis

Bloomberg A Really Bad Sign for Commercial Real Estate
https://www.bloomberg.com/news/newsletters/2024-05-23/bloomberg-evening-briefing-a-really-bad-sign-for-commercial-real-estate

Bloomberg Starwood’s $10 Billion REIT Turns to Survival Mode as Real Estate Pain Lingers
https://www.bloomberg.com/news/articles/2024-05-23/starwood-reit-sets-drastic-redemption-limits-on-liquidity-crunch

Bloomberg Lenders Race to Buy Back Delinquent Multifamily Mortgage Loans
https://www.bloomberg.com/news/articles/2024-05-01/jpmorgan-says-commercial-real-estate-clo-loan-buyouts-are-set-to-reach-a-record

Fitch Global Contagion Risk Growing from Rising CRE Losses, Led by Office
https://www.fitchratings.com/research/non-bank-financial-institutions/global-contagion-risk-growing-from-rising-cre-losses-led-by-office-02-04-2024

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China's Latest Move Has Governments Freaking Out 785 785 China's Latest Move Has Governments Freaking Out full 36bc129b-9997-42ba-8424-0409d59d5d5f https://share.transistor.fm/s/c7c41eb0 On top of dumping Treasuries (which I covered in detail in a previous video https://youtu.be/j00_S1iug9c), China's also dumping its excess production on the rest of the world. The tactic has become so pervasive governments worldwide are responding with more than idle threats. But what are they really worried about given this means cheaper stuff and lower prices? 

Eurodollar University's Money & Macro Analysis

Remarks by Secretary of the Treasury Janet L. Yellen at Press Conference Ahead of the G7 Finance Ministers and Central Bank Governors Meetings
https://home.treasury.gov/news/press-releases/jy2363

Reuters Yellen wants G7 'wall of opposition' to China's excess industrial capacity
https://www.reuters.com/markets/yellen-says-g7-discuss-responses-chinas-excess-industrial-capacity-2024-05-23/

Treasury Secretary Yellen on PBS
https://www.pbs.org/newshour/show/treasury-secretary-yellen-on-why-biden-is-targeting-chinese-manufacturing-with-new-tariffs

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> On top of dumping Treasuries (which I covered in detail in a previous video https://youtu.be/j00_S1iug9c), China's also dumping its excess production on the rest of the world. The tactic has become so pervasive governments worldwide are responding with more than idle threats. But what are they really worried about given this means cheaper stuff and lower prices? 

Eurodollar University's Money & Macro Analysis

Remarks by Secretary of the Treasury Janet L. Yellen at Press Conference Ahead of the G7 Finance Ministers and Central Bank Governors Meetings
https://home.treasury.gov/news/press-releases/jy2363

Reuters Yellen wants G7 'wall of opposition' to China's excess industrial capacity
https://www.reuters.com/markets/yellen-says-g7-discuss-responses-chinas-excess-industrial-capacity-2024-05-23/

Treasury Secretary Yellen on PBS
https://www.pbs.org/newshour/show/treasury-secretary-yellen-on-why-biden-is-targeting-chinese-manufacturing-with-new-tariffs

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 24 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1124 On top of dumping Treasuries (which I covered in detail in a previous video https://youtu.be/j00_S1iug9c), China's also dumping its excess production on the rest of the world. The tactic has become so pervasive governments worldwide are responding with more than idle threats. But what are they really worried about given this means cheaper stuff and lower prices? 

Eurodollar University's Money & Macro Analysis

Remarks by Secretary of the Treasury Janet L. Yellen at Press Conference Ahead of the G7 Finance Ministers and Central Bank Governors Meetings
https://home.treasury.gov/news/press-releases/jy2363

Reuters Yellen wants G7 'wall of opposition' to China's excess industrial capacity
https://www.reuters.com/markets/yellen-says-g7-discuss-responses-chinas-excess-industrial-capacity-2024-05-23/

Treasury Secretary Yellen on PBS
https://www.pbs.org/newshour/show/treasury-secretary-yellen-on-why-biden-is-targeting-chinese-manufacturing-with-new-tariffs

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Target Just Confirmed EVERYTHING 784 784 Target Just Confirmed EVERYTHING full 666973c8-dcb9-4dd6-9503-3ee92aed7e65 https://share.transistor.fm/s/66d61295 The retail giant's latest earnings report confirmed...well, pretty much everything. Inflation risks, consumer capacities, the direction of interest rates and more. Target's results help setting the debate on prices while also dovetailing right in with a whole bunch of the latest figures on especially gasoline and even rents. 

Eurodollar University's Money & Macro Analysis

Target Corp First Quarter Earnings
https://corporate.target.com/press/release/2024/05/target-corporation-reports-first-quarter-earnings

Target Corp Press Release Lowering Prices
https://corporate.target.com/press/release/2024/05/target-will-help-consumers-save-big-by-lowering-prices-on-5,000-frequently-shopped-items

CNBC Target shares tumble 10% as consumers buy fewer groceries and home goods
https://www.cnbc.com/2024/05/22/target-tgt-q1-2024-earnings.html

BLS New Tenant Rent Index
https://www.bls.gov/pir/new-tenant-rent.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The retail giant's latest earnings report confirmed...well, pretty much everything. Inflation risks, consumer capacities, the direction of interest rates and more. Target's results help setting the debate on prices while also dovetailing right in with a whole bunch of the latest figures on especially gasoline and even rents. 

Eurodollar University's Money & Macro Analysis

Target Corp First Quarter Earnings
https://corporate.target.com/press/release/2024/05/target-corporation-reports-first-quarter-earnings

Target Corp Press Release Lowering Prices
https://corporate.target.com/press/release/2024/05/target-will-help-consumers-save-big-by-lowering-prices-on-5,000-frequently-shopped-items

CNBC Target shares tumble 10% as consumers buy fewer groceries and home goods
https://www.cnbc.com/2024/05/22/target-tgt-q1-2024-earnings.html

BLS New Tenant Rent Index
https://www.bls.gov/pir/new-tenant-rent.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 23 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1112 The retail giant's latest earnings report confirmed...well, pretty much everything. Inflation risks, consumer capacities, the direction of interest rates and more. Target's results help setting the debate on prices while also dovetailing right in with a whole bunch of the latest figures on especially gasoline and even rents. 

Eurodollar University's Money & Macro Analysis

Target Corp First Quarter Earnings
https://corporate.target.com/press/release/2024/05/target-corporation-reports-first-quarter-earnings

Target Corp Press Release Lowering Prices
https://corporate.target.com/press/release/2024/05/target-will-help-consumers-save-big-by-lowering-prices-on-5,000-frequently-shopped-items

CNBC Target shares tumble 10% as consumers buy fewer groceries and home goods
https://www.cnbc.com/2024/05/22/target-tgt-q1-2024-earnings.html

BLS New Tenant Rent Index
https://www.bls.gov/pir/new-tenant-rent.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Standard of Living Decline in America is Accelerating (here’s why) 783 783 The Standard of Living Decline in America is Accelerating (here’s why) full 14c9e628-c562-4a77-a91d-86462415ed02 https://share.transistor.fm/s/a6028abf There is a widespread feeling that something doesn't 'feel' right about the economic situation. While the official world vehemently denies it, they have every incentive not to admit the truth. There are various ways and methods to quantify living standards, especially material standards. Using officials' own methodology, we find the 'feeling' is very well grounded in material fact(s).

Eurodollar University's Money & Macro Analysis

Boston Fed How do We Measure Standard of Living
https://www.bostonfed.org/-/media/Documents/ledger/winter2004/livstand.pdf

CDC Drug Overdose Deaths
https://www.cdc.gov/nchs/products/databriefs/db491.htm

CDC Birth Stats
https://www.cdc.gov/nchs/nvss/births.htm

CDC Birth Rates
https://www.cdc.gov/nchs/data/hus/2020-2021/Brth.pdf

Christopher Waller Little by Little, Progress Seems to be Resuming.
https://www.federalreserve.gov/newsevents/speech/waller20240521a.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> There is a widespread feeling that something doesn't 'feel' right about the economic situation. While the official world vehemently denies it, they have every incentive not to admit the truth. There are various ways and methods to quantify living standards, especially material standards. Using officials' own methodology, we find the 'feeling' is very well grounded in material fact(s).

Eurodollar University's Money & Macro Analysis

Boston Fed How do We Measure Standard of Living
https://www.bostonfed.org/-/media/Documents/ledger/winter2004/livstand.pdf

CDC Drug Overdose Deaths
https://www.cdc.gov/nchs/products/databriefs/db491.htm

CDC Birth Stats
https://www.cdc.gov/nchs/nvss/births.htm

CDC Birth Rates
https://www.cdc.gov/nchs/data/hus/2020-2021/Brth.pdf

Christopher Waller Little by Little, Progress Seems to be Resuming.
https://www.federalreserve.gov/newsevents/speech/waller20240521a.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 22 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1153 There is a widespread feeling that something doesn't 'feel' right about the economic situation. While the official world vehemently denies it, they have every incentive not to admit the truth. There are various ways and methods to quantify living standards, especially material standards. Using officials' own methodology, we find the 'feeling' is very well grounded in material fact(s).

Eurodollar University's Money & Macro Analysis

Boston Fed How do We Measure Standard of Living
https://www.bostonfed.org/-/media/Documents/ledger/winter2004/livstand.pdf

CDC Drug Overdose Deaths
https://www.cdc.gov/nchs/products/databriefs/db491.htm

CDC Birth Stats
https://www.cdc.gov/nchs/nvss/births.htm

CDC Birth Rates
https://www.cdc.gov/nchs/data/hus/2020-2021/Brth.pdf

Christopher Waller Little by Little, Progress Seems to be Resuming.
https://www.federalreserve.gov/newsevents/speech/waller20240521a.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Apple Issues Stark Warning to the Economy 782 782 Apple Issues Stark Warning to the Economy full aff8f6b3-ccdc-43de-9dda-4e7137e21938 https://share.transistor.fm/s/fcaab369 Apple becomes just latest corporation to report results in line with recent macro statistics. That list now includes Home Depot and even today's Red Lobster bankruptcy. People are struggling and businesses are noticing and feeling the impact. But how far has it gone? Some other metrics are not encouraging. 

Eurodollar University's Money & Macro Analysis

Apple Second Quarter Earnings
https://www.apple.com/newsroom/2024/05/apple-reports-second-quarter-results/

CNBC Apple announces largest-ever $110 billion share buyback as iPhone sales drop 10%
https://www.cnbc.com/2024/05/02/apple-aapl-earnings-report-q2-2024.htm

CNBC Red Lobster files for Chapter 11 bankruptcy protection
https://www.cnbc.com/2024/05/20/red-lobster-bankruptcy.html

CNBC Home Depot misses on revenue, as high interest rates hurt sales
https://www.cnbc.com/2024/05/14/home-depot-hd-q1-2024-earnings-.html

CNBC Are consumers pulling back on spending? It depends on which CEO you ask
https://www.cnbc.com/2024/05/20/consumer-pullback-ceos.html

Bloomberg What Is Buy Now, Pay Later? How It Works and the Hidden Risks You Should Know
https://www.bloomberg.com/news/articles/2024-05-09/what-is-buy-now-pay-later-how-bnpl-plans-work

Bloomberg Treat Buy Now, Pay Later Loans Like Real Debt
https://www.bloomberg.com/opinion/articles/2024-05-14/treat-klarna-affirm-buy-now-pay-later-loans-like-real-debt

Bloomberg Americans Are Racking Up ‘Phantom Debt’ That Wall Street Can’t Track
https://www.bloomberg.com/news/articles/2024-05-07/-buy-now-pay-later-has-americans-racking-up-phantom-debt

Flex
https://help.getflex.com/hc/en-us/sections/360004885954-Get-Started

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Apple becomes just latest corporation to report results in line with recent macro statistics. That list now includes Home Depot and even today's Red Lobster bankruptcy. People are struggling and businesses are noticing and feeling the impact. But how far has it gone? Some other metrics are not encouraging. 

Eurodollar University's Money & Macro Analysis

Apple Second Quarter Earnings
https://www.apple.com/newsroom/2024/05/apple-reports-second-quarter-results/

CNBC Apple announces largest-ever $110 billion share buyback as iPhone sales drop 10%
https://www.cnbc.com/2024/05/02/apple-aapl-earnings-report-q2-2024.htm

CNBC Red Lobster files for Chapter 11 bankruptcy protection
https://www.cnbc.com/2024/05/20/red-lobster-bankruptcy.html

CNBC Home Depot misses on revenue, as high interest rates hurt sales
https://www.cnbc.com/2024/05/14/home-depot-hd-q1-2024-earnings-.html

CNBC Are consumers pulling back on spending? It depends on which CEO you ask
https://www.cnbc.com/2024/05/20/consumer-pullback-ceos.html

Bloomberg What Is Buy Now, Pay Later? How It Works and the Hidden Risks You Should Know
https://www.bloomberg.com/news/articles/2024-05-09/what-is-buy-now-pay-later-how-bnpl-plans-work

Bloomberg Treat Buy Now, Pay Later Loans Like Real Debt
https://www.bloomberg.com/opinion/articles/2024-05-14/treat-klarna-affirm-buy-now-pay-later-loans-like-real-debt

Bloomberg Americans Are Racking Up ‘Phantom Debt’ That Wall Street Can’t Track
https://www.bloomberg.com/news/articles/2024-05-07/-buy-now-pay-later-has-americans-racking-up-phantom-debt

Flex
https://help.getflex.com/hc/en-us/sections/360004885954-Get-Started

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 21 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1061 Apple becomes just latest corporation to report results in line with recent macro statistics. That list now includes Home Depot and even today's Red Lobster bankruptcy. People are struggling and businesses are noticing and feeling the impact. But how far has it gone? Some other metrics are not encouraging. 

Eurodollar University's Money & Macro Analysis

Apple Second Quarter Earnings
https://www.apple.com/newsroom/2024/05/apple-reports-second-quarter-results/

CNBC Apple announces largest-ever $110 billion share buyback as iPhone sales drop 10%
https://www.cnbc.com/2024/05/02/apple-aapl-earnings-report-q2-2024.htm

CNBC Red Lobster files for Chapter 11 bankruptcy protection
https://www.cnbc.com/2024/05/20/red-lobster-bankruptcy.html

CNBC Home Depot misses on revenue, as high interest rates hurt sales
https://www.cnbc.com/2024/05/14/home-depot-hd-q1-2024-earnings-.html

CNBC Are consumers pulling back on spending? It depends on which CEO you ask
https://www.cnbc.com/2024/05/20/consumer-pullback-ceos.html

Bloomberg What Is Buy Now, Pay Later? How It Works and the Hidden Risks You Should Know
https://www.bloomberg.com/news/articles/2024-05-09/what-is-buy-now-pay-later-how-bnpl-plans-work

Bloomberg Treat Buy Now, Pay Later Loans Like Real Debt
https://www.bloomberg.com/opinion/articles/2024-05-14/treat-klarna-affirm-buy-now-pay-later-loans-like-real-debt

Bloomberg Americans Are Racking Up ‘Phantom Debt’ That Wall Street Can’t Track
https://www.bloomberg.com/news/articles/2024-05-07/-buy-now-pay-later-has-americans-racking-up-phantom-debt

Flex
https://help.getflex.com/hc/en-us/sections/360004885954-Get-Started

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Walmart is Sending a MAJOR Warning to the Economy 781 781 Walmart is Sending a MAJOR Warning to the Economy full 9d4a571f-499b-4448-bfbe-d0aa7c85574e https://share.transistor.fm/s/f9e34b66 Business at Walmart is brisk these days...and that's a big problem. The better things go for the company especially at the grocery department the worse you know it is in the economy. And the big retailer just put up robust results because it isn't just struggling Americans coming in to shop, Walmart is now getting tons of business from high-income earners, too, because now they're struggling. Not exactly the soft landing signal we'd hoped.  

Eurodollar University's conversation w/Steve Van Metre

NY Post Wealthier customers flock to Walmart to boost retailer’s sales in strong Q1 earnings
https://nypost.com/2024/05/16/business/wealthier-customer-flock-to-walmart-to-boost-retailers-sales-in-strong-q1-earnings/

Bloomberg Why We Can't Shake the Vibecession, Even in the Face of Good News
https://www.bloomberg.com/news/newsletters/2024-05-16/high-prices-and-phantom-debt-why-we-can-t-shake-the-vibecession

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Business at Walmart is brisk these days...and that's a big problem. The better things go for the company especially at the grocery department the worse you know it is in the economy. And the big retailer just put up robust results because it isn't just struggling Americans coming in to shop, Walmart is now getting tons of business from high-income earners, too, because now they're struggling. Not exactly the soft landing signal we'd hoped.  

Eurodollar University's conversation w/Steve Van Metre

NY Post Wealthier customers flock to Walmart to boost retailer’s sales in strong Q1 earnings
https://nypost.com/2024/05/16/business/wealthier-customer-flock-to-walmart-to-boost-retailers-sales-in-strong-q1-earnings/

Bloomberg Why We Can't Shake the Vibecession, Even in the Face of Good News
https://www.bloomberg.com/news/newsletters/2024-05-16/high-prices-and-phantom-debt-why-we-can-t-shake-the-vibecession

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 20 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1105 Business at Walmart is brisk these days...and that's a big problem. The better things go for the company especially at the grocery department the worse you know it is in the economy. And the big retailer just put up robust results because it isn't just struggling Americans coming in to shop, Walmart is now getting tons of business from high-income earners, too, because now they're struggling. Not exactly the soft landing signal we'd hoped.  

Eurodollar University's conversation w/Steve Van Metre

NY Post Wealthier customers flock to Walmart to boost retailer’s sales in strong Q1 earnings
https://nypost.com/2024/05/16/business/wealthier-customer-flock-to-walmart-to-boost-retailers-sales-in-strong-q1-earnings/

Bloomberg Why We Can't Shake the Vibecession, Even in the Face of Good News
https://www.bloomberg.com/news/newsletters/2024-05-16/high-prices-and-phantom-debt-why-we-can-t-shake-the-vibecession

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China Dumping Record Amounts of Treasures (Here's Why) 780 780 China Dumping Record Amounts of Treasures (Here's Why) full 3ee4e68b-9460-49e8-8313-706cfaa16d30 https://share.transistor.fm/s/e33b9129 The Chinese have sold a record amount of US Treasuries. Again. Most mainstream explanations point to political motives including many asserting an intentional act to move away from the dollar. The actual reason is indeed monetary but not at all in that way. The important immediate implications tell us a lot about the conditions for the globally synchronized economy.

Eurodollar University's Money & Macro Analysis

Bloomberg China Sells Record Sum of US Debt Amid Signs of Diversification
https://www.bloomberg.com/news/articles/2024-05-16/china-sells-record-sum-of-us-debt-amid-signs-of-diversification

CNN China has teased how it might fix its property crisis. Markets are loving it
https://www.cnn.com/2024/05/16/business/china-property-crisis-unsold-homes-hnk-intl/index.html

China NBS Basic situation of the national real estate market from January to April 2024
https://www.stats.gov.cn/sj/zxfb/202405/t20240517_1955760.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Chinese have sold a record amount of US Treasuries. Again. Most mainstream explanations point to political motives including many asserting an intentional act to move away from the dollar. The actual reason is indeed monetary but not at all in that way. The important immediate implications tell us a lot about the conditions for the globally synchronized economy.

Eurodollar University's Money & Macro Analysis

Bloomberg China Sells Record Sum of US Debt Amid Signs of Diversification
https://www.bloomberg.com/news/articles/2024-05-16/china-sells-record-sum-of-us-debt-amid-signs-of-diversification

CNN China has teased how it might fix its property crisis. Markets are loving it
https://www.cnn.com/2024/05/16/business/china-property-crisis-unsold-homes-hnk-intl/index.html

China NBS Basic situation of the national real estate market from January to April 2024
https://www.stats.gov.cn/sj/zxfb/202405/t20240517_1955760.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 19 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1148 The Chinese have sold a record amount of US Treasuries. Again. Most mainstream explanations point to political motives including many asserting an intentional act to move away from the dollar. The actual reason is indeed monetary but not at all in that way. The important immediate implications tell us a lot about the conditions for the globally synchronized economy.

Eurodollar University's Money & Macro Analysis

Bloomberg China Sells Record Sum of US Debt Amid Signs of Diversification
https://www.bloomberg.com/news/articles/2024-05-16/china-sells-record-sum-of-us-debt-amid-signs-of-diversification

CNN China has teased how it might fix its property crisis. Markets are loving it
https://www.cnn.com/2024/05/16/business/china-property-crisis-unsold-homes-hnk-intl/index.html

China NBS Basic situation of the national real estate market from January to April 2024
https://www.stats.gov.cn/sj/zxfb/202405/t20240517_1955760.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No A Globally Systemic Central Bank Is Hiking Rates In A Recession 779 779 A Globally Systemic Central Bank Is Hiking Rates In A Recession full 010c431f-cba8-43e9-a1a2-567c4433055e https://share.transistor.fm/s/d90754ad A major global central bank would never hike rates during a prolonged recession, would it? You might be surprised to find out the answer is a solid, yes. Not only did it just happen, the reasons why tell us a whole lot about the real aim of central bank policies, where they come from, and, more important of all, the status of our globally synchronized world. The cycle drama just got taken up a notch. 

Eurodollar University's Money & Macro Analysis

Bloomberg Japan’s Economy Sputters as Dismal Run Extends to Three Quarters
https://www.bloomberg.com/news/articles/2024-05-15/japan-s-economy-contracts-as-consumers-companies-cut-spending

Reuters Japan's economy skids, clouding BOJ's rate hike plans
https://www.reuters.com/markets/asia/japans-gdp-contracts-complicating-bojs-rate-hike-plans-2024-05-16/

Reuters Japan's finmin says 'speculative' moves in currency market impacting yen
https://www.reuters.com/markets/currencies/japans-finance-minister-sees-speculative-moves-currency-market-2024-04-01/

Investing.com Japan GDP shrinks more than expected in Q1 as consumption slows
https://www.investing.com/news/economic-indicators/japan-gdp-shrinks-more-than-expected-in-q1-as-consumption-slows-3443154

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> A major global central bank would never hike rates during a prolonged recession, would it? You might be surprised to find out the answer is a solid, yes. Not only did it just happen, the reasons why tell us a whole lot about the real aim of central bank policies, where they come from, and, more important of all, the status of our globally synchronized world. The cycle drama just got taken up a notch. 

Eurodollar University's Money & Macro Analysis

Bloomberg Japan’s Economy Sputters as Dismal Run Extends to Three Quarters
https://www.bloomberg.com/news/articles/2024-05-15/japan-s-economy-contracts-as-consumers-companies-cut-spending

Reuters Japan's economy skids, clouding BOJ's rate hike plans
https://www.reuters.com/markets/asia/japans-gdp-contracts-complicating-bojs-rate-hike-plans-2024-05-16/

Reuters Japan's finmin says 'speculative' moves in currency market impacting yen
https://www.reuters.com/markets/currencies/japans-finance-minister-sees-speculative-moves-currency-market-2024-04-01/

Investing.com Japan GDP shrinks more than expected in Q1 as consumption slows
https://www.investing.com/news/economic-indicators/japan-gdp-shrinks-more-than-expected-in-q1-as-consumption-slows-3443154

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 17 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1076 A major global central bank would never hike rates during a prolonged recession, would it? You might be surprised to find out the answer is a solid, yes. Not only did it just happen, the reasons why tell us a whole lot about the real aim of central bank policies, where they come from, and, more important of all, the status of our globally synchronized world. The cycle drama just got taken up a notch. 

Eurodollar University's Money & Macro Analysis

Bloomberg Japan’s Economy Sputters as Dismal Run Extends to Three Quarters
https://www.bloomberg.com/news/articles/2024-05-15/japan-s-economy-contracts-as-consumers-companies-cut-spending

Reuters Japan's economy skids, clouding BOJ's rate hike plans
https://www.reuters.com/markets/asia/japans-gdp-contracts-complicating-bojs-rate-hike-plans-2024-05-16/

Reuters Japan's finmin says 'speculative' moves in currency market impacting yen
https://www.reuters.com/markets/currencies/japans-finance-minister-sees-speculative-moves-currency-market-2024-04-01/

Investing.com Japan GDP shrinks more than expected in Q1 as consumption slows
https://www.investing.com/news/economic-indicators/japan-gdp-shrinks-more-than-expected-in-q1-as-consumption-slows-3443154

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No "The Most Consequential Piece of Economic Data in History" 778 778 "The Most Consequential Piece of Economic Data in History" full 497b5e13-e752-4007-9850-00b749d7ef58 https://share.transistor.fm/s/2303b390 They called it the most important economic update in living memory, holding the key to everything from inflation to economy and interest rates. When it came out, it wasn't what everyone thought and even more interesting those numbers ended up being overshadowed by another set alarmingly consistent with everything else we've been seeing lately. 

Eurodollar University's Money & Macro Analysis

BLS April US CPI press release
https://www.bls.gov/news.release/pdf/cpi.pdf

Bloomberg Here Are the Key Takeaways From US CPI Report for April
https://www.bloomberg.com/news/articles/2024-05-15/us-cpi-report-april-2024-key-takeaways-on-inflation-core-measure

Bloomberg US Retail Sales Stall After Downward Revisions in Prior Months
https://www.bloomberg.com/news/articles/2024-05-15/us-retail-sales-stall-after-downward-revisions-in-prior-months

CNN The backbone of America’s economy was just dealt a serious blow
https://www.cnn.com/2024/05/15/economy/us-retail-sales-april/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> They called it the most important economic update in living memory, holding the key to everything from inflation to economy and interest rates. When it came out, it wasn't what everyone thought and even more interesting those numbers ended up being overshadowed by another set alarmingly consistent with everything else we've been seeing lately. 

Eurodollar University's Money & Macro Analysis

BLS April US CPI press release
https://www.bls.gov/news.release/pdf/cpi.pdf

Bloomberg Here Are the Key Takeaways From US CPI Report for April
https://www.bloomberg.com/news/articles/2024-05-15/us-cpi-report-april-2024-key-takeaways-on-inflation-core-measure

Bloomberg US Retail Sales Stall After Downward Revisions in Prior Months
https://www.bloomberg.com/news/articles/2024-05-15/us-retail-sales-stall-after-downward-revisions-in-prior-months

CNN The backbone of America’s economy was just dealt a serious blow
https://www.cnn.com/2024/05/15/economy/us-retail-sales-april/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 16 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1057 They called it the most important economic update in living memory, holding the key to everything from inflation to economy and interest rates. When it came out, it wasn't what everyone thought and even more interesting those numbers ended up being overshadowed by another set alarmingly consistent with everything else we've been seeing lately. 

Eurodollar University's Money & Macro Analysis

BLS April US CPI press release
https://www.bls.gov/news.release/pdf/cpi.pdf

Bloomberg Here Are the Key Takeaways From US CPI Report for April
https://www.bloomberg.com/news/articles/2024-05-15/us-cpi-report-april-2024-key-takeaways-on-inflation-core-measure

Bloomberg US Retail Sales Stall After Downward Revisions in Prior Months
https://www.bloomberg.com/news/articles/2024-05-15/us-retail-sales-stall-after-downward-revisions-in-prior-months

CNN The backbone of America’s economy was just dealt a serious blow
https://www.cnn.com/2024/05/15/economy/us-retail-sales-april/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Indeed Gives Massive Warning Towards Job Market 777 777 Indeed Gives Massive Warning Towards Job Market full 3a96646a-365a-49f8-a2fb-d1447b33dea4 https://share.transistor.fm/s/0cd7834e When the person who is supposed to help you find a job finds out they no longer have one themselves, that's a warning sign about the economy. Those have been proliferating lately and mostly focused on employment. This fits nicely (in a bad way) into other late cycle signals coming across including a sharp rise in consumer credit delinquencies. 

Eurodollar University's Money & Macro Analysis

Indeed Message from CEO
https://www.indeed.com/press/releases/a-message-from-our-ceo-chris-hyams-2

FRBNY HOUSEHOLD DEBT AND CREDIT REPORT (Q1 2024)
https://www.newyorkfed.org/microeconomics/hhdc.html

Liberty Street Economics Delinquency Is Increasingly in the Cards for Maxed‑Out Borrowers
https://libertystreeteconomics.newyorkfed.org/2024/05/delinquency-is-increasingly-in-the-cards-for-maxed-out-borrowers/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> When the person who is supposed to help you find a job finds out they no longer have one themselves, that's a warning sign about the economy. Those have been proliferating lately and mostly focused on employment. This fits nicely (in a bad way) into other late cycle signals coming across including a sharp rise in consumer credit delinquencies. 

Eurodollar University's Money & Macro Analysis

Indeed Message from CEO
https://www.indeed.com/press/releases/a-message-from-our-ceo-chris-hyams-2

FRBNY HOUSEHOLD DEBT AND CREDIT REPORT (Q1 2024)
https://www.newyorkfed.org/microeconomics/hhdc.html

Liberty Street Economics Delinquency Is Increasingly in the Cards for Maxed‑Out Borrowers
https://libertystreeteconomics.newyorkfed.org/2024/05/delinquency-is-increasingly-in-the-cards-for-maxed-out-borrowers/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 15 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1119 When the person who is supposed to help you find a job finds out they no longer have one themselves, that's a warning sign about the economy. Those have been proliferating lately and mostly focused on employment. This fits nicely (in a bad way) into other late cycle signals coming across including a sharp rise in consumer credit delinquencies. 

Eurodollar University's Money & Macro Analysis

Indeed Message from CEO
https://www.indeed.com/press/releases/a-message-from-our-ceo-chris-hyams-2

FRBNY HOUSEHOLD DEBT AND CREDIT REPORT (Q1 2024)
https://www.newyorkfed.org/microeconomics/hhdc.html

Liberty Street Economics Delinquency Is Increasingly in the Cards for Maxed‑Out Borrowers
https://libertystreeteconomics.newyorkfed.org/2024/05/delinquency-is-increasingly-in-the-cards-for-maxed-out-borrowers/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Worst Banking Data on Chinese Record 776 776 The Worst Banking Data on Chinese Record full cc62c7a7-cafa-4329-8ae8-6c91a55fd0b1 https://share.transistor.fm/s/8b5bcdbe China's total credit in April actually fell for only the third time and by the most ever. Clearly the government is alarmed by that as well as the distinct lack of traction in the real economy (more deflation in producer prices, minimal gains in consumer prices). We'll go over what was just reported, what the government's next government plan is likely to be, and what the market(s) reaction(s) has(have) been. 

Eurodollar University's Money & Macro Analysis

NYT Biden Looks to Thwart Surge of Chinese Imports
https://www.nytimes.com/2024/05/08/us/politics/biden-china-imports.html

WSJ China Hints at New Growth Push as it Warns of Rising Uncertainties
https://www.wsj.com/world/china/china-calls-long-delayed-policy-meeting-warning-of-rising-uncertainties-032fb571

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> China's total credit in April actually fell for only the third time and by the most ever. Clearly the government is alarmed by that as well as the distinct lack of traction in the real economy (more deflation in producer prices, minimal gains in consumer prices). We'll go over what was just reported, what the government's next government plan is likely to be, and what the market(s) reaction(s) has(have) been. 

Eurodollar University's Money & Macro Analysis

NYT Biden Looks to Thwart Surge of Chinese Imports
https://www.nytimes.com/2024/05/08/us/politics/biden-china-imports.html

WSJ China Hints at New Growth Push as it Warns of Rising Uncertainties
https://www.wsj.com/world/china/china-calls-long-delayed-policy-meeting-warning-of-rising-uncertainties-032fb571

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 14 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1146 China's total credit in April actually fell for only the third time and by the most ever. Clearly the government is alarmed by that as well as the distinct lack of traction in the real economy (more deflation in producer prices, minimal gains in consumer prices). We'll go over what was just reported, what the government's next government plan is likely to be, and what the market(s) reaction(s) has(have) been. 

Eurodollar University's Money & Macro Analysis

NYT Biden Looks to Thwart Surge of Chinese Imports
https://www.nytimes.com/2024/05/08/us/politics/biden-china-imports.html

WSJ China Hints at New Growth Push as it Warns of Rising Uncertainties
https://www.wsj.com/world/china/china-calls-long-delayed-policy-meeting-warning-of-rising-uncertainties-032fb571

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No History Is Repeating?! 775 775 History Is Repeating?! full 2dbb90a8-75b1-4628-9a5d-89a11a241f09 https://share.transistor.fm/s/aa8105ba There is a resurgence underway not from consumer prices as everyone thinks, instead the use of the term "stagflation." This is really nothing more than the shift in narrative attempting to incorporate more visible economic weakness while still keeping it the idea "inflation." But as the former takes the forefront, the latter will continue to fade until what's left isn't even stagnation. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> There is a resurgence underway not from consumer prices as everyone thinks, instead the use of the term "stagflation." This is really nothing more than the shift in narrative attempting to incorporate more visible economic weakness while still keeping it the idea "inflation." But as the former takes the forefront, the latter will continue to fade until what's left isn't even stagnation. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 13 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1117 There is a resurgence underway not from consumer prices as everyone thinks, instead the use of the term "stagflation." This is really nothing more than the shift in narrative attempting to incorporate more visible economic weakness while still keeping it the idea "inflation." But as the former takes the forefront, the latter will continue to fade until what's left isn't even stagnation. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Biggest Crash in 46 Years Sending MASSIVE Job Safety Warning 774 774 The Biggest Crash in 46 Years Sending MASSIVE Job Safety Warning full 1a0dd85a-1275-43cf-9191-a6a5671c3807 https://share.transistor.fm/s/7d4c403e Another critical economic measures shows big negative changes and they aren't "inflation" problems. It's not just that American consumers are cracking, the consistent theme which keeps coming up over and over is jobs. The US labor market has been stuck in half a recession already, is this now the other half?

Eurodollar University's Money & Macro Analysis

UofM Surveys of Consumers
http://www.sca.isr.umich.edu/

CNBC Consumer sentiment tumbles as inflation fears surge, closely watched survey shows
https://www.cnbc.com/2024/05/10/consumer-sentiment-tumbles-as-inflation-fears-surge-closely-watched-survey-shows.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Another critical economic measures shows big negative changes and they aren't "inflation" problems. It's not just that American consumers are cracking, the consistent theme which keeps coming up over and over is jobs. The US labor market has been stuck in half a recession already, is this now the other half?

Eurodollar University's Money & Macro Analysis

UofM Surveys of Consumers
http://www.sca.isr.umich.edu/

CNBC Consumer sentiment tumbles as inflation fears surge, closely watched survey shows
https://www.cnbc.com/2024/05/10/consumer-sentiment-tumbles-as-inflation-fears-surge-closely-watched-survey-shows.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 12 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1198 Another critical economic measures shows big negative changes and they aren't "inflation" problems. It's not just that American consumers are cracking, the consistent theme which keeps coming up over and over is jobs. The US labor market has been stuck in half a recession already, is this now the other half?

Eurodollar University's Money & Macro Analysis

UofM Surveys of Consumers
http://www.sca.isr.umich.edu/

CNBC Consumer sentiment tumbles as inflation fears surge, closely watched survey shows
https://www.cnbc.com/2024/05/10/consumer-sentiment-tumbles-as-inflation-fears-surge-closely-watched-survey-shows.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Ikea Gives Massive Warning Towards Human Behavior 773 773 Ikea Gives Massive Warning Towards Human Behavior full ec4d5f45-139b-4502-ad15-54335ed7d5f0 https://share.transistor.fm/s/c8f7ab1e The one news article in the media said it all; more companies are now cutting their prices despite inflation. Except, no, it isn't in spite of other price changes, instead in response to them. The economy isn't inflationary, it is weak and getting weaker. Eye opening new data is alarmingly consistent with the price cuts. 

Eurodollar University's Money & Macro Analysis

CNN Retailers jacked up prices and squeezed consumers. They might have just blinked
https://www.cnn.com/2024/05/05/business/retailers-cutting-prices/index.html

Michaels Lowers Prices on Thousands of Arts, Crafts and DIY Items
https://www.michaelspressroom.com/news/detail/2293/michaels-lowers-prices-on-thousands-of-arts-crafts-and-diy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The one news article in the media said it all; more companies are now cutting their prices despite inflation. Except, no, it isn't in spite of other price changes, instead in response to them. The economy isn't inflationary, it is weak and getting weaker. Eye opening new data is alarmingly consistent with the price cuts. 

Eurodollar University's Money & Macro Analysis

CNN Retailers jacked up prices and squeezed consumers. They might have just blinked
https://www.cnn.com/2024/05/05/business/retailers-cutting-prices/index.html

Michaels Lowers Prices on Thousands of Arts, Crafts and DIY Items
https://www.michaelspressroom.com/news/detail/2293/michaels-lowers-prices-on-thousands-of-arts-crafts-and-diy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 10 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1203 The one news article in the media said it all; more companies are now cutting their prices despite inflation. Except, no, it isn't in spite of other price changes, instead in response to them. The economy isn't inflationary, it is weak and getting weaker. Eye opening new data is alarmingly consistent with the price cuts. 

Eurodollar University's Money & Macro Analysis

CNN Retailers jacked up prices and squeezed consumers. They might have just blinked
https://www.cnn.com/2024/05/05/business/retailers-cutting-prices/index.html

Michaels Lowers Prices on Thousands of Arts, Crafts and DIY Items
https://www.michaelspressroom.com/news/detail/2293/michaels-lowers-prices-on-thousands-of-arts-crafts-and-diy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Japanese Yen Is Failing (what this means for the world) 772 772 The Japanese Yen Is Failing (what this means for the world) full 2d37272a-764c-46fa-a4cf-7c6366f92f25 https://share.transistor.fm/s/245a6952 Japan's government conducted three (unconfirmed) major currency interventions in less than a week. Already JPY is falling almost like they never happened. It's the dollar that's the matter because what's the matter isn't just Japan and like a lot of things energy is the key. As the Japanese understand all too well, energy means dollars. 

Eurodollar University's Money & Macro Analysis

Bloomberg BOJ’s Ueda Ramps Up Yen Warnings While Traders Keep Selling
https://www.bloomberg.com/news/articles/2024-05-08/boj-s-ueda-tweaks-weak-yen-remarks-in-possible-hint-of-rate-hike

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Japan's government conducted three (unconfirmed) major currency interventions in less than a week. Already JPY is falling almost like they never happened. It's the dollar that's the matter because what's the matter isn't just Japan and like a lot of things energy is the key. As the Japanese understand all too well, energy means dollars. 

Eurodollar University's Money & Macro Analysis

Bloomberg BOJ’s Ueda Ramps Up Yen Warnings While Traders Keep Selling
https://www.bloomberg.com/news/articles/2024-05-08/boj-s-ueda-tweaks-weak-yen-remarks-in-possible-hint-of-rate-hike

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 09 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1169 Japan's government conducted three (unconfirmed) major currency interventions in less than a week. Already JPY is falling almost like they never happened. It's the dollar that's the matter because what's the matter isn't just Japan and like a lot of things energy is the key. As the Japanese understand all too well, energy means dollars. 

Eurodollar University's Money & Macro Analysis

Bloomberg BOJ’s Ueda Ramps Up Yen Warnings While Traders Keep Selling
https://www.bloomberg.com/news/articles/2024-05-08/boj-s-ueda-tweaks-weak-yen-remarks-in-possible-hint-of-rate-hike

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: 92 Year Old Trucking Company Goes Bankrupt 771 771 BREAKING: 92 Year Old Trucking Company Goes Bankrupt full f42c0479-1bf8-4683-916a-d7f520979ac9 https://share.transistor.fm/s/2ce342c5 FreightWaves Texas’ Arnold Transportation acquired by Canada’s Pride Group Logistics
https://www.freightwaves.com/news/texas-arnold-transportation-acquired-by-canadas-pride-group-logistics

Global NewsWire Pride Group Logistics Expands U.S. Presence With the Acquisition of Arnold Transportation Services, Inc.
https://www.globenewswire.com/news-release/2022/02/01/2377007/0/en/Pride-Group-Logistics-Expands-U-S-Presence-With-the-Acquisition-of-Arnold-Transportation-Services-Inc.html

FreightWaves 92-year-old Texas trucking company files for bankruptcy liquidation
https://www.freightwaves.com/news/92-year-old-texas-trucking-company-files-for-bankruptcy-liquidation

Investopedia  Etsy Stock Dives as Retailer Warns of 'Challenging Environment' for Consumer Spending
https://www.investopedia.com/etsy-q1-2024-earnings-weak-consumer-spending-8642325

ISM Services April 2024
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/services/april/

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> FreightWaves Texas’ Arnold Transportation acquired by Canada’s Pride Group Logistics
https://www.freightwaves.com/news/texas-arnold-transportation-acquired-by-canadas-pride-group-logistics

Global NewsWire Pride Group Logistics Expands U.S. Presence With the Acquisition of Arnold Transportation Services, Inc.
https://www.globenewswire.com/news-release/2022/02/01/2377007/0/en/Pride-Group-Logistics-Expands-U-S-Presence-With-the-Acquisition-of-Arnold-Transportation-Services-Inc.html

FreightWaves 92-year-old Texas trucking company files for bankruptcy liquidation
https://www.freightwaves.com/news/92-year-old-texas-trucking-company-files-for-bankruptcy-liquidation

Investopedia  Etsy Stock Dives as Retailer Warns of 'Challenging Environment' for Consumer Spending
https://www.investopedia.com/etsy-q1-2024-earnings-weak-consumer-spending-8642325

ISM Services April 2024
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/services/april/

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 07 May 2024 16:12:37 -0400 Jeff Snider Jeff Snider 1079 FreightWaves Texas’ Arnold Transportation acquired by Canada’s Pride Group Logistics
https://www.freightwaves.com/news/texas-arnold-transportation-acquired-by-canadas-pride-group-logistics

Global NewsWire Pride Group Logistics Expands U.S. Presence With the Acquisition of Arnold Transportation Services, Inc.
https://www.globenewswire.com/news-release/2022/02/01/2377007/0/en/Pride-Group-Logistics-Expands-U-S-Presence-With-the-Acquisition-of-Arnold-Transportation-Services-Inc.html

FreightWaves 92-year-old Texas trucking company files for bankruptcy liquidation
https://www.freightwaves.com/news/92-year-old-texas-trucking-company-files-for-bankruptcy-liquidation

Investopedia  Etsy Stock Dives as Retailer Warns of 'Challenging Environment' for Consumer Spending
https://www.investopedia.com/etsy-q1-2024-earnings-weak-consumer-spending-8642325

ISM Services April 2024
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/services/april/

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No “Desperate Struggles” in the Job Market 770 770 “Desperate Struggles” in the Job Market full f7f40197-fd1c-4900-a60a-a2c5b0ee855d https://share.transistor.fm/s/bf19f957 The first disappointment from payrolls in what seems like forever is only the start. It follows a number of increasingly ugly developments including a solid shocker from the US services sector - and its own measure of employment. In addition to reviewing the latest updates, Jeff and Steve also take apart the "dovish" QT myth that has popped up.

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The first disappointment from payrolls in what seems like forever is only the start. It follows a number of increasingly ugly developments including a solid shocker from the US services sector - and its own measure of employment. In addition to reviewing the latest updates, Jeff and Steve also take apart the "dovish" QT myth that has popped up.

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 06 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1051 The first disappointment from payrolls in what seems like forever is only the start. It follows a number of increasingly ugly developments including a solid shocker from the US services sector - and its own measure of employment. In addition to reviewing the latest updates, Jeff and Steve also take apart the "dovish" QT myth that has popped up.

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Critical Data is Predicting 1-2% Interest Rates Are Coming, SOON 769 769 Critical Data is Predicting 1-2% Interest Rates Are Coming, SOON full 7d7442d5-13b7-406f-8b6b-ab354cacef08 https://share.transistor.fm/s/1db68016 What would the price of oil be without Saudi Arabia's actions? What would Treasury yields be without the Fed? There is a way for us to determine what the underlying fundamental monetary and financial conditions really are which offers a rough approximation for both. Crude would be a lot less and market interest rates, let's just say there's no inflation whatsoever in these fundamentals. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> What would the price of oil be without Saudi Arabia's actions? What would Treasury yields be without the Fed? There is a way for us to determine what the underlying fundamental monetary and financial conditions really are which offers a rough approximation for both. Crude would be a lot less and market interest rates, let's just say there's no inflation whatsoever in these fundamentals. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 05 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1422 What would the price of oil be without Saudi Arabia's actions? What would Treasury yields be without the Fed? There is a way for us to determine what the underlying fundamental monetary and financial conditions really are which offers a rough approximation for both. Crude would be a lot less and market interest rates, let's just say there's no inflation whatsoever in these fundamentals. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Communism is Infiltrating The World BECAUSE of Economics 768 768 Communism is Infiltrating The World BECAUSE of Economics full ec9572ca-e710-47f7-9925-0c5e56748f37 https://share.transistor.fm/s/7b5cd1fc We need to confront the fact there remains a serious problem in the US with Marxism. To successfully counter the threat REQUIRES first we understand why that is and what keeps it going. It's not enough to "clap back" with platitudes correctly pointing to Communism's barbaric history. Nor is the modern world's prosperity a sufficient counterargument. The true Socialist admits that's what capitalism was supposed to have accomplished. The entire matter revolves around whether that last statement truly is in the past tense. 

Eurodollar University's Money & Macro Analysis

the Atlantic Why the Phrase 'Late Capitalism' Is Suddenly Everywhere
https://www.theatlantic.com/business/archive/2017/05/late-capitalism/524943/

QUB Law Society Demystifying late stage capitalism on both a global and national level: the ball and chain of a 21st century free market economy 
https://www.theverdictonline.org/post/demystifying-late-stage-capitalism-on-both-a-global-and-national-level-the-ball-and-chain-of-a-21st

AP Archive CAN973 FILE / ARCHIVE FOOTAGE OF VLADIMIR LENIN
https://www.youtube.com/watch?v=1IJbNwt9J00

RCM July 10, 2020 Socialism Would Have Been Easy to Discredit, Had There Been Growth
https://www.realclearmarkets.com/articles/2020/07/10/socialism_would_have_been_easy_to_discredit_had_there_been_growth_498699.html

The Atlantic 26 Years of Growth: Shanghai Then and Now
https://www.theatlantic.com/photo/2013/08/26-years-of-growth-shanghai-then-and-now/100569/


NYT Nov 14, 1939
https://www.nytimes.com/1939/11/14/archives/browder-assails-pope-at-rally-here-he-tells-22000-at-the-garden.html

Time Magazine May 30, 1938
https://content.time.com/time/covers/0,16641,19380530,00.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> We need to confront the fact there remains a serious problem in the US with Marxism. To successfully counter the threat REQUIRES first we understand why that is and what keeps it going. It's not enough to "clap back" with platitudes correctly pointing to Communism's barbaric history. Nor is the modern world's prosperity a sufficient counterargument. The true Socialist admits that's what capitalism was supposed to have accomplished. The entire matter revolves around whether that last statement truly is in the past tense. 

Eurodollar University's Money & Macro Analysis

the Atlantic Why the Phrase 'Late Capitalism' Is Suddenly Everywhere
https://www.theatlantic.com/business/archive/2017/05/late-capitalism/524943/

QUB Law Society Demystifying late stage capitalism on both a global and national level: the ball and chain of a 21st century free market economy 
https://www.theverdictonline.org/post/demystifying-late-stage-capitalism-on-both-a-global-and-national-level-the-ball-and-chain-of-a-21st

AP Archive CAN973 FILE / ARCHIVE FOOTAGE OF VLADIMIR LENIN
https://www.youtube.com/watch?v=1IJbNwt9J00

RCM July 10, 2020 Socialism Would Have Been Easy to Discredit, Had There Been Growth
https://www.realclearmarkets.com/articles/2020/07/10/socialism_would_have_been_easy_to_discredit_had_there_been_growth_498699.html

The Atlantic 26 Years of Growth: Shanghai Then and Now
https://www.theatlantic.com/photo/2013/08/26-years-of-growth-shanghai-then-and-now/100569/


NYT Nov 14, 1939
https://www.nytimes.com/1939/11/14/archives/browder-assails-pope-at-rally-here-he-tells-22000-at-the-garden.html

Time Magazine May 30, 1938
https://content.time.com/time/covers/0,16641,19380530,00.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 03 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1111 We need to confront the fact there remains a serious problem in the US with Marxism. To successfully counter the threat REQUIRES first we understand why that is and what keeps it going. It's not enough to "clap back" with platitudes correctly pointing to Communism's barbaric history. Nor is the modern world's prosperity a sufficient counterargument. The true Socialist admits that's what capitalism was supposed to have accomplished. The entire matter revolves around whether that last statement truly is in the past tense. 

Eurodollar University's Money & Macro Analysis

the Atlantic Why the Phrase 'Late Capitalism' Is Suddenly Everywhere
https://www.theatlantic.com/business/archive/2017/05/late-capitalism/524943/

QUB Law Society Demystifying late stage capitalism on both a global and national level: the ball and chain of a 21st century free market economy 
https://www.theverdictonline.org/post/demystifying-late-stage-capitalism-on-both-a-global-and-national-level-the-ball-and-chain-of-a-21st

AP Archive CAN973 FILE / ARCHIVE FOOTAGE OF VLADIMIR LENIN
https://www.youtube.com/watch?v=1IJbNwt9J00

RCM July 10, 2020 Socialism Would Have Been Easy to Discredit, Had There Been Growth
https://www.realclearmarkets.com/articles/2020/07/10/socialism_would_have_been_easy_to_discredit_had_there_been_growth_498699.html

The Atlantic 26 Years of Growth: Shanghai Then and Now
https://www.theatlantic.com/photo/2013/08/26-years-of-growth-shanghai-then-and-now/100569/


NYT Nov 14, 1939
https://www.nytimes.com/1939/11/14/archives/browder-assails-pope-at-rally-here-he-tells-22000-at-the-garden.html

Time Magazine May 30, 1938
https://content.time.com/time/covers/0,16641,19380530,00.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Jobs Are No longer Hiring 767 767 Jobs Are No longer Hiring full 5d5a1225-f8c5-4caf-8b8a-9b02d987d511 https://share.transistor.fm/s/a70cc1d7 Hiring has near completely dried up in the US labor market, contrary to all mainstream talk of a booming economy. JOLTS hires was the lowest since March and April 2020, and apart from those the worst in six and a half years. That substantial weakness was further corroborated by some of the biggest companies in the world reporting sharply lower results on increasing consumer difficulties. Yet, everyone will be focused entirely on the Fed and its absurd "inflation" fixation. 

Eurodollar University's Money & Macro Analysis

FOMC Chair Powell Press Conference Playback May 1, 2024
https://www.youtube.com/watch?v=o0unztmcLvA

USA Today
https://www.usatoday.com/story/money/2024/03/07/job-market-cooling-despite-high-employment-numbers/72846912007/
Behind the rosy job numbers, Americans are struggling to find work

Bloomberg Starbucks Posts First Sales Drop Since 2020 During Global Pullback
https://www.bloomberg.com/news/articles/2024-04-30/starbucks-sbux-sales-slump-as-customers-pull-back-across-the-world?srnd=all

Bloomberg  KFC Owner’s Sales Fall for First Time Since 2020
https://www.bloomberg.com/news/articles/2024-05-01/kfc-owner-s-sales-fall-for-first-time-since-2020-as-weakness-spreads

ISM Manufacturing Press Release
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/april/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Hiring has near completely dried up in the US labor market, contrary to all mainstream talk of a booming economy. JOLTS hires was the lowest since March and April 2020, and apart from those the worst in six and a half years. That substantial weakness was further corroborated by some of the biggest companies in the world reporting sharply lower results on increasing consumer difficulties. Yet, everyone will be focused entirely on the Fed and its absurd "inflation" fixation. 

Eurodollar University's Money & Macro Analysis

FOMC Chair Powell Press Conference Playback May 1, 2024
https://www.youtube.com/watch?v=o0unztmcLvA

USA Today
https://www.usatoday.com/story/money/2024/03/07/job-market-cooling-despite-high-employment-numbers/72846912007/
Behind the rosy job numbers, Americans are struggling to find work

Bloomberg Starbucks Posts First Sales Drop Since 2020 During Global Pullback
https://www.bloomberg.com/news/articles/2024-04-30/starbucks-sbux-sales-slump-as-customers-pull-back-across-the-world?srnd=all

Bloomberg  KFC Owner’s Sales Fall for First Time Since 2020
https://www.bloomberg.com/news/articles/2024-05-01/kfc-owner-s-sales-fall-for-first-time-since-2020-as-weakness-spreads

ISM Manufacturing Press Release
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/april/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 02 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1026 Hiring has near completely dried up in the US labor market, contrary to all mainstream talk of a booming economy. JOLTS hires was the lowest since March and April 2020, and apart from those the worst in six and a half years. That substantial weakness was further corroborated by some of the biggest companies in the world reporting sharply lower results on increasing consumer difficulties. Yet, everyone will be focused entirely on the Fed and its absurd "inflation" fixation. 

Eurodollar University's Money & Macro Analysis

FOMC Chair Powell Press Conference Playback May 1, 2024
https://www.youtube.com/watch?v=o0unztmcLvA

USA Today
https://www.usatoday.com/story/money/2024/03/07/job-market-cooling-despite-high-employment-numbers/72846912007/
Behind the rosy job numbers, Americans are struggling to find work

Bloomberg Starbucks Posts First Sales Drop Since 2020 During Global Pullback
https://www.bloomberg.com/news/articles/2024-04-30/starbucks-sbux-sales-slump-as-customers-pull-back-across-the-world?srnd=all

Bloomberg  KFC Owner’s Sales Fall for First Time Since 2020
https://www.bloomberg.com/news/articles/2024-05-01/kfc-owner-s-sales-fall-for-first-time-since-2020-as-weakness-spreads

ISM Manufacturing Press Release
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/april/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Consumer Confidence Is TANKING ( what this means) 766 766 Consumer Confidence Is TANKING ( what this means) full 2f2cd7bf-326f-4022-926c-901ae4c397ea https://share.transistor.fm/s/38205cc4 Evidence for demand destruction in the US economy is really piling up. Consumer sentiment tumbled, services businesses in parts of the country are shedding workers in a way and to a degree we only see during recession, and major Midwest manufacturing plunged. All that was just today. The common theme through each one is a change in employment conditions and not the good one. 

Eurodollar University's Money & Macro Analysis

the Conference Board Consumer Confidence
https://www.conference-board.org/topics/consumer-confidence

Texas Service Sector Outlook Survey
https://www.dallasfed.org/research/surveys/tssos/2024/2404#tab-comments

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Evidence for demand destruction in the US economy is really piling up. Consumer sentiment tumbled, services businesses in parts of the country are shedding workers in a way and to a degree we only see during recession, and major Midwest manufacturing plunged. All that was just today. The common theme through each one is a change in employment conditions and not the good one. 

Eurodollar University's Money & Macro Analysis

the Conference Board Consumer Confidence
https://www.conference-board.org/topics/consumer-confidence

Texas Service Sector Outlook Survey
https://www.dallasfed.org/research/surveys/tssos/2024/2404#tab-comments

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 01 May 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1180 Evidence for demand destruction in the US economy is really piling up. Consumer sentiment tumbled, services businesses in parts of the country are shedding workers in a way and to a degree we only see during recession, and major Midwest manufacturing plunged. All that was just today. The common theme through each one is a change in employment conditions and not the good one. 

Eurodollar University's Money & Macro Analysis

the Conference Board Consumer Confidence
https://www.conference-board.org/topics/consumer-confidence

Texas Service Sector Outlook Survey
https://www.dallasfed.org/research/surveys/tssos/2024/2404#tab-comments

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Another Bank Just Failed, How Many More Will Come?! 765 765 Another Bank Just Failed, How Many More Will Come?! full 1ea82049-ecf6-4b89-bbb8-95ad847f5389 https://share.transistor.fm/s/d8a3dbc5 The first bank failure of 2024 is a familiar tale. A relatively small institution in Philadelphia, by itself it doesn't really mean all that much. However, there are a couple of important developments to go along with the background which raise questions and a few concerns. Is this the second chapter for the bank crisis?

Eurodollar University's Money & Macro Analysis

FDIC Press Release
https://www.fdic.gov/news/press-releases/fulton-bank-na-lancaster-pennsylvania-assumes-substantially-all-deposits

Republic First's last SEC filing
https://d18rn0p25nwr6d.cloudfront.net/CIK-0000834285/6c29a651-35e8-48f3-8803-6b7376b1ab7f.pdf

Republic First's last posted balance sheet
https://investors.myrepublicbank.com/financial-info/balance-sheet/default.aspx

Bloomberg's April 2024 report on FDIC soliciting bids
FDIC Is Approaching Potential Buyers of Republic First
https://www.bloomberg.com/news/articles/2024-04-24/fdic-is-said-to-approach-potential-buyers-of-republic-first

Bloomberg's October 2023 report on FDIC soliciting bids
FDIC Sought Buyers for Republic First Before Investor Deal
https://www.bloomberg.com/news/articles/2023-10-29/fdic-sought-buyers-for-republic-first-before-investor-deal

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The first bank failure of 2024 is a familiar tale. A relatively small institution in Philadelphia, by itself it doesn't really mean all that much. However, there are a couple of important developments to go along with the background which raise questions and a few concerns. Is this the second chapter for the bank crisis?

Eurodollar University's Money & Macro Analysis

FDIC Press Release
https://www.fdic.gov/news/press-releases/fulton-bank-na-lancaster-pennsylvania-assumes-substantially-all-deposits

Republic First's last SEC filing
https://d18rn0p25nwr6d.cloudfront.net/CIK-0000834285/6c29a651-35e8-48f3-8803-6b7376b1ab7f.pdf

Republic First's last posted balance sheet
https://investors.myrepublicbank.com/financial-info/balance-sheet/default.aspx

Bloomberg's April 2024 report on FDIC soliciting bids
FDIC Is Approaching Potential Buyers of Republic First
https://www.bloomberg.com/news/articles/2024-04-24/fdic-is-said-to-approach-potential-buyers-of-republic-first

Bloomberg's October 2023 report on FDIC soliciting bids
FDIC Sought Buyers for Republic First Before Investor Deal
https://www.bloomberg.com/news/articles/2023-10-29/fdic-sought-buyers-for-republic-first-before-investor-deal

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 30 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1186 The first bank failure of 2024 is a familiar tale. A relatively small institution in Philadelphia, by itself it doesn't really mean all that much. However, there are a couple of important developments to go along with the background which raise questions and a few concerns. Is this the second chapter for the bank crisis?

Eurodollar University's Money & Macro Analysis

FDIC Press Release
https://www.fdic.gov/news/press-releases/fulton-bank-na-lancaster-pennsylvania-assumes-substantially-all-deposits

Republic First's last SEC filing
https://d18rn0p25nwr6d.cloudfront.net/CIK-0000834285/6c29a651-35e8-48f3-8803-6b7376b1ab7f.pdf

Republic First's last posted balance sheet
https://investors.myrepublicbank.com/financial-info/balance-sheet/default.aspx

Bloomberg's April 2024 report on FDIC soliciting bids
FDIC Is Approaching Potential Buyers of Republic First
https://www.bloomberg.com/news/articles/2024-04-24/fdic-is-said-to-approach-potential-buyers-of-republic-first

Bloomberg's October 2023 report on FDIC soliciting bids
FDIC Sought Buyers for Republic First Before Investor Deal
https://www.bloomberg.com/news/articles/2023-10-29/fdic-sought-buyers-for-republic-first-before-investor-deal

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Data Shows The State Of The U.S. Economy 764 764 This Data Shows The State Of The U.S. Economy full 8dcef3c9-97db-4f0e-991d-faa45a1082f0 https://share.transistor.fm/s/f2a8789d This week's big miss in US GDP raises several questions about the state of the economy. It was significant enough to immediately call into doubt the soft landing. Last year's surge now appears to have been just a short run temporary jump, meaning GDP might be joining the majority of macro data indicating much sharper and more serious weakness than was though just before the data's release. 

Eurodollar University's conversation w/Steve Van Metre

S&P Global April 2024 flash PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/2a6d069e95b3402f85a5e44e3ff49917

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> This week's big miss in US GDP raises several questions about the state of the economy. It was significant enough to immediately call into doubt the soft landing. Last year's surge now appears to have been just a short run temporary jump, meaning GDP might be joining the majority of macro data indicating much sharper and more serious weakness than was though just before the data's release. 

Eurodollar University's conversation w/Steve Van Metre

S&P Global April 2024 flash PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/2a6d069e95b3402f85a5e44e3ff49917

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 29 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1067 This week's big miss in US GDP raises several questions about the state of the economy. It was significant enough to immediately call into doubt the soft landing. Last year's surge now appears to have been just a short run temporary jump, meaning GDP might be joining the majority of macro data indicating much sharper and more serious weakness than was though just before the data's release. 

Eurodollar University's conversation w/Steve Van Metre

S&P Global April 2024 flash PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/2a6d069e95b3402f85a5e44e3ff49917

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Japanese Yen PLUNGING, Worrying Governments Around The World 763 763 Japanese Yen PLUNGING, Worrying Governments Around The World full f2d743ea-2858-41af-8995-a5e86a252a33 https://share.transistor.fm/s/0ec59a11 It's not just that Japan's yen is crashing, it's what a yen crash means to everyone not only in Japan. But why? All you'll hear from the mainstream and most "experts" is that every currency exchange rate movement including JPY must be somehow related to a central bank, especially the Fed. It's a myth easily debunked. When doing the debunking the real truth emerges and it's not good. 

Eurodollar University's Money & Macro Analysis

Bloomberg Yen Drops Beyond 158 Per Dollar as BOJ Keeps Key Rate Unchanged
https://www.bloomberg.com/news/articles/2024-04-26/yen-drops-to-fresh-34-year-low-as-boj-keeps-key-rate-unchanged

Trilateral Ministerial Joint Press Statement
https://home.treasury.gov/news/press-releases/jy2264

FOMC Transcript February 1998
https://www.federalreserve.gov/monetarypolicy/files/FOMC19980204meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> It's not just that Japan's yen is crashing, it's what a yen crash means to everyone not only in Japan. But why? All you'll hear from the mainstream and most "experts" is that every currency exchange rate movement including JPY must be somehow related to a central bank, especially the Fed. It's a myth easily debunked. When doing the debunking the real truth emerges and it's not good. 

Eurodollar University's Money & Macro Analysis

Bloomberg Yen Drops Beyond 158 Per Dollar as BOJ Keeps Key Rate Unchanged
https://www.bloomberg.com/news/articles/2024-04-26/yen-drops-to-fresh-34-year-low-as-boj-keeps-key-rate-unchanged

Trilateral Ministerial Joint Press Statement
https://home.treasury.gov/news/press-releases/jy2264

FOMC Transcript February 1998
https://www.federalreserve.gov/monetarypolicy/files/FOMC19980204meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 28 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1245 It's not just that Japan's yen is crashing, it's what a yen crash means to everyone not only in Japan. But why? All you'll hear from the mainstream and most "experts" is that every currency exchange rate movement including JPY must be somehow related to a central bank, especially the Fed. It's a myth easily debunked. When doing the debunking the real truth emerges and it's not good. 

Eurodollar University's Money & Macro Analysis

Bloomberg Yen Drops Beyond 158 Per Dollar as BOJ Keeps Key Rate Unchanged
https://www.bloomberg.com/news/articles/2024-04-26/yen-drops-to-fresh-34-year-low-as-boj-keeps-key-rate-unchanged

Trilateral Ministerial Joint Press Statement
https://home.treasury.gov/news/press-releases/jy2264

FOMC Transcript February 1998
https://www.federalreserve.gov/monetarypolicy/files/FOMC19980204meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Bombshell GDP Report Confirms Everything 762 762 Bombshell GDP Report Confirms Everything full e9e3b72a-acca-453e-8f30-7d5d0d4d18b6 https://share.transistor.fm/s/f3509d3b GDP comes in the worst in two years because prices shot up again, therefore the term "stagflation" is going to be everywhere. Which prices changed actually makes a huge difference given the fact those particular prices are more likely to help the US economy get back to its depression tendencies. And on that count, we have irrefutable proof from oil, gasoline, and energy. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> GDP comes in the worst in two years because prices shot up again, therefore the term "stagflation" is going to be everywhere. Which prices changed actually makes a huge difference given the fact those particular prices are more likely to help the US economy get back to its depression tendencies. And on that count, we have irrefutable proof from oil, gasoline, and energy. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 26 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1027 GDP comes in the worst in two years because prices shot up again, therefore the term "stagflation" is going to be everywhere. Which prices changed actually makes a huge difference given the fact those particular prices are more likely to help the US economy get back to its depression tendencies. And on that count, we have irrefutable proof from oil, gasoline, and energy. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oh Sh*t, The Government Just Spent $11 TRILLION 761 761 Oh Sh*t, The Government Just Spent $11 TRILLION full 2ab2dcfe-b60b-4e04-bac2-cf887646fe26 https://share.transistor.fm/s/f36b864a Uncle Sam tried his best to buy a recovery. The sheer amount of money redistributed by the federal govt the past four years is incomprehensible. Here's the thing: the transfers didn't stop in 2021. A huge chunk of them kept going right on to today. And still it wasn't enough to stabilize an economy that is showing signs of even more weakening. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Uncle Sam tried his best to buy a recovery. The sheer amount of money redistributed by the federal govt the past four years is incomprehensible. Here's the thing: the transfers didn't stop in 2021. A huge chunk of them kept going right on to today. And still it wasn't enough to stabilize an economy that is showing signs of even more weakening. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 25 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1101 Uncle Sam tried his best to buy a recovery. The sheer amount of money redistributed by the federal govt the past four years is incomprehensible. Here's the thing: the transfers didn't stop in 2021. A huge chunk of them kept going right on to today. And still it wasn't enough to stabilize an economy that is showing signs of even more weakening. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oil Prices Are CRUSHING The Economy (What You Need To Know) 760 760 Oil Prices Are CRUSHING The Economy (What You Need To Know) full 59f7e88c-9210-447e-a586-558597bf5139 https://share.transistor.fm/s/71594e9a Oil prices aren't inflationary, they're disinflationary. We are getting more proof right now as incoming data shows demand being destroyed. This is creating difficulties for the US economy on top of severe strain around the rest of the world. Several key markets are picking up the distress, too. 

Eurodollar University's Money & Macro Analysis

S&P Global Flash US Composite PMI https://www.pmi.spglobal.com/Public/Home/PressRelease/2a6d069e95b3402f85a5e44e3ff49917

Federal Reserve Financial Stability Report April 2024
https://www.federalreserve.gov/publications/files/financial-stability-report-20240419.pdf

Bloomberg China Is Front and Center of Gold’s Record-Breaking Rally
https://www.bloomberg.com/news/articles/2024-04-21/china-is-front-and-center-of-gold-s-record-breaking-rally

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Oil prices aren't inflationary, they're disinflationary. We are getting more proof right now as incoming data shows demand being destroyed. This is creating difficulties for the US economy on top of severe strain around the rest of the world. Several key markets are picking up the distress, too. 

Eurodollar University's Money & Macro Analysis

S&P Global Flash US Composite PMI https://www.pmi.spglobal.com/Public/Home/PressRelease/2a6d069e95b3402f85a5e44e3ff49917

Federal Reserve Financial Stability Report April 2024
https://www.federalreserve.gov/publications/files/financial-stability-report-20240419.pdf

Bloomberg China Is Front and Center of Gold’s Record-Breaking Rally
https://www.bloomberg.com/news/articles/2024-04-21/china-is-front-and-center-of-gold-s-record-breaking-rally

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 24 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1076 Oil prices aren't inflationary, they're disinflationary. We are getting more proof right now as incoming data shows demand being destroyed. This is creating difficulties for the US economy on top of severe strain around the rest of the world. Several key markets are picking up the distress, too. 

Eurodollar University's Money & Macro Analysis

S&P Global Flash US Composite PMI https://www.pmi.spglobal.com/Public/Home/PressRelease/2a6d069e95b3402f85a5e44e3ff49917

Federal Reserve Financial Stability Report April 2024
https://www.federalreserve.gov/publications/files/financial-stability-report-20240419.pdf

Bloomberg China Is Front and Center of Gold’s Record-Breaking Rally
https://www.bloomberg.com/news/articles/2024-04-21/china-is-front-and-center-of-gold-s-record-breaking-rally

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: Fed’s Financial Stability Report Just Dropped (What You Need To Know) 759 759 BREAKING: Fed’s Financial Stability Report Just Dropped (What You Need To Know) full 8b52ced6-62a9-4017-a907-483e8abd6b3b https://share.transistor.fm/s/67433b79 The Fed's latest semi-annual report on financial risks contains a couple of important updates. First, we get a sense of where the systemic attempt to deal with the downside to the commercial real estate bubble stands. That also feeds into the most recent updates on US banks and the deteriorating credit environment. Plus, we also take a look at why the Fed's report singled-out the stock market and what that means. 

Eurodollar University's Money & Macro Analysis

Federal Reserve Financial Stability Report April 2024
https://www.federalreserve.gov/publications/files/financial-stability-report-20240419.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Fed's latest semi-annual report on financial risks contains a couple of important updates. First, we get a sense of where the systemic attempt to deal with the downside to the commercial real estate bubble stands. That also feeds into the most recent updates on US banks and the deteriorating credit environment. Plus, we also take a look at why the Fed's report singled-out the stock market and what that means. 

Eurodollar University's Money & Macro Analysis

Federal Reserve Financial Stability Report April 2024
https://www.federalreserve.gov/publications/files/financial-stability-report-20240419.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 23 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1149 The Fed's latest semi-annual report on financial risks contains a couple of important updates. First, we get a sense of where the systemic attempt to deal with the downside to the commercial real estate bubble stands. That also feeds into the most recent updates on US banks and the deteriorating credit environment. Plus, we also take a look at why the Fed's report singled-out the stock market and what that means. 

Eurodollar University's Money & Macro Analysis

Federal Reserve Financial Stability Report April 2024
https://www.federalreserve.gov/publications/files/financial-stability-report-20240419.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No They Can't Hide It Anymore 758 758 They Can't Hide It Anymore full 1bfc5cb4-d124-471b-8b4e-9007c9f23631 https://share.transistor.fm/s/2a09ae36 There is a tendency to conflate the behavior of consumer prices with the condition of the economy. With the current mania over recent CPIs in full bloom, fears extend into the real economy. Is it really "too hot?" Recent data from the Federal Reserve itself actually helps separate the facts from the misperceptions. 

Eurodollar University's conversations w/Steve Van Metre

Beige Book April 2024
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20240417.pdf

https://www.eurodollar.university

]]> There is a tendency to conflate the behavior of consumer prices with the condition of the economy. With the current mania over recent CPIs in full bloom, fears extend into the real economy. Is it really "too hot?" Recent data from the Federal Reserve itself actually helps separate the facts from the misperceptions. 

Eurodollar University's conversations w/Steve Van Metre

Beige Book April 2024
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20240417.pdf

https://www.eurodollar.university

]]> Mon, 22 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1121 There is a tendency to conflate the behavior of consumer prices with the condition of the economy. With the current mania over recent CPIs in full bloom, fears extend into the real economy. Is it really "too hot?" Recent data from the Federal Reserve itself actually helps separate the facts from the misperceptions. 

Eurodollar University's conversations w/Steve Van Metre

Beige Book April 2024
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20240417.pdf

https://www.eurodollar.university

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No 100% Proof Rate Hikes DON'T Work 757 757 100% Proof Rate Hikes DON'T Work full b441fcc8-36e1-4f72-8aa0-3596db2cb35e https://share.transistor.fm/s/c6752f73 The world is starting to get the idea that rate hikes are not all they're cracked up to be. Yet, we're forced to focus endlessly on the Federal Reserve's interest rate policies. Why? The answer is really simple. More importantly, what's really going on in the economy? That answer is also pretty simple, too.

Eurodollar University's Money & Macro Analysis

Jay Powell Jackson Hole August 2023 Inflation: Progress and the Path Ahead
https://www.federalreserve.gov/newsevents/speech/powell20230825a.htm

FOMC Transcript July 2014
https://www.federalreserve.gov/monetarypolicy/files/FOMC20140730meeting.pdf

Ben Bernanke Jan 2009 The Crisis and the Policy Response
https://www.federalreserve.gov/newsevents/speech/bernanke20090113a.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The world is starting to get the idea that rate hikes are not all they're cracked up to be. Yet, we're forced to focus endlessly on the Federal Reserve's interest rate policies. Why? The answer is really simple. More importantly, what's really going on in the economy? That answer is also pretty simple, too.

Eurodollar University's Money & Macro Analysis

Jay Powell Jackson Hole August 2023 Inflation: Progress and the Path Ahead
https://www.federalreserve.gov/newsevents/speech/powell20230825a.htm

FOMC Transcript July 2014
https://www.federalreserve.gov/monetarypolicy/files/FOMC20140730meeting.pdf

Ben Bernanke Jan 2009 The Crisis and the Policy Response
https://www.federalreserve.gov/newsevents/speech/bernanke20090113a.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 21 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1152 The world is starting to get the idea that rate hikes are not all they're cracked up to be. Yet, we're forced to focus endlessly on the Federal Reserve's interest rate policies. Why? The answer is really simple. More importantly, what's really going on in the economy? That answer is also pretty simple, too.

Eurodollar University's Money & Macro Analysis

Jay Powell Jackson Hole August 2023 Inflation: Progress and the Path Ahead
https://www.federalreserve.gov/newsevents/speech/powell20230825a.htm

FOMC Transcript July 2014
https://www.federalreserve.gov/monetarypolicy/files/FOMC20140730meeting.pdf

Ben Bernanke Jan 2009 The Crisis and the Policy Response
https://www.federalreserve.gov/newsevents/speech/bernanke20090113a.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Proof The Fed is FLAT Out Lying to You 756 756 Proof The Fed is FLAT Out Lying to You full 4b5ab94c-a30c-43eb-8dd2-f43f77c8ccb8 https://share.transistor.fm/s/c4e71336 The Fed is all over the place, flip-flopping sometimes within a matter of weeks. They're confident about inflation then they're not. What's the real reason for so much back and forth, the obvious insecurity? It's the story no one really knows and what actually ties the current day with the past Great Inflation. 

Eurodollar University's Money & Macro Analysis

CSPAN William Proxmire
https://www.c-span.org/video/?322377-1/political-career-senator-william-proxmire

https://www.c-span.org/video/?39834-1/government-waste

https://www.c-span.org/video/?c4704392/sen-william-proxmire

Hutchinson v Proxmire
https://www.oyez.org/cases/1978/78-680

Federal Reserve Memo Nov 6, 1973 & letter from Arthur Burns to Senator Proxmire
https://fraser.stlouisfed.org/files/docs/historical/burns/Burns_19731106.pdf

NYT Dec 2, 1975 Proxmire Would Curtail Banks
https://www.nytimes.com/1975/12/02/archives/proxmire-would-curtail-banks.html

FOMC Transcript July 1981
https://www.federalreserve.gov/monetarypolicy/files/FOMC19810707meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Fed is all over the place, flip-flopping sometimes within a matter of weeks. They're confident about inflation then they're not. What's the real reason for so much back and forth, the obvious insecurity? It's the story no one really knows and what actually ties the current day with the past Great Inflation. 

Eurodollar University's Money & Macro Analysis

CSPAN William Proxmire
https://www.c-span.org/video/?322377-1/political-career-senator-william-proxmire

https://www.c-span.org/video/?39834-1/government-waste

https://www.c-span.org/video/?c4704392/sen-william-proxmire

Hutchinson v Proxmire
https://www.oyez.org/cases/1978/78-680

Federal Reserve Memo Nov 6, 1973 & letter from Arthur Burns to Senator Proxmire
https://fraser.stlouisfed.org/files/docs/historical/burns/Burns_19731106.pdf

NYT Dec 2, 1975 Proxmire Would Curtail Banks
https://www.nytimes.com/1975/12/02/archives/proxmire-would-curtail-banks.html

FOMC Transcript July 1981
https://www.federalreserve.gov/monetarypolicy/files/FOMC19810707meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 19 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1059 The Fed is all over the place, flip-flopping sometimes within a matter of weeks. They're confident about inflation then they're not. What's the real reason for so much back and forth, the obvious insecurity? It's the story no one really knows and what actually ties the current day with the past Great Inflation. 

Eurodollar University's Money & Macro Analysis

CSPAN William Proxmire
https://www.c-span.org/video/?322377-1/political-career-senator-william-proxmire

https://www.c-span.org/video/?39834-1/government-waste

https://www.c-span.org/video/?c4704392/sen-william-proxmire

Hutchinson v Proxmire
https://www.oyez.org/cases/1978/78-680

Federal Reserve Memo Nov 6, 1973 & letter from Arthur Burns to Senator Proxmire
https://fraser.stlouisfed.org/files/docs/historical/burns/Burns_19731106.pdf

NYT Dec 2, 1975 Proxmire Would Curtail Banks
https://www.nytimes.com/1975/12/02/archives/proxmire-would-curtail-banks.html

FOMC Transcript July 1981
https://www.federalreserve.gov/monetarypolicy/files/FOMC19810707meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No New Housing Data Down 15% In One MONTH! 755 755 New Housing Data Down 15% In One MONTH! full 8b8da0eb-6c6b-4fb9-b5f9-fc971ed76e4d https://share.transistor.fm/s/25212479 EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Updates from the US housing and energy sectors heavily rebuff the idea reflation. There is supposed to be resurgent demand when new data shows the opposite, including a shocking crash in one critical segment. Not only do they contradict reflation, these also expose the CPI. 

Eurodollar University's Money & Macro Analysis

Rent.com The Rent Report April 2024
https://www.rent.com/research/average-rent-price-report/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Updates from the US housing and energy sectors heavily rebuff the idea reflation. There is supposed to be resurgent demand when new data shows the opposite, including a shocking crash in one critical segment. Not only do they contradict reflation, these also expose the CPI. 

Eurodollar University's Money & Macro Analysis

Rent.com The Rent Report April 2024
https://www.rent.com/research/average-rent-price-report/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 18 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 974 EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Updates from the US housing and energy sectors heavily rebuff the idea reflation. There is supposed to be resurgent demand when new data shows the opposite, including a shocking crash in one critical segment. Not only do they contradict reflation, these also expose the CPI. 

Eurodollar University's Money & Macro Analysis

Rent.com The Rent Report April 2024
https://www.rent.com/research/average-rent-price-report/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Has The Government Debt Crisis Finally Started? 754 754 Has The Government Debt Crisis Finally Started? full ea70332c-d598-42f3-a4ea-abb69fda06d6 https://share.transistor.fm/s/487ca585 EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

UST yields are up somewhat sharply since early April, raising questions as to why that is. High on the public list of suspects is a government bond crisis for obvious Uncle Sam insanity reasons. Others point to possible reflation in higher yields. We do have a solid, historically validated answer for Treasuries, but it's written in German. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

UST yields are up somewhat sharply since early April, raising questions as to why that is. High on the public list of suspects is a government bond crisis for obvious Uncle Sam insanity reasons. Others point to possible reflation in higher yields. We do have a solid, historically validated answer for Treasuries, but it's written in German. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 17 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1084 EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

UST yields are up somewhat sharply since early April, raising questions as to why that is. High on the public list of suspects is a government bond crisis for obvious Uncle Sam insanity reasons. Others point to possible reflation in higher yields. We do have a solid, historically validated answer for Treasuries, but it's written in German. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oh Sh*t, The Narrative has COMPLETELY flipped 753 753 Oh Sh*t, The Narrative has COMPLETELY flipped full 2b8ddd51-af82-42c2-aac7-c8d27cd8c6b2 https://share.transistor.fm/s/5abc6dfd EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Higher (slightly) interest rates and a couple rising commodities has brought back the reflation trade. For those to be valid, there would have to be widespread confirmation that a meaningful pickup in demand is brewing. Instead, there are huge holes including the most critical signal of them all. 

Eurodollar University's Money & Macro Analysis

Mining.com  Global copper smelters less active after China’s planned output cuts
https://www.mining.com/web/global-copper-smelters-less-active-after-chinas-planned-output-cuts/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Higher (slightly) interest rates and a couple rising commodities has brought back the reflation trade. For those to be valid, there would have to be widespread confirmation that a meaningful pickup in demand is brewing. Instead, there are huge holes including the most critical signal of them all. 

Eurodollar University's Money & Macro Analysis

Mining.com  Global copper smelters less active after China’s planned output cuts
https://www.mining.com/web/global-copper-smelters-less-active-after-chinas-planned-output-cuts/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 16 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1117 EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Higher (slightly) interest rates and a couple rising commodities has brought back the reflation trade. For those to be valid, there would have to be widespread confirmation that a meaningful pickup in demand is brewing. Instead, there are huge holes including the most critical signal of them all. 

Eurodollar University's Money & Macro Analysis

Mining.com  Global copper smelters less active after China’s planned output cuts
https://www.mining.com/web/global-copper-smelters-less-active-after-chinas-planned-output-cuts/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Chinese Banking System is COLLAPSING 752 752 The Chinese Banking System is COLLAPSING full ecc7f368-cab1-4967-b49c-467c1f8cce25 https://share.transistor.fm/s/9e5985ae Is the Great Migration about to get worse? The answer starts in China where just the week the country already reported a sharp fall in consumer prices. CNY is down and so are government bond yields there. The Chinese also said the economy suffered a big drop in exports and then suffered a record low growth rate for lending. Banking woes, trade setbacks, further declines in growth and inflation expectations. The rest of the world is going to feel the effects.

Eurodollar University's Money & Macro Analysis

S&P Global Ratings
https://www.spglobal.com/ratings/en/research/articles/231127-economic-research-economic-outlook-emerging-markets-q1-2024-challenging-global-conditions-will-constrain-gr-12923458

Fitch Ratings Fitch Revises Outlook on China to Negative; Affirms at 'A+'
https://www.fitchratings.com/research/sovereigns/fitch-revises-outlook-on-china-to-negative-affirms-at-a-09-04-2024

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Is the Great Migration about to get worse? The answer starts in China where just the week the country already reported a sharp fall in consumer prices. CNY is down and so are government bond yields there. The Chinese also said the economy suffered a big drop in exports and then suffered a record low growth rate for lending. Banking woes, trade setbacks, further declines in growth and inflation expectations. The rest of the world is going to feel the effects.

Eurodollar University's Money & Macro Analysis

S&P Global Ratings
https://www.spglobal.com/ratings/en/research/articles/231127-economic-research-economic-outlook-emerging-markets-q1-2024-challenging-global-conditions-will-constrain-gr-12923458

Fitch Ratings Fitch Revises Outlook on China to Negative; Affirms at 'A+'
https://www.fitchratings.com/research/sovereigns/fitch-revises-outlook-on-china-to-negative-affirms-at-a-09-04-2024

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 15 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1042 Is the Great Migration about to get worse? The answer starts in China where just the week the country already reported a sharp fall in consumer prices. CNY is down and so are government bond yields there. The Chinese also said the economy suffered a big drop in exports and then suffered a record low growth rate for lending. Banking woes, trade setbacks, further declines in growth and inflation expectations. The rest of the world is going to feel the effects.

Eurodollar University's Money & Macro Analysis

S&P Global Ratings
https://www.spglobal.com/ratings/en/research/articles/231127-economic-research-economic-outlook-emerging-markets-q1-2024-challenging-global-conditions-will-constrain-gr-12923458

Fitch Ratings Fitch Revises Outlook on China to Negative; Affirms at 'A+'
https://www.fitchratings.com/research/sovereigns/fitch-revises-outlook-on-china-to-negative-affirms-at-a-09-04-2024

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Fed Reports "People Now Unable to Pay Off Credit Card Debt" 751 751 Fed Reports "People Now Unable to Pay Off Credit Card Debt" full a5af2cb9-114b-42a0-8780-3feb88d54fa2 https://share.transistor.fm/s/17c3e7fb The economy is doing just fine according to many statistics, but according to most people it is anything but. Those aren't just idle malcontents, either. A fundamental fact of the current state of the world is that it will have to reckon for that economic pain and substantial loss. Many now merely believe that worst is behind is, but what if it is still lying just ahead?

Eurodollar University's conversations w/Steve Van Metre

FRB Philadelphia Q4 2023 Insights Report
https://www.philadelphiafed.org/surveys-and-data/2023-q4-large-bank

JP Morgan Chase Q1 2024 earnings
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2024/1st-quarter/6678012b-9242-492b-acd0-1473eabade3c.pdf

Citigroup Q1 2024 earnings
https://www.citigroup.com/rcs/citigpa/storage/public/Earnings/Q12024/2024prq1.pdf

Wells Fargo Q1 2024 earnings
https://www08.wellsfargomedia.com/assets/pdf/about/investor-relations/earnings/first-quarter-2024-earnings.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The economy is doing just fine according to many statistics, but according to most people it is anything but. Those aren't just idle malcontents, either. A fundamental fact of the current state of the world is that it will have to reckon for that economic pain and substantial loss. Many now merely believe that worst is behind is, but what if it is still lying just ahead?

Eurodollar University's conversations w/Steve Van Metre

FRB Philadelphia Q4 2023 Insights Report
https://www.philadelphiafed.org/surveys-and-data/2023-q4-large-bank

JP Morgan Chase Q1 2024 earnings
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2024/1st-quarter/6678012b-9242-492b-acd0-1473eabade3c.pdf

Citigroup Q1 2024 earnings
https://www.citigroup.com/rcs/citigpa/storage/public/Earnings/Q12024/2024prq1.pdf

Wells Fargo Q1 2024 earnings
https://www08.wellsfargomedia.com/assets/pdf/about/investor-relations/earnings/first-quarter-2024-earnings.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 14 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1070 The economy is doing just fine according to many statistics, but according to most people it is anything but. Those aren't just idle malcontents, either. A fundamental fact of the current state of the world is that it will have to reckon for that economic pain and substantial loss. Many now merely believe that worst is behind is, but what if it is still lying just ahead?

Eurodollar University's conversations w/Steve Van Metre

FRB Philadelphia Q4 2023 Insights Report
https://www.philadelphiafed.org/surveys-and-data/2023-q4-large-bank

JP Morgan Chase Q1 2024 earnings
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2024/1st-quarter/6678012b-9242-492b-acd0-1473eabade3c.pdf

Citigroup Q1 2024 earnings
https://www.citigroup.com/rcs/citigpa/storage/public/Earnings/Q12024/2024prq1.pdf

Wells Fargo Q1 2024 earnings
https://www08.wellsfargomedia.com/assets/pdf/about/investor-relations/earnings/first-quarter-2024-earnings.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China's Crisis Is Sending A Warning To The World 750 750 China's Crisis Is Sending A Warning To The World full 2053fd26-21fb-4841-8f0c-7c7a1e741498 https://share.transistor.fm/s/8c4fb493 Yesterday's US CPI reignited the fierce debate over a possibly sticky inflation future. China just ended it by reminding the world of its stubborn deflationary present with the third largest monthly CPI drop in the last twenty years. Producer prices also decline which is a solidly disinflationary signal for China and the world regardless of the latest consumer price numbers from elsewhere. 

Eurodollar University's Money & Macro Analysis

China's NBS Consumer prices press release
https://www.stats.gov.cn/sj/zxfb/202404/t20240411_1954446.html

China's NBS Producer prices press release
https://www.stats.gov.cn/sj/zxfb/202404/t20240411_1954447.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Yesterday's US CPI reignited the fierce debate over a possibly sticky inflation future. China just ended it by reminding the world of its stubborn deflationary present with the third largest monthly CPI drop in the last twenty years. Producer prices also decline which is a solidly disinflationary signal for China and the world regardless of the latest consumer price numbers from elsewhere. 

Eurodollar University's Money & Macro Analysis

China's NBS Consumer prices press release
https://www.stats.gov.cn/sj/zxfb/202404/t20240411_1954446.html

China's NBS Producer prices press release
https://www.stats.gov.cn/sj/zxfb/202404/t20240411_1954447.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 12 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1102 Yesterday's US CPI reignited the fierce debate over a possibly sticky inflation future. China just ended it by reminding the world of its stubborn deflationary present with the third largest monthly CPI drop in the last twenty years. Producer prices also decline which is a solidly disinflationary signal for China and the world regardless of the latest consumer price numbers from elsewhere. 

Eurodollar University's Money & Macro Analysis

China's NBS Consumer prices press release
https://www.stats.gov.cn/sj/zxfb/202404/t20240411_1954446.html

China's NBS Producer prices press release
https://www.stats.gov.cn/sj/zxfb/202404/t20240411_1954447.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No New CPI Numbers Shock The Market! (Everything You Need To Know) 749 749 New CPI Numbers Shock The Market! (Everything You Need To Know) full 1c8ca1f5-4297-4a6f-9f1e-43069fed53cf https://share.transistor.fm/s/3d0e23c0 Another CPI comes in higher than expected. This isn't some harbinger of an impending price spiral, just the regular fluctuations in consumer prices driven largely by oil. It has stirred up inflation fears anyway in large part because it seems as if the CPI and especially the core rate is now stuck at a structurally higher rate. History cautions when making those assumptions.  

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Another CPI comes in higher than expected. This isn't some harbinger of an impending price spiral, just the regular fluctuations in consumer prices driven largely by oil. It has stirred up inflation fears anyway in large part because it seems as if the CPI and especially the core rate is now stuck at a structurally higher rate. History cautions when making those assumptions.  

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 11 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1119 Another CPI comes in higher than expected. This isn't some harbinger of an impending price spiral, just the regular fluctuations in consumer prices driven largely by oil. It has stirred up inflation fears anyway in large part because it seems as if the CPI and especially the core rate is now stuck at a structurally higher rate. History cautions when making those assumptions.  

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Goldman Sachs Makes MASSIVE Bet On Lower Interests Rates 748 748 Goldman Sachs Makes MASSIVE Bet On Lower Interests Rates full 631d9054-4c57-4f1f-b5d2-3e580eb55c87 https://share.transistor.fm/s/0f3c9ad7 EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Hawkish policymakers, oil prices, higher for longer all over the media. Why are banks, not just central banks, already cutting rates? Contrary to what you hear in the mainstream, policymakers aren't actually all that hawkish. More importantly, global markets are pricing more assertively for fragility not soft landing.

Eurodollar University's Money & Macro Analysis

Bloomberg Goldman’s Marcus Frontruns Fed With Rate Cut on Savings Account
https://www.bloomberg.com/news/articles/2024-04-04/goldman-s-marcus-frontruns-fed-with-rate-cut-on-savings-account

Bloomberg State Street Sees Half-Point Fed Rate Cut as Soon as June
https://www.bloomberg.com/news/articles/2024-04-09/state-street-sees-half-point-fed-rate-cut-as-soon-as-june

Bloomberg Fed’s Kashkari Floats Possibility of No Rate Cuts This Year
https://www.bloomberg.com/news/articles/2024-04-04/fed-s-kashkari-floats-possibility-of-no-rate-cuts-this-year

Bloomberg Fed’s Kashkari Sees Two Rate Cuts in 2024, Potentially Just One
https://www.bloomberg.com/news/articles/2024-03-06/fed-s-kashkari-sees-two-rate-cuts-in-2024-potentially-just-one

Reuters Inverted yield curve no longer reliable recession flag, strategists say
https://www.reuters.com/markets/us/inverted-yield-curve-no-longer-reliable-recession-flag-strategists-say-2024-03-12/

NFIB March 2024 report
https://www.nfib.com/surveys/small-business-economic-trends/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Hawkish policymakers, oil prices, higher for longer all over the media. Why are banks, not just central banks, already cutting rates? Contrary to what you hear in the mainstream, policymakers aren't actually all that hawkish. More importantly, global markets are pricing more assertively for fragility not soft landing.

Eurodollar University's Money & Macro Analysis

Bloomberg Goldman’s Marcus Frontruns Fed With Rate Cut on Savings Account
https://www.bloomberg.com/news/articles/2024-04-04/goldman-s-marcus-frontruns-fed-with-rate-cut-on-savings-account

Bloomberg State Street Sees Half-Point Fed Rate Cut as Soon as June
https://www.bloomberg.com/news/articles/2024-04-09/state-street-sees-half-point-fed-rate-cut-as-soon-as-june

Bloomberg Fed’s Kashkari Floats Possibility of No Rate Cuts This Year
https://www.bloomberg.com/news/articles/2024-04-04/fed-s-kashkari-floats-possibility-of-no-rate-cuts-this-year

Bloomberg Fed’s Kashkari Sees Two Rate Cuts in 2024, Potentially Just One
https://www.bloomberg.com/news/articles/2024-03-06/fed-s-kashkari-sees-two-rate-cuts-in-2024-potentially-just-one

Reuters Inverted yield curve no longer reliable recession flag, strategists say
https://www.reuters.com/markets/us/inverted-yield-curve-no-longer-reliable-recession-flag-strategists-say-2024-03-12/

NFIB March 2024 report
https://www.nfib.com/surveys/small-business-economic-trends/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 10 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1068 EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Hawkish policymakers, oil prices, higher for longer all over the media. Why are banks, not just central banks, already cutting rates? Contrary to what you hear in the mainstream, policymakers aren't actually all that hawkish. More importantly, global markets are pricing more assertively for fragility not soft landing.

Eurodollar University's Money & Macro Analysis

Bloomberg Goldman’s Marcus Frontruns Fed With Rate Cut on Savings Account
https://www.bloomberg.com/news/articles/2024-04-04/goldman-s-marcus-frontruns-fed-with-rate-cut-on-savings-account

Bloomberg State Street Sees Half-Point Fed Rate Cut as Soon as June
https://www.bloomberg.com/news/articles/2024-04-09/state-street-sees-half-point-fed-rate-cut-as-soon-as-june

Bloomberg Fed’s Kashkari Floats Possibility of No Rate Cuts This Year
https://www.bloomberg.com/news/articles/2024-04-04/fed-s-kashkari-floats-possibility-of-no-rate-cuts-this-year

Bloomberg Fed’s Kashkari Sees Two Rate Cuts in 2024, Potentially Just One
https://www.bloomberg.com/news/articles/2024-03-06/fed-s-kashkari-sees-two-rate-cuts-in-2024-potentially-just-one

Reuters Inverted yield curve no longer reliable recession flag, strategists say
https://www.reuters.com/markets/us/inverted-yield-curve-no-longer-reliable-recession-flag-strategists-say-2024-03-12/

NFIB March 2024 report
https://www.nfib.com/surveys/small-business-economic-trends/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oil Is About To Break The Economy 747 747 Oil Is About To Break The Economy full c2c9a17d-a8b0-4627-b2fe-d44e99c00ff0 https://share.transistor.fm/s/783fa300 EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

What if gold and oil are actually trading on the same outcome? Despite popular misconceptions, a non-economic oil shock like the one we're currently experiencing is NOT inflationary. On the contrary, history shows it will almost certainly be disinflationary because of the negative impact it has on the economy. And if that impact is negative enough, that will lead to sharply lower interest rates - the very factor driving gold to all-time highs.

Eurodollar University's Money & Macro Analysis

Bloomberg  The Gold Market Hunts for Answers Behind Bullion’s Sudden Surge
https://www.bloomberg.com/news/articles/2024-04-07/the-gold-market-hunts-for-answers-behind-bullion-s-sudden-surge?fromMostRead=true

Bernanke, Gertler, Stock Systematic Monetary Policy and the Effects of Oil Price Shocks
https://www.brookings.edu/wp-content/uploads/1997/01/1997a_bpea_bernanke_gertler_watson_sims_friedman.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

What if gold and oil are actually trading on the same outcome? Despite popular misconceptions, a non-economic oil shock like the one we're currently experiencing is NOT inflationary. On the contrary, history shows it will almost certainly be disinflationary because of the negative impact it has on the economy. And if that impact is negative enough, that will lead to sharply lower interest rates - the very factor driving gold to all-time highs.

Eurodollar University's Money & Macro Analysis

Bloomberg  The Gold Market Hunts for Answers Behind Bullion’s Sudden Surge
https://www.bloomberg.com/news/articles/2024-04-07/the-gold-market-hunts-for-answers-behind-bullion-s-sudden-surge?fromMostRead=true

Bernanke, Gertler, Stock Systematic Monetary Policy and the Effects of Oil Price Shocks
https://www.brookings.edu/wp-content/uploads/1997/01/1997a_bpea_bernanke_gertler_watson_sims_friedman.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 09 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1142 EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

What if gold and oil are actually trading on the same outcome? Despite popular misconceptions, a non-economic oil shock like the one we're currently experiencing is NOT inflationary. On the contrary, history shows it will almost certainly be disinflationary because of the negative impact it has on the economy. And if that impact is negative enough, that will lead to sharply lower interest rates - the very factor driving gold to all-time highs.

Eurodollar University's Money & Macro Analysis

Bloomberg  The Gold Market Hunts for Answers Behind Bullion’s Sudden Surge
https://www.bloomberg.com/news/articles/2024-04-07/the-gold-market-hunts-for-answers-behind-bullion-s-sudden-surge?fromMostRead=true

Bernanke, Gertler, Stock Systematic Monetary Policy and the Effects of Oil Price Shocks
https://www.brookings.edu/wp-content/uploads/1997/01/1997a_bpea_bernanke_gertler_watson_sims_friedman.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oil inflation Fears Going Viral (Everything You Need to Know) 746 746 Oil inflation Fears Going Viral (Everything You Need to Know) full dec00295-b0e9-451e-a44b-fa4c34f01fab https://share.transistor.fm/s/bd874335 EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Oil is up sharply as fears over a wider conflict in the Middle East continue to rise. Quite predictably, this has raised widespread concerns over renewed "inflation." But we just did this six months ago and that example shows what we should expect today and going forward. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Oil is up sharply as fears over a wider conflict in the Middle East continue to rise. Quite predictably, this has raised widespread concerns over renewed "inflation." But we just did this six months ago and that example shows what we should expect today and going forward. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 08 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1072 EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Oil is up sharply as fears over a wider conflict in the Middle East continue to rise. Quite predictably, this has raised widespread concerns over renewed "inflation." But we just did this six months ago and that example shows what we should expect today and going forward. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We Need to Talk About the Job Market Data ASAP 745 745 We Need to Talk About the Job Market Data ASAP full 5acee9c2-ee4c-4079-8889-a947af988c76 https://share.transistor.fm/s/04fbecbc EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Yet another blowout payroll number from the government. Even though the BLS's "other" employment estimates managed a sharp rebound on the month, the difference between the two has become intolerable. How do we know which one might be closer to reality? We make a bunch of comparisons to see which way the weight of evidence falls. 

Also, every month has 28 days.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Yet another blowout payroll number from the government. Even though the BLS's "other" employment estimates managed a sharp rebound on the month, the difference between the two has become intolerable. How do we know which one might be closer to reality? We make a bunch of comparisons to see which way the weight of evidence falls. 

Also, every month has 28 days.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 07 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1060 EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Yet another blowout payroll number from the government. Even though the BLS's "other" employment estimates managed a sharp rebound on the month, the difference between the two has become intolerable. How do we know which one might be closer to reality? We make a bunch of comparisons to see which way the weight of evidence falls. 

Also, every month has 28 days.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It's Over: China's Currency Has Never Done This Before 744 744 It's Over: China's Currency Has Never Done This Before full 0801d45b-bb1b-4fea-aba9-f916986edffc https://share.transistor.fm/s/2d7c32d5 EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

China's currency trading was wild yesterday, CNY moving just a few pips above the PBOC's daily limit. But then, the country closed down for the rest of this week leaving the whole world hanging as to what might happen next. Will yuan breach the daily band for the first time ever? Might the central bank relent like it usually does? More important than those, what does all this mean? The simplest "equation" in all economics holds the answer. 

Eurodollar University's Money & Macro Analysis

Japan Times Ex-finance official who warned of Japan's 2022 yen intervention sounds alarm
https://www.japantimes.co.jp/business/2024/04/03/markets/former-currency-chief-warns-of-yen-intervention/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

China's currency trading was wild yesterday, CNY moving just a few pips above the PBOC's daily limit. But then, the country closed down for the rest of this week leaving the whole world hanging as to what might happen next. Will yuan breach the daily band for the first time ever? Might the central bank relent like it usually does? More important than those, what does all this mean? The simplest "equation" in all economics holds the answer. 

Eurodollar University's Money & Macro Analysis

Japan Times Ex-finance official who warned of Japan's 2022 yen intervention sounds alarm
https://www.japantimes.co.jp/business/2024/04/03/markets/former-currency-chief-warns-of-yen-intervention/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 05 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1145 EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

China's currency trading was wild yesterday, CNY moving just a few pips above the PBOC's daily limit. But then, the country closed down for the rest of this week leaving the whole world hanging as to what might happen next. Will yuan breach the daily band for the first time ever? Might the central bank relent like it usually does? More important than those, what does all this mean? The simplest "equation" in all economics holds the answer. 

Eurodollar University's Money & Macro Analysis

Japan Times Ex-finance official who warned of Japan's 2022 yen intervention sounds alarm
https://www.japantimes.co.jp/business/2024/04/03/markets/former-currency-chief-warns-of-yen-intervention/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Things Are Escalating, Quickly... 743 743 Things Are Escalating, Quickly... full 91f6121d-806b-48d2-bf11-1f5db6daca77 https://share.transistor.fm/s/c5844b9a EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Monday's "strong" ISM manufacturing data sparked a whirlwind of inflation fear(mongering). Today's far more important and weak ISM non-manufacturing data barely took any notice. Why is that? The answer is obvious even though the latter series on services is far more important for the overall economy especially since these estimates for it are highly correlated with so many other critical variables. 

Eurodollar University's Money & Macro Analysis

Bloomberg June Fed Rate-Cut Odds Dip Below 50% After Strong ISM Data
https://www.bloomberg.com/news/articles/2024-04-01/treasury-yields-extend-climb-after-strong-ism-factory-gauges

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Monday's "strong" ISM manufacturing data sparked a whirlwind of inflation fear(mongering). Today's far more important and weak ISM non-manufacturing data barely took any notice. Why is that? The answer is obvious even though the latter series on services is far more important for the overall economy especially since these estimates for it are highly correlated with so many other critical variables. 

Eurodollar University's Money & Macro Analysis

Bloomberg June Fed Rate-Cut Odds Dip Below 50% After Strong ISM Data
https://www.bloomberg.com/news/articles/2024-04-01/treasury-yields-extend-climb-after-strong-ism-factory-gauges

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 04 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 959 EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Monday's "strong" ISM manufacturing data sparked a whirlwind of inflation fear(mongering). Today's far more important and weak ISM non-manufacturing data barely took any notice. Why is that? The answer is obvious even though the latter series on services is far more important for the overall economy especially since these estimates for it are highly correlated with so many other critical variables. 

Eurodollar University's Money & Macro Analysis

Bloomberg June Fed Rate-Cut Odds Dip Below 50% After Strong ISM Data
https://www.bloomberg.com/news/articles/2024-04-01/treasury-yields-extend-climb-after-strong-ism-factory-gauges

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We Need to Talk About the Bond Market Immediately 742 742 We Need to Talk About the Bond Market Immediately full 8af9d581-52b4-44bd-ac19-ba0eda1916a8 https://share.transistor.fm/s/f04443c6 EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

To hear everyone tell it, bond yields are surging. Losses in the marketplace are "piling up" allegedly because hawkish central bankers will be fighting inflation a lot longer than previously hoped since the economy is so insatiably red hot. Except, none of that is true; starting with bond yields. And we can check our work, too, in a way that actually touches the real world.

Eurodollar University's Money & Macro Analysis

Bloomberg Bond Market Sees Fewer Rate Cuts Than Fed, Deepening Losses
https://www.bloomberg.com/news/articles/2024-04-02/markets-back-to-seeing-fewer-rate-cuts-than-the-federal-reserve

Bloomberg Fed’s Daly Says Three Rate Cuts Is Reasonable Baseline for 2024
https://www.bloomberg.com/news/articles/2024-04-02/fed-s-daly-says-three-rate-cuts-is-reasonable-baseline-for-2024?srnd=fixed-income

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

To hear everyone tell it, bond yields are surging. Losses in the marketplace are "piling up" allegedly because hawkish central bankers will be fighting inflation a lot longer than previously hoped since the economy is so insatiably red hot. Except, none of that is true; starting with bond yields. And we can check our work, too, in a way that actually touches the real world.

Eurodollar University's Money & Macro Analysis

Bloomberg Bond Market Sees Fewer Rate Cuts Than Fed, Deepening Losses
https://www.bloomberg.com/news/articles/2024-04-02/markets-back-to-seeing-fewer-rate-cuts-than-the-federal-reserve

Bloomberg Fed’s Daly Says Three Rate Cuts Is Reasonable Baseline for 2024
https://www.bloomberg.com/news/articles/2024-04-02/fed-s-daly-says-three-rate-cuts-is-reasonable-baseline-for-2024?srnd=fixed-income

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 03 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1086 EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

To hear everyone tell it, bond yields are surging. Losses in the marketplace are "piling up" allegedly because hawkish central bankers will be fighting inflation a lot longer than previously hoped since the economy is so insatiably red hot. Except, none of that is true; starting with bond yields. And we can check our work, too, in a way that actually touches the real world.

Eurodollar University's Money & Macro Analysis

Bloomberg Bond Market Sees Fewer Rate Cuts Than Fed, Deepening Losses
https://www.bloomberg.com/news/articles/2024-04-02/markets-back-to-seeing-fewer-rate-cuts-than-the-federal-reserve

Bloomberg Fed’s Daly Says Three Rate Cuts Is Reasonable Baseline for 2024
https://www.bloomberg.com/news/articles/2024-04-02/fed-s-daly-says-three-rate-cuts-is-reasonable-baseline-for-2024?srnd=fixed-income

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Gold Surges To All-Time Highs (Everything You Need to Know) 741 741 Gold Surges To All-Time Highs (Everything You Need to Know) full 81762584-4e4e-4f34-a31b-aa31e46630c9 https://share.transistor.fm/s/c708cadb EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Gold continues to soar, hitting almost as many record highs as stocks. And that's a problem because unlike stocks gold tends to be a useful indicator and warning sign. There are three theories as to what's behind the golden surge. Here we examine the evidence and consistency of all three. 

Eurodollar University's Money & Macro Analysis

FRB Chair Jerome Powell Testimony to Senate Banking Committee March 7, 2024
https://www.c-span.org/video/?533955-1/federal-reserve-chair-testifies-monetary-policy-economy

CommercialEdge March 2024 Office Report
https://www.commercialedge.com/blog/national-office-report/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Gold continues to soar, hitting almost as many record highs as stocks. And that's a problem because unlike stocks gold tends to be a useful indicator and warning sign. There are three theories as to what's behind the golden surge. Here we examine the evidence and consistency of all three. 

Eurodollar University's Money & Macro Analysis

FRB Chair Jerome Powell Testimony to Senate Banking Committee March 7, 2024
https://www.c-span.org/video/?533955-1/federal-reserve-chair-testifies-monetary-policy-economy

CommercialEdge March 2024 Office Report
https://www.commercialedge.com/blog/national-office-report/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 02 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1163 EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Gold continues to soar, hitting almost as many record highs as stocks. And that's a problem because unlike stocks gold tends to be a useful indicator and warning sign. There are three theories as to what's behind the golden surge. Here we examine the evidence and consistency of all three. 

Eurodollar University's Money & Macro Analysis

FRB Chair Jerome Powell Testimony to Senate Banking Committee March 7, 2024
https://www.c-span.org/video/?533955-1/federal-reserve-chair-testifies-monetary-policy-economy

CommercialEdge March 2024 Office Report
https://www.commercialedge.com/blog/national-office-report/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No How Bank Reserves Affect Liquidity (Macro Alf) 740 740 How Bank Reserves Affect Liquidity (Macro Alf) full e72c2547-a0d7-4b0e-905d-72b5bf1065df https://share.transistor.fm/s/3f816ce2 It is critical to understand what is happening in China first of all. The country is suffering from a confluence of longer-term structural imbalances butting up against near-term strategies ostensibly aimed at minimizing the fallout. The risks are complex though in broad terms pretty easy to sketch out. They include potential impacts on global liquidity, one of the most misunderstood topics in finance. 

If are interested in Alf’s Macro Investment Fund, drop him an email for information at this address: fund@themacrocompass.com 

Alf’s Course: TheMacroCompass.substack.com 

Other Courses: https://themacrocompass.org/courses/

Eurodollar University's conversations w/Alfonso Peccatiello

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> It is critical to understand what is happening in China first of all. The country is suffering from a confluence of longer-term structural imbalances butting up against near-term strategies ostensibly aimed at minimizing the fallout. The risks are complex though in broad terms pretty easy to sketch out. They include potential impacts on global liquidity, one of the most misunderstood topics in finance. 

If are interested in Alf’s Macro Investment Fund, drop him an email for information at this address: fund@themacrocompass.com 

Alf’s Course: TheMacroCompass.substack.com 

Other Courses: https://themacrocompass.org/courses/

Eurodollar University's conversations w/Alfonso Peccatiello

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 01 Apr 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1250 It is critical to understand what is happening in China first of all. The country is suffering from a confluence of longer-term structural imbalances butting up against near-term strategies ostensibly aimed at minimizing the fallout. The risks are complex though in broad terms pretty easy to sketch out. They include potential impacts on global liquidity, one of the most misunderstood topics in finance. 

If are interested in Alf’s Macro Investment Fund, drop him an email for information at this address: fund@themacrocompass.com 

Alf’s Course: TheMacroCompass.substack.com 

Other Courses: https://themacrocompass.org/courses/

Eurodollar University's conversations w/Alfonso Peccatiello

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won't Believe What European Banks Are Doing 739 739 You Won't Believe What European Banks Are Doing full 262cc085-d9fc-4367-99b4-9edacd385f39 https://share.transistor.fm/s/f8cfb1cf CHECK OUT EURODOLLAR UNIVERSITY'S SPRING SALE
https://www.eurodollar.university/sales-page-spring

What is it with banks these days? Well, this time it may not be the bank themselves. According to the latest data from the ECB, European depositories are lending loads to non-banks over there. That's not a good sign and in this video you'll see why that is - and why it isn't just Europeans who should be seriously concerned. 

Eurodollar University's Money & Macro Analysis

ECB Manual on MFI statistics
https://www.ecb.europa.eu/pub/pdf/other/ecb.manualmfibalancesheetstatistics202402~8e4fc2ccca.en.pdf

ECB November 2023 Financial Stability Review
https://www.ecb.europa.eu/press/financial-stability-publications/fsr/html/ecb.fsr202311~bfe9d7c565.en.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> CHECK OUT EURODOLLAR UNIVERSITY'S SPRING SALE
https://www.eurodollar.university/sales-page-spring

What is it with banks these days? Well, this time it may not be the bank themselves. According to the latest data from the ECB, European depositories are lending loads to non-banks over there. That's not a good sign and in this video you'll see why that is - and why it isn't just Europeans who should be seriously concerned. 

Eurodollar University's Money & Macro Analysis

ECB Manual on MFI statistics
https://www.ecb.europa.eu/pub/pdf/other/ecb.manualmfibalancesheetstatistics202402~8e4fc2ccca.en.pdf

ECB November 2023 Financial Stability Review
https://www.ecb.europa.eu/press/financial-stability-publications/fsr/html/ecb.fsr202311~bfe9d7c565.en.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 31 Mar 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1129 CHECK OUT EURODOLLAR UNIVERSITY'S SPRING SALE
https://www.eurodollar.university/sales-page-spring

What is it with banks these days? Well, this time it may not be the bank themselves. According to the latest data from the ECB, European depositories are lending loads to non-banks over there. That's not a good sign and in this video you'll see why that is - and why it isn't just Europeans who should be seriously concerned. 

Eurodollar University's Money & Macro Analysis

ECB Manual on MFI statistics
https://www.ecb.europa.eu/pub/pdf/other/ecb.manualmfibalancesheetstatistics202402~8e4fc2ccca.en.pdf

ECB November 2023 Financial Stability Review
https://www.ecb.europa.eu/press/financial-stability-publications/fsr/html/ecb.fsr202311~bfe9d7c565.en.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Recession Is Here, And It's Worse Than You Think 738 738 The Recession Is Here, And It's Worse Than You Think full 32d35695-66b4-4959-9c66-143032b0edb0 https://share.transistor.fm/s/649a044d We keep getting more and more recession confirmation. Soft data comes in ugly and is easily corroborated by hard estimates from a variety of sources. The only part missing is the layoffs. Where are they? Part of the answer comes from hoarding, though the more important piece is not what you might think. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> We keep getting more and more recession confirmation. Soft data comes in ugly and is easily corroborated by hard estimates from a variety of sources. The only part missing is the layoffs. Where are they? Part of the answer comes from hoarding, though the more important piece is not what you might think. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 29 Mar 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1247 We keep getting more and more recession confirmation. Soft data comes in ugly and is easily corroborated by hard estimates from a variety of sources. The only part missing is the layoffs. Where are they? Part of the answer comes from hoarding, though the more important piece is not what you might think. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Japan Is Now Threatening MAJOR Intervention Against The Dollar 737 737 Japan Is Now Threatening MAJOR Intervention Against The Dollar full 0b2dc4f0-8289-4317-b512-a1ef8767bbae https://share.transistor.fm/s/bab63d8f The Japanese are really getting bothered by weakness in the yen. But where is it coming from, and what might be done about it? Officials in Tokyo are threatening to intervene again, but a review of past interventions shows not just the folly of any attempt, better yet some useful clues about what's really happening here. It isn't Japan.

Eurodollar University's Money & Macro Analysis

Bloomberg Japan Amps Up Intervention Threat as Yen Hits Lowest Since 1990
https://www.bloomberg.com/news/articles/2024-03-27/yen-drops-to-lowest-since-1990-amid-intervention-speculation

NYT Sept 1992 Agility Counts in Currency Chaos
https://www.nytimes.com/1992/09/17/business/market-place-agility-counts-in-currency-chaos.html

Japan Ministry of Finance Foreign Exchange Operations
https://www.mof.go.jp/english/policy/international_policy/reference/feio/quarter/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Japanese are really getting bothered by weakness in the yen. But where is it coming from, and what might be done about it? Officials in Tokyo are threatening to intervene again, but a review of past interventions shows not just the folly of any attempt, better yet some useful clues about what's really happening here. It isn't Japan.

Eurodollar University's Money & Macro Analysis

Bloomberg Japan Amps Up Intervention Threat as Yen Hits Lowest Since 1990
https://www.bloomberg.com/news/articles/2024-03-27/yen-drops-to-lowest-since-1990-amid-intervention-speculation

NYT Sept 1992 Agility Counts in Currency Chaos
https://www.nytimes.com/1992/09/17/business/market-place-agility-counts-in-currency-chaos.html

Japan Ministry of Finance Foreign Exchange Operations
https://www.mof.go.jp/english/policy/international_policy/reference/feio/quarter/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 28 Mar 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1103 The Japanese are really getting bothered by weakness in the yen. But where is it coming from, and what might be done about it? Officials in Tokyo are threatening to intervene again, but a review of past interventions shows not just the folly of any attempt, better yet some useful clues about what's really happening here. It isn't Japan.

Eurodollar University's Money & Macro Analysis

Bloomberg Japan Amps Up Intervention Threat as Yen Hits Lowest Since 1990
https://www.bloomberg.com/news/articles/2024-03-27/yen-drops-to-lowest-since-1990-amid-intervention-speculation

NYT Sept 1992 Agility Counts in Currency Chaos
https://www.nytimes.com/1992/09/17/business/market-place-agility-counts-in-currency-chaos.html

Japan Ministry of Finance Foreign Exchange Operations
https://www.mof.go.jp/english/policy/international_policy/reference/feio/quarter/index.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What Stage Of The Recession Are We In 736 736 What Stage Of The Recession Are We In full 8cfa6eb0-b5d2-4dc2-adf2-b2ef5550b8e7 https://share.transistor.fm/s/2d651d6d As more signs of instability pile up around the world but also coming from inside the US. Those are evidence for the continuing downside to the supply shock, the same cycle, not a soft landing. What are the key differences? Employing a few critical datapoints it's easy to see how much of a divergence there already has been and what that likely means for the upcoming period. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> As more signs of instability pile up around the world but also coming from inside the US. Those are evidence for the continuing downside to the supply shock, the same cycle, not a soft landing. What are the key differences? Employing a few critical datapoints it's easy to see how much of a divergence there already has been and what that likely means for the upcoming period. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 27 Mar 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1183 As more signs of instability pile up around the world but also coming from inside the US. Those are evidence for the continuing downside to the supply shock, the same cycle, not a soft landing. What are the key differences? Employing a few critical datapoints it's easy to see how much of a divergence there already has been and what that likely means for the upcoming period. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Latest Banking Data PLUNGES At The Same Time China Did This 735 735 Latest Banking Data PLUNGES At The Same Time China Did This full 8dbd3036-22a2-405e-b4c1-a29ad9f53a1c https://share.transistor.fm/s/44f311d3 Something just hit the US banking system. Tons of cash gone from their balance sheet seemingly as they reallocate their assets. At the same time this is going on, the dollar has surged against primarily Asian currencies rocking those countries and leading to several government backlashes. Are these all related? The answer appears to be, yes.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Something just hit the US banking system. Tons of cash gone from their balance sheet seemingly as they reallocate their assets. At the same time this is going on, the dollar has surged against primarily Asian currencies rocking those countries and leading to several government backlashes. Are these all related? The answer appears to be, yes.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 26 Mar 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1137 Something just hit the US banking system. Tons of cash gone from their balance sheet seemingly as they reallocate their assets. At the same time this is going on, the dollar has surged against primarily Asian currencies rocking those countries and leading to several government backlashes. Are these all related? The answer appears to be, yes.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Target Gives MASSIVE Warning Of Consumer Behavior 734 734 Target Gives MASSIVE Warning Of Consumer Behavior full 5e471d72-9ce0-4031-9ae6-f0d1029b8246 https://share.transistor.fm/s/f7d6ad51 The bedrock assumption for a soft landing in the US is continued consumer spending. The economy around the world really needs Americans to keep spending at close to the same rate. Instead, more evidence is coming in that they are just out of gas. In addition to macro statistics, more retailers are confirming the downturn and no longer just those who sell to lower-income consumers.  

Eurodollar University's conversation w/Steve Van Metre

Target Introduces New Brand, dealworthy, Featuring Low Prices on Everyday Basics
https://corporate.target.com/press/release/2024/02/target-introduces-new-brand,-dealworthy,-featuring-low-prices-on-everyday-basics

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The bedrock assumption for a soft landing in the US is continued consumer spending. The economy around the world really needs Americans to keep spending at close to the same rate. Instead, more evidence is coming in that they are just out of gas. In addition to macro statistics, more retailers are confirming the downturn and no longer just those who sell to lower-income consumers.  

Eurodollar University's conversation w/Steve Van Metre

Target Introduces New Brand, dealworthy, Featuring Low Prices on Everyday Basics
https://corporate.target.com/press/release/2024/02/target-introduces-new-brand,-dealworthy,-featuring-low-prices-on-everyday-basics

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 25 Mar 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1125 The bedrock assumption for a soft landing in the US is continued consumer spending. The economy around the world really needs Americans to keep spending at close to the same rate. Instead, more evidence is coming in that they are just out of gas. In addition to macro statistics, more retailers are confirming the downturn and no longer just those who sell to lower-income consumers.  

Eurodollar University's conversation w/Steve Van Metre

Target Introduces New Brand, dealworthy, Featuring Low Prices on Everyday Basics
https://corporate.target.com/press/release/2024/02/target-introduces-new-brand,-dealworthy,-featuring-low-prices-on-everyday-basics

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No CLO Markets are on the Collapsing (liquidations starting) 733 733 CLO Markets are on the Collapsing (liquidations starting) full 2c2671c0-e8c5-4ac4-9137-018df9665aef https://share.transistor.fm/s/a69a73af It isn't prospective rate cuts, the downward bias in market interest rates comes from real risks in the global system. The biggest of those are US commercial real estate (CRE) and China. Key developments in both show that the situation is fragile and that difficulties are serious even if playing out mainly in the shadows. 

Eurodollar University's Money & Macro Analysis

Bloomberg Real Estate Pain Is Showing Up in an Obscure Investment Product
https://www.bloomberg.com/news/articles/2024-03-19/real-estate-pain-is-showing-up-in-collateralized-loan-obligations-clos

BloombergTV with Carson Block
https://www.bloomberg.com/news/videos/2024-03-19/carson-block-warms-to-blackstone-mortgage-trust-short-video

Bloomberg Short Seller Block Says He’s Even ‘More Bearish’ on Blackstone Mortgage Trust
https://www.bloomberg.com/news/articles/2024-03-19/block-says-he-s-even-more-bearish-on-blackstone-mortgage-trust

SCMP China Vanke secures US$194 million loan from Industrial Bank in brief respite for troubled property developer
https://www.scmp.com/business/article/3256021/china-vanke-secures-us194-million-loan-industrial-bank-brief-respite-troubled-property-developer

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> It isn't prospective rate cuts, the downward bias in market interest rates comes from real risks in the global system. The biggest of those are US commercial real estate (CRE) and China. Key developments in both show that the situation is fragile and that difficulties are serious even if playing out mainly in the shadows. 

Eurodollar University's Money & Macro Analysis

Bloomberg Real Estate Pain Is Showing Up in an Obscure Investment Product
https://www.bloomberg.com/news/articles/2024-03-19/real-estate-pain-is-showing-up-in-collateralized-loan-obligations-clos

BloombergTV with Carson Block
https://www.bloomberg.com/news/videos/2024-03-19/carson-block-warms-to-blackstone-mortgage-trust-short-video

Bloomberg Short Seller Block Says He’s Even ‘More Bearish’ on Blackstone Mortgage Trust
https://www.bloomberg.com/news/articles/2024-03-19/block-says-he-s-even-more-bearish-on-blackstone-mortgage-trust

SCMP China Vanke secures US$194 million loan from Industrial Bank in brief respite for troubled property developer
https://www.scmp.com/business/article/3256021/china-vanke-secures-us194-million-loan-industrial-bank-brief-respite-troubled-property-developer

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 24 Mar 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1234 It isn't prospective rate cuts, the downward bias in market interest rates comes from real risks in the global system. The biggest of those are US commercial real estate (CRE) and China. Key developments in both show that the situation is fragile and that difficulties are serious even if playing out mainly in the shadows. 

Eurodollar University's Money & Macro Analysis

Bloomberg Real Estate Pain Is Showing Up in an Obscure Investment Product
https://www.bloomberg.com/news/articles/2024-03-19/real-estate-pain-is-showing-up-in-collateralized-loan-obligations-clos

BloombergTV with Carson Block
https://www.bloomberg.com/news/videos/2024-03-19/carson-block-warms-to-blackstone-mortgage-trust-short-video

Bloomberg Short Seller Block Says He’s Even ‘More Bearish’ on Blackstone Mortgage Trust
https://www.bloomberg.com/news/articles/2024-03-19/block-says-he-s-even-more-bearish-on-blackstone-mortgage-trust

SCMP China Vanke secures US$194 million loan from Industrial Bank in brief respite for troubled property developer
https://www.scmp.com/business/article/3256021/china-vanke-secures-us194-million-loan-industrial-bank-brief-respite-troubled-property-developer

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Swiss Central Bank Just Sent a Warning to the World 732 732 Swiss Central Bank Just Sent a Warning to the World full 5914aeaa-a11a-4bde-bb0b-afb954f1ee47 https://share.transistor.fm/s/81455ea2 Few were expecting anything more than a few franc sales from the Swiss National Bank today. Instead, the SNB boldly cut its ST rate specifically because it knows what's coming from around the rest of the world. And that doesn't mean inflation in Switzerland or anywhere else.

Eurodollar University's Money & Macro Analysis

SNB Monetary Policy Assessment March 21, 2024
https://www.snb.ch/en/publications/communication/press-releases-restricted/pre_20240321

SNB Introductory remarks, news conferencehttps://www.snb.ch/en/publications/communication/speeches-restricted/ref_20240321_tjnmslanmar

Taiwan Ministry of Economic Affairs
https://www.moea.gov.tw/Mns/dos_e/bulletin/Bulletin_En.aspx?kind=14&html=1&menu_id=6744&bull_id=16037

ECB Combined monetary policy decisions and statement 7 March 2024
https://www.ecb.europa.eu/press/pressconf/shared/pdf/ecb.ds240307~8e06c79bf2.en.pdf?e86e578f1a99fdaa095a37dc4f1f6355

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Few were expecting anything more than a few franc sales from the Swiss National Bank today. Instead, the SNB boldly cut its ST rate specifically because it knows what's coming from around the rest of the world. And that doesn't mean inflation in Switzerland or anywhere else.

Eurodollar University's Money & Macro Analysis

SNB Monetary Policy Assessment March 21, 2024
https://www.snb.ch/en/publications/communication/press-releases-restricted/pre_20240321

SNB Introductory remarks, news conferencehttps://www.snb.ch/en/publications/communication/speeches-restricted/ref_20240321_tjnmslanmar

Taiwan Ministry of Economic Affairs
https://www.moea.gov.tw/Mns/dos_e/bulletin/Bulletin_En.aspx?kind=14&html=1&menu_id=6744&bull_id=16037

ECB Combined monetary policy decisions and statement 7 March 2024
https://www.ecb.europa.eu/press/pressconf/shared/pdf/ecb.ds240307~8e06c79bf2.en.pdf?e86e578f1a99fdaa095a37dc4f1f6355

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 22 Mar 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1115 Few were expecting anything more than a few franc sales from the Swiss National Bank today. Instead, the SNB boldly cut its ST rate specifically because it knows what's coming from around the rest of the world. And that doesn't mean inflation in Switzerland or anywhere else.

Eurodollar University's Money & Macro Analysis

SNB Monetary Policy Assessment March 21, 2024
https://www.snb.ch/en/publications/communication/press-releases-restricted/pre_20240321

SNB Introductory remarks, news conferencehttps://www.snb.ch/en/publications/communication/speeches-restricted/ref_20240321_tjnmslanmar

Taiwan Ministry of Economic Affairs
https://www.moea.gov.tw/Mns/dos_e/bulletin/Bulletin_En.aspx?kind=14&html=1&menu_id=6744&bull_id=16037

ECB Combined monetary policy decisions and statement 7 March 2024
https://www.ecb.europa.eu/press/pressconf/shared/pdf/ecb.ds240307~8e06c79bf2.en.pdf?e86e578f1a99fdaa095a37dc4f1f6355

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Everything You Need to Know About The Fed Report 731 731 Everything You Need to Know About The Fed Report full 33297d3d-f7d6-496d-8d4c-8826eee66056 https://share.transistor.fm/s/5324eb31 A wild FOMC meeting triggered by a rejiggering of the dots. Those don't really matter except as insight into how confused policymakers have become. Why are they confused? Rate hikes don't appear to be working, so they are having a hard time deciding what should happen next. Markets aren't so conflicted, only about the likeliest path for ST rates. 

Eurodollar University's Money & Macro Analysis

FOMC March 2024 Policy Statement
https://www.federalreserve.gov/monetarypolicy/files/monetary20240320a1.pdf

FOMC March 2024 Summary of Economic Projections
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20240320.pdf

CSPAN: President Biden Campaign Remarks March 8, 2024
https://www.c-span.org/video/?534118-1/president-biden-delivers-campaign-remarks-philadelphia

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> A wild FOMC meeting triggered by a rejiggering of the dots. Those don't really matter except as insight into how confused policymakers have become. Why are they confused? Rate hikes don't appear to be working, so they are having a hard time deciding what should happen next. Markets aren't so conflicted, only about the likeliest path for ST rates. 

Eurodollar University's Money & Macro Analysis

FOMC March 2024 Policy Statement
https://www.federalreserve.gov/monetarypolicy/files/monetary20240320a1.pdf

FOMC March 2024 Summary of Economic Projections
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20240320.pdf

CSPAN: President Biden Campaign Remarks March 8, 2024
https://www.c-span.org/video/?534118-1/president-biden-delivers-campaign-remarks-philadelphia

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 21 Mar 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1112 A wild FOMC meeting triggered by a rejiggering of the dots. Those don't really matter except as insight into how confused policymakers have become. Why are they confused? Rate hikes don't appear to be working, so they are having a hard time deciding what should happen next. Markets aren't so conflicted, only about the likeliest path for ST rates. 

Eurodollar University's Money & Macro Analysis

FOMC March 2024 Policy Statement
https://www.federalreserve.gov/monetarypolicy/files/monetary20240320a1.pdf

FOMC March 2024 Summary of Economic Projections
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20240320.pdf

CSPAN: President Biden Campaign Remarks March 8, 2024
https://www.c-span.org/video/?534118-1/president-biden-delivers-campaign-remarks-philadelphia

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It finally happened after 17 years… will they survive 730 730 It finally happened after 17 years… will they survive full cc5e2117-51ce-40ac-9aec-6f705e7b2c27 https://share.transistor.fm/s/9a2dea9e Well, they did it. The Bank of Japan ended its NIRP and YCC, raising its call money rate for the first time in forever. That's not the issue. Why they did it is open for debate, one that right now is taking place across markets. It's not going well for the rate-hikers. 

Eurodollar University's Money & Macro Analysis

BoJ Statement March 19, 2024
https://www.boj.or.jp/en/mopo/mpmdeci/mpr_2024/k240319a.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Well, they did it. The Bank of Japan ended its NIRP and YCC, raising its call money rate for the first time in forever. That's not the issue. Why they did it is open for debate, one that right now is taking place across markets. It's not going well for the rate-hikers. 

Eurodollar University's Money & Macro Analysis

BoJ Statement March 19, 2024
https://www.boj.or.jp/en/mopo/mpmdeci/mpr_2024/k240319a.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 20 Mar 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1183 Well, they did it. The Bank of Japan ended its NIRP and YCC, raising its call money rate for the first time in forever. That's not the issue. Why they did it is open for debate, one that right now is taking place across markets. It's not going well for the rate-hikers. 

Eurodollar University's Money & Macro Analysis

BoJ Statement March 19, 2024
https://www.boj.or.jp/en/mopo/mpmdeci/mpr_2024/k240319a.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global Central Banks Are Meeting This Week (Here’s What You Need To Know) 729 729 Global Central Banks Are Meeting This Week (Here’s What You Need To Know) full 27ab946f-23dd-4dd8-a2a3-2af0604f7a6a https://share.transistor.fm/s/385318b7 The Fed. Japanese destiny. Down Under. The Old Lady, Mexico, Brazil, and the Czech Republic. And those are just the start. A ton of central banks are going to be deliberating just this week. And while their policies don't really mean much to the economy, they can impact markets in the short run while also providing some somewhat useful clues about where the world really stands. Here's what to look for as it unfolds. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Fed. Japanese destiny. Down Under. The Old Lady, Mexico, Brazil, and the Czech Republic. And those are just the start. A ton of central banks are going to be deliberating just this week. And while their policies don't really mean much to the economy, they can impact markets in the short run while also providing some somewhat useful clues about where the world really stands. Here's what to look for as it unfolds. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 19 Mar 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1352 The Fed. Japanese destiny. Down Under. The Old Lady, Mexico, Brazil, and the Czech Republic. And those are just the start. A ton of central banks are going to be deliberating just this week. And while their policies don't really mean much to the economy, they can impact markets in the short run while also providing some somewhat useful clues about where the world really stands. Here's what to look for as it unfolds. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Bank Term Funding Program Blows Up In Final Minutes... 728 728 Bank Term Funding Program Blows Up In Final Minutes... full 5dce52fe-171a-479c-bb2e-79e45794782c https://share.transistor.fm/s/d8b034b9 The Fed shut down the BTFP, but just before it closed billions in loans were made to banks over the repeated objections of policymakers. Officials have been pushing depositories toward the Discount Window to the point even the FHLB system is dissuading its members from using its own advances as emergency liquidity. Yet, the last-minute BTFP indicates banks just aren't doing it with some substantial implications. 

Eurodollar University's conversation w/Steve Van Metre

FHFA FHLBank System at 100: Focus On the Future
https://www.fhfa.gov/AboutUs/Reports/ReportDocuments/FHLBank-System-at-100-Report.pdf

FHFA Fact Sheet 
https://www.fhfa.gov/Media/PublicAffairs/PublicAffairsDocuments/FHLBank-System-at-100-Fact-Sheet.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Fed shut down the BTFP, but just before it closed billions in loans were made to banks over the repeated objections of policymakers. Officials have been pushing depositories toward the Discount Window to the point even the FHLB system is dissuading its members from using its own advances as emergency liquidity. Yet, the last-minute BTFP indicates banks just aren't doing it with some substantial implications. 

Eurodollar University's conversation w/Steve Van Metre

FHFA FHLBank System at 100: Focus On the Future
https://www.fhfa.gov/AboutUs/Reports/ReportDocuments/FHLBank-System-at-100-Report.pdf

FHFA Fact Sheet 
https://www.fhfa.gov/Media/PublicAffairs/PublicAffairsDocuments/FHLBank-System-at-100-Fact-Sheet.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 18 Mar 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1095 The Fed shut down the BTFP, but just before it closed billions in loans were made to banks over the repeated objections of policymakers. Officials have been pushing depositories toward the Discount Window to the point even the FHLB system is dissuading its members from using its own advances as emergency liquidity. Yet, the last-minute BTFP indicates banks just aren't doing it with some substantial implications. 

Eurodollar University's conversation w/Steve Van Metre

FHFA FHLBank System at 100: Focus On the Future
https://www.fhfa.gov/AboutUs/Reports/ReportDocuments/FHLBank-System-at-100-Report.pdf

FHFA Fact Sheet 
https://www.fhfa.gov/Media/PublicAffairs/PublicAffairsDocuments/FHLBank-System-at-100-Fact-Sheet.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Chinese banks CLOSING Loan Books Most On Record 727 727 Chinese banks CLOSING Loan Books Most On Record full 17c787f7-3d1f-4cc8-b4ce-18ca9a35583a https://share.transistor.fm/s/5e23316d China just held its National People's Congress amidst more economic and financial turmoil than at any time in its modern history. Two things quickly became clear: Xi Jinping continues to insulate himself politically from any potential fallout; his government has no idea what to be about it. The latest data from Chinese banks and the country's housing market highlight the gravity of the situation  and how little policies are helping. 

Eurodollar University's Money & Macro Analysis

People's Daily Graphic and Text Database
http://paper.people.com.cn/rmrb/html/2024-02/02/nw.D110000renmrb_20240202_3-03.htm

China State TV The Opening Meeting of the Second Session of the 14th NPC
https://www.youtube.com/watch?v=nL7iqyx-dBA

Bloomberg China Vanke’s Dollar Bonds Signal Fears of Default Down the Road
https://www.bloomberg.com/news/articles/2024-03-13/china-vanke-s-dollar-bonds-signal-fears-of-default-down-the-road

Bloomberg China Sets GDP Goal That Needs Policy Support ‘From All Fronts’
https://www.bloomberg.com/news/articles/2024-03-05/china-s-gdp-growth-target-this-year-set-around-5-reuters-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> China just held its National People's Congress amidst more economic and financial turmoil than at any time in its modern history. Two things quickly became clear: Xi Jinping continues to insulate himself politically from any potential fallout; his government has no idea what to be about it. The latest data from Chinese banks and the country's housing market highlight the gravity of the situation  and how little policies are helping. 

Eurodollar University's Money & Macro Analysis

People's Daily Graphic and Text Database
http://paper.people.com.cn/rmrb/html/2024-02/02/nw.D110000renmrb_20240202_3-03.htm

China State TV The Opening Meeting of the Second Session of the 14th NPC
https://www.youtube.com/watch?v=nL7iqyx-dBA

Bloomberg China Vanke’s Dollar Bonds Signal Fears of Default Down the Road
https://www.bloomberg.com/news/articles/2024-03-13/china-vanke-s-dollar-bonds-signal-fears-of-default-down-the-road

Bloomberg China Sets GDP Goal That Needs Policy Support ‘From All Fronts’
https://www.bloomberg.com/news/articles/2024-03-05/china-s-gdp-growth-target-this-year-set-around-5-reuters-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 17 Mar 2024 12:30:43 -0400 Jeff Snider Jeff Snider 1181 China just held its National People's Congress amidst more economic and financial turmoil than at any time in its modern history. Two things quickly became clear: Xi Jinping continues to insulate himself politically from any potential fallout; his government has no idea what to be about it. The latest data from Chinese banks and the country's housing market highlight the gravity of the situation  and how little policies are helping. 

Eurodollar University's Money & Macro Analysis

People's Daily Graphic and Text Database
http://paper.people.com.cn/rmrb/html/2024-02/02/nw.D110000renmrb_20240202_3-03.htm

China State TV The Opening Meeting of the Second Session of the 14th NPC
https://www.youtube.com/watch?v=nL7iqyx-dBA

Bloomberg China Vanke’s Dollar Bonds Signal Fears of Default Down the Road
https://www.bloomberg.com/news/articles/2024-03-13/china-vanke-s-dollar-bonds-signal-fears-of-default-down-the-road

Bloomberg China Sets GDP Goal That Needs Policy Support ‘From All Fronts’
https://www.bloomberg.com/news/articles/2024-03-05/china-s-gdp-growth-target-this-year-set-around-5-reuters-says

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Recession Just Hit Dollar Stores “People Can No Longer Afford to Shop” 726 726 The Recession Just Hit Dollar Stores “People Can No Longer Afford to Shop” full 24966af2-8441-43a6-9d3e-fdc3afcbb42d https://share.transistor.fm/s/d4c37aa0 More recession signals. We've got the major dollar store chains in the US closing stores and reporting troubling results about consumer behavior. Those are now backed up by hard evidence in the form of retail sales, which have been much worse than initial thought. Behind everything, the looming recession, is the fact oil prices are NOT inflation nor inflationary. 

Eurodollar University's Money & Macro Analysis

Dollar General Q4 2023 results
https://investor.dollargeneral.com/websites/dollargeneral/English/2120/us-press-release.html?airportNewsID=977d63ef-cf4e-4b0b-bd80-624b382724f6

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> More recession signals. We've got the major dollar store chains in the US closing stores and reporting troubling results about consumer behavior. Those are now backed up by hard evidence in the form of retail sales, which have been much worse than initial thought. Behind everything, the looming recession, is the fact oil prices are NOT inflation nor inflationary. 

Eurodollar University's Money & Macro Analysis

Dollar General Q4 2023 results
https://investor.dollargeneral.com/websites/dollargeneral/English/2120/us-press-release.html?airportNewsID=977d63ef-cf4e-4b0b-bd80-624b382724f6

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 14 Mar 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1044 More recession signals. We've got the major dollar store chains in the US closing stores and reporting troubling results about consumer behavior. Those are now backed up by hard evidence in the form of retail sales, which have been much worse than initial thought. Behind everything, the looming recession, is the fact oil prices are NOT inflation nor inflationary. 

Eurodollar University's Money & Macro Analysis

Dollar General Q4 2023 results
https://investor.dollargeneral.com/websites/dollargeneral/English/2120/us-press-release.html?airportNewsID=977d63ef-cf4e-4b0b-bd80-624b382724f6

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oil Markets Are Sending A Warning To The World 725 725 Oil Markets Are Sending A Warning To The World full b32a524e-1ab0-428d-aeb5-eb0d147eae53 https://share.transistor.fm/s/d1f96ed1 Is "inflation" back? A big part of the answer to that question comes from the oil market, though not at all in the way you might think. A revisit of the 2008 crude oil bubble/shock to see what it can tell us about a lot more than consumer prices in 2024.

Eurodollar University's Money & Macro Analysis

OPEC March 2024 Announcement
https://www.opec.org/opec_web/en/press_room/7305.htm

Remarks by Governor Ben S. Bernanke October 21, 2004
https://www.federalreserve.gov/boarddocs/speeches/2004/20041021/

James D. Hamilton Brookings Causes and Consequences of the Oil Shock of 2007–08
https://www.brookings.edu/wp-content/uploads/2016/07/2009a_bpea_hamilton-1.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Is "inflation" back? A big part of the answer to that question comes from the oil market, though not at all in the way you might think. A revisit of the 2008 crude oil bubble/shock to see what it can tell us about a lot more than consumer prices in 2024.

Eurodollar University's Money & Macro Analysis

OPEC March 2024 Announcement
https://www.opec.org/opec_web/en/press_room/7305.htm

Remarks by Governor Ben S. Bernanke October 21, 2004
https://www.federalreserve.gov/boarddocs/speeches/2004/20041021/

James D. Hamilton Brookings Causes and Consequences of the Oil Shock of 2007–08
https://www.brookings.edu/wp-content/uploads/2016/07/2009a_bpea_hamilton-1.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 13 Mar 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1125 Is "inflation" back? A big part of the answer to that question comes from the oil market, though not at all in the way you might think. A revisit of the 2008 crude oil bubble/shock to see what it can tell us about a lot more than consumer prices in 2024.

Eurodollar University's Money & Macro Analysis

OPEC March 2024 Announcement
https://www.opec.org/opec_web/en/press_room/7305.htm

Remarks by Governor Ben S. Bernanke October 21, 2004
https://www.federalreserve.gov/boarddocs/speeches/2004/20041021/

James D. Hamilton Brookings Causes and Consequences of the Oil Shock of 2007–08
https://www.brookings.edu/wp-content/uploads/2016/07/2009a_bpea_hamilton-1.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No If You Hear The Fed Mention 1995 Be On High Alert 723 723 If You Hear The Fed Mention 1995 Be On High Alert full 2eb289e1-9d30-4e5a-a5dd-04aea94099f2 https://share.transistor.fm/s/047a367a As serious economic weakness begins to increasingly show itself, the Fed is going to pivot and thereby try to sell the public on lower rates as somehow being something positive. A small bit of economy insurance and nothing more. And they'll point to 1995 as for why. In reality, this is already nothing like thirty years ago.

Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> As serious economic weakness begins to increasingly show itself, the Fed is going to pivot and thereby try to sell the public on lower rates as somehow being something positive. A small bit of economy insurance and nothing more. And they'll point to 1995 as for why. In reality, this is already nothing like thirty years ago.

Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 11 Mar 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1078 As serious economic weakness begins to increasingly show itself, the Fed is going to pivot and thereby try to sell the public on lower rates as somehow being something positive. A small bit of economy insurance and nothing more. And they'll point to 1995 as for why. In reality, this is already nothing like thirty years ago.

Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Bank Term Funding Program Shut Down, What Happens Next 724 724 Bank Term Funding Program Shut Down, What Happens Next full feefcb4b-6f0e-4802-bc5c-8ddc8fdf88a1 https://share.transistor.fm/s/973da2f6 Today is the last day for new loans from the Fed's BTFP, and there is still $165 billion being borrowed from it. In fact, that balance increased just last week. What are the implications of the shutdown? We keep coming back to the same factor which was all over last March. And with CRE looming in the background, too. 

Eurodollar University's Money & Macro Analysis

]]> Today is the last day for new loans from the Fed's BTFP, and there is still $165 billion being borrowed from it. In fact, that balance increased just last week. What are the implications of the shutdown? We keep coming back to the same factor which was all over last March. And with CRE looming in the background, too. 

Eurodollar University's Money & Macro Analysis

]]> Mon, 11 Mar 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1218 Today is the last day for new loans from the Fed's BTFP, and there is still $165 billion being borrowed from it. In fact, that balance increased just last week. What are the implications of the shutdown? We keep coming back to the same factor which was all over last March. And with CRE looming in the background, too. 

Eurodollar University's Money & Macro Analysis

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Recession Just Hit The Job Market 722 722 The Recession Just Hit The Job Market full d188f694-8e77-4920-a0a4-e763d3488bf0 https://share.transistor.fm/s/e7062fbe Evidence for US recession and labor market woes are getting much stronger. While everyone fixates on the growing absurdity of the payroll revisions, the CPS data threw up THREE very strong recession signals, each historically validated, showing this isn't a short-term fluctuation or narrow, isolated occurrence. Plus, a fourth signal that is entire consistent with those other three. Employment recession changes everything.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Evidence for US recession and labor market woes are getting much stronger. While everyone fixates on the growing absurdity of the payroll revisions, the CPS data threw up THREE very strong recession signals, each historically validated, showing this isn't a short-term fluctuation or narrow, isolated occurrence. Plus, a fourth signal that is entire consistent with those other three. Employment recession changes everything.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 10 Mar 2024 07:00:00 -0400 Jeff Snider Jeff Snider 1193 Evidence for US recession and labor market woes are getting much stronger. While everyone fixates on the growing absurdity of the payroll revisions, the CPS data threw up THREE very strong recession signals, each historically validated, showing this isn't a short-term fluctuation or narrow, isolated occurrence. Plus, a fourth signal that is entire consistent with those other three. Employment recession changes everything.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Most Important Financial Event Of The Last Century Is Here 721 721 The Most Important Financial Event Of The Last Century Is Here full d010fe83-66d0-4111-a130-481f6805487c https://share.transistor.fm/s/fe771087 Full Disclosure: Jeff has worked with Mr. Saxe as a trustee for a stablecoin project Ryne is the COO for. 

The mainstream image of cryptocurrencies is cowboys and charlatans playing around with technology that doesn't seem to have any practical use. Kids are getting rich - many going broke - on what can appear to be trivial functions. Reality couldn't be farther from the truth. As Ryne points out, one key problem is that those who are indeed making a good-faith effort at making something and making it work are losing at the narrative. Worse, the government is no help (no surprise). Even so, there is tremendous progress being made right now in turning these digital projects into useful, usable money. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Full Disclosure: Jeff has worked with Mr. Saxe as a trustee for a stablecoin project Ryne is the COO for. 

The mainstream image of cryptocurrencies is cowboys and charlatans playing around with technology that doesn't seem to have any practical use. Kids are getting rich - many going broke - on what can appear to be trivial functions. Reality couldn't be farther from the truth. As Ryne points out, one key problem is that those who are indeed making a good-faith effort at making something and making it work are losing at the narrative. Worse, the government is no help (no surprise). Even so, there is tremendous progress being made right now in turning these digital projects into useful, usable money. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sat, 09 Mar 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1625 Full Disclosure: Jeff has worked with Mr. Saxe as a trustee for a stablecoin project Ryne is the COO for. 

The mainstream image of cryptocurrencies is cowboys and charlatans playing around with technology that doesn't seem to have any practical use. Kids are getting rich - many going broke - on what can appear to be trivial functions. Reality couldn't be farther from the truth. As Ryne points out, one key problem is that those who are indeed making a good-faith effort at making something and making it work are losing at the narrative. Worse, the government is no help (no surprise). Even so, there is tremendous progress being made right now in turning these digital projects into useful, usable money. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What Interest Rates Going Down Really Means For The World 720 720 What Interest Rates Going Down Really Means For The World full acb335a5-401d-4606-ae26-8ac20d19b4f9 https://share.transistor.fm/s/74209b11 China's 10-year government bond yield just reached a 20-year low. UST yields are moving down again. What does it all mean; more importantly why do we need to care? It isn't just the signal bond curves provide, it is just as much the lack of direct access to the information we truly need. 

Eurodollar University's Money & Macro Analysis

FOMC Transcript February 1999
https://www.federalreserve.gov/monetarypolicy/files/FOMC19990203meeting.pdf

BIS CGFS Papers No 65 US dollar funding: an international perspective
https://www.bis.org/publ/cgfs65.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> China's 10-year government bond yield just reached a 20-year low. UST yields are moving down again. What does it all mean; more importantly why do we need to care? It isn't just the signal bond curves provide, it is just as much the lack of direct access to the information we truly need. 

Eurodollar University's Money & Macro Analysis

FOMC Transcript February 1999
https://www.federalreserve.gov/monetarypolicy/files/FOMC19990203meeting.pdf

BIS CGFS Papers No 65 US dollar funding: an international perspective
https://www.bis.org/publ/cgfs65.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 08 Mar 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1212 China's 10-year government bond yield just reached a 20-year low. UST yields are moving down again. What does it all mean; more importantly why do we need to care? It isn't just the signal bond curves provide, it is just as much the lack of direct access to the information we truly need. 

Eurodollar University's Money & Macro Analysis

FOMC Transcript February 1999
https://www.federalreserve.gov/monetarypolicy/files/FOMC19990203meeting.pdf

BIS CGFS Papers No 65 US dollar funding: an international perspective
https://www.bis.org/publ/cgfs65.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No New Data Warns Major Layoffs Coming 719 719 New Data Warns Major Layoffs Coming full 287d33cc-1255-4909-94ce-ce2eb7018b62 https://share.transistor.fm/s/b986e687 Evidence continues to show we're in half a recession already. There is a huge discrepancy between the "strong" US employment in the media and what's actually happening. Even mainstream sources are being forced to deal with how different the jobs market is to those actually experiencing it. These aren't isolated cases or stories, the data backing them up continues to pile up. 

Eurodollar University's Money & Macro Analysis

CNBC Economists say the labor market is strong — but job seekers don’t share that confidence. Here’s why
https://www.cnbc.com/2024/02/02/why-it-feels-so-hard-to-get-a-job-right-now.html

Insight Global 
https://www.prnewswire.com/news-releases/unemployed-and-unmotivated-new-survey-finds-that-over-half-of-unemployed-americans-are-feeling-the-job-hunt-burnout-big-time-301909524.html

Reddit r/jobs
https://www.reddit.com/r/jobs/comments/16aetk9/the_job_market_is_awful_2023/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Evidence continues to show we're in half a recession already. There is a huge discrepancy between the "strong" US employment in the media and what's actually happening. Even mainstream sources are being forced to deal with how different the jobs market is to those actually experiencing it. These aren't isolated cases or stories, the data backing them up continues to pile up. 

Eurodollar University's Money & Macro Analysis

CNBC Economists say the labor market is strong — but job seekers don’t share that confidence. Here’s why
https://www.cnbc.com/2024/02/02/why-it-feels-so-hard-to-get-a-job-right-now.html

Insight Global 
https://www.prnewswire.com/news-releases/unemployed-and-unmotivated-new-survey-finds-that-over-half-of-unemployed-americans-are-feeling-the-job-hunt-burnout-big-time-301909524.html

Reddit r/jobs
https://www.reddit.com/r/jobs/comments/16aetk9/the_job_market_is_awful_2023/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 07 Mar 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1097 Evidence continues to show we're in half a recession already. There is a huge discrepancy between the "strong" US employment in the media and what's actually happening. Even mainstream sources are being forced to deal with how different the jobs market is to those actually experiencing it. These aren't isolated cases or stories, the data backing them up continues to pile up. 

Eurodollar University's Money & Macro Analysis

CNBC Economists say the labor market is strong — but job seekers don’t share that confidence. Here’s why
https://www.cnbc.com/2024/02/02/why-it-feels-so-hard-to-get-a-job-right-now.html

Insight Global 
https://www.prnewswire.com/news-releases/unemployed-and-unmotivated-new-survey-finds-that-over-half-of-unemployed-americans-are-feeling-the-job-hunt-burnout-big-time-301909524.html

Reddit r/jobs
https://www.reddit.com/r/jobs/comments/16aetk9/the_job_market_is_awful_2023/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Gold Is Exploding To All Time Highs 718 718 Gold Is Exploding To All Time Highs full 641d50bf-52bb-4e2a-8629-7f1015dfe357 https://share.transistor.fm/s/8f4a865d Gold is high but not on Waller. Fed Governor Chris Waller seems to have sparked the most recent jump in the metal, with people jumping all over their inference of some incoming Reverse Operation Twist. Untangling the fedspeak from so many huge misconceptions about gold - it is a TERRIBLE inflation hedge, as you'll see - in order to make sense of another legit red flag. 

Eurodollar University's Money & Macro Analysis

FRB Christopher Waller Thoughts on Quantitative Tightening, Including Remarks on the Paper "Quantitative Tightening around the Globe: What Have We Learned?"
https://www.federalreserve.gov/newsevents/speech/waller20240301a.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Gold is high but not on Waller. Fed Governor Chris Waller seems to have sparked the most recent jump in the metal, with people jumping all over their inference of some incoming Reverse Operation Twist. Untangling the fedspeak from so many huge misconceptions about gold - it is a TERRIBLE inflation hedge, as you'll see - in order to make sense of another legit red flag. 

Eurodollar University's Money & Macro Analysis

FRB Christopher Waller Thoughts on Quantitative Tightening, Including Remarks on the Paper "Quantitative Tightening around the Globe: What Have We Learned?"
https://www.federalreserve.gov/newsevents/speech/waller20240301a.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 06 Mar 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1156 Gold is high but not on Waller. Fed Governor Chris Waller seems to have sparked the most recent jump in the metal, with people jumping all over their inference of some incoming Reverse Operation Twist. Untangling the fedspeak from so many huge misconceptions about gold - it is a TERRIBLE inflation hedge, as you'll see - in order to make sense of another legit red flag. 

Eurodollar University's Money & Macro Analysis

FRB Christopher Waller Thoughts on Quantitative Tightening, Including Remarks on the Paper "Quantitative Tightening around the Globe: What Have We Learned?"
https://www.federalreserve.gov/newsevents/speech/waller20240301a.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China Is Getting Aggressively Sold (why this matters) 717 717 China Is Getting Aggressively Sold (why this matters) full 8a867543-406d-45bc-b049-464b793e2b5f https://share.transistor.fm/s/70dea922 It's bad enough that China's shakiest real estate firms are going to be creating big losses and not just for other Chinese financials. Now comes word the last remaining investment grade developer is rumored to be experiencing liquidity trouble, too. It is a sign of further progress - in the wrong direction. We need to understand what it means when Beijing is this impotent.

Eurodollar University's Money & Macro Analysis

]]> It's bad enough that China's shakiest real estate firms are going to be creating big losses and not just for other Chinese financials. Now comes word the last remaining investment grade developer is rumored to be experiencing liquidity trouble, too. It is a sign of further progress - in the wrong direction. We need to understand what it means when Beijing is this impotent.

Eurodollar University's Money & Macro Analysis

]]> Tue, 05 Mar 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1182 It's bad enough that China's shakiest real estate firms are going to be creating big losses and not just for other Chinese financials. Now comes word the last remaining investment grade developer is rumored to be experiencing liquidity trouble, too. It is a sign of further progress - in the wrong direction. We need to understand what it means when Beijing is this impotent.

Eurodollar University's Money & Macro Analysis

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Digital Future Is Here (Adapt Or Die) 716 716 The Digital Future Is Here (Adapt Or Die) full 752679c1-14b3-457b-81fd-fffb77074fb4 https://share.transistor.fm/s/0847fdac Digital technology is revolutionizing every aspect of our lives, now including money. The first in a three-part series as Jeff travels to ETH Denver, the world's preeminent Ethereum conference, to start digging in to digital with those who are actually doing it, the insiders. Up first, world-renowned scholar, investor and, yes, philosopher-historian Manny Rincon Cruz.

Eurodollar University's conversations w/Manny Rincon Cruz

]]> Digital technology is revolutionizing every aspect of our lives, now including money. The first in a three-part series as Jeff travels to ETH Denver, the world's preeminent Ethereum conference, to start digging in to digital with those who are actually doing it, the insiders. Up first, world-renowned scholar, investor and, yes, philosopher-historian Manny Rincon Cruz.

Eurodollar University's conversations w/Manny Rincon Cruz

]]> Mon, 04 Mar 2024 23:37:01 -0500 Jeff Snider Jeff Snider 3432 Digital technology is revolutionizing every aspect of our lives, now including money. The first in a three-part series as Jeff travels to ETH Denver, the world's preeminent Ethereum conference, to start digging in to digital with those who are actually doing it, the insiders. Up first, world-renowned scholar, investor and, yes, philosopher-historian Manny Rincon Cruz.

Eurodollar University's conversations w/Manny Rincon Cruz

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Stop looking at the fed, this is what you need to worry about 715 715 Stop looking at the fed, this is what you need to worry about full 318511f8-49e4-459d-bbcc-826de62f389f https://share.transistor.fm/s/d0275858 Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 04 Mar 2024 23:12:24 -0500 Jeff Snider Jeff Snider 1161 Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Mind-Boggling Reason GDP Is Going Up 714 714 Mind-Boggling Reason GDP Is Going Up full 8927cbdd-fa2d-4bf3-a554-f89c3a771528 https://share.transistor.fm/s/8e733197 Eurodollar University's Money & Macro Analysis

AP US national debt hits record $34 trillion as Congress gears up for funding fight
https://apnews.com/article/national-debt-deficits-biden-economy-inflation-record-b4258704f830c7f6e9c5e693748216cb

Milton Friedman Newsweek “Deficits and Inflation"
https://miltonfriedman.hoover.org/internal/media/dispatcher/214251/full

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University's Money & Macro Analysis

AP US national debt hits record $34 trillion as Congress gears up for funding fight
https://apnews.com/article/national-debt-deficits-biden-economy-inflation-record-b4258704f830c7f6e9c5e693748216cb

Milton Friedman Newsweek “Deficits and Inflation"
https://miltonfriedman.hoover.org/internal/media/dispatcher/214251/full

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sat, 02 Mar 2024 16:09:23 -0500 Jeff Snider Jeff Snider 1247 Eurodollar University's Money & Macro Analysis

AP US national debt hits record $34 trillion as Congress gears up for funding fight
https://apnews.com/article/national-debt-deficits-biden-economy-inflation-record-b4258704f830c7f6e9c5e693748216cb

Milton Friedman Newsweek “Deficits and Inflation"
https://miltonfriedman.hoover.org/internal/media/dispatcher/214251/full

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Is Signaling An ALL-OUT Global Recession 713 713 This Is Signaling An ALL-OUT Global Recession full 9a6c121e-cc7a-4b5c-86c1-f71e18441470 https://share.transistor.fm/s/324be2df Unlike most terms thrown around Economics, 'globally synchronized' is no joke. It also isn't a recent development. Throughout modern history, when a sizable portion of the world starts to show contraction it will spread throughout the rest with very few spared. It is a poignant reminder given how the same is happening right now. 

Eurodollar University's Money & Macro Analysis

BoJ New Procedures for Money Market Operations and Monetary Easing Mar 19, 2001
https://www.boj.or.jp/en/mopo/mpmdeci/mpr_2001/k010319a.htm

Speech given by Kazuo Ueda, Member of the Policy Board of the Bank of Japan, at Council on Foreign Relations in New York, May 11, 2001 https://www2.boj.or.jp/archive/en/announcements/press/koen_2001/ko0105a.htm

Speech by Dr. Willem F. Duisenberg, President of the European Central Bank, at Central Bankers' Panel at the International Monetary Conference, Singapore, 4 June 2001
https://www.ecb.europa.eu/press/key/date/2001/html/sp010604.en.html

FOMC Transcript November 1979
https://www.federalreserve.gov/monetarypolicy/files/FOMC19791120meeting.pdf

Silent Revolution: The International Monetary Fund, 1979–89,
https://www.imf.org/external/pubs/ft/silent/index.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Unlike most terms thrown around Economics, 'globally synchronized' is no joke. It also isn't a recent development. Throughout modern history, when a sizable portion of the world starts to show contraction it will spread throughout the rest with very few spared. It is a poignant reminder given how the same is happening right now. 

Eurodollar University's Money & Macro Analysis

BoJ New Procedures for Money Market Operations and Monetary Easing Mar 19, 2001
https://www.boj.or.jp/en/mopo/mpmdeci/mpr_2001/k010319a.htm

Speech given by Kazuo Ueda, Member of the Policy Board of the Bank of Japan, at Council on Foreign Relations in New York, May 11, 2001 https://www2.boj.or.jp/archive/en/announcements/press/koen_2001/ko0105a.htm

Speech by Dr. Willem F. Duisenberg, President of the European Central Bank, at Central Bankers' Panel at the International Monetary Conference, Singapore, 4 June 2001
https://www.ecb.europa.eu/press/key/date/2001/html/sp010604.en.html

FOMC Transcript November 1979
https://www.federalreserve.gov/monetarypolicy/files/FOMC19791120meeting.pdf

Silent Revolution: The International Monetary Fund, 1979–89,
https://www.imf.org/external/pubs/ft/silent/index.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 29 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1074 Unlike most terms thrown around Economics, 'globally synchronized' is no joke. It also isn't a recent development. Throughout modern history, when a sizable portion of the world starts to show contraction it will spread throughout the rest with very few spared. It is a poignant reminder given how the same is happening right now. 

Eurodollar University's Money & Macro Analysis

BoJ New Procedures for Money Market Operations and Monetary Easing Mar 19, 2001
https://www.boj.or.jp/en/mopo/mpmdeci/mpr_2001/k010319a.htm

Speech given by Kazuo Ueda, Member of the Policy Board of the Bank of Japan, at Council on Foreign Relations in New York, May 11, 2001 https://www2.boj.or.jp/archive/en/announcements/press/koen_2001/ko0105a.htm

Speech by Dr. Willem F. Duisenberg, President of the European Central Bank, at Central Bankers' Panel at the International Monetary Conference, Singapore, 4 June 2001
https://www.ecb.europa.eu/press/key/date/2001/html/sp010604.en.html

FOMC Transcript November 1979
https://www.federalreserve.gov/monetarypolicy/files/FOMC19791120meeting.pdf

Silent Revolution: The International Monetary Fund, 1979–89,
https://www.imf.org/external/pubs/ft/silent/index.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Japan's Crisis Is Sending A Warning To The World 712 712 Japan's Crisis Is Sending A Warning To The World full 267ac36e-75fc-42ab-898f-6930e0726103 https://share.transistor.fm/s/4af4d2fd To get the rest of the Lyn Alden, George Gammon conversation and a whole lot more, become a Eurodollar University member or DDA subscriber. You can find the information about those here:
https://www.eurodollar.university/sales-page-1

Japan is in recession, one that is getting worse. Japanese officials tell you not to believe your lying eyes, inflation is the greatest risk. All the data conclusively shows it is not, that Japan's contraction is a product of global forces that just so happen to be taking care of Japanese "inflation" risks, too. That's NOT a good sign. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> To get the rest of the Lyn Alden, George Gammon conversation and a whole lot more, become a Eurodollar University member or DDA subscriber. You can find the information about those here:
https://www.eurodollar.university/sales-page-1

Japan is in recession, one that is getting worse. Japanese officials tell you not to believe your lying eyes, inflation is the greatest risk. All the data conclusively shows it is not, that Japan's contraction is a product of global forces that just so happen to be taking care of Japanese "inflation" risks, too. That's NOT a good sign. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 28 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1225 To get the rest of the Lyn Alden, George Gammon conversation and a whole lot more, become a Eurodollar University member or DDA subscriber. You can find the information about those here:
https://www.eurodollar.university/sales-page-1

Japan is in recession, one that is getting worse. Japanese officials tell you not to believe your lying eyes, inflation is the greatest risk. All the data conclusively shows it is not, that Japan's contraction is a product of global forces that just so happen to be taking care of Japanese "inflation" risks, too. That's NOT a good sign. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Chart Shows Where Interest Rates Are Heading 711 711 This Chart Shows Where Interest Rates Are Heading full ee1b00e7-efce-4fac-9cce-c18d316ed521 https://share.transistor.fm/s/1e0a9bc7 To get the rest of the Lyn Alden, George Gammon conversation and a whole lot more, become a Eurodollar University member or DDA subscriber. You can find the information about those here:
https://www.eurodollar.university/sales-page-1

How accurate are market tools like spreads? If you're looking for absolute precision, you're in the wrong business. These measures are highly useful for broad purposes. Unfortunately, history shows those point in the direction of serious general economic misadventures. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> To get the rest of the Lyn Alden, George Gammon conversation and a whole lot more, become a Eurodollar University member or DDA subscriber. You can find the information about those here:
https://www.eurodollar.university/sales-page-1

How accurate are market tools like spreads? If you're looking for absolute precision, you're in the wrong business. These measures are highly useful for broad purposes. Unfortunately, history shows those point in the direction of serious general economic misadventures. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 27 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1161 To get the rest of the Lyn Alden, George Gammon conversation and a whole lot more, become a Eurodollar University member or DDA subscriber. You can find the information about those here:
https://www.eurodollar.university/sales-page-1

How accurate are market tools like spreads? If you're looking for absolute precision, you're in the wrong business. These measures are highly useful for broad purposes. Unfortunately, history shows those point in the direction of serious general economic misadventures. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What Is Money Debate with Lyn Alden and George Gammon 710 710 What Is Money Debate with Lyn Alden and George Gammon full fec8342b-154b-4085-b85c-4dc41100798a https://share.transistor.fm/s/58d65843 To get the rest of this conversation and a whole lot more, become a Eurodollar University member or DDA subscriber. You can find the information about those here:
https://www.eurodollar.university/sales-page-1

Eurodollar University's conversations, Guests Lyn Alden & George Gammon

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#lynalden

]]> To get the rest of this conversation and a whole lot more, become a Eurodollar University member or DDA subscriber. You can find the information about those here:
https://www.eurodollar.university/sales-page-1

Eurodollar University's conversations, Guests Lyn Alden & George Gammon

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#lynalden

]]> Mon, 26 Feb 2024 10:07:52 -0500 Jeff Snider Jeff Snider 2375 To get the rest of this conversation and a whole lot more, become a Eurodollar University member or DDA subscriber. You can find the information about those here:
https://www.eurodollar.university/sales-page-1

Eurodollar University's conversations, Guests Lyn Alden & George Gammon

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#lynalden

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Fed's Money Printing (What You Must Understand) 709 709 The Fed's Money Printing (What You Must Understand) full 08e732dd-6f1b-4dc8-8109-9ee8fe9336a8 https://share.transistor.fm/s/c11e66b6 The Federal Reserve "prints" bank reserves, that's it. To understand why that matters, you have to understand where bank reserves came from and what they were and are intended for. It isn't at all what you think. But don't take my word for it; that comes straight from the Fed itself. 

Eurodollar University's Money & Macro Analysis

FRB Atlanta The Evolution of the Check as a Means of Payment: A Historical Survey, November 2008
https://www.atlantafed.org/-/media/documents/research/publications/economic-review/2008/vol93no4_quinn_roberds.pdf

FRB Banking and Monetary Statistics 1914-41
https://fraser.stlouisfed.org/files/docs/publications/bms/1914-1941/BMS14-41_complete.pdf

FOMC Transcript July 1981
https://www.federalreserve.gov/monetarypolicy/files/FOMC19810707meeting.pdf

FOMC Transcript October 1979
https://www.federalreserve.gov/monetarypolicy/files/FOMC19791006meeting.pdf

FOMC Transcript March 1991
https://www.federalreserve.gov/monetarypolicy/files/FOMC19910326meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Federal Reserve "prints" bank reserves, that's it. To understand why that matters, you have to understand where bank reserves came from and what they were and are intended for. It isn't at all what you think. But don't take my word for it; that comes straight from the Fed itself. 

Eurodollar University's Money & Macro Analysis

FRB Atlanta The Evolution of the Check as a Means of Payment: A Historical Survey, November 2008
https://www.atlantafed.org/-/media/documents/research/publications/economic-review/2008/vol93no4_quinn_roberds.pdf

FRB Banking and Monetary Statistics 1914-41
https://fraser.stlouisfed.org/files/docs/publications/bms/1914-1941/BMS14-41_complete.pdf

FOMC Transcript July 1981
https://www.federalreserve.gov/monetarypolicy/files/FOMC19810707meeting.pdf

FOMC Transcript October 1979
https://www.federalreserve.gov/monetarypolicy/files/FOMC19791006meeting.pdf

FOMC Transcript March 1991
https://www.federalreserve.gov/monetarypolicy/files/FOMC19910326meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 25 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1139 The Federal Reserve "prints" bank reserves, that's it. To understand why that matters, you have to understand where bank reserves came from and what they were and are intended for. It isn't at all what you think. But don't take my word for it; that comes straight from the Fed itself. 

Eurodollar University's Money & Macro Analysis

FRB Atlanta The Evolution of the Check as a Means of Payment: A Historical Survey, November 2008
https://www.atlantafed.org/-/media/documents/research/publications/economic-review/2008/vol93no4_quinn_roberds.pdf

FRB Banking and Monetary Statistics 1914-41
https://fraser.stlouisfed.org/files/docs/publications/bms/1914-1941/BMS14-41_complete.pdf

FOMC Transcript July 1981
https://www.federalreserve.gov/monetarypolicy/files/FOMC19810707meeting.pdf

FOMC Transcript October 1979
https://www.federalreserve.gov/monetarypolicy/files/FOMC19791006meeting.pdf

FOMC Transcript March 1991
https://www.federalreserve.gov/monetarypolicy/files/FOMC19910326meeting.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Breaking Fed Report Exposes What They Are Actually Scared Of 708 708 Breaking Fed Report Exposes What They Are Actually Scared Of full a75ee63a-d29f-47fd-825b-8b2d0e4358fc https://share.transistor.fm/s/aa276488 If you happened to miss today's Webinar on CRE and the possible dangers from it, you can still watch the replay. Follow the link below.
https://event.webinarjam.com/go/replay/23/1ym21crukhgh4

The FOMC's minutes for its January meeting shed light on the dilemma currently hitting policymakers. They're seeming embrace of the lower rates from last bond rally was no fluke. They instead share our growing and NOTABLE concerns over possible substantial fallout from CRE. However, they also can't help themselves whenever Phillips drops by. 

Eurodollar University's Money & Macro Analysis

FOMC Minutes January 2024
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20240131.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you happened to miss today's Webinar on CRE and the possible dangers from it, you can still watch the replay. Follow the link below.
https://event.webinarjam.com/go/replay/23/1ym21crukhgh4

The FOMC's minutes for its January meeting shed light on the dilemma currently hitting policymakers. They're seeming embrace of the lower rates from last bond rally was no fluke. They instead share our growing and NOTABLE concerns over possible substantial fallout from CRE. However, they also can't help themselves whenever Phillips drops by. 

Eurodollar University's Money & Macro Analysis

FOMC Minutes January 2024
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20240131.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 23 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1198 If you happened to miss today's Webinar on CRE and the possible dangers from it, you can still watch the replay. Follow the link below.
https://event.webinarjam.com/go/replay/23/1ym21crukhgh4

The FOMC's minutes for its January meeting shed light on the dilemma currently hitting policymakers. They're seeming embrace of the lower rates from last bond rally was no fluke. They instead share our growing and NOTABLE concerns over possible substantial fallout from CRE. However, they also can't help themselves whenever Phillips drops by. 

Eurodollar University's Money & Macro Analysis

FOMC Minutes January 2024
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20240131.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No IT'S BEGUN: The Biggest Threat To Your Job Is Here 707 707 IT'S BEGUN: The Biggest Threat To Your Job Is Here full 0045d7ed-0f07-4095-8a5f-9565320f3e7b https://share.transistor.fm/s/03fb3d15 Another rash of layoffs is sweeping the US economy and its labor market. Only this time, unlike last year, the background behind them is far more concerning and even dangerous (economically, speaking). Those threatened by being thrown out of work know the score isn't entirely made up from those job cuts. It's actually the grim reality of no hiring. 

Eurodollar University's Money & Macro Analysis

CNBC Worries grow over a K-shaped economic recovery that favors the wealthy
https://www.cnbc.com/2020/09/04/worries-grow-over-a-k-shaped-economic-recovery-that-favors-the-wealthy.html

Bloomberg How Companies Say ‘Layoffs’ Without Saying ‘Layoffs’
https://www.bloomberg.com/news/articles/2024-02-09/corporate-layoffs-all-the-ways-companies-say-someone-is-unemployed

CNBC As companies lay off even more workers, they could be making a big mistake in the way they’re doing it
https://www.cnbc.com/2024/01/20/as-companies-lay-off-even-more-workers-they-could-be-making-a-mistake.html

Challenger, Gray & Christmas
https://www.challengergray.com/blog/job-cuts-announced-by-us-based-companies-surge-136-to-82307-to-begin-2024-financial-tech-lead/

Bloomberg Job Cuts Are Sending a Chill Through the Remote Work World
https://www.bloomberg.com/news/articles/2024-02-21/layoffs-make-remote-workers-reconsider-work-from-home-jobs?srnd=economics-v2

Transcript of Chair Powell’s Press Conference November 1, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20231101.pdf

Canadian Survey of Consumer Expectations—Third Quarter of 2023
https://www.bankofcanada.ca/2023/10/canadian-survey-of-consumer-expectations-third-quarter-of-2023/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Another rash of layoffs is sweeping the US economy and its labor market. Only this time, unlike last year, the background behind them is far more concerning and even dangerous (economically, speaking). Those threatened by being thrown out of work know the score isn't entirely made up from those job cuts. It's actually the grim reality of no hiring. 

Eurodollar University's Money & Macro Analysis

CNBC Worries grow over a K-shaped economic recovery that favors the wealthy
https://www.cnbc.com/2020/09/04/worries-grow-over-a-k-shaped-economic-recovery-that-favors-the-wealthy.html

Bloomberg How Companies Say ‘Layoffs’ Without Saying ‘Layoffs’
https://www.bloomberg.com/news/articles/2024-02-09/corporate-layoffs-all-the-ways-companies-say-someone-is-unemployed

CNBC As companies lay off even more workers, they could be making a big mistake in the way they’re doing it
https://www.cnbc.com/2024/01/20/as-companies-lay-off-even-more-workers-they-could-be-making-a-mistake.html

Challenger, Gray & Christmas
https://www.challengergray.com/blog/job-cuts-announced-by-us-based-companies-surge-136-to-82307-to-begin-2024-financial-tech-lead/

Bloomberg Job Cuts Are Sending a Chill Through the Remote Work World
https://www.bloomberg.com/news/articles/2024-02-21/layoffs-make-remote-workers-reconsider-work-from-home-jobs?srnd=economics-v2

Transcript of Chair Powell’s Press Conference November 1, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20231101.pdf

Canadian Survey of Consumer Expectations—Third Quarter of 2023
https://www.bankofcanada.ca/2023/10/canadian-survey-of-consumer-expectations-third-quarter-of-2023/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 22 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1280 Another rash of layoffs is sweeping the US economy and its labor market. Only this time, unlike last year, the background behind them is far more concerning and even dangerous (economically, speaking). Those threatened by being thrown out of work know the score isn't entirely made up from those job cuts. It's actually the grim reality of no hiring. 

Eurodollar University's Money & Macro Analysis

CNBC Worries grow over a K-shaped economic recovery that favors the wealthy
https://www.cnbc.com/2020/09/04/worries-grow-over-a-k-shaped-economic-recovery-that-favors-the-wealthy.html

Bloomberg How Companies Say ‘Layoffs’ Without Saying ‘Layoffs’
https://www.bloomberg.com/news/articles/2024-02-09/corporate-layoffs-all-the-ways-companies-say-someone-is-unemployed

CNBC As companies lay off even more workers, they could be making a big mistake in the way they’re doing it
https://www.cnbc.com/2024/01/20/as-companies-lay-off-even-more-workers-they-could-be-making-a-mistake.html

Challenger, Gray & Christmas
https://www.challengergray.com/blog/job-cuts-announced-by-us-based-companies-surge-136-to-82307-to-begin-2024-financial-tech-lead/

Bloomberg Job Cuts Are Sending a Chill Through the Remote Work World
https://www.bloomberg.com/news/articles/2024-02-21/layoffs-make-remote-workers-reconsider-work-from-home-jobs?srnd=economics-v2

Transcript of Chair Powell’s Press Conference November 1, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20231101.pdf

Canadian Survey of Consumer Expectations—Third Quarter of 2023
https://www.bankofcanada.ca/2023/10/canadian-survey-of-consumer-expectations-third-quarter-of-2023/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It's Happening 706 706 It's Happening full 740a5cf2-e193-493f-83b3-e9a49ff6bb28 https://share.transistor.fm/s/0808cfb9 If you happened to miss today's Webinar on CRE and the possible dangers from it, you can still watch the replay. Follow the link below.
https://event.webinarjam.com/go/replay/23/1ym21crukhgh4

Chinese "banks" opted for an unusually large cut to China's benchmark 5-year Loan Prime Rate. In truth, that appears at the behest of Beijing where authorities are becoming increasingly desperate. Nothing they are doing is working - and Chinese banks know it. China has a growing bank problem on its hands before any of its other major problems.

Eurodollar University's Money & Macro Analysis

Bloomberg China’s Bold Mortgage Rate Cut Met With Lukewarm Reaction
https://www.bloomberg.com/news/articles/2024-02-20/chinese-banks-cut-mortgage-reference-rate-by-most-on-record

CNBC China boosts property funding with first cut in key loan rate since June
https://www.cnbc.com/2024/02/20/china-cuts-benchmark-5-year-lending-rate-for-the-first-time-since-june.html

Monetary policy shocks and the signaling channel of monetary policy in China
https://www.sciencedirect.com/science/article/pii/S2666933123000047?ref=pdf_download&fr=RR-2&rr=85898a601dfcdb01

Bloomberg China’s Property Crisis Is Starting to Ripple Across the World
https://www.bloomberg.com/news/articles/2024-02-09/china-s-real-estate-crisis-is-starting-to-ripple-across-the-world

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you happened to miss today's Webinar on CRE and the possible dangers from it, you can still watch the replay. Follow the link below.
https://event.webinarjam.com/go/replay/23/1ym21crukhgh4

Chinese "banks" opted for an unusually large cut to China's benchmark 5-year Loan Prime Rate. In truth, that appears at the behest of Beijing where authorities are becoming increasingly desperate. Nothing they are doing is working - and Chinese banks know it. China has a growing bank problem on its hands before any of its other major problems.

Eurodollar University's Money & Macro Analysis

Bloomberg China’s Bold Mortgage Rate Cut Met With Lukewarm Reaction
https://www.bloomberg.com/news/articles/2024-02-20/chinese-banks-cut-mortgage-reference-rate-by-most-on-record

CNBC China boosts property funding with first cut in key loan rate since June
https://www.cnbc.com/2024/02/20/china-cuts-benchmark-5-year-lending-rate-for-the-first-time-since-june.html

Monetary policy shocks and the signaling channel of monetary policy in China
https://www.sciencedirect.com/science/article/pii/S2666933123000047?ref=pdf_download&fr=RR-2&rr=85898a601dfcdb01

Bloomberg China’s Property Crisis Is Starting to Ripple Across the World
https://www.bloomberg.com/news/articles/2024-02-09/china-s-real-estate-crisis-is-starting-to-ripple-across-the-world

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 21 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1094 If you happened to miss today's Webinar on CRE and the possible dangers from it, you can still watch the replay. Follow the link below.
https://event.webinarjam.com/go/replay/23/1ym21crukhgh4

Chinese "banks" opted for an unusually large cut to China's benchmark 5-year Loan Prime Rate. In truth, that appears at the behest of Beijing where authorities are becoming increasingly desperate. Nothing they are doing is working - and Chinese banks know it. China has a growing bank problem on its hands before any of its other major problems.

Eurodollar University's Money & Macro Analysis

Bloomberg China’s Bold Mortgage Rate Cut Met With Lukewarm Reaction
https://www.bloomberg.com/news/articles/2024-02-20/chinese-banks-cut-mortgage-reference-rate-by-most-on-record

CNBC China boosts property funding with first cut in key loan rate since June
https://www.cnbc.com/2024/02/20/china-cuts-benchmark-5-year-lending-rate-for-the-first-time-since-june.html

Monetary policy shocks and the signaling channel of monetary policy in China
https://www.sciencedirect.com/science/article/pii/S2666933123000047?ref=pdf_download&fr=RR-2&rr=85898a601dfcdb01

Bloomberg China’s Property Crisis Is Starting to Ripple Across the World
https://www.bloomberg.com/news/articles/2024-02-09/china-s-real-estate-crisis-is-starting-to-ripple-across-the-world

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No IT STARTED... We Need To Discuss This Immediately 705 705 IT STARTED... We Need To Discuss This Immediately full 54c4247a-4ee4-41d1-9765-324d6c37ded6 https://share.transistor.fm/s/299ef0ef If you happened to miss today's Webinar on CRE and the possible dangers from it, you can still watch the replay. Follow the link below.
https://event.webinarjam.com/channel/Eurodollarwebinar

As more countries around the world "unexpectedly" succumb to recession, the consequences aren't strictly economic. While globally synchronized means many more will follow, the costs need to be accounted for in human terms. Why does it feel like half the planet is on the move? It's the economy, stupid. 

Eurodollar University's Money & Macro Analysis

Skynews 8,000 migrants travel to southern border as election looms
https://www.youtube.com/watch?v=iKgRbVGO2XU

Autumn 2022 Economic Forecast: The EU economy at a turning point
https://economy-finance.ec.europa.eu/economic-forecast-and-surveys/economic-forecasts/autumn-2022-economic-forecast-eu-economy-turning-point_en

EC Autumn 2023 Economic Forecast: A modest recovery ahead after a challenging year
https://ec.europa.eu/commission/presscorner/detail/en/ip_23_5743

Winter 2024 Economic Forecast: A delayed rebound in growth amid faster easing of inflation
https://ec.europa.eu/commission/presscorner/detail/en/ip_24_730

Fitch Ratings
https://www.fitchratings.com/research/sovereigns/world-growth-to-fall-sharply-in-2024-us-recession-avoided-08-12-2023

Federal Reserve Financial Stability Report Oct 2023
https://www.federalreserve.gov/publications/files/financial-stability-report-20231020.pdf

World Bank Global Economic Prospects June 2023 https://openknowledge.worldbank.org/server/api/core/bitstreams/6e892b75-2594-4901-a036-46d0dec1e753/content

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university

]]> If you happened to miss today's Webinar on CRE and the possible dangers from it, you can still watch the replay. Follow the link below.
https://event.webinarjam.com/channel/Eurodollarwebinar

As more countries around the world "unexpectedly" succumb to recession, the consequences aren't strictly economic. While globally synchronized means many more will follow, the costs need to be accounted for in human terms. Why does it feel like half the planet is on the move? It's the economy, stupid. 

Eurodollar University's Money & Macro Analysis

Skynews 8,000 migrants travel to southern border as election looms
https://www.youtube.com/watch?v=iKgRbVGO2XU

Autumn 2022 Economic Forecast: The EU economy at a turning point
https://economy-finance.ec.europa.eu/economic-forecast-and-surveys/economic-forecasts/autumn-2022-economic-forecast-eu-economy-turning-point_en

EC Autumn 2023 Economic Forecast: A modest recovery ahead after a challenging year
https://ec.europa.eu/commission/presscorner/detail/en/ip_23_5743

Winter 2024 Economic Forecast: A delayed rebound in growth amid faster easing of inflation
https://ec.europa.eu/commission/presscorner/detail/en/ip_24_730

Fitch Ratings
https://www.fitchratings.com/research/sovereigns/world-growth-to-fall-sharply-in-2024-us-recession-avoided-08-12-2023

Federal Reserve Financial Stability Report Oct 2023
https://www.federalreserve.gov/publications/files/financial-stability-report-20231020.pdf

World Bank Global Economic Prospects June 2023 https://openknowledge.worldbank.org/server/api/core/bitstreams/6e892b75-2594-4901-a036-46d0dec1e753/content

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university

]]> Tue, 20 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1087 If you happened to miss today's Webinar on CRE and the possible dangers from it, you can still watch the replay. Follow the link below.
https://event.webinarjam.com/channel/Eurodollarwebinar

As more countries around the world "unexpectedly" succumb to recession, the consequences aren't strictly economic. While globally synchronized means many more will follow, the costs need to be accounted for in human terms. Why does it feel like half the planet is on the move? It's the economy, stupid. 

Eurodollar University's Money & Macro Analysis

Skynews 8,000 migrants travel to southern border as election looms
https://www.youtube.com/watch?v=iKgRbVGO2XU

Autumn 2022 Economic Forecast: The EU economy at a turning point
https://economy-finance.ec.europa.eu/economic-forecast-and-surveys/economic-forecasts/autumn-2022-economic-forecast-eu-economy-turning-point_en

EC Autumn 2023 Economic Forecast: A modest recovery ahead after a challenging year
https://ec.europa.eu/commission/presscorner/detail/en/ip_23_5743

Winter 2024 Economic Forecast: A delayed rebound in growth amid faster easing of inflation
https://ec.europa.eu/commission/presscorner/detail/en/ip_24_730

Fitch Ratings
https://www.fitchratings.com/research/sovereigns/world-growth-to-fall-sharply-in-2024-us-recession-avoided-08-12-2023

Federal Reserve Financial Stability Report Oct 2023
https://www.federalreserve.gov/publications/files/financial-stability-report-20231020.pdf

World Bank Global Economic Prospects June 2023 https://openknowledge.worldbank.org/server/api/core/bitstreams/6e892b75-2594-4901-a036-46d0dec1e753/content

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It's Official, Sh*t Is Really Hitting The Fan 704 704 It's Official, Sh*t Is Really Hitting The Fan full 36f1c002-3c79-4542-92b0-ab57ec6044a7 https://share.transistor.fm/s/a7282bae There are just a few more spaces left to sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

It's a recession rash. Economic growth expectations slashed, "unexpectedly", of course. Technical recessions spreading around the world's major economies because real ones are. Yet, still the idea of a US decoupling persists resting largely on a few past-tense stats and, most of all, equity investors. 

Eurodollar University's conversation w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_EDU

]]> There are just a few more spaces left to sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

It's a recession rash. Economic growth expectations slashed, "unexpectedly", of course. Technical recessions spreading around the world's major economies because real ones are. Yet, still the idea of a US decoupling persists resting largely on a few past-tense stats and, most of all, equity investors. 

Eurodollar University's conversation w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 19 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1191 There are just a few more spaces left to sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

It's a recession rash. Economic growth expectations slashed, "unexpectedly", of course. Technical recessions spreading around the world's major economies because real ones are. Yet, still the idea of a US decoupling persists resting largely on a few past-tense stats and, most of all, equity investors. 

Eurodollar University's conversation w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This has only happened one other time in history... 703 703 This has only happened one other time in history... full d9c699d3-b399-4ec3-8c94-0237aa5ee8ae https://share.transistor.fm/s/e8ddca6e Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

There are a lot of parallels now and the 1970s - and inflation isn't actually one of them. The whole world saw recession coming in 1979, even that vast majority of those on the FOMC. Except, there was no recession in '79. It's what leads up to contraction that matters, not when it finally gets noticed. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU

]]> Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

There are a lot of parallels now and the 1970s - and inflation isn't actually one of them. The whole world saw recession coming in 1979, even that vast majority of those on the FOMC. Except, there was no recession in '79. It's what leads up to contraction that matters, not when it finally gets noticed. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 18 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1142 Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

There are a lot of parallels now and the 1970s - and inflation isn't actually one of them. The whole world saw recession coming in 1979, even that vast majority of those on the FOMC. Except, there was no recession in '79. It's what leads up to contraction that matters, not when it finally gets noticed. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Dwarfs What We've Seen In Recent History 702 702 This Dwarfs What We've Seen In Recent History full dc632734-e806-49ae-8511-d3a6be153fc2 https://share.transistor.fm/s/ab2bf1ed Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

This is getting out of hand. Not only is it a major risk and not just to those "invested" in equities, there are several deeply troubling reasons to care why several major economy stock indexes are setting new highs while the economies allegedly tied to them suffer substantial now-recognized recessions. This isn't going to end well. 

Eurodollar University's Money & Macro Analysis

Investing.com Japan’s Nikkei 225 near record high as Q4 recession dents BOJ pivot bets
https://www.investing.com/news/stock-market-news/japans-nikkei-225-near-record-high-as-q4-recession-dents-boj-pivot-bets-3304175

Twitter: https://twitter.com/JeffSnider_EDU

]]> Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

This is getting out of hand. Not only is it a major risk and not just to those "invested" in equities, there are several deeply troubling reasons to care why several major economy stock indexes are setting new highs while the economies allegedly tied to them suffer substantial now-recognized recessions. This isn't going to end well. 

Eurodollar University's Money & Macro Analysis

Investing.com Japan’s Nikkei 225 near record high as Q4 recession dents BOJ pivot bets
https://www.investing.com/news/stock-market-news/japans-nikkei-225-near-record-high-as-q4-recession-dents-boj-pivot-bets-3304175

Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 16 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1127 Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

This is getting out of hand. Not only is it a major risk and not just to those "invested" in equities, there are several deeply troubling reasons to care why several major economy stock indexes are setting new highs while the economies allegedly tied to them suffer substantial now-recognized recessions. This isn't going to end well. 

Eurodollar University's Money & Macro Analysis

Investing.com Japan’s Nikkei 225 near record high as Q4 recession dents BOJ pivot bets
https://www.investing.com/news/stock-market-news/japans-nikkei-225-near-record-high-as-q4-recession-dents-boj-pivot-bets-3304175

Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The TRUTH About The Stock Market 701 701 The TRUTH About The Stock Market full 2474b0f3-4b7e-43de-bed1-6a55cb04f68d https://share.transistor.fm/s/6a8b2d23 Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

Stocks keep hitting new highs yet one of those markets which is doing just that also proves that it can't be because of the economy. This one leaves little doubt especially as so many other markets pile on with their views (not even talking bonds here). Stocks are buying a 'liquidity' story, not actual real world fundamentals. 

Eurodollar University's Money & Macro Analysis

Magnificent 7 Concentration
https://www.investopedia.com/magnificent-7-stocks-overcrowding-8576644

CNN Germany’s stock market just hit a new record high despite a faltering economy. What gives?
https://www.cnn.com/2023/12/06/investing/german-stock-market-dax-record-high/index.html

Investopedia DAX
https://www.investopedia.com/terms/d/dax.asp

BloombergNEF Copper Prices May Jump 20% by 2027 as Supply Deficit Rises
https://about.bnef.com/blog/copper-prices-may-jump-20-by-2027-as-supply-deficit-rises/

ING Aluminium surplus to persist as demand disappoints
https://think.ing.com/articles/aluminium-surplus-to-persist-as-demand-disappoints/

Twitter: https://twitter.com/JeffSnider_EDU

]]> Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

Stocks keep hitting new highs yet one of those markets which is doing just that also proves that it can't be because of the economy. This one leaves little doubt especially as so many other markets pile on with their views (not even talking bonds here). Stocks are buying a 'liquidity' story, not actual real world fundamentals. 

Eurodollar University's Money & Macro Analysis

Magnificent 7 Concentration
https://www.investopedia.com/magnificent-7-stocks-overcrowding-8576644

CNN Germany’s stock market just hit a new record high despite a faltering economy. What gives?
https://www.cnn.com/2023/12/06/investing/german-stock-market-dax-record-high/index.html

Investopedia DAX
https://www.investopedia.com/terms/d/dax.asp

BloombergNEF Copper Prices May Jump 20% by 2027 as Supply Deficit Rises
https://about.bnef.com/blog/copper-prices-may-jump-20-by-2027-as-supply-deficit-rises/

ING Aluminium surplus to persist as demand disappoints
https://think.ing.com/articles/aluminium-surplus-to-persist-as-demand-disappoints/

Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 15 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1115 Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

Stocks keep hitting new highs yet one of those markets which is doing just that also proves that it can't be because of the economy. This one leaves little doubt especially as so many other markets pile on with their views (not even talking bonds here). Stocks are buying a 'liquidity' story, not actual real world fundamentals. 

Eurodollar University's Money & Macro Analysis

Magnificent 7 Concentration
https://www.investopedia.com/magnificent-7-stocks-overcrowding-8576644

CNN Germany’s stock market just hit a new record high despite a faltering economy. What gives?
https://www.cnn.com/2023/12/06/investing/german-stock-market-dax-record-high/index.html

Investopedia DAX
https://www.investopedia.com/terms/d/dax.asp

BloombergNEF Copper Prices May Jump 20% by 2027 as Supply Deficit Rises
https://about.bnef.com/blog/copper-prices-may-jump-20-by-2027-as-supply-deficit-rises/

ING Aluminium surplus to persist as demand disappoints
https://think.ing.com/articles/aluminium-surplus-to-persist-as-demand-disappoints/

Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Striking Parallels Between Today's Inflation Report And 2011 700 700 Striking Parallels Between Today's Inflation Report And 2011 full e6cb06d7-0cea-48cb-80f5-23fa4856ba9a https://share.transistor.fm/s/16ed622a Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

No one remembers the "red hot" and "sticky" supply shock of 2010 and 2011 BECAUSE it was, yes, transitory. The Fed didn't need to raise rates or do anything. In fact, the FOMC was busy with more "accommodating" policies like Operation Twist and then two more QEs, yet consumer prices disinflate-d anyway. Outside of one artificial piece of the CPI, the January 2024 version was in every other way just like back then.

Eurodollar University's Money & Macro Analysis

CNNMoney Consumer prices up 2.1% in past year
https://money.cnn.com/2011/03/17/news/economy/cpi_inflation/index.htm

Boston Fed Eric Rosengren A Look Inside a Key Economic Debate: How Should Monetary Policy Respond to Price Increases Driven by Supply Shocks?
https://www.bostonfed.org/news-and-events/speeches/a-look-inside-a-key-economic-debate-how-should-monetary-policy-respond-to-price-increases-driven-by-supply-shocks.aspx

FOMC Transcript September 2011
https://www.federalreserve.gov/monetarypolicy/files/FOMC20110921meeting.pdf

December 2011 Tealbook
https://www.federalreserve.gov/monetarypolicy/files/FOMC20111213tealbooka20111207.pdf

Twitter: https://twitter.com/JeffSnider_EDU

]]> Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

No one remembers the "red hot" and "sticky" supply shock of 2010 and 2011 BECAUSE it was, yes, transitory. The Fed didn't need to raise rates or do anything. In fact, the FOMC was busy with more "accommodating" policies like Operation Twist and then two more QEs, yet consumer prices disinflate-d anyway. Outside of one artificial piece of the CPI, the January 2024 version was in every other way just like back then.

Eurodollar University's Money & Macro Analysis

CNNMoney Consumer prices up 2.1% in past year
https://money.cnn.com/2011/03/17/news/economy/cpi_inflation/index.htm

Boston Fed Eric Rosengren A Look Inside a Key Economic Debate: How Should Monetary Policy Respond to Price Increases Driven by Supply Shocks?
https://www.bostonfed.org/news-and-events/speeches/a-look-inside-a-key-economic-debate-how-should-monetary-policy-respond-to-price-increases-driven-by-supply-shocks.aspx

FOMC Transcript September 2011
https://www.federalreserve.gov/monetarypolicy/files/FOMC20110921meeting.pdf

December 2011 Tealbook
https://www.federalreserve.gov/monetarypolicy/files/FOMC20111213tealbooka20111207.pdf

Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 14 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1121 Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

No one remembers the "red hot" and "sticky" supply shock of 2010 and 2011 BECAUSE it was, yes, transitory. The Fed didn't need to raise rates or do anything. In fact, the FOMC was busy with more "accommodating" policies like Operation Twist and then two more QEs, yet consumer prices disinflate-d anyway. Outside of one artificial piece of the CPI, the January 2024 version was in every other way just like back then.

Eurodollar University's Money & Macro Analysis

CNNMoney Consumer prices up 2.1% in past year
https://money.cnn.com/2011/03/17/news/economy/cpi_inflation/index.htm

Boston Fed Eric Rosengren A Look Inside a Key Economic Debate: How Should Monetary Policy Respond to Price Increases Driven by Supply Shocks?
https://www.bostonfed.org/news-and-events/speeches/a-look-inside-a-key-economic-debate-how-should-monetary-policy-respond-to-price-increases-driven-by-supply-shocks.aspx

FOMC Transcript September 2011
https://www.federalreserve.gov/monetarypolicy/files/FOMC20110921meeting.pdf

December 2011 Tealbook
https://www.federalreserve.gov/monetarypolicy/files/FOMC20111213tealbooka20111207.pdf

Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Collapse Of The Dollar, Here's What You Must Know 699 699 The Collapse Of The Dollar, Here's What You Must Know full 2dc8111d-dc56-4190-8df6-f152963b8094 https://share.transistor.fm/s/a3bb21fd Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

China's yuan has been constantly put forward as a contender to 'dethrone' the dollar. Whatever sliver of a tiny chance it may have had before, it's zero now. The greater challenge is how to replace the existing reserve regime which does need an update. But that means eurodollar NOT dollar. This is not a trivial distinction; it is, in fact, everything. 

Eurodollar University's Money & Macro Analysis

FRBNY Monthly Review November 1960
https://fraser.stlouisfed.org/files/docs/publications/frbnyreview/rev_frbny_196011.pdf?utm_source=direct_download

BIS Quarterly Review June 2012
https://www.bis.org/publ/qtrpdf/r_qt1206f.pdf

Bloomberg A 99% Bond Wipeout Hands Hedge Funds a Harsh Lesson on China
https://www.bloomberg.com/news/articles/2024-02-08/a-99-bond-wipeout-hands-hedge-funds-a-harsh-lesson-on-china

Twitter: https://twitter.com/JeffSnider_EDU

]]> Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

China's yuan has been constantly put forward as a contender to 'dethrone' the dollar. Whatever sliver of a tiny chance it may have had before, it's zero now. The greater challenge is how to replace the existing reserve regime which does need an update. But that means eurodollar NOT dollar. This is not a trivial distinction; it is, in fact, everything. 

Eurodollar University's Money & Macro Analysis

FRBNY Monthly Review November 1960
https://fraser.stlouisfed.org/files/docs/publications/frbnyreview/rev_frbny_196011.pdf?utm_source=direct_download

BIS Quarterly Review June 2012
https://www.bis.org/publ/qtrpdf/r_qt1206f.pdf

Bloomberg A 99% Bond Wipeout Hands Hedge Funds a Harsh Lesson on China
https://www.bloomberg.com/news/articles/2024-02-08/a-99-bond-wipeout-hands-hedge-funds-a-harsh-lesson-on-china

Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 13 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1214 Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

China's yuan has been constantly put forward as a contender to 'dethrone' the dollar. Whatever sliver of a tiny chance it may have had before, it's zero now. The greater challenge is how to replace the existing reserve regime which does need an update. But that means eurodollar NOT dollar. This is not a trivial distinction; it is, in fact, everything. 

Eurodollar University's Money & Macro Analysis

FRBNY Monthly Review November 1960
https://fraser.stlouisfed.org/files/docs/publications/frbnyreview/rev_frbny_196011.pdf?utm_source=direct_download

BIS Quarterly Review June 2012
https://www.bis.org/publ/qtrpdf/r_qt1206f.pdf

Bloomberg A 99% Bond Wipeout Hands Hedge Funds a Harsh Lesson on China
https://www.bloomberg.com/news/articles/2024-02-08/a-99-bond-wipeout-hands-hedge-funds-a-harsh-lesson-on-china

Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Real Estate Insider Makes Shocking Predictions On Banking System And Real Estate 698 698 Real Estate Insider Makes Shocking Predictions On Banking System And Real Estate full afa405d6-4b32-4259-9420-3bfead0eca9d https://share.transistor.fm/s/23c80723 To get the rest of the conversation, become a Eurodollar University member and/or DDA subscriber. We've got unadvertised sales available that will allow you access to all the EDU content, including the the full hour-plus with Ken here:
https://www.eurodollar.university/sales-page-1

Eurodollar University's conversations w/Ken McElroy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> To get the rest of the conversation, become a Eurodollar University member and/or DDA subscriber. We've got unadvertised sales available that will allow you access to all the EDU content, including the the full hour-plus with Ken here:
https://www.eurodollar.university/sales-page-1

Eurodollar University's conversations w/Ken McElroy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 12 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1656 To get the rest of the conversation, become a Eurodollar University member and/or DDA subscriber. We've got unadvertised sales available that will allow you access to all the EDU content, including the the full hour-plus with Ken here:
https://www.eurodollar.university/sales-page-1

Eurodollar University's conversations w/Ken McElroy

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Is More Dangerous Than You Think 697 697 This Is More Dangerous Than You Think full 5e2227b3-dfab-4520-93b4-78c34733677b https://share.transistor.fm/s/1990e445 Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

The more they tell us how great everything is, the more you know it isn't. Americans like their compatriots from around the world know something isn't right. We've seen this kind of divergence from "elite" opinion, descriptions, even mainstream labor data before. Long and silent depression. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU

]]> Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

The more they tell us how great everything is, the more you know it isn't. Americans like their compatriots from around the world know something isn't right. We've seen this kind of divergence from "elite" opinion, descriptions, even mainstream labor data before. Long and silent depression. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 11 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1302 Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

The more they tell us how great everything is, the more you know it isn't. Americans like their compatriots from around the world know something isn't right. We've seen this kind of divergence from "elite" opinion, descriptions, even mainstream labor data before. Long and silent depression. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No While Everyone Is Focused On The Banking System This Just Happened To China 696 696 While Everyone Is Focused On The Banking System This Just Happened To China full d0493649-419a-4cae-ba56-bb4a8e2f33f5 https://share.transistor.fm/s/aac3a8ec Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

You might be amazed at just how much Chinese authorities have tried to stabilize their system. If you knew, you'd understand why so much of Beijing is verging on panic-mode. The huge response has come up empty which is a clear signal for how much trouble there really is. For his part, Xi Jinping purged another official unsurprisingly related to financial markets (stocks).  

Eurodollar University's Money & Macro Analysis

Bloomberg Xi’s Markets Shakeup Surprised Insiders, Showing Alarm Over Rout
https://www.bloomberg.com/news/articles/2024-02-08/xi-s-markets-shakeup-surprised-insiders-showing-alarm-over-rout

China's Securities Regulator
http://www.csrc.gov.cn/csrc_en/c102030/common_list.shtml?channelid=84bedf81e76a4c20b9f43a7c7190519b

Twitter: https://twitter.com/JeffSnider_EDU

]]> Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

You might be amazed at just how much Chinese authorities have tried to stabilize their system. If you knew, you'd understand why so much of Beijing is verging on panic-mode. The huge response has come up empty which is a clear signal for how much trouble there really is. For his part, Xi Jinping purged another official unsurprisingly related to financial markets (stocks).  

Eurodollar University's Money & Macro Analysis

Bloomberg Xi’s Markets Shakeup Surprised Insiders, Showing Alarm Over Rout
https://www.bloomberg.com/news/articles/2024-02-08/xi-s-markets-shakeup-surprised-insiders-showing-alarm-over-rout

China's Securities Regulator
http://www.csrc.gov.cn/csrc_en/c102030/common_list.shtml?channelid=84bedf81e76a4c20b9f43a7c7190519b

Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 09 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1106 Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

You might be amazed at just how much Chinese authorities have tried to stabilize their system. If you knew, you'd understand why so much of Beijing is verging on panic-mode. The huge response has come up empty which is a clear signal for how much trouble there really is. For his part, Xi Jinping purged another official unsurprisingly related to financial markets (stocks).  

Eurodollar University's Money & Macro Analysis

Bloomberg Xi’s Markets Shakeup Surprised Insiders, Showing Alarm Over Rout
https://www.bloomberg.com/news/articles/2024-02-08/xi-s-markets-shakeup-surprised-insiders-showing-alarm-over-rout

China's Securities Regulator
http://www.csrc.gov.cn/csrc_en/c102030/common_list.shtml?channelid=84bedf81e76a4c20b9f43a7c7190519b

Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Was This The Fatal Blow to Banking System?! (Urgent Deep Dive) 695 695 Was This The Fatal Blow to Banking System?! (Urgent Deep Dive) full 890c024e-2e6c-4541-8b1e-c472c69068a6 https://share.transistor.fm/s/2a8dfa98 Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

What's behind the renewed banking woes? Sure, we know it almost certainly has to do with commercial real estate, but we need to get a sense of how much trouble that might lead to. Digging into what information we have available, let's put some hard numbers on the CRE bubble while we go over the latest developments among the US regionals. 

Eurodollar University's Money & Macro Analysis

Financial Accounts of the United States (Z1)
https://www.federalreserve.gov/releases/z1/

Greenstreet Commercial Property Price Index
https://www.greenstreet.com/insights/CPPI

Brookline Bancorp Q4 2023 results
https://www.globenewswire.com/news-release/2024/01/24/2816078/0/en/Brookline-Bancorp-Announces-Fourth-Quarter-Results.html

BankUnited Inc Q4 2023 results
https://ir.bankunited.com/news-releases/news-release-details/bankunited-inc-reports-2023-results

Twitter: https://twitter.com/JeffSnider_EDU

]]> Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

What's behind the renewed banking woes? Sure, we know it almost certainly has to do with commercial real estate, but we need to get a sense of how much trouble that might lead to. Digging into what information we have available, let's put some hard numbers on the CRE bubble while we go over the latest developments among the US regionals. 

Eurodollar University's Money & Macro Analysis

Financial Accounts of the United States (Z1)
https://www.federalreserve.gov/releases/z1/

Greenstreet Commercial Property Price Index
https://www.greenstreet.com/insights/CPPI

Brookline Bancorp Q4 2023 results
https://www.globenewswire.com/news-release/2024/01/24/2816078/0/en/Brookline-Bancorp-Announces-Fourth-Quarter-Results.html

BankUnited Inc Q4 2023 results
https://ir.bankunited.com/news-releases/news-release-details/bankunited-inc-reports-2023-results

Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 08 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1233 Sign up for our free February 19th Presidents' Day Webinar. Visit our webpage for the details:
https://www.eurodollar.university

What's behind the renewed banking woes? Sure, we know it almost certainly has to do with commercial real estate, but we need to get a sense of how much trouble that might lead to. Digging into what information we have available, let's put some hard numbers on the CRE bubble while we go over the latest developments among the US regionals. 

Eurodollar University's Money & Macro Analysis

Financial Accounts of the United States (Z1)
https://www.federalreserve.gov/releases/z1/

Greenstreet Commercial Property Price Index
https://www.greenstreet.com/insights/CPPI

Brookline Bancorp Q4 2023 results
https://www.globenewswire.com/news-release/2024/01/24/2816078/0/en/Brookline-Bancorp-Announces-Fourth-Quarter-Results.html

BankUnited Inc Q4 2023 results
https://ir.bankunited.com/news-releases/news-release-details/bankunited-inc-reports-2023-results

Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Chart Shows Where The Economy Is Going (With 97% Probability) 694 694 This Chart Shows Where The Economy Is Going (With 97% Probability) full e7bc9037-9f94-4540-b0de-8d19f15759d8 https://share.transistor.fm/s/fc7e9ffe To sign up for our free February 19 webinar, follow the links at our homepage here:
https://www.eurodollar.university

According to these historically validated datapoints, the worst is straight ahead for the US in 2024. In just two charts, we can place together three critical pieces of macroeconomic information which provides a useful guide for determining cyclical circumstances in the US economy. Bank lending, commercial borrowing and, most important, commercial employing. 

Eurodollar University's Money & Macro Analysis

Federal Reserve SLOOS
https://www.federalreserve.gov/data/sloos.htm

Twitter: https://twitter.com/JeffSnider_EDU

]]> To sign up for our free February 19 webinar, follow the links at our homepage here:
https://www.eurodollar.university

According to these historically validated datapoints, the worst is straight ahead for the US in 2024. In just two charts, we can place together three critical pieces of macroeconomic information which provides a useful guide for determining cyclical circumstances in the US economy. Bank lending, commercial borrowing and, most important, commercial employing. 

Eurodollar University's Money & Macro Analysis

Federal Reserve SLOOS
https://www.federalreserve.gov/data/sloos.htm

Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 07 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1100 To sign up for our free February 19 webinar, follow the links at our homepage here:
https://www.eurodollar.university

According to these historically validated datapoints, the worst is straight ahead for the US in 2024. In just two charts, we can place together three critical pieces of macroeconomic information which provides a useful guide for determining cyclical circumstances in the US economy. Bank lending, commercial borrowing and, most important, commercial employing. 

Eurodollar University's Money & Macro Analysis

Federal Reserve SLOOS
https://www.federalreserve.gov/data/sloos.htm

Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Globally Systemic Market Is Sending A MASSIVE Warning 693 693 This Globally Systemic Market Is Sending A MASSIVE Warning full b619bf9b-8d31-470d-8ce1-fab976f93b5f https://share.transistor.fm/s/2114873e After an "unexpected" late 2023 plunge, oil prices rebounded and the WTI curve even managed to flip from contango to backwardation. Rather than point to a firming global situation, the latest move in the crude market instead proves it was just Red Sea shipping fears. A shocking collapse in German trade reminds us of what oil's fundamentals really are.

Eurodollar University's Money & Macro Analysis

IEA Monthly Oil Report December 2023
https://www.iea.org/reports/oil-market-report-december-2023

IEA Monthly Oil Report January 2024
https://www.iea.org/reports/oil-market-report-january-2024

ECB Combined Policy Decision and Statement January 2024
https://www.ecb.europa.eu/press/pressconf/shared/pdf/ecb.ds240125~d65b43331a.en.pdf?18350e063857b7aa27302e03a8f721d5

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> After an "unexpected" late 2023 plunge, oil prices rebounded and the WTI curve even managed to flip from contango to backwardation. Rather than point to a firming global situation, the latest move in the crude market instead proves it was just Red Sea shipping fears. A shocking collapse in German trade reminds us of what oil's fundamentals really are.

Eurodollar University's Money & Macro Analysis

IEA Monthly Oil Report December 2023
https://www.iea.org/reports/oil-market-report-december-2023

IEA Monthly Oil Report January 2024
https://www.iea.org/reports/oil-market-report-january-2024

ECB Combined Policy Decision and Statement January 2024
https://www.ecb.europa.eu/press/pressconf/shared/pdf/ecb.ds240125~d65b43331a.en.pdf?18350e063857b7aa27302e03a8f721d5

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 06 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1033 After an "unexpected" late 2023 plunge, oil prices rebounded and the WTI curve even managed to flip from contango to backwardation. Rather than point to a firming global situation, the latest move in the crude market instead proves it was just Red Sea shipping fears. A shocking collapse in German trade reminds us of what oil's fundamentals really are.

Eurodollar University's Money & Macro Analysis

IEA Monthly Oil Report December 2023
https://www.iea.org/reports/oil-market-report-december-2023

IEA Monthly Oil Report January 2024
https://www.iea.org/reports/oil-market-report-january-2024

ECB Combined Policy Decision and Statement January 2024
https://www.ecb.europa.eu/press/pressconf/shared/pdf/ecb.ds240125~d65b43331a.en.pdf?18350e063857b7aa27302e03a8f721d5

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oh WOW: It ALL Makes Sense Now 692 692 Oh WOW: It ALL Makes Sense Now full 53a1c725-d4fa-4607-a2ca-67cf75945db4 https://share.transistor.fm/s/c07ec4d4 Even though we don't yet have a topic or a possible guest scheduled, you can still sign up for the next EDU webinar anyway which will take place on Monday, February 19 at 6:30pm EDT. Link here:
https://event.webinarjam.com/channel/Eurodollarwebinar

It's not just the payroll data that is conflicted with itself, there are a number of other mainstream sources where the economic situation depicted by them could not be more different. Stepping back and looking at it all, we end up finding more lining up one way than the other. As Jay Powell prepares to take a victory lap, if he hasn't already he may want to temper his enthusiasm.

Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Even though we don't yet have a topic or a possible guest scheduled, you can still sign up for the next EDU webinar anyway which will take place on Monday, February 19 at 6:30pm EDT. Link here:
https://event.webinarjam.com/channel/Eurodollarwebinar

It's not just the payroll data that is conflicted with itself, there are a number of other mainstream sources where the economic situation depicted by them could not be more different. Stepping back and looking at it all, we end up finding more lining up one way than the other. As Jay Powell prepares to take a victory lap, if he hasn't already he may want to temper his enthusiasm.

Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 05 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1047 Even though we don't yet have a topic or a possible guest scheduled, you can still sign up for the next EDU webinar anyway which will take place on Monday, February 19 at 6:30pm EDT. Link here:
https://event.webinarjam.com/channel/Eurodollarwebinar

It's not just the payroll data that is conflicted with itself, there are a number of other mainstream sources where the economic situation depicted by them could not be more different. Stepping back and looking at it all, we end up finding more lining up one way than the other. As Jay Powell prepares to take a victory lap, if he hasn't already he may want to temper his enthusiasm.

Eurodollar University's conversations w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Inside The Most Ridiculous Jobs Market In Recent History 691 691 Inside The Most Ridiculous Jobs Market In Recent History full 11546a80-bcd4-4e54-94bf-a33b250c9bf0 https://share.transistor.fm/s/fa152714 Even though we don't yet have a topic or a possible guest scheduled, you can still sign up for the next EDU webinar anyway which will take place on Monday, February 19 at 6:30pm EDT. Link here:
https://event.webinarjam.com/channel/Eurodollarwebinar

This is getting ridiculous. We've become used to seeing Est. Survey vs. HH Survey in US labor data, but now it's Est. Survey vs. Est. Survey. The headline payroll number shows one thing, then the rest of the same data says the exact opposite. What in the hell is going on in the jobs report?

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Even though we don't yet have a topic or a possible guest scheduled, you can still sign up for the next EDU webinar anyway which will take place on Monday, February 19 at 6:30pm EDT. Link here:
https://event.webinarjam.com/channel/Eurodollarwebinar

This is getting ridiculous. We've become used to seeing Est. Survey vs. HH Survey in US labor data, but now it's Est. Survey vs. Est. Survey. The headline payroll number shows one thing, then the rest of the same data says the exact opposite. What in the hell is going on in the jobs report?

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 04 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1078 Even though we don't yet have a topic or a possible guest scheduled, you can still sign up for the next EDU webinar anyway which will take place on Monday, February 19 at 6:30pm EDT. Link here:
https://event.webinarjam.com/channel/Eurodollarwebinar

This is getting ridiculous. We've become used to seeing Est. Survey vs. HH Survey in US labor data, but now it's Est. Survey vs. Est. Survey. The headline payroll number shows one thing, then the rest of the same data says the exact opposite. What in the hell is going on in the jobs report?

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No I Fear That It Has Started… 690 690 I Fear That It Has Started… full 9f2fc7b4-0323-4f28-8893-8642bf1f271f https://share.transistor.fm/s/d7d0dcd7 If you're looking for a guide on collateral and how to spot shortfalls in it, get your copy of EDU's report on collateral shortages here:
https://funnel.eurodollar.university/collateral

This isn't about a relatively small New York community bank no one had heard of until yesterday. The markets reactions to it were far more important than the details of that bank's announcement. There is not a whole lot of faith in banking, and it may be the ball is rolling once again on that front. 

Eurodollar University's Money & Macro Analysis

NYCB Acquires Signature Assets
https://ir.mynycb.com/news-and-events/news-releases/press-release-details/2023/NEW-YORK-COMMUNITY-BANCORP-INC.-THROUGH-ITS-BANK-SUBSIDIARY-FLAGSTAR-BANK-N.A.-ACQUIRES-CERTAIN-ASSETS-AND-ASSUMES-CERTAIN-LIABILITIES-OF-SIGNATURE-BRIDGE-BANK-FROM-THE-FDIC/default.aspx

NYCB reports results for 2023
https://ir.mynycb.com/news-and-events/news-releases/press-release-details/2024/NEW-YORK-COMMUNITY-BANCORP-INC.-REPORTS-RECORD-RESULTS-FOR-2023/default.aspx

Bloomberg Markets NY Community Bancorp Plunges as Real Estate Risks Jolt Market
https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut?fromMostRead=true

FOMC Statement January 2024
https://www.federalreserve.gov/monetarypolicy/files/monetary20240131a1.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> If you're looking for a guide on collateral and how to spot shortfalls in it, get your copy of EDU's report on collateral shortages here:
https://funnel.eurodollar.university/collateral

This isn't about a relatively small New York community bank no one had heard of until yesterday. The markets reactions to it were far more important than the details of that bank's announcement. There is not a whole lot of faith in banking, and it may be the ball is rolling once again on that front. 

Eurodollar University's Money & Macro Analysis

NYCB Acquires Signature Assets
https://ir.mynycb.com/news-and-events/news-releases/press-release-details/2023/NEW-YORK-COMMUNITY-BANCORP-INC.-THROUGH-ITS-BANK-SUBSIDIARY-FLAGSTAR-BANK-N.A.-ACQUIRES-CERTAIN-ASSETS-AND-ASSUMES-CERTAIN-LIABILITIES-OF-SIGNATURE-BRIDGE-BANK-FROM-THE-FDIC/default.aspx

NYCB reports results for 2023
https://ir.mynycb.com/news-and-events/news-releases/press-release-details/2024/NEW-YORK-COMMUNITY-BANCORP-INC.-REPORTS-RECORD-RESULTS-FOR-2023/default.aspx

Bloomberg Markets NY Community Bancorp Plunges as Real Estate Risks Jolt Market
https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut?fromMostRead=true

FOMC Statement January 2024
https://www.federalreserve.gov/monetarypolicy/files/monetary20240131a1.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 02 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1173 If you're looking for a guide on collateral and how to spot shortfalls in it, get your copy of EDU's report on collateral shortages here:
https://funnel.eurodollar.university/collateral

This isn't about a relatively small New York community bank no one had heard of until yesterday. The markets reactions to it were far more important than the details of that bank's announcement. There is not a whole lot of faith in banking, and it may be the ball is rolling once again on that front. 

Eurodollar University's Money & Macro Analysis

NYCB Acquires Signature Assets
https://ir.mynycb.com/news-and-events/news-releases/press-release-details/2023/NEW-YORK-COMMUNITY-BANCORP-INC.-THROUGH-ITS-BANK-SUBSIDIARY-FLAGSTAR-BANK-N.A.-ACQUIRES-CERTAIN-ASSETS-AND-ASSUMES-CERTAIN-LIABILITIES-OF-SIGNATURE-BRIDGE-BANK-FROM-THE-FDIC/default.aspx

NYCB reports results for 2023
https://ir.mynycb.com/news-and-events/news-releases/press-release-details/2024/NEW-YORK-COMMUNITY-BANCORP-INC.-REPORTS-RECORD-RESULTS-FOR-2023/default.aspx

Bloomberg Markets NY Community Bancorp Plunges as Real Estate Risks Jolt Market
https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut?fromMostRead=true

FOMC Statement January 2024
https://www.federalreserve.gov/monetarypolicy/files/monetary20240131a1.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No A Historical Anomaly Is Occurring: Why This Change Matters Now 689 689 A Historical Anomaly Is Occurring: Why This Change Matters Now full 554856c5-958b-42c5-ac70-08d1b35b1137 https://share.transistor.fm/s/eb7d6d9a Even though we don't yet have a topic or a possible guest scheduled, you can still sign up for the next EDU webinar anyway which will take place on Monday, February 19 at 6:30pm EDT. Link here:
https://event.webinarjam.com/channel/Eurodollarwebinar

Suggest topics or someone to join Jeff on Presidents Day in the comments.

Wild day in bonds has the market doing something highly unusual. There "shouldn't" be a rally in LT rates so soon after the last big one. Global markets are strong anyway which could be a warning about a couple things, from the monetary to the economy. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Even though we don't yet have a topic or a possible guest scheduled, you can still sign up for the next EDU webinar anyway which will take place on Monday, February 19 at 6:30pm EDT. Link here:
https://event.webinarjam.com/channel/Eurodollarwebinar

Suggest topics or someone to join Jeff on Presidents Day in the comments.

Wild day in bonds has the market doing something highly unusual. There "shouldn't" be a rally in LT rates so soon after the last big one. Global markets are strong anyway which could be a warning about a couple things, from the monetary to the economy. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 01 Feb 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1217 Even though we don't yet have a topic or a possible guest scheduled, you can still sign up for the next EDU webinar anyway which will take place on Monday, February 19 at 6:30pm EDT. Link here:
https://event.webinarjam.com/channel/Eurodollarwebinar

Suggest topics or someone to join Jeff on Presidents Day in the comments.

Wild day in bonds has the market doing something highly unusual. There "shouldn't" be a rally in LT rates so soon after the last big one. Global markets are strong anyway which could be a warning about a couple things, from the monetary to the economy. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Is The Government Debt Confirming a Crisis 688 688 Is The Government Debt Confirming a Crisis full 43a9038f-5ec9-45f1-9053-ce62ca2a9db0 https://share.transistor.fm/s/8757a3fe Full interview with Brent Johnson on Eurodollar Dominance
https://funnel.eurodollar.university/dollar

You won't believe how much debt our broke government issued last year. MULTIPLE trillions. At the same time, the Federal Reserve did three-quarters of a trillion USTs roll off its balance sheet (QT). Rather than destroy the Treasury market or bonds in general, quite the opposite has happened. You NEED to ask yourself WHY. There is no soft landing here.

Eurodollar University's Money & Macro Analysis

TBAC Most Recent Quarterly Refunding
https://home.treasury.gov/policy-issues/financing-the-government/quarterly-refunding/most-recent-quarterly-refunding-documents

TBAC Treasury Borrowing Estimates for Q1 2024
https://home.treasury.gov/news/press-releases/jy2054

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Full interview with Brent Johnson on Eurodollar Dominance
https://funnel.eurodollar.university/dollar

You won't believe how much debt our broke government issued last year. MULTIPLE trillions. At the same time, the Federal Reserve did three-quarters of a trillion USTs roll off its balance sheet (QT). Rather than destroy the Treasury market or bonds in general, quite the opposite has happened. You NEED to ask yourself WHY. There is no soft landing here.

Eurodollar University's Money & Macro Analysis

TBAC Most Recent Quarterly Refunding
https://home.treasury.gov/policy-issues/financing-the-government/quarterly-refunding/most-recent-quarterly-refunding-documents

TBAC Treasury Borrowing Estimates for Q1 2024
https://home.treasury.gov/news/press-releases/jy2054

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 31 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1039 Full interview with Brent Johnson on Eurodollar Dominance
https://funnel.eurodollar.university/dollar

You won't believe how much debt our broke government issued last year. MULTIPLE trillions. At the same time, the Federal Reserve did three-quarters of a trillion USTs roll off its balance sheet (QT). Rather than destroy the Treasury market or bonds in general, quite the opposite has happened. You NEED to ask yourself WHY. There is no soft landing here.

Eurodollar University's Money & Macro Analysis

TBAC Most Recent Quarterly Refunding
https://home.treasury.gov/policy-issues/financing-the-government/quarterly-refunding/most-recent-quarterly-refunding-documents

TBAC Treasury Borrowing Estimates for Q1 2024
https://home.treasury.gov/news/press-releases/jy2054

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No New Survey Shows The Raw Reality Of Our Situation 687 687 New Survey Shows The Raw Reality Of Our Situation full c142b295-e775-43b7-bfbd-178fca69411b https://share.transistor.fm/s/0a19f0b2 New York Fed's Empire PMI kicked off the January data cycle by plunging. In the meantime, the rest of the regional data filled in the picture for the month and the final one of the group ended up more like the first one than not. We shouldn't underestimate the usefulness of these surveys especially since there are numerous signs, however long it might end up being, this is still a cycle. 

Eurodollar University's Money & Macro Analysis

Texas Manufacturing Outlook Survey
https://www.dallasfed.org/research/surveys/tmos/2024/2401#tab-report

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> New York Fed's Empire PMI kicked off the January data cycle by plunging. In the meantime, the rest of the regional data filled in the picture for the month and the final one of the group ended up more like the first one than not. We shouldn't underestimate the usefulness of these surveys especially since there are numerous signs, however long it might end up being, this is still a cycle. 

Eurodollar University's Money & Macro Analysis

Texas Manufacturing Outlook Survey
https://www.dallasfed.org/research/surveys/tmos/2024/2401#tab-report

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 30 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1142 New York Fed's Empire PMI kicked off the January data cycle by plunging. In the meantime, the rest of the regional data filled in the picture for the month and the final one of the group ended up more like the first one than not. We shouldn't underestimate the usefulness of these surveys especially since there are numerous signs, however long it might end up being, this is still a cycle. 

Eurodollar University's Money & Macro Analysis

Texas Manufacturing Outlook Survey
https://www.dallasfed.org/research/surveys/tmos/2024/2401#tab-report

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Global Consequences of $300 Trillion in Lost Economic Growth: Hugh Hendry 686 686 The Global Consequences of $300 Trillion in Lost Economic Growth: Hugh Hendry full 7ea33315-4cee-4d32-b457-970b98834fbd https://share.transistor.fm/s/9a1bc052 To see the rest of Jeff's conversation with Hugh, become an EDU member or DDA subscriber. There is so much more available for EDU members and subscribers, starting with loads of background material, video series like the Basics, multi-part presentations, Q&A vids, Classroom pieces that go over the crucial parts of money and the eurodollar system. Subscribers to EDU's Deep Dive Analysis (DDA) get daily deep dives into current events, what's really happening and what they mean. 

We are having an "unadvertised" sales so you can take advantage of our best offer packaging the DDA and a membership together while also including our Daily Briefing, too. All the details here:

https://www.eurodollar.university/sales-page-1

Eurodollar University's Guest Conversations: Hugh Hendry

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> To see the rest of Jeff's conversation with Hugh, become an EDU member or DDA subscriber. There is so much more available for EDU members and subscribers, starting with loads of background material, video series like the Basics, multi-part presentations, Q&A vids, Classroom pieces that go over the crucial parts of money and the eurodollar system. Subscribers to EDU's Deep Dive Analysis (DDA) get daily deep dives into current events, what's really happening and what they mean. 

We are having an "unadvertised" sales so you can take advantage of our best offer packaging the DDA and a membership together while also including our Daily Briefing, too. All the details here:

https://www.eurodollar.university/sales-page-1

Eurodollar University's Guest Conversations: Hugh Hendry

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 29 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 2056 To see the rest of Jeff's conversation with Hugh, become an EDU member or DDA subscriber. There is so much more available for EDU members and subscribers, starting with loads of background material, video series like the Basics, multi-part presentations, Q&A vids, Classroom pieces that go over the crucial parts of money and the eurodollar system. Subscribers to EDU's Deep Dive Analysis (DDA) get daily deep dives into current events, what's really happening and what they mean. 

We are having an "unadvertised" sales so you can take advantage of our best offer packaging the DDA and a membership together while also including our Daily Briefing, too. All the details here:

https://www.eurodollar.university/sales-page-1

Eurodollar University's Guest Conversations: Hugh Hendry

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It's Here: The Fed New Plan Changes Everything 685 685 It's Here: The Fed New Plan Changes Everything full bd238ddc-66b2-4d2a-9466-542aae7b3139 https://share.transistor.fm/s/8b0856c7 The Fed keeps having to screw around with what should be its primary job. The Fed is now trying to go back to the past with its Discount Window, hoping to fix it so the program might work this time. Officials are in a bind being forced to unwind the BTFP after unintentionally granting too generous terms. What are they missing? 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Fed keeps having to screw around with what should be its primary job. The Fed is now trying to go back to the past with its Discount Window, hoping to fix it so the program might work this time. Officials are in a bind being forced to unwind the BTFP after unintentionally granting too generous terms. What are they missing? 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 28 Jan 2024 19:00:00 -0500 Jeff Snider Jeff Snider 1312 The Fed keeps having to screw around with what should be its primary job. The Fed is now trying to go back to the past with its Discount Window, hoping to fix it so the program might work this time. Officials are in a bind being forced to unwind the BTFP after unintentionally granting too generous terms. What are they missing? 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Shocking Implications from Viral GDP Report 684 684 Shocking Implications from Viral GDP Report full 246f1789-10e2-46fc-afb1-912e8a932132 https://share.transistor.fm/s/0e697e02 For those in the Soft Landing USA camp, there was everything in today's Q4 2023 GDP report. Growth rate, consumers, an even more solid dose of disinflation. Near perfect Goldilocks. So why wasn't it taken that way in the market? Some answers from Europe. 

Eurodollar University's Money & Macro Analysis

Bloomberg Lagarde Says It’s Likely ECB Will Cut Rates in Summer
https://www.bloomberg.com/news/articles/2024-01-17/davos-2024-lagarde-says-agressive-rate-cut-bets-don-t-help-ecb

ECB Monetary Policy Statement
https://www.ecb.europa.eu/press/pressconf/2024/html/ecb.is240125~db0f145c32.en.html

Bloomberg  Lagarde’s Talk of Summer ECB Cut Sees Traders Bet on April
https://www.bloomberg.com/news/articles/2024-01-25/ecb-s-lagarde-stands-by-comments-on-likely-summer-rate-cut

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> For those in the Soft Landing USA camp, there was everything in today's Q4 2023 GDP report. Growth rate, consumers, an even more solid dose of disinflation. Near perfect Goldilocks. So why wasn't it taken that way in the market? Some answers from Europe. 

Eurodollar University's Money & Macro Analysis

Bloomberg Lagarde Says It’s Likely ECB Will Cut Rates in Summer
https://www.bloomberg.com/news/articles/2024-01-17/davos-2024-lagarde-says-agressive-rate-cut-bets-don-t-help-ecb

ECB Monetary Policy Statement
https://www.ecb.europa.eu/press/pressconf/2024/html/ecb.is240125~db0f145c32.en.html

Bloomberg  Lagarde’s Talk of Summer ECB Cut Sees Traders Bet on April
https://www.bloomberg.com/news/articles/2024-01-25/ecb-s-lagarde-stands-by-comments-on-likely-summer-rate-cut

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Fri, 26 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1040 For those in the Soft Landing USA camp, there was everything in today's Q4 2023 GDP report. Growth rate, consumers, an even more solid dose of disinflation. Near perfect Goldilocks. So why wasn't it taken that way in the market? Some answers from Europe. 

Eurodollar University's Money & Macro Analysis

Bloomberg Lagarde Says It’s Likely ECB Will Cut Rates in Summer
https://www.bloomberg.com/news/articles/2024-01-17/davos-2024-lagarde-says-agressive-rate-cut-bets-don-t-help-ecb

ECB Monetary Policy Statement
https://www.ecb.europa.eu/press/pressconf/2024/html/ecb.is240125~db0f145c32.en.html

Bloomberg  Lagarde’s Talk of Summer ECB Cut Sees Traders Bet on April
https://www.bloomberg.com/news/articles/2024-01-25/ecb-s-lagarde-stands-by-comments-on-likely-summer-rate-cut

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: The World Isn't Ready for What Happened In CHINA 683 683 BREAKING: The World Isn't Ready for What Happened In CHINA full 899ebf4b-340c-4487-9871-4e28690eb02b https://share.transistor.fm/s/e942eee0 Unnerved by recent developments in financial markets and its economy, Chinese authorities unveiled a rash of new measures. To understand the degree of danger, we examine the proposals before keying on critical signals like repo and interbank conditions. 

Eurodollar University's Money & Macro Analysis

PBOC statement
http://www.pbc.gov.cn/goutongjiaoliu/113456/113469/5218615/index.html

Bloomberg  China Weighs Stock Market Rescue Package Backed by $278 Billion
https://www.bloomberg.com/news/articles/2024-01-23/china-mulls-stock-market-rescue-package-backed-by-278-billion?fromMostRead=true

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Unnerved by recent developments in financial markets and its economy, Chinese authorities unveiled a rash of new measures. To understand the degree of danger, we examine the proposals before keying on critical signals like repo and interbank conditions. 

Eurodollar University's Money & Macro Analysis

PBOC statement
http://www.pbc.gov.cn/goutongjiaoliu/113456/113469/5218615/index.html

Bloomberg  China Weighs Stock Market Rescue Package Backed by $278 Billion
https://www.bloomberg.com/news/articles/2024-01-23/china-mulls-stock-market-rescue-package-backed-by-278-billion?fromMostRead=true

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Thu, 25 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1211 Unnerved by recent developments in financial markets and its economy, Chinese authorities unveiled a rash of new measures. To understand the degree of danger, we examine the proposals before keying on critical signals like repo and interbank conditions. 

Eurodollar University's Money & Macro Analysis

PBOC statement
http://www.pbc.gov.cn/goutongjiaoliu/113456/113469/5218615/index.html

Bloomberg  China Weighs Stock Market Rescue Package Backed by $278 Billion
https://www.bloomberg.com/news/articles/2024-01-23/china-mulls-stock-market-rescue-package-backed-by-278-billion?fromMostRead=true

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Stock Market Goes Up When Sh*t Is Hitting Fan Globally 682 682 This Stock Market Goes Up When Sh*t Is Hitting Fan Globally full f0d48917-7c6e-43f6-8fdf-ef68039c8806 https://share.transistor.fm/s/e7533955 Beside the S&P 500, Japan's Nikkei 225 has been basking in the global spotlight. Surging to its highest in decades and not all that far anymore from its own all-time mark, it might seem Japanese equity investors are expressing loads of confidence from the Asian perspective. Just like US indices, however, there are a number of reasons to look at the Nikkei with caution - starting with China and then going from there. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Beside the S&P 500, Japan's Nikkei 225 has been basking in the global spotlight. Surging to its highest in decades and not all that far anymore from its own all-time mark, it might seem Japanese equity investors are expressing loads of confidence from the Asian perspective. Just like US indices, however, there are a number of reasons to look at the Nikkei with caution - starting with China and then going from there. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 24 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1111 Beside the S&P 500, Japan's Nikkei 225 has been basking in the global spotlight. Surging to its highest in decades and not all that far anymore from its own all-time mark, it might seem Japanese equity investors are expressing loads of confidence from the Asian perspective. Just like US indices, however, there are a number of reasons to look at the Nikkei with caution - starting with China and then going from there. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Stock Market Is MUCH Worse Than You Think 681 681 The Stock Market Is MUCH Worse Than You Think full b14d5462-a4ff-4eb7-bdd4-7394142172e8 https://share.transistor.fm/s/6a6be36d First part of Mike Green conversation, including the retirement bombshell from IBM:
https://www.youtube.com/watch?v=6jfIDNqVnZo

The rest of it is available for EDU members and DDA subscribers. If you aren't one, you can become one here:
https://www.eurodollar.university/memberssubscriptions

The S&P 500 hit another record high. That's proof the US is on track to achieve its Goldilocks scenario, soft landing and disinflation combined. Or is it? What do stock indexes really tell us? Sifting through the averages they instead picture a different set of conditions (assist from Mike Green). The vast majority of US shares look far more Chinese than Magnificent 7.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> First part of Mike Green conversation, including the retirement bombshell from IBM:
https://www.youtube.com/watch?v=6jfIDNqVnZo

The rest of it is available for EDU members and DDA subscribers. If you aren't one, you can become one here:
https://www.eurodollar.university/memberssubscriptions

The S&P 500 hit another record high. That's proof the US is on track to achieve its Goldilocks scenario, soft landing and disinflation combined. Or is it? What do stock indexes really tell us? Sifting through the averages they instead picture a different set of conditions (assist from Mike Green). The vast majority of US shares look far more Chinese than Magnificent 7.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 23 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1153 First part of Mike Green conversation, including the retirement bombshell from IBM:
https://www.youtube.com/watch?v=6jfIDNqVnZo

The rest of it is available for EDU members and DDA subscribers. If you aren't one, you can become one here:
https://www.eurodollar.university/memberssubscriptions

The S&P 500 hit another record high. That's proof the US is on track to achieve its Goldilocks scenario, soft landing and disinflation combined. Or is it? What do stock indexes really tell us? Sifting through the averages they instead picture a different set of conditions (assist from Mike Green). The vast majority of US shares look far more Chinese than Magnificent 7.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What Is Going On With The Bond Market? 680 680 What Is Going On With The Bond Market? full c336af3f-653a-4998-aed3-4299a52ee652 https://share.transistor.fm/s/9bc40d80 You often hear someone in the media say the bond market is currently pricing for five or six Fed rate cuts. That's not actually what's being priced. This is not a subtle difference or a few degrees of interpretation. This is night and day with stocks potentially getting caught in between. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> You often hear someone in the media say the bond market is currently pricing for five or six Fed rate cuts. That's not actually what's being priced. This is not a subtle difference or a few degrees of interpretation. This is night and day with stocks potentially getting caught in between. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Mon, 22 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1133 You often hear someone in the media say the bond market is currently pricing for five or six Fed rate cuts. That's not actually what's being priced. This is not a subtle difference or a few degrees of interpretation. This is night and day with stocks potentially getting caught in between. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Emergency Report Reveals Truth About The Banking Crisis 679 679 Emergency Report Reveals Truth About The Banking Crisis full 0d5288b8-e485-4901-bf65-00c110060ef8 https://share.transistor.fm/s/0f0a0b20 EDU's report on Collateral Shortages
https://funnel.eurodollar.university/collateral

What was last year's banking crisis really about? Deposit flight was only the first part of it. In a bombshell report prepared by a working group of the G30, it admits the biggest challenge for banks and central banks alike was...collateral. What the group recommends authorities do about it is...insane. 

Eurodollar University's Money & Macro Analysis

G30 BANK FAILURES AND CONTAGION LENDER OF LAST RESORT, LIQUIDITY, AND RISK MANAGEMENT
https://group30.org/images/uploads/publications/G30_Lessons-23-Crisis_RPT_Final.pdf

BPI Comment on the New G30 Report
https://bpi.com/wp-content/uploads/2024/01/Comment-on-the-new-G30-report.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> EDU's report on Collateral Shortages
https://funnel.eurodollar.university/collateral

What was last year's banking crisis really about? Deposit flight was only the first part of it. In a bombshell report prepared by a working group of the G30, it admits the biggest challenge for banks and central banks alike was...collateral. What the group recommends authorities do about it is...insane. 

Eurodollar University's Money & Macro Analysis

G30 BANK FAILURES AND CONTAGION LENDER OF LAST RESORT, LIQUIDITY, AND RISK MANAGEMENT
https://group30.org/images/uploads/publications/G30_Lessons-23-Crisis_RPT_Final.pdf

BPI Comment on the New G30 Report
https://bpi.com/wp-content/uploads/2024/01/Comment-on-the-new-G30-report.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Sun, 21 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1101 EDU's report on Collateral Shortages
https://funnel.eurodollar.university/collateral

What was last year's banking crisis really about? Deposit flight was only the first part of it. In a bombshell report prepared by a working group of the G30, it admits the biggest challenge for banks and central banks alike was...collateral. What the group recommends authorities do about it is...insane. 

Eurodollar University's Money & Macro Analysis

G30 BANK FAILURES AND CONTAGION LENDER OF LAST RESORT, LIQUIDITY, AND RISK MANAGEMENT
https://group30.org/images/uploads/publications/G30_Lessons-23-Crisis_RPT_Final.pdf

BPI Comment on the New G30 Report
https://bpi.com/wp-content/uploads/2024/01/Comment-on-the-new-G30-report.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No How China's Purges Reveal What Lies Ahead 678 678 How China's Purges Reveal What Lies Ahead full ae63c4e3-e0d3-48f2-bc13-4a4ea6eda540 https://share.transistor.fm/s/4d609ca3 More data from the Chinese economy and real estate market which further confirms the dire situation China is facing. Xi Jinping is facing that situation by tightening his grip even further, waging a stepped-up war against corruption even though Xi declared corruption had been defeated five years ago. This isn't about corruption; the more the Chinese gov't does, including purges, the worst it is getting. 

Eurodollar University's Money & Macro Analysis

SCMP ‘No one is safe’: China purges record number of senior officials in 2023, with more ‘tigers’ likely to fall
https://www.scmp.com/news/china/politics/article/3247040/no-one-safe-china-purges-record-number-senior-officials-2023-more-tigers-likely-fall

Bloomberg China’s Defense Purge Strikes at Heart of Xi’s Military Reforms
https://www.bloomberg.com/news/articles/2024-01-04/china-s-defense-purge-strikes-at-heart-of-xi-s-military-reforms

Asia Times Water in Chinese missiles’ tanks is a fake story
https://asiatimes.com/2024/01/water-in-chinese-missiles-tanks-is-a-fake-story/

VOA Dreary Economic Data Suggests Struggles Ahead for China
https://www.voanews.com/a/dreary-economic-data-suggests-struggles-ahead-for-china/7444827.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #china #xijinping #taiwan

]]> More data from the Chinese economy and real estate market which further confirms the dire situation China is facing. Xi Jinping is facing that situation by tightening his grip even further, waging a stepped-up war against corruption even though Xi declared corruption had been defeated five years ago. This isn't about corruption; the more the Chinese gov't does, including purges, the worst it is getting. 

Eurodollar University's Money & Macro Analysis

SCMP ‘No one is safe’: China purges record number of senior officials in 2023, with more ‘tigers’ likely to fall
https://www.scmp.com/news/china/politics/article/3247040/no-one-safe-china-purges-record-number-senior-officials-2023-more-tigers-likely-fall

Bloomberg China’s Defense Purge Strikes at Heart of Xi’s Military Reforms
https://www.bloomberg.com/news/articles/2024-01-04/china-s-defense-purge-strikes-at-heart-of-xi-s-military-reforms

Asia Times Water in Chinese missiles’ tanks is a fake story
https://asiatimes.com/2024/01/water-in-chinese-missiles-tanks-is-a-fake-story/

VOA Dreary Economic Data Suggests Struggles Ahead for China
https://www.voanews.com/a/dreary-economic-data-suggests-struggles-ahead-for-china/7444827.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #china #xijinping #taiwan

]]> Fri, 19 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1083 More data from the Chinese economy and real estate market which further confirms the dire situation China is facing. Xi Jinping is facing that situation by tightening his grip even further, waging a stepped-up war against corruption even though Xi declared corruption had been defeated five years ago. This isn't about corruption; the more the Chinese gov't does, including purges, the worst it is getting. 

Eurodollar University's Money & Macro Analysis

SCMP ‘No one is safe’: China purges record number of senior officials in 2023, with more ‘tigers’ likely to fall
https://www.scmp.com/news/china/politics/article/3247040/no-one-safe-china-purges-record-number-senior-officials-2023-more-tigers-likely-fall

Bloomberg China’s Defense Purge Strikes at Heart of Xi’s Military Reforms
https://www.bloomberg.com/news/articles/2024-01-04/china-s-defense-purge-strikes-at-heart-of-xi-s-military-reforms

Asia Times Water in Chinese missiles’ tanks is a fake story
https://asiatimes.com/2024/01/water-in-chinese-missiles-tanks-is-a-fake-story/

VOA Dreary Economic Data Suggests Struggles Ahead for China
https://www.voanews.com/a/dreary-economic-data-suggests-struggles-ahead-for-china/7444827.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #china #xijinping #taiwan

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What the hell does this data mean? 677 677 What the hell does this data mean? full 20b3743e-3ec9-4b3b-905d-01109b506349 https://share.transistor.fm/s/0e1f8d6a Ho ho wut? Data looks awful one day but fine the next. Yesterday's Empire Fed plunged, yet today the gov't reports retail sales numbers that look fine. Was Christmas a bust, or was it strong like everyone now says? Reconciling these numbers - including production - isn't really difficult starting with "strong" context. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot

]]> Ho ho wut? Data looks awful one day but fine the next. Yesterday's Empire Fed plunged, yet today the gov't reports retail sales numbers that look fine. Was Christmas a bust, or was it strong like everyone now says? Reconciling these numbers - including production - isn't really difficult starting with "strong" context. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot

]]> Thu, 18 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1149 Ho ho wut? Data looks awful one day but fine the next. Yesterday's Empire Fed plunged, yet today the gov't reports retail sales numbers that look fine. Was Christmas a bust, or was it strong like everyone now says? Reconciling these numbers - including production - isn't really difficult starting with "strong" context. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Breaking Report Shows What's Coming In 2024 676 676 Breaking Report Shows What's Coming In 2024 full 49cb0966-35d5-41f7-806e-0c7cf16d482a https://share.transistor.fm/s/dd3b1f8b The Empire Fed's manufacturing PMI absolutely plummeted in January 2024. While it may be just one region for one month, these numbers are some of the worst on record and convincingly add to the growing list of evidence that the US economy is heading into the non-linear part of the recession process. 

Eurodollar University's Money & Macro Analysis

Bloomberg Germany Narrowly Escapes Recession But Outlook Remains Tough
https://www.bloomberg.com/news/articles/2024-01-15/germany-s-economy-shrank-last-year-for-first-time-since-pandemic

NYT Recession: Some Criteria Missing, So Far (1974)
https://www.nytimes.com/1974/08/28/archives/recession-some-criteria-missing-so-far-there-will-be-no-recession.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> The Empire Fed's manufacturing PMI absolutely plummeted in January 2024. While it may be just one region for one month, these numbers are some of the worst on record and convincingly add to the growing list of evidence that the US economy is heading into the non-linear part of the recession process. 

Eurodollar University's Money & Macro Analysis

Bloomberg Germany Narrowly Escapes Recession But Outlook Remains Tough
https://www.bloomberg.com/news/articles/2024-01-15/germany-s-economy-shrank-last-year-for-first-time-since-pandemic

NYT Recession: Some Criteria Missing, So Far (1974)
https://www.nytimes.com/1974/08/28/archives/recession-some-criteria-missing-so-far-there-will-be-no-recession.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Wed, 17 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1133 The Empire Fed's manufacturing PMI absolutely plummeted in January 2024. While it may be just one region for one month, these numbers are some of the worst on record and convincingly add to the growing list of evidence that the US economy is heading into the non-linear part of the recession process. 

Eurodollar University's Money & Macro Analysis

Bloomberg Germany Narrowly Escapes Recession But Outlook Remains Tough
https://www.bloomberg.com/news/articles/2024-01-15/germany-s-economy-shrank-last-year-for-first-time-since-pandemic

NYT Recession: Some Criteria Missing, So Far (1974)
https://www.nytimes.com/1974/08/28/archives/recession-some-criteria-missing-so-far-there-will-be-no-recession.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Unbelievable Connection Between LTCM, The GFC and What Lies Ahead in 2024: Jim Rickards' Deep Dive 675 675 Unbelievable Connection Between LTCM, The GFC and What Lies Ahead in 2024: Jim Rickards' Deep Dive full 393224e7-9d99-4e1c-999f-1120757970f5 https://share.transistor.fm/s/f086e58d To watch the full interview you can access it with our deep dive or membership site https://www.eurodollar.university

This conversation wasn’t just an inside account of LTCM and a recall of history at of those famous crossroads, Jim Rickards and Jeff ruminate over the implications from the affair which are still reverberating through time right up to this day. The struggles to contain the fallout from the debacle are every bit as relevant now as it was shocking way back then. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> To watch the full interview you can access it with our deep dive or membership site https://www.eurodollar.university

This conversation wasn’t just an inside account of LTCM and a recall of history at of those famous crossroads, Jim Rickards and Jeff ruminate over the implications from the affair which are still reverberating through time right up to this day. The struggles to contain the fallout from the debacle are every bit as relevant now as it was shocking way back then. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Mon, 15 Jan 2024 23:02:54 -0500 Jeff Snider Jeff Snider 1706 To watch the full interview you can access it with our deep dive or membership site https://www.eurodollar.university

This conversation wasn’t just an inside account of LTCM and a recall of history at of those famous crossroads, Jim Rickards and Jeff ruminate over the implications from the affair which are still reverberating through time right up to this day. The struggles to contain the fallout from the debacle are every bit as relevant now as it was shocking way back then. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Will Be Worldwide In Less Than 30 days 674 674 This Will Be Worldwide In Less Than 30 days full e3151d81-cec5-4c16-babf-19eebbdcdc1d https://share.transistor.fm/s/51ddf779 Jim Rickards Interview (1st Part)
https://www.youtube.com/watch?v=NA4JH9S39wg

For memberships and subscriptions, there's a "secret" sale going on here:
https://www.eurodollar.university/sales-page-1

Chinese leadership ended 2023 on several ominous notes.  Economic and importantly financial data continues to defy expectations for a turnaround adding more evidence to the perilous situation. At the same time, the government is making more extreme political action, purging more top officials under the guise of "reform" when it is more likely the former is really driving the latter. 

Eurodollar University's Money & Macro Analysis

Bloomberg  US Intelligence Shows Flawed China Missiles Led Xi to Purge Army
https://www.bloomberg.com/news/articles/2024-01-06/us-intelligence-shows-flawed-china-missiles-led-xi-jinping-to-purge-military

Xi Jinping's July Military meeting
http://www.81.cn/yw_208727/16238925.html

Axios China's military purge deepens
https://www.axios.com/2023/12/31/xi-jinping-china-military-corruption-purge

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot

]]> Jim Rickards Interview (1st Part)
https://www.youtube.com/watch?v=NA4JH9S39wg

For memberships and subscriptions, there's a "secret" sale going on here:
https://www.eurodollar.university/sales-page-1

Chinese leadership ended 2023 on several ominous notes.  Economic and importantly financial data continues to defy expectations for a turnaround adding more evidence to the perilous situation. At the same time, the government is making more extreme political action, purging more top officials under the guise of "reform" when it is more likely the former is really driving the latter. 

Eurodollar University's Money & Macro Analysis

Bloomberg  US Intelligence Shows Flawed China Missiles Led Xi to Purge Army
https://www.bloomberg.com/news/articles/2024-01-06/us-intelligence-shows-flawed-china-missiles-led-xi-jinping-to-purge-military

Xi Jinping's July Military meeting
http://www.81.cn/yw_208727/16238925.html

Axios China's military purge deepens
https://www.axios.com/2023/12/31/xi-jinping-china-military-corruption-purge

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot

]]> Mon, 15 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1230 Jim Rickards Interview (1st Part)
https://www.youtube.com/watch?v=NA4JH9S39wg

For memberships and subscriptions, there's a "secret" sale going on here:
https://www.eurodollar.university/sales-page-1

Chinese leadership ended 2023 on several ominous notes.  Economic and importantly financial data continues to defy expectations for a turnaround adding more evidence to the perilous situation. At the same time, the government is making more extreme political action, purging more top officials under the guise of "reform" when it is more likely the former is really driving the latter. 

Eurodollar University's Money & Macro Analysis

Bloomberg  US Intelligence Shows Flawed China Missiles Led Xi to Purge Army
https://www.bloomberg.com/news/articles/2024-01-06/us-intelligence-shows-flawed-china-missiles-led-xi-jinping-to-purge-military

Xi Jinping's July Military meeting
http://www.81.cn/yw_208727/16238925.html

Axios China's military purge deepens
https://www.axios.com/2023/12/31/xi-jinping-china-military-corruption-purge

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WARNING: The Yield Curve JUST Signaled The Worst Case Scenario 673 673 WARNING: The Yield Curve JUST Signaled The Worst Case Scenario full c1e7f075-c237-45fc-9cd5-24359f35d623 https://share.transistor.fm/s/86fb52ea EDU's Guide to What A Collateral Shortage Looks Like
Link Here: https://funnel.eurodollar.university/collateral

A big move in short-term rates especially the critical 2-year UST has yield curves closing in on un-inversion. That is a critical threshold and unlike a few months ago it is unfolding in the "bull" direction. It is very important to understand what is happening and why it really matters. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot

]]> EDU's Guide to What A Collateral Shortage Looks Like
Link Here: https://funnel.eurodollar.university/collateral

A big move in short-term rates especially the critical 2-year UST has yield curves closing in on un-inversion. That is a critical threshold and unlike a few months ago it is unfolding in the "bull" direction. It is very important to understand what is happening and why it really matters. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot

]]> Sun, 14 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1132 EDU's Guide to What A Collateral Shortage Looks Like
Link Here: https://funnel.eurodollar.university/collateral

A big move in short-term rates especially the critical 2-year UST has yield curves closing in on un-inversion. That is a critical threshold and unlike a few months ago it is unfolding in the "bull" direction. It is very important to understand what is happening and why it really matters. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No If You Want To Predict Where Inflation Will Go In 2024 Watch This 672 672 If You Want To Predict Where Inflation Will Go In 2024 Watch This full 93d3e94f-ad97-40c0-93da-c8e595d488bc https://share.transistor.fm/s/9a5e1431 Consumer prices accelerated in December, so that means the term "transitory disinflation" will be out in full force for the third time in a year. The risk of actual inflation, however, remains incredibly low to non-existent regardless of what that term implies. And that's easily established by the growing mountain of evidence and a host of clear historical parallels. 

Eurodollar University's Money & Macro Analysis

BLS CPI Press Release Jan 11, 2024
https://www.bls.gov/news.release/cpi.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #cpi

]]> Consumer prices accelerated in December, so that means the term "transitory disinflation" will be out in full force for the third time in a year. The risk of actual inflation, however, remains incredibly low to non-existent regardless of what that term implies. And that's easily established by the growing mountain of evidence and a host of clear historical parallels. 

Eurodollar University's Money & Macro Analysis

BLS CPI Press Release Jan 11, 2024
https://www.bls.gov/news.release/cpi.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #cpi

]]> Fri, 12 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1222 Consumer prices accelerated in December, so that means the term "transitory disinflation" will be out in full force for the third time in a year. The risk of actual inflation, however, remains incredibly low to non-existent regardless of what that term implies. And that's easily established by the growing mountain of evidence and a host of clear historical parallels. 

Eurodollar University's Money & Macro Analysis

BLS CPI Press Release Jan 11, 2024
https://www.bls.gov/news.release/cpi.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #cpi

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What These MASSIVE Repo Fails Mean For The Markets 671 671 What These MASSIVE Repo Fails Mean For The Markets full 1995116b-c71c-49f6-ab85-123ce427dc7b https://share.transistor.fm/s/2b8c8e5e EDU's Guide to What A Collateral Shortage Looks Like
Link Here: https://funnel.eurodollar.university/collateral

So, there were a whole lot of repo fails at the end of December. What does that mean? What are repo fails? They are often fickle and fleeting, but they can tell us something very important about just what we want to know where it comes to the beating heart of the global monetary system. Decoding fails is actually pretty easy with a little bit of knowledge and history. 

Eurodollar University's Money & Macro Analysis

IOSCO
https://www.iosco.org/about/?subsection=about_iosco

IOSCO Securities Lending Transactions
https://www.iosco.org/library/pubdocs/pdf/IOSCOPD96.pdf

FRBNY Guide to FR2004 Settlement Fails Data
https://www.newyorkfed.org/markets/pridealers_failsprimer.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #collateral #repo

]]> EDU's Guide to What A Collateral Shortage Looks Like
Link Here: https://funnel.eurodollar.university/collateral

So, there were a whole lot of repo fails at the end of December. What does that mean? What are repo fails? They are often fickle and fleeting, but they can tell us something very important about just what we want to know where it comes to the beating heart of the global monetary system. Decoding fails is actually pretty easy with a little bit of knowledge and history. 

Eurodollar University's Money & Macro Analysis

IOSCO
https://www.iosco.org/about/?subsection=about_iosco

IOSCO Securities Lending Transactions
https://www.iosco.org/library/pubdocs/pdf/IOSCOPD96.pdf

FRBNY Guide to FR2004 Settlement Fails Data
https://www.newyorkfed.org/markets/pridealers_failsprimer.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #collateral #repo

]]> Thu, 11 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1273 EDU's Guide to What A Collateral Shortage Looks Like
Link Here: https://funnel.eurodollar.university/collateral

So, there were a whole lot of repo fails at the end of December. What does that mean? What are repo fails? They are often fickle and fleeting, but they can tell us something very important about just what we want to know where it comes to the beating heart of the global monetary system. Decoding fails is actually pretty easy with a little bit of knowledge and history. 

Eurodollar University's Money & Macro Analysis

IOSCO
https://www.iosco.org/about/?subsection=about_iosco

IOSCO Securities Lending Transactions
https://www.iosco.org/library/pubdocs/pdf/IOSCOPD96.pdf

FRBNY Guide to FR2004 Settlement Fails Data
https://www.newyorkfed.org/markets/pridealers_failsprimer.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #collateral #repo

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Bonds Just Made A Historic Move, Now What? 670 670 Bonds Just Made A Historic Move, Now What? full 14df5b13-7f9f-4a79-b09b-c675c1b1bccb https://share.transistor.fm/s/b41b961a The recent bond rally - which may not be over - was one for the books. The 10-year US Treasury dropped nearly 120 bps off its yield in only 47 trading days. A move that big and that fast for the 10s had only happened six other times over the last three decades. We'll go over what that means and what it can tell us about where we go from here; bonds and everything else. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #jobs #unemployment #employment

]]> The recent bond rally - which may not be over - was one for the books. The 10-year US Treasury dropped nearly 120 bps off its yield in only 47 trading days. A move that big and that fast for the 10s had only happened six other times over the last three decades. We'll go over what that means and what it can tell us about where we go from here; bonds and everything else. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #jobs #unemployment #employment

]]> Wed, 10 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1206 The recent bond rally - which may not be over - was one for the books. The 10-year US Treasury dropped nearly 120 bps off its yield in only 47 trading days. A move that big and that fast for the 10s had only happened six other times over the last three decades. We'll go over what that means and what it can tell us about where we go from here; bonds and everything else. 

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #jobs #unemployment #employment

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Its Starting: The Repo Market Is Failing?! 669 669 Its Starting: The Repo Market Is Failing?! full 5c5e966c-fbd0-4f90-9274-229a55208ade https://share.transistor.fm/s/4bfb46eb EDU's Guide to What A Collateral Shortage Looks Like
Link Here: https://funnel.eurodollar.university/collateral

While everyone was looking into year-end SOFR, real money stuff went haywire. Repo fails absolutely surged and swap spreads collapsed more than they had already. Dealers are hoarding Treasuries at the same time where banks are hitting up the Fed's BTFP. What do all of these and others mean, including the BTFP? 

Eurodollar University's Money & Macro Analysis

IOSCO/CPSS Securities Lending Report
https://www.bis.org/press/p990712.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> EDU's Guide to What A Collateral Shortage Looks Like
Link Here: https://funnel.eurodollar.university/collateral

While everyone was looking into year-end SOFR, real money stuff went haywire. Repo fails absolutely surged and swap spreads collapsed more than they had already. Dealers are hoarding Treasuries at the same time where banks are hitting up the Fed's BTFP. What do all of these and others mean, including the BTFP? 

Eurodollar University's Money & Macro Analysis

IOSCO/CPSS Securities Lending Report
https://www.bis.org/press/p990712.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Tue, 09 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1201 EDU's Guide to What A Collateral Shortage Looks Like
Link Here: https://funnel.eurodollar.university/collateral

While everyone was looking into year-end SOFR, real money stuff went haywire. Repo fails absolutely surged and swap spreads collapsed more than they had already. Dealers are hoarding Treasuries at the same time where banks are hitting up the Fed's BTFP. What do all of these and others mean, including the BTFP? 

Eurodollar University's Money & Macro Analysis

IOSCO/CPSS Securities Lending Report
https://www.bis.org/press/p990712.htm

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Is The *All At Once* Moment 668 668 This Is The *All At Once* Moment full 6a0bd358-bb48-48c7-8055-aeb1764a6e78 https://share.transistor.fm/s/25cbc339 Friday delivered labor market body blows to the soft landing's chances. Friday was filled with labor market data that isn't leaving us any gray area. The evidence continues to stack up and in more convincing fashion the US economy bonds were right. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #jobs #unemployment #employment

]]> Friday delivered labor market body blows to the soft landing's chances. Friday was filled with labor market data that isn't leaving us any gray area. The evidence continues to stack up and in more convincing fashion the US economy bonds were right. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #jobs #unemployment #employment

]]> Mon, 08 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1132 Friday delivered labor market body blows to the soft landing's chances. Friday was filled with labor market data that isn't leaving us any gray area. The evidence continues to stack up and in more convincing fashion the US economy bonds were right. 

Eurodollar University's conversation w/Steve Van Metre

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #jobs #unemployment #employment

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This is The 3rd Worst EVER (This Has Only Been Followed By a Recession) 667 667 This is The 3rd Worst EVER (This Has Only Been Followed By a Recession) full fb14a693-c859-43ec-a3b8-fc3674dcc8e8 https://share.transistor.fm/s/432b0db6 Full interview with Mr. Milkshake, Brent Johnson, on eurodollar (not dollar) dominance:
https://funnel.eurodollar.university/dollar

While many cheered another payroll number, in reality the labor data were a complete trainwreck. The Household Survey's measure of employment plunged and full-time jobs crashed by an almost record amount during December. What's the meaning behind this bevy of increasingly grim numbers?

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #jobs #unemployment #employment

]]> Full interview with Mr. Milkshake, Brent Johnson, on eurodollar (not dollar) dominance:
https://funnel.eurodollar.university/dollar

While many cheered another payroll number, in reality the labor data were a complete trainwreck. The Household Survey's measure of employment plunged and full-time jobs crashed by an almost record amount during December. What's the meaning behind this bevy of increasingly grim numbers?

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #jobs #unemployment #employment

]]> Sun, 07 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1112 Full interview with Mr. Milkshake, Brent Johnson, on eurodollar (not dollar) dominance:
https://funnel.eurodollar.university/dollar

While many cheered another payroll number, in reality the labor data were a complete trainwreck. The Household Survey's measure of employment plunged and full-time jobs crashed by an almost record amount during December. What's the meaning behind this bevy of increasingly grim numbers?

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #jobs #unemployment #employment

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Does This New Data Show I Am Wrong About A Recession? 666 666 Does This New Data Show I Am Wrong About A Recession? full a654d4c8-40ef-40f1-9a1b-48044b49bf07 https://share.transistor.fm/s/eac8d70d Payrolls are positive. The unemployment rate is incredibly low. Stocks are soaring. What recession? Furthermore, we've been talking about one for so long it is more than understandable why people have tuned it out. But how could we know the recession call is wrong? It isn't just the continued lack of layoffs. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #jobs #unemployment #employment

]]> Payrolls are positive. The unemployment rate is incredibly low. Stocks are soaring. What recession? Furthermore, we've been talking about one for so long it is more than understandable why people have tuned it out. But how could we know the recession call is wrong? It isn't just the continued lack of layoffs. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #jobs #unemployment #employment

]]> Fri, 05 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1192 Payrolls are positive. The unemployment rate is incredibly low. Stocks are soaring. What recession? Furthermore, we've been talking about one for so long it is more than understandable why people have tuned it out. But how could we know the recession call is wrong? It isn't just the continued lack of layoffs. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #jobs #unemployment #employment

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Companies Are Now REFUSING To Hire Employees 665 665 Companies Are Now REFUSING To Hire Employees full 07292993-76ff-451a-beed-43710ee5f6fb https://share.transistor.fm/s/e86eca68 The level of hiring in the US has collapsed in a way we haven't seen since 2008 and 2009 (outside the pandemic lockdowns). JOLTS survey results show the largest 6-month decline in hiring of any same-sized period over the entire 21st century (ex. '20). The labor market is more than halfway into recession; but what about that other half?

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #jobs #unemployment #employment

]]> The level of hiring in the US has collapsed in a way we haven't seen since 2008 and 2009 (outside the pandemic lockdowns). JOLTS survey results show the largest 6-month decline in hiring of any same-sized period over the entire 21st century (ex. '20). The labor market is more than halfway into recession; but what about that other half?

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #jobs #unemployment #employment

]]> Thu, 04 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1119 The level of hiring in the US has collapsed in a way we haven't seen since 2008 and 2009 (outside the pandemic lockdowns). JOLTS survey results show the largest 6-month decline in hiring of any same-sized period over the entire 21st century (ex. '20). The labor market is more than halfway into recession; but what about that other half?

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #ratecuts #federalreserve #fomc #fedpivot #jobs #unemployment #employment

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This is BY FAR The Biggest Risk To The Global Economy 664 664 This is BY FAR The Biggest Risk To The Global Economy full 0378378a-ac67-47c0-9988-ad7a098975db https://share.transistor.fm/s/005c7a47 China's 'president' Xi Jinping made a startling admission in his New Year address. For the first time he said the economy struggled last year. The confession merely underscores the difficulties the country is currently facing and has so far been unable to surmount. But why? As more data pours in, we see how the answer to that question isn't actually Chinese. 

Eurodollar University's Money & Macro Analysis

Full text of President Xi Jinping's 2024 New Year message
https://english.news.cn/20231231/4e0fc2697d994cd2b4dcb5dca525a611/c.html

Nikkei Analysis: China's spy agency now watches for doomsayers
https://asia.nikkei.com/Editor-s-Picks/China-up-close/Analysis-China-s-spy-agency-now-watches-for-doomsayers

CNN China’s economy had a miserable year. 2024 might be even worse
https://www.cnn.com/2023/12/27/economy/china-economy-challenges-2024-intl-hnk/index.html

Bloomberg China Home Sales Fall Again as Policy Shifts Fail to Stem Decline
https://www.bloomberg.com/news/articles/2023-12-31/china-home-sales-fall-again-as-policy-shifts-fail-to-stem-decline

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#inflation #deflation #money #recession #federalreserve #fomc #interestrates #china #banks #xijinping

]]> China's 'president' Xi Jinping made a startling admission in his New Year address. For the first time he said the economy struggled last year. The confession merely underscores the difficulties the country is currently facing and has so far been unable to surmount. But why? As more data pours in, we see how the answer to that question isn't actually Chinese. 

Eurodollar University's Money & Macro Analysis

Full text of President Xi Jinping's 2024 New Year message
https://english.news.cn/20231231/4e0fc2697d994cd2b4dcb5dca525a611/c.html

Nikkei Analysis: China's spy agency now watches for doomsayers
https://asia.nikkei.com/Editor-s-Picks/China-up-close/Analysis-China-s-spy-agency-now-watches-for-doomsayers

CNN China’s economy had a miserable year. 2024 might be even worse
https://www.cnn.com/2023/12/27/economy/china-economy-challenges-2024-intl-hnk/index.html

Bloomberg China Home Sales Fall Again as Policy Shifts Fail to Stem Decline
https://www.bloomberg.com/news/articles/2023-12-31/china-home-sales-fall-again-as-policy-shifts-fail-to-stem-decline

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#inflation #deflation #money #recession #federalreserve #fomc #interestrates #china #banks #xijinping

]]> Wed, 03 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1110 China's 'president' Xi Jinping made a startling admission in his New Year address. For the first time he said the economy struggled last year. The confession merely underscores the difficulties the country is currently facing and has so far been unable to surmount. But why? As more data pours in, we see how the answer to that question isn't actually Chinese. 

Eurodollar University's Money & Macro Analysis

Full text of President Xi Jinping's 2024 New Year message
https://english.news.cn/20231231/4e0fc2697d994cd2b4dcb5dca525a611/c.html

Nikkei Analysis: China's spy agency now watches for doomsayers
https://asia.nikkei.com/Editor-s-Picks/China-up-close/Analysis-China-s-spy-agency-now-watches-for-doomsayers

CNN China’s economy had a miserable year. 2024 might be even worse
https://www.cnn.com/2023/12/27/economy/china-economy-challenges-2024-intl-hnk/index.html

Bloomberg China Home Sales Fall Again as Policy Shifts Fail to Stem Decline
https://www.bloomberg.com/news/articles/2023-12-31/china-home-sales-fall-again-as-policy-shifts-fail-to-stem-decline

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#inflation #deflation #money #recession #federalreserve #fomc #interestrates #china #banks #xijinping

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Why We Are NOT Going Into A 1970s Type Of Inflation 663 663 Why We Are NOT Going Into A 1970s Type Of Inflation full fc3afe4e-0a84-4236-b5b5-6ab57fd12dc9 https://share.transistor.fm/s/96926092 For quite a while there, you couldn't go long without hearing about how the 2020s were about to repeat the 1970s. That was never any real risk, but why? What is inflation? Where does it actually come from (spoiler: not the Fed)? Most important of all, how can we tell? The answer to all those questions are painfully clear, but once more Economics has the public thinking only backwards.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#1940s #1970s #inflation #deflation #money #recession #federalreserve #fomc #interestrates

]]> For quite a while there, you couldn't go long without hearing about how the 2020s were about to repeat the 1970s. That was never any real risk, but why? What is inflation? Where does it actually come from (spoiler: not the Fed)? Most important of all, how can we tell? The answer to all those questions are painfully clear, but once more Economics has the public thinking only backwards.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#1940s #1970s #inflation #deflation #money #recession #federalreserve #fomc #interestrates

]]> Tue, 02 Jan 2024 07:00:00 -0500 Jeff Snider Jeff Snider 1318 For quite a while there, you couldn't go long without hearing about how the 2020s were about to repeat the 1970s. That was never any real risk, but why? What is inflation? Where does it actually come from (spoiler: not the Fed)? Most important of all, how can we tell? The answer to all those questions are painfully clear, but once more Economics has the public thinking only backwards.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#1940s #1970s #inflation #deflation #money #recession #federalreserve #fomc #interestrates

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What Really Happened In 2008? (It's NOT What You've Been Told) 662 662 What Really Happened In 2008? (It's NOT What You've Been Told) full 97bd6430-8b0c-4c09-855d-8dab56a94693 https://share.transistor.fm/s/8c8b4a9e Last Chance for Christmas Sale 
https://www.eurodollar.university/sales-page-1

What's the difference between financial and monetary crisis? Everything. Whether anyone knows it or not, we continue to live in the long shadows of 2008. They are deflationary more than anything, too, a Silent Depression that so long as we remain stuck in it will make the 2020s into something more like the 2010s. That's not good. Getting out starts with finally a proper accounting of 15 years ago. 

Eurodollar University's Money & Macro Analysis

Ben Bernanke Before the Joint Economic Committee, U.S. Congress, Marcy 28, 2007
https://www.federalreserve.gov/newsevents/testimony/bernanke20070328a.htm

FCIC Final Report
https://www.govinfo.gov/content/pkg/GPO-FCIC/pdf/GPO-FCIC.pdf

New Yorker Anatomy of a Meltdown
https://www.newyorker.com/magazine/2008/12/01/anatomy-of-a-meltdown

St Louis Fed (2009) The Financial Crisis and U.S. Cross-Border Financial Flows
https://www.federalreserve.gov/pubs/bulletin/2009/articles/crossborder/default.htm

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#gfc2022 #gfc2023 #2008 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #ratecuts #federalreserve #fomc #fedpivot

]]> Last Chance for Christmas Sale 
https://www.eurodollar.university/sales-page-1

What's the difference between financial and monetary crisis? Everything. Whether anyone knows it or not, we continue to live in the long shadows of 2008. They are deflationary more than anything, too, a Silent Depression that so long as we remain stuck in it will make the 2020s into something more like the 2010s. That's not good. Getting out starts with finally a proper accounting of 15 years ago. 

Eurodollar University's Money & Macro Analysis

Ben Bernanke Before the Joint Economic Committee, U.S. Congress, Marcy 28, 2007
https://www.federalreserve.gov/newsevents/testimony/bernanke20070328a.htm

FCIC Final Report
https://www.govinfo.gov/content/pkg/GPO-FCIC/pdf/GPO-FCIC.pdf

New Yorker Anatomy of a Meltdown
https://www.newyorker.com/magazine/2008/12/01/anatomy-of-a-meltdown

St Louis Fed (2009) The Financial Crisis and U.S. Cross-Border Financial Flows
https://www.federalreserve.gov/pubs/bulletin/2009/articles/crossborder/default.htm

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#gfc2022 #gfc2023 #2008 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #ratecuts #federalreserve #fomc #fedpivot

]]> Sun, 31 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1310 Last Chance for Christmas Sale 
https://www.eurodollar.university/sales-page-1

What's the difference between financial and monetary crisis? Everything. Whether anyone knows it or not, we continue to live in the long shadows of 2008. They are deflationary more than anything, too, a Silent Depression that so long as we remain stuck in it will make the 2020s into something more like the 2010s. That's not good. Getting out starts with finally a proper accounting of 15 years ago. 

Eurodollar University's Money & Macro Analysis

Ben Bernanke Before the Joint Economic Committee, U.S. Congress, Marcy 28, 2007
https://www.federalreserve.gov/newsevents/testimony/bernanke20070328a.htm

FCIC Final Report
https://www.govinfo.gov/content/pkg/GPO-FCIC/pdf/GPO-FCIC.pdf

New Yorker Anatomy of a Meltdown
https://www.newyorker.com/magazine/2008/12/01/anatomy-of-a-meltdown

St Louis Fed (2009) The Financial Crisis and U.S. Cross-Border Financial Flows
https://www.federalreserve.gov/pubs/bulletin/2009/articles/crossborder/default.htm

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#gfc2022 #gfc2023 #2008 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #ratecuts #federalreserve #fomc #fedpivot

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Why Stocks Are Up When Everything Else Looks Bad 661 661 Why Stocks Are Up When Everything Else Looks Bad full d7d888f6-1323-40a3-8fbe-2a8114a3ee72 https://share.transistor.fm/s/594f64b3 Bond yields have plunged and not just US Treasuries. Yet, stocks are sitting at or above all-time highs. In fact, the two seem to be related at least in the short run. The bond rally began in late October and the stock surge followed a week later. But what bonds are suggesting wouldn't be good for stocks. So, what are stocks really doing?

Eurodollar University's conversation w/Steve Van Metre

]]> Bond yields have plunged and not just US Treasuries. Yet, stocks are sitting at or above all-time highs. In fact, the two seem to be related at least in the short run. The bond rally began in late October and the stock surge followed a week later. But what bonds are suggesting wouldn't be good for stocks. So, what are stocks really doing?

Eurodollar University's conversation w/Steve Van Metre

]]> Sat, 30 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1109 Bond yields have plunged and not just US Treasuries. Yet, stocks are sitting at or above all-time highs. In fact, the two seem to be related at least in the short run. The bond rally began in late October and the stock surge followed a week later. But what bonds are suggesting wouldn't be good for stocks. So, what are stocks really doing?

Eurodollar University's conversation w/Steve Van Metre

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Watch This Before The Fed Cuts Rates 660 660 Watch This Before The Fed Cuts Rates full 1d20f4b9-a82e-451f-ad90-08eb782de5d8 https://share.transistor.fm/s/acfae7ff Only a few days left for EDU's Christmas Sale, memberships, and research subscriptions. 
https://www.eurodollar.university/sales-page-1

What happens when the Fed really pivots and starts cutting rates? We know what's supposed to happen, though it never does. Before we get into the history of rate cut programs, we first have to understand why "monetary" policy targets interest rates in the first place. Once we do that it's easy to see why rate cuts are all hype. 

Eurodollar University's Money & Macro Analysis

FOMC December 1974
https://www.federalreserve.gov/monetarypolicy/files/fomcmod19741217.pdf

FOMC July 1981
https://www.federalreserve.gov/monetarypolicy/files/FOMC19810707meeting.pdf

FOMC June 2000
https://www.federalreserve.gov/monetarypolicy/files/FOMC20000628meeting.pdf

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #ratecuts #federalreserve #fomc #fedpivot

]]> Only a few days left for EDU's Christmas Sale, memberships, and research subscriptions. 
https://www.eurodollar.university/sales-page-1

What happens when the Fed really pivots and starts cutting rates? We know what's supposed to happen, though it never does. Before we get into the history of rate cut programs, we first have to understand why "monetary" policy targets interest rates in the first place. Once we do that it's easy to see why rate cuts are all hype. 

Eurodollar University's Money & Macro Analysis

FOMC December 1974
https://www.federalreserve.gov/monetarypolicy/files/fomcmod19741217.pdf

FOMC July 1981
https://www.federalreserve.gov/monetarypolicy/files/FOMC19810707meeting.pdf

FOMC June 2000
https://www.federalreserve.gov/monetarypolicy/files/FOMC20000628meeting.pdf

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #ratecuts #federalreserve #fomc #fedpivot

]]> Fri, 29 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1204 Only a few days left for EDU's Christmas Sale, memberships, and research subscriptions. 
https://www.eurodollar.university/sales-page-1

What happens when the Fed really pivots and starts cutting rates? We know what's supposed to happen, though it never does. Before we get into the history of rate cut programs, we first have to understand why "monetary" policy targets interest rates in the first place. Once we do that it's easy to see why rate cuts are all hype. 

Eurodollar University's Money & Macro Analysis

FOMC December 1974
https://www.federalreserve.gov/monetarypolicy/files/fomcmod19741217.pdf

FOMC July 1981
https://www.federalreserve.gov/monetarypolicy/files/FOMC19810707meeting.pdf

FOMC June 2000
https://www.federalreserve.gov/monetarypolicy/files/FOMC20000628meeting.pdf

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #ratecuts #federalreserve #fomc #fedpivot

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This ONLY Happens Before Sh*t Hits The Fan 659 659 This ONLY Happens Before Sh*t Hits The Fan full d2f6d374-5107-440a-bd9c-83baca6481b5 https://share.transistor.fm/s/14960648 Does any of this stuff matter? If you stand back and look at this year, all of these weird financial indications may not have appeared to make any difference. The US economy, in particular, seems just fine if not better than fine. They haven't been any more bank failures. Yet, bond yields are crashing here, which is not something to ignore. What we're doing with Euro$ data is trying to assess the health of the monetary system to see if there might indeed be "something" there. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #repo #dollarshortage

]]> Does any of this stuff matter? If you stand back and look at this year, all of these weird financial indications may not have appeared to make any difference. The US economy, in particular, seems just fine if not better than fine. They haven't been any more bank failures. Yet, bond yields are crashing here, which is not something to ignore. What we're doing with Euro$ data is trying to assess the health of the monetary system to see if there might indeed be "something" there. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #repo #dollarshortage

]]> Thu, 28 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1162 Does any of this stuff matter? If you stand back and look at this year, all of these weird financial indications may not have appeared to make any difference. The US economy, in particular, seems just fine if not better than fine. They haven't been any more bank failures. Yet, bond yields are crashing here, which is not something to ignore. What we're doing with Euro$ data is trying to assess the health of the monetary system to see if there might indeed be "something" there. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #repo #dollarshortage

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Real Reason The Fed Is Pivoting?! 658 658 The Real Reason The Fed Is Pivoting?! full 48d77cfe-bea6-4f19-b740-270f2f62aa58 https://share.transistor.fm/s/69b16dc2 Still time left for EDU's Christmas Sale, memberships and research subscriptions. 
https://www.eurodollar.university/sales-page-1

In a very important and very real sense, the Fed has already pivoted by embracing the recent and sharp decline in market interest rates. Why? In a word, insurance. Along with other crucial concerns, officials are no longer so sure the soft landing is on track. Since central bankers and Economists believe lower rates are "accommodative", they believe a pivot could help cushion being wrong about the economy.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates

]]> Still time left for EDU's Christmas Sale, memberships and research subscriptions. 
https://www.eurodollar.university/sales-page-1

In a very important and very real sense, the Fed has already pivoted by embracing the recent and sharp decline in market interest rates. Why? In a word, insurance. Along with other crucial concerns, officials are no longer so sure the soft landing is on track. Since central bankers and Economists believe lower rates are "accommodative", they believe a pivot could help cushion being wrong about the economy.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates

]]> Wed, 27 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1128 Still time left for EDU's Christmas Sale, memberships and research subscriptions. 
https://www.eurodollar.university/sales-page-1

In a very important and very real sense, the Fed has already pivoted by embracing the recent and sharp decline in market interest rates. Why? In a word, insurance. Along with other crucial concerns, officials are no longer so sure the soft landing is on track. Since central bankers and Economists believe lower rates are "accommodative", they believe a pivot could help cushion being wrong about the economy.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Is One Of The MOST Important Signals In ALL of Finance 657 657 This Is One Of The MOST Important Signals In ALL of Finance full 6d3826f2-17f1-4d85-8756-de662e26a0a4 https://share.transistor.fm/s/d48be313 The conversation with Brent Johnson on eurodollar dominance
https://funnel.eurodollar.university/dollar

Christmas Sale at EDU
https://www.eurodollar.university/sales-page-1

When the dollar goes up it is one of the simplest yet most critical warning signs in all finance. Most people are told it is because of the Fed and its rate policies. The last couple years have made it appear like that's actually the case. Instead, the evidence conclusively shows the real culprit behind the dollar's movements is...eurodollar. You don't have to take my word for it. 

Eurodollar University's Money & Macro Analysis

BIS WP 592 The dollar, bank leverage and the deviation from covered interest parity 
https://www.bis.org/publ/work592.pdf

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral

]]> The conversation with Brent Johnson on eurodollar dominance
https://funnel.eurodollar.university/dollar

Christmas Sale at EDU
https://www.eurodollar.university/sales-page-1

When the dollar goes up it is one of the simplest yet most critical warning signs in all finance. Most people are told it is because of the Fed and its rate policies. The last couple years have made it appear like that's actually the case. Instead, the evidence conclusively shows the real culprit behind the dollar's movements is...eurodollar. You don't have to take my word for it. 

Eurodollar University's Money & Macro Analysis

BIS WP 592 The dollar, bank leverage and the deviation from covered interest parity 
https://www.bis.org/publ/work592.pdf

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral

]]> Fri, 22 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1190 The conversation with Brent Johnson on eurodollar dominance
https://funnel.eurodollar.university/dollar

Christmas Sale at EDU
https://www.eurodollar.university/sales-page-1

When the dollar goes up it is one of the simplest yet most critical warning signs in all finance. Most people are told it is because of the Fed and its rate policies. The last couple years have made it appear like that's actually the case. Instead, the evidence conclusively shows the real culprit behind the dollar's movements is...eurodollar. You don't have to take my word for it. 

Eurodollar University's Money & Macro Analysis

BIS WP 592 The dollar, bank leverage and the deviation from covered interest parity 
https://www.bis.org/publ/work592.pdf

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Another MAJOR Central Bank Just Pivoted 656 656 Another MAJOR Central Bank Just Pivoted full 0760152e-1912-43e7-900d-b4a13801e1af https://share.transistor.fm/s/133053cf Christmas Sale at EDU
https://www.eurodollar.university/sales-page-1

Whether they want to admit it now or not, Jay Powell completely changed his tune in a matter of less than two weeks. What's more, another major central bank seems to have done the same thing and during the same two week timeframe. What the hell is going on changing all these hawks not to doves but increasingly chickens? 

Eurodollar University's Money & Macro Analysis

CNBC The Bank of Japan just shocked markets with a policy tweak — here’s why it matters
https://www.cnbc.com/2023/07/28/bank-of-japan-loosens-ycc-cites-greater-flexibility-and-jolts-markets.html

Bloomberg Traders Pile Into Bets That End of Negative BOJ Rate Is Near
https://www.bloomberg.com/news/articles/2023-12-07/boj-rate-hike-bets-ramp-up-as-ueda-and-himino-spook-traders

Bloomberg BOJ Deputy Chief Hints That Negative Rate End May Be Closer
https://www.bloomberg.com/news/articles/2023-12-06/boj-s-deputy-chief-hints-that-end-of-negative-rate-may-be-closer

CNBC Bank of Japan sticks to ultra-easy policy amid ‘extremely high’ uncertainties; yen tumbles
https://www.cnbc.com/2023/12/19/boj-bank-of-japan-sticks-to-ultra-easy-monetary-policy-in-light-of-high-uncertainties.html

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral

]]> Christmas Sale at EDU
https://www.eurodollar.university/sales-page-1

Whether they want to admit it now or not, Jay Powell completely changed his tune in a matter of less than two weeks. What's more, another major central bank seems to have done the same thing and during the same two week timeframe. What the hell is going on changing all these hawks not to doves but increasingly chickens? 

Eurodollar University's Money & Macro Analysis

CNBC The Bank of Japan just shocked markets with a policy tweak — here’s why it matters
https://www.cnbc.com/2023/07/28/bank-of-japan-loosens-ycc-cites-greater-flexibility-and-jolts-markets.html

Bloomberg Traders Pile Into Bets That End of Negative BOJ Rate Is Near
https://www.bloomberg.com/news/articles/2023-12-07/boj-rate-hike-bets-ramp-up-as-ueda-and-himino-spook-traders

Bloomberg BOJ Deputy Chief Hints That Negative Rate End May Be Closer
https://www.bloomberg.com/news/articles/2023-12-06/boj-s-deputy-chief-hints-that-end-of-negative-rate-may-be-closer

CNBC Bank of Japan sticks to ultra-easy policy amid ‘extremely high’ uncertainties; yen tumbles
https://www.cnbc.com/2023/12/19/boj-bank-of-japan-sticks-to-ultra-easy-monetary-policy-in-light-of-high-uncertainties.html

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral

]]> Thu, 21 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1171 Christmas Sale at EDU
https://www.eurodollar.university/sales-page-1

Whether they want to admit it now or not, Jay Powell completely changed his tune in a matter of less than two weeks. What's more, another major central bank seems to have done the same thing and during the same two week timeframe. What the hell is going on changing all these hawks not to doves but increasingly chickens? 

Eurodollar University's Money & Macro Analysis

CNBC The Bank of Japan just shocked markets with a policy tweak — here’s why it matters
https://www.cnbc.com/2023/07/28/bank-of-japan-loosens-ycc-cites-greater-flexibility-and-jolts-markets.html

Bloomberg Traders Pile Into Bets That End of Negative BOJ Rate Is Near
https://www.bloomberg.com/news/articles/2023-12-07/boj-rate-hike-bets-ramp-up-as-ueda-and-himino-spook-traders

Bloomberg BOJ Deputy Chief Hints That Negative Rate End May Be Closer
https://www.bloomberg.com/news/articles/2023-12-06/boj-s-deputy-chief-hints-that-end-of-negative-rate-may-be-closer

CNBC Bank of Japan sticks to ultra-easy policy amid ‘extremely high’ uncertainties; yen tumbles
https://www.cnbc.com/2023/12/19/boj-bank-of-japan-sticks-to-ultra-easy-monetary-policy-in-light-of-high-uncertainties.html

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Is This The Black Swan Event The Fed Is Preparing For?! 655 655 Is This The Black Swan Event The Fed Is Preparing For?! full 73164f29-b345-4f12-84bb-521feceb9d56 https://share.transistor.fm/s/68e7b3f3 Christmas Sale at EDU
https://www.eurodollar.university/sales-page-1

There are several reasons why suddenly the Fed has apparently accepted market rates going sharply lower. The soft landing scenario might be in greater jeopardy than recent data indicates - or it might more likely come from outside the US. Our focus here, however, is on the financial. What if conditions in the CRE market we all know is going to be a huge problem have started to come to a head? If so, that would get the FOMC's attention. There is evidence for this, too. Maybe more than you'd think. 

Eurodollar University's Money & Macro Analysis

Green Street CRE
https://www.greenstreet.com/insights/CPPI

Federal Reserve Beige Book November 2023
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20231129.pdf

Bloomberg Odd Lots
Why Multifamily Is the Next Stress Point in Commercial Real Estate
https://www.bloomberg.com/news/articles/2023-12-07/why-multifamily-is-the-next-stress-point-in-commercial-real-estate

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral

]]> Christmas Sale at EDU
https://www.eurodollar.university/sales-page-1

There are several reasons why suddenly the Fed has apparently accepted market rates going sharply lower. The soft landing scenario might be in greater jeopardy than recent data indicates - or it might more likely come from outside the US. Our focus here, however, is on the financial. What if conditions in the CRE market we all know is going to be a huge problem have started to come to a head? If so, that would get the FOMC's attention. There is evidence for this, too. Maybe more than you'd think. 

Eurodollar University's Money & Macro Analysis

Green Street CRE
https://www.greenstreet.com/insights/CPPI

Federal Reserve Beige Book November 2023
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20231129.pdf

Bloomberg Odd Lots
Why Multifamily Is the Next Stress Point in Commercial Real Estate
https://www.bloomberg.com/news/articles/2023-12-07/why-multifamily-is-the-next-stress-point-in-commercial-real-estate

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral

]]> Wed, 20 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1070 Christmas Sale at EDU
https://www.eurodollar.university/sales-page-1

There are several reasons why suddenly the Fed has apparently accepted market rates going sharply lower. The soft landing scenario might be in greater jeopardy than recent data indicates - or it might more likely come from outside the US. Our focus here, however, is on the financial. What if conditions in the CRE market we all know is going to be a huge problem have started to come to a head? If so, that would get the FOMC's attention. There is evidence for this, too. Maybe more than you'd think. 

Eurodollar University's Money & Macro Analysis

Green Street CRE
https://www.greenstreet.com/insights/CPPI

Federal Reserve Beige Book November 2023
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20231129.pdf

Bloomberg Odd Lots
Why Multifamily Is the Next Stress Point in Commercial Real Estate
https://www.bloomberg.com/news/articles/2023-12-07/why-multifamily-is-the-next-stress-point-in-commercial-real-estate

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The True Scale of The Global Dollar Shortage 654 654 The True Scale of The Global Dollar Shortage full 0b8138be-0ba0-419f-bc4b-9d9f57d8a9ce https://share.transistor.fm/s/819c73a5 Christmas Sale at EDU
https://www.eurodollar.university/sales-page-1

What's the difference between a dollar short and a dollar shortage? The one actually comes from the needs of the other. To understand them both, you have to consider what a reserve currency really is - and what it is not- and how it is supposed to do its job. We're left considering only a range of bad options given those constraints. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral

]]> Christmas Sale at EDU
https://www.eurodollar.university/sales-page-1

What's the difference between a dollar short and a dollar shortage? The one actually comes from the needs of the other. To understand them both, you have to consider what a reserve currency really is - and what it is not- and how it is supposed to do its job. We're left considering only a range of bad options given those constraints. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral

]]> Tue, 19 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1168 Christmas Sale at EDU
https://www.eurodollar.university/sales-page-1

What's the difference between a dollar short and a dollar shortage? The one actually comes from the needs of the other. To understand them both, you have to consider what a reserve currency really is - and what it is not- and how it is supposed to do its job. We're left considering only a range of bad options given those constraints. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Why Are Central Banks Pivoting: What Changed?! 653 653 Why Are Central Banks Pivoting: What Changed?! full 4ea2691e-b3a0-42c7-9432-4e590d6b3545 https://share.transistor.fm/s/e5ce2ed7 Why is the Fed pivoting? More importantly, why now? We have to consider a couple of options since central bank officials are privy to more data than we have. Not that they know what to do with it, but if there's something they see perhaps we don't yet it's worth figuring it out ahead of time. After all, with rates plunging markets are in a rush to get somewhere already. 

Eurodollar University's conversations w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> Why is the Fed pivoting? More importantly, why now? We have to consider a couple of options since central bank officials are privy to more data than we have. Not that they know what to do with it, but if there's something they see perhaps we don't yet it's worth figuring it out ahead of time. After all, with rates plunging markets are in a rush to get somewhere already. 

Eurodollar University's conversations w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> Mon, 18 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1154 Why is the Fed pivoting? More importantly, why now? We have to consider a couple of options since central bank officials are privy to more data than we have. Not that they know what to do with it, but if there's something they see perhaps we don't yet it's worth figuring it out ahead of time. After all, with rates plunging markets are in a rush to get somewhere already. 

Eurodollar University's conversations w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Why Bond Yields Across The World Are COLLAPSING (Not What You Think) 652 652 Why Bond Yields Across The World Are COLLAPSING (Not What You Think) full dc6a7faa-ec11-4f43-890c-91215657177c https://share.transistor.fm/s/7fbacd2e China's growing economy and financial turmoil may seem like a world away, but it's closer than you might think. After all, bond yields aren't just plunging around the globe solely because the US may or may not end up in recession. There are far greater and more immediate concerns elsewhere right now, starting with the Chinese. What happens there matters everywhere, too. Even Economists like Paul Krugman have had to come to terms with that. 

Eurodollar University's Money & Macro Analysis

X (twitter) Kyle Bass CNBC
https://twitter.com/Jkylebass/status/1734227930933248050

CNN Even 1.4 billion people can’t fill all of China’s vacant homes, ex-official admits
https://www.cnn.com/2023/09/23/business/china-too-many-homes-for-1-4-billion-people-intl-hnk/index.html

World Bank Global Economic Prospects June 2023
https://openknowledge.worldbank.org/server/api/core/bitstreams/6e892b75-2594-4901-a036-46d0dec1e753/content

World Bank Navigating China's Post-Pandemic Growth Path
https://thedocs.worldbank.org/en/doc/cf2c1298e77c50bf1f1e7954ff560bc6-0070012023/original/China-Economic-Update-Dec23-EN.pdf

Krugman Reveals closed-door notes
https://mainichi.jp/english/articles/20160401/p2a/00m/0na/022000c

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> China's growing economy and financial turmoil may seem like a world away, but it's closer than you might think. After all, bond yields aren't just plunging around the globe solely because the US may or may not end up in recession. There are far greater and more immediate concerns elsewhere right now, starting with the Chinese. What happens there matters everywhere, too. Even Economists like Paul Krugman have had to come to terms with that. 

Eurodollar University's Money & Macro Analysis

X (twitter) Kyle Bass CNBC
https://twitter.com/Jkylebass/status/1734227930933248050

CNN Even 1.4 billion people can’t fill all of China’s vacant homes, ex-official admits
https://www.cnn.com/2023/09/23/business/china-too-many-homes-for-1-4-billion-people-intl-hnk/index.html

World Bank Global Economic Prospects June 2023
https://openknowledge.worldbank.org/server/api/core/bitstreams/6e892b75-2594-4901-a036-46d0dec1e753/content

World Bank Navigating China's Post-Pandemic Growth Path
https://thedocs.worldbank.org/en/doc/cf2c1298e77c50bf1f1e7954ff560bc6-0070012023/original/China-Economic-Update-Dec23-EN.pdf

Krugman Reveals closed-door notes
https://mainichi.jp/english/articles/20160401/p2a/00m/0na/022000c

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> Sun, 17 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1185 China's growing economy and financial turmoil may seem like a world away, but it's closer than you might think. After all, bond yields aren't just plunging around the globe solely because the US may or may not end up in recession. There are far greater and more immediate concerns elsewhere right now, starting with the Chinese. What happens there matters everywhere, too. Even Economists like Paul Krugman have had to come to terms with that. 

Eurodollar University's Money & Macro Analysis

X (twitter) Kyle Bass CNBC
https://twitter.com/Jkylebass/status/1734227930933248050

CNN Even 1.4 billion people can’t fill all of China’s vacant homes, ex-official admits
https://www.cnn.com/2023/09/23/business/china-too-many-homes-for-1-4-billion-people-intl-hnk/index.html

World Bank Global Economic Prospects June 2023
https://openknowledge.worldbank.org/server/api/core/bitstreams/6e892b75-2594-4901-a036-46d0dec1e753/content

World Bank Navigating China's Post-Pandemic Growth Path
https://thedocs.worldbank.org/en/doc/cf2c1298e77c50bf1f1e7954ff560bc6-0070012023/original/China-Economic-Update-Dec23-EN.pdf

Krugman Reveals closed-door notes
https://mainichi.jp/english/articles/20160401/p2a/00m/0na/022000c

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T! It's Here: What's Next? 651 651 HOLY SH*T! It's Here: What's Next? full 71dfe0de-b94c-483f-81cf-666c70aec200 https://share.transistor.fm/s/c8165b02 If you are interested, we are having a holiday sale. You can check it out here: https://www.eurodollar.university/sales-page-1


The FOMC and its dots. Stocks took them one way, bonds another. After pounding higher-for-longer all year, suddenly officials just gave up on it like nothing. That's a bit curious already. We need to understand what lower rates really mean, both in the marketplace and why the Federal Reserve (and others) are suddenly in agreement with bonds.

Eurodollar University's Money & Macro Analysis

Jay Powell Speech December 1, 2023
https://www.federalreserve.gov/newsevents/speech/powell20231201a.htm

Jay Powell Press Conference December 13, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20231213.pdf

FOMC SEP - the December dots
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20231213.pdf

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> If you are interested, we are having a holiday sale. You can check it out here: https://www.eurodollar.university/sales-page-1


The FOMC and its dots. Stocks took them one way, bonds another. After pounding higher-for-longer all year, suddenly officials just gave up on it like nothing. That's a bit curious already. We need to understand what lower rates really mean, both in the marketplace and why the Federal Reserve (and others) are suddenly in agreement with bonds.

Eurodollar University's Money & Macro Analysis

Jay Powell Speech December 1, 2023
https://www.federalreserve.gov/newsevents/speech/powell20231201a.htm

Jay Powell Press Conference December 13, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20231213.pdf

FOMC SEP - the December dots
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20231213.pdf

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> Fri, 15 Dec 2023 01:37:08 -0500 Jeff Snider Jeff Snider 1098 If you are interested, we are having a holiday sale. You can check it out here: https://www.eurodollar.university/sales-page-1


The FOMC and its dots. Stocks took them one way, bonds another. After pounding higher-for-longer all year, suddenly officials just gave up on it like nothing. That's a bit curious already. We need to understand what lower rates really mean, both in the marketplace and why the Federal Reserve (and others) are suddenly in agreement with bonds.

Eurodollar University's Money & Macro Analysis

Jay Powell Speech December 1, 2023
https://www.federalreserve.gov/newsevents/speech/powell20231201a.htm

Jay Powell Press Conference December 13, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20231213.pdf

FOMC SEP - the December dots
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20231213.pdf

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Is The Bond Market Wrong?! Has it Ever Been Wrong In The Past? 650 650 Is The Bond Market Wrong?! Has it Ever Been Wrong In The Past? full 31686f41-a01d-4561-ac47-a31337f5635e https://share.transistor.fm/s/51ced9d9 Is the bond market wrong?  Has it been wrong in the past? How useful are these esoteric indications and curves? Do they actually corroborate with anything in reality?
On the day when the Fed meets and all eyes are on interest rates, let's go through an example where it looked like the markets got it all wrong but in reality they got every last bit right. What curves were really telling us then, and what that can tell us about today.

Eurodollar University's Money & Macro Analysis

Bloomberg: Traders Turbocharge ECB Bets by Predicting 2.5% Rate in 2024
https://www.bloomberg.com/news/articles/2023-12-05/markets-turbocharge-bets-that-ecb-will-lead-world-on-rate-cuts

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> Is the bond market wrong?  Has it been wrong in the past? How useful are these esoteric indications and curves? Do they actually corroborate with anything in reality?
On the day when the Fed meets and all eyes are on interest rates, let's go through an example where it looked like the markets got it all wrong but in reality they got every last bit right. What curves were really telling us then, and what that can tell us about today.

Eurodollar University's Money & Macro Analysis

Bloomberg: Traders Turbocharge ECB Bets by Predicting 2.5% Rate in 2024
https://www.bloomberg.com/news/articles/2023-12-05/markets-turbocharge-bets-that-ecb-will-lead-world-on-rate-cuts

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> Thu, 14 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1112 Is the bond market wrong?  Has it been wrong in the past? How useful are these esoteric indications and curves? Do they actually corroborate with anything in reality?
On the day when the Fed meets and all eyes are on interest rates, let's go through an example where it looked like the markets got it all wrong but in reality they got every last bit right. What curves were really telling us then, and what that can tell us about today.

Eurodollar University's Money & Macro Analysis

Bloomberg: Traders Turbocharge ECB Bets by Predicting 2.5% Rate in 2024
https://www.bloomberg.com/news/articles/2023-12-05/markets-turbocharge-bets-that-ecb-will-lead-world-on-rate-cuts

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No While Everyone’s Focused On CPI - The Oil Market Just Did This 649 649 While Everyone’s Focused On CPI - The Oil Market Just Did This full b93eddc2-d574-4e02-909c-b6a0fdd10db2 https://share.transistor.fm/s/efdcb67b New multi-month low in oil, multi-year low in gasoline. Big turn into more contango for WTI futures. Energy sector completely overshadows US CPI for November even as energy prices are one key reason for the heavy disinflation in it. We need only look back to last year and wonder how we got to be in the same place all over again.

Eurodollar University's Money & Macro Analysis

OPEC Statement November 30, 2023
https://www.opec.org/opec_web/en/press_room/7267.htm

S&P Global Commodity Insights
https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/oil/113023-saudi-arabia-russia-extend-oil-supply-cuts-into-q1-2024-as-other-opec-members-join

FOMC Transcript August 5, 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080805meeting.pdf

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #eurodollar #income

]]> New multi-month low in oil, multi-year low in gasoline. Big turn into more contango for WTI futures. Energy sector completely overshadows US CPI for November even as energy prices are one key reason for the heavy disinflation in it. We need only look back to last year and wonder how we got to be in the same place all over again.

Eurodollar University's Money & Macro Analysis

OPEC Statement November 30, 2023
https://www.opec.org/opec_web/en/press_room/7267.htm

S&P Global Commodity Insights
https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/oil/113023-saudi-arabia-russia-extend-oil-supply-cuts-into-q1-2024-as-other-opec-members-join

FOMC Transcript August 5, 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080805meeting.pdf

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #eurodollar #income

]]> Wed, 13 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1110 New multi-month low in oil, multi-year low in gasoline. Big turn into more contango for WTI futures. Energy sector completely overshadows US CPI for November even as energy prices are one key reason for the heavy disinflation in it. We need only look back to last year and wonder how we got to be in the same place all over again.

Eurodollar University's Money & Macro Analysis

OPEC Statement November 30, 2023
https://www.opec.org/opec_web/en/press_room/7267.htm

S&P Global Commodity Insights
https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/oil/113023-saudi-arabia-russia-extend-oil-supply-cuts-into-q1-2024-as-other-opec-members-join

FOMC Transcript August 5, 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080805meeting.pdf

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #eurodollar #income

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It's Happening Again... 648 648 It's Happening Again... full 10f56455-6996-438d-940f-61de28c28090 https://share.transistor.fm/s/100158b6 What's bothering bonds? Several key issues starting with how everything about China is going wrong right now. The country just reported a sizable acceleration in deflation, both consumer and producer, on top of increasing problems in its money markets like repo. With those developing against a backdrop of failed stimulus, Moody's has chimed in with downgrades to its outlook for the country, for its biggest banks, even several crucial regions. Basically, it's a mess but one that is globally synchronized in what may be very surprising ways. 

Eurodollar University's Money & Macro Analysis

https://www.moodys.com/research/Moodys-affirms-Chinas-A1-rating-changes-outlook-to-negative-from-Rating-Action--PR_481753?cid=GAR9PTU7VKT2671

https://www.moodys.com/research/Moodys-changes-outlooks-to-negative-on-eight-Chinese-banks-following--PR_482777

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> What's bothering bonds? Several key issues starting with how everything about China is going wrong right now. The country just reported a sizable acceleration in deflation, both consumer and producer, on top of increasing problems in its money markets like repo. With those developing against a backdrop of failed stimulus, Moody's has chimed in with downgrades to its outlook for the country, for its biggest banks, even several crucial regions. Basically, it's a mess but one that is globally synchronized in what may be very surprising ways. 

Eurodollar University's Money & Macro Analysis

https://www.moodys.com/research/Moodys-affirms-Chinas-A1-rating-changes-outlook-to-negative-from-Rating-Action--PR_481753?cid=GAR9PTU7VKT2671

https://www.moodys.com/research/Moodys-changes-outlooks-to-negative-on-eight-Chinese-banks-following--PR_482777

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> Tue, 12 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1043 What's bothering bonds? Several key issues starting with how everything about China is going wrong right now. The country just reported a sizable acceleration in deflation, both consumer and producer, on top of increasing problems in its money markets like repo. With those developing against a backdrop of failed stimulus, Moody's has chimed in with downgrades to its outlook for the country, for its biggest banks, even several crucial regions. Basically, it's a mess but one that is globally synchronized in what may be very surprising ways. 

Eurodollar University's Money & Macro Analysis

https://www.moodys.com/research/Moodys-affirms-Chinas-A1-rating-changes-outlook-to-negative-from-Rating-Action--PR_481753?cid=GAR9PTU7VKT2671

https://www.moodys.com/research/Moodys-changes-outlooks-to-negative-on-eight-Chinese-banks-following--PR_482777

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No “This Has Been Inevitable” (With Macro Alf) 647 647 “This Has Been Inevitable” (With Macro Alf) full 395f60f2-cf16-4a48-b26c-a14d31fa11cb https://share.transistor.fm/s/0ac623df If you want to check out the full video, visit Eurodollar University: https://www.eurodollar.university/sales-page

Take advantage of this exclusive offer!

The bond market scares many away as it’s full of jargon and technicalities, but that ends today with Alf’s Bond Market Course.

And Alf throws in a juicy 20% OFF discount just for Eurodollar University listeners!

The first 50 buyers can get 20% OFF by using the discount code ''JEFF'' at checkout:

Here is the link - hurry up: https://themacrocompass.org/courses/#bond-market-course

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> If you want to check out the full video, visit Eurodollar University: https://www.eurodollar.university/sales-page

Take advantage of this exclusive offer!

The bond market scares many away as it’s full of jargon and technicalities, but that ends today with Alf’s Bond Market Course.

And Alf throws in a juicy 20% OFF discount just for Eurodollar University listeners!

The first 50 buyers can get 20% OFF by using the discount code ''JEFF'' at checkout:

Here is the link - hurry up: https://themacrocompass.org/courses/#bond-market-course

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Mon, 11 Dec 2023 09:35:02 -0500 Jeff Snider Jeff Snider 1541 If you want to check out the full video, visit Eurodollar University: https://www.eurodollar.university/sales-page

Take advantage of this exclusive offer!

The bond market scares many away as it’s full of jargon and technicalities, but that ends today with Alf’s Bond Market Course.

And Alf throws in a juicy 20% OFF discount just for Eurodollar University listeners!

The first 50 buyers can get 20% OFF by using the discount code ''JEFF'' at checkout:

Here is the link - hurry up: https://themacrocompass.org/courses/#bond-market-course

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING Payroll Report Goes Viral 646 646 BREAKING Payroll Report Goes Viral full 0e41b6c8-5bf0-455d-9018-dc9db37ec878 https://share.transistor.fm/s/2407ce4d November payrolls beat expectations yet again as the cycle stretches farther. Even so, the labor market is exhibiting telltale signs of recession anyway - not that it will matter to the soft landing narrative. Industries accounting for half of all private US jobs are cutting them. Contraction is widespread already, just not widespread enough to be accepted more broadly. The way things are going, and the way markets are pricing, still just a matter of time.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> November payrolls beat expectations yet again as the cycle stretches farther. Even so, the labor market is exhibiting telltale signs of recession anyway - not that it will matter to the soft landing narrative. Industries accounting for half of all private US jobs are cutting them. Contraction is widespread already, just not widespread enough to be accepted more broadly. The way things are going, and the way markets are pricing, still just a matter of time.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> Sun, 10 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1099 November payrolls beat expectations yet again as the cycle stretches farther. Even so, the labor market is exhibiting telltale signs of recession anyway - not that it will matter to the soft landing narrative. Industries accounting for half of all private US jobs are cutting them. Contraction is widespread already, just not widespread enough to be accepted more broadly. The way things are going, and the way markets are pricing, still just a matter of time.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Did This Change The Stock Market Forever? 645 645 Did This Change The Stock Market Forever? full cad94810-f9c6-4310-afdb-bb22a5e4be24 https://share.transistor.fm/s/b8244182 Bonds are screaming bloody murder. By contrast, stocks are taking everything in stride, betting more strongly on disinflation, soft landing, a few rate cuts, every possible Goldilocks angle. Or so it would seem. What do equities really price? Not fundamentals like "liquidity" as is so often claimed nor the economy. Valuations are a fiction. History shows us where the heart of the NYSE really lies, which means there is substantial risk diverging from bonds. 

Eurodollar University's Money & Macro Analysis

CNBC: A brief history of the 401(k), which changed how Americans retire
https://www.cnbc.com/2017/01/04/a-brief-history-of-the-401k-which-changed-how-americans-retire.html

Robert Shiller 2013 Nobel Prize Lecture
https://www.nobelprize.org/uploads/2018/06/shiller-lecture.pdf

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> Bonds are screaming bloody murder. By contrast, stocks are taking everything in stride, betting more strongly on disinflation, soft landing, a few rate cuts, every possible Goldilocks angle. Or so it would seem. What do equities really price? Not fundamentals like "liquidity" as is so often claimed nor the economy. Valuations are a fiction. History shows us where the heart of the NYSE really lies, which means there is substantial risk diverging from bonds. 

Eurodollar University's Money & Macro Analysis

CNBC: A brief history of the 401(k), which changed how Americans retire
https://www.cnbc.com/2017/01/04/a-brief-history-of-the-401k-which-changed-how-americans-retire.html

Robert Shiller 2013 Nobel Prize Lecture
https://www.nobelprize.org/uploads/2018/06/shiller-lecture.pdf

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> Fri, 08 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1258 Bonds are screaming bloody murder. By contrast, stocks are taking everything in stride, betting more strongly on disinflation, soft landing, a few rate cuts, every possible Goldilocks angle. Or so it would seem. What do equities really price? Not fundamentals like "liquidity" as is so often claimed nor the economy. Valuations are a fiction. History shows us where the heart of the NYSE really lies, which means there is substantial risk diverging from bonds. 

Eurodollar University's Money & Macro Analysis

CNBC: A brief history of the 401(k), which changed how Americans retire
https://www.cnbc.com/2017/01/04/a-brief-history-of-the-401k-which-changed-how-americans-retire.html

Robert Shiller 2013 Nobel Prize Lecture
https://www.nobelprize.org/uploads/2018/06/shiller-lecture.pdf

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It Was Only A Matter Of Time...But It Finally Happened 644 644 It Was Only A Matter Of Time...But It Finally Happened full fe916db6-d7bc-47d3-9661-a50cda61ad75 https://share.transistor.fm/s/87657463 Oil prices down big again. A lot more contango, too. Bond buying remains heavy and while not quite to the bull steepening it's moving in on that key point. All signs point to lower rates ahead, but isn't that a good thing? That's what we're supposed to believe...

Eurodollar University's Money & Macro Analysis

Ben Bernanke: Before the Joint Economic Committee, U.S. Congress April 2008
https://www.federalreserve.gov/newsevents/testimony/bernanke20080402a.htm

CNBC: Bernanke Says US Could Be Facing A Mild Recession
https://www.cnbc.com/2008/04/10/bernanke-says-us-could-be-facing-a-mild-recession.html

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #fed #federalreserve

]]> Oil prices down big again. A lot more contango, too. Bond buying remains heavy and while not quite to the bull steepening it's moving in on that key point. All signs point to lower rates ahead, but isn't that a good thing? That's what we're supposed to believe...

Eurodollar University's Money & Macro Analysis

Ben Bernanke: Before the Joint Economic Committee, U.S. Congress April 2008
https://www.federalreserve.gov/newsevents/testimony/bernanke20080402a.htm

CNBC: Bernanke Says US Could Be Facing A Mild Recession
https://www.cnbc.com/2008/04/10/bernanke-says-us-could-be-facing-a-mild-recession.html

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #fed #federalreserve

]]> Thu, 07 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1221 Oil prices down big again. A lot more contango, too. Bond buying remains heavy and while not quite to the bull steepening it's moving in on that key point. All signs point to lower rates ahead, but isn't that a good thing? That's what we're supposed to believe...

Eurodollar University's Money & Macro Analysis

Ben Bernanke: Before the Joint Economic Committee, U.S. Congress April 2008
https://www.federalreserve.gov/newsevents/testimony/bernanke20080402a.htm

CNBC: Bernanke Says US Could Be Facing A Mild Recession
https://www.cnbc.com/2008/04/10/bernanke-says-us-could-be-facing-a-mild-recession.html

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #fed #federalreserve

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Things Are Getting REALLY Serious Now 643 643 Things Are Getting REALLY Serious Now full 50965f73-9245-4f57-b4af-7062cd58d166 https://share.transistor.fm/s/149d49dc #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #fed #federalreserve
More big moves in the markets including key financial numbers. It is increasingly looking like we've reached the point of non-linearity for both the monetary system as well as the real economy. While waiting for labor market confirmation in the US about what's already happened, interest rate swaps are pricing ahead and like forward rate hedging there's not much to be upbeat about. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #fed #federalreserve
More big moves in the markets including key financial numbers. It is increasingly looking like we've reached the point of non-linearity for both the monetary system as well as the real economy. While waiting for labor market confirmation in the US about what's already happened, interest rate swaps are pricing ahead and like forward rate hedging there's not much to be upbeat about. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Wed, 06 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1168 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #fed #federalreserve
More big moves in the markets including key financial numbers. It is increasingly looking like we've reached the point of non-linearity for both the monetary system as well as the real economy. While waiting for labor market confirmation in the US about what's already happened, interest rate swaps are pricing ahead and like forward rate hedging there's not much to be upbeat about. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global Markets are Preparing for Something MASSIVE, But What? 642 642 Global Markets are Preparing for Something MASSIVE, But What? full 5b12d65b-0557-4422-a921-0b8bb72e75c4 https://share.transistor.fm/s/8ea3b9aa #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #fed #federalreserve #europe 
Wild trading last week wasn't just about recession worries, there was quite a bit of fear pushed into curves particularly forward curves and especially those in Europe. By Friday, the moves were astounding, the sort of swings last seen clustered around March and April. First, a review of what happened and then some analysis as to why therefore what. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #fed #federalreserve #europe 
Wild trading last week wasn't just about recession worries, there was quite a bit of fear pushed into curves particularly forward curves and especially those in Europe. By Friday, the moves were astounding, the sort of swings last seen clustered around March and April. First, a review of what happened and then some analysis as to why therefore what. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Tue, 05 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1141 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #fed #federalreserve #europe 
Wild trading last week wasn't just about recession worries, there was quite a bit of fear pushed into curves particularly forward curves and especially those in Europe. By Friday, the moves were astounding, the sort of swings last seen clustered around March and April. First, a review of what happened and then some analysis as to why therefore what. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Holy Sh*t! The Fed Just Admitted We Are In A Recession 641 641 Holy Sh*t! The Fed Just Admitted We Are In A Recession full 4dec4037-18f7-43ec-8776-7da364634c7b https://share.transistor.fm/s/9bcaaad6 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #fed #federalreserve 
Recent Federal Reserve report claims at least half the country is already in recession, while another substantial portion likely is. Not only does that match softening rhetoric from policymakers, obviously there's been a radical change in markets, too.

Eurodollar University's weekly conversation w/Steve Van Metre

Federal Reserve Beige Book November 29, 2023
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20231129.pdf

ISM for November 2023
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/november/

CNBC: Black Friday weekend shopping turnout soars to a record, as consumers seek bargains
https://www.cnbc.com/2023/11/28/black-friday-weekend-shopping-turnout-soars-to-a-record.html

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #fed #federalreserve 
Recent Federal Reserve report claims at least half the country is already in recession, while another substantial portion likely is. Not only does that match softening rhetoric from policymakers, obviously there's been a radical change in markets, too.

Eurodollar University's weekly conversation w/Steve Van Metre

Federal Reserve Beige Book November 29, 2023
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20231129.pdf

ISM for November 2023
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/november/

CNBC: Black Friday weekend shopping turnout soars to a record, as consumers seek bargains
https://www.cnbc.com/2023/11/28/black-friday-weekend-shopping-turnout-soars-to-a-record.html

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Mon, 04 Dec 2023 10:26:08 -0500 Jeff Snider Jeff Snider 1148 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #fed #federalreserve 
Recent Federal Reserve report claims at least half the country is already in recession, while another substantial portion likely is. Not only does that match softening rhetoric from policymakers, obviously there's been a radical change in markets, too.

Eurodollar University's weekly conversation w/Steve Van Metre

Federal Reserve Beige Book November 29, 2023
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20231129.pdf

ISM for November 2023
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/november/

CNBC: Black Friday weekend shopping turnout soars to a record, as consumers seek bargains
https://www.cnbc.com/2023/11/28/black-friday-weekend-shopping-turnout-soars-to-a-record.html

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Can The Government Keep Spending Money Forever?! 640 640 Can The Government Keep Spending Money Forever?! full 01adfbe9-9025-4459-87b4-ad25041badb5 https://share.transistor.fm/s/87224323 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #government #governmentdebt #debt 
Governments are out of control. This insanity can't go on much longer, can it? Understanding how it came to be this way, and why, that's the key to answering that question. Blackmail and myths. The problem isn't really govt debt, it's what the debt is being used to (try and) cover up. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #government #governmentdebt #debt 
Governments are out of control. This insanity can't go on much longer, can it? Understanding how it came to be this way, and why, that's the key to answering that question. Blackmail and myths. The problem isn't really govt debt, it's what the debt is being used to (try and) cover up. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Sun, 03 Dec 2023 12:22:31 -0500 Jeff Snider Jeff Snider 1193 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #government #governmentdebt #debt 
Governments are out of control. This insanity can't go on much longer, can it? Understanding how it came to be this way, and why, that's the key to answering that question. Blackmail and myths. The problem isn't really govt debt, it's what the debt is being used to (try and) cover up. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China Is Showing Us Where The Global Economy Will Go Next 639 639 China Is Showing Us Where The Global Economy Will Go Next full e704a312-c7be-4d8f-85ff-e2ce1fb5dbde https://share.transistor.fm/s/898f1cf0 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #china 
The more the Chinese government does, the worse you know it must be. China's government is doing even more. That simple rule applies to the global economy since conditions there are a reflection of how it's going around the world. Despite expectations the country has "turned a corner", the data keeps showing just the opposite. Globally synchronized and not in a good way. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Factory, Services Activity Shrink in Snag for Recovery
https://www.bloomberg.com/news/articles/2023-11-30/china-s-factory-activity-shrinks-again-in-sign-of-recovery-woes

SAFE: Balance of paymentsw
https://www.safe.gov.cn/en/2023/1103/2145.html

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #china 
The more the Chinese government does, the worse you know it must be. China's government is doing even more. That simple rule applies to the global economy since conditions there are a reflection of how it's going around the world. Despite expectations the country has "turned a corner", the data keeps showing just the opposite. Globally synchronized and not in a good way. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Factory, Services Activity Shrink in Snag for Recovery
https://www.bloomberg.com/news/articles/2023-11-30/china-s-factory-activity-shrinks-again-in-sign-of-recovery-woes

SAFE: Balance of paymentsw
https://www.safe.gov.cn/en/2023/1103/2145.html

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Fri, 01 Dec 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1108 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #china 
The more the Chinese government does, the worse you know it must be. China's government is doing even more. That simple rule applies to the global economy since conditions there are a reflection of how it's going around the world. Despite expectations the country has "turned a corner", the data keeps showing just the opposite. Globally synchronized and not in a good way. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Factory, Services Activity Shrink in Snag for Recovery
https://www.bloomberg.com/news/articles/2023-11-30/china-s-factory-activity-shrinks-again-in-sign-of-recovery-woes

SAFE: Balance of paymentsw
https://www.safe.gov.cn/en/2023/1103/2145.html

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Bonds Across The World Are All Signaling The Exact Same Thing 638 638 Bonds Across The World Are All Signaling The Exact Same Thing full 73b87c73-6c17-4a20-b417-fa1dce45be84 https://share.transistor.fm/s/80258dd9 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #banking #liquidity #lending #credit #europe #japan
Interest rates all over the world are dropping, fast. Economic fundamentals are being repriced in global bonds - hard - now that the September effect has fully dissipated and - this is the important part - the world is more and more confirmed in its ugliness. So much so, even a former Fed hawk has to admit something has changed. Just wait until he finds out what that really means, since he isn't reading interest rates.

Eurodollar University's Money & Macro Analysis

FRB Governor Waller https://www.federalreserve.gov/newsevents/speech/waller20231128a.htm

Bill Ackman interview preview
https://www.bloomberg.com/peer-to-peer
https://www.morningstar.com/news/marketwatch/20231129223/why-bill-ackman-thinks-the-economy-will-need-a-fed-rate-cut-very-early-in-2024

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #banking #liquidity #lending #credit #europe #japan
Interest rates all over the world are dropping, fast. Economic fundamentals are being repriced in global bonds - hard - now that the September effect has fully dissipated and - this is the important part - the world is more and more confirmed in its ugliness. So much so, even a former Fed hawk has to admit something has changed. Just wait until he finds out what that really means, since he isn't reading interest rates.

Eurodollar University's Money & Macro Analysis

FRB Governor Waller https://www.federalreserve.gov/newsevents/speech/waller20231128a.htm

Bill Ackman interview preview
https://www.bloomberg.com/peer-to-peer
https://www.morningstar.com/news/marketwatch/20231129223/why-bill-ackman-thinks-the-economy-will-need-a-fed-rate-cut-very-early-in-2024

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Thu, 30 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1039 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #banking #liquidity #lending #credit #europe #japan
Interest rates all over the world are dropping, fast. Economic fundamentals are being repriced in global bonds - hard - now that the September effect has fully dissipated and - this is the important part - the world is more and more confirmed in its ugliness. So much so, even a former Fed hawk has to admit something has changed. Just wait until he finds out what that really means, since he isn't reading interest rates.

Eurodollar University's Money & Macro Analysis

FRB Governor Waller https://www.federalreserve.gov/newsevents/speech/waller20231128a.htm

Bill Ackman interview preview
https://www.bloomberg.com/peer-to-peer
https://www.morningstar.com/news/marketwatch/20231129223/why-bill-ackman-thinks-the-economy-will-need-a-fed-rate-cut-very-early-in-2024

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Banks Around The World Are Preparing For Something BIG 637 637 Banks Around The World Are Preparing For Something BIG full b5e5f0a0-dd1f-4b06-aa4b-cf70a01c769a https://share.transistor.fm/s/a2faeab0 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #banking #liquidity #lending #credit #europe 
Banks all over the world are preparing for...something. In addition to hoarding liquidity, they're also derisking and back to hedging again. We see those among US banks and the financial system as well as in Europe where lending has especially suffered for defensive liquidity measures. Quite simply, if the world was heading for a soft landing and where banks are just fine, we wouldn't find any of these symptoms let alone all of them. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #banking #liquidity #lending #credit #europe 
Banks all over the world are preparing for...something. In addition to hoarding liquidity, they're also derisking and back to hedging again. We see those among US banks and the financial system as well as in Europe where lending has especially suffered for defensive liquidity measures. Quite simply, if the world was heading for a soft landing and where banks are just fine, we wouldn't find any of these symptoms let alone all of them. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Wed, 29 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1050 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #banking #liquidity #lending #credit #europe 
Banks all over the world are preparing for...something. In addition to hoarding liquidity, they're also derisking and back to hedging again. We see those among US banks and the financial system as well as in Europe where lending has especially suffered for defensive liquidity measures. Quite simply, if the world was heading for a soft landing and where banks are just fine, we wouldn't find any of these symptoms let alone all of them. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It's STARTING! Global Bank Liquidity Is Drying Up FAST 635 635 It's STARTING! Global Bank Liquidity Is Drying Up FAST full c5f25568-f242-454f-acb1-d8ffe25471b4 https://share.transistor.fm/s/710e86a1 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #banking #liquidity 
Over the last several weeks there have been concerning developments across the global banking system. Overseas data point to serious enough trouble it is causing foreign official institutions to take evasive actions. But it isn't just offshore banks; data for domestic US banks shows correlated behavior. What's behind this sudden global liquidity hoarding?

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #banking #liquidity 
Over the last several weeks there have been concerning developments across the global banking system. Overseas data point to serious enough trouble it is causing foreign official institutions to take evasive actions. But it isn't just offshore banks; data for domestic US banks shows correlated behavior. What's behind this sudden global liquidity hoarding?

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Tue, 28 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1076 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #banking #liquidity 
Over the last several weeks there have been concerning developments across the global banking system. Overseas data point to serious enough trouble it is causing foreign official institutions to take evasive actions. But it isn't just offshore banks; data for domestic US banks shows correlated behavior. What's behind this sudden global liquidity hoarding?

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Truth About Federal Reserve Cuts: George Gammon & Jeff Snider 636 636 The Truth About Federal Reserve Cuts: George Gammon & Jeff Snider full 6bf06120-dcd2-4b2f-8e9e-f2c3880f0589 https://share.transistor.fm/s/81e5ca41 Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Tue, 28 Nov 2023 00:25:24 -0500 Jeff Snider Jeff Snider 2961 Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No NEW Central Bank Report Reveals What's Coming 634 634 NEW Central Bank Report Reveals What's Coming full 6925bba9-10b1-48d4-ba47-2470a583717e https://share.transistor.fm/s/713febc3 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #europe #france #germany #japan 
The balance is shifting more decisively, both in the global economy and official reaction to it. More central banks are now cutting rates than hiking them. This is an especially critical development since "monetary" authorities are typically among the last to recognize, admit, then act in response to serious weakness. 

Eurodollar University's conversation w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #europe #france #germany #japan 
The balance is shifting more decisively, both in the global economy and official reaction to it. More central banks are now cutting rates than hiking them. This is an especially critical development since "monetary" authorities are typically among the last to recognize, admit, then act in response to serious weakness. 

Eurodollar University's conversation w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Sun, 26 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 946 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #europe #france #germany #japan 
The balance is shifting more decisively, both in the global economy and official reaction to it. More central banks are now cutting rates than hiking them. This is an especially critical development since "monetary" authorities are typically among the last to recognize, admit, then act in response to serious weakness. 

Eurodollar University's conversation w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Soft Landing vs Hard Landing ALL Comes Down To This 633 633 Soft Landing vs Hard Landing ALL Comes Down To This full edfdcc62-b81d-445b-a3ac-badfd199fb1e https://share.transistor.fm/s/511d336f #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #europe #france #germany #japan 
Soft landing vs. hard landing isn't really hard. It all comes down to employment and the jobs market is merely the last stage in a discreet process. We have more and more information which more and more uniformly shows the world entering that last stage. 

Eurodollar University's Money & Macro Analysis

SPG US PMI US private sector employment falls for first time since June 2020 amid
muted demand conditions
https://www.pmi.spglobal.com/Public/Home/PressRelease/b72b9c19b3bd48e78027009aad143044

HCOB Flash Eurozone PMI Employment falls for first time in almost three years as eurozone
downturn continues
https://www.pmi.spglobal.com/Public/Home/PressRelease/20d35936ba1e4c8cac284d0a18afceef

HCOB Flash France PMI French economy endures another steep contraction midway through
fourth quarter
https://www.pmi.spglobal.com/Public/Home/PressRelease/73b931ce1dba4f068655878ca9a40625

HCOB Flash Germany PMI Downturn in German economy eases in November
https://www.pmi.spglobal.com/Public/Home/PressRelease/4b17e45241094fa3b97a9f55e81b7e74

au Jibun Bank Flash Japan Composite PMI Private sector activity stalls in November
https://www.pmi.spglobal.com/Public/Home/PressRelease/93d3415079964b6c898c8e0718d0ed51

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #europe #france #germany #japan 
Soft landing vs. hard landing isn't really hard. It all comes down to employment and the jobs market is merely the last stage in a discreet process. We have more and more information which more and more uniformly shows the world entering that last stage. 

Eurodollar University's Money & Macro Analysis

SPG US PMI US private sector employment falls for first time since June 2020 amid
muted demand conditions
https://www.pmi.spglobal.com/Public/Home/PressRelease/b72b9c19b3bd48e78027009aad143044

HCOB Flash Eurozone PMI Employment falls for first time in almost three years as eurozone
downturn continues
https://www.pmi.spglobal.com/Public/Home/PressRelease/20d35936ba1e4c8cac284d0a18afceef

HCOB Flash France PMI French economy endures another steep contraction midway through
fourth quarter
https://www.pmi.spglobal.com/Public/Home/PressRelease/73b931ce1dba4f068655878ca9a40625

HCOB Flash Germany PMI Downturn in German economy eases in November
https://www.pmi.spglobal.com/Public/Home/PressRelease/4b17e45241094fa3b97a9f55e81b7e74

au Jibun Bank Flash Japan Composite PMI Private sector activity stalls in November
https://www.pmi.spglobal.com/Public/Home/PressRelease/93d3415079964b6c898c8e0718d0ed51

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Sat, 25 Nov 2023 12:58:08 -0500 Jeff Snider Jeff Snider 759 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #europe #france #germany #japan 
Soft landing vs. hard landing isn't really hard. It all comes down to employment and the jobs market is merely the last stage in a discreet process. We have more and more information which more and more uniformly shows the world entering that last stage. 

Eurodollar University's Money & Macro Analysis

SPG US PMI US private sector employment falls for first time since June 2020 amid
muted demand conditions
https://www.pmi.spglobal.com/Public/Home/PressRelease/b72b9c19b3bd48e78027009aad143044

HCOB Flash Eurozone PMI Employment falls for first time in almost three years as eurozone
downturn continues
https://www.pmi.spglobal.com/Public/Home/PressRelease/20d35936ba1e4c8cac284d0a18afceef

HCOB Flash France PMI French economy endures another steep contraction midway through
fourth quarter
https://www.pmi.spglobal.com/Public/Home/PressRelease/73b931ce1dba4f068655878ca9a40625

HCOB Flash Germany PMI Downturn in German economy eases in November
https://www.pmi.spglobal.com/Public/Home/PressRelease/4b17e45241094fa3b97a9f55e81b7e74

au Jibun Bank Flash Japan Composite PMI Private sector activity stalls in November
https://www.pmi.spglobal.com/Public/Home/PressRelease/93d3415079964b6c898c8e0718d0ed51

Twitter: https://twitter.com/JeffSnider_EDU
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Most Obvious Recession Concern Is Now Getting Really Concerning 632 632 The Most Obvious Recession Concern Is Now Getting Really Concerning full 6560e646-22b5-4834-84c1-40a91af2aa56 https://share.transistor.fm/s/4cb7cc36 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #bankcrisis #oil #gasoline 
Even OPEC is having trouble dealing with the growing turmoil in the oil market. Weak demand is forcing the cartel to confront very difficult choices. The reason is because recent price weakness isn't really just about energy. A whole range of financial indications are pointing once more in that wrong if familiar direction.

Eurodollar University's Money & Macro Analysis

Bloomberg: OPEC+ Meeting Delayed as Oil Production Talks Hit Turbulence
https://www.bloomberg.com/news/articles/2023-11-22/opec-talks-hit-turbulence-as-saudis-agitate-over-output-levels

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #bankcrisis #oil #gasoline 
Even OPEC is having trouble dealing with the growing turmoil in the oil market. Weak demand is forcing the cartel to confront very difficult choices. The reason is because recent price weakness isn't really just about energy. A whole range of financial indications are pointing once more in that wrong if familiar direction.

Eurodollar University's Money & Macro Analysis

Bloomberg: OPEC+ Meeting Delayed as Oil Production Talks Hit Turbulence
https://www.bloomberg.com/news/articles/2023-11-22/opec-talks-hit-turbulence-as-saudis-agitate-over-output-levels

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Thu, 23 Nov 2023 11:42:21 -0500 Jeff Snider Jeff Snider 1058 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #bankcrisis #oil #gasoline 
Even OPEC is having trouble dealing with the growing turmoil in the oil market. Weak demand is forcing the cartel to confront very difficult choices. The reason is because recent price weakness isn't really just about energy. A whole range of financial indications are pointing once more in that wrong if familiar direction.

Eurodollar University's Money & Macro Analysis

Bloomberg: OPEC+ Meeting Delayed as Oil Production Talks Hit Turbulence
https://www.bloomberg.com/news/articles/2023-11-22/opec-talks-hit-turbulence-as-saudis-agitate-over-output-levels

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We NEED To Discuss The Bond Market ASAP 631 631 We NEED To Discuss The Bond Market ASAP full 2286416f-9e90-4d91-9076-01e72b56e8b2 https://share.transistor.fm/s/5f68a0aa #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #bankcrisis #japan #collateral 
Bond market is getting wild. Big moves in a lot places included several many aren't paying close enough attention to. The previous selloff in LT USTs has kept focus on that one segment in this single market. Not only are there crucial warnings in the other UST curve spot, other curves are making an even bigger splash here, some you may not immediately think of. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Bonds’ Best Month Since March Faces ‘Sanity Check’ in Auction
https://www.bloomberg.com/news/articles/2023-11-19/bonds-best-month-since-march-faces-sanity-check-in-auction

Bloomberg: Booming Bond Rally Likely to Continue After Strong $16 Billion Debt Auction
https://www.bloomberg.com/news/articles/2023-11-20/treasury-rally-faces-test-in-pre-holiday-20-year-bond-auction

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #bankcrisis #japan #collateral 
Bond market is getting wild. Big moves in a lot places included several many aren't paying close enough attention to. The previous selloff in LT USTs has kept focus on that one segment in this single market. Not only are there crucial warnings in the other UST curve spot, other curves are making an even bigger splash here, some you may not immediately think of. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Bonds’ Best Month Since March Faces ‘Sanity Check’ in Auction
https://www.bloomberg.com/news/articles/2023-11-19/bonds-best-month-since-march-faces-sanity-check-in-auction

Bloomberg: Booming Bond Rally Likely to Continue After Strong $16 Billion Debt Auction
https://www.bloomberg.com/news/articles/2023-11-20/treasury-rally-faces-test-in-pre-holiday-20-year-bond-auction

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Wed, 22 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1103 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #bankcrisis #japan #collateral 
Bond market is getting wild. Big moves in a lot places included several many aren't paying close enough attention to. The previous selloff in LT USTs has kept focus on that one segment in this single market. Not only are there crucial warnings in the other UST curve spot, other curves are making an even bigger splash here, some you may not immediately think of. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Bonds’ Best Month Since March Faces ‘Sanity Check’ in Auction
https://www.bloomberg.com/news/articles/2023-11-19/bonds-best-month-since-march-faces-sanity-check-in-auction

Bloomberg: Booming Bond Rally Likely to Continue After Strong $16 Billion Debt Auction
https://www.bloomberg.com/news/articles/2023-11-20/treasury-rally-faces-test-in-pre-holiday-20-year-bond-auction

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No If Central Banks Controlled Interest Rates Then Explain THIS 630 630 If Central Banks Controlled Interest Rates Then Explain THIS full 9c6928b3-8e8b-4b6f-9462-4335bc9e65c7 https://share.transistor.fm/s/d2154eb5 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #bankcrisis 
Any amateur (like me) with a passing interest in economics knows the story: the Fed controls the economy by raising or lowering interest rates. Those then affect the banking system's credit impulse which either adds to or takes away from the general economy depending on what CBers wish to accomplish. 

Of course, almost none of that is true. How did it get to be this way? Answering that question reveals a lot more than you might think. 

Eurodollar University's Money & Macro Analysis

ECB Monetary Policy Decisions October 26, 2023
https://www.ecb.europa.eu/press/pr/date/2023/html/ecb.mp231026~6028cea576.en.html

Bundesbank TPI
https://www.bundesbank.de/en/tasks/monetary-policy/outright-transactions/transmission-protection-instrument-tpi--896158

FOMC Transcript August 1, 2011
https://www.federalreserve.gov/monetarypolicy/files/fomc20110801confcall.pdf

Milton Friedman: A Program for Monetary Stability (1960)
https://miltonfriedman.hoover.org/objects/57536/a-program-for-monetary-stability

FOMC Transcript June 27-28, 2000
https://www.federalreserve.gov/monetarypolicy/files/FOMC20000628meeting.pdf

RBI  Michael Debabrata Patra: Lost in Transmission? Financial Markets and Monetary Policy
https://rbi.org.in/Scripts/BS_SpeechesView.aspx?Id=1338

BOE Catherine Mann: Expectations, lags, and the transmission of monetary policy
https://www.bankofengland.co.uk/-/media/boe/files/speech/2023/february/expectations-lags-and-the-transmission-of-monetary-policy-speech-by-catherine-l-mann.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #bankcrisis 
Any amateur (like me) with a passing interest in economics knows the story: the Fed controls the economy by raising or lowering interest rates. Those then affect the banking system's credit impulse which either adds to or takes away from the general economy depending on what CBers wish to accomplish. 

Of course, almost none of that is true. How did it get to be this way? Answering that question reveals a lot more than you might think. 

Eurodollar University's Money & Macro Analysis

ECB Monetary Policy Decisions October 26, 2023
https://www.ecb.europa.eu/press/pr/date/2023/html/ecb.mp231026~6028cea576.en.html

Bundesbank TPI
https://www.bundesbank.de/en/tasks/monetary-policy/outright-transactions/transmission-protection-instrument-tpi--896158

FOMC Transcript August 1, 2011
https://www.federalreserve.gov/monetarypolicy/files/fomc20110801confcall.pdf

Milton Friedman: A Program for Monetary Stability (1960)
https://miltonfriedman.hoover.org/objects/57536/a-program-for-monetary-stability

FOMC Transcript June 27-28, 2000
https://www.federalreserve.gov/monetarypolicy/files/FOMC20000628meeting.pdf

RBI  Michael Debabrata Patra: Lost in Transmission? Financial Markets and Monetary Policy
https://rbi.org.in/Scripts/BS_SpeechesView.aspx?Id=1338

BOE Catherine Mann: Expectations, lags, and the transmission of monetary policy
https://www.bankofengland.co.uk/-/media/boe/files/speech/2023/february/expectations-lags-and-the-transmission-of-monetary-policy-speech-by-catherine-l-mann.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Tue, 21 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1131 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #bankcrisis 
Any amateur (like me) with a passing interest in economics knows the story: the Fed controls the economy by raising or lowering interest rates. Those then affect the banking system's credit impulse which either adds to or takes away from the general economy depending on what CBers wish to accomplish. 

Of course, almost none of that is true. How did it get to be this way? Answering that question reveals a lot more than you might think. 

Eurodollar University's Money & Macro Analysis

ECB Monetary Policy Decisions October 26, 2023
https://www.ecb.europa.eu/press/pr/date/2023/html/ecb.mp231026~6028cea576.en.html

Bundesbank TPI
https://www.bundesbank.de/en/tasks/monetary-policy/outright-transactions/transmission-protection-instrument-tpi--896158

FOMC Transcript August 1, 2011
https://www.federalreserve.gov/monetarypolicy/files/fomc20110801confcall.pdf

Milton Friedman: A Program for Monetary Stability (1960)
https://miltonfriedman.hoover.org/objects/57536/a-program-for-monetary-stability

FOMC Transcript June 27-28, 2000
https://www.federalreserve.gov/monetarypolicy/files/FOMC20000628meeting.pdf

RBI  Michael Debabrata Patra: Lost in Transmission? Financial Markets and Monetary Policy
https://rbi.org.in/Scripts/BS_SpeechesView.aspx?Id=1338

BOE Catherine Mann: Expectations, lags, and the transmission of monetary policy
https://www.bankofengland.co.uk/-/media/boe/files/speech/2023/february/expectations-lags-and-the-transmission-of-monetary-policy-speech-by-catherine-l-mann.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oh Sh*t... This Just Happened 629 629 Oh Sh*t... This Just Happened full d61ad7c4-9d34-4559-ad22-af3d3bacaea9 https://share.transistor.fm/s/e7e15015 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #oil #gasoline #cisco #walmart 
From Cisco to Walmart, bonds to oil. Don't call it a comeback, deflation has been here the whole time. Most just forgot about it or were distracted by the combined summertime of soft landing and oil prices. The downside of the disinflation rebound and the weakness it is revealing have brought all the bad deflationary feelings back up to the surface. 

Eurodollar University's conversations w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #oil #gasoline #cisco #walmart 
From Cisco to Walmart, bonds to oil. Don't call it a comeback, deflation has been here the whole time. Most just forgot about it or were distracted by the combined summertime of soft landing and oil prices. The downside of the disinflation rebound and the weakness it is revealing have brought all the bad deflationary feelings back up to the surface. 

Eurodollar University's conversations w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Mon, 20 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1100 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #oil #gasoline #cisco #walmart 
From Cisco to Walmart, bonds to oil. Don't call it a comeback, deflation has been here the whole time. Most just forgot about it or were distracted by the combined summertime of soft landing and oil prices. The downside of the disinflation rebound and the weakness it is revealing have brought all the bad deflationary feelings back up to the surface. 

Eurodollar University's conversations w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No THIS Will Show You Where Interest Rates Are Going Next 628 628 THIS Will Show You Where Interest Rates Are Going Next full 77b6161b-ebf5-4ccb-be8a-7ee02bdd2f23 https://share.transistor.fm/s/ca89024d #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy 
The mainstream emphasis on Treasury auctions is, like so many of these things, completely misplaced. It's not just misplaced, even the worst Treasury auctions don't actually matter. Interest rates have nothing to do with how much debt the government issues. It's sad, it's not right, but that's the eurodollar world we live in. Uncle Sam has issued almost $20 trillion in debt over the last dozen years, and the long bond yield has barely moved - even with the Fed spiking ST rates.

Eurodollar University's Money & Macro Analysis

FOMC statement May 9, 2010
https://www.federalreserve.gov/newsevents/pressreleases/monetary20100509a.htm

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy 
The mainstream emphasis on Treasury auctions is, like so many of these things, completely misplaced. It's not just misplaced, even the worst Treasury auctions don't actually matter. Interest rates have nothing to do with how much debt the government issues. It's sad, it's not right, but that's the eurodollar world we live in. Uncle Sam has issued almost $20 trillion in debt over the last dozen years, and the long bond yield has barely moved - even with the Fed spiking ST rates.

Eurodollar University's Money & Macro Analysis

FOMC statement May 9, 2010
https://www.federalreserve.gov/newsevents/pressreleases/monetary20100509a.htm

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Sun, 19 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1090 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy 
The mainstream emphasis on Treasury auctions is, like so many of these things, completely misplaced. It's not just misplaced, even the worst Treasury auctions don't actually matter. Interest rates have nothing to do with how much debt the government issues. It's sad, it's not right, but that's the eurodollar world we live in. Uncle Sam has issued almost $20 trillion in debt over the last dozen years, and the long bond yield has barely moved - even with the Fed spiking ST rates.

Eurodollar University's Money & Macro Analysis

FOMC statement May 9, 2010
https://www.federalreserve.gov/newsevents/pressreleases/monetary20100509a.htm

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Walmart Just Came Out With a MAJOR Warning 627 627 Walmart Just Came Out With a MAJOR Warning full 3b3f6aba-9f97-45da-bdc9-299b69925825 https://share.transistor.fm/s/ada65231 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #retail #walmart 
Walmart makes a major warning. Jobless claims spike. Oil (and gas) prices aren't just crashing, the whole WTI curve just get whacked. All three of those are different angles on the same thing. What's driving bids for bonds. The deflationary recession wasn't avoided, merely delayed. 

Eurodollar University's Money & Macro Analysis

CNBC: Walmart shares slide as retailer gives a cautious outlook about consumer spending
https://www.cnbc.com/2023/11/16/walmart-wmt-earnings-q3-2024-.html

Bloomberg: Walmart Sinks on Cautious Consumer Outlook, Late-October Dip
https://www.bloomberg.com/news/articles/2023-11-16/walmart-lifts-profit-outlook-stays-cautious-on-us-consumers

AAA US average retail gasoline price
https://gasprices.aaa.com/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #retail #walmart 
Walmart makes a major warning. Jobless claims spike. Oil (and gas) prices aren't just crashing, the whole WTI curve just get whacked. All three of those are different angles on the same thing. What's driving bids for bonds. The deflationary recession wasn't avoided, merely delayed. 

Eurodollar University's Money & Macro Analysis

CNBC: Walmart shares slide as retailer gives a cautious outlook about consumer spending
https://www.cnbc.com/2023/11/16/walmart-wmt-earnings-q3-2024-.html

Bloomberg: Walmart Sinks on Cautious Consumer Outlook, Late-October Dip
https://www.bloomberg.com/news/articles/2023-11-16/walmart-lifts-profit-outlook-stays-cautious-on-us-consumers

AAA US average retail gasoline price
https://gasprices.aaa.com/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Fri, 17 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1143 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #retail #walmart 
Walmart makes a major warning. Jobless claims spike. Oil (and gas) prices aren't just crashing, the whole WTI curve just get whacked. All three of those are different angles on the same thing. What's driving bids for bonds. The deflationary recession wasn't avoided, merely delayed. 

Eurodollar University's Money & Macro Analysis

CNBC: Walmart shares slide as retailer gives a cautious outlook about consumer spending
https://www.cnbc.com/2023/11/16/walmart-wmt-earnings-q3-2024-.html

Bloomberg: Walmart Sinks on Cautious Consumer Outlook, Late-October Dip
https://www.bloomberg.com/news/articles/2023-11-16/walmart-lifts-profit-outlook-stays-cautious-on-us-consumers

AAA US average retail gasoline price
https://gasprices.aaa.com/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It's STARTING, This Just Became Global 626 626 It's STARTING, This Just Became Global full 1a8e901c-84c1-409a-ad73-7d958f402019 https://share.transistor.fm/s/c37ee691 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #retail #china #europe 
Bond yields dropping again. Oil curve back in contango. Is the economy resilient? Worrisome data from around the world and right where it hurts - consumers. US. China. Europe. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China’s Mixed Economic Data Adds to Case for More Stimulus
https://www.bloomberg.com/news/articles/2023-11-15/china-s-economic-activity-mixed-as-beijing-steps-up-support

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #retail #china #europe 
Bond yields dropping again. Oil curve back in contango. Is the economy resilient? Worrisome data from around the world and right where it hurts - consumers. US. China. Europe. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China’s Mixed Economic Data Adds to Case for More Stimulus
https://www.bloomberg.com/news/articles/2023-11-15/china-s-economic-activity-mixed-as-beijing-steps-up-support

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Wed, 15 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1069 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #consumer #retail #china #europe 
Bond yields dropping again. Oil curve back in contango. Is the economy resilient? Worrisome data from around the world and right where it hurts - consumers. US. China. Europe. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China’s Mixed Economic Data Adds to Case for More Stimulus
https://www.bloomberg.com/news/articles/2023-11-15/china-s-economic-activity-mixed-as-beijing-steps-up-support

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You Won't Believe How Bonds Reacted to the CPI (What This Means) 625 625 You Won't Believe How Bonds Reacted to the CPI (What This Means) full c36129e7-87c3-417e-bdff-f53f61ebac86 https://share.transistor.fm/s/418cf52d #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #credit #interestrates #cpi 
Massive buying in global bonds sparked by the US CPI. The consumer price estimates weren't shocking or even much of a surprise, instead they confirmed a lot about economic risks as well as what has been happening in bonds of late. The selloff isn't just over; it was never what everyone said it was. 

Eurodollar University's Money & Macro Analysis

Bloomberg: The Rapid Bond Rally Is Looking Fragile
https://www.bloomberg.com/news/articles/2023-11-10/rapid-bond-rally-is-looking-fragile-as-fed-supply-expose-cracks

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #credit #interestrates #cpi 
Massive buying in global bonds sparked by the US CPI. The consumer price estimates weren't shocking or even much of a surprise, instead they confirmed a lot about economic risks as well as what has been happening in bonds of late. The selloff isn't just over; it was never what everyone said it was. 

Eurodollar University's Money & Macro Analysis

Bloomberg: The Rapid Bond Rally Is Looking Fragile
https://www.bloomberg.com/news/articles/2023-11-10/rapid-bond-rally-is-looking-fragile-as-fed-supply-expose-cracks

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Wed, 15 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1140 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #credit #interestrates #cpi 
Massive buying in global bonds sparked by the US CPI. The consumer price estimates weren't shocking or even much of a surprise, instead they confirmed a lot about economic risks as well as what has been happening in bonds of late. The selloff isn't just over; it was never what everyone said it was. 

Eurodollar University's Money & Macro Analysis

Bloomberg: The Rapid Bond Rally Is Looking Fragile
https://www.bloomberg.com/news/articles/2023-11-10/rapid-bond-rally-is-looking-fragile-as-fed-supply-expose-cracks

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It's STARTING! The Fed Just Went To War With Bonds 624 624 It's STARTING! The Fed Just Went To War With Bonds full ed9b40cb-4843-4a58-9a6e-2f43c159911b https://share.transistor.fm/s/1b23b1a1 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #credit #interestrates 
They were all lovey-dovish last month in pausing rate hikes, then last week suddenly they're all hawks again. What changed? It wasn't the economy nor the economic data derived from it. The Fed's entire worldview is exposed when markets diverge from policymakers' preferred path. From rate hikes to the Phillips Curve, there is no basis for what central bankers do...accept to manipulate public opinion.

Eurodollar University's Money & Macro Analysis

Chair Jerome H. Powell At "Monetary Policy Challenges in a Global Economy," a policy panel at the 24th Jacques Polak Annual Research Conference, hosted by the International Monetary Fund, Washington, D.C.
https://www.federalreserve.gov/newsevents/speech/powell20231109a.htm

NBER: IT’S BAAACK: THE SURGE IN INFLATION IN THE 2020S AND THE RETURN
OF THE NON-LINEAR PHILLIPS CURVE
https://www.nber.org/system/files/working_papers/w31197/w31197.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #credit #interestrates 
They were all lovey-dovish last month in pausing rate hikes, then last week suddenly they're all hawks again. What changed? It wasn't the economy nor the economic data derived from it. The Fed's entire worldview is exposed when markets diverge from policymakers' preferred path. From rate hikes to the Phillips Curve, there is no basis for what central bankers do...accept to manipulate public opinion.

Eurodollar University's Money & Macro Analysis

Chair Jerome H. Powell At "Monetary Policy Challenges in a Global Economy," a policy panel at the 24th Jacques Polak Annual Research Conference, hosted by the International Monetary Fund, Washington, D.C.
https://www.federalreserve.gov/newsevents/speech/powell20231109a.htm

NBER: IT’S BAAACK: THE SURGE IN INFLATION IN THE 2020S AND THE RETURN
OF THE NON-LINEAR PHILLIPS CURVE
https://www.nber.org/system/files/working_papers/w31197/w31197.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Tue, 14 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1095 #recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy #credit #interestrates 
They were all lovey-dovish last month in pausing rate hikes, then last week suddenly they're all hawks again. What changed? It wasn't the economy nor the economic data derived from it. The Fed's entire worldview is exposed when markets diverge from policymakers' preferred path. From rate hikes to the Phillips Curve, there is no basis for what central bankers do...accept to manipulate public opinion.

Eurodollar University's Money & Macro Analysis

Chair Jerome H. Powell At "Monetary Policy Challenges in a Global Economy," a policy panel at the 24th Jacques Polak Annual Research Conference, hosted by the International Monetary Fund, Washington, D.C.
https://www.federalreserve.gov/newsevents/speech/powell20231109a.htm

NBER: IT’S BAAACK: THE SURGE IN INFLATION IN THE 2020S AND THE RETURN
OF THE NON-LINEAR PHILLIPS CURVE
https://www.nber.org/system/files/working_papers/w31197/w31197.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No “One Of The Worst Bear Markets In History Already Happened” Michael Green 623 623 “One Of The Worst Bear Markets In History Already Happened” Michael Green full 06d5b220-2dc0-4109-8f82-5ebb37862685 https://share.transistor.fm/s/448b3e2e #stocks #interestrates #dollar #money #stockcrash 
The full video with Mike Green is available to Eurodollar University members and DDA subscribers. To see what memberships and research subscriptions offer, go here: 
https://www.eurodollar.university/memberssubscriptions

Eurodollar University's guess conversations featuring Mike Green
Twitter: https://twitter.com/profplum99

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #stocks #interestrates #dollar #money #stockcrash 
The full video with Mike Green is available to Eurodollar University members and DDA subscribers. To see what memberships and research subscriptions offer, go here: 
https://www.eurodollar.university/memberssubscriptions

Eurodollar University's guess conversations featuring Mike Green
Twitter: https://twitter.com/profplum99

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Mon, 13 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1712 #stocks #interestrates #dollar #money #stockcrash 
The full video with Mike Green is available to Eurodollar University members and DDA subscribers. To see what memberships and research subscriptions offer, go here: 
https://www.eurodollar.university/memberssubscriptions

Eurodollar University's guess conversations featuring Mike Green
Twitter: https://twitter.com/profplum99

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T! China's Banking System Just... 622 622 HOLY SH*T! China's Banking System Just... full 5130d618-73b6-441a-9f0c-93658ba57411 https://share.transistor.fm/s/5cf17dcc #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #liquidity #china #banks 
China's repo market nearly freezes up at the end of October and now this. Even the biggest institutions are taking unprecedented steps. On top of well-documented real estate woes, the most recent economic stats on the Chinese economy indicate right back into deflation. With that third failed reopening and only ongoing trouble for non-bank financial firms, the liquidity situation inside China is getting hot.

Eurodollar University's Money & Macro Analysis

Bloomberg: China Banks Rush to Raise Funds After Cash Crunch Spooks Market
https://www.bloomberg.com/news/articles/2023-11-09/china-banks-rush-to-raise-funds-after-cash-crunch-spooks-market

Bloomberg: PBOC Drains Liquidity in Signal It Sees Rate Surge as Temporary
https://www.bloomberg.com/news/articles/2023-11-01/china-s-central-bank-drains-liquidity-after-overnight-rate-surge

Bloomberg: PBOC Seen Adding Liquidity After China Money Market Rates Surge
https://www.bloomberg.com/news/articles/2023-10-31/pboc-aims-to-add-liquidity-after-surge-in-money-market-rates

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #liquidity #china #banks 
China's repo market nearly freezes up at the end of October and now this. Even the biggest institutions are taking unprecedented steps. On top of well-documented real estate woes, the most recent economic stats on the Chinese economy indicate right back into deflation. With that third failed reopening and only ongoing trouble for non-bank financial firms, the liquidity situation inside China is getting hot.

Eurodollar University's Money & Macro Analysis

Bloomberg: China Banks Rush to Raise Funds After Cash Crunch Spooks Market
https://www.bloomberg.com/news/articles/2023-11-09/china-banks-rush-to-raise-funds-after-cash-crunch-spooks-market

Bloomberg: PBOC Drains Liquidity in Signal It Sees Rate Surge as Temporary
https://www.bloomberg.com/news/articles/2023-11-01/china-s-central-bank-drains-liquidity-after-overnight-rate-surge

Bloomberg: PBOC Seen Adding Liquidity After China Money Market Rates Surge
https://www.bloomberg.com/news/articles/2023-10-31/pboc-aims-to-add-liquidity-after-surge-in-money-market-rates

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Sun, 12 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1151 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #liquidity #china #banks 
China's repo market nearly freezes up at the end of October and now this. Even the biggest institutions are taking unprecedented steps. On top of well-documented real estate woes, the most recent economic stats on the Chinese economy indicate right back into deflation. With that third failed reopening and only ongoing trouble for non-bank financial firms, the liquidity situation inside China is getting hot.

Eurodollar University's Money & Macro Analysis

Bloomberg: China Banks Rush to Raise Funds After Cash Crunch Spooks Market
https://www.bloomberg.com/news/articles/2023-11-09/china-banks-rush-to-raise-funds-after-cash-crunch-spooks-market

Bloomberg: PBOC Drains Liquidity in Signal It Sees Rate Surge as Temporary
https://www.bloomberg.com/news/articles/2023-11-01/china-s-central-bank-drains-liquidity-after-overnight-rate-surge

Bloomberg: PBOC Seen Adding Liquidity After China Money Market Rates Surge
https://www.bloomberg.com/news/articles/2023-10-31/pboc-aims-to-add-liquidity-after-surge-in-money-market-rates

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Why Is The Fed LYING About This 621 621 Why Is The Fed LYING About This full 2ac04b1c-fa58-4bc6-8b55-f31d14235a8a https://share.transistor.fm/s/6f8eb211 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #liquidity 
Are interest rates going back up, or not? According to many Economists and central bankers (same thing), they believe so because a key metric they use has turned positive after years of being negative. Technically true, while it may be math it is hardly science. Their number is pure voodoo. 

Eurodollar University's Money & Macro Analysis

FRBNY: Treasury Term Premia
https://www.newyorkfed.org/research/data_indicators/term-premia-tabs#/overview

Bloomberg: ‘Dark Matter’ Bond Metric Mesmerizes Wall Street and Washington
https://www.bloomberg.com/news/articles/2023-11-09/-dark-matter-bond-metric-mesmerizes-wall-street-and-washington

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #liquidity 
Are interest rates going back up, or not? According to many Economists and central bankers (same thing), they believe so because a key metric they use has turned positive after years of being negative. Technically true, while it may be math it is hardly science. Their number is pure voodoo. 

Eurodollar University's Money & Macro Analysis

FRBNY: Treasury Term Premia
https://www.newyorkfed.org/research/data_indicators/term-premia-tabs#/overview

Bloomberg: ‘Dark Matter’ Bond Metric Mesmerizes Wall Street and Washington
https://www.bloomberg.com/news/articles/2023-11-09/-dark-matter-bond-metric-mesmerizes-wall-street-and-washington

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Fri, 10 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1145 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #liquidity 
Are interest rates going back up, or not? According to many Economists and central bankers (same thing), they believe so because a key metric they use has turned positive after years of being negative. Technically true, while it may be math it is hardly science. Their number is pure voodoo. 

Eurodollar University's Money & Macro Analysis

FRBNY: Treasury Term Premia
https://www.newyorkfed.org/research/data_indicators/term-premia-tabs#/overview

Bloomberg: ‘Dark Matter’ Bond Metric Mesmerizes Wall Street and Washington
https://www.bloomberg.com/news/articles/2023-11-09/-dark-matter-bond-metric-mesmerizes-wall-street-and-washington

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: A Global Recession Is Starting 620 620 BREAKING: A Global Recession Is Starting full 1dc1c3a6-be75-4f4e-97a2-9675369df4cf https://share.transistor.fm/s/08fa8e35 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #liquidity  #oil #gasoline #europe #germany #crash
Oil market selloff is picking up taking gasoline prices along for the ride. The recession noises are getting louder and louder reminding us again there are no soft landings. It was pure coincidence, yet appropriate anyway Fed Chair Jay Powell addressed some his staff statisticians and cautioned them how often they are surprised by outcomes in the real economy. They should all consult their German counterparts given the alarming data coming out of that place and how much that helps explain oil and everything else. 

Eurodollar University's Money & Macro Analysis

Chair Jerome H. Powell Remarks November 8, 2023
https://www.federalreserve.gov/newsevents/speech/powell20231108a.htm

Bloomberg: Scholz Tells Global Elite in Davos That German Economy Is Back
https://www.bloomberg.com/news/articles/2023-01-18/scholz-tells-global-elite-in-davos-that-german-economy-is-back

Bloomberg: Scholz’s Advisers Slash Forecast for German Growth Next Year
https://www.bloomberg.com/news/articles/2023-11-08/scholz-s-advisers-slash-forecast-for-german-growth-next-year

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #liquidity  #oil #gasoline #europe #germany #crash
Oil market selloff is picking up taking gasoline prices along for the ride. The recession noises are getting louder and louder reminding us again there are no soft landings. It was pure coincidence, yet appropriate anyway Fed Chair Jay Powell addressed some his staff statisticians and cautioned them how often they are surprised by outcomes in the real economy. They should all consult their German counterparts given the alarming data coming out of that place and how much that helps explain oil and everything else. 

Eurodollar University's Money & Macro Analysis

Chair Jerome H. Powell Remarks November 8, 2023
https://www.federalreserve.gov/newsevents/speech/powell20231108a.htm

Bloomberg: Scholz Tells Global Elite in Davos That German Economy Is Back
https://www.bloomberg.com/news/articles/2023-01-18/scholz-tells-global-elite-in-davos-that-german-economy-is-back

Bloomberg: Scholz’s Advisers Slash Forecast for German Growth Next Year
https://www.bloomberg.com/news/articles/2023-11-08/scholz-s-advisers-slash-forecast-for-german-growth-next-year

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Thu, 09 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1161 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #liquidity  #oil #gasoline #europe #germany #crash
Oil market selloff is picking up taking gasoline prices along for the ride. The recession noises are getting louder and louder reminding us again there are no soft landings. It was pure coincidence, yet appropriate anyway Fed Chair Jay Powell addressed some his staff statisticians and cautioned them how often they are surprised by outcomes in the real economy. They should all consult their German counterparts given the alarming data coming out of that place and how much that helps explain oil and everything else. 

Eurodollar University's Money & Macro Analysis

Chair Jerome H. Powell Remarks November 8, 2023
https://www.federalreserve.gov/newsevents/speech/powell20231108a.htm

Bloomberg: Scholz Tells Global Elite in Davos That German Economy Is Back
https://www.bloomberg.com/news/articles/2023-01-18/scholz-tells-global-elite-in-davos-that-german-economy-is-back

Bloomberg: Scholz’s Advisers Slash Forecast for German Growth Next Year
https://www.bloomberg.com/news/articles/2023-11-08/scholz-s-advisers-slash-forecast-for-german-growth-next-year

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Confirms Everything 619 619 This Confirms Everything full c1fc5c0c-f5f9-4c11-be92-9987780ea545 https://share.transistor.fm/s/e62ed4a8 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #liquidity  #oil #gasoline 
Oil and gasoline prices are falling fast. While that sounds like a good thing, it is anything but. The energy market is coming to grips with the renewed downturn and recession. Big moves for the WTI curve and global bonds. It's not September any longer. 

Eurodollar University's Money & Macro Analysis

AAA US average retail gasoline prices
https://gasprices.aaa.com/

Bloomberg: Saudi, Russia Stick to Planned Oil Cuts Amid Mideast Tension
https://www.bloomberg.com/news/articles/2023-11-05/saudi-arabia-sticks-with-plan-for-oil-cuts-amid-mideast-tension

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #liquidity  #oil #gasoline 
Oil and gasoline prices are falling fast. While that sounds like a good thing, it is anything but. The energy market is coming to grips with the renewed downturn and recession. Big moves for the WTI curve and global bonds. It's not September any longer. 

Eurodollar University's Money & Macro Analysis

AAA US average retail gasoline prices
https://gasprices.aaa.com/

Bloomberg: Saudi, Russia Stick to Planned Oil Cuts Amid Mideast Tension
https://www.bloomberg.com/news/articles/2023-11-05/saudi-arabia-sticks-with-plan-for-oil-cuts-amid-mideast-tension

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Wed, 08 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1085 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #liquidity  #oil #gasoline 
Oil and gasoline prices are falling fast. While that sounds like a good thing, it is anything but. The energy market is coming to grips with the renewed downturn and recession. Big moves for the WTI curve and global bonds. It's not September any longer. 

Eurodollar University's Money & Macro Analysis

AAA US average retail gasoline prices
https://gasprices.aaa.com/

Bloomberg: Saudi, Russia Stick to Planned Oil Cuts Amid Mideast Tension
https://www.bloomberg.com/news/articles/2023-11-05/saudi-arabia-sticks-with-plan-for-oil-cuts-amid-mideast-tension

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Hedge Funds Have Made Billions From This (This Could Get Ugly) 618 618 Hedge Funds Have Made Billions From This (This Could Get Ugly) full 1d77a76a-9fb4-4b05-90c2-b8e90de1cac2 https://share.transistor.fm/s/4b7e0ba3 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #liquidity 
Regulators are almost feuding with hedge fund "speculators" over something called a basis trade. The former alleges it is a huge systemic risk, and they are right though for the wrong reasons. In the latter group, supporters point out funds have become necessary balance sheet warehouses for Treasuries because of a key gap. Here we'll examine what that gap really is and why it actually matters to find out who is right (spoiler: both). 

Eurodollar University's Money & Macro Analysis

Bloomberg: Griffin Says Scrutiny of SEC Basis Trade ‘Utterly Beyond Me’
https://www.bloomberg.com/news/articles/2023-10-25/ken-griffin-says-sec-scrutiny-of-basis-trade-utterly-beyond-me

OFR WP 2021-01: Hedge Funds and the Treasury Cash-Futures
Disconnect
https://www.financialresearch.gov/working-papers/files/OFRwp-21-01-hedge-funds-and-the-treasury-cash-futures-disconnect.pdf


Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #liquidity 
Regulators are almost feuding with hedge fund "speculators" over something called a basis trade. The former alleges it is a huge systemic risk, and they are right though for the wrong reasons. In the latter group, supporters point out funds have become necessary balance sheet warehouses for Treasuries because of a key gap. Here we'll examine what that gap really is and why it actually matters to find out who is right (spoiler: both). 

Eurodollar University's Money & Macro Analysis

Bloomberg: Griffin Says Scrutiny of SEC Basis Trade ‘Utterly Beyond Me’
https://www.bloomberg.com/news/articles/2023-10-25/ken-griffin-says-sec-scrutiny-of-basis-trade-utterly-beyond-me

OFR WP 2021-01: Hedge Funds and the Treasury Cash-Futures
Disconnect
https://www.financialresearch.gov/working-papers/files/OFRwp-21-01-hedge-funds-and-the-treasury-cash-futures-disconnect.pdf


Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Tue, 07 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1148 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #liquidity 
Regulators are almost feuding with hedge fund "speculators" over something called a basis trade. The former alleges it is a huge systemic risk, and they are right though for the wrong reasons. In the latter group, supporters point out funds have become necessary balance sheet warehouses for Treasuries because of a key gap. Here we'll examine what that gap really is and why it actually matters to find out who is right (spoiler: both). 

Eurodollar University's Money & Macro Analysis

Bloomberg: Griffin Says Scrutiny of SEC Basis Trade ‘Utterly Beyond Me’
https://www.bloomberg.com/news/articles/2023-10-25/ken-griffin-says-sec-scrutiny-of-basis-trade-utterly-beyond-me

OFR WP 2021-01: Hedge Funds and the Treasury Cash-Futures
Disconnect
https://www.financialresearch.gov/working-papers/files/OFRwp-21-01-hedge-funds-and-the-treasury-cash-futures-disconnect.pdf


Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Everyone Gets This Wrong About Interest Rates And The Stock Market 617 617 Everyone Gets This Wrong About Interest Rates And The Stock Market full 004e7713-c2cd-4008-a6ce-555d16844da7 https://share.transistor.fm/s/c7c90204 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #fed #federalreserve 
Blackrock official says stocks are in a really good place, not too Fed hot, not too economy cold. Total Goldilocks. Equity investors, however, tend to fall into these cyclical traps. It will just be weak enough to back of Jay Powell, but not too weak as to cause major damage. And if the landing does get too hard, that the Fed can always cut rates to save the day. 

A word of caution: the landings are always hard and the Fed never saves the day.

Eurodollar University's weekly conversation w/Steve Van Metre

Bloomberg: Surveillance: Wall Street Enjoys a YOLO Moment After Goldilocks Jobs Report
https://www.bloomberg.com/news/newsletters/2023-11-03/wall-street-traders-savor-yolo-moment-after-goldilocks-jobs-report

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #fed #federalreserve 
Blackrock official says stocks are in a really good place, not too Fed hot, not too economy cold. Total Goldilocks. Equity investors, however, tend to fall into these cyclical traps. It will just be weak enough to back of Jay Powell, but not too weak as to cause major damage. And if the landing does get too hard, that the Fed can always cut rates to save the day. 

A word of caution: the landings are always hard and the Fed never saves the day.

Eurodollar University's weekly conversation w/Steve Van Metre

Bloomberg: Surveillance: Wall Street Enjoys a YOLO Moment After Goldilocks Jobs Report
https://www.bloomberg.com/news/newsletters/2023-11-03/wall-street-traders-savor-yolo-moment-after-goldilocks-jobs-report

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Mon, 06 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1096 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #fed #federalreserve 
Blackrock official says stocks are in a really good place, not too Fed hot, not too economy cold. Total Goldilocks. Equity investors, however, tend to fall into these cyclical traps. It will just be weak enough to back of Jay Powell, but not too weak as to cause major damage. And if the landing does get too hard, that the Fed can always cut rates to save the day. 

A word of caution: the landings are always hard and the Fed never saves the day.

Eurodollar University's weekly conversation w/Steve Van Metre

Bloomberg: Surveillance: Wall Street Enjoys a YOLO Moment After Goldilocks Jobs Report
https://www.bloomberg.com/news/newsletters/2023-11-03/wall-street-traders-savor-yolo-moment-after-goldilocks-jobs-report

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It's Official: The Recession Just Started 616 616 It's Official: The Recession Just Started full 393d091c-3e5a-45b3-89cb-401800797f27 https://share.transistor.fm/s/5b980454 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #fed #federalreserve 
The last thing standing in the way of full-blown recession in the US was the jobs market. Was. October payroll report confirms the recent renewed downturn after the disinflation rebound ended is exactly what we've feared all along. A break down of the data and market reaction. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #fed #federalreserve 
The last thing standing in the way of full-blown recession in the US was the jobs market. Was. October payroll report confirms the recent renewed downturn after the disinflation rebound ended is exactly what we've feared all along. A break down of the data and market reaction. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Sun, 05 Nov 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1047 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #fed #federalreserve 
The last thing standing in the way of full-blown recession in the US was the jobs market. Was. October payroll report confirms the recent renewed downturn after the disinflation rebound ended is exactly what we've feared all along. A break down of the data and market reaction. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Is The Yield Curve About to Un-invert? What Would That Mean? 615 615 Is The Yield Curve About to Un-invert? What Would That Mean? full c0a40939-a24f-45a9-bbfc-d33f747f389b https://share.transistor.fm/s/5e6fdf91 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #europe #fed #federalreserve
The Fed indicated it may be done with rate hikes, but that's only the place to start. Is the yield curve about to come un-inverted? If so, what would that mean? The answers all depend on which direction it goes. Unfortunately for most people, they have no idea what either one means. Central banks have everyone thinking things backward. So, let's decode some curve scenarios and make real sense of them. 

Eurodollar University's Money & Macro Analysis

Transcript of Chair Powell’s Press Conference Opening Statement
November 1, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20231101.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #europe #fed #federalreserve
The Fed indicated it may be done with rate hikes, but that's only the place to start. Is the yield curve about to come un-inverted? If so, what would that mean? The answers all depend on which direction it goes. Unfortunately for most people, they have no idea what either one means. Central banks have everyone thinking things backward. So, let's decode some curve scenarios and make real sense of them. 

Eurodollar University's Money & Macro Analysis

Transcript of Chair Powell’s Press Conference Opening Statement
November 1, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20231101.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Fri, 03 Nov 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1161 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #europe #fed #federalreserve
The Fed indicated it may be done with rate hikes, but that's only the place to start. Is the yield curve about to come un-inverted? If so, what would that mean? The answers all depend on which direction it goes. Unfortunately for most people, they have no idea what either one means. Central banks have everyone thinking things backward. So, let's decode some curve scenarios and make real sense of them. 

Eurodollar University's Money & Macro Analysis

Transcript of Chair Powell’s Press Conference Opening Statement
November 1, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20231101.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Druckenmiller Sounds URGENT Warning To ALL Investors 614 614 Druckenmiller Sounds URGENT Warning To ALL Investors full 48916b9c-8214-42de-a2e3-de0091f2648f https://share.transistor.fm/s/47cdb0ce #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #europe #fed #federalreserve #ecb 
Hedge fund manager Stan Druckenmiller has gotten cold feet on the economy and the financial system, taking a huge leveraged position right at the spot on the curve we've been highlighting for months. The primary reason why is being made perfectly clear as globally synchronized data spotlight a global economy falling apart. Perhaps rapidly. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Druckenmiller Says He Has ‘Massive’ Bullish Bets on 2-Year Notes
https://www.bloomberg.com/news/articles/2023-10-31/druckenmiller-says-he-has-massive-bullish-bets-on-2-year-notes

ISM Manufacturing PMI October 2023
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/october/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #europe #fed #federalreserve #ecb 
Hedge fund manager Stan Druckenmiller has gotten cold feet on the economy and the financial system, taking a huge leveraged position right at the spot on the curve we've been highlighting for months. The primary reason why is being made perfectly clear as globally synchronized data spotlight a global economy falling apart. Perhaps rapidly. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Druckenmiller Says He Has ‘Massive’ Bullish Bets on 2-Year Notes
https://www.bloomberg.com/news/articles/2023-10-31/druckenmiller-says-he-has-massive-bullish-bets-on-2-year-notes

ISM Manufacturing PMI October 2023
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/october/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Thu, 02 Nov 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1121 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #europe #fed #federalreserve #ecb 
Hedge fund manager Stan Druckenmiller has gotten cold feet on the economy and the financial system, taking a huge leveraged position right at the spot on the curve we've been highlighting for months. The primary reason why is being made perfectly clear as globally synchronized data spotlight a global economy falling apart. Perhaps rapidly. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Druckenmiller Says He Has ‘Massive’ Bullish Bets on 2-Year Notes
https://www.bloomberg.com/news/articles/2023-10-31/druckenmiller-says-he-has-massive-bullish-bets-on-2-year-notes

ISM Manufacturing PMI October 2023
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/october/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oh SH*T! This is getting REALLY Serious 612 612 Oh SH*T! This is getting REALLY Serious full 6f0ddd68-a07b-46a6-a61b-e8823ecbf6c3 https://share.transistor.fm/s/8171cb5c #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #china #yuan #purge 
There appears to be an honest-to-goodness (not good) purge underway across China's top leadership. This political instability appears to be driven by disagreement over the direction of the Chinese economy, currency and property sector and what to do - if anything - about it. Despite recent Western headlines blaring "China has turned a corner" the data, and the intrigue, shows conclusively it hasn't. The fallout will be felt worldwide - more than it already has. 

Eurodollar University's Money & Macro Analysis

CNN: China removes Defense Minister Li Shangfu after two-month disappearance
https://www.cnn.com/2023/10/24/china/china-names-new-defense-minister-intl-hnk/index.html

Reuters: China's Xi makes first known visit to central bank -sources
https://www.reuters.com/world/china/chinas-xi-makes-first-known-visit-central-bank-sources-2023-10-24/

Bloomberg: Country Garden’s Missed Bond Payment Triggers CDS Payout
https://www.bloomberg.com/news/articles/2023-10-26/country-garden-s-missed-bond-payment-triggers-cds-payout

SCMP: China’s economy ‘turned a corner’: 7 takeaways from third-quarter GDP, September data
https://www.scmp.com/economy/economic-indicators/article/3238369/chinas-economy-turned-corner-7-takeaways-third-quarter-gdp-september-data

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #china #yuan #purge 
There appears to be an honest-to-goodness (not good) purge underway across China's top leadership. This political instability appears to be driven by disagreement over the direction of the Chinese economy, currency and property sector and what to do - if anything - about it. Despite recent Western headlines blaring "China has turned a corner" the data, and the intrigue, shows conclusively it hasn't. The fallout will be felt worldwide - more than it already has. 

Eurodollar University's Money & Macro Analysis

CNN: China removes Defense Minister Li Shangfu after two-month disappearance
https://www.cnn.com/2023/10/24/china/china-names-new-defense-minister-intl-hnk/index.html

Reuters: China's Xi makes first known visit to central bank -sources
https://www.reuters.com/world/china/chinas-xi-makes-first-known-visit-central-bank-sources-2023-10-24/

Bloomberg: Country Garden’s Missed Bond Payment Triggers CDS Payout
https://www.bloomberg.com/news/articles/2023-10-26/country-garden-s-missed-bond-payment-triggers-cds-payout

SCMP: China’s economy ‘turned a corner’: 7 takeaways from third-quarter GDP, September data
https://www.scmp.com/economy/economic-indicators/article/3238369/chinas-economy-turned-corner-7-takeaways-third-quarter-gdp-september-data

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Wed, 01 Nov 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1226 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #china #yuan #purge 
There appears to be an honest-to-goodness (not good) purge underway across China's top leadership. This political instability appears to be driven by disagreement over the direction of the Chinese economy, currency and property sector and what to do - if anything - about it. Despite recent Western headlines blaring "China has turned a corner" the data, and the intrigue, shows conclusively it hasn't. The fallout will be felt worldwide - more than it already has. 

Eurodollar University's Money & Macro Analysis

CNN: China removes Defense Minister Li Shangfu after two-month disappearance
https://www.cnn.com/2023/10/24/china/china-names-new-defense-minister-intl-hnk/index.html

Reuters: China's Xi makes first known visit to central bank -sources
https://www.reuters.com/world/china/chinas-xi-makes-first-known-visit-central-bank-sources-2023-10-24/

Bloomberg: Country Garden’s Missed Bond Payment Triggers CDS Payout
https://www.bloomberg.com/news/articles/2023-10-26/country-garden-s-missed-bond-payment-triggers-cds-payout

SCMP: China’s economy ‘turned a corner’: 7 takeaways from third-quarter GDP, September data
https://www.scmp.com/economy/economic-indicators/article/3238369/chinas-economy-turned-corner-7-takeaways-third-quarter-gdp-september-data

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No How The Dollar Will Actually Get Dethroned (Brent Johnson) 613 613 How The Dollar Will Actually Get Dethroned (Brent Johnson) full b854a858-fd3b-43de-b5d5-0e5737ac5b47 https://share.transistor.fm/s/8d91f2fb To watch the full video, check it out at https://www.eurodollar.university

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#dollar #interestrates #money #credit #inflation #whatismoney #brics #bitcoin #eurodollar

]]> To watch the full video, check it out at https://www.eurodollar.university

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#dollar #interestrates #money #credit #inflation #whatismoney #brics #bitcoin #eurodollar

]]> Wed, 01 Nov 2023 00:01:38 -0400 Jeff Snider Jeff Snider 1495 To watch the full video, check it out at https://www.eurodollar.university

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

#dollar #interestrates #money #credit #inflation #whatismoney #brics #bitcoin #eurodollar

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No IT'S STARTING: This Could Have HUGE Global Implications 611 611 IT'S STARTING: This Could Have HUGE Global Implications full 318c52b3-ed5f-437f-8808-742f47edb493 https://share.transistor.fm/s/6360955b #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #jobs #europe #germany #yieldcurve 
Is the bond selloff finally over? How would we tell? One way is to look at European specifically German rates and rate behavior. Over the last half decade, bunds et al have led US Treasuries including the similar cases in 2018 not to mention last year. Not only are cash market yields trending that way, forward European money rates are more strongly inverted this month, too. The reason why is equally clear, coming straight from statements by top ECB officials. 

Eurodollar University's Money & Macro Analysis

Christine Lagarde, President of the ECB: Press Conference 10/26/2023
https://www.ecb.europa.eu/press/pressconf/2023/html/ecb.is231026~c23b4eb5f0.en.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #jobs #europe #germany #yieldcurve 
Is the bond selloff finally over? How would we tell? One way is to look at European specifically German rates and rate behavior. Over the last half decade, bunds et al have led US Treasuries including the similar cases in 2018 not to mention last year. Not only are cash market yields trending that way, forward European money rates are more strongly inverted this month, too. The reason why is equally clear, coming straight from statements by top ECB officials. 

Eurodollar University's Money & Macro Analysis

Christine Lagarde, President of the ECB: Press Conference 10/26/2023
https://www.ecb.europa.eu/press/pressconf/2023/html/ecb.is231026~c23b4eb5f0.en.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Tue, 31 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1078 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #jobs #europe #germany #yieldcurve 
Is the bond selloff finally over? How would we tell? One way is to look at European specifically German rates and rate behavior. Over the last half decade, bunds et al have led US Treasuries including the similar cases in 2018 not to mention last year. Not only are cash market yields trending that way, forward European money rates are more strongly inverted this month, too. The reason why is equally clear, coming straight from statements by top ECB officials. 

Eurodollar University's Money & Macro Analysis

Christine Lagarde, President of the ECB: Press Conference 10/26/2023
https://www.ecb.europa.eu/press/pressconf/2023/html/ecb.is231026~c23b4eb5f0.en.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oh… So THIS Is What They Kept Hidden From Us 610 610 Oh… So THIS Is What They Kept Hidden From Us full 0dfe5193-5073-4b6d-800b-4fd8cfcffbc2 https://share.transistor.fm/s/1933775c Consumer price numbers have come back during the summer. Since US GDP was up big in Q3, quite a few seem concerned this could mark the beginning of a second "inflationary" phase. But underneath the oil surge there is overwhelming evidence disinflation remains firmly entrenched. A little too firmly, according to the markets.

Eurodollar University's weekly conversation w/Steve Van Metre

]]> Consumer price numbers have come back during the summer. Since US GDP was up big in Q3, quite a few seem concerned this could mark the beginning of a second "inflationary" phase. But underneath the oil surge there is overwhelming evidence disinflation remains firmly entrenched. A little too firmly, according to the markets.

Eurodollar University's weekly conversation w/Steve Van Metre

]]> Mon, 30 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1114 Consumer price numbers have come back during the summer. Since US GDP was up big in Q3, quite a few seem concerned this could mark the beginning of a second "inflationary" phase. But underneath the oil surge there is overwhelming evidence disinflation remains firmly entrenched. A little too firmly, according to the markets.

Eurodollar University's weekly conversation w/Steve Van Metre

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Holy Sh*t! New Data Reveals Everything 609 609 Holy Sh*t! New Data Reveals Everything full ebe77aa2-553e-4e17-ac86-0e7b07f915bc https://share.transistor.fm/s/d48d390e #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo #yieldcurve #income #jobs 
The 2-year US Treasury continues to press a fundamental case for the US economy that looks nothing like the last GDP number. Despite an official narrative for a strong labor market, the evidence instead shows serious and growing weakness where it counts the most - incomes. That major deficiency has been masked by the remnants of the supply shock. Now the leftover economy from that era is on a collision course with incomes. 

Eurodollar University's Money & Macro Analysis

FOMC Minutes September 19-20, 2023
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20230920.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo #yieldcurve #income #jobs 
The 2-year US Treasury continues to press a fundamental case for the US economy that looks nothing like the last GDP number. Despite an official narrative for a strong labor market, the evidence instead shows serious and growing weakness where it counts the most - incomes. That major deficiency has been masked by the remnants of the supply shock. Now the leftover economy from that era is on a collision course with incomes. 

Eurodollar University's Money & Macro Analysis

FOMC Minutes September 19-20, 2023
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20230920.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Sun, 29 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1104 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo #yieldcurve #income #jobs 
The 2-year US Treasury continues to press a fundamental case for the US economy that looks nothing like the last GDP number. Despite an official narrative for a strong labor market, the evidence instead shows serious and growing weakness where it counts the most - incomes. That major deficiency has been masked by the remnants of the supply shock. Now the leftover economy from that era is on a collision course with incomes. 

Eurodollar University's Money & Macro Analysis

FOMC Minutes September 19-20, 2023
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20230920.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We Need To Discuss The New GDP Data IMMEDIATELY 608 608 We Need To Discuss The New GDP Data IMMEDIATELY full 0dbd5267-c670-4a32-a96b-1f9871df96f3 https://share.transistor.fm/s/2e6a851d #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo #yieldcurve 
US GDP surged in Q3 as the economy experiences the absolute peak of the disinflation rebound. You'd think that rates would be skyrocketing as would something like oil, both reading the big figures as confirming the need for higher rates due to unbreakable American demand. But, nope, markets basically ignored the data...for good and increasingly clear reasons. A last summer hurrah before the fall. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo #yieldcurve 
US GDP surged in Q3 as the economy experiences the absolute peak of the disinflation rebound. You'd think that rates would be skyrocketing as would something like oil, both reading the big figures as confirming the need for higher rates due to unbreakable American demand. But, nope, markets basically ignored the data...for good and increasingly clear reasons. A last summer hurrah before the fall. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Fri, 27 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1084 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo #yieldcurve 
US GDP surged in Q3 as the economy experiences the absolute peak of the disinflation rebound. You'd think that rates would be skyrocketing as would something like oil, both reading the big figures as confirming the need for higher rates due to unbreakable American demand. But, nope, markets basically ignored the data...for good and increasingly clear reasons. A last summer hurrah before the fall. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Secret $15 Trillion Asset Shaping The Global 607 607 The Secret $15 Trillion Asset Shaping The Global full 7fc4c05c-66fd-4320-9348-72e958efda89 https://share.transistor.fm/s/60a24bd8 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo #yieldcurve 
We've been getting major collateral warnings from all over the place recently. Financial collateral is the lifeblood of the global monetary system. That makes it incredibly important yet few have ever stopped to ponder how it all works and fits together; including central bankers. Collateral sufficiency means everything but it doesn't necessarily mean supply of Treasuries. Vastly more important is the circulation - the reusing - of all kinds of collateral. In this video, we're going to examine why that is starting from what it means. 

Eurodollar University's Money & Macro Analysis

Governor Jeremy C. Stein
Overheating in Credit Markets: Origins, Measurement, and Policy Responses
https://www.federalreserve.gov/newsevents/speech/stein20130207a.htm

JP Morgan Chase Q2 '23 10-Q
https://www.sec.gov/Archives/edgar/data/19617/000001961723000432/jpm-20230630.htm

IOSCO/CPSS: SECURITIES LENDING TRANSACTIONS: MARKET DEVELOPMENT AND IMPLICATIONS
https://www.iosco.org/library/pubdocs/pdf/IOSCOPD96.pdf

FRBNY Guide to FR2004 Settlement Fails Data
https://www.newyorkfed.org/markets/pridealers_failsprimer.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo #yieldcurve 
We've been getting major collateral warnings from all over the place recently. Financial collateral is the lifeblood of the global monetary system. That makes it incredibly important yet few have ever stopped to ponder how it all works and fits together; including central bankers. Collateral sufficiency means everything but it doesn't necessarily mean supply of Treasuries. Vastly more important is the circulation - the reusing - of all kinds of collateral. In this video, we're going to examine why that is starting from what it means. 

Eurodollar University's Money & Macro Analysis

Governor Jeremy C. Stein
Overheating in Credit Markets: Origins, Measurement, and Policy Responses
https://www.federalreserve.gov/newsevents/speech/stein20130207a.htm

JP Morgan Chase Q2 '23 10-Q
https://www.sec.gov/Archives/edgar/data/19617/000001961723000432/jpm-20230630.htm

IOSCO/CPSS: SECURITIES LENDING TRANSACTIONS: MARKET DEVELOPMENT AND IMPLICATIONS
https://www.iosco.org/library/pubdocs/pdf/IOSCOPD96.pdf

FRBNY Guide to FR2004 Settlement Fails Data
https://www.newyorkfed.org/markets/pridealers_failsprimer.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Thu, 26 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1233 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo #yieldcurve 
We've been getting major collateral warnings from all over the place recently. Financial collateral is the lifeblood of the global monetary system. That makes it incredibly important yet few have ever stopped to ponder how it all works and fits together; including central bankers. Collateral sufficiency means everything but it doesn't necessarily mean supply of Treasuries. Vastly more important is the circulation - the reusing - of all kinds of collateral. In this video, we're going to examine why that is starting from what it means. 

Eurodollar University's Money & Macro Analysis

Governor Jeremy C. Stein
Overheating in Credit Markets: Origins, Measurement, and Policy Responses
https://www.federalreserve.gov/newsevents/speech/stein20130207a.htm

JP Morgan Chase Q2 '23 10-Q
https://www.sec.gov/Archives/edgar/data/19617/000001961723000432/jpm-20230630.htm

IOSCO/CPSS: SECURITIES LENDING TRANSACTIONS: MARKET DEVELOPMENT AND IMPLICATIONS
https://www.iosco.org/library/pubdocs/pdf/IOSCOPD96.pdf

FRBNY Guide to FR2004 Settlement Fails Data
https://www.newyorkfed.org/markets/pridealers_failsprimer.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Wall Street Insiders Are Making HUGE Moves 606 606 Wall Street Insiders Are Making HUGE Moves full 0c881aa9-0ad6-41f9-9b8a-2c888bf49cee https://share.transistor.fm/s/a2b9bfd9 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo #yieldcurve 
All of a sudden, two of the biggest bond bears on the planet have turned bearish on the economy and now bullish on bonds. The timing is suspect at least in terms of the "September effect" which is coming off. That leads Treasuries and global bonds back to fundamentals which are looking worse by the datapoint - and we got a bunch of those today. They simply reinforce why bond bears are now economy bears being bullish on bonds. 

Eurodollar University's Money & Macro Analysis

Ackman tweets
https://twitter.com/BillAckman/status/1716453006344921298

Gross tweets
https://twitter.com/real_bill_gross/status/1716472972113051665

S&P Global Flash US Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/800861276eb949fc9646061f8eb2ffb4

HCOB Flash Eurozone PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/8dc7347e38ad43e88d81531f437243aa

HCOB Flash Germany PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/bdd9a44d333a46a9bd5c66cd7fd32090

au Jibun Bank Flash Japan Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/4b3aea7d614f4e47aa7a4b108bead4b9

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo #yieldcurve 
All of a sudden, two of the biggest bond bears on the planet have turned bearish on the economy and now bullish on bonds. The timing is suspect at least in terms of the "September effect" which is coming off. That leads Treasuries and global bonds back to fundamentals which are looking worse by the datapoint - and we got a bunch of those today. They simply reinforce why bond bears are now economy bears being bullish on bonds. 

Eurodollar University's Money & Macro Analysis

Ackman tweets
https://twitter.com/BillAckman/status/1716453006344921298

Gross tweets
https://twitter.com/real_bill_gross/status/1716472972113051665

S&P Global Flash US Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/800861276eb949fc9646061f8eb2ffb4

HCOB Flash Eurozone PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/8dc7347e38ad43e88d81531f437243aa

HCOB Flash Germany PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/bdd9a44d333a46a9bd5c66cd7fd32090

au Jibun Bank Flash Japan Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/4b3aea7d614f4e47aa7a4b108bead4b9

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Wed, 25 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1129 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo #yieldcurve 
All of a sudden, two of the biggest bond bears on the planet have turned bearish on the economy and now bullish on bonds. The timing is suspect at least in terms of the "September effect" which is coming off. That leads Treasuries and global bonds back to fundamentals which are looking worse by the datapoint - and we got a bunch of those today. They simply reinforce why bond bears are now economy bears being bullish on bonds. 

Eurodollar University's Money & Macro Analysis

Ackman tweets
https://twitter.com/BillAckman/status/1716453006344921298

Gross tweets
https://twitter.com/real_bill_gross/status/1716472972113051665

S&P Global Flash US Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/800861276eb949fc9646061f8eb2ffb4

HCOB Flash Eurozone PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/8dc7347e38ad43e88d81531f437243aa

HCOB Flash Germany PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/bdd9a44d333a46a9bd5c66cd7fd32090

au Jibun Bank Flash Japan Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/4b3aea7d614f4e47aa7a4b108bead4b9

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T! Swap Spreads Just... 605 605 HOLY SH*T! Swap Spreads Just... full b93ea139-62a1-4d0b-8b76-980ea944aa0b https://share.transistor.fm/s/99e3e1da #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo 
I've been talking about swap spreads for the last couple months, last week they make a huge move. To understand what it was and why it matters, let's talk about interest rate swaps and what their spreads to US Treasuries really tell us. What is this all about? In simple terms: the most direct window into shadow money and deflation potential.

Eurodollar University's Money & Macro Analysis

BIS Working Papers No 705
An Explanation of Negative Swap Spreads: Demand for Duration from Underfunded Pension Plans
https://www.bis.org/publ/work705.pdf

FRBNY: Negative Swap Spreads
https://www.newyorkfed.org/medialibrary/media/research/epr/2018/epr_2018_negative-swap-spreads_boyarchenko.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo 
I've been talking about swap spreads for the last couple months, last week they make a huge move. To understand what it was and why it matters, let's talk about interest rate swaps and what their spreads to US Treasuries really tell us. What is this all about? In simple terms: the most direct window into shadow money and deflation potential.

Eurodollar University's Money & Macro Analysis

BIS Working Papers No 705
An Explanation of Negative Swap Spreads: Demand for Duration from Underfunded Pension Plans
https://www.bis.org/publ/work705.pdf

FRBNY: Negative Swap Spreads
https://www.newyorkfed.org/medialibrary/media/research/epr/2018/epr_2018_negative-swap-spreads_boyarchenko.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Tue, 24 Oct 2023 11:16:10 -0400 Jeff Snider Jeff Snider 1194 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo 
I've been talking about swap spreads for the last couple months, last week they make a huge move. To understand what it was and why it matters, let's talk about interest rate swaps and what their spreads to US Treasuries really tell us. What is this all about? In simple terms: the most direct window into shadow money and deflation potential.

Eurodollar University's Money & Macro Analysis

BIS Working Papers No 705
An Explanation of Negative Swap Spreads: Demand for Duration from Underfunded Pension Plans
https://www.bis.org/publ/work705.pdf

FRBNY: Negative Swap Spreads
https://www.newyorkfed.org/medialibrary/media/research/epr/2018/epr_2018_negative-swap-spreads_boyarchenko.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We Need To Discuss The New Repo Market Data ASAP 603 603 We Need To Discuss The New Repo Market Data ASAP full 54b902e5-32a7-401a-9614-acd5219495fe https://share.transistor.fm/s/6edca72a #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo
Something big is going on under the surface in collateral. There's a global scramble underway, one that took an ugly turn this week. Here we examine some of the background changes which uncovers a puzzle. US$ repo markets haven't been using as much UST collateral as before which is beyond odd given how much more UST collateral should be available from insane issuance. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo
Something big is going on under the surface in collateral. There's a global scramble underway, one that took an ugly turn this week. Here we examine some of the background changes which uncovers a puzzle. US$ repo markets haven't been using as much UST collateral as before which is beyond odd given how much more UST collateral should be available from insane issuance. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Sun, 22 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1303 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo
Something big is going on under the surface in collateral. There's a global scramble underway, one that took an ugly turn this week. Here we examine some of the background changes which uncovers a puzzle. US$ repo markets haven't been using as much UST collateral as before which is beyond odd given how much more UST collateral should be available from insane issuance. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Monetary System: Something HUGE Changed in July 602 602 The Monetary System: Something HUGE Changed in July full f49ae323-ace7-4aeb-b50e-40eb2f3d870d https://share.transistor.fm/s/a7ce485c Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive free webinar tomorrow October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #mexico #peso 
We keep finding important inflections dating back to late July. These corroborate growing problems starting in eurodollar collateral. Interest rate swaps, Japanese bills, Italy BTPs. In terms of currencies, India's rupee is a big one as the country bleeds reserves again like last year. More than all those, however, this other one had bucked the global trend last year. Where everyone else's exchange values plummeted, it had surged. Not any more; not since late July. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive free webinar tomorrow October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #mexico #peso 
We keep finding important inflections dating back to late July. These corroborate growing problems starting in eurodollar collateral. Interest rate swaps, Japanese bills, Italy BTPs. In terms of currencies, India's rupee is a big one as the country bleeds reserves again like last year. More than all those, however, this other one had bucked the global trend last year. Where everyone else's exchange values plummeted, it had surged. Not any more; not since late July. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Fri, 20 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1212 Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive free webinar tomorrow October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #mexico #peso 
We keep finding important inflections dating back to late July. These corroborate growing problems starting in eurodollar collateral. Interest rate swaps, Japanese bills, Italy BTPs. In terms of currencies, India's rupee is a big one as the country bleeds reserves again like last year. More than all those, however, this other one had bucked the global trend last year. Where everyone else's exchange values plummeted, it had surged. Not any more; not since late July. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China Just Shocked The World With This Move 601 601 China Just Shocked The World With This Move full 0cbe16ff-3647-4eb0-82c3-40ae5172812f https://share.transistor.fm/s/c5320995 Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive webinar on October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #china #yuan 
The Chinese government is trying to the sell the world on its attempt at stabilizing China's economy. Of course, it easily finds willing buyers among Western media and audiences - some things never change. But the Chinese "stability" means something very different from "stability" as it is being described outside the country. People are being given an idea of recovery where there just isn't one. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive webinar on October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #china #yuan 
The Chinese government is trying to the sell the world on its attempt at stabilizing China's economy. Of course, it easily finds willing buyers among Western media and audiences - some things never change. But the Chinese "stability" means something very different from "stability" as it is being described outside the country. People are being given an idea of recovery where there just isn't one. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Thu, 19 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1170 Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive webinar on October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #china #yuan 
The Chinese government is trying to the sell the world on its attempt at stabilizing China's economy. Of course, it easily finds willing buyers among Western media and audiences - some things never change. But the Chinese "stability" means something very different from "stability" as it is being described outside the country. People are being given an idea of recovery where there just isn't one. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Hidden Indicators EVERY INVESTOR Should Watch Out For 600 600 The Hidden Indicators EVERY INVESTOR Should Watch Out For full f1e71d93-6053-451f-aff0-43e145d5ceb6 https://share.transistor.fm/s/5cf462ec Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive webinar on October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral 
Eurodollar cycles are periods when crucial financial indications align in either one direction or the other. On the one side, it's reflation and better conditions in money and macro. The other, though, that's deflation and recession. If we find more than a few market prices and changes which align like the downside to eurodollar cycles, that's a powerful signal for which way the entire world is going to be heading - or continuing. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive webinar on October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral 
Eurodollar cycles are periods when crucial financial indications align in either one direction or the other. On the one side, it's reflation and better conditions in money and macro. The other, though, that's deflation and recession. If we find more than a few market prices and changes which align like the downside to eurodollar cycles, that's a powerful signal for which way the entire world is going to be heading - or continuing. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Wed, 18 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1333 Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive webinar on October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral 
Eurodollar cycles are periods when crucial financial indications align in either one direction or the other. On the one side, it's reflation and better conditions in money and macro. The other, though, that's deflation and recession. If we find more than a few market prices and changes which align like the downside to eurodollar cycles, that's a powerful signal for which way the entire world is going to be heading - or continuing. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Did Jamie Dimon Just Play His Trump Card?! 599 599 Did Jamie Dimon Just Play His Trump Card?! full 61375357-8dbb-40f4-8805-cd9aa04e7df7 https://share.transistor.fm/s/612a2139 Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive webinar on October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #jpmorgan 
JP Morgan's CEO Jamie Dimon says to prepare for higher interest rates. JP Morgan's asset management division says to prepare for lower interest rates. What? Trying to figure out which is why, and what fundamental values might actually determine future interest rate levels while looking to the US banking system for crucial clues. Beyond each side of JPM, of course. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Dimon Warns 7% Fed Rate Still Possible, Times of India Says
https://www.bloomberg.com/news/articles/2023-09-26/dimon-warns-world-may-not-be-prepared-for-fed-at-7-toi-lmzl7rao

Reuters: J.P. Morgan Asset Management bullish on Treasuries as Fed done with hikes
https://www.reuters.com/article/usa-bonds-jp-morgan/j-p-morgan-asset-management-bullish-on-treasuries-as-fed-done-with-hikes-idINL8N3AQ5MU

CNBC: Jamie Dimon cautions the 10-year Treasury yield could hit 5%: ‘It’s a higher probability than most people think’
https://www.cnbc.com/2018/08/06/jp-morgans-jamie-dimon-cautions-10-year-treasury-note-rate-to-hit-5-percent.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive webinar on October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #jpmorgan 
JP Morgan's CEO Jamie Dimon says to prepare for higher interest rates. JP Morgan's asset management division says to prepare for lower interest rates. What? Trying to figure out which is why, and what fundamental values might actually determine future interest rate levels while looking to the US banking system for crucial clues. Beyond each side of JPM, of course. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Dimon Warns 7% Fed Rate Still Possible, Times of India Says
https://www.bloomberg.com/news/articles/2023-09-26/dimon-warns-world-may-not-be-prepared-for-fed-at-7-toi-lmzl7rao

Reuters: J.P. Morgan Asset Management bullish on Treasuries as Fed done with hikes
https://www.reuters.com/article/usa-bonds-jp-morgan/j-p-morgan-asset-management-bullish-on-treasuries-as-fed-done-with-hikes-idINL8N3AQ5MU

CNBC: Jamie Dimon cautions the 10-year Treasury yield could hit 5%: ‘It’s a higher probability than most people think’
https://www.cnbc.com/2018/08/06/jp-morgans-jamie-dimon-cautions-10-year-treasury-note-rate-to-hit-5-percent.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Tue, 17 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1089 Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive webinar on October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #jpmorgan 
JP Morgan's CEO Jamie Dimon says to prepare for higher interest rates. JP Morgan's asset management division says to prepare for lower interest rates. What? Trying to figure out which is why, and what fundamental values might actually determine future interest rate levels while looking to the US banking system for crucial clues. Beyond each side of JPM, of course. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Dimon Warns 7% Fed Rate Still Possible, Times of India Says
https://www.bloomberg.com/news/articles/2023-09-26/dimon-warns-world-may-not-be-prepared-for-fed-at-7-toi-lmzl7rao

Reuters: J.P. Morgan Asset Management bullish on Treasuries as Fed done with hikes
https://www.reuters.com/article/usa-bonds-jp-morgan/j-p-morgan-asset-management-bullish-on-treasuries-as-fed-done-with-hikes-idINL8N3AQ5MU

CNBC: Jamie Dimon cautions the 10-year Treasury yield could hit 5%: ‘It’s a higher probability than most people think’
https://www.cnbc.com/2018/08/06/jp-morgans-jamie-dimon-cautions-10-year-treasury-note-rate-to-hit-5-percent.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The World Isn't Ready for What Happened In CHINA 598 598 The World Isn't Ready for What Happened In CHINA full c52ce341-07fa-4395-b173-15e049edc34a https://share.transistor.fm/s/7654c22d Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive webinar on October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #china #cny 
Latest data from China on lending and trade show Beijing's efforts at creating stability in currency, banking, and economy are not working. Loan growth was exceptionally weak especially for Chinese households meaning more trouble in real estate. The global trade recession keeps pressing on. First, some background about why this is so much more of an issue than strictly current macro conditions. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive webinar on October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #china #cny 
Latest data from China on lending and trade show Beijing's efforts at creating stability in currency, banking, and economy are not working. Loan growth was exceptionally weak especially for Chinese households meaning more trouble in real estate. The global trade recession keeps pressing on. First, some background about why this is so much more of an issue than strictly current macro conditions. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Mon, 16 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1273 Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive webinar on October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #china #cny 
Latest data from China on lending and trade show Beijing's efforts at creating stability in currency, banking, and economy are not working. Loan growth was exceptionally weak especially for Chinese households meaning more trouble in real estate. The global trade recession keeps pressing on. First, some background about why this is so much more of an issue than strictly current macro conditions. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Hidden Crisis Caused by Middle East Conflicts 597 597 The Hidden Crisis Caused by Middle East Conflicts full 955ef488-e7b3-46fe-a0f3-d046303aaf5b https://share.transistor.fm/s/f7a23f71 Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive webinar on October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar
Gasoline prices have plunged over the last two weeks, after having been moving lower since mid-August. That in itself is cause for concern though more so given how gas is now completely untethered to oil. All this suggests something big as far as demand goes and should the conflict in the Middle East grow worse and then manage to reconverge oil and gasoline at higher prices, look out. 

Eurodollar University's weekly conversation w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive webinar on October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar
Gasoline prices have plunged over the last two weeks, after having been moving lower since mid-August. That in itself is cause for concern though more so given how gas is now completely untethered to oil. All this suggests something big as far as demand goes and should the conflict in the Middle East grow worse and then manage to reconverge oil and gasoline at higher prices, look out. 

Eurodollar University's weekly conversation w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Sun, 15 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1095 Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive webinar on October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar
Gasoline prices have plunged over the last two weeks, after having been moving lower since mid-August. That in itself is cause for concern though more so given how gas is now completely untethered to oil. All this suggests something big as far as demand goes and should the conflict in the Middle East grow worse and then manage to reconverge oil and gasoline at higher prices, look out. 

Eurodollar University's weekly conversation w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Great Depression vs Today: What They NEVER Wanted You to Know 596 596 Great Depression vs Today: What They NEVER Wanted You to Know full 34e3034d-276b-49f4-bcb4-ab9fa3ff6706 https://share.transistor.fm/s/9ed0fee1 Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive webinar on October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

What if we found ourselves in a depression? What if that isn’t something new? Rate of change in economy goes down, rate of change in politics goes way up.

Eurodollar University's Money & Macro Analysis

Alf Landon Acceptance Speech
https://www.kshs.org/kansapedia/alfred-landon-s-acceptance-speech/14501

FDR: Fireside Chat 12: On the Recession
https://millercenter.org/the-presidency/presidential-speeches/april-14-1938-fireside-chat-12-recession

Chairman Ben S. Bernanke: Op-ed column for The Washington Post
November 5, 2010
https://www.federalreserve.gov/newsevents/other/o_bernanke20101105a.htm

Larry Summers: U.S. Economic Prospects: Secular Stagnation, Hysteresis, and the
Zero Lower Bound
https://larrysummers.com/wp-content/uploads/2014/06/NABE-speech-Lawrence-H.-Summers1.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7
#gfc2023 #1929 #greatdepression #money #inflation #economy #recession #credit

]]> Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive webinar on October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

What if we found ourselves in a depression? What if that isn’t something new? Rate of change in economy goes down, rate of change in politics goes way up.

Eurodollar University's Money & Macro Analysis

Alf Landon Acceptance Speech
https://www.kshs.org/kansapedia/alfred-landon-s-acceptance-speech/14501

FDR: Fireside Chat 12: On the Recession
https://millercenter.org/the-presidency/presidential-speeches/april-14-1938-fireside-chat-12-recession

Chairman Ben S. Bernanke: Op-ed column for The Washington Post
November 5, 2010
https://www.federalreserve.gov/newsevents/other/o_bernanke20101105a.htm

Larry Summers: U.S. Economic Prospects: Secular Stagnation, Hysteresis, and the
Zero Lower Bound
https://larrysummers.com/wp-content/uploads/2014/06/NABE-speech-Lawrence-H.-Summers1.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7
#gfc2023 #1929 #greatdepression #money #inflation #economy #recession #credit

]]> Sat, 14 Oct 2023 22:43:00 -0400 Jeff Snider Jeff Snider 1275 Special Announcement 🚨 For those wanting a deeper dive and actionable insights, join me for an exclusive webinar on October 20th. Secure your spot here:
https://event.webinarjam.com/channel/eurodollar

What if we found ourselves in a depression? What if that isn’t something new? Rate of change in economy goes down, rate of change in politics goes way up.

Eurodollar University's Money & Macro Analysis

Alf Landon Acceptance Speech
https://www.kshs.org/kansapedia/alfred-landon-s-acceptance-speech/14501

FDR: Fireside Chat 12: On the Recession
https://millercenter.org/the-presidency/presidential-speeches/april-14-1938-fireside-chat-12-recession

Chairman Ben S. Bernanke: Op-ed column for The Washington Post
November 5, 2010
https://www.federalreserve.gov/newsevents/other/o_bernanke20101105a.htm

Larry Summers: U.S. Economic Prospects: Secular Stagnation, Hysteresis, and the
Zero Lower Bound
https://larrysummers.com/wp-content/uploads/2014/06/NABE-speech-Lawrence-H.-Summers1.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7
#gfc2023 #1929 #greatdepression #money #inflation #economy #recession #credit

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No YOU Won't Believe China's New Plan 595 595 YOU Won't Believe China's New Plan full 75fddbeb-5743-49a4-b1b8-39639abd6571 https://share.transistor.fm/s/a513f383 Our Free Webinar is almost full, Secure your spot now: https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #yuan #cny #china 
China is back! Reopening back up after its Golden Week with more plans to "support" the economy. At least according to the latest likely officially-approved rumors. Yet, like earlier in the summer, no one is buying them. Quite the contrary, the more the Chinese try the more you know they know it isn't going well.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Our Free Webinar is almost full, Secure your spot now: https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #yuan #cny #china 
China is back! Reopening back up after its Golden Week with more plans to "support" the economy. At least according to the latest likely officially-approved rumors. Yet, like earlier in the summer, no one is buying them. Quite the contrary, the more the Chinese try the more you know they know it isn't going well.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Thu, 12 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1120 Our Free Webinar is almost full, Secure your spot now: https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #yuan #cny #china 
China is back! Reopening back up after its Golden Week with more plans to "support" the economy. At least according to the latest likely officially-approved rumors. Yet, like earlier in the summer, no one is buying them. Quite the contrary, the more the Chinese try the more you know they know it isn't going well.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We Have Been Lied To... 594 594 We Have Been Lied To... full 75296741-420d-493d-9764-1559d05730f1 https://share.transistor.fm/s/31ca58fa #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar
Everyone wants to know why LT rates are going higher. Is it the Fed? Soft landing? Perhaps inflation with oil? Market curves have had the answer this entire time, but the selloff at first seems to complicate the matter. With data we have, we can start eliminating possibilities. 

Eurodollar University's Money & Macro Analysis

Chair Powell Press Conference Transcript; Sept 20, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230920.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar
Everyone wants to know why LT rates are going higher. Is it the Fed? Soft landing? Perhaps inflation with oil? Market curves have had the answer this entire time, but the selloff at first seems to complicate the matter. With data we have, we can start eliminating possibilities. 

Eurodollar University's Money & Macro Analysis

Chair Powell Press Conference Transcript; Sept 20, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230920.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Wed, 11 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1230 #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar
Everyone wants to know why LT rates are going higher. Is it the Fed? Soft landing? Perhaps inflation with oil? Market curves have had the answer this entire time, but the selloff at first seems to complicate the matter. With data we have, we can start eliminating possibilities. 

Eurodollar University's Money & Macro Analysis

Chair Powell Press Conference Transcript; Sept 20, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230920.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Could Freeze The Entire Global Collateral Market... 593 593 This Could Freeze The Entire Global Collateral Market... full f6d90c4e-4cd8-4533-a839-cd1afbc7bdc8 https://share.transistor.fm/s/4a4f5b5a Our Free Webinar is almost full, Secure your spot now: https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #oil #israel #collateral 
Now geopolitics threatens to do more than further destabilize rebalancing crude oil markets. But the risks are greater and more immediate than the price of crude. Collateral conditions over the past several years have been tied to energy, and collateral came in to all this in a fragile state to begin with. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> Our Free Webinar is almost full, Secure your spot now: https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #oil #israel #collateral 
Now geopolitics threatens to do more than further destabilize rebalancing crude oil markets. But the risks are greater and more immediate than the price of crude. Collateral conditions over the past several years have been tied to energy, and collateral came in to all this in a fragile state to begin with. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> Tue, 10 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1115 Our Free Webinar is almost full, Secure your spot now: https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #oil #israel #collateral 
Now geopolitics threatens to do more than further destabilize rebalancing crude oil markets. But the risks are greater and more immediate than the price of crude. Collateral conditions over the past several years have been tied to energy, and collateral came in to all this in a fragile state to begin with. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T: THE BOND MARKET IS... 592 592 HOLY SH*T: THE BOND MARKET IS... full b16ae0c4-db46-4fa8-a64c-9e88308b5642 https://share.transistor.fm/s/98ac691e Are we watching the "right" spot on the yield curve? It's understandable why everyone would be fixated on the 10-year benchmark or the long bond. However, all the reasons you've heard for why those have been sold would go double for the 2-year note. Yet, that one hasn't budged, not really. Something else is going on in curves - not just USTs.

Eurodollar University's weekly conversation w/Steve Van Metre

]]> Are we watching the "right" spot on the yield curve? It's understandable why everyone would be fixated on the 10-year benchmark or the long bond. However, all the reasons you've heard for why those have been sold would go double for the 2-year note. Yet, that one hasn't budged, not really. Something else is going on in curves - not just USTs.

Eurodollar University's weekly conversation w/Steve Van Metre

]]> Mon, 09 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1073 Are we watching the "right" spot on the yield curve? It's understandable why everyone would be fixated on the 10-year benchmark or the long bond. However, all the reasons you've heard for why those have been sold would go double for the 2-year note. Yet, that one hasn't budged, not really. Something else is going on in curves - not just USTs.

Eurodollar University's weekly conversation w/Steve Van Metre

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Hidden Truth Behind The New Job Report Revealed 591 591 The Hidden Truth Behind The New Job Report Revealed full 15b57a2e-7968-4dd5-8630-d41e8becfa82 https://share.transistor.fm/s/ab0baa68 Our Free Webinar is almost full, Secure your spot now: https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #employment #unemployment #jobs 
The BLS gave us another finger with a blowout headline jobs report. Analyzing what that's really about and more importantly what the rest of the payroll report had in it. The US labor market is in a serious pickle now. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> Our Free Webinar is almost full, Secure your spot now: https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #employment #unemployment #jobs 
The BLS gave us another finger with a blowout headline jobs report. Analyzing what that's really about and more importantly what the rest of the payroll report had in it. The US labor market is in a serious pickle now. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> Sun, 08 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1094 Our Free Webinar is almost full, Secure your spot now: https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #employment #unemployment #jobs 
The BLS gave us another finger with a blowout headline jobs report. Analyzing what that's really about and more importantly what the rest of the payroll report had in it. The US labor market is in a serious pickle now. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What Is The Eurodollar System? (Must Know) 590 590 What Is The Eurodollar System? (Must Know) full 948424b2-91f4-4f3d-b2c0-bffac0ab96d9 https://share.transistor.fm/s/45ae1731 #eurodollar #money #banks #interestrates #depression #recession #inflation #dollar 
What is a eurodollar? The answer to that question is far more complicated than you've ever heard and have been led to believe. So many myths persist about money and reserve currency, what they are and what they have to do. In this video, join me in taking the first step to understanding these deepest fundamentals. 

Let's take a closer look to see if we can't just figure out what's in the black hole. 

This is what Eurodollar University does. We aim to dispel the nonsense and get beyond to reveal the underlying facts so as to be able to better understand the world we inhabit. The one caught in the eurodollar's tight orbit. 

Eurodollar University's Memberships and more:
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_AIP

FRBNY Monthly Review, November 1960: The Market for Dollar Deposits in Europe
https://fraser.stlouisfed.org/files/docs/publications/frbnyreview/rev_frbny_196011.pdf?utm_source=direct_download

BIS: 34th Annual Report
https://www.bis.org/publ/arpdf/archive/ar1964_en.pdf

Milton Friedman: The Euro-Dollar Market: Some First Principles
https://files.stlouisfed.org/files/htdocs/publications/review/71/07/Principles_Jul1971.pdf


RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY

]]> #eurodollar #money #banks #interestrates #depression #recession #inflation #dollar 
What is a eurodollar? The answer to that question is far more complicated than you've ever heard and have been led to believe. So many myths persist about money and reserve currency, what they are and what they have to do. In this video, join me in taking the first step to understanding these deepest fundamentals. 

Let's take a closer look to see if we can't just figure out what's in the black hole. 

This is what Eurodollar University does. We aim to dispel the nonsense and get beyond to reveal the underlying facts so as to be able to better understand the world we inhabit. The one caught in the eurodollar's tight orbit. 

Eurodollar University's Memberships and more:
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_AIP

FRBNY Monthly Review, November 1960: The Market for Dollar Deposits in Europe
https://fraser.stlouisfed.org/files/docs/publications/frbnyreview/rev_frbny_196011.pdf?utm_source=direct_download

BIS: 34th Annual Report
https://www.bis.org/publ/arpdf/archive/ar1964_en.pdf

Milton Friedman: The Euro-Dollar Market: Some First Principles
https://files.stlouisfed.org/files/htdocs/publications/review/71/07/Principles_Jul1971.pdf


RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY

]]> Fri, 06 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1323 #eurodollar #money #banks #interestrates #depression #recession #inflation #dollar 
What is a eurodollar? The answer to that question is far more complicated than you've ever heard and have been led to believe. So many myths persist about money and reserve currency, what they are and what they have to do. In this video, join me in taking the first step to understanding these deepest fundamentals. 

Let's take a closer look to see if we can't just figure out what's in the black hole. 

This is what Eurodollar University does. We aim to dispel the nonsense and get beyond to reveal the underlying facts so as to be able to better understand the world we inhabit. The one caught in the eurodollar's tight orbit. 

Eurodollar University's Memberships and more:
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_AIP

FRBNY Monthly Review, November 1960: The Market for Dollar Deposits in Europe
https://fraser.stlouisfed.org/files/docs/publications/frbnyreview/rev_frbny_196011.pdf?utm_source=direct_download

BIS: 34th Annual Report
https://www.bis.org/publ/arpdf/archive/ar1964_en.pdf

Milton Friedman: The Euro-Dollar Market: Some First Principles
https://files.stlouisfed.org/files/htdocs/publications/review/71/07/Principles_Jul1971.pdf


RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This kills the economy 8.4/10 times... 589 589 This kills the economy 8.4/10 times... full 9c3d649b-d5b7-49ac-b7fb-e199c98e4f72 https://share.transistor.fm/s/4690824a Free Webinar, Friday Oct 20, 630pm EDT. Sign up here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #oil #gas 
Oil prices are killing what ever slim chances we had for a soft landing. Rather than trigger inflation, crude shocks destroy demand to shove questionable economies right over the edge into recession and worse. The latest data indicates that's happening right now and happening big time. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> Free Webinar, Friday Oct 20, 630pm EDT. Sign up here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #oil #gas 
Oil prices are killing what ever slim chances we had for a soft landing. Rather than trigger inflation, crude shocks destroy demand to shove questionable economies right over the edge into recession and worse. The latest data indicates that's happening right now and happening big time. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> Thu, 05 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1052 Free Webinar, Friday Oct 20, 630pm EDT. Sign up here:
https://event.webinarjam.com/channel/eurodollar

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #oil #gas 
Oil prices are killing what ever slim chances we had for a soft landing. Rather than trigger inflation, crude shocks destroy demand to shove questionable economies right over the edge into recession and worse. The latest data indicates that's happening right now and happening big time. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Job Market: The Shocking Truth (It's Not What You Think!) 588 588 Job Market: The Shocking Truth (It's Not What You Think!) full 952e7633-6dba-4c87-929c-e796226f8330 https://share.transistor.fm/s/bde9e84a Free Webinar, Friday Oct 20, 630pm EDT. Sign up here:
https://event.webinarjam.com/channel/eurodollar

If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #employment #jobs #jolts
What the hell was that? Everyone went nuts over...job openings? Not only is this data from JOLTS unreliable, it goes up for a month here or there repeatedly on short-term basis. The rest of the JOLTS data completely undercuts the mainstream interpretation that the labor market is suddenly invulnerable. Worse, other data, starting with a collapse in consumer confidence followed by the vastly more important income numbers, strongly indicate serious and still-growing recession problems. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Wall Street Fear Gauge Ratchets Up After Jobs Data: Markets Wrap
https://www.bloomberg.com/news/articles/2023-10-02/asia-stocks-set-to-drop-after-slump-in-treasuries-markets-wrap

IBD: Fed Overkill? Economic Outlook Index Plunges To Record Low In IBD/TIPP Poll
https://www.investors.com/news/economy/federal-reserve-overkill-economic-outlook-index-plunges-to-record-low-in-ibd-tipp-poll/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN

]]> Free Webinar, Friday Oct 20, 630pm EDT. Sign up here:
https://event.webinarjam.com/channel/eurodollar

If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #employment #jobs #jolts
What the hell was that? Everyone went nuts over...job openings? Not only is this data from JOLTS unreliable, it goes up for a month here or there repeatedly on short-term basis. The rest of the JOLTS data completely undercuts the mainstream interpretation that the labor market is suddenly invulnerable. Worse, other data, starting with a collapse in consumer confidence followed by the vastly more important income numbers, strongly indicate serious and still-growing recession problems. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Wall Street Fear Gauge Ratchets Up After Jobs Data: Markets Wrap
https://www.bloomberg.com/news/articles/2023-10-02/asia-stocks-set-to-drop-after-slump-in-treasuries-markets-wrap

IBD: Fed Overkill? Economic Outlook Index Plunges To Record Low In IBD/TIPP Poll
https://www.investors.com/news/economy/federal-reserve-overkill-economic-outlook-index-plunges-to-record-low-in-ibd-tipp-poll/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN

]]> Wed, 04 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1088 Free Webinar, Friday Oct 20, 630pm EDT. Sign up here:
https://event.webinarjam.com/channel/eurodollar

If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #employment #jobs #jolts
What the hell was that? Everyone went nuts over...job openings? Not only is this data from JOLTS unreliable, it goes up for a month here or there repeatedly on short-term basis. The rest of the JOLTS data completely undercuts the mainstream interpretation that the labor market is suddenly invulnerable. Worse, other data, starting with a collapse in consumer confidence followed by the vastly more important income numbers, strongly indicate serious and still-growing recession problems. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Wall Street Fear Gauge Ratchets Up After Jobs Data: Markets Wrap
https://www.bloomberg.com/news/articles/2023-10-02/asia-stocks-set-to-drop-after-slump-in-treasuries-markets-wrap

IBD: Fed Overkill? Economic Outlook Index Plunges To Record Low In IBD/TIPP Poll
https://www.investors.com/news/economy/federal-reserve-overkill-economic-outlook-index-plunges-to-record-low-in-ibd-tipp-poll/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T! The Collateral Markets Are Starting to Freeze 587 587 HOLY SH*T! The Collateral Markets Are Starting to Freeze full cdb886de-de17-4dfd-8f39-886e9e74d58b https://share.transistor.fm/s/39afca8d If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil  #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch #europe #japan #energycrisis 
Another strong signal on global collateral conditions coming again from Japan. Only this time it isn't only J-bills. The warning is being corroborated from around the eurodollar system. From US$ interest rate swaps to Italian bond spreads, the situation is really starting to resemble September maybe October 2022. Including what might be behind it all: energy crisis. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil  #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch #europe #japan #energycrisis 
Another strong signal on global collateral conditions coming again from Japan. Only this time it isn't only J-bills. The warning is being corroborated from around the eurodollar system. From US$ interest rate swaps to Italian bond spreads, the situation is really starting to resemble September maybe October 2022. Including what might be behind it all: energy crisis. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> Tue, 03 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1235 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil  #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch #europe #japan #energycrisis 
Another strong signal on global collateral conditions coming again from Japan. Only this time it isn't only J-bills. The warning is being corroborated from around the eurodollar system. From US$ interest rate swaps to Italian bond spreads, the situation is really starting to resemble September maybe October 2022. Including what might be behind it all: energy crisis. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No So... This Was a Lie? 586 586 So... This Was a Lie? full 70e4ee70-7ccb-43d3-9ce8-f50566bd5bbe https://share.transistor.fm/s/ab79ea9c If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#eurodollar #germany #europe #recession #interestrates #economy #recession2023 #dollar #credit #inflation #deflation #dollar #economiccrisis 
Soft landings don't happen. The public has been led to believe they're effortless in the hands of skilled central bankers and politicians. Germany is an interesting case for dismantling the entire idea. While the German economy's worsening recession is Exhibit #1, sadly, it won't be the last especially as a top Federal Reserve official admitted they're just making it all up as they go.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#eurodollar #germany #europe #recession #interestrates #economy #recession2023 #dollar #credit #inflation #deflation #dollar #economiccrisis 
Soft landings don't happen. The public has been led to believe they're effortless in the hands of skilled central bankers and politicians. Germany is an interesting case for dismantling the entire idea. While the German economy's worsening recession is Exhibit #1, sadly, it won't be the last especially as a top Federal Reserve official admitted they're just making it all up as they go.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> Mon, 02 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1078 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#eurodollar #germany #europe #recession #interestrates #economy #recession2023 #dollar #credit #inflation #deflation #dollar #economiccrisis 
Soft landings don't happen. The public has been led to believe they're effortless in the hands of skilled central bankers and politicians. Germany is an interesting case for dismantling the entire idea. While the German economy's worsening recession is Exhibit #1, sadly, it won't be the last especially as a top Federal Reserve official admitted they're just making it all up as they go.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No New Data Shows Dark Reality For Americans 585 585 New Data Shows Dark Reality For Americans full 38f9941c-26cd-48b3-a6e5-b98765bca11e https://share.transistor.fm/s/0e59bdcd If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#hungry #recession #interestrates #recession #recession2023 #dollar #oil #economy #depression #economy 
After the past couple of years, consumers from around the world are struggling to afford food and now comes another energy shock. Rather than lead to more "inflation", like 2022's oil spike the result will be disinflationary and worse. The signs are all around us in consumer expectations, business surveys, and, most important of all, consumer prices. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#hungry #recession #interestrates #recession #recession2023 #dollar #oil #economy #depression #economy 
After the past couple of years, consumers from around the world are struggling to afford food and now comes another energy shock. Rather than lead to more "inflation", like 2022's oil spike the result will be disinflationary and worse. The signs are all around us in consumer expectations, business surveys, and, most important of all, consumer prices. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> Sun, 01 Oct 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1054 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#hungry #recession #interestrates #recession #recession2023 #dollar #oil #economy #depression #economy 
After the past couple of years, consumers from around the world are struggling to afford food and now comes another energy shock. Rather than lead to more "inflation", like 2022's oil spike the result will be disinflationary and worse. The signs are all around us in consumer expectations, business surveys, and, most important of all, consumer prices. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No HOLY SH*T! Is This For Real 584 584 HOLY SH*T! Is This For Real full 5f4423ae-2e14-48f1-900d-397a2460448d https://share.transistor.fm/s/4d6c2107 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil  #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #gdp 
Revised GDP estimates have sharpened what seems to be a pre-recession tradition. The economy hits a wall and stumbles only to rebound into what sucks many into believing is a soft landing; only to then fall off at a later point. In addition to revised 2022 or 2023 GDP figures, we are reminded that the actual economic situation could and very likely is worse than they make it appear going by past history of these kinds of critical macro situations.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil  #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #gdp 
Revised GDP estimates have sharpened what seems to be a pre-recession tradition. The economy hits a wall and stumbles only to rebound into what sucks many into believing is a soft landing; only to then fall off at a later point. In addition to revised 2022 or 2023 GDP figures, we are reminded that the actual economic situation could and very likely is worse than they make it appear going by past history of these kinds of critical macro situations.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> Fri, 29 Sep 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1197 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil  #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #gdp 
Revised GDP estimates have sharpened what seems to be a pre-recession tradition. The economy hits a wall and stumbles only to rebound into what sucks many into believing is a soft landing; only to then fall off at a later point. In addition to revised 2022 or 2023 GDP figures, we are reminded that the actual economic situation could and very likely is worse than they make it appear going by past history of these kinds of critical macro situations.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oh No, This Always Happens Right Before a Crisis 583 583 Oh No, This Always Happens Right Before a Crisis full 288cd05d-908c-46be-9365-5cb9aafc0ed2 https://share.transistor.fm/s/914eb88b If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil  #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch #yuan #yen #won #euro #pound 
The eurodollar is rampaging again, exacting a global toll on everything it touches. Since it is the reserve currency, that means everywhere. Examining evidence for why the dollar exchange value does this uncovers several critical clues about what we might expect ahead. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil  #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch #yuan #yen #won #euro #pound 
The eurodollar is rampaging again, exacting a global toll on everything it touches. Since it is the reserve currency, that means everywhere. Examining evidence for why the dollar exchange value does this uncovers several critical clues about what we might expect ahead. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Thu, 28 Sep 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1224 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil  #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch #yuan #yen #won #euro #pound 
The eurodollar is rampaging again, exacting a global toll on everything it touches. Since it is the reserve currency, that means everywhere. Examining evidence for why the dollar exchange value does this uncovers several critical clues about what we might expect ahead. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We Need To Address This Immediately 582 582 We Need To Address This Immediately full ab8746fe-5224-4309-be36-e6053e7142f0 https://share.transistor.fm/s/4a120473 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil  #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch
Forward-looking data for services as well as manufacturing continue to indicate recessionary trouble ahead. But they've been doing that for quite some time already, leaving many to tune them out as just background noise. History shows doing so is a mistake, as PMIs quite often turn negative many months prior to the worst times when everyone agrees recession is in place. And with current services estimates where they are, it might not take much longer to reach it this time. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Stocks Flash Recession Warning as Trouble Spreads to Industrials
https://www.bloomberg.com/news/articles/2023-09-24/stocks-flash-recession-warning-as-trouble-spreads-to-industrials

Texas Manufacturing Outlook Survey
https://www.dallasfed.org/research/surveys/tmos/2023/2309#tab-comments

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil  #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch
Forward-looking data for services as well as manufacturing continue to indicate recessionary trouble ahead. But they've been doing that for quite some time already, leaving many to tune them out as just background noise. History shows doing so is a mistake, as PMIs quite often turn negative many months prior to the worst times when everyone agrees recession is in place. And with current services estimates where they are, it might not take much longer to reach it this time. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Stocks Flash Recession Warning as Trouble Spreads to Industrials
https://www.bloomberg.com/news/articles/2023-09-24/stocks-flash-recession-warning-as-trouble-spreads-to-industrials

Texas Manufacturing Outlook Survey
https://www.dallasfed.org/research/surveys/tmos/2023/2309#tab-comments

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> Wed, 27 Sep 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1074 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil  #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch
Forward-looking data for services as well as manufacturing continue to indicate recessionary trouble ahead. But they've been doing that for quite some time already, leaving many to tune them out as just background noise. History shows doing so is a mistake, as PMIs quite often turn negative many months prior to the worst times when everyone agrees recession is in place. And with current services estimates where they are, it might not take much longer to reach it this time. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Stocks Flash Recession Warning as Trouble Spreads to Industrials
https://www.bloomberg.com/news/articles/2023-09-24/stocks-flash-recession-warning-as-trouble-spreads-to-industrials

Texas Manufacturing Outlook Survey
https://www.dallasfed.org/research/surveys/tmos/2023/2309#tab-comments

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Just Made China a Threat To The Global Economy 581 581 This Just Made China a Threat To The Global Economy full 07a839a8-b15a-465b-87d0-da6b03dec66b https://share.transistor.fm/s/38dacfdf If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil  #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch #china #yuan 
More troubling developments from China's big real estate developer. Unfortunately for us, for everyone, these growing woes from over there are corresponding with indications of eurodollar tightening meaning everywhere. CNY gets weaker no matter how much authorities throw at it; Japanese bills are up (price); US$ swap spreads compressing more; Italian to German bond spreads rising; even large US banks are borrowing more to rebuild cash cushions.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil  #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch #china #yuan 
More troubling developments from China's big real estate developer. Unfortunately for us, for everyone, these growing woes from over there are corresponding with indications of eurodollar tightening meaning everywhere. CNY gets weaker no matter how much authorities throw at it; Japanese bills are up (price); US$ swap spreads compressing more; Italian to German bond spreads rising; even large US banks are borrowing more to rebuild cash cushions.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> Tue, 26 Sep 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1102 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil  #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch #china #yuan 
More troubling developments from China's big real estate developer. Unfortunately for us, for everyone, these growing woes from over there are corresponding with indications of eurodollar tightening meaning everywhere. CNY gets weaker no matter how much authorities throw at it; Japanese bills are up (price); US$ swap spreads compressing more; Italian to German bond spreads rising; even large US banks are borrowing more to rebuild cash cushions.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: New Economic Data Shocks the World 580 580 BREAKING: New Economic Data Shocks the World full 9d1558f2-67b5-4e05-a830-f6728033ea6c https://share.transistor.fm/s/2a941271 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil  #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch #bankcrisis 
Does services lead manufacturing, or does manufacturing lead services? A global PMI roundup answers the question. The mid-year bounce has ended leaving weak production in the goods economy to bleed into falling services, all of it leaving employment right on the cusp of layoffs. According to some of the data, over the edge. 

Eurodollar University's weekly conversation w/Steve Van Metre

S&P Global Flash US Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/f0feaa29fe31498e87438dd193858ad7

HCOB Flash Germany PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/9d4bb7c119c649239502dfb771db658b

HCOB Flash Eurozone PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/a068624fcdde4a06b7b68d0afe07bdc3


Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil  #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch #bankcrisis 
Does services lead manufacturing, or does manufacturing lead services? A global PMI roundup answers the question. The mid-year bounce has ended leaving weak production in the goods economy to bleed into falling services, all of it leaving employment right on the cusp of layoffs. According to some of the data, over the edge. 

Eurodollar University's weekly conversation w/Steve Van Metre

S&P Global Flash US Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/f0feaa29fe31498e87438dd193858ad7

HCOB Flash Germany PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/9d4bb7c119c649239502dfb771db658b

HCOB Flash Eurozone PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/a068624fcdde4a06b7b68d0afe07bdc3


Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> Mon, 25 Sep 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1125 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil  #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch #bankcrisis 
Does services lead manufacturing, or does manufacturing lead services? A global PMI roundup answers the question. The mid-year bounce has ended leaving weak production in the goods economy to bleed into falling services, all of it leaving employment right on the cusp of layoffs. According to some of the data, over the edge. 

Eurodollar University's weekly conversation w/Steve Van Metre

S&P Global Flash US Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/f0feaa29fe31498e87438dd193858ad7

HCOB Flash Germany PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/9d4bb7c119c649239502dfb771db658b

HCOB Flash Eurozone PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/a068624fcdde4a06b7b68d0afe07bdc3


Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global Banking Cartel That Prints Trillions Of Dollars (Exposed) 579 579 Global Banking Cartel That Prints Trillions Of Dollars (Exposed) full 67e7c850-0dec-48c6-8165-9beaa9886dfc https://share.transistor.fm/s/4ad8a24d If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch #bankcrisis 
Four trillion a day goes through this market, maybe a hundred trillion in contracts out there yet not a penny of it shows up on bank balance sheets. One of the most important parts of the global reserve currency system remains opaque and poorly understood even thouth it has been the epicenter of global crisis twice including the 2008 event. Here's what you absolutely need to know about the shadow world of FX.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch #bankcrisis 
Four trillion a day goes through this market, maybe a hundred trillion in contracts out there yet not a penny of it shows up on bank balance sheets. One of the most important parts of the global reserve currency system remains opaque and poorly understood even thouth it has been the epicenter of global crisis twice including the 2008 event. Here's what you absolutely need to know about the shadow world of FX.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> Sun, 24 Sep 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1263 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch #bankcrisis 
Four trillion a day goes through this market, maybe a hundred trillion in contracts out there yet not a penny of it shows up on bank balance sheets. One of the most important parts of the global reserve currency system remains opaque and poorly understood even thouth it has been the epicenter of global crisis twice including the 2008 event. Here's what you absolutely need to know about the shadow world of FX.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Banks Might Not Survive This... 578 578 Banks Might Not Survive This... full 9252a94c-00be-4229-a0b4-01438007e4cb https://share.transistor.fm/s/88ba2dff If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch #bankcrisis 
Yesterday, we compared today to 1990 from the perspective of an oil price shock. Today, the similarities in the credit environments. What we find out is first that credit matters and, second, the Fed and its models don't actually model credit. If this seems like a pretty big omission especially in light of the whole dot fiasco, it just might be huge. 

Eurodollar University's Money & Macro Analysis

Jay Powell Press Conference Sept '23
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230920.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch #bankcrisis 
Yesterday, we compared today to 1990 from the perspective of an oil price shock. Today, the similarities in the credit environments. What we find out is first that credit matters and, second, the Fed and its models don't actually model credit. If this seems like a pretty big omission especially in light of the whole dot fiasco, it just might be huge. 

Eurodollar University's Money & Macro Analysis

Jay Powell Press Conference Sept '23
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230920.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> Fri, 22 Sep 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1095 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #creditcrunch #bankcrisis 
Yesterday, we compared today to 1990 from the perspective of an oil price shock. Today, the similarities in the credit environments. What we find out is first that credit matters and, second, the Fed and its models don't actually model credit. If this seems like a pretty big omission especially in light of the whole dot fiasco, it just might be huge. 

Eurodollar University's Money & Macro Analysis

Jay Powell Press Conference Sept '23
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230920.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WARNING! Another Economic Time Bomb Just Exploded 577 577 WARNING! Another Economic Time Bomb Just Exploded full b505e2cd-9ffe-4f98-b74f-c8f68aeaa79e https://share.transistor.fm/s/6376dc4b If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar
The FOMC concluded its meeting today and all eyes were on the dots when they should be scanning the oil patch. Surging crude - strictly as a supply matter - isn't inflationary but recessionary with a possibility of contributing some deflationary pressures, too. History is conclusive on the matter and recent data is all on that side, too. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P

]]> If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar
The FOMC concluded its meeting today and all eyes were on the dots when they should be scanning the oil patch. Surging crude - strictly as a supply matter - isn't inflationary but recessionary with a possibility of contributing some deflationary pressures, too. History is conclusive on the matter and recent data is all on that side, too. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P

]]> Thu, 21 Sep 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1105 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#oil #recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar
The FOMC concluded its meeting today and all eyes were on the dots when they should be scanning the oil patch. Surging crude - strictly as a supply matter - isn't inflationary but recessionary with a possibility of contributing some deflationary pressures, too. History is conclusive on the matter and recent data is all on that side, too. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Will Bitcoin Replace the Dollar 576 576 Will Bitcoin Replace the Dollar full 7f651ab5-783c-407b-901f-2c27481c85d6 https://share.transistor.fm/s/14b9d6c0 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #bitcoin #crypto 
The breakdown in the eurodollar system all the way back in August 2007 has left the door wide open for competing monetary arrangements. Bitcoin is one of the most-established challengers yet isn't necessarily making as much headway after nearly a decade and a half (other than price). It isn't about dethroning the dollar, instead replacing the eurodollar. What BTC needs to do to bring it all home. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #bitcoin #crypto 
The breakdown in the eurodollar system all the way back in August 2007 has left the door wide open for competing monetary arrangements. Bitcoin is one of the most-established challengers yet isn't necessarily making as much headway after nearly a decade and a half (other than price). It isn't about dethroning the dollar, instead replacing the eurodollar. What BTC needs to do to bring it all home. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> Wed, 20 Sep 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1190 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #bitcoin #crypto 
The breakdown in the eurodollar system all the way back in August 2007 has left the door wide open for competing monetary arrangements. Bitcoin is one of the most-established challengers yet isn't necessarily making as much headway after nearly a decade and a half (other than price). It isn't about dethroning the dollar, instead replacing the eurodollar. What BTC needs to do to bring it all home. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING: You Won't Believe China's New Data 575 575 BREAKING: You Won't Believe China's New Data full c3dbc963-ee98-4e05-8231-9aaed64021d1 https://share.transistor.fm/s/5ca99d58 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #china #xijingping #politicalnews #cny
Is China back on track? According to many maybe most it is. Ignore all that and instead pay close attention to yuan. Authorities have been compelled to up their efforts to stabilize CNY and still the exchange value has dropped back to 7.30 to the dollar anyway. That's not a sign for the start of the Chinese comeback. On the contrary, the weak currency is consistent with the rest of the data which keeps showing a deteriorating situation. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.
#china #interestrates #recession #countrygarden #chinanews

]]> If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #china #xijingping #politicalnews #cny
Is China back on track? According to many maybe most it is. Ignore all that and instead pay close attention to yuan. Authorities have been compelled to up their efforts to stabilize CNY and still the exchange value has dropped back to 7.30 to the dollar anyway. That's not a sign for the start of the Chinese comeback. On the contrary, the weak currency is consistent with the rest of the data which keeps showing a deteriorating situation. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.
#china #interestrates #recession #countrygarden #chinanews

]]> Tue, 19 Sep 2023 11:11:59 -0400 Jeff Snider Jeff Snider 1086 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #china #xijingping #politicalnews #cny
Is China back on track? According to many maybe most it is. Ignore all that and instead pay close attention to yuan. Authorities have been compelled to up their efforts to stabilize CNY and still the exchange value has dropped back to 7.30 to the dollar anyway. That's not a sign for the start of the Chinese comeback. On the contrary, the weak currency is consistent with the rest of the data which keeps showing a deteriorating situation. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.
#china #interestrates #recession #countrygarden #chinanews

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Well Sh*t... It's Officially the Worst EVER! 574 574 Well Sh*t... It's Officially the Worst EVER! full b723e1a0-ba70-4d52-9ab9-5ed9181e7ada https://share.transistor.fm/s/c38c2e29 If you want to delve into the deep background of how the monetary system works, or doesn't, check out our memberships and subscriptions.
https://www.eurodollar.university/sales-page

#money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #recession #inflation #bonds #jeffsnider #inversion 
Yield curve inversion is now the longest-lasting on record. Though many will be quick to claim this means it has been wrong, the market being so stubborn is instead a strong warning not to be so complacent. Not only is the global economy questionable, there are alarming signs coming up from key places, too. Bonds would know.

Eurodollar University's weekly conversation w/Steve Van Metre

Bloomberg: Fed’s Higher-for-Longer Mantra Has Doubters in Bond Market
https://www.bloomberg.com/news/articles/2023-09-16/fed-s-higher-for-longer-mantra-has-doubters-in-bond-market

GreenStreet Commercial Property Price Index
https://www.greenstreet.com/insights/CPPI?region=NA

GreenStreet Pan-European Commercial Property Price Index
https://www.greenstreet.com/insights/CPPI?region=EU

ECB Press Conference & Answers Transcript
https://www.ecb.europa.eu/press/pressconf/2023/html/ecb.is230914~686786984a.en.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z

]]> If you want to delve into the deep background of how the monetary system works, or doesn't, check out our memberships and subscriptions.
https://www.eurodollar.university/sales-page

#money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #recession #inflation #bonds #jeffsnider #inversion 
Yield curve inversion is now the longest-lasting on record. Though many will be quick to claim this means it has been wrong, the market being so stubborn is instead a strong warning not to be so complacent. Not only is the global economy questionable, there are alarming signs coming up from key places, too. Bonds would know.

Eurodollar University's weekly conversation w/Steve Van Metre

Bloomberg: Fed’s Higher-for-Longer Mantra Has Doubters in Bond Market
https://www.bloomberg.com/news/articles/2023-09-16/fed-s-higher-for-longer-mantra-has-doubters-in-bond-market

GreenStreet Commercial Property Price Index
https://www.greenstreet.com/insights/CPPI?region=NA

GreenStreet Pan-European Commercial Property Price Index
https://www.greenstreet.com/insights/CPPI?region=EU

ECB Press Conference & Answers Transcript
https://www.ecb.europa.eu/press/pressconf/2023/html/ecb.is230914~686786984a.en.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z

]]> Mon, 18 Sep 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1114 If you want to delve into the deep background of how the monetary system works, or doesn't, check out our memberships and subscriptions.
https://www.eurodollar.university/sales-page

#money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #recession #inflation #bonds #jeffsnider #inversion 
Yield curve inversion is now the longest-lasting on record. Though many will be quick to claim this means it has been wrong, the market being so stubborn is instead a strong warning not to be so complacent. Not only is the global economy questionable, there are alarming signs coming up from key places, too. Bonds would know.

Eurodollar University's weekly conversation w/Steve Van Metre

Bloomberg: Fed’s Higher-for-Longer Mantra Has Doubters in Bond Market
https://www.bloomberg.com/news/articles/2023-09-16/fed-s-higher-for-longer-mantra-has-doubters-in-bond-market

GreenStreet Commercial Property Price Index
https://www.greenstreet.com/insights/CPPI?region=NA

GreenStreet Pan-European Commercial Property Price Index
https://www.greenstreet.com/insights/CPPI?region=EU

ECB Press Conference & Answers Transcript
https://www.ecb.europa.eu/press/pressconf/2023/html/ecb.is230914~686786984a.en.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The European effect 573 573 The European effect full 9a4026ac-8569-40ad-a1ed-f1923d045dc4 https://share.transistor.fm/s/764ef393 Sun, 17 Sep 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1055 Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Shocking Bond Reactions After CPI Report 572 572 Shocking Bond Reactions After CPI Report full 404aa214-4aed-4283-ab48-7848210daa1f https://share.transistor.fm/s/bcbc7381 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #recession #airlines #cpi #inflation #bonds #jeffsnider 
Market reactions reacted to the CPI (and other recent developments) by pretty much doing nothing. That in itself was a vote on how inflationary consumer prices are being. A good example of why comes from the latest results for an important industry suffering both ends of the current environment - costs going up but being unable to pass them along. That's not inflation.

Eurodollar University's Money & Macro Analysis

CNBC: American Airlines, Spirit Airlines cut summer profit forecast on higher costs
https://www.cnbc.com/2023/09/13/american-airlines-spirit-cut-summer-profit-forecast-on-costs.html

Frontier Group Holdings, Inc. 8-K
https://ir.flyfrontier.com/static-files/dc52ab1d-360e-4ff7-9c09-7e5e0948a2bc

Spirit Investor Update
https://www.sec.gov/Archives/edgar/data/1498710/000149871023000172/investorguidance091223.htm

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7
Epoch Times Columns: https://bit.ly/39ESkRf

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z

]]> If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #recession #airlines #cpi #inflation #bonds #jeffsnider 
Market reactions reacted to the CPI (and other recent developments) by pretty much doing nothing. That in itself was a vote on how inflationary consumer prices are being. A good example of why comes from the latest results for an important industry suffering both ends of the current environment - costs going up but being unable to pass them along. That's not inflation.

Eurodollar University's Money & Macro Analysis

CNBC: American Airlines, Spirit Airlines cut summer profit forecast on higher costs
https://www.cnbc.com/2023/09/13/american-airlines-spirit-cut-summer-profit-forecast-on-costs.html

Frontier Group Holdings, Inc. 8-K
https://ir.flyfrontier.com/static-files/dc52ab1d-360e-4ff7-9c09-7e5e0948a2bc

Spirit Investor Update
https://www.sec.gov/Archives/edgar/data/1498710/000149871023000172/investorguidance091223.htm

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7
Epoch Times Columns: https://bit.ly/39ESkRf

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z

]]> Fri, 15 Sep 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1077 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #recession #airlines #cpi #inflation #bonds #jeffsnider 
Market reactions reacted to the CPI (and other recent developments) by pretty much doing nothing. That in itself was a vote on how inflationary consumer prices are being. A good example of why comes from the latest results for an important industry suffering both ends of the current environment - costs going up but being unable to pass them along. That's not inflation.

Eurodollar University's Money & Macro Analysis

CNBC: American Airlines, Spirit Airlines cut summer profit forecast on higher costs
https://www.cnbc.com/2023/09/13/american-airlines-spirit-cut-summer-profit-forecast-on-costs.html

Frontier Group Holdings, Inc. 8-K
https://ir.flyfrontier.com/static-files/dc52ab1d-360e-4ff7-9c09-7e5e0948a2bc

Spirit Investor Update
https://www.sec.gov/Archives/edgar/data/1498710/000149871023000172/investorguidance091223.htm

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7
Epoch Times Columns: https://bit.ly/39ESkRf

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WARNING: The Banking Crisis Is NOT Over 571 571 WARNING: The Banking Crisis Is NOT Over full c1bbc540-db7e-4a08-96bf-70a224e6b7a8 https://share.transistor.fm/s/65d5cf95 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #consumer #recession #banks #regionalbanks #bankstocks 
What banking crisis? The one from just a few months back might as well has been decades ago as far as most people today are concerned. But there is a lot happening in and around the banking sector as key markets price growing trouble and the possibility for much more. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Yellen ‘Feeling Very Good’ About Soft Landing for US Economy
https://www.bloomberg.com/news/articles/2023-09-10/yellen-feeling-very-good-about-us-sticking-a-soft-landing

Morningstar: Regional banks may saddle themselves with $63B in fresh debt to meet regulatory requirements: report
https://www.morningstar.com/news/marketwatch/20230908407/regional-banks-may-saddle-themselves-with-63b-in-fresh-debt-to-meet-regulatory-requirements-report

WSJ: Real-Estate Doom Loop Threatens America’s Banks
https://www.wsj.com/real-estate/commercial-real-estate-regional-banks-9f8f591d?reflink=integratedwebview_share

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M

]]> If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #consumer #recession #banks #regionalbanks #bankstocks 
What banking crisis? The one from just a few months back might as well has been decades ago as far as most people today are concerned. But there is a lot happening in and around the banking sector as key markets price growing trouble and the possibility for much more. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Yellen ‘Feeling Very Good’ About Soft Landing for US Economy
https://www.bloomberg.com/news/articles/2023-09-10/yellen-feeling-very-good-about-us-sticking-a-soft-landing

Morningstar: Regional banks may saddle themselves with $63B in fresh debt to meet regulatory requirements: report
https://www.morningstar.com/news/marketwatch/20230908407/regional-banks-may-saddle-themselves-with-63b-in-fresh-debt-to-meet-regulatory-requirements-report

WSJ: Real-Estate Doom Loop Threatens America’s Banks
https://www.wsj.com/real-estate/commercial-real-estate-regional-banks-9f8f591d?reflink=integratedwebview_share

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M

]]> Wed, 13 Sep 2023 09:25:41 -0400 Jeff Snider Jeff Snider 1095 If you want to delve into the deep background of how everything works, check it out here.
https://www.eurodollar.university/sales-page

#money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #consumer #recession #banks #regionalbanks #bankstocks 
What banking crisis? The one from just a few months back might as well has been decades ago as far as most people today are concerned. But there is a lot happening in and around the banking sector as key markets price growing trouble and the possibility for much more. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Yellen ‘Feeling Very Good’ About Soft Landing for US Economy
https://www.bloomberg.com/news/articles/2023-09-10/yellen-feeling-very-good-about-us-sticking-a-soft-landing

Morningstar: Regional banks may saddle themselves with $63B in fresh debt to meet regulatory requirements: report
https://www.morningstar.com/news/marketwatch/20230908407/regional-banks-may-saddle-themselves-with-63b-in-fresh-debt-to-meet-regulatory-requirements-report

WSJ: Real-Estate Doom Loop Threatens America’s Banks
https://www.wsj.com/real-estate/commercial-real-estate-regional-banks-9f8f591d?reflink=integratedwebview_share

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Consumer is Now Worse Than the Great Depression 570 570 The Consumer is Now Worse Than the Great Depression full daaac7a0-bfec-4594-ad83-915dc3cddf21 https://share.transistor.fm/s/49d858bc https://www.eurodollar.university/sales-page
If you want to delve into the deep background of how everything works, check it out here
#money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #consumer #recession 
Retailers in the US are becoming increasingly nervous and for good reason. Consumers are showing more and stronger signs of running out of spending power. Last year it was hefty price increases this year a combination of headwinds. One of those is flashing a steady and sharp recession signal.

Eurodollar University's Money & Macro Analysis

Bloomberg: The Mighty American Consumer Is About to Hit a Wall, Investors Say
https://www.bloomberg.com/news/articles/2023-09-11/us-consumer-is-likely-to-start-cutting-back-hurting-economy-and-stocks?fromMostRead=true

Bloomberg: Americans Keep Spending But Big Retailers Doubt It’ll Last
https://www.bloomberg.com/news/articles/2023-08-17/americans-keep-on-spending-but-big-retailers-doubt-it-ll-last

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh

]]> https://www.eurodollar.university/sales-page
If you want to delve into the deep background of how everything works, check it out here
#money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #consumer #recession 
Retailers in the US are becoming increasingly nervous and for good reason. Consumers are showing more and stronger signs of running out of spending power. Last year it was hefty price increases this year a combination of headwinds. One of those is flashing a steady and sharp recession signal.

Eurodollar University's Money & Macro Analysis

Bloomberg: The Mighty American Consumer Is About to Hit a Wall, Investors Say
https://www.bloomberg.com/news/articles/2023-09-11/us-consumer-is-likely-to-start-cutting-back-hurting-economy-and-stocks?fromMostRead=true

Bloomberg: Americans Keep Spending But Big Retailers Doubt It’ll Last
https://www.bloomberg.com/news/articles/2023-08-17/americans-keep-on-spending-but-big-retailers-doubt-it-ll-last

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh

]]> Tue, 12 Sep 2023 07:00:00 -0400 Jeff Snider Jeff Snider 965 https://www.eurodollar.university/sales-page
If you want to delve into the deep background of how everything works, check it out here
#money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #consumer #recession 
Retailers in the US are becoming increasingly nervous and for good reason. Consumers are showing more and stronger signs of running out of spending power. Last year it was hefty price increases this year a combination of headwinds. One of those is flashing a steady and sharp recession signal.

Eurodollar University's Money & Macro Analysis

Bloomberg: The Mighty American Consumer Is About to Hit a Wall, Investors Say
https://www.bloomberg.com/news/articles/2023-09-11/us-consumer-is-likely-to-start-cutting-back-hurting-economy-and-stocks?fromMostRead=true

Bloomberg: Americans Keep Spending But Big Retailers Doubt It’ll Last
https://www.bloomberg.com/news/articles/2023-08-17/americans-keep-on-spending-but-big-retailers-doubt-it-ll-last

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The U.S Is In SERIOUS Trouble 569 569 The U.S Is In SERIOUS Trouble full a6ff3fb6-c4f2-4071-985b-21dcad39691c https://share.transistor.fm/s/f99160d3 https://www.eurodollar.university/sales-page
If you want to delve into the deep background of how everything works, check it out here

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> https://www.eurodollar.university/sales-page
If you want to delve into the deep background of how everything works, check it out here

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Mon, 11 Sep 2023 07:57:20 -0400 Jeff Snider Jeff Snider 1100 https://www.eurodollar.university/sales-page
If you want to delve into the deep background of how everything works, check it out here

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China's downfall 568 568 China's downfall full 3123bc7e-7863-4986-8631-17e0b7a9aa37 https://share.transistor.fm/s/bfbc3cac Sun, 10 Sep 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1076 Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Mysterious Book of the Federal Reserve 567 567 The Mysterious Book of the Federal Reserve full 9cb827f5-3f56-4955-90bf-d2e91c280fc3 https://share.transistor.fm/s/01e9ecc5 https://www.eurodollar.university/sales-page
"If you want to delve into the deep background of how everything works, check it out here."

 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #recession 
You can often tell what is going to happen by what policymakers don't want to talk about - or don't want you to talk about. The history of the Fed changing the Red Book's color reveals its gimmick. Decoding the words contained inside gives us sense of what real economy participants might actually be worried about whether officials want them to or not. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P

]]> https://www.eurodollar.university/sales-page
"If you want to delve into the deep background of how everything works, check it out here."

 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #recession 
You can often tell what is going to happen by what policymakers don't want to talk about - or don't want you to talk about. The history of the Fed changing the Red Book's color reveals its gimmick. Decoding the words contained inside gives us sense of what real economy participants might actually be worried about whether officials want them to or not. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P

]]> Sat, 09 Sep 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1101 https://www.eurodollar.university/sales-page
"If you want to delve into the deep background of how everything works, check it out here."

 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #recession 
You can often tell what is going to happen by what policymakers don't want to talk about - or don't want you to talk about. The history of the Fed changing the Red Book's color reveals its gimmick. Decoding the words contained inside gives us sense of what real economy participants might actually be worried about whether officials want them to or not. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No They Really Did it 566 566 They Really Did it full 7701f789-0ff4-42e2-ac07-633a6fb5d823 https://share.transistor.fm/s/d61fb2be https://www.eurodollar.university/sales-page
"If you want to delve into the deep background of how everything works, check it out here."

 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #oil 
Saudi Arabia got its wish - oil prices are surging. So, back to inflation again? Not according to all the evidence. First of all, oil isn't actually inflation, a mistaken belief from what happened in the 70s Great Inflation. Second, markets are looking at crude as...deflationary. Even TIPS inflation expectations. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P

]]> https://www.eurodollar.university/sales-page
"If you want to delve into the deep background of how everything works, check it out here."

 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #oil 
Saudi Arabia got its wish - oil prices are surging. So, back to inflation again? Not according to all the evidence. First of all, oil isn't actually inflation, a mistaken belief from what happened in the 70s Great Inflation. Second, markets are looking at crude as...deflationary. Even TIPS inflation expectations. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P

]]> Fri, 08 Sep 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1005 https://www.eurodollar.university/sales-page
"If you want to delve into the deep background of how everything works, check it out here."

 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #oil 
Saudi Arabia got its wish - oil prices are surging. So, back to inflation again? Not according to all the evidence. First of all, oil isn't actually inflation, a mistaken belief from what happened in the 70s Great Inflation. Second, markets are looking at crude as...deflationary. Even TIPS inflation expectations. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Will Be Worldwide Within 29 days 565 565 This Will Be Worldwide Within 29 days full e86d666d-466e-4e51-b58d-cb2f397f160e https://share.transistor.fm/s/84dcf5d1 https://www.eurodollar.university/sales-page
"If you want to delve into the deep background of how everything works, check it out here."

 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #europe #eurodollar #germany 
Jerome Powell is selling a soft landing, but is anyone really buying? Not really, no. Risks - which are no longer just theoretical risks - are building all over the place. In addition to China/Asia, deflation has really gripped Europe. Producer prices there are sinking, even core rates. It's only a matter of time before consumer prices get sucked down, too. Only a couple years ago, Powell had admitted globally synchronized is a real danger. 

Eurodollar University's Money & Macro Analysis

Niall Ferguson (Bloomberg): The US Economy’s Not a Plane and It Won’t Land Gently
https://www.bloomberg.com/opinion/articles/2023-08-13/powell-s-fed-let-the-us-economy-get-too-hot-for-a-soft-landing

Minutes of the Federal Open Market Committee
October 29–30, 2019
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20191030.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> https://www.eurodollar.university/sales-page
"If you want to delve into the deep background of how everything works, check it out here."

 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #europe #eurodollar #germany 
Jerome Powell is selling a soft landing, but is anyone really buying? Not really, no. Risks - which are no longer just theoretical risks - are building all over the place. In addition to China/Asia, deflation has really gripped Europe. Producer prices there are sinking, even core rates. It's only a matter of time before consumer prices get sucked down, too. Only a couple years ago, Powell had admitted globally synchronized is a real danger. 

Eurodollar University's Money & Macro Analysis

Niall Ferguson (Bloomberg): The US Economy’s Not a Plane and It Won’t Land Gently
https://www.bloomberg.com/opinion/articles/2023-08-13/powell-s-fed-let-the-us-economy-get-too-hot-for-a-soft-landing

Minutes of the Federal Open Market Committee
October 29–30, 2019
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20191030.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Thu, 07 Sep 2023 19:00:00 -0400 Jeff Snider Jeff Snider 1081 https://www.eurodollar.university/sales-page
"If you want to delve into the deep background of how everything works, check it out here."

 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #europe #eurodollar #germany 
Jerome Powell is selling a soft landing, but is anyone really buying? Not really, no. Risks - which are no longer just theoretical risks - are building all over the place. In addition to China/Asia, deflation has really gripped Europe. Producer prices there are sinking, even core rates. It's only a matter of time before consumer prices get sucked down, too. Only a couple years ago, Powell had admitted globally synchronized is a real danger. 

Eurodollar University's Money & Macro Analysis

Niall Ferguson (Bloomberg): The US Economy’s Not a Plane and It Won’t Land Gently
https://www.bloomberg.com/opinion/articles/2023-08-13/powell-s-fed-let-the-us-economy-get-too-hot-for-a-soft-landing

Minutes of the Federal Open Market Committee
October 29–30, 2019
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20191030.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This is the ONLY Stock Market I watch (Secrets Revealed) 564 564 This is the ONLY Stock Market I watch (Secrets Revealed) full 57cab3db-3c86-4464-80f0-612d9adf8118 https://share.transistor.fm/s/87871b50 #recession #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #hongkong #china #japan #stocks #dollar #yuan #yen
Hong Kong's Hang Seng stock index correlates with quite a lot of Euro$ money indications beginning with China's yuan. Also others you might not expect such as US$ IRS swap spreads (esp. 30s) and UST yield curve spreads like the 2s10s. Hang Seng is a connection between money and economy as it relates to much of Asia. China is a mess and the latest data from Japan is a true disaster, so no wonder Hang Seng having trouble hanging in. But that means a lot more than Asia. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #recession #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #hongkong #china #japan #stocks #dollar #yuan #yen
Hong Kong's Hang Seng stock index correlates with quite a lot of Euro$ money indications beginning with China's yuan. Also others you might not expect such as US$ IRS swap spreads (esp. 30s) and UST yield curve spreads like the 2s10s. Hang Seng is a connection between money and economy as it relates to much of Asia. China is a mess and the latest data from Japan is a true disaster, so no wonder Hang Seng having trouble hanging in. But that means a lot more than Asia. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Wed, 06 Sep 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1032 #recession #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #hongkong #china #japan #stocks #dollar #yuan #yen
Hong Kong's Hang Seng stock index correlates with quite a lot of Euro$ money indications beginning with China's yuan. Also others you might not expect such as US$ IRS swap spreads (esp. 30s) and UST yield curve spreads like the 2s10s. Hang Seng is a connection between money and economy as it relates to much of Asia. China is a mess and the latest data from Japan is a true disaster, so no wonder Hang Seng having trouble hanging in. But that means a lot more than Asia. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Job Market Actually BROKE 563 563 The Job Market Actually BROKE full 69c234d8-97c2-4061-b6e5-97480ef9576a https://share.transistor.fm/s/f14a92a3 #recession #money #inflation #deflation #interestrates #dollar #economy #credit #unemployment #interestrates #jobs 
Payrolls numbers were all messed up. Household Survey, too, if not more. More revision madness plaguing the former while full-time jobs keep disappearing from the latter. Steve and I talk about what's really going on here with the data and what it means with a timely visit down memory lane with Tricky Dick.

Eurodollar University's weekly conversation w/Steve Van Metre

President Richard Nixon: Address on the State of the Union Delivered Before a Joint Session of the Congress
https://www.presidency.ucsb.edu/documents/address-the-state-the-union-delivered-before-joint-session-the-congress


Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #recession #money #inflation #deflation #interestrates #dollar #economy #credit #unemployment #interestrates #jobs 
Payrolls numbers were all messed up. Household Survey, too, if not more. More revision madness plaguing the former while full-time jobs keep disappearing from the latter. Steve and I talk about what's really going on here with the data and what it means with a timely visit down memory lane with Tricky Dick.

Eurodollar University's weekly conversation w/Steve Van Metre

President Richard Nixon: Address on the State of the Union Delivered Before a Joint Session of the Congress
https://www.presidency.ucsb.edu/documents/address-the-state-the-union-delivered-before-joint-session-the-congress


Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Mon, 04 Sep 2023 14:31:46 -0400 Jeff Snider Jeff Snider 957 #recession #money #inflation #deflation #interestrates #dollar #economy #credit #unemployment #interestrates #jobs 
Payrolls numbers were all messed up. Household Survey, too, if not more. More revision madness plaguing the former while full-time jobs keep disappearing from the latter. Steve and I talk about what's really going on here with the data and what it means with a timely visit down memory lane with Tricky Dick.

Eurodollar University's weekly conversation w/Steve Van Metre

President Richard Nixon: Address on the State of the Union Delivered Before a Joint Session of the Congress
https://www.presidency.ucsb.edu/documents/address-the-state-the-union-delivered-before-joint-session-the-congress


Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Did China JUST Trigger GFC 2.0!! 562 562 Did China JUST Trigger GFC 2.0!! full 56b126e4-dbc8-4281-b3a8-5c6ac4d4219f https://share.transistor.fm/s/e75d3aec #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #china #yuan 
Another crazy couple of days in China's yuan saga. Authorities continue to escalate their tactics in the increasingly desperate attempt to stabilize CNY. Yet, the more officials feel they have to do, the more they also acknowledge what they've done so far hasn't done nearly enough. The eurodollar just isn't buying the Chinese spin. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Uses Another Tool to Aid Yuan in String of Market Support
https://www.bloomberg.com/news/articles/2023-09-01/china-cuts-forex-reserve-ratio-in-bid-to-support-weakening-yuan

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #china #yuan 
Another crazy couple of days in China's yuan saga. Authorities continue to escalate their tactics in the increasingly desperate attempt to stabilize CNY. Yet, the more officials feel they have to do, the more they also acknowledge what they've done so far hasn't done nearly enough. The eurodollar just isn't buying the Chinese spin. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Uses Another Tool to Aid Yuan in String of Market Support
https://www.bloomberg.com/news/articles/2023-09-01/china-cuts-forex-reserve-ratio-in-bid-to-support-weakening-yuan

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> Sun, 03 Sep 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1050 #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #china #yuan 
Another crazy couple of days in China's yuan saga. Authorities continue to escalate their tactics in the increasingly desperate attempt to stabilize CNY. Yet, the more officials feel they have to do, the more they also acknowledge what they've done so far hasn't done nearly enough. The eurodollar just isn't buying the Chinese spin. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Uses Another Tool to Aid Yuan in String of Market Support
https://www.bloomberg.com/news/articles/2023-09-01/china-cuts-forex-reserve-ratio-in-bid-to-support-weakening-yuan

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Where is The Recession EVERYONE Is Talking About? 561 561 Where is The Recession EVERYONE Is Talking About? full daaa4f6a-8a8b-45b9-aa34-7b48d6811952 https://share.transistor.fm/s/771707b5 Join us Friday Sept 1 for a free webinar. Register at the link below:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #unemployment #jobs 
According to GDP, the US economy is resilient, really hanging in despite a tough global environment. On the other hand, GDP's twin indicates something very different. Spoiler: the very same as what has kept interest rates incredibly consistent for almost a year despite everything thrown at them. Worse, history has shown the other number is the superior cyclical indicator, not GDP.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> Join us Friday Sept 1 for a free webinar. Register at the link below:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #unemployment #jobs 
According to GDP, the US economy is resilient, really hanging in despite a tough global environment. On the other hand, GDP's twin indicates something very different. Spoiler: the very same as what has kept interest rates incredibly consistent for almost a year despite everything thrown at them. Worse, history has shown the other number is the superior cyclical indicator, not GDP.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> Fri, 01 Sep 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1075 Join us Friday Sept 1 for a free webinar. Register at the link below:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #unemployment #jobs 
According to GDP, the US economy is resilient, really hanging in despite a tough global environment. On the other hand, GDP's twin indicates something very different. Spoiler: the very same as what has kept interest rates incredibly consistent for almost a year despite everything thrown at them. Worse, history has shown the other number is the superior cyclical indicator, not GDP.

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Why Is This ALL Happening? 560 560 Why Is This ALL Happening? full c6b877e9-150d-47ea-8fcc-4ed22d17fd88 https://share.transistor.fm/s/93263291 Join us Friday Sept 1 for a free webinar. Register at the link below:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #unemployment #jobs 
Beware the ides of...August? Only if it happens to foreshadow what's waiting for us in September. Looking for clues about what kind of September this one will be, inflationary and rate hike-y, or in the same category as past Septembers from 2019 or 2011, even last year's. USTs are telling us a lot by not moving around a lot. Labor data, too, telling us a lot though by moving quickly in the wrong direction. 

Eurodollar University's Money & Macro Analysis

Bloomberg: US 30-Year Treasury Auction Signals Weak Demand to Wrap Up Week of Big Sales
https://www.bloomberg.com/news/articles/2023-08-10/treasuries-stumble-after-30-year-bond-auction-flags-weak-demand

CNBC: Bill Ackman says he’s shorting 30-year Treasury bills, and yields could hit 5.5% ‘soon’
https://www.cnbc.com/2023/08/03/billionaire-investor-bill-ackman-says-hes-shorting-30-year-treasury-bills.html

Bill Ackman Tweet
https://twitter.com/BillAckman/status/1686906272937869312

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M

]]> Join us Friday Sept 1 for a free webinar. Register at the link below:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #unemployment #jobs 
Beware the ides of...August? Only if it happens to foreshadow what's waiting for us in September. Looking for clues about what kind of September this one will be, inflationary and rate hike-y, or in the same category as past Septembers from 2019 or 2011, even last year's. USTs are telling us a lot by not moving around a lot. Labor data, too, telling us a lot though by moving quickly in the wrong direction. 

Eurodollar University's Money & Macro Analysis

Bloomberg: US 30-Year Treasury Auction Signals Weak Demand to Wrap Up Week of Big Sales
https://www.bloomberg.com/news/articles/2023-08-10/treasuries-stumble-after-30-year-bond-auction-flags-weak-demand

CNBC: Bill Ackman says he’s shorting 30-year Treasury bills, and yields could hit 5.5% ‘soon’
https://www.cnbc.com/2023/08/03/billionaire-investor-bill-ackman-says-hes-shorting-30-year-treasury-bills.html

Bill Ackman Tweet
https://twitter.com/BillAckman/status/1686906272937869312

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M

]]> Thu, 31 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1066 Join us Friday Sept 1 for a free webinar. Register at the link below:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #unemployment #jobs 
Beware the ides of...August? Only if it happens to foreshadow what's waiting for us in September. Looking for clues about what kind of September this one will be, inflationary and rate hike-y, or in the same category as past Septembers from 2019 or 2011, even last year's. USTs are telling us a lot by not moving around a lot. Labor data, too, telling us a lot though by moving quickly in the wrong direction. 

Eurodollar University's Money & Macro Analysis

Bloomberg: US 30-Year Treasury Auction Signals Weak Demand to Wrap Up Week of Big Sales
https://www.bloomberg.com/news/articles/2023-08-10/treasuries-stumble-after-30-year-bond-auction-flags-weak-demand

CNBC: Bill Ackman says he’s shorting 30-year Treasury bills, and yields could hit 5.5% ‘soon’
https://www.cnbc.com/2023/08/03/billionaire-investor-bill-ackman-says-hes-shorting-30-year-treasury-bills.html

Bill Ackman Tweet
https://twitter.com/BillAckman/status/1686906272937869312

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Is WHY the Fed Is RIGHT 559 559 This Is WHY the Fed Is RIGHT full dbae0792-e6d4-4f10-a3a7-c6bd208a0cf9 https://share.transistor.fm/s/43179652 Join us Friday Sept 1 for a free webinar. Register at the link below:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #jacksonehole #unemployment #employment 
JOLTS for July jolted the heck out of the soft landing narrative and for very good reasons. To begin with, why the soft landing view has become so widespread. It isn't necessarily what you might think. We have to dig up the current increasingly absurd version of the Phillips Curve to find out. We also have to be aware of just how close the US economy might be to the recession cliff, savings, student loans and now maybe jobs, too. 

Eurodollar University's Money & Macro Analysis

Jay Powell Press Conference July 26, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230726.pdf

Jay Powell Jackson Hole August 25, 2023, Inflation: Progress and the Path Ahead
https://www.federalreserve.gov/newsevents/speech/powell20230825a.htm

FRBSF: Excess No More? Dwindling Pandemic Savings
https://www.frbsf.org/our-district/about/sf-fed-blog/excess-no-more-dwindling-pandemic-savings/

Benigno & Eggertson, NBER: IT’S BAAACK: THE SURGE IN INFLATION IN THE 2020S AND THE RETURN OF THE NON-LINEAR PHILLIPS CURVE
https://www.nber.org/system/files/working_papers/w31197/w31197.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Join us Friday Sept 1 for a free webinar. Register at the link below:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #jacksonehole #unemployment #employment 
JOLTS for July jolted the heck out of the soft landing narrative and for very good reasons. To begin with, why the soft landing view has become so widespread. It isn't necessarily what you might think. We have to dig up the current increasingly absurd version of the Phillips Curve to find out. We also have to be aware of just how close the US economy might be to the recession cliff, savings, student loans and now maybe jobs, too. 

Eurodollar University's Money & Macro Analysis

Jay Powell Press Conference July 26, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230726.pdf

Jay Powell Jackson Hole August 25, 2023, Inflation: Progress and the Path Ahead
https://www.federalreserve.gov/newsevents/speech/powell20230825a.htm

FRBSF: Excess No More? Dwindling Pandemic Savings
https://www.frbsf.org/our-district/about/sf-fed-blog/excess-no-more-dwindling-pandemic-savings/

Benigno & Eggertson, NBER: IT’S BAAACK: THE SURGE IN INFLATION IN THE 2020S AND THE RETURN OF THE NON-LINEAR PHILLIPS CURVE
https://www.nber.org/system/files/working_papers/w31197/w31197.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Wed, 30 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1131 Join us Friday Sept 1 for a free webinar. Register at the link below:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #jacksonehole #unemployment #employment 
JOLTS for July jolted the heck out of the soft landing narrative and for very good reasons. To begin with, why the soft landing view has become so widespread. It isn't necessarily what you might think. We have to dig up the current increasingly absurd version of the Phillips Curve to find out. We also have to be aware of just how close the US economy might be to the recession cliff, savings, student loans and now maybe jobs, too. 

Eurodollar University's Money & Macro Analysis

Jay Powell Press Conference July 26, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230726.pdf

Jay Powell Jackson Hole August 25, 2023, Inflation: Progress and the Path Ahead
https://www.federalreserve.gov/newsevents/speech/powell20230825a.htm

FRBSF: Excess No More? Dwindling Pandemic Savings
https://www.frbsf.org/our-district/about/sf-fed-blog/excess-no-more-dwindling-pandemic-savings/

Benigno & Eggertson, NBER: IT’S BAAACK: THE SURGE IN INFLATION IN THE 2020S AND THE RETURN OF THE NON-LINEAR PHILLIPS CURVE
https://www.nber.org/system/files/working_papers/w31197/w31197.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No OMG: The global Bond Market just… 558 558 OMG: The global Bond Market just… full 9f1c1973-4828-4da8-b213-556a617c3d0d https://share.transistor.fm/s/ded00c0b Join us Friday Sept 1 for a free webinar. Register at the link below:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #jacksonehole #jgb #japan #china #europe #loans 
Just over a week ago, I said keep an eye on the yield for the Japanese government's 3-month bill, but I didn't have this in mind at least not in August. The rate absolutely plunged today though the good news is that was the only big mover. Outside the Jbill, more trouble in China CNY along with a credit crunch in Europe that continues to get worse. The latter keeps raising the chances of European eurodollar woes getting added to what are already-serious Asian eurodollar problems. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> Join us Friday Sept 1 for a free webinar. Register at the link below:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #jacksonehole #jgb #japan #china #europe #loans 
Just over a week ago, I said keep an eye on the yield for the Japanese government's 3-month bill, but I didn't have this in mind at least not in August. The rate absolutely plunged today though the good news is that was the only big mover. Outside the Jbill, more trouble in China CNY along with a credit crunch in Europe that continues to get worse. The latter keeps raising the chances of European eurodollar woes getting added to what are already-serious Asian eurodollar problems. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> Tue, 29 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1080 Join us Friday Sept 1 for a free webinar. Register at the link below:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #jacksonehole #jgb #japan #china #europe #loans 
Just over a week ago, I said keep an eye on the yield for the Japanese government's 3-month bill, but I didn't have this in mind at least not in August. The rate absolutely plunged today though the good news is that was the only big mover. Outside the Jbill, more trouble in China CNY along with a credit crunch in Europe that continues to get worse. The latter keeps raising the chances of European eurodollar woes getting added to what are already-serious Asian eurodollar problems. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Jerome Powell's Most Important Statement EVER 557 557 Jerome Powell's Most Important Statement EVER full 4dee48fe-14d5-4559-8cf0-668a19547853 https://share.transistor.fm/s/ca999ad8 Free Webinar on Friday, September 1 link to sign up here:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #jacksonehole
Why do central bankers need to be "confident" about inflation? At Jackson Hole, Fed Chair Jay Powell repeatedly referred to a high level of uncertainty. It doesn't matter if that was hawkish or dovish, those at the Fed portray that they know more than they do. It was the same at Jackson in August 2010 when then-Chair Ben Bernanke used the same "uncertainty" to launch a second QE.

Eurodollar University's weekly conversation w/Steve Van Metre

Jay Powell, Jackson Hole: Inflation: Progress and the Path Ahead
https://www.federalreserve.gov/newsevents/speech/powell20230825a.htm

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Free Webinar on Friday, September 1 link to sign up here:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #jacksonehole
Why do central bankers need to be "confident" about inflation? At Jackson Hole, Fed Chair Jay Powell repeatedly referred to a high level of uncertainty. It doesn't matter if that was hawkish or dovish, those at the Fed portray that they know more than they do. It was the same at Jackson in August 2010 when then-Chair Ben Bernanke used the same "uncertainty" to launch a second QE.

Eurodollar University's weekly conversation w/Steve Van Metre

Jay Powell, Jackson Hole: Inflation: Progress and the Path Ahead
https://www.federalreserve.gov/newsevents/speech/powell20230825a.htm

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Tue, 29 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1073 Free Webinar on Friday, September 1 link to sign up here:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #jacksonehole
Why do central bankers need to be "confident" about inflation? At Jackson Hole, Fed Chair Jay Powell repeatedly referred to a high level of uncertainty. It doesn't matter if that was hawkish or dovish, those at the Fed portray that they know more than they do. It was the same at Jackson in August 2010 when then-Chair Ben Bernanke used the same "uncertainty" to launch a second QE.

Eurodollar University's weekly conversation w/Steve Van Metre

Jay Powell, Jackson Hole: Inflation: Progress and the Path Ahead
https://www.federalreserve.gov/newsevents/speech/powell20230825a.htm

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Is The Banking System Starting To Break? 556 556 Is The Banking System Starting To Break? full 7d4c4ab9-c3d3-440c-8473-39f73f60b2cd https://share.transistor.fm/s/ad3cfa88 Join us on Friday, Sept 1 for our free webinar. To register, go here:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #china #cny #yuan 
More developments in China as officials and banks struggle to stabilize the yuan. That is one way we can tell the Economy is getting worse and so are monetary conditions. While almost everyone still believes falling currencies are a choice, a form of export stimulus, here we debunk that myth by reviewing what makes the dollar go up and what that really means.

Eurodollar University's Money & Macro Analysis

Investopedia: The Impact of China Devaluing the Yuan in 2015
https://www.investopedia.com/trading/chinese-devaluation-yuan/

RealClearMarkets: A Monetary System That Is No Longer Monetary
https://www.realclearmarkets.com/articles/2015/08/14/a_monetary_system_that_is_no_longer_monetary_101784.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Join us on Friday, Sept 1 for our free webinar. To register, go here:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #china #cny #yuan 
More developments in China as officials and banks struggle to stabilize the yuan. That is one way we can tell the Economy is getting worse and so are monetary conditions. While almost everyone still believes falling currencies are a choice, a form of export stimulus, here we debunk that myth by reviewing what makes the dollar go up and what that really means.

Eurodollar University's Money & Macro Analysis

Investopedia: The Impact of China Devaluing the Yuan in 2015
https://www.investopedia.com/trading/chinese-devaluation-yuan/

RealClearMarkets: A Monetary System That Is No Longer Monetary
https://www.realclearmarkets.com/articles/2015/08/14/a_monetary_system_that_is_no_longer_monetary_101784.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Sun, 27 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1149 Join us on Friday, Sept 1 for our free webinar. To register, go here:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #china #cny #yuan 
More developments in China as officials and banks struggle to stabilize the yuan. That is one way we can tell the Economy is getting worse and so are monetary conditions. While almost everyone still believes falling currencies are a choice, a form of export stimulus, here we debunk that myth by reviewing what makes the dollar go up and what that really means.

Eurodollar University's Money & Macro Analysis

Investopedia: The Impact of China Devaluing the Yuan in 2015
https://www.investopedia.com/trading/chinese-devaluation-yuan/

RealClearMarkets: A Monetary System That Is No Longer Monetary
https://www.realclearmarkets.com/articles/2015/08/14/a_monetary_system_that_is_no_longer_monetary_101784.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No I've Got Bad News For Employees 555 555 I've Got Bad News For Employees full e934847c-c339-4d6b-97d8-6476e068e19f https://share.transistor.fm/s/6cdc4f70 https://www.eurodollar.university

Free Webinar on Friday, September 1 link to sign up here:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #unemployment #employment #softlanding #germany #europe 
We always talk about a soft landing, but do they ever happen? They are actually so exceedingly rate Economist Alan Blinder felt it necessary to change the standard to add a "softish" landing if only to make the Fed look better. But it's not about the Fed or rate hikes, rather that once the economy gets into this weak position the outcome - especially with inversions - isn't variable. Recent global data really shows why.

ABCNews: Can Greenspan Engineer Soft Landing?
https://abcnews.go.com/Business/story?id=88786&page=1

Alan Blinder: Landings, Soft and Hard: The Federal Reserve, 1965–2022
https://pubs.aeaweb.org/doi/pdfplus/10.1257/jep.37.1.101

S&P Global Flash US Composite PMI™
https://www.pmi.spglobal.com/Public/Home/PressRelease/3bfc5a90d9d2416a8f6709f78f90d014

HCOB Flash Eurozone PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/47840ba665f24e19b896088b4d160c6b

HCOB Flash Germany PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/89529aecf6ec4de5bf1698ea086999fb

Eurodollar University's Money & Macro Analysis
Twitter: https://twitter.com/JeffSnider_AIP

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> https://www.eurodollar.university

Free Webinar on Friday, September 1 link to sign up here:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #unemployment #employment #softlanding #germany #europe 
We always talk about a soft landing, but do they ever happen? They are actually so exceedingly rate Economist Alan Blinder felt it necessary to change the standard to add a "softish" landing if only to make the Fed look better. But it's not about the Fed or rate hikes, rather that once the economy gets into this weak position the outcome - especially with inversions - isn't variable. Recent global data really shows why.

ABCNews: Can Greenspan Engineer Soft Landing?
https://abcnews.go.com/Business/story?id=88786&page=1

Alan Blinder: Landings, Soft and Hard: The Federal Reserve, 1965–2022
https://pubs.aeaweb.org/doi/pdfplus/10.1257/jep.37.1.101

S&P Global Flash US Composite PMI™
https://www.pmi.spglobal.com/Public/Home/PressRelease/3bfc5a90d9d2416a8f6709f78f90d014

HCOB Flash Eurozone PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/47840ba665f24e19b896088b4d160c6b

HCOB Flash Germany PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/89529aecf6ec4de5bf1698ea086999fb

Eurodollar University's Money & Macro Analysis
Twitter: https://twitter.com/JeffSnider_AIP

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Fri, 25 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1072 https://www.eurodollar.university

Free Webinar on Friday, September 1 link to sign up here:
https://event.webinarjam.com/channel/eurodollaruniversity

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #unemployment #employment #softlanding #germany #europe 
We always talk about a soft landing, but do they ever happen? They are actually so exceedingly rate Economist Alan Blinder felt it necessary to change the standard to add a "softish" landing if only to make the Fed look better. But it's not about the Fed or rate hikes, rather that once the economy gets into this weak position the outcome - especially with inversions - isn't variable. Recent global data really shows why.

ABCNews: Can Greenspan Engineer Soft Landing?
https://abcnews.go.com/Business/story?id=88786&page=1

Alan Blinder: Landings, Soft and Hard: The Federal Reserve, 1965–2022
https://pubs.aeaweb.org/doi/pdfplus/10.1257/jep.37.1.101

S&P Global Flash US Composite PMI™
https://www.pmi.spglobal.com/Public/Home/PressRelease/3bfc5a90d9d2416a8f6709f78f90d014

HCOB Flash Eurozone PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/47840ba665f24e19b896088b4d160c6b

HCOB Flash Germany PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/89529aecf6ec4de5bf1698ea086999fb

Eurodollar University's Money & Macro Analysis
Twitter: https://twitter.com/JeffSnider_AIP

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No When WIll It END? 553 553 When WIll It END? full e41682c1-7a07-47a8-a38c-ea00b5c1c596 https://share.transistor.fm/s/28b539b6 Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Tue, 22 Aug 2023 09:03:30 -0400 Jeff Snider Jeff Snider 1128 Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No temp 552 552 temp full b66a63e0-49dd-4190-917f-387c83fc12b2 https://share.transistor.fm/s/2dd88ebf Sun, 20 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1011 Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We HAVE To Talk About the Bond Market!! 551 551 We HAVE To Talk About the Bond Market!! full 39b6df2a-944f-47be-b8ab-8b7d658aa4b5 https://share.transistor.fm/s/c96d1474 https://event.webinarjam.com/channel/eurodollaruniversity
Check out my FREE Webinar here 

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #japan #trade #jpy 
Today's lackluster 20-year JGB auction has many wondering if there really is a demand issue for governments, especially after last week's 30-year UST sale (which really wasn't a big deal). It at least raises the question of whether or not a bear steepening in government bonds has ever happened before. Recent data from the US as well as Japan simply reinforce the uncertainty across financial as well as economic dimensions. 

Eurodollar University's Money & Macro Analysis

Conference Board Leading Indicators
https://www.conference-board.org/topics/us-leading-indicators

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN

]]> https://event.webinarjam.com/channel/eurodollaruniversity
Check out my FREE Webinar here 

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #japan #trade #jpy 
Today's lackluster 20-year JGB auction has many wondering if there really is a demand issue for governments, especially after last week's 30-year UST sale (which really wasn't a big deal). It at least raises the question of whether or not a bear steepening in government bonds has ever happened before. Recent data from the US as well as Japan simply reinforce the uncertainty across financial as well as economic dimensions. 

Eurodollar University's Money & Macro Analysis

Conference Board Leading Indicators
https://www.conference-board.org/topics/us-leading-indicators

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN

]]> Fri, 18 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1136 https://event.webinarjam.com/channel/eurodollaruniversity
Check out my FREE Webinar here 

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  #japan #trade #jpy 
Today's lackluster 20-year JGB auction has many wondering if there really is a demand issue for governments, especially after last week's 30-year UST sale (which really wasn't a big deal). It at least raises the question of whether or not a bear steepening in government bonds has ever happened before. Recent data from the US as well as Japan simply reinforce the uncertainty across financial as well as economic dimensions. 

Eurodollar University's Money & Macro Analysis

Conference Board Leading Indicators
https://www.conference-board.org/topics/us-leading-indicators

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What Do We Do NOW?! 550 550 What Do We Do NOW?! full 48e9ea11-1a80-4888-b5cb-16370839cb03 https://share.transistor.fm/s/1e2c8774 If you would like to see an exclusive webinar talking about stuff I cannot on YouTube, please check it out here:
https://event.webinarjam.com/channel/eurdollaruniversity

Last few days of the EDU membership/subscription sale:
https://www.eurodollar.university/memberssubscriptions

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  
Back and forth all year; two years, actually. No recession. Recession. Soft landing, Bank crisis contraction. Right back to soft landing again. Where do we go for something to anchor on to given so much uncertainty? For all the back and forth, there's been an unmistakable and remarkable consistency in it. 

Eurodollar University's Money & Macro Analysis

RECOVERING EXPECTATIONS OF CONSUMPTION GROWTH FROM AN EQUILIBRIUM MODEL OF THE TERM STRUCTURE OF INTEREST RATES
https://people.duke.edu/~charvey/Research/Thesis/Thesis.pdf

Bloomberg: Economist Says His Indicator That Predicted Eight US Recessions Is Wrong This Year
https://www.bloomberg.com/news/articles/2023-01-04/pioneering-yield-curve-economist-sees-us-able-to-dodge-recession

WSJ: Pro Take: Yield-Curve Pioneer Says This Recession Warning Is Real
https://www.wsj.com/articles/pro-take-yield-curve-pioneer-says-this-inversion-warning-is-real-ac0b606

Near Term Forward Spread:
https://www.neartermforwardspread.com/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> If you would like to see an exclusive webinar talking about stuff I cannot on YouTube, please check it out here:
https://event.webinarjam.com/channel/eurdollaruniversity

Last few days of the EDU membership/subscription sale:
https://www.eurodollar.university/memberssubscriptions

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  
Back and forth all year; two years, actually. No recession. Recession. Soft landing, Bank crisis contraction. Right back to soft landing again. Where do we go for something to anchor on to given so much uncertainty? For all the back and forth, there's been an unmistakable and remarkable consistency in it. 

Eurodollar University's Money & Macro Analysis

RECOVERING EXPECTATIONS OF CONSUMPTION GROWTH FROM AN EQUILIBRIUM MODEL OF THE TERM STRUCTURE OF INTEREST RATES
https://people.duke.edu/~charvey/Research/Thesis/Thesis.pdf

Bloomberg: Economist Says His Indicator That Predicted Eight US Recessions Is Wrong This Year
https://www.bloomberg.com/news/articles/2023-01-04/pioneering-yield-curve-economist-sees-us-able-to-dodge-recession

WSJ: Pro Take: Yield-Curve Pioneer Says This Recession Warning Is Real
https://www.wsj.com/articles/pro-take-yield-curve-pioneer-says-this-inversion-warning-is-real-ac0b606

Near Term Forward Spread:
https://www.neartermforwardspread.com/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Thu, 17 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1036 If you would like to see an exclusive webinar talking about stuff I cannot on YouTube, please check it out here:
https://event.webinarjam.com/channel/eurdollaruniversity

Last few days of the EDU membership/subscription sale:
https://www.eurodollar.university/memberssubscriptions

#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve  
Back and forth all year; two years, actually. No recession. Recession. Soft landing, Bank crisis contraction. Right back to soft landing again. Where do we go for something to anchor on to given so much uncertainty? For all the back and forth, there's been an unmistakable and remarkable consistency in it. 

Eurodollar University's Money & Macro Analysis

RECOVERING EXPECTATIONS OF CONSUMPTION GROWTH FROM AN EQUILIBRIUM MODEL OF THE TERM STRUCTURE OF INTEREST RATES
https://people.duke.edu/~charvey/Research/Thesis/Thesis.pdf

Bloomberg: Economist Says His Indicator That Predicted Eight US Recessions Is Wrong This Year
https://www.bloomberg.com/news/articles/2023-01-04/pioneering-yield-curve-economist-sees-us-able-to-dodge-recession

WSJ: Pro Take: Yield-Curve Pioneer Says This Recession Warning Is Real
https://www.wsj.com/articles/pro-take-yield-curve-pioneer-says-this-inversion-warning-is-real-ac0b606

Near Term Forward Spread:
https://www.neartermforwardspread.com/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Is Getting Scary... China Is Getting WAY WORSE Than Expected 549 549 This Is Getting Scary... China Is Getting WAY WORSE Than Expected full d3478156-8191-4465-9dc7-efd550b496a0 https://share.transistor.fm/s/59d1b5cd #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #china #yuan #rmb #cny #japan #jpy #yen
China really is gloomy, but is there hope in Japan for a boom? Not so fast. Though Japanese GDP surged the economy there actually went the other way. A big reason why is the increasingly dangerous slide in China. This has even unnerved Beijing - the PBOC panicked into an unscheduled rate cut (pair of them) and the NBS yanked the youth unemployment rate altogether. 

EURODOLLAR UNIVERSITY SEPTEMBER 1 WEBINAR
https://event.webinarjam.com/channel/eurdollaruniversity

Eurodollar University's Money & Macro Analysis

Bloomberg: Japan’s Huge GDP Beat Driven by Exports as Domestic Demand Falls
https://www.bloomberg.com/news/articles/2023-08-14/japan-s-economy-expands-more-than-expected-signaling-resilience

China Daily:
https://www.chinadaily.com.cn/a/202308/15/WS64db0857a31035260b81c3ea.html
NBS suspends release of youth unemployment rate

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg

]]> #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #china #yuan #rmb #cny #japan #jpy #yen
China really is gloomy, but is there hope in Japan for a boom? Not so fast. Though Japanese GDP surged the economy there actually went the other way. A big reason why is the increasingly dangerous slide in China. This has even unnerved Beijing - the PBOC panicked into an unscheduled rate cut (pair of them) and the NBS yanked the youth unemployment rate altogether. 

EURODOLLAR UNIVERSITY SEPTEMBER 1 WEBINAR
https://event.webinarjam.com/channel/eurdollaruniversity

Eurodollar University's Money & Macro Analysis

Bloomberg: Japan’s Huge GDP Beat Driven by Exports as Domestic Demand Falls
https://www.bloomberg.com/news/articles/2023-08-14/japan-s-economy-expands-more-than-expected-signaling-resilience

China Daily:
https://www.chinadaily.com.cn/a/202308/15/WS64db0857a31035260b81c3ea.html
NBS suspends release of youth unemployment rate

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg

]]> Wed, 16 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1056 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #china #yuan #rmb #cny #japan #jpy #yen
China really is gloomy, but is there hope in Japan for a boom? Not so fast. Though Japanese GDP surged the economy there actually went the other way. A big reason why is the increasingly dangerous slide in China. This has even unnerved Beijing - the PBOC panicked into an unscheduled rate cut (pair of them) and the NBS yanked the youth unemployment rate altogether. 

EURODOLLAR UNIVERSITY SEPTEMBER 1 WEBINAR
https://event.webinarjam.com/channel/eurdollaruniversity

Eurodollar University's Money & Macro Analysis

Bloomberg: Japan’s Huge GDP Beat Driven by Exports as Domestic Demand Falls
https://www.bloomberg.com/news/articles/2023-08-14/japan-s-economy-expands-more-than-expected-signaling-resilience

China Daily:
https://www.chinadaily.com.cn/a/202308/15/WS64db0857a31035260b81c3ea.html
NBS suspends release of youth unemployment rate

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Dollar Is Starting To MOVE... What This Means For YOU 548 548 The Dollar Is Starting To MOVE... What This Means For YOU full 92f945bb-d69f-43c7-a1e1-fe3174b28808 https://share.transistor.fm/s/0bb6dcb9 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #china #yuan #rmb #cny #india #rupee 
It's not just China's yuan which is experiencing serious turmoil. Now India's rupee has been drawn into the growing maelstrom, too. In both cases, both country's central banks are being forced to alter their currency tactics. Why now? That's the question since we already know the answer to why the dollar is being bullish. 

Eurodollar University's Money & Macro Analysis

AP: ‘Bad situation’: Soaring US dollar spreads pain worldwide
https://apnews.com/article/inflation-middle-east-africa-business-global-trade-bee68344b1812dd48ca9c0735395b868

Bruno & Shin: Capital Flows and the Risk-Taking Channel of Monetary Policy
https://www.princeton.edu/~ceps/workingpapers/237b%20shin.pdf

Reuters: Indian rupee strengthens on dollar weakness, likely RBI intervention
https://www.reuters.com/world/india/indian-rupee-strengthens-dollar-weakness-likely-rbi-intervention-2023-08-10/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #china #yuan #rmb #cny #india #rupee 
It's not just China's yuan which is experiencing serious turmoil. Now India's rupee has been drawn into the growing maelstrom, too. In both cases, both country's central banks are being forced to alter their currency tactics. Why now? That's the question since we already know the answer to why the dollar is being bullish. 

Eurodollar University's Money & Macro Analysis

AP: ‘Bad situation’: Soaring US dollar spreads pain worldwide
https://apnews.com/article/inflation-middle-east-africa-business-global-trade-bee68344b1812dd48ca9c0735395b868

Bruno & Shin: Capital Flows and the Risk-Taking Channel of Monetary Policy
https://www.princeton.edu/~ceps/workingpapers/237b%20shin.pdf

Reuters: Indian rupee strengthens on dollar weakness, likely RBI intervention
https://www.reuters.com/world/india/indian-rupee-strengthens-dollar-weakness-likely-rbi-intervention-2023-08-10/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Tue, 15 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1092 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #china #yuan #rmb #cny #india #rupee 
It's not just China's yuan which is experiencing serious turmoil. Now India's rupee has been drawn into the growing maelstrom, too. In both cases, both country's central banks are being forced to alter their currency tactics. Why now? That's the question since we already know the answer to why the dollar is being bullish. 

Eurodollar University's Money & Macro Analysis

AP: ‘Bad situation’: Soaring US dollar spreads pain worldwide
https://apnews.com/article/inflation-middle-east-africa-business-global-trade-bee68344b1812dd48ca9c0735395b868

Bruno & Shin: Capital Flows and the Risk-Taking Channel of Monetary Policy
https://www.princeton.edu/~ceps/workingpapers/237b%20shin.pdf

Reuters: Indian rupee strengthens on dollar weakness, likely RBI intervention
https://www.reuters.com/world/india/indian-rupee-strengthens-dollar-weakness-likely-rbi-intervention-2023-08-10/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The word is: LIQUIDITY. 547 547 The word is: LIQUIDITY. full 7d7b3b2b-7dbb-4922-9dda-240734f1f61e https://share.transistor.fm/s/6acd44eb #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #loans #CRE #commercialrealestate #CMBS #ustreasuries #yieldcurve 
Are there too many Treasuries? You hear this all the time and while Uncle Sam has spent and borrowed more than human imagination can conceive the reason why the feds are able to is safety and liquidity come first. In 2023, we can see why that would be the case especially as more cracks emerge in key markets. 

Eurodollar University's weekly conversation w/Steve Van Metre

BNNBloomberg: Property Loans Are So Unappealing That Banks Want to Dump Them
https://www.bnnbloomberg.ca/property-loans-are-so-unappealing-that-banks-want-to-dump-them-1.1955910

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #loans #CRE #commercialrealestate #CMBS #ustreasuries #yieldcurve 
Are there too many Treasuries? You hear this all the time and while Uncle Sam has spent and borrowed more than human imagination can conceive the reason why the feds are able to is safety and liquidity come first. In 2023, we can see why that would be the case especially as more cracks emerge in key markets. 

Eurodollar University's weekly conversation w/Steve Van Metre

BNNBloomberg: Property Loans Are So Unappealing That Banks Want to Dump Them
https://www.bnnbloomberg.ca/property-loans-are-so-unappealing-that-banks-want-to-dump-them-1.1955910

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Mon, 14 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1013 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #loans #CRE #commercialrealestate #CMBS #ustreasuries #yieldcurve 
Are there too many Treasuries? You hear this all the time and while Uncle Sam has spent and borrowed more than human imagination can conceive the reason why the feds are able to is safety and liquidity come first. In 2023, we can see why that would be the case especially as more cracks emerge in key markets. 

Eurodollar University's weekly conversation w/Steve Van Metre

BNNBloomberg: Property Loans Are So Unappealing That Banks Want to Dump Them
https://www.bnnbloomberg.ca/property-loans-are-so-unappealing-that-banks-want-to-dump-them-1.1955910

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Is WORSE Than We FEARED 546 546 This Is WORSE Than We FEARED full a089c4e3-9d0a-430c-9ef0-1e56df42d637 https://share.transistor.fm/s/f59999b0 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #china #lending #yuan #rmb #cny #loans
China's efforts to control or stabilize its currency are failing because the Chinese system has itself become highly unstable. July 2023 lending data shows an alarming drop in credit across all types, indicating a growing credit problem exacerbating an economic and financial system already more than flirting with deflation triggered in full part by worsening global recession conditions. 

Eurodollar University's Money & Macro Analysis

FT: China’s rapid reopening will stir the global economy
https://www.ft.com/content/cb5365eb-0b52-45ac-9870-923878aeb910

Bloomberg: Next China: A Deflation Gift
https://www.bloomberg.com/news/newsletters/2023-08-11/why-deflation-could-become-a-welcomed-chinese-export-next-china

CNNBusiness: Chinese property giant Country Garden warns of $7.6 billion loss as it nears default
https://www.cnn.com/2023/08/11/investing/china-country-garden-loss-warning-intl-hnk/index.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg

]]> #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #china #lending #yuan #rmb #cny #loans
China's efforts to control or stabilize its currency are failing because the Chinese system has itself become highly unstable. July 2023 lending data shows an alarming drop in credit across all types, indicating a growing credit problem exacerbating an economic and financial system already more than flirting with deflation triggered in full part by worsening global recession conditions. 

Eurodollar University's Money & Macro Analysis

FT: China’s rapid reopening will stir the global economy
https://www.ft.com/content/cb5365eb-0b52-45ac-9870-923878aeb910

Bloomberg: Next China: A Deflation Gift
https://www.bloomberg.com/news/newsletters/2023-08-11/why-deflation-could-become-a-welcomed-chinese-export-next-china

CNNBusiness: Chinese property giant Country Garden warns of $7.6 billion loss as it nears default
https://www.cnn.com/2023/08/11/investing/china-country-garden-loss-warning-intl-hnk/index.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg

]]> Sun, 13 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1102 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #china #lending #yuan #rmb #cny #loans
China's efforts to control or stabilize its currency are failing because the Chinese system has itself become highly unstable. July 2023 lending data shows an alarming drop in credit across all types, indicating a growing credit problem exacerbating an economic and financial system already more than flirting with deflation triggered in full part by worsening global recession conditions. 

Eurodollar University's Money & Macro Analysis

FT: China’s rapid reopening will stir the global economy
https://www.ft.com/content/cb5365eb-0b52-45ac-9870-923878aeb910

Bloomberg: Next China: A Deflation Gift
https://www.bloomberg.com/news/newsletters/2023-08-11/why-deflation-could-become-a-welcomed-chinese-export-next-china

CNNBusiness: Chinese property giant Country Garden warns of $7.6 billion loss as it nears default
https://www.cnn.com/2023/08/11/investing/china-country-garden-loss-warning-intl-hnk/index.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No There is MORE Coming... 545 545 There is MORE Coming... full 62b3725e-e2a6-45dc-a606-54e6e4fcad47 https://share.transistor.fm/s/f6d1383e #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity 
Another thoroughly disinflationary headline CPI joined for a second month by its core component. Not only that, strengthening hints of deflation are becoming more frequent in the details, too. And if that wasn't enough, China's CPI falls negative and its PPI alarmingly goes further on the bad side, too. 

Eurodollar University's Money & Macro Analysis

Project Syndicate: M El-Erian
https://www.project-syndicate.org/commentary/why-the-resurgent-transitory-inflation-narrative-is-dangerous-by-mohamed-a-el-erian-2023-02

Tweet by M El-Erian
https://twitter.com/elerianm/status/1689617154608623616

CNBC: July CPI report shows inflation gauge rose 3.2%, less than expected
https://www.cnbc.com/2023/08/10/cpi-inflation-july-2023-.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity 
Another thoroughly disinflationary headline CPI joined for a second month by its core component. Not only that, strengthening hints of deflation are becoming more frequent in the details, too. And if that wasn't enough, China's CPI falls negative and its PPI alarmingly goes further on the bad side, too. 

Eurodollar University's Money & Macro Analysis

Project Syndicate: M El-Erian
https://www.project-syndicate.org/commentary/why-the-resurgent-transitory-inflation-narrative-is-dangerous-by-mohamed-a-el-erian-2023-02

Tweet by M El-Erian
https://twitter.com/elerianm/status/1689617154608623616

CNBC: July CPI report shows inflation gauge rose 3.2%, less than expected
https://www.cnbc.com/2023/08/10/cpi-inflation-july-2023-.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Fri, 11 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1100 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity 
Another thoroughly disinflationary headline CPI joined for a second month by its core component. Not only that, strengthening hints of deflation are becoming more frequent in the details, too. And if that wasn't enough, China's CPI falls negative and its PPI alarmingly goes further on the bad side, too. 

Eurodollar University's Money & Macro Analysis

Project Syndicate: M El-Erian
https://www.project-syndicate.org/commentary/why-the-resurgent-transitory-inflation-narrative-is-dangerous-by-mohamed-a-el-erian-2023-02

Tweet by M El-Erian
https://twitter.com/elerianm/status/1689617154608623616

CNBC: July CPI report shows inflation gauge rose 3.2%, less than expected
https://www.cnbc.com/2023/08/10/cpi-inflation-july-2023-.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Day STOPPED The World: August 9th 2007 544 544 This Day STOPPED The World: August 9th 2007 full 1bf3013e-86b3-4703-8120-9458b8731c32 https://share.transistor.fm/s/d6aef67e #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity 
August 9, 2007, is a date that should live in infamy but doesn't - not yet. Hardly anyone knows what happened or why it is today still so important and relevant. Amidst a banking crisis that hasn't gone away, Moody's gave us a reminder of it yesterday, understanding what went on and what came after is crucial. 

Eurodollar University's Money & Macro Analysis

RCM: Anniversary of a Market Event That Changed Everything
https://www.realclearmarkets.com/articles/2014/08/08/anniversary_of_a_panic_that_changed_everything_101216.html

Reuters: BNP freezes $2.2 bln of funds over subprime
https://www.reuters.com/article/us-bnpparibas-subprime-funds-idUSWEB612920070809

FRBNY Liberty Street Economics: Did the Fed’s Term Auction Facility Work?
https://libertystreeteconomics.newyorkfed.org/2011/10/did-the-feds-term-auction-facility-work/

CNBC: Moody’s cuts ratings of 10 U.S. banks and puts some big names on downgrade watch
https://www.cnbc.com/2023/08/08/moodys-cuts-ratings-of-10-us-banks-and-puts-some-big-names-on-downgrade-watch.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity 
August 9, 2007, is a date that should live in infamy but doesn't - not yet. Hardly anyone knows what happened or why it is today still so important and relevant. Amidst a banking crisis that hasn't gone away, Moody's gave us a reminder of it yesterday, understanding what went on and what came after is crucial. 

Eurodollar University's Money & Macro Analysis

RCM: Anniversary of a Market Event That Changed Everything
https://www.realclearmarkets.com/articles/2014/08/08/anniversary_of_a_panic_that_changed_everything_101216.html

Reuters: BNP freezes $2.2 bln of funds over subprime
https://www.reuters.com/article/us-bnpparibas-subprime-funds-idUSWEB612920070809

FRBNY Liberty Street Economics: Did the Fed’s Term Auction Facility Work?
https://libertystreeteconomics.newyorkfed.org/2011/10/did-the-feds-term-auction-facility-work/

CNBC: Moody’s cuts ratings of 10 U.S. banks and puts some big names on downgrade watch
https://www.cnbc.com/2023/08/08/moodys-cuts-ratings-of-10-us-banks-and-puts-some-big-names-on-downgrade-watch.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Thu, 10 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1125 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity 
August 9, 2007, is a date that should live in infamy but doesn't - not yet. Hardly anyone knows what happened or why it is today still so important and relevant. Amidst a banking crisis that hasn't gone away, Moody's gave us a reminder of it yesterday, understanding what went on and what came after is crucial. 

Eurodollar University's Money & Macro Analysis

RCM: Anniversary of a Market Event That Changed Everything
https://www.realclearmarkets.com/articles/2014/08/08/anniversary_of_a_panic_that_changed_everything_101216.html

Reuters: BNP freezes $2.2 bln of funds over subprime
https://www.reuters.com/article/us-bnpparibas-subprime-funds-idUSWEB612920070809

FRBNY Liberty Street Economics: Did the Fed’s Term Auction Facility Work?
https://libertystreeteconomics.newyorkfed.org/2011/10/did-the-feds-term-auction-facility-work/

CNBC: Moody’s cuts ratings of 10 U.S. banks and puts some big names on downgrade watch
https://www.cnbc.com/2023/08/08/moodys-cuts-ratings-of-10-us-banks-and-puts-some-big-names-on-downgrade-watch.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China's NEW World-Altering Decision 543 543 China's NEW World-Altering Decision full d82f5e06-8b96-4399-aeae-d828d0f7fc57 https://share.transistor.fm/s/8f51cead #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #china #trade 
Just plain ugliness from China today, first with economic statistics that weren't just the worst since 2009 they are now becoming like 2009. Second, CNY keeps pushing lower to the point the PBOC may be forced to alter its attempt to stabilize China's currency against heavier deflationary and recession eurodollar pressures. This isn't just about the dire shape of the Chinese system, either, rather an accurate reflection of so much negative global potential that is less and less mere potential. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Deflation Threat Grows as Companies Cut Prices to Survive
https://www.bloomberg.com/news/articles/2023-08-07/china-deflation-threat-grows-as-companies-cut-prices-to-survive

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #china #trade 
Just plain ugliness from China today, first with economic statistics that weren't just the worst since 2009 they are now becoming like 2009. Second, CNY keeps pushing lower to the point the PBOC may be forced to alter its attempt to stabilize China's currency against heavier deflationary and recession eurodollar pressures. This isn't just about the dire shape of the Chinese system, either, rather an accurate reflection of so much negative global potential that is less and less mere potential. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Deflation Threat Grows as Companies Cut Prices to Survive
https://www.bloomberg.com/news/articles/2023-08-07/china-deflation-threat-grows-as-companies-cut-prices-to-survive

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Wed, 09 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1038 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #china #trade 
Just plain ugliness from China today, first with economic statistics that weren't just the worst since 2009 they are now becoming like 2009. Second, CNY keeps pushing lower to the point the PBOC may be forced to alter its attempt to stabilize China's currency against heavier deflationary and recession eurodollar pressures. This isn't just about the dire shape of the Chinese system, either, rather an accurate reflection of so much negative global potential that is less and less mere potential. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Deflation Threat Grows as Companies Cut Prices to Survive
https://www.bloomberg.com/news/articles/2023-08-07/china-deflation-threat-grows-as-companies-cut-prices-to-survive

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It Will ALL Be Over In 2024 542 542 It Will ALL Be Over In 2024 full 513aa763-73e4-4ee8-8845-77d3fd94bf43 https://share.transistor.fm/s/7cc970b6 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #jobs #employment #unemployment 
The second half of 2023 just isn't rebounding like so many have hoped. The inventory cycle continues to plague most of the world and is set to get worse not better. The yield curve has shifted to reflect that strong possibility; made stronger by the credit crunch which shows no signs of letting up through the first month of H2.

Eurodollar University's Money & Macro Analysis

A.P. Moller - Maersk reports robust Q2 financial results in difficult market conditions
https://www.maersk.com/news/articles/2023/08/04/maersk-reports-robust-q2-financial-results-in-difficult-market-conditions

Bloomberg: BofA Clients Turn Cautious, Flee From Stocks on Recession Risks
https://www.bloomberg.com/news/articles/2023-08-04/bofa-clients-turn-cautious-flee-from-stocks-amid-recession-risk

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV

]]> #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #jobs #employment #unemployment 
The second half of 2023 just isn't rebounding like so many have hoped. The inventory cycle continues to plague most of the world and is set to get worse not better. The yield curve has shifted to reflect that strong possibility; made stronger by the credit crunch which shows no signs of letting up through the first month of H2.

Eurodollar University's Money & Macro Analysis

A.P. Moller - Maersk reports robust Q2 financial results in difficult market conditions
https://www.maersk.com/news/articles/2023/08/04/maersk-reports-robust-q2-financial-results-in-difficult-market-conditions

Bloomberg: BofA Clients Turn Cautious, Flee From Stocks on Recession Risks
https://www.bloomberg.com/news/articles/2023-08-04/bofa-clients-turn-cautious-flee-from-stocks-amid-recession-risk

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV

]]> Tue, 08 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1044 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #jobs #employment #unemployment 
The second half of 2023 just isn't rebounding like so many have hoped. The inventory cycle continues to plague most of the world and is set to get worse not better. The yield curve has shifted to reflect that strong possibility; made stronger by the credit crunch which shows no signs of letting up through the first month of H2.

Eurodollar University's Money & Macro Analysis

A.P. Moller - Maersk reports robust Q2 financial results in difficult market conditions
https://www.maersk.com/news/articles/2023/08/04/maersk-reports-robust-q2-financial-results-in-difficult-market-conditions

Bloomberg: BofA Clients Turn Cautious, Flee From Stocks on Recession Risks
https://www.bloomberg.com/news/articles/2023-08-04/bofa-clients-turn-cautious-flee-from-stocks-amid-recession-risk

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What is Inflation? What EVERYONE Gets WRONG 541 541 What is Inflation? What EVERYONE Gets WRONG full 4628a041-9715-4e7b-965c-888db37bab4d https://share.transistor.fm/s/21762ae5 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #jobs #employment #unemployment #supplyshock
People hate the word "transitory" because they naturally believe a couple years wouldn't qualify under it. Yet, supply shocks historically take that much time and the current one we are experiencing is following that pattern very closely. What matters now, however, is what comes next. The data not only confirms the supply shock, it also holds a serious warning as to that next step.

Eurodollar University's Money & Macro Analysis

Jeff's Interview w/Erik Townsend on MacroVoices
https://youtu.be/Zr578T08l7c
https://t.co/ZGaW1CSQ0M

Time: Ketchup Shortage
https://time.com/6072227/miguel-patricio-ceo-kraft-heinz-ketchup-shortage/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7
Epoch Times Columns: https://bit.ly/39ESkRf

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #jobs #employment #unemployment #supplyshock
People hate the word "transitory" because they naturally believe a couple years wouldn't qualify under it. Yet, supply shocks historically take that much time and the current one we are experiencing is following that pattern very closely. What matters now, however, is what comes next. The data not only confirms the supply shock, it also holds a serious warning as to that next step.

Eurodollar University's Money & Macro Analysis

Jeff's Interview w/Erik Townsend on MacroVoices
https://youtu.be/Zr578T08l7c
https://t.co/ZGaW1CSQ0M

Time: Ketchup Shortage
https://time.com/6072227/miguel-patricio-ceo-kraft-heinz-ketchup-shortage/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7
Epoch Times Columns: https://bit.ly/39ESkRf

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Mon, 07 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1090 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #jobs #employment #unemployment #supplyshock
People hate the word "transitory" because they naturally believe a couple years wouldn't qualify under it. Yet, supply shocks historically take that much time and the current one we are experiencing is following that pattern very closely. What matters now, however, is what comes next. The data not only confirms the supply shock, it also holds a serious warning as to that next step.

Eurodollar University's Money & Macro Analysis

Jeff's Interview w/Erik Townsend on MacroVoices
https://youtu.be/Zr578T08l7c
https://t.co/ZGaW1CSQ0M

Time: Ketchup Shortage
https://time.com/6072227/miguel-patricio-ceo-kraft-heinz-ketchup-shortage/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7
Epoch Times Columns: https://bit.ly/39ESkRf

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It Just Happened...The JOB MARKET JUST BROKE!! 540 540 It Just Happened...The JOB MARKET JUST BROKE!! full 7e0a90fa-a063-47fa-9047-01064fd78846 https://share.transistor.fm/s/b7714ff8 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #jobs #employment #unemployment 
Payroll report for July wasn't just about July's payrolls. Instead, major downward revisions to every single month this year consistent with a serious enough downturn in the labor market. Plus, hours continue to contract while cyclical industries are right on the edge of mass layoffs. 

Eurodollar University's Money & Macro Analysis

CNBC: Payrolls rose 339,000 in May, much better than expected in resilient labor market
https://www.cnbc.com/2023/06/02/jobs-report-may-2023-.html

FRB St Louis: Are Unemployment Data Revisions Biased?
https://research.stlouisfed.org/publications/employment-research/are-unemployment-data-revisions-biased

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #jobs #employment #unemployment 
Payroll report for July wasn't just about July's payrolls. Instead, major downward revisions to every single month this year consistent with a serious enough downturn in the labor market. Plus, hours continue to contract while cyclical industries are right on the edge of mass layoffs. 

Eurodollar University's Money & Macro Analysis

CNBC: Payrolls rose 339,000 in May, much better than expected in resilient labor market
https://www.cnbc.com/2023/06/02/jobs-report-may-2023-.html

FRB St Louis: Are Unemployment Data Revisions Biased?
https://research.stlouisfed.org/publications/employment-research/are-unemployment-data-revisions-biased

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Sun, 06 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1091 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #jobs #employment #unemployment 
Payroll report for July wasn't just about July's payrolls. Instead, major downward revisions to every single month this year consistent with a serious enough downturn in the labor market. Plus, hours continue to contract while cyclical industries are right on the edge of mass layoffs. 

Eurodollar University's Money & Macro Analysis

CNBC: Payrolls rose 339,000 in May, much better than expected in resilient labor market
https://www.cnbc.com/2023/06/02/jobs-report-may-2023-.html

FRB St Louis: Are Unemployment Data Revisions Biased?
https://research.stlouisfed.org/publications/employment-research/are-unemployment-data-revisions-biased

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BREAKING NEWS SHOWS 77.6% Of US Job Market is IN DANGER 539 539 BREAKING NEWS SHOWS 77.6% Of US Job Market is IN DANGER full aa00249f-0775-4882-8936-74677cb3f387 https://share.transistor.fm/s/ef65666a #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider 
Popular perception suggests services industries are insulated from macro problems plaguing manufacturers. While that may have been true at one time perhaps long ago, it wasn't true in '08 nor would it be today. If anything, service providers are even more closely linked to goods now than ever - many goods won't even function without services. Fewer sales of items, fewer service contracts and then fewer service jobs. 

Eurodollar University's Money & Macro Analysis

Chairman Ben S. Bernanke At the International Monetary Conference, Barcelona, Spain (via satellite)
https://www.federalreserve.gov/newsevents/speech/bernanke20080603a.htm

FOMC Transcript June 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080625meeting.pdf

J.P.Morgan Global Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/3271b887e7634ea9bd6845578aa62a3b

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider 
Popular perception suggests services industries are insulated from macro problems plaguing manufacturers. While that may have been true at one time perhaps long ago, it wasn't true in '08 nor would it be today. If anything, service providers are even more closely linked to goods now than ever - many goods won't even function without services. Fewer sales of items, fewer service contracts and then fewer service jobs. 

Eurodollar University's Money & Macro Analysis

Chairman Ben S. Bernanke At the International Monetary Conference, Barcelona, Spain (via satellite)
https://www.federalreserve.gov/newsevents/speech/bernanke20080603a.htm

FOMC Transcript June 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080625meeting.pdf

J.P.Morgan Global Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/3271b887e7634ea9bd6845578aa62a3b

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Fri, 04 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1100 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider 
Popular perception suggests services industries are insulated from macro problems plaguing manufacturers. While that may have been true at one time perhaps long ago, it wasn't true in '08 nor would it be today. If anything, service providers are even more closely linked to goods now than ever - many goods won't even function without services. Fewer sales of items, fewer service contracts and then fewer service jobs. 

Eurodollar University's Money & Macro Analysis

Chairman Ben S. Bernanke At the International Monetary Conference, Barcelona, Spain (via satellite)
https://www.federalreserve.gov/newsevents/speech/bernanke20080603a.htm

FOMC Transcript June 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080625meeting.pdf

J.P.Morgan Global Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/3271b887e7634ea9bd6845578aa62a3b

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No PREPARE for this $1.7 TRILLION EXPLOSION! 538 538 PREPARE for this $1.7 TRILLION EXPLOSION! full 57c746eb-f5b8-49a5-b8b2-d7b6e08e8cf7 https://share.transistor.fm/s/9baa2d0d #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #oil #gasoline #money #whatismoney #jeffsnider #treasury #debt 
Fitch downgrades US government debt as its fiscal woes are piling up. Why? The same reason American use of gasoline just nosedived. This is also the reason why the government has been able to continue borrowing all it wants despite its dramatically worsening credit profile. Demand for safety and liquidity in unsafe and illiquid times matters more than how broke Uncle Sam is getting to be.

Eurodollar University's Money & Macro Analysis

Fitch Downgrades the United States' Long-Term Ratings to 'AA+' from 'AAA'; Outlook Stable
https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.
#recession #inflation #deflation

]]> #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #oil #gasoline #money #whatismoney #jeffsnider #treasury #debt 
Fitch downgrades US government debt as its fiscal woes are piling up. Why? The same reason American use of gasoline just nosedived. This is also the reason why the government has been able to continue borrowing all it wants despite its dramatically worsening credit profile. Demand for safety and liquidity in unsafe and illiquid times matters more than how broke Uncle Sam is getting to be.

Eurodollar University's Money & Macro Analysis

Fitch Downgrades the United States' Long-Term Ratings to 'AA+' from 'AAA'; Outlook Stable
https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.
#recession #inflation #deflation

]]> Thu, 03 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1049 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #oil #gasoline #money #whatismoney #jeffsnider #treasury #debt 
Fitch downgrades US government debt as its fiscal woes are piling up. Why? The same reason American use of gasoline just nosedived. This is also the reason why the government has been able to continue borrowing all it wants despite its dramatically worsening credit profile. Demand for safety and liquidity in unsafe and illiquid times matters more than how broke Uncle Sam is getting to be.

Eurodollar University's Money & Macro Analysis

Fitch Downgrades the United States' Long-Term Ratings to 'AA+' from 'AAA'; Outlook Stable
https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.
#recession #inflation #deflation

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It's about to go off. 537 537 It's about to go off. full c6936f3a-3fbc-4a65-b712-8dc317403075 https://share.transistor.fm/s/5733b6d0 #deflation #recession #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse #china #layoffs #jobs 
Stocks are having a really good run, but why? Perceptions that rate hikes are coming to a close (correct) and the Fed has engineered a soft landing (not so much). What would spoil this illusion is a recession, though it will have to be confirmed by the labor market data first. Today's estimates indicate that's already happening. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7
Epoch Times Columns: https://bit.ly/39ESkRf

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #deflation #recession #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse #china #layoffs #jobs 
Stocks are having a really good run, but why? Perceptions that rate hikes are coming to a close (correct) and the Fed has engineered a soft landing (not so much). What would spoil this illusion is a recession, though it will have to be confirmed by the labor market data first. Today's estimates indicate that's already happening. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7
Epoch Times Columns: https://bit.ly/39ESkRf

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Wed, 02 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1093 #deflation #recession #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse #china #layoffs #jobs 
Stocks are having a really good run, but why? Perceptions that rate hikes are coming to a close (correct) and the Fed has engineered a soft landing (not so much). What would spoil this illusion is a recession, though it will have to be confirmed by the labor market data first. Today's estimates indicate that's already happening. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7
Epoch Times Columns: https://bit.ly/39ESkRf

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What just happened? 536 536 What just happened? full f75540b2-2fd2-4b16-b1da-3fef3fe1ffde https://share.transistor.fm/s/895b1f05 #yellow #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse #china
One of the largest trucking firms in the US, Yellow, is now formerly one of the largest trucking firms. Its story is the supply shock, general economy story in a nutshell. It was a fool's paradise that we now have to pay for. Most recent data shows the bill is already coming due and the costs are growing not the economy.

Eurodollar University's Money & Macro Analysis

Yellow’s CEO sees LTL in growth mode in opening SMC3 Connections conference
https://ajot.com/insights/full/ai-yellows-ceo-sees-ltl-in-growth-mode-in-opening-smc3-connections-conference

Yellow CEO Darren Hawkins: Q4 Earnings Show Carrier on Right Track
https://www.ttnews.com/articles/yellow-ceo-darren-hawkins-q4-earnings-show-carrier-right-track

Dallas Fed's Texas Manu Survey Comments
https://www.dallasfed.org/research/surveys/tmos/2023/2307#tab-comments

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #yellow #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse #china
One of the largest trucking firms in the US, Yellow, is now formerly one of the largest trucking firms. Its story is the supply shock, general economy story in a nutshell. It was a fool's paradise that we now have to pay for. Most recent data shows the bill is already coming due and the costs are growing not the economy.

Eurodollar University's Money & Macro Analysis

Yellow’s CEO sees LTL in growth mode in opening SMC3 Connections conference
https://ajot.com/insights/full/ai-yellows-ceo-sees-ltl-in-growth-mode-in-opening-smc3-connections-conference

Yellow CEO Darren Hawkins: Q4 Earnings Show Carrier on Right Track
https://www.ttnews.com/articles/yellow-ceo-darren-hawkins-q4-earnings-show-carrier-right-track

Dallas Fed's Texas Manu Survey Comments
https://www.dallasfed.org/research/surveys/tmos/2023/2307#tab-comments

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Tue, 01 Aug 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1110 #yellow #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse #china
One of the largest trucking firms in the US, Yellow, is now formerly one of the largest trucking firms. Its story is the supply shock, general economy story in a nutshell. It was a fool's paradise that we now have to pay for. Most recent data shows the bill is already coming due and the costs are growing not the economy.

Eurodollar University's Money & Macro Analysis

Yellow’s CEO sees LTL in growth mode in opening SMC3 Connections conference
https://ajot.com/insights/full/ai-yellows-ceo-sees-ltl-in-growth-mode-in-opening-smc3-connections-conference

Yellow CEO Darren Hawkins: Q4 Earnings Show Carrier on Right Track
https://www.ttnews.com/articles/yellow-ceo-darren-hawkins-q4-earnings-show-carrier-right-track

Dallas Fed's Texas Manu Survey Comments
https://www.dallasfed.org/research/surveys/tmos/2023/2307#tab-comments

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This should NOT be happening. 535 535 This should NOT be happening. full 56fdea72-b552-4715-927b-c69c43e8591f https://share.transistor.fm/s/45816be3 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse 
In July 2019, Fed Chairman Jay Powell told Congress he was increasingly worried major global weakness would envelope the US. As a result, the FOMC would vote to start cutting interest rates in a matter of weeks. Four years later, the FOMC is still hiking rates when the US and global economy is FAR weaker. How do we make sense of this?

Eurodollar University's weekly conversation w/Steve Van Metre

Semiannual Monetary Policy Report to the Congress
https://www.federalreserve.gov/newsevents/testimony/powell20190710a.htm

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse 
In July 2019, Fed Chairman Jay Powell told Congress he was increasingly worried major global weakness would envelope the US. As a result, the FOMC would vote to start cutting interest rates in a matter of weeks. Four years later, the FOMC is still hiking rates when the US and global economy is FAR weaker. How do we make sense of this?

Eurodollar University's weekly conversation w/Steve Van Metre

Semiannual Monetary Policy Report to the Congress
https://www.federalreserve.gov/newsevents/testimony/powell20190710a.htm

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Mon, 31 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1087 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse 
In July 2019, Fed Chairman Jay Powell told Congress he was increasingly worried major global weakness would envelope the US. As a result, the FOMC would vote to start cutting interest rates in a matter of weeks. Four years later, the FOMC is still hiking rates when the US and global economy is FAR weaker. How do we make sense of this?

Eurodollar University's weekly conversation w/Steve Van Metre

Semiannual Monetary Policy Report to the Congress
https://www.federalreserve.gov/newsevents/testimony/powell20190710a.htm

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No NEED ANYMORE PROOF?! 534 534 NEED ANYMORE PROOF?! full f182e05e-a1b8-4cbe-9753-e0908a1a5c54 https://share.transistor.fm/s/331accd9 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse 
The Goldilocks scenario is kept alive only through a fundamental misreading of the situation. New consumer price data from all over decisively shows the shift to disinflation. Here's what that actually means. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse 
The Goldilocks scenario is kept alive only through a fundamental misreading of the situation. New consumer price data from all over decisively shows the shift to disinflation. Here's what that actually means. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Sun, 30 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1062 #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse 
The Goldilocks scenario is kept alive only through a fundamental misreading of the situation. New consumer price data from all over decisively shows the shift to disinflation. Here's what that actually means. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV

DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This Is PROOF They Are Lying To Us!! 533 533 This Is PROOF They Are Lying To Us!! full 591070a1-b626-4a7f-9906-edae49512e3a https://share.transistor.fm/s/523d5057 #recession #inflation #china #deflation #interestrates #dollar #bank #money #economy #credit 
#jeffsnider #eurodollar #cpi #federalreserve #jeromepowell
The ECB and Fed have hiked rates while simultaneously citing elevated "inflation" risks and a high level of uncertainty around forecasts and results. If each economy is doing as well as is claimed, then uncertainty would be low. There is instead an almost bipolar division between outlooks; a serious and worsening downside risk only balanced by a perceived upside based on current statistics.  Including GDP.

Eurodollar University's Money & Macro Analysis

ECB Combined Monetary Policy Decisions and Statement
https://www.ecb.europa.eu/press/pressconf/shared/pdf/ecb.ds230727~9e147b657d.en.pdf?ca4da9a82a1174e4b5eb9adb5079b1c7

FOMC Press Conference Transcript July 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230726.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #recession #inflation #china #deflation #interestrates #dollar #bank #money #economy #credit 
#jeffsnider #eurodollar #cpi #federalreserve #jeromepowell
The ECB and Fed have hiked rates while simultaneously citing elevated "inflation" risks and a high level of uncertainty around forecasts and results. If each economy is doing as well as is claimed, then uncertainty would be low. There is instead an almost bipolar division between outlooks; a serious and worsening downside risk only balanced by a perceived upside based on current statistics.  Including GDP.

Eurodollar University's Money & Macro Analysis

ECB Combined Monetary Policy Decisions and Statement
https://www.ecb.europa.eu/press/pressconf/shared/pdf/ecb.ds230727~9e147b657d.en.pdf?ca4da9a82a1174e4b5eb9adb5079b1c7

FOMC Press Conference Transcript July 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230726.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Fri, 28 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1044 #recession #inflation #china #deflation #interestrates #dollar #bank #money #economy #credit 
#jeffsnider #eurodollar #cpi #federalreserve #jeromepowell
The ECB and Fed have hiked rates while simultaneously citing elevated "inflation" risks and a high level of uncertainty around forecasts and results. If each economy is doing as well as is claimed, then uncertainty would be low. There is instead an almost bipolar division between outlooks; a serious and worsening downside risk only balanced by a perceived upside based on current statistics.  Including GDP.

Eurodollar University's Money & Macro Analysis

ECB Combined Monetary Policy Decisions and Statement
https://www.ecb.europa.eu/press/pressconf/shared/pdf/ecb.ds230727~9e147b657d.en.pdf?ca4da9a82a1174e4b5eb9adb5079b1c7

FOMC Press Conference Transcript July 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230726.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We Have To discuss this IMMEDIATELY. 532 532 We Have To discuss this IMMEDIATELY. full ac09a6a0-dd2f-42d0-aa95-042900c3c862 https://share.transistor.fm/s/130fa2ed #china #europe #eurodollar #interestrates #lending #deflation #inflation 
Bank lending continues to contract in Europe as demand for loans there have plummeted to the worst in ECB's history (lending survey). The credit crunch is spreading and deepening meaning the European economy will more than struggle to get out of its recession, it will end up being shoved farther into it. And interest rates are not the reason why. On the contrary, interest rates are telling us what that reason is.  

Eurodollar University's Money & Macro Analysis

ECB: Euro Area Bank Lending Survey Q2 2023
https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2023q2~6d340c8db6.en.html

FOMC Transcript Conference Call October 5, 1979
https://www.federalreserve.gov/monetarypolicy/files/FOMC19791005confcall.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #china #europe #eurodollar #interestrates #lending #deflation #inflation 
Bank lending continues to contract in Europe as demand for loans there have plummeted to the worst in ECB's history (lending survey). The credit crunch is spreading and deepening meaning the European economy will more than struggle to get out of its recession, it will end up being shoved farther into it. And interest rates are not the reason why. On the contrary, interest rates are telling us what that reason is.  

Eurodollar University's Money & Macro Analysis

ECB: Euro Area Bank Lending Survey Q2 2023
https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2023q2~6d340c8db6.en.html

FOMC Transcript Conference Call October 5, 1979
https://www.federalreserve.gov/monetarypolicy/files/FOMC19791005confcall.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Thu, 27 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1120 #china #europe #eurodollar #interestrates #lending #deflation #inflation 
Bank lending continues to contract in Europe as demand for loans there have plummeted to the worst in ECB's history (lending survey). The credit crunch is spreading and deepening meaning the European economy will more than struggle to get out of its recession, it will end up being shoved farther into it. And interest rates are not the reason why. On the contrary, interest rates are telling us what that reason is.  

Eurodollar University's Money & Macro Analysis

ECB: Euro Area Bank Lending Survey Q2 2023
https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2023q2~6d340c8db6.en.html

FOMC Transcript Conference Call October 5, 1979
https://www.federalreserve.gov/monetarypolicy/files/FOMC19791005confcall.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Authorities realize the situation is beyond critical, but what else can they do? 531 531 Authorities realize the situation is beyond critical, but what else can they do? full f36115e4-438a-4bb8-9088-eb86354b07a6 https://share.transistor.fm/s/b306dc49 #dollar #cny #currency #deflation #recession #china 
China's PBOC FX interventions by themselves aren't having much luck which is why the central bank has directed commercial banks to assist, including earlier today with an aggressive push. The market weakness in the currency like the intervention is a warning of big problems and not just about China. Those were likewise acknowledged by the politburo in its mid-year assessment which offered little by way of solutions to these vexing and "grim" conditions. 

Eurodollar University's Money & Macro Analysis

Xinhua: CPC leadership holds symposium to seek advice on economic work
https://english.news.cn/20230724/a8ddc909cf8d4f1d96d1c44e67c99ff4/c.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #dollar #cny #currency #deflation #recession #china 
China's PBOC FX interventions by themselves aren't having much luck which is why the central bank has directed commercial banks to assist, including earlier today with an aggressive push. The market weakness in the currency like the intervention is a warning of big problems and not just about China. Those were likewise acknowledged by the politburo in its mid-year assessment which offered little by way of solutions to these vexing and "grim" conditions. 

Eurodollar University's Money & Macro Analysis

Xinhua: CPC leadership holds symposium to seek advice on economic work
https://english.news.cn/20230724/a8ddc909cf8d4f1d96d1c44e67c99ff4/c.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Wed, 26 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1125 #dollar #cny #currency #deflation #recession #china 
China's PBOC FX interventions by themselves aren't having much luck which is why the central bank has directed commercial banks to assist, including earlier today with an aggressive push. The market weakness in the currency like the intervention is a warning of big problems and not just about China. Those were likewise acknowledged by the politburo in its mid-year assessment which offered little by way of solutions to these vexing and "grim" conditions. 

Eurodollar University's Money & Macro Analysis

Xinhua: CPC leadership holds symposium to seek advice on economic work
https://english.news.cn/20230724/a8ddc909cf8d4f1d96d1c44e67c99ff4/c.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Latest global data paints even uglier picture of substantial deterioration and deflation. 530 530 Latest global data paints even uglier picture of substantial deterioration and deflation. full ea7e0bc6-91e7-4d12-822e-468abdfb448d https://share.transistor.fm/s/b9ab1e68 #recession #manufacturing #services #globaleconomy #deflation #inflation 
With Germany and Europe already struggling to escape from the earlier recession, most recent July data on forward-looking sentiment shows the situation worsening substantially over the months still ahead. In the US, PMI numbers indicate the same if not yet to the same degree and intensity. Becoming more globally synchronized and deflationary.

Eurodollar University's Money & Macro Analysis

Deutsche Bundesbank Monthly Report June 2023
https://www.bundesbank.de/resource/blob/911528/01ceb958008680074abe476534ae6288/mL/2023-06-prognose-data.pdf

HCOB Flash Germany PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/c23ef113fdfb4d149593c3b3d2840fe9

HCOB Flash Eurozone PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/3b7cae66963d47798b88889727023fd3

S&P Global Flash US Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/bbdd92c5f4a34bb5975b23263409ad3d

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #recession #manufacturing #services #globaleconomy #deflation #inflation 
With Germany and Europe already struggling to escape from the earlier recession, most recent July data on forward-looking sentiment shows the situation worsening substantially over the months still ahead. In the US, PMI numbers indicate the same if not yet to the same degree and intensity. Becoming more globally synchronized and deflationary.

Eurodollar University's Money & Macro Analysis

Deutsche Bundesbank Monthly Report June 2023
https://www.bundesbank.de/resource/blob/911528/01ceb958008680074abe476534ae6288/mL/2023-06-prognose-data.pdf

HCOB Flash Germany PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/c23ef113fdfb4d149593c3b3d2840fe9

HCOB Flash Eurozone PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/3b7cae66963d47798b88889727023fd3

S&P Global Flash US Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/bbdd92c5f4a34bb5975b23263409ad3d

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Tue, 25 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1107 #recession #manufacturing #services #globaleconomy #deflation #inflation 
With Germany and Europe already struggling to escape from the earlier recession, most recent July data on forward-looking sentiment shows the situation worsening substantially over the months still ahead. In the US, PMI numbers indicate the same if not yet to the same degree and intensity. Becoming more globally synchronized and deflationary.

Eurodollar University's Money & Macro Analysis

Deutsche Bundesbank Monthly Report June 2023
https://www.bundesbank.de/resource/blob/911528/01ceb958008680074abe476534ae6288/mL/2023-06-prognose-data.pdf

HCOB Flash Germany PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/c23ef113fdfb4d149593c3b3d2840fe9

HCOB Flash Eurozone PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/3b7cae66963d47798b88889727023fd3

S&P Global Flash US Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/bbdd92c5f4a34bb5975b23263409ad3d

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Market strategists get cold feet at the worst possible time. 529 529 Market strategists get cold feet at the worst possible time. full 7e79233b-e3a9-4a32-b3c4-5104f8f21388 https://share.transistor.fm/s/292cec8a #interestrates #inflation #deflation #recession #inversion #ratehikes 
A slew of Wall Street types are getting impatient - and cold feet - waiting for a recession they're not sure is happening. The market is sure causing them to wonder if the market is just wrong with its massive inversion. No, this time is never different. 

Eurodollar University's weekly conversation w/Steve Van Metre

If Powell Wants Higher Rates, He Should Ask Why He's Not Getting Them
https://www.realclearmarkets.com/articles/2023/07/21/if_powell_wants_higher_rates_he_should_ask_why_hes_not_getting_them_967624.html

Bloomberg: Goldman Says Yield Curve Is Wrong About Recession. Should Investors Be Worried?
https://www.bloomberg.com/news/articles/2023-07-18/goldman-says-yield-curve-is-wrong-about-recession-mliv-agrees

Bloomberg: Bill Gross Says Bond Bull Market Isn’t ‘In the Cards’ as Yields Peak
https://www.bloomberg.com/news/articles/2023-07-21/gross-says-bond-bull-market-isn-t-in-the-cards-as-yields-peak

James Grant: John Adams Party of One
https://www.amazon.com/John-Adams-Party-James-Grant/dp/B001714ZF2

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #interestrates #inflation #deflation #recession #inversion #ratehikes 
A slew of Wall Street types are getting impatient - and cold feet - waiting for a recession they're not sure is happening. The market is sure causing them to wonder if the market is just wrong with its massive inversion. No, this time is never different. 

Eurodollar University's weekly conversation w/Steve Van Metre

If Powell Wants Higher Rates, He Should Ask Why He's Not Getting Them
https://www.realclearmarkets.com/articles/2023/07/21/if_powell_wants_higher_rates_he_should_ask_why_hes_not_getting_them_967624.html

Bloomberg: Goldman Says Yield Curve Is Wrong About Recession. Should Investors Be Worried?
https://www.bloomberg.com/news/articles/2023-07-18/goldman-says-yield-curve-is-wrong-about-recession-mliv-agrees

Bloomberg: Bill Gross Says Bond Bull Market Isn’t ‘In the Cards’ as Yields Peak
https://www.bloomberg.com/news/articles/2023-07-21/gross-says-bond-bull-market-isn-t-in-the-cards-as-yields-peak

James Grant: John Adams Party of One
https://www.amazon.com/John-Adams-Party-James-Grant/dp/B001714ZF2

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Mon, 24 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1176 #interestrates #inflation #deflation #recession #inversion #ratehikes 
A slew of Wall Street types are getting impatient - and cold feet - waiting for a recession they're not sure is happening. The market is sure causing them to wonder if the market is just wrong with its massive inversion. No, this time is never different. 

Eurodollar University's weekly conversation w/Steve Van Metre

If Powell Wants Higher Rates, He Should Ask Why He's Not Getting Them
https://www.realclearmarkets.com/articles/2023/07/21/if_powell_wants_higher_rates_he_should_ask_why_hes_not_getting_them_967624.html

Bloomberg: Goldman Says Yield Curve Is Wrong About Recession. Should Investors Be Worried?
https://www.bloomberg.com/news/articles/2023-07-18/goldman-says-yield-curve-is-wrong-about-recession-mliv-agrees

Bloomberg: Bill Gross Says Bond Bull Market Isn’t ‘In the Cards’ as Yields Peak
https://www.bloomberg.com/news/articles/2023-07-21/gross-says-bond-bull-market-isn-t-in-the-cards-as-yields-peak

James Grant: John Adams Party of One
https://www.amazon.com/John-Adams-Party-James-Grant/dp/B001714ZF2

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No BRICS plan to remake the world order. 528 528 BRICS plan to remake the world order. full 657696f3-2cec-4ebf-8f02-e8071aadcb9e https://share.transistor.fm/s/6ee6aca3 #dollar #brics #gold #currency #money #eurodollar 
Next month, the BRICS summit is going to introduce a new common currency and one backed by gold. Or is it? Before it even begins, the group seems like it will have to proceed without the I and the S. Or any monetary sense. 

Eurodollar University's Money & Macro Analysis

The Eurodollar Standard Isn't Going Anywhere Anytime Soon
https://www.realclearmarkets.com/articles/2023/06/02/the_eurodollar_standard_isnt_going_anywhere_anytime_soon_903165.html

BRICScoin, Like U.S. Inflation, Never Had a Chance
https://www.realclearmarkets.com/articles/2022/01/28/bricscoin_like_us_inflation_never_had_a_chance_814163.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #dollar #brics #gold #currency #money #eurodollar 
Next month, the BRICS summit is going to introduce a new common currency and one backed by gold. Or is it? Before it even begins, the group seems like it will have to proceed without the I and the S. Or any monetary sense. 

Eurodollar University's Money & Macro Analysis

The Eurodollar Standard Isn't Going Anywhere Anytime Soon
https://www.realclearmarkets.com/articles/2023/06/02/the_eurodollar_standard_isnt_going_anywhere_anytime_soon_903165.html

BRICScoin, Like U.S. Inflation, Never Had a Chance
https://www.realclearmarkets.com/articles/2022/01/28/bricscoin_like_us_inflation_never_had_a_chance_814163.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Sun, 23 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1431 #dollar #brics #gold #currency #money #eurodollar 
Next month, the BRICS summit is going to introduce a new common currency and one backed by gold. Or is it? Before it even begins, the group seems like it will have to proceed without the I and the S. Or any monetary sense. 

Eurodollar University's Money & Macro Analysis

The Eurodollar Standard Isn't Going Anywhere Anytime Soon
https://www.realclearmarkets.com/articles/2023/06/02/the_eurodollar_standard_isnt_going_anywhere_anytime_soon_903165.html

BRICScoin, Like U.S. Inflation, Never Had a Chance
https://www.realclearmarkets.com/articles/2022/01/28/bricscoin_like_us_inflation_never_had_a_chance_814163.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We aren't supposed to say the R-word but that's what we keep finding in big ways and small. 527 527 We aren't supposed to say the R-word but that's what we keep finding in big ways and small. full cde4da71-082f-4fc7-b91b-38b77f86211e https://share.transistor.fm/s/77600abe #recession #inflation #deflation #taiwan #semiconductor #apple 
Taiwan Semiconductor reported pretty awful results blaming the global macroeconomic environment, specifically singling out inventory bloat as well as China's failed reopening. The effects aren't being limited to that side of the Pacific; the spillover is already affecting projects in the United States. We aren't supposed to say "recession" yet that's what we keep finding in big ways and small. 

Eurodollar University's Money & Macro Analysis

Reuters: TSMC sending more workers to speed up building of new Arizona plant
https://www.reuters.com/technology/tsmc-sending-more-workers-speed-up-building-new-arizona-plant-2023-06-29/

CNBC: TSMC reports first profit drop in 4 years as electronics demand slump continues
https://www.cnbc.com/2023/07/20/tsmc-q2-earnings.html

FT: TSMC warns over deepening slump in chipmaking sector
https://www.ft.com/content/f433971d-fd8e-4ed3-91e9-e25a96284ea0

CNBC: Apple supplier TSMC delays start of Arizona chip factory
https://www.cnbc.com/2023/07/20/tsmc-delays-start-of-arizona-chip-factory-that-will-build-apple-chips.html

CNBC: Apple reports better-than-expected quarter driven by iPhone sales
https://www.cnbc.com/2023/05/04/apple-aapl-earnings-report-q2-2023.html

Canalys: Recovery in sight after global smartphone market declined by 11% in Q2 2023
https://www.canalys.com/newsroom/global-smartphone-market-q2-2023

Canalys: Worldwide smartphone shipments fall for fourth consecutive quarter, leaving market down 12% in 2022 
https://www.canalys.com/newsroom/global-smartphone-market-2022

LATimes: Supply of homes for sale in U.S. hits lowest level in more than two decades
https://www.latimes.com/business/story/2022-01-28/homes-for-sale-listings-decline

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #recession #inflation #deflation #taiwan #semiconductor #apple 
Taiwan Semiconductor reported pretty awful results blaming the global macroeconomic environment, specifically singling out inventory bloat as well as China's failed reopening. The effects aren't being limited to that side of the Pacific; the spillover is already affecting projects in the United States. We aren't supposed to say "recession" yet that's what we keep finding in big ways and small. 

Eurodollar University's Money & Macro Analysis

Reuters: TSMC sending more workers to speed up building of new Arizona plant
https://www.reuters.com/technology/tsmc-sending-more-workers-speed-up-building-new-arizona-plant-2023-06-29/

CNBC: TSMC reports first profit drop in 4 years as electronics demand slump continues
https://www.cnbc.com/2023/07/20/tsmc-q2-earnings.html

FT: TSMC warns over deepening slump in chipmaking sector
https://www.ft.com/content/f433971d-fd8e-4ed3-91e9-e25a96284ea0

CNBC: Apple supplier TSMC delays start of Arizona chip factory
https://www.cnbc.com/2023/07/20/tsmc-delays-start-of-arizona-chip-factory-that-will-build-apple-chips.html

CNBC: Apple reports better-than-expected quarter driven by iPhone sales
https://www.cnbc.com/2023/05/04/apple-aapl-earnings-report-q2-2023.html

Canalys: Recovery in sight after global smartphone market declined by 11% in Q2 2023
https://www.canalys.com/newsroom/global-smartphone-market-q2-2023

Canalys: Worldwide smartphone shipments fall for fourth consecutive quarter, leaving market down 12% in 2022 
https://www.canalys.com/newsroom/global-smartphone-market-2022

LATimes: Supply of homes for sale in U.S. hits lowest level in more than two decades
https://www.latimes.com/business/story/2022-01-28/homes-for-sale-listings-decline

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Fri, 21 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1098 #recession #inflation #deflation #taiwan #semiconductor #apple 
Taiwan Semiconductor reported pretty awful results blaming the global macroeconomic environment, specifically singling out inventory bloat as well as China's failed reopening. The effects aren't being limited to that side of the Pacific; the spillover is already affecting projects in the United States. We aren't supposed to say "recession" yet that's what we keep finding in big ways and small. 

Eurodollar University's Money & Macro Analysis

Reuters: TSMC sending more workers to speed up building of new Arizona plant
https://www.reuters.com/technology/tsmc-sending-more-workers-speed-up-building-new-arizona-plant-2023-06-29/

CNBC: TSMC reports first profit drop in 4 years as electronics demand slump continues
https://www.cnbc.com/2023/07/20/tsmc-q2-earnings.html

FT: TSMC warns over deepening slump in chipmaking sector
https://www.ft.com/content/f433971d-fd8e-4ed3-91e9-e25a96284ea0

CNBC: Apple supplier TSMC delays start of Arizona chip factory
https://www.cnbc.com/2023/07/20/tsmc-delays-start-of-arizona-chip-factory-that-will-build-apple-chips.html

CNBC: Apple reports better-than-expected quarter driven by iPhone sales
https://www.cnbc.com/2023/05/04/apple-aapl-earnings-report-q2-2023.html

Canalys: Recovery in sight after global smartphone market declined by 11% in Q2 2023
https://www.canalys.com/newsroom/global-smartphone-market-q2-2023

Canalys: Worldwide smartphone shipments fall for fourth consecutive quarter, leaving market down 12% in 2022 
https://www.canalys.com/newsroom/global-smartphone-market-2022

LATimes: Supply of homes for sale in U.S. hits lowest level in more than two decades
https://www.latimes.com/business/story/2022-01-28/homes-for-sale-listings-decline

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It has all been an illusion and now the brutal truth is being uncovered. 526 526 It has all been an illusion and now the brutal truth is being uncovered. full 32293e4e-7f91-4c25-b5f6-cc85d2245fc8 https://share.transistor.fm/s/c11a0071 #recession #china #germany #trade #export #deflation #bonds 
Germany reported trade data exposing the resilient economy fallacy as a product of nothing more than the temporary nominal price illusion. Volumes are down huge and as values fall there's no more cushion from lack of activity. This isn't about Germany so much, either, as we can see in trade w/the German's biggest customers: China and the US of A. 

Eurodollar University's Money & Macro Analysis

Bloomberg: ECB Hawk Klaas Knot Pushes Back on Bets for a September Hike
https://www.bloomberg.com/news/articles/2023-07-18/ecb-s-knot-says-hiking-beyond-july-is-at-most-a-possibility

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7
Epoch Times Columns: https://bit.ly/39ESkRf

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #recession #china #germany #trade #export #deflation #bonds 
Germany reported trade data exposing the resilient economy fallacy as a product of nothing more than the temporary nominal price illusion. Volumes are down huge and as values fall there's no more cushion from lack of activity. This isn't about Germany so much, either, as we can see in trade w/the German's biggest customers: China and the US of A. 

Eurodollar University's Money & Macro Analysis

Bloomberg: ECB Hawk Klaas Knot Pushes Back on Bets for a September Hike
https://www.bloomberg.com/news/articles/2023-07-18/ecb-s-knot-says-hiking-beyond-july-is-at-most-a-possibility

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7
Epoch Times Columns: https://bit.ly/39ESkRf

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Thu, 20 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1106 #recession #china #germany #trade #export #deflation #bonds 
Germany reported trade data exposing the resilient economy fallacy as a product of nothing more than the temporary nominal price illusion. Volumes are down huge and as values fall there's no more cushion from lack of activity. This isn't about Germany so much, either, as we can see in trade w/the German's biggest customers: China and the US of A. 

Eurodollar University's Money & Macro Analysis

Bloomberg: ECB Hawk Klaas Knot Pushes Back on Bets for a September Hike
https://www.bloomberg.com/news/articles/2023-07-18/ecb-s-knot-says-hiking-beyond-july-is-at-most-a-possibility

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7
Epoch Times Columns: https://bit.ly/39ESkRf

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Over a hundred years of data and very few exceptions. 525 525 Over a hundred years of data and very few exceptions. full d0e3f072-7fff-42d6-a63d-2da51f573c89 https://share.transistor.fm/s/8bf3dc0f #recession #deflation #inflation #retailsales #industrial #consumer 
US Industrial Production fell for the second month in a row, dropping the Fed's index below the same period a year ago. A negative yearly change in IP has accompanied all 18 of the economic contractions in the NBER's library. Only six times in over a century has IP been negative on an annual basis without any full-scale recession. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Stocks Climb After Yellen Eases Recession Fears: Markets Wrap
https://www.bloomberg.com/news/articles/2023-07-16/asia-stocks-to-struggle-as-inflation-doubts-linger-markets-wrap

Bloomberg: US Industrial Production Decreased in June for a Second Month
https://www.bloomberg.com/news/articles/2023-07-18/us-industrial-production-fell-in-june-for-a-second-month

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #recession #deflation #inflation #retailsales #industrial #consumer 
US Industrial Production fell for the second month in a row, dropping the Fed's index below the same period a year ago. A negative yearly change in IP has accompanied all 18 of the economic contractions in the NBER's library. Only six times in over a century has IP been negative on an annual basis without any full-scale recession. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Stocks Climb After Yellen Eases Recession Fears: Markets Wrap
https://www.bloomberg.com/news/articles/2023-07-16/asia-stocks-to-struggle-as-inflation-doubts-linger-markets-wrap

Bloomberg: US Industrial Production Decreased in June for a Second Month
https://www.bloomberg.com/news/articles/2023-07-18/us-industrial-production-fell-in-june-for-a-second-month

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Wed, 19 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1112 #recession #deflation #inflation #retailsales #industrial #consumer 
US Industrial Production fell for the second month in a row, dropping the Fed's index below the same period a year ago. A negative yearly change in IP has accompanied all 18 of the economic contractions in the NBER's library. Only six times in over a century has IP been negative on an annual basis without any full-scale recession. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Stocks Climb After Yellen Eases Recession Fears: Markets Wrap
https://www.bloomberg.com/news/articles/2023-07-16/asia-stocks-to-struggle-as-inflation-doubts-linger-markets-wrap

Bloomberg: US Industrial Production Decreased in June for a Second Month
https://www.bloomberg.com/news/articles/2023-07-18/us-industrial-production-fell-in-june-for-a-second-month

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Latest data deluge confirms real dangers and accelerating downside. 524 524 Latest data deluge confirms real dangers and accelerating downside. full 0f908267-488f-4516-9d51-e81b834e6388 https://share.transistor.fm/s/6600e504 #china #recession #inflation #deflation #industrial #spending #money 
China's GDP report as well as its monthly statistics confirm first reopening isn't just completely dead, instead the entire economy is already rolling over and heading toward more weakness. The global recession combined with China's own problems - which weren't really about the pandemic - have left the Chinese exposed to a dangerous downside and no lockdowns to blame this time. 

Eurodollar University's Money & Macro Analysis

China's NBS: The basic situation of the national real estate market in the first half of 2023
http://www.stats.gov.cn/sj/zxfb/202307/t20230715_1941273.html

Bloomberg: Wall Street Cuts China Growth Forecasts as Economy Disappoints
https://www.bloomberg.com/news/articles/2023-07-17/china-growth-forcasts-cut-as-economists-highlight-risks-in-data

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #china #recession #inflation #deflation #industrial #spending #money 
China's GDP report as well as its monthly statistics confirm first reopening isn't just completely dead, instead the entire economy is already rolling over and heading toward more weakness. The global recession combined with China's own problems - which weren't really about the pandemic - have left the Chinese exposed to a dangerous downside and no lockdowns to blame this time. 

Eurodollar University's Money & Macro Analysis

China's NBS: The basic situation of the national real estate market in the first half of 2023
http://www.stats.gov.cn/sj/zxfb/202307/t20230715_1941273.html

Bloomberg: Wall Street Cuts China Growth Forecasts as Economy Disappoints
https://www.bloomberg.com/news/articles/2023-07-17/china-growth-forcasts-cut-as-economists-highlight-risks-in-data

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Tue, 18 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1122 #china #recession #inflation #deflation #industrial #spending #money 
China's GDP report as well as its monthly statistics confirm first reopening isn't just completely dead, instead the entire economy is already rolling over and heading toward more weakness. The global recession combined with China's own problems - which weren't really about the pandemic - have left the Chinese exposed to a dangerous downside and no lockdowns to blame this time. 

Eurodollar University's Money & Macro Analysis

China's NBS: The basic situation of the national real estate market in the first half of 2023
http://www.stats.gov.cn/sj/zxfb/202307/t20230715_1941273.html

Bloomberg: Wall Street Cuts China Growth Forecasts as Economy Disappoints
https://www.bloomberg.com/news/articles/2023-07-17/china-growth-forcasts-cut-as-economists-highlight-risks-in-data

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No U.S. Has Fallen: Even a top food producer is reporting deflationary conditions. 523 523 U.S. Has Fallen: Even a top food producer is reporting deflationary conditions. full a0d9a26f-dfd4-49d0-897f-fd7fa6371605 https://share.transistor.fm/s/5ef1a3f0 #recession #inflation #deflation #globaltrade #india #credit #bank
India reported a huge drop in exports, one of its worst on record. A major US food producer says demand has worsened to the point some of its brands are having to cut prices. American banks are now scaling back certain loans. What do all these have in common? US consumers and the deflationary recession.

Eurodollar University's Money & Macro Analysis

Conagra Earnings Report Transcript
https://finance.yahoo.com/news/conagra-brands-inc-nyse-cag-093343482.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #recession #inflation #deflation #globaltrade #india #credit #bank
India reported a huge drop in exports, one of its worst on record. A major US food producer says demand has worsened to the point some of its brands are having to cut prices. American banks are now scaling back certain loans. What do all these have in common? US consumers and the deflationary recession.

Eurodollar University's Money & Macro Analysis

Conagra Earnings Report Transcript
https://finance.yahoo.com/news/conagra-brands-inc-nyse-cag-093343482.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Mon, 17 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1075 #recession #inflation #deflation #globaltrade #india #credit #bank
India reported a huge drop in exports, one of its worst on record. A major US food producer says demand has worsened to the point some of its brands are having to cut prices. American banks are now scaling back certain loans. What do all these have in common? US consumers and the deflationary recession.

Eurodollar University's Money & Macro Analysis

Conagra Earnings Report Transcript
https://finance.yahoo.com/news/conagra-brands-inc-nyse-cag-093343482.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Individuals run out of money; can't pay taxes. 522 522 Individuals run out of money; can't pay taxes. full bc6f6a29-c1e0-4f25-a3c0-c0a999297f3c https://share.transistor.fm/s/6604426c #recession #inflation #deflation #taxes #employment #unemployment
Individual income tax payments to Uncle Sam are running almost half a trillion (with a "T") behind same months in FY 2022. Withholdings are way off and claimed refunds are way up. At the same time, the June CPI showed broad-based disinflation and a little deflation. These two results aren't unrelated.

Eurodollar University's weekly conversation w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #recession #inflation #deflation #taxes #employment #unemployment
Individual income tax payments to Uncle Sam are running almost half a trillion (with a "T") behind same months in FY 2022. Withholdings are way off and claimed refunds are way up. At the same time, the June CPI showed broad-based disinflation and a little deflation. These two results aren't unrelated.

Eurodollar University's weekly conversation w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Sun, 16 Jul 2023 00:56:38 -0400 Jeff Snider Jeff Snider 1089 #recession #inflation #deflation #taxes #employment #unemployment
Individual income tax payments to Uncle Sam are running almost half a trillion (with a "T") behind same months in FY 2022. Withholdings are way off and claimed refunds are way up. At the same time, the June CPI showed broad-based disinflation and a little deflation. These two results aren't unrelated.

Eurodollar University's weekly conversation w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No US prices down by the most on record and Chinese trade nearly that bad. 521 521 US prices down by the most on record and Chinese trade nearly that bad. full 4ddce6d0-0fd3-4f73-8467-fbdcf72a3f52 https://share.transistor.fm/s/3ec351cd Great Inflation 2, or soft landing? Those are the only two choices we're given for #inflation #deflation #recession when neither of those was ever likely. The reasons why the soft landing isn't happening and another Great Inflation simply can't are easily found in historical comparisons. 

Eurodollar University's Money & Macro Analysis

Bloomberg: El-Erian Says Soft-Landing Narrative Gains Steam, Don’t Fight It
https://www.bloomberg.com/news/articles/2023-07-14/el-erian-says-soft-landing-narrative-gains-steam-don-t-fight-it

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Great Inflation 2, or soft landing? Those are the only two choices we're given for #inflation #deflation #recession when neither of those was ever likely. The reasons why the soft landing isn't happening and another Great Inflation simply can't are easily found in historical comparisons. 

Eurodollar University's Money & Macro Analysis

Bloomberg: El-Erian Says Soft-Landing Narrative Gains Steam, Don’t Fight It
https://www.bloomberg.com/news/articles/2023-07-14/el-erian-says-soft-landing-narrative-gains-steam-don-t-fight-it

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Sat, 15 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1072 Great Inflation 2, or soft landing? Those are the only two choices we're given for #inflation #deflation #recession when neither of those was ever likely. The reasons why the soft landing isn't happening and another Great Inflation simply can't are easily found in historical comparisons. 

Eurodollar University's Money & Macro Analysis

Bloomberg: El-Erian Says Soft-Landing Narrative Gains Steam, Don’t Fight It
https://www.bloomberg.com/news/articles/2023-07-14/el-erian-says-soft-landing-narrative-gains-steam-don-t-fight-it

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The dollar is up to is economy-wrecking ways again. 520 520 The dollar is up to is economy-wrecking ways again. full 9625b32c-526f-4e1b-bd61-e40678703401 https://share.transistor.fm/s/9c6643b0 The Chinese aren't taking their #eurodollar #dollar woes weakening yuan lying down #recession. But they aren't doing a whole lot meaningful about it, either. Why and why not? That's the (euro)dollar conundrum.

Eurodollar University's Money & Macro Analysis

PBOC: Notice of the People's Bank of China and the State Administration of Financial Supervision on Extending the Deadline of Relevant Policies for Financial Support to the Steady and Healthy Development of the Real Estate Market
http://www.pbc.gov.cn/goutongjiaoliu/113456/113469/4987564/index.html

PBOC Financial News: Under exchange rate fluctuations, cross-border capital flows still maintain a basic balance, and the long-term investment value of RMB assets is highlighted
https://mp.weixin.qq.com/s?__biz=MzI5MjE1ODM5Mw==&mid=2650304221&idx=1&sn=c340f49f6b7c79af978527b54da4588c&chksm=f409600bc37ee91d81ddc20fb91a9311a030918b8eaf3bc7c0ca913fbfc39e446d0bf4e9844e&mpshare=1&scene=1&srcid=07051Ipdhywo7Uszrm5t1JjO&sharer_sharetime=1688570086386&sharer_shareid=39b1682714627f7233e332548d9eeeae&exportkey=n_ChQIAhIQ9XMODdRsqNRK7rXOHlFIyRKZAgIE97dBBAEAAAAAAA9iK2lmv2oAAAAOpnltbLcz9gKNyK89dVj0xqpLmp%2BOOkCXGkYfc%2Buj56zqe3EaSHX7YiMHX7jwaGKj3%2BXi3JWFrCEbPE3UsWTmOJK%2BEVAoYCuh5pA7ICAfwKSKjV4AQ11CiEWdvegwRqwGQFLazoBS%2F%2FyiUhSwaF8pibmQwHB5jrhOeLxjmbghxE67FVl4bCXMMvf5%2Bo2iwPDH7hBAMK%2BBRVpADGHEpPIg%2BaPz1iIpv6zXU6blRZAahRN%2FyluyvJrQYriwjGagN1pZil89TPlXTqcS92K8LSuJd5XdRkWvgcuiCupIQRzXb5pBTfpdCcCxgECMrrbKEL5WQXs%2Bss%2FXqTV91pPmWXZs2L3j&acctmode=1&pass_ticket=pF7HUjJhpjMaKnMvCcR3jzCWS3v9bDFp78PBIsdD%2FOUroYIWKzETuTaXfGIavDEx&wx_header=0#rd

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> The Chinese aren't taking their #eurodollar #dollar woes weakening yuan lying down #recession. But they aren't doing a whole lot meaningful about it, either. Why and why not? That's the (euro)dollar conundrum.

Eurodollar University's Money & Macro Analysis

PBOC: Notice of the People's Bank of China and the State Administration of Financial Supervision on Extending the Deadline of Relevant Policies for Financial Support to the Steady and Healthy Development of the Real Estate Market
http://www.pbc.gov.cn/goutongjiaoliu/113456/113469/4987564/index.html

PBOC Financial News: Under exchange rate fluctuations, cross-border capital flows still maintain a basic balance, and the long-term investment value of RMB assets is highlighted
https://mp.weixin.qq.com/s?__biz=MzI5MjE1ODM5Mw==&mid=2650304221&idx=1&sn=c340f49f6b7c79af978527b54da4588c&chksm=f409600bc37ee91d81ddc20fb91a9311a030918b8eaf3bc7c0ca913fbfc39e446d0bf4e9844e&mpshare=1&scene=1&srcid=07051Ipdhywo7Uszrm5t1JjO&sharer_sharetime=1688570086386&sharer_shareid=39b1682714627f7233e332548d9eeeae&exportkey=n_ChQIAhIQ9XMODdRsqNRK7rXOHlFIyRKZAgIE97dBBAEAAAAAAA9iK2lmv2oAAAAOpnltbLcz9gKNyK89dVj0xqpLmp%2BOOkCXGkYfc%2Buj56zqe3EaSHX7YiMHX7jwaGKj3%2BXi3JWFrCEbPE3UsWTmOJK%2BEVAoYCuh5pA7ICAfwKSKjV4AQ11CiEWdvegwRqwGQFLazoBS%2F%2FyiUhSwaF8pibmQwHB5jrhOeLxjmbghxE67FVl4bCXMMvf5%2Bo2iwPDH7hBAMK%2BBRVpADGHEpPIg%2BaPz1iIpv6zXU6blRZAahRN%2FyluyvJrQYriwjGagN1pZil89TPlXTqcS92K8LSuJd5XdRkWvgcuiCupIQRzXb5pBTfpdCcCxgECMrrbKEL5WQXs%2Bss%2FXqTV91pPmWXZs2L3j&acctmode=1&pass_ticket=pF7HUjJhpjMaKnMvCcR3jzCWS3v9bDFp78PBIsdD%2FOUroYIWKzETuTaXfGIavDEx&wx_header=0#rd

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Thu, 13 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1118 The Chinese aren't taking their #eurodollar #dollar woes weakening yuan lying down #recession. But they aren't doing a whole lot meaningful about it, either. Why and why not? That's the (euro)dollar conundrum.

Eurodollar University's Money & Macro Analysis

PBOC: Notice of the People's Bank of China and the State Administration of Financial Supervision on Extending the Deadline of Relevant Policies for Financial Support to the Steady and Healthy Development of the Real Estate Market
http://www.pbc.gov.cn/goutongjiaoliu/113456/113469/4987564/index.html

PBOC Financial News: Under exchange rate fluctuations, cross-border capital flows still maintain a basic balance, and the long-term investment value of RMB assets is highlighted
https://mp.weixin.qq.com/s?__biz=MzI5MjE1ODM5Mw==&mid=2650304221&idx=1&sn=c340f49f6b7c79af978527b54da4588c&chksm=f409600bc37ee91d81ddc20fb91a9311a030918b8eaf3bc7c0ca913fbfc39e446d0bf4e9844e&mpshare=1&scene=1&srcid=07051Ipdhywo7Uszrm5t1JjO&sharer_sharetime=1688570086386&sharer_shareid=39b1682714627f7233e332548d9eeeae&exportkey=n_ChQIAhIQ9XMODdRsqNRK7rXOHlFIyRKZAgIE97dBBAEAAAAAAA9iK2lmv2oAAAAOpnltbLcz9gKNyK89dVj0xqpLmp%2BOOkCXGkYfc%2Buj56zqe3EaSHX7YiMHX7jwaGKj3%2BXi3JWFrCEbPE3UsWTmOJK%2BEVAoYCuh5pA7ICAfwKSKjV4AQ11CiEWdvegwRqwGQFLazoBS%2F%2FyiUhSwaF8pibmQwHB5jrhOeLxjmbghxE67FVl4bCXMMvf5%2Bo2iwPDH7hBAMK%2BBRVpADGHEpPIg%2BaPz1iIpv6zXU6blRZAahRN%2FyluyvJrQYriwjGagN1pZil89TPlXTqcS92K8LSuJd5XdRkWvgcuiCupIQRzXb5pBTfpdCcCxgECMrrbKEL5WQXs%2Bss%2FXqTV91pPmWXZs2L3j&acctmode=1&pass_ticket=pF7HUjJhpjMaKnMvCcR3jzCWS3v9bDFp78PBIsdD%2FOUroYIWKzETuTaXfGIavDEx&wx_header=0#rd

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No And with credit now outright falling for them, it only gets much worse from here. 519 519 And with credit now outright falling for them, it only gets much worse from here. full 073ed243-d555-442f-8eeb-1724e27eaa17 https://share.transistor.fm/s/46730814 #Consumer #spending is down already and now we're getting data which shows by how much, #recession. There's no #inflation here. Disney theme parks are empty, consumer #credit is actually contracting, the bad news is just getting started. Steve Van Metre nailed it when he pointed out services and vacation weakness on this channel just a couple months ago. 

Eurodollar University's Money & Macro Analysis

WSJ: Disney World Hasn’t Felt This Empty in Years
https://www.wsj.com/articles/disney-world-crowds-universal-studios-florida-36b0a579

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #Consumer #spending is down already and now we're getting data which shows by how much, #recession. There's no #inflation here. Disney theme parks are empty, consumer #credit is actually contracting, the bad news is just getting started. Steve Van Metre nailed it when he pointed out services and vacation weakness on this channel just a couple months ago. 

Eurodollar University's Money & Macro Analysis

WSJ: Disney World Hasn’t Felt This Empty in Years
https://www.wsj.com/articles/disney-world-crowds-universal-studios-florida-36b0a579

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Wed, 12 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1109 #Consumer #spending is down already and now we're getting data which shows by how much, #recession. There's no #inflation here. Disney theme parks are empty, consumer #credit is actually contracting, the bad news is just getting started. Steve Van Metre nailed it when he pointed out services and vacation weakness on this channel just a couple months ago. 

Eurodollar University's Money & Macro Analysis

WSJ: Disney World Hasn’t Felt This Empty in Years
https://www.wsj.com/articles/disney-world-crowds-universal-studios-florida-36b0a579

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No World's biggest economies aren't just struggling, they're sinking fast. 518 518 World's biggest economies aren't just struggling, they're sinking fast. full ac49aa0d-ace7-4966-9e6e-bc309d3716f0 https://share.transistor.fm/s/abb1f105 China reported some of the worst #inflation consumer and producer price estimates in its modern history, within range of the worst parts of 2009. Such damaging #deflation shows #globalrecession #recession getting worse, and worse for everyone outside China it is becoming more synchronized. 

Eurodollar University's Money & Macro Analysis

Reuters: UPDATE 1-Goldman Sachs raises 2023 China GDP growth forecast to 6%
https://www.reuters.com/article/china-economy-comment/update-1-goldman-sachs-raises-2023-china-gdp-growth-forecast-to-6-idUSL1N35N1HG

CNBC: Goldman joins Wall Street banks in cutting China’s growth outlook as post-Covid bounce fades
https://www.cnbc.com/2023/06/19/goldman-sachs-cuts-chinas-growth-outlook.html

China People's Daily: In the first quarter, we will ask about the general trend—authoritative people talk about the current Chinese economy
https://politics.people.com.cn/n1/2016/0509/c1001-28333725.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> China reported some of the worst #inflation consumer and producer price estimates in its modern history, within range of the worst parts of 2009. Such damaging #deflation shows #globalrecession #recession getting worse, and worse for everyone outside China it is becoming more synchronized. 

Eurodollar University's Money & Macro Analysis

Reuters: UPDATE 1-Goldman Sachs raises 2023 China GDP growth forecast to 6%
https://www.reuters.com/article/china-economy-comment/update-1-goldman-sachs-raises-2023-china-gdp-growth-forecast-to-6-idUSL1N35N1HG

CNBC: Goldman joins Wall Street banks in cutting China’s growth outlook as post-Covid bounce fades
https://www.cnbc.com/2023/06/19/goldman-sachs-cuts-chinas-growth-outlook.html

China People's Daily: In the first quarter, we will ask about the general trend—authoritative people talk about the current Chinese economy
https://politics.people.com.cn/n1/2016/0509/c1001-28333725.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Tue, 11 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1102 China reported some of the worst #inflation consumer and producer price estimates in its modern history, within range of the worst parts of 2009. Such damaging #deflation shows #globalrecession #recession getting worse, and worse for everyone outside China it is becoming more synchronized. 

Eurodollar University's Money & Macro Analysis

Reuters: UPDATE 1-Goldman Sachs raises 2023 China GDP growth forecast to 6%
https://www.reuters.com/article/china-economy-comment/update-1-goldman-sachs-raises-2023-china-gdp-growth-forecast-to-6-idUSL1N35N1HG

CNBC: Goldman joins Wall Street banks in cutting China’s growth outlook as post-Covid bounce fades
https://www.cnbc.com/2023/06/19/goldman-sachs-cuts-chinas-growth-outlook.html

China People's Daily: In the first quarter, we will ask about the general trend—authoritative people talk about the current Chinese economy
https://politics.people.com.cn/n1/2016/0509/c1001-28333725.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Where did it all go? It was all a lie. 517 517 Where did it all go? It was all a lie. full 80b74e15-56c8-4c8c-ba10-17e95ea38e60 https://share.transistor.fm/s/f3fe3723 It's the greatest story no one wants to tell. Money printing. Inflation. Deflation. Interest rates. Crash. The Fed. What is QT?  What was QE really? They're all lies and you don't have to take my word for it. I've got all the numbers, their math, and the truth. 

Eurodollar University's weekly conversation w/Steve Van Metre

Forbes Advisor: Quantitative Tightening (QT) Explained
https://www.forbes.com/advisor/investing/what-is-quantitative-tightening/

BIS Working Papers No 1105
The demand for government debt 
https://www.bis.org/publ/work1105.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> It's the greatest story no one wants to tell. Money printing. Inflation. Deflation. Interest rates. Crash. The Fed. What is QT?  What was QE really? They're all lies and you don't have to take my word for it. I've got all the numbers, their math, and the truth. 

Eurodollar University's weekly conversation w/Steve Van Metre

Forbes Advisor: Quantitative Tightening (QT) Explained
https://www.forbes.com/advisor/investing/what-is-quantitative-tightening/

BIS Working Papers No 1105
The demand for government debt 
https://www.bis.org/publ/work1105.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Mon, 10 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1100 It's the greatest story no one wants to tell. Money printing. Inflation. Deflation. Interest rates. Crash. The Fed. What is QT?  What was QE really? They're all lies and you don't have to take my word for it. I've got all the numbers, their math, and the truth. 

Eurodollar University's weekly conversation w/Steve Van Metre

Forbes Advisor: Quantitative Tightening (QT) Explained
https://www.forbes.com/advisor/investing/what-is-quantitative-tightening/

BIS Working Papers No 1105
The demand for government debt 
https://www.bis.org/publ/work1105.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Catastrophic results for Japan and the US credit crunch gets much worse. 516 516 Catastrophic results for Japan and the US credit crunch gets much worse. full b7e15510-c7ed-4dd9-aa23-a12fd74ad997 https://share.transistor.fm/s/d482538a Saudi Arabia extended its #oil production cuts for another month. Given what the Japanese reported for #income, not hard to see why #recession Plus, US bank #credit crunch accelerated at the end of June when #lending fell  further and cash cushions rose. #globalrecession  

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Saudi Arabia extended its #oil production cuts for another month. Given what the Japanese reported for #income, not hard to see why #recession Plus, US bank #credit crunch accelerated at the end of June when #lending fell  further and cash cushions rose. #globalrecession  

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Sun, 09 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1123 Saudi Arabia extended its #oil production cuts for another month. Given what the Japanese reported for #income, not hard to see why #recession Plus, US bank #credit crunch accelerated at the end of June when #lending fell  further and cash cushions rose. #globalrecession  

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Now what? 515 515 Now what? full 2f041d62-1c8c-465e-8173-6c707c3702b6 https://share.transistor.fm/s/95f57a6e June #payrolls #jobs data stumbled badly. Worse, previous months were revised a lot lower erasing prior acceleration. The #unemployment rate went lower, though that was the lone bright spot (which you shouldn't consider as one). US #recession is more than fully on track which raises alarms given how recessions usually work in labor markets. 

Eurodollar University's Money & Macro Analysis

Remarks by Governor Ben S. Bernanke At the Meetings of the American Economic Association, San Diego, California January 4, 2004
https://www.federalreserve.gov/boarddocs/speeches/2004/20040104/default.htm

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7
Epoch Times Columns: https://bit.ly/39ESkRf

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> June #payrolls #jobs data stumbled badly. Worse, previous months were revised a lot lower erasing prior acceleration. The #unemployment rate went lower, though that was the lone bright spot (which you shouldn't consider as one). US #recession is more than fully on track which raises alarms given how recessions usually work in labor markets. 

Eurodollar University's Money & Macro Analysis

Remarks by Governor Ben S. Bernanke At the Meetings of the American Economic Association, San Diego, California January 4, 2004
https://www.federalreserve.gov/boarddocs/speeches/2004/20040104/default.htm

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7
Epoch Times Columns: https://bit.ly/39ESkRf

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Sat, 08 Jul 2023 13:12:06 -0400 Jeff Snider Jeff Snider 1100 June #payrolls #jobs data stumbled badly. Worse, previous months were revised a lot lower erasing prior acceleration. The #unemployment rate went lower, though that was the lone bright spot (which you shouldn't consider as one). US #recession is more than fully on track which raises alarms given how recessions usually work in labor markets. 

Eurodollar University's Money & Macro Analysis

Remarks by Governor Ben S. Bernanke At the Meetings of the American Economic Association, San Diego, California January 4, 2004
https://www.federalreserve.gov/boarddocs/speeches/2004/20040104/default.htm

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7
Epoch Times Columns: https://bit.ly/39ESkRf

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What could possibly go wrong? 514 514 What could possibly go wrong? full 5a815205-6ccb-46ca-a38c-cf11a8400abe https://share.transistor.fm/s/146269ef Central banks want rates to go up but markets have largely resisted. Upping the ante, the FOMC admits there's going to be a recession but claims it will raise its rates anyway. As a result, this pushes the Fed pivot somewhat further into the future by raising the bar for any rate cuts. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Bets on ‘Year of the Bond’ Persist in Face of Still-Hawkish Fed
https://www.bloomberg.com/news/articles/2023-07-05/year-of-the-bond-loses-luster-as-robust-growth-imperils-bulls

FOMC June 2023 Meeting Minutes
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20230614.pdf

FOMC Sept 2011 Meeting Transcript
https://www.federalreserve.gov/monetarypolicy/files/FOMC20110921meeting.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Central banks want rates to go up but markets have largely resisted. Upping the ante, the FOMC admits there's going to be a recession but claims it will raise its rates anyway. As a result, this pushes the Fed pivot somewhat further into the future by raising the bar for any rate cuts. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Bets on ‘Year of the Bond’ Persist in Face of Still-Hawkish Fed
https://www.bloomberg.com/news/articles/2023-07-05/year-of-the-bond-loses-luster-as-robust-growth-imperils-bulls

FOMC June 2023 Meeting Minutes
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20230614.pdf

FOMC Sept 2011 Meeting Transcript
https://www.federalreserve.gov/monetarypolicy/files/FOMC20110921meeting.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Fri, 07 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1116 Central banks want rates to go up but markets have largely resisted. Upping the ante, the FOMC admits there's going to be a recession but claims it will raise its rates anyway. As a result, this pushes the Fed pivot somewhat further into the future by raising the bar for any rate cuts. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Bets on ‘Year of the Bond’ Persist in Face of Still-Hawkish Fed
https://www.bloomberg.com/news/articles/2023-07-05/year-of-the-bond-loses-luster-as-robust-growth-imperils-bulls

FOMC June 2023 Meeting Minutes
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20230614.pdf

FOMC Sept 2011 Meeting Transcript
https://www.federalreserve.gov/monetarypolicy/files/FOMC20110921meeting.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Getting out of control: another key CORE number absolutely tumbled. 513 513 Getting out of control: another key CORE number absolutely tumbled. full d6230b66-d5c8-4195-86df-281460f03de4 https://share.transistor.fm/s/3ffe752f Central banks have said inflation risks are all in core price numbers. Here's yet another core instead deeply in deflation, so bad it fell at a rate we haven't seen since the worst part of the Great Recession. And though it may "only" be a producer price figure, history conclusively shows that it - not core CPIs - is the one to follow. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Central banks have said inflation risks are all in core price numbers. Here's yet another core instead deeply in deflation, so bad it fell at a rate we haven't seen since the worst part of the Great Recession. And though it may "only" be a producer price figure, history conclusively shows that it - not core CPIs - is the one to follow. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Thu, 06 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1100 Central banks have said inflation risks are all in core price numbers. Here's yet another core instead deeply in deflation, so bad it fell at a rate we haven't seen since the worst part of the Great Recession. And though it may "only" be a producer price figure, history conclusively shows that it - not core CPIs - is the one to follow. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No A decision has collectively been made on the second half rebound. 512 512 A decision has collectively been made on the second half rebound. full 84fc46b1-d564-4f3f-9f41-0cf4c809e8ce https://share.transistor.fm/s/744a4a28 The manufacturing recession has reached its critical point where producers have to decide to keep workers or start laying them off. Unemployment is now rising because the second half economic rebound just isn't happening. Instead, work is disappearing as new sales fail to materialize forcing companies worldwide to make their choice.

Eurodollar University's Money & Macro Analysis

S&P Global US Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/347746d7505243f8b84ca01657a4410a

JPM Global Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/f3b0f0fdd3a2474f918a7a3e736e77ce

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> The manufacturing recession has reached its critical point where producers have to decide to keep workers or start laying them off. Unemployment is now rising because the second half economic rebound just isn't happening. Instead, work is disappearing as new sales fail to materialize forcing companies worldwide to make their choice.

Eurodollar University's Money & Macro Analysis

S&P Global US Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/347746d7505243f8b84ca01657a4410a

JPM Global Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/f3b0f0fdd3a2474f918a7a3e736e77ce

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Tue, 04 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1094 The manufacturing recession has reached its critical point where producers have to decide to keep workers or start laying them off. Unemployment is now rising because the second half economic rebound just isn't happening. Instead, work is disappearing as new sales fail to materialize forcing companies worldwide to make their choice.

Eurodollar University's Money & Macro Analysis

S&P Global US Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/347746d7505243f8b84ca01657a4410a

JPM Global Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/f3b0f0fdd3a2474f918a7a3e736e77ce

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Federal authorities freaking out trying to limit the fallout. 511 511 Federal authorities freaking out trying to limit the fallout. full 3a672050-223e-40c1-9c77-1969d73fdf8d https://share.transistor.fm/s/6da16c73 Federal bank regulators are issuing guidance to banks to do everything they can potentially limit any credit losses. With recession bearing down and loan portfolios exhibiting initial signs of major stress, authorities are clearly seeking to limit the public fallout in another can-kicking scheme. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Federal bank regulators are issuing guidance to banks to do everything they can potentially limit any credit losses. With recession bearing down and loan portfolios exhibiting initial signs of major stress, authorities are clearly seeking to limit the public fallout in another can-kicking scheme. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Mon, 03 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1128 Federal bank regulators are issuing guidance to banks to do everything they can potentially limit any credit losses. With recession bearing down and loan portfolios exhibiting initial signs of major stress, authorities are clearly seeking to limit the public fallout in another can-kicking scheme. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global recession has reached a new phase. 510 510 Global recession has reached a new phase. full 3af68ff9-4bc0-4648-8366-87cc01595bcf https://share.transistor.fm/s/7ad67b3f Despite stubborn core inflation rates in the US and Europe, each economy is exhibiting more and more definite signs of recession and deflation. Unemployment is up in Europe's biggest economies and US consumer spending has sunk. Core consumer price rates never represent resilient labor markets. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Despite stubborn core inflation rates in the US and Europe, each economy is exhibiting more and more definite signs of recession and deflation. Unemployment is up in Europe's biggest economies and US consumer spending has sunk. Core consumer price rates never represent resilient labor markets. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Sun, 02 Jul 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1129 Despite stubborn core inflation rates in the US and Europe, each economy is exhibiting more and more definite signs of recession and deflation. Unemployment is up in Europe's biggest economies and US consumer spending has sunk. Core consumer price rates never represent resilient labor markets. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We don't need even close to these adverse scenarios to cause major havoc. 509 509 We don't need even close to these adverse scenarios to cause major havoc. full 44fb764e-1399-419e-b0e5-01372716f685 https://share.transistor.fm/s/c9c220f2 While Q1 GDP was revised higher for the US, that's looking back at what is now ancient history. Looking ahead at Q2 and beyond, not just recession perhaps worse in huge part because of what's being uncovered behind the growing credit crunch. The Fed's stress test uncovered substantial future risks.  

Eurodollar University's Money & Macro Analysis

Federal Reserve Stress Test Results
https://www.federalreserve.gov/newsevents/pressreleases/bcreg20230628a.htm
https://www.federalreserve.gov/publications/files/2023-dfast-results-20230628.pdf

FINMA and the SNB issue statement on market uncertainty
https://www.finma.ch/en/~/media/finma/dokumente/dokumentencenter/8news/medienmitteilungen/2023/03/20230315-mm-statement.pdf?sc_lang=en&hash=9E7D5CBED9519B41450D7D37643B482D

“Testimony Concerning the Role of Federal Regulators: Lessons from the Credit Crisis for the Future of Regulation.” Testimony before the Committee on Oversight and Government Reform, U.S. House of Representatives
https://www.sec.gov/news/testimony/2008/

Speech by Ignazio Angeloni, Member of the Supervisory Board of the ECB, Conference on “Banks, Systemic Risk, Measurement and Mitigation”
https://www.bankingsupervision.europa.eu/press/speeches/date/2017/html/se170317.en.html


Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> While Q1 GDP was revised higher for the US, that's looking back at what is now ancient history. Looking ahead at Q2 and beyond, not just recession perhaps worse in huge part because of what's being uncovered behind the growing credit crunch. The Fed's stress test uncovered substantial future risks.  

Eurodollar University's Money & Macro Analysis

Federal Reserve Stress Test Results
https://www.federalreserve.gov/newsevents/pressreleases/bcreg20230628a.htm
https://www.federalreserve.gov/publications/files/2023-dfast-results-20230628.pdf

FINMA and the SNB issue statement on market uncertainty
https://www.finma.ch/en/~/media/finma/dokumente/dokumentencenter/8news/medienmitteilungen/2023/03/20230315-mm-statement.pdf?sc_lang=en&hash=9E7D5CBED9519B41450D7D37643B482D

“Testimony Concerning the Role of Federal Regulators: Lessons from the Credit Crisis for the Future of Regulation.” Testimony before the Committee on Oversight and Government Reform, U.S. House of Representatives
https://www.sec.gov/news/testimony/2008/

Speech by Ignazio Angeloni, Member of the Supervisory Board of the ECB, Conference on “Banks, Systemic Risk, Measurement and Mitigation”
https://www.bankingsupervision.europa.eu/press/speeches/date/2017/html/se170317.en.html


Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Fri, 30 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1110 While Q1 GDP was revised higher for the US, that's looking back at what is now ancient history. Looking ahead at Q2 and beyond, not just recession perhaps worse in huge part because of what's being uncovered behind the growing credit crunch. The Fed's stress test uncovered substantial future risks.  

Eurodollar University's Money & Macro Analysis

Federal Reserve Stress Test Results
https://www.federalreserve.gov/newsevents/pressreleases/bcreg20230628a.htm
https://www.federalreserve.gov/publications/files/2023-dfast-results-20230628.pdf

FINMA and the SNB issue statement on market uncertainty
https://www.finma.ch/en/~/media/finma/dokumente/dokumentencenter/8news/medienmitteilungen/2023/03/20230315-mm-statement.pdf?sc_lang=en&hash=9E7D5CBED9519B41450D7D37643B482D

“Testimony Concerning the Role of Federal Regulators: Lessons from the Credit Crisis for the Future of Regulation.” Testimony before the Committee on Oversight and Government Reform, U.S. House of Representatives
https://www.sec.gov/news/testimony/2008/

Speech by Ignazio Angeloni, Member of the Supervisory Board of the ECB, Conference on “Banks, Systemic Risk, Measurement and Mitigation”
https://www.bankingsupervision.europa.eu/press/speeches/date/2017/html/se170317.en.html


Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The outlook worsens across-the-board with banks heading for the exits. 508 508 The outlook worsens across-the-board with banks heading for the exits. full 56174d67-eb2f-4e76-9d69-72529fb5d1b9 https://share.transistor.fm/s/1bdb71ee The deflation and banking crisis which really began last fall that has now become a full-blown credit crunch and recession was far more about collateral shortages than anything else. It sure wasn't rate hikes. Not only have yield curves and interest rates told the truth, one central banker in Europe admits to it, too. 

Eurodollar University's Money & Macro Analysis

Speech by Isabel Schnabel, Member of the Executive Board of the ECB, at the Money Market Contact Group meeting
https://www.ecb.europa.eu/press/key/date/2023/html/ecb.sp230302~41273ad467.en.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> The deflation and banking crisis which really began last fall that has now become a full-blown credit crunch and recession was far more about collateral shortages than anything else. It sure wasn't rate hikes. Not only have yield curves and interest rates told the truth, one central banker in Europe admits to it, too. 

Eurodollar University's Money & Macro Analysis

Speech by Isabel Schnabel, Member of the Executive Board of the ECB, at the Money Market Contact Group meeting
https://www.ecb.europa.eu/press/key/date/2023/html/ecb.sp230302~41273ad467.en.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Thu, 29 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1115 The deflation and banking crisis which really began last fall that has now become a full-blown credit crunch and recession was far more about collateral shortages than anything else. It sure wasn't rate hikes. Not only have yield curves and interest rates told the truth, one central banker in Europe admits to it, too. 

Eurodollar University's Money & Macro Analysis

Speech by Isabel Schnabel, Member of the Executive Board of the ECB, at the Money Market Contact Group meeting
https://www.ecb.europa.eu/press/key/date/2023/html/ecb.sp230302~41273ad467.en.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Major dollar crisis brewing in Asia threatening world's monetary system and economy. 507 507 Major dollar crisis brewing in Asia threatening world's monetary system and economy. full 10f76699-ae0c-4e09-816a-d0da577c675f https://share.transistor.fm/s/b4526fc5 China's yuan currency has been incredibly weak to the point authorities in Beijing have been unable to successfully intervene against the dollar. It spells worldwide trouble given falling CNY is a dependable global recession and crisis signal. The worse it becomes for the Chinese, the more deflation we should expect elsewhere. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> China's yuan currency has been incredibly weak to the point authorities in Beijing have been unable to successfully intervene against the dollar. It spells worldwide trouble given falling CNY is a dependable global recession and crisis signal. The worse it becomes for the Chinese, the more deflation we should expect elsewhere. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Wed, 28 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1120 China's yuan currency has been incredibly weak to the point authorities in Beijing have been unable to successfully intervene against the dollar. It spells worldwide trouble given falling CNY is a dependable global recession and crisis signal. The worse it becomes for the Chinese, the more deflation we should expect elsewhere. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Banks around the world are taking defensive measures which only means bigger trouble ahead. 506 506 Banks around the world are taking defensive measures which only means bigger trouble ahead. full cb7049b7-80de-4d5d-9eef-2771b63fb2fd https://share.transistor.fm/s/86ed307d The global economy is accelerating to the downside into more than just a short, shallow recession. It is instead sped along in the deflationary direction by the fallout from the March banking crisis which continues to spread all over the world. Credit crunch.

Eurodollar University's Money & Macro Analysis

Bloomberg: The World’s Empty Office Buildings Have Become a Debt Time Bomb
https://www.bloomberg.com/news/articles/2023-06-23/commercial-real-estate-reset-is-causing-distress-from-san-francisco-to-hong-kong?fromMostRead=true

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> The global economy is accelerating to the downside into more than just a short, shallow recession. It is instead sped along in the deflationary direction by the fallout from the March banking crisis which continues to spread all over the world. Credit crunch.

Eurodollar University's Money & Macro Analysis

Bloomberg: The World’s Empty Office Buildings Have Become a Debt Time Bomb
https://www.bloomberg.com/news/articles/2023-06-23/commercial-real-estate-reset-is-causing-distress-from-san-francisco-to-hong-kong?fromMostRead=true

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Tue, 27 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1131 The global economy is accelerating to the downside into more than just a short, shallow recession. It is instead sped along in the deflationary direction by the fallout from the March banking crisis which continues to spread all over the world. Credit crunch.

Eurodollar University's Money & Macro Analysis

Bloomberg: The World’s Empty Office Buildings Have Become a Debt Time Bomb
https://www.bloomberg.com/news/articles/2023-06-23/commercial-real-estate-reset-is-causing-distress-from-san-francisco-to-hong-kong?fromMostRead=true

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No More alarming reports of business going dark all over the economy. 505 505 More alarming reports of business going dark all over the economy. full 71268e15-f1c8-4c4f-8041-95c19e22b5a7 https://share.transistor.fm/s/ea202d80 Economic conditions have worsened recently indicating the economy shifting gears from shallow downturn to full-blown recession. With new sales sinking, companies all over are ready to face their decision-point on workers and layoffs. 

Eurodollar University's weekly conversation w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Economic conditions have worsened recently indicating the economy shifting gears from shallow downturn to full-blown recession. With new sales sinking, companies all over are ready to face their decision-point on workers and layoffs. 

Eurodollar University's weekly conversation w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Mon, 26 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1140 Economic conditions have worsened recently indicating the economy shifting gears from shallow downturn to full-blown recession. With new sales sinking, companies all over are ready to face their decision-point on workers and layoffs. 

Eurodollar University's weekly conversation w/Steve Van Metre

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Europe, China, even the US. Latest figures show things are really getting ugly. 504 504 Europe, China, even the US. Latest figures show things are really getting ugly. full 8b3ed5fe-4380-4337-bccc-0405321ab9d0 https://share.transistor.fm/s/15458143 The global economy has turned a corner, and not in a good (or inflation) way. Widespread ugly data and market positioning strongly suggest the deflationary recession is accelerating to the downside. 

Eurodollar University's Money & Macro Analysis

HCOB Flash Eurozone PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/6a9a73ef2b4d449eb8a8d9b827cb2070

S&P Global Flash US Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/6e8efbfbddde43f29eb12c5193939625

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> The global economy has turned a corner, and not in a good (or inflation) way. Widespread ugly data and market positioning strongly suggest the deflationary recession is accelerating to the downside. 

Eurodollar University's Money & Macro Analysis

HCOB Flash Eurozone PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/6a9a73ef2b4d449eb8a8d9b827cb2070

S&P Global Flash US Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/6e8efbfbddde43f29eb12c5193939625

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Sun, 25 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1116 The global economy has turned a corner, and not in a good (or inflation) way. Widespread ugly data and market positioning strongly suggest the deflationary recession is accelerating to the downside. 

Eurodollar University's Money & Macro Analysis

HCOB Flash Eurozone PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/6a9a73ef2b4d449eb8a8d9b827cb2070

S&P Global Flash US Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/6e8efbfbddde43f29eb12c5193939625

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Once is random, twice is coincidence, here's three and we have something. 503 503 Once is random, twice is coincidence, here's three and we have something. full 3fc0541e-efd2-4cbf-91d0-98eaaee0378c https://share.transistor.fm/s/221490f2 Three more global central banks hiked interest rates despite even more determined recession signals here and abroad. Here we see just why they continue to act as if inflation is the world's biggest threat even though data and markets go completely the other way. Now labor, too. 

Conference Board Leading Economic Indicators for June 2023
https://www.conference-board.org/topics/us-leading-indicators

Liberty Street Economics: The New York Fed DSGE Model Forecast— June 2023
https://libertystreeteconomics.newyorkfed.org/2023/06/the-new-york-fed-dsge-model-forecast-june-2023/

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Three more global central banks hiked interest rates despite even more determined recession signals here and abroad. Here we see just why they continue to act as if inflation is the world's biggest threat even though data and markets go completely the other way. Now labor, too. 

Conference Board Leading Economic Indicators for June 2023
https://www.conference-board.org/topics/us-leading-indicators

Liberty Street Economics: The New York Fed DSGE Model Forecast— June 2023
https://libertystreeteconomics.newyorkfed.org/2023/06/the-new-york-fed-dsge-model-forecast-june-2023/

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Fri, 23 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1118 Three more global central banks hiked interest rates despite even more determined recession signals here and abroad. Here we see just why they continue to act as if inflation is the world's biggest threat even though data and markets go completely the other way. Now labor, too. 

Conference Board Leading Economic Indicators for June 2023
https://www.conference-board.org/topics/us-leading-indicators

Liberty Street Economics: The New York Fed DSGE Model Forecast— June 2023
https://libertystreeteconomics.newyorkfed.org/2023/06/the-new-york-fed-dsge-model-forecast-june-2023/

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No A simple equality explains the growing mess. 502 502 A simple equality explains the growing mess. full ba5166f7-c57c-4206-96be-20f45b985be6 https://share.transistor.fm/s/43a7321c #China yuan keeps plummeting to new lows as #deflation and #recession collide in growing global #dollar shortage. Yet, Jay Powell tells Congress he's more worried about #inflation even though this key #money signal is one among many against it. A recent paper by Ben Bernanke actually describes the mainstream problem - in the process inadvertently explaining why Powell is so off. 

Eurodollar University's Money & Macro Analysis

Testimony Jerome Powell: Semiannual Monetary Policy Report to the Congress; June 21, 2023
https://www.federalreserve.gov/newsevents/testimony/powell20230621a.htm

Bernanke/Blanchard: What Caused the U.S. Pandemic-Era Inflation?
https://www.brookings.edu/wp-content/uploads/2023/04/Bernanke-Blanchard-conference-draft_5.23.23.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #China yuan keeps plummeting to new lows as #deflation and #recession collide in growing global #dollar shortage. Yet, Jay Powell tells Congress he's more worried about #inflation even though this key #money signal is one among many against it. A recent paper by Ben Bernanke actually describes the mainstream problem - in the process inadvertently explaining why Powell is so off. 

Eurodollar University's Money & Macro Analysis

Testimony Jerome Powell: Semiannual Monetary Policy Report to the Congress; June 21, 2023
https://www.federalreserve.gov/newsevents/testimony/powell20230621a.htm

Bernanke/Blanchard: What Caused the U.S. Pandemic-Era Inflation?
https://www.brookings.edu/wp-content/uploads/2023/04/Bernanke-Blanchard-conference-draft_5.23.23.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Thu, 22 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1136 #China yuan keeps plummeting to new lows as #deflation and #recession collide in growing global #dollar shortage. Yet, Jay Powell tells Congress he's more worried about #inflation even though this key #money signal is one among many against it. A recent paper by Ben Bernanke actually describes the mainstream problem - in the process inadvertently explaining why Powell is so off. 

Eurodollar University's Money & Macro Analysis

Testimony Jerome Powell: Semiannual Monetary Policy Report to the Congress; June 21, 2023
https://www.federalreserve.gov/newsevents/testimony/powell20230621a.htm

Bernanke/Blanchard: What Caused the U.S. Pandemic-Era Inflation?
https://www.brookings.edu/wp-content/uploads/2023/04/Bernanke-Blanchard-conference-draft_5.23.23.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Troubling new low develops as this crucial market accelerates to the downside. 501 501 Troubling new low develops as this crucial market accelerates to the downside. full b0b2cf0b-eab9-4768-9b86-cd14d93ff4fe https://share.transistor.fm/s/5c7b8935 Central banks want #interestrates to go up if only to convince you they're fighting #inflation, when #deflation is keeping a lid on those and even pushing some market #yields lower. One that is moving down is a big one worth paying attention to. Contrary to popular perception, low rates are not easy money and conditions. Just ask Ben Bernanke. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Central banks want #interestrates to go up if only to convince you they're fighting #inflation, when #deflation is keeping a lid on those and even pushing some market #yields lower. One that is moving down is a big one worth paying attention to. Contrary to popular perception, low rates are not easy money and conditions. Just ask Ben Bernanke. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Wed, 21 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1143 Central banks want #interestrates to go up if only to convince you they're fighting #inflation, when #deflation is keeping a lid on those and even pushing some market #yields lower. One that is moving down is a big one worth paying attention to. Contrary to popular perception, low rates are not easy money and conditions. Just ask Ben Bernanke. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Out of options and bracing for impact, Chinese authorities ready for more failure. 500 500 Out of options and bracing for impact, Chinese authorities ready for more failure. full 97d77b42-84b3-4daa-9066-211d9b54a2e4 https://share.transistor.fm/s/7331f7a2 China's government failed to deliver concrete "stimulus" plans because authorities are conflicted. In the absence of any good ideas for combatting deflationary recession, they'll issue more rate cuts that never work hoping beyond hope something clicks. 

Eurodollar University's Money & Macro Analysis

SCMP: China’s State Council fans stimulus hopes with economic plan for faltering growth
https://www.scmp.com/economy/china-economy/article/3224445/chinas-state-council-fans-stimulus-hopes-economic-plan-faltering-growth

Bloomberg: China Shifts to Stimulus Mode With Xi’s Options Dwindling
https://www.bloomberg.com/news/articles/2023-06-13/china-shifts-to-stimulus-mode-with-xi-s-options-dwindling

Bloomberg: China RRR Cut Gives Bigger Growth Boost Than Rate Move
https://www.bloomberg.com/news/articles/2023-05-25/china-rrr-cut-gives-bigger-growth-boost-than-rate-move-be-says

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> China's government failed to deliver concrete "stimulus" plans because authorities are conflicted. In the absence of any good ideas for combatting deflationary recession, they'll issue more rate cuts that never work hoping beyond hope something clicks. 

Eurodollar University's Money & Macro Analysis

SCMP: China’s State Council fans stimulus hopes with economic plan for faltering growth
https://www.scmp.com/economy/china-economy/article/3224445/chinas-state-council-fans-stimulus-hopes-economic-plan-faltering-growth

Bloomberg: China Shifts to Stimulus Mode With Xi’s Options Dwindling
https://www.bloomberg.com/news/articles/2023-06-13/china-shifts-to-stimulus-mode-with-xi-s-options-dwindling

Bloomberg: China RRR Cut Gives Bigger Growth Boost Than Rate Move
https://www.bloomberg.com/news/articles/2023-05-25/china-rrr-cut-gives-bigger-growth-boost-than-rate-move-be-says

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Tue, 20 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1135 China's government failed to deliver concrete "stimulus" plans because authorities are conflicted. In the absence of any good ideas for combatting deflationary recession, they'll issue more rate cuts that never work hoping beyond hope something clicks. 

Eurodollar University's Money & Macro Analysis

SCMP: China’s State Council fans stimulus hopes with economic plan for faltering growth
https://www.scmp.com/economy/china-economy/article/3224445/chinas-state-council-fans-stimulus-hopes-economic-plan-faltering-growth

Bloomberg: China Shifts to Stimulus Mode With Xi’s Options Dwindling
https://www.bloomberg.com/news/articles/2023-06-13/china-shifts-to-stimulus-mode-with-xi-s-options-dwindling

Bloomberg: China RRR Cut Gives Bigger Growth Boost Than Rate Move
https://www.bloomberg.com/news/articles/2023-05-25/china-rrr-cut-gives-bigger-growth-boost-than-rate-move-be-says

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Rate hikers fear another 1978 even as 2008 comparisons get louder by the week. 499 499 Rate hikers fear another 1978 even as 2008 comparisons get louder by the week. full b1aef36a-5d34-488b-ba20-1d401f3c7ce5 https://share.transistor.fm/s/478b3de7 #interestrates hikers and #centralbank hawks ignore failed #banks in favor of wages, Phillips Curve, and #inflation expectations. They believe the #economy has gone retro and we're stuck in 1978 when more and more each day looks too much like 2008. 

Eurodollar University's weekly conversation w/Steve Van Metre

Speech by Governor Christopher J. Waller
https://www.federalreserve.gov/newsevents/speech/waller20230616a.htm

Bloomberg: Fed’s Barkin Comfortable Doing More to Slow Resilient US Economy
https://www.bloomberg.com/news/articles/2023-06-16/fed-s-barkin-comfortable-doing-more-to-slow-resilient-us-economy

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #interestrates hikers and #centralbank hawks ignore failed #banks in favor of wages, Phillips Curve, and #inflation expectations. They believe the #economy has gone retro and we're stuck in 1978 when more and more each day looks too much like 2008. 

Eurodollar University's weekly conversation w/Steve Van Metre

Speech by Governor Christopher J. Waller
https://www.federalreserve.gov/newsevents/speech/waller20230616a.htm

Bloomberg: Fed’s Barkin Comfortable Doing More to Slow Resilient US Economy
https://www.bloomberg.com/news/articles/2023-06-16/fed-s-barkin-comfortable-doing-more-to-slow-resilient-us-economy

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Mon, 19 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1071 #interestrates hikers and #centralbank hawks ignore failed #banks in favor of wages, Phillips Curve, and #inflation expectations. They believe the #economy has gone retro and we're stuck in 1978 when more and more each day looks too much like 2008. 

Eurodollar University's weekly conversation w/Steve Van Metre

Speech by Governor Christopher J. Waller
https://www.federalreserve.gov/newsevents/speech/waller20230616a.htm

Bloomberg: Fed’s Barkin Comfortable Doing More to Slow Resilient US Economy
https://www.bloomberg.com/news/articles/2023-06-16/fed-s-barkin-comfortable-doing-more-to-slow-resilient-us-economy

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Another pair join globally synchronized as it continues to spread around the world. 498 498 Another pair join globally synchronized as it continues to spread around the world. full 4ab17ab9-49a3-47d0-903b-ada8e63fa8ef https://share.transistor.fm/s/b939910d Following the alarming data from China, New Zealand confirms it is has succumbed to #recession while Australia's yield curve inverted for first time since 2008. Central banks continue to focus on #inflation because of labor data that is wildly overstating economic strength. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Following the alarming data from China, New Zealand confirms it is has succumbed to #recession while Australia's yield curve inverted for first time since 2008. Central banks continue to focus on #inflation because of labor data that is wildly overstating economic strength. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Sun, 18 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1123 Following the alarming data from China, New Zealand confirms it is has succumbed to #recession while Australia's yield curve inverted for first time since 2008. Central banks continue to focus on #inflation because of labor data that is wildly overstating economic strength. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It's not just the massive downside also the speed at which it has developed. 497 497 It's not just the massive downside also the speed at which it has developed. full 26ce902a-83ed-4e59-a49c-27d0707a71ae https://share.transistor.fm/s/e63c4380 The #federalreserve is pausing while the ECB is aggressively hiking #interestrates all at the same time the People's Bank of #china is cutting theirs. What is going on with the global #economy? The answer is #recession and #deflation though those haven't yet knocked #inflation down enough for some of these central bankers. 

Eurodollar University's Money & Macro Analysis

ECB: Monetary policy decisions
https://www.ecb.europa.eu/press/pr/date/2023/html/ecb.mp230615~d34cddb4c6.en.html

The spokesperson of the National Bureau of Statistics answered reporters' questions on the operation of the national economy in May 2023
http://www.stats.gov.cn/sj/sjjd/202306/t20230615_1940669.html


Wang Xin, chief statistician of the Industry Department of the National Bureau of Statistics, interprets the industrial production data in May
http://www.stats.gov.cn/sj/sjjd/202306/t20230615_1940658.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> The #federalreserve is pausing while the ECB is aggressively hiking #interestrates all at the same time the People's Bank of #china is cutting theirs. What is going on with the global #economy? The answer is #recession and #deflation though those haven't yet knocked #inflation down enough for some of these central bankers. 

Eurodollar University's Money & Macro Analysis

ECB: Monetary policy decisions
https://www.ecb.europa.eu/press/pr/date/2023/html/ecb.mp230615~d34cddb4c6.en.html

The spokesperson of the National Bureau of Statistics answered reporters' questions on the operation of the national economy in May 2023
http://www.stats.gov.cn/sj/sjjd/202306/t20230615_1940669.html


Wang Xin, chief statistician of the Industry Department of the National Bureau of Statistics, interprets the industrial production data in May
http://www.stats.gov.cn/sj/sjjd/202306/t20230615_1940658.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Fri, 16 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1091 The #federalreserve is pausing while the ECB is aggressively hiking #interestrates all at the same time the People's Bank of #china is cutting theirs. What is going on with the global #economy? The answer is #recession and #deflation though those haven't yet knocked #inflation down enough for some of these central bankers. 

Eurodollar University's Money & Macro Analysis

ECB: Monetary policy decisions
https://www.ecb.europa.eu/press/pr/date/2023/html/ecb.mp230615~d34cddb4c6.en.html

The spokesperson of the National Bureau of Statistics answered reporters' questions on the operation of the national economy in May 2023
http://www.stats.gov.cn/sj/sjjd/202306/t20230615_1940669.html


Wang Xin, chief statistician of the Industry Department of the National Bureau of Statistics, interprets the industrial production data in May
http://www.stats.gov.cn/sj/sjjd/202306/t20230615_1940658.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Conflicted Fed stuck btw rapidly disappearing inflation & bank crisis already reappearing. 496 496 Conflicted Fed stuck btw rapidly disappearing inflation & bank crisis already reappearing. full e18c9381-28e6-4649-9356-022495c98f4b https://share.transistor.fm/s/28900af4 The #FOMC #federalreserve decided against another #ratehike today, instead choosing not to choose. Some officials insist #inflation is the biggest risk but apparently not enough to act right now. Instead, #recession and #bank problems still weigh enough to force this nonsense of a "hawkish pause" as a temporary compromise. 

Eurodollar University's Money & Macro Analysis

Bloomberg: There’s More Trouble Coming for Regional Banks
https://www.bloomberg.com/news/articles/2023-06-10/apollo-spotted-a-worrying-real-estate-signal-for-regional-banks-credit-weekly

FOMC SEP Summary of Economic Projections June 2023
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20230614.pdf

CNN: ‘Labor hoarding’ is gaining steam as businesses brace for a recession
https://www.cnn.com/2023/06/08/economy/labor-hoarding-economy/index.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> The #FOMC #federalreserve decided against another #ratehike today, instead choosing not to choose. Some officials insist #inflation is the biggest risk but apparently not enough to act right now. Instead, #recession and #bank problems still weigh enough to force this nonsense of a "hawkish pause" as a temporary compromise. 

Eurodollar University's Money & Macro Analysis

Bloomberg: There’s More Trouble Coming for Regional Banks
https://www.bloomberg.com/news/articles/2023-06-10/apollo-spotted-a-worrying-real-estate-signal-for-regional-banks-credit-weekly

FOMC SEP Summary of Economic Projections June 2023
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20230614.pdf

CNN: ‘Labor hoarding’ is gaining steam as businesses brace for a recession
https://www.cnn.com/2023/06/08/economy/labor-hoarding-economy/index.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Thu, 15 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1107 The #FOMC #federalreserve decided against another #ratehike today, instead choosing not to choose. Some officials insist #inflation is the biggest risk but apparently not enough to act right now. Instead, #recession and #bank problems still weigh enough to force this nonsense of a "hawkish pause" as a temporary compromise. 

Eurodollar University's Money & Macro Analysis

Bloomberg: There’s More Trouble Coming for Regional Banks
https://www.bloomberg.com/news/articles/2023-06-10/apollo-spotted-a-worrying-real-estate-signal-for-regional-banks-credit-weekly

FOMC SEP Summary of Economic Projections June 2023
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20230614.pdf

CNN: ‘Labor hoarding’ is gaining steam as businesses brace for a recession
https://www.cnn.com/2023/06/08/economy/labor-hoarding-economy/index.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Now nine with today's US CPI. Worse, China's credit system is in a freefall scaring Beijing. 495 495 Now nine with today's US CPI. Worse, China's credit system is in a freefall scaring Beijing. full b101ad9c-f60d-4679-99dc-37db61cfcaab https://share.transistor.fm/s/a5d37b7a #Deflation #recession shows up in both the US #CPI and #China's credit system during the same month. This isn't random coincidence, rather the effects of the global downturn speeding up and taking over more geographic and economic spaces. It's already enough to get Beijing worried, though not yet enough to do the same in DC. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Credit Growth Beats Expectations Amid Investment Push
https://www.bloomberg.com/news/articles/2023-04-11/china-s-credit-grows-faster-than-expected-following-rrr-cut

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #Deflation #recession shows up in both the US #CPI and #China's credit system during the same month. This isn't random coincidence, rather the effects of the global downturn speeding up and taking over more geographic and economic spaces. It's already enough to get Beijing worried, though not yet enough to do the same in DC. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Credit Growth Beats Expectations Amid Investment Push
https://www.bloomberg.com/news/articles/2023-04-11/china-s-credit-grows-faster-than-expected-following-rrr-cut

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Wed, 14 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1110 #Deflation #recession shows up in both the US #CPI and #China's credit system during the same month. This isn't random coincidence, rather the effects of the global downturn speeding up and taking over more geographic and economic spaces. It's already enough to get Beijing worried, though not yet enough to do the same in DC. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Credit Growth Beats Expectations Amid Investment Push
https://www.bloomberg.com/news/articles/2023-04-11/china-s-credit-grows-faster-than-expected-following-rrr-cut

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Stock crash and bank failures, yet there wasn't a second Great Depression. But why not? 494 494 Stock crash and bank failures, yet there wasn't a second Great Depression. But why not? full 209d1a6e-8bfc-4229-934f-12bc81b3ef0d https://share.transistor.fm/s/ddecbf3b Are #stocks a useful indicator of #recession? How about #depression? If they were, they can't explain how there wasn't a Great Depression 2 in the late 80s. After all, there were hundreds of #bank failures especially after the Crash of '87. Yet, we remember that period of time fondly as the Great "Moderation", a prolonged age of unrivaled global prosperity. The differences btw the 80s and 30s tell us a lot about our chances in the 20s.

Eurodollar University's Money & Macro Analysis

FOMC Conference Call Transcript
Oct 20, 1987
https://www.federalreserve.gov/monetarypolicy/files/FOMC19871020confcall.pdf

FOMC Transcript
Nov 3, 1987
https://www.federalreserve.gov/monetarypolicy/files/FOMC19871103meeting.pdf

FOMC Transcript
Feb 9-10, 1988
https://www.federalreserve.gov/monetarypolicy/files/FOMC19880210meeting.pdf

NBER Business Cycle Dating Committee Determines that Recession Began in July 1990
https://www.nber.org/news/business-cycle-dating-committee-announcement-april-25-1991

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Are #stocks a useful indicator of #recession? How about #depression? If they were, they can't explain how there wasn't a Great Depression 2 in the late 80s. After all, there were hundreds of #bank failures especially after the Crash of '87. Yet, we remember that period of time fondly as the Great "Moderation", a prolonged age of unrivaled global prosperity. The differences btw the 80s and 30s tell us a lot about our chances in the 20s.

Eurodollar University's Money & Macro Analysis

FOMC Conference Call Transcript
Oct 20, 1987
https://www.federalreserve.gov/monetarypolicy/files/FOMC19871020confcall.pdf

FOMC Transcript
Nov 3, 1987
https://www.federalreserve.gov/monetarypolicy/files/FOMC19871103meeting.pdf

FOMC Transcript
Feb 9-10, 1988
https://www.federalreserve.gov/monetarypolicy/files/FOMC19880210meeting.pdf

NBER Business Cycle Dating Committee Determines that Recession Began in July 1990
https://www.nber.org/news/business-cycle-dating-committee-announcement-april-25-1991

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Tue, 13 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1179 Are #stocks a useful indicator of #recession? How about #depression? If they were, they can't explain how there wasn't a Great Depression 2 in the late 80s. After all, there were hundreds of #bank failures especially after the Crash of '87. Yet, we remember that period of time fondly as the Great "Moderation", a prolonged age of unrivaled global prosperity. The differences btw the 80s and 30s tell us a lot about our chances in the 20s.

Eurodollar University's Money & Macro Analysis

FOMC Conference Call Transcript
Oct 20, 1987
https://www.federalreserve.gov/monetarypolicy/files/FOMC19871020confcall.pdf

FOMC Transcript
Nov 3, 1987
https://www.federalreserve.gov/monetarypolicy/files/FOMC19871103meeting.pdf

FOMC Transcript
Feb 9-10, 1988
https://www.federalreserve.gov/monetarypolicy/files/FOMC19880210meeting.pdf

NBER Business Cycle Dating Committee Determines that Recession Began in July 1990
https://www.nber.org/news/business-cycle-dating-committee-announcement-april-25-1991

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Key data shows the situation is critical and it keeps coming in worse, not better. 493 493 Key data shows the situation is critical and it keeps coming in worse, not better. full 3c3183d3-e81f-4298-822f-fe4679831bea https://share.transistor.fm/s/82ef0e6e Crisis borrowing at the Fed's emergency BTFP surged this week to a new high as #bankingcrisis grows critical. We're seeing more and more signs of serious #creditcrunch which, if it continues like this, won't take long to imperil more markets and the general #economy. #recession  

Eurodollar University's weekly conversation w/Steve Van Metre

Bloomberg: Ackman-Backed Builder Says 48 Lenders Rejected Apartment Project
https://www.bloomberg.com/news/articles/2023-06-08/real-estate-builder-backed-by-ackman-says-lenders-rejecting-new-apartment-deals

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Crisis borrowing at the Fed's emergency BTFP surged this week to a new high as #bankingcrisis grows critical. We're seeing more and more signs of serious #creditcrunch which, if it continues like this, won't take long to imperil more markets and the general #economy. #recession  

Eurodollar University's weekly conversation w/Steve Van Metre

Bloomberg: Ackman-Backed Builder Says 48 Lenders Rejected Apartment Project
https://www.bloomberg.com/news/articles/2023-06-08/real-estate-builder-backed-by-ackman-says-lenders-rejecting-new-apartment-deals

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Mon, 12 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1118 Crisis borrowing at the Fed's emergency BTFP surged this week to a new high as #bankingcrisis grows critical. We're seeing more and more signs of serious #creditcrunch which, if it continues like this, won't take long to imperil more markets and the general #economy. #recession  

Eurodollar University's weekly conversation w/Steve Van Metre

Bloomberg: Ackman-Backed Builder Says 48 Lenders Rejected Apartment Project
https://www.bloomberg.com/news/articles/2023-06-08/real-estate-builder-backed-by-ackman-says-lenders-rejecting-new-apartment-deals

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Prices aren't just falling at a faster rate there, world's second economy is now falling apart. 492 492 Prices aren't just falling at a faster rate there, world's second economy is now falling apart. full 513575c2-e3d2-4477-9c62-813acc1cff7f https://share.transistor.fm/s/5475e78b Both producer and consumer prices in #china fell again in the month of May as global #recession continues to hammer the Chinese economy. Though central banks see only #inflation risks, the #deflationary economy is no longer a risk. This one goes a long way toward confirming it. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Central Bank Governor Reiterates Stable Policy Stance
https://www.bloomberg.com/news/articles/2023-06-09/china-s-central-bank-governor-reiterates-stable-policy-stance

Reuters: China's property shares surge as investors bet on stimulus hopes
https://www.reuters.com/world/china/chinas-property-shares-surge-investors-bet-stimulus-hopes-2023-06-06/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Both producer and consumer prices in #china fell again in the month of May as global #recession continues to hammer the Chinese economy. Though central banks see only #inflation risks, the #deflationary economy is no longer a risk. This one goes a long way toward confirming it. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Central Bank Governor Reiterates Stable Policy Stance
https://www.bloomberg.com/news/articles/2023-06-09/china-s-central-bank-governor-reiterates-stable-policy-stance

Reuters: China's property shares surge as investors bet on stimulus hopes
https://www.reuters.com/world/china/chinas-property-shares-surge-investors-bet-stimulus-hopes-2023-06-06/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Sun, 11 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1119 Both producer and consumer prices in #china fell again in the month of May as global #recession continues to hammer the Chinese economy. Though central banks see only #inflation risks, the #deflationary economy is no longer a risk. This one goes a long way toward confirming it. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Central Bank Governor Reiterates Stable Policy Stance
https://www.bloomberg.com/news/articles/2023-06-09/china-s-central-bank-governor-reiterates-stable-policy-stance

Reuters: China's property shares surge as investors bet on stimulus hopes
https://www.reuters.com/world/china/chinas-property-shares-surge-investors-bet-stimulus-hopes-2023-06-06/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The last seasonal low point for liquidity unleashed the first wave of the banking crisis. 491 491 The last seasonal low point for liquidity unleashed the first wave of the banking crisis. full 1689ec1e-5f47-479f-92f7-392472065c15 https://share.transistor.fm/s/9b4f427f The global #dollar system is at its weakest point at these specific calendar spots, most susceptible to #collateral problems causing #deflation in #money. With the #bank crisis still raging under the surface, we're going to take a deeper look inside the shadows to see if we can find some answers here.

Eurodollar University's Money & Macro Analysis

OFR: Why Is So Much Repo Not Centrally Cleared?
https://www.financialresearch.gov/briefs/files/OFRBrief_23-01_Why-Is-So-Much-Repo-Not-Centrally-Cleared.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> The global #dollar system is at its weakest point at these specific calendar spots, most susceptible to #collateral problems causing #deflation in #money. With the #bank crisis still raging under the surface, we're going to take a deeper look inside the shadows to see if we can find some answers here.

Eurodollar University's Money & Macro Analysis

OFR: Why Is So Much Repo Not Centrally Cleared?
https://www.financialresearch.gov/briefs/files/OFRBrief_23-01_Why-Is-So-Much-Repo-Not-Centrally-Cleared.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Fri, 09 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1173 The global #dollar system is at its weakest point at these specific calendar spots, most susceptible to #collateral problems causing #deflation in #money. With the #bank crisis still raging under the surface, we're going to take a deeper look inside the shadows to see if we can find some answers here.

Eurodollar University's Money & Macro Analysis

OFR: Why Is So Much Repo Not Centrally Cleared?
https://www.financialresearch.gov/briefs/files/OFRBrief_23-01_Why-Is-So-Much-Repo-Not-Centrally-Cleared.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No First mistake is being impatient with a banking crisis. Second is not paying attention to China. 490 490 First mistake is being impatient with a banking crisis. Second is not paying attention to China. full 0f538a72-6b2a-4d62-af80-a809dc0583b8 https://share.transistor.fm/s/17b6e9ce Central banks in Australia and Canada ended their short #ratehikes #interestrates pause, ignoring the global #recession risks China just reminded everyone about for their own #inflation biases. History (not to mention markets) caution against prematurely shifting when faced with such a high level of uncertainty. 

Eurodollar University's Money & Macro Analysis

World Bank Global Economic Prospects
https://www.worldbank.org/en/publication/global-economic-prospects

RBA Statement by Philip Lowe, Governor: Monetary Policy Decision
https://www.rba.gov.au/media-releases/2023/mr-23-13.html

Bank of Canada raises policy rate 25 basis points, continues quantitative tightening
https://www.bankofcanada.ca/2023/06/fad-press-release-2023-06-07/

Bloomberg: China Asks Big Banks to Cut Deposit Rates to Boost Growth
https://www.bloomberg.com/news/articles/2023-06-06/china-asks-big-banks-to-cut-deposit-rates-again-to-boost-economy

Bloomberg: Treasuries Slide After Surprise Canada Rate Hike: Markets Wrap
https://www.bloomberg.com/news/articles/2023-06-06/equity-futures-point-to-gains-in-asian-benchmarks-markets-wrap#xj4y7vzkg

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Central banks in Australia and Canada ended their short #ratehikes #interestrates pause, ignoring the global #recession risks China just reminded everyone about for their own #inflation biases. History (not to mention markets) caution against prematurely shifting when faced with such a high level of uncertainty. 

Eurodollar University's Money & Macro Analysis

World Bank Global Economic Prospects
https://www.worldbank.org/en/publication/global-economic-prospects

RBA Statement by Philip Lowe, Governor: Monetary Policy Decision
https://www.rba.gov.au/media-releases/2023/mr-23-13.html

Bank of Canada raises policy rate 25 basis points, continues quantitative tightening
https://www.bankofcanada.ca/2023/06/fad-press-release-2023-06-07/

Bloomberg: China Asks Big Banks to Cut Deposit Rates to Boost Growth
https://www.bloomberg.com/news/articles/2023-06-06/china-asks-big-banks-to-cut-deposit-rates-again-to-boost-economy

Bloomberg: Treasuries Slide After Surprise Canada Rate Hike: Markets Wrap
https://www.bloomberg.com/news/articles/2023-06-06/equity-futures-point-to-gains-in-asian-benchmarks-markets-wrap#xj4y7vzkg

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Thu, 08 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1120 Central banks in Australia and Canada ended their short #ratehikes #interestrates pause, ignoring the global #recession risks China just reminded everyone about for their own #inflation biases. History (not to mention markets) caution against prematurely shifting when faced with such a high level of uncertainty. 

Eurodollar University's Money & Macro Analysis

World Bank Global Economic Prospects
https://www.worldbank.org/en/publication/global-economic-prospects

RBA Statement by Philip Lowe, Governor: Monetary Policy Decision
https://www.rba.gov.au/media-releases/2023/mr-23-13.html

Bank of Canada raises policy rate 25 basis points, continues quantitative tightening
https://www.bankofcanada.ca/2023/06/fad-press-release-2023-06-07/

Bloomberg: China Asks Big Banks to Cut Deposit Rates to Boost Growth
https://www.bloomberg.com/news/articles/2023-06-06/china-asks-big-banks-to-cut-deposit-rates-again-to-boost-economy

Bloomberg: Treasuries Slide After Surprise Canada Rate Hike: Markets Wrap
https://www.bloomberg.com/news/articles/2023-06-06/equity-futures-point-to-gains-in-asian-benchmarks-markets-wrap#xj4y7vzkg

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This is not some future problem. It is happening right now. 489 489 This is not some future problem. It is happening right now. full 08df11d4-f98e-455d-872a-e3367dd09e29 https://share.transistor.fm/s/85be3d70 We can actually see #deflation right now in the form of falling producer prices. Europe reported a record drop in its PPI which has major implications starting with #recession and what this means for #inflation. Declining oil and producer prices today are linked to consumer prices and the economy tomorrow. 

Eurodollar University's Money & Macro Analysis

Do Producer Prices Lead Consumer Prices?
https://www.kansascityfed.org/documents/1005/1995-Do%20Producer%20Prices%20Lead%20Consumer%20Prices%3F.pdf

The Commodity–Consumer Price Connection: Fact or Fable?
https://www.newyorkfed.org/medialibrary/media/research/epr/95v01n3/9510blom.pdf

Building A Pipeline Between Producer and Consumer Prices
https://www.richmondfed.org/publications/research/economic_brief/2022/eb_22-38

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> We can actually see #deflation right now in the form of falling producer prices. Europe reported a record drop in its PPI which has major implications starting with #recession and what this means for #inflation. Declining oil and producer prices today are linked to consumer prices and the economy tomorrow. 

Eurodollar University's Money & Macro Analysis

Do Producer Prices Lead Consumer Prices?
https://www.kansascityfed.org/documents/1005/1995-Do%20Producer%20Prices%20Lead%20Consumer%20Prices%3F.pdf

The Commodity–Consumer Price Connection: Fact or Fable?
https://www.newyorkfed.org/medialibrary/media/research/epr/95v01n3/9510blom.pdf

Building A Pipeline Between Producer and Consumer Prices
https://www.richmondfed.org/publications/research/economic_brief/2022/eb_22-38

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Wed, 07 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1114 We can actually see #deflation right now in the form of falling producer prices. Europe reported a record drop in its PPI which has major implications starting with #recession and what this means for #inflation. Declining oil and producer prices today are linked to consumer prices and the economy tomorrow. 

Eurodollar University's Money & Macro Analysis

Do Producer Prices Lead Consumer Prices?
https://www.kansascityfed.org/documents/1005/1995-Do%20Producer%20Prices%20Lead%20Consumer%20Prices%3F.pdf

The Commodity–Consumer Price Connection: Fact or Fable?
https://www.newyorkfed.org/medialibrary/media/research/epr/95v01n3/9510blom.pdf

Building A Pipeline Between Producer and Consumer Prices
https://www.richmondfed.org/publications/research/economic_brief/2022/eb_22-38

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global resignation: we've finally reached the point where very nearly everything is giving in. 484 484 Global resignation: we've finally reached the point where very nearly everything is giving in. full 37fca8b4-f8f3-4a88-8afc-117bc4452af8 https://share.transistor.fm/s/bc5873f8 Deflation and recession are everywhere. Almost. Of the few holdouts, only some of the US labor data starting with the least serious of the accounts. Apart from it, markets and macro are almost completely in sync. The ambiguity of previous months is melting away in favor of clarity. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Deflation and recession are everywhere. Almost. Of the few holdouts, only some of the US labor data starting with the least serious of the accounts. Apart from it, markets and macro are almost completely in sync. The ambiguity of previous months is melting away in favor of clarity. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Tue, 06 Jun 2023 22:26:31 -0400 Jeff Snider Jeff Snider 1061 Deflation and recession are everywhere. Almost. Of the few holdouts, only some of the US labor data starting with the least serious of the accounts. Apart from it, markets and macro are almost completely in sync. The ambiguity of previous months is melting away in favor of clarity. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Desperate act confirms global recession conditions. 488 488 Desperate act confirms global recession conditions. full cc9e0e54-0849-440e-b7b3-31687cd9b2c9 https://share.transistor.fm/s/279b48f4 Saudis try for #oilpricehike but #oil runs instead into unmovable #recession. The real #economy continues to weaken which means demand is dominating market factors, not supply. Confirming the oil market's view of the situation, key US services data tumbles. 

Eurodollar University's Money & Macro Analysis

CNBC: https://www.cnbc.com/2023/06/05/opec-oil-prices-pop-after-saudi-arabia-pledges-production-cuts.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Saudis try for #oilpricehike but #oil runs instead into unmovable #recession. The real #economy continues to weaken which means demand is dominating market factors, not supply. Confirming the oil market's view of the situation, key US services data tumbles. 

Eurodollar University's Money & Macro Analysis

CNBC: https://www.cnbc.com/2023/06/05/opec-oil-prices-pop-after-saudi-arabia-pledges-production-cuts.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Tue, 06 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1064 Saudis try for #oilpricehike but #oil runs instead into unmovable #recession. The real #economy continues to weaken which means demand is dominating market factors, not supply. Confirming the oil market's view of the situation, key US services data tumbles. 

Eurodollar University's Money & Macro Analysis

CNBC: https://www.cnbc.com/2023/06/05/opec-oil-prices-pop-after-saudi-arabia-pledges-production-cuts.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The global market crash everyone sees but no one wants to talk about. 487 487 The global market crash everyone sees but no one wants to talk about. full c847d3bb-8826-44fd-a5c8-9912182e25cb https://share.transistor.fm/s/8ef2fa76 #realestate and property #assetbubble across the world is going bust risking a renewed #bankcrisis plus #recession the US. The situation in #China with developers rather than turning around is causing the government to repeat its failed strategies. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Mulls New Property Support Package to Boost Economy
https://www.bloomberg.com/news/articles/2023-06-02/china-mulls-new-property-market-support-package-to-boost-economy#xj4y7vzkg

Bloomberg: Perot Jr. Sees Recession for CRE Without Bank Lending (Video)
https://www.bloomberg.com/news/articles/2023-05-31/perot-jr-sees-recession-for-cre-without-bank-lending-video#xj4y7vzkg

Elon Musk (Twitter)
https://twitter.com/elonmusk/status/1663238551406772245

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> #realestate and property #assetbubble across the world is going bust risking a renewed #bankcrisis plus #recession the US. The situation in #China with developers rather than turning around is causing the government to repeat its failed strategies. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Mulls New Property Support Package to Boost Economy
https://www.bloomberg.com/news/articles/2023-06-02/china-mulls-new-property-market-support-package-to-boost-economy#xj4y7vzkg

Bloomberg: Perot Jr. Sees Recession for CRE Without Bank Lending (Video)
https://www.bloomberg.com/news/articles/2023-05-31/perot-jr-sees-recession-for-cre-without-bank-lending-video#xj4y7vzkg

Elon Musk (Twitter)
https://twitter.com/elonmusk/status/1663238551406772245

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Mon, 05 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1139 #realestate and property #assetbubble across the world is going bust risking a renewed #bankcrisis plus #recession the US. The situation in #China with developers rather than turning around is causing the government to repeat its failed strategies. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Mulls New Property Support Package to Boost Economy
https://www.bloomberg.com/news/articles/2023-06-02/china-mulls-new-property-market-support-package-to-boost-economy#xj4y7vzkg

Bloomberg: Perot Jr. Sees Recession for CRE Without Bank Lending (Video)
https://www.bloomberg.com/news/articles/2023-05-31/perot-jr-sees-recession-for-cre-without-bank-lending-video#xj4y7vzkg

Elon Musk (Twitter)
https://twitter.com/elonmusk/status/1663238551406772245

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This doesn't fit at all with what everyone is saying about jobs and the economy. 486 486 This doesn't fit at all with what everyone is saying about jobs and the economy. full 59b321aa-ac41-415a-ae76-1f175ee9d40d https://share.transistor.fm/s/205cf6d2 Payroll report (CES) shows steady growth in top-line jobs though anything but everywhere else. Hours are being outright cut while employment (CPS) was down big with economic recession ramping up. Even the unemployment rate jumped for once. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Payroll report (CES) shows steady growth in top-line jobs though anything but everywhere else. Hours are being outright cut while employment (CPS) was down big with economic recession ramping up. Even the unemployment rate jumped for once. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Sun, 04 Jun 2023 14:58:49 -0400 Jeff Snider Jeff Snider 1096 Payroll report (CES) shows steady growth in top-line jobs though anything but everywhere else. Hours are being outright cut while employment (CPS) was down big with economic recession ramping up. Even the unemployment rate jumped for once. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Another crucial milestone you shouldn't miss. 485 485 Another crucial milestone you shouldn't miss. full d7ecb470-5b1b-4fda-a0d0-2ab2b0420d39 https://share.transistor.fm/s/ba616e2a Inflation pressures are disappearing as deflation and recession conditions continue to take over. The Federal Reserve won't be able to keep up its interest rate stance for very long. 

The 5-year TIPS breakeven was once the epitome of the "inflation" panic, swelling to record highs during March 2022's shock crisis. And while the Fed continues to see inflation everywhere, that same market measure just hit a new multi-year low. Worse, it did so while more and more points to the fact time's up on deflation and recession.

Eurodollar University's Money & Macro Analysis

Bloomberg: ECB’s Lagarde Sees No Clear Evidence Core Inflation Has Peaked
https://www.bloomberg.com/news/articles/2023-06-01/ecb-s-lagarde-sees-no-clear-evidence-core-inflation-has-peaked

FOMC Transcript: August 5, 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080805meeting.pdf

ISM Manufacturing for May 2023
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/may/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Inflation pressures are disappearing as deflation and recession conditions continue to take over. The Federal Reserve won't be able to keep up its interest rate stance for very long. 

The 5-year TIPS breakeven was once the epitome of the "inflation" panic, swelling to record highs during March 2022's shock crisis. And while the Fed continues to see inflation everywhere, that same market measure just hit a new multi-year low. Worse, it did so while more and more points to the fact time's up on deflation and recession.

Eurodollar University's Money & Macro Analysis

Bloomberg: ECB’s Lagarde Sees No Clear Evidence Core Inflation Has Peaked
https://www.bloomberg.com/news/articles/2023-06-01/ecb-s-lagarde-sees-no-clear-evidence-core-inflation-has-peaked

FOMC Transcript: August 5, 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080805meeting.pdf

ISM Manufacturing for May 2023
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/may/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Fri, 02 Jun 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1147 Inflation pressures are disappearing as deflation and recession conditions continue to take over. The Federal Reserve won't be able to keep up its interest rate stance for very long. 

The 5-year TIPS breakeven was once the epitome of the "inflation" panic, swelling to record highs during March 2022's shock crisis. And while the Fed continues to see inflation everywhere, that same market measure just hit a new multi-year low. Worse, it did so while more and more points to the fact time's up on deflation and recession.

Eurodollar University's Money & Macro Analysis

Bloomberg: ECB’s Lagarde Sees No Clear Evidence Core Inflation Has Peaked
https://www.bloomberg.com/news/articles/2023-06-01/ecb-s-lagarde-sees-no-clear-evidence-core-inflation-has-peaked

FOMC Transcript: August 5, 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080805meeting.pdf

ISM Manufacturing for May 2023
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/may/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Credit crunch is spreading throughout Europe, already reaching deflationary crisis proportions. 483 483 Credit crunch is spreading throughout Europe, already reaching deflationary crisis proportions. full 5f9a554e-539f-4a24-b3be-6bab5283f337 https://share.transistor.fm/s/fb5d1ea1 Oil can't catch a sustained bid, too easily falling right back into contango. With the US debt ceiling agreement (in principle), rates markets worldwide can now go back to their regularly scheduled alarms. And they have. European banking data shows why that is as contagion spreads across loan books. 

Eurodollar University's Money & Macro Analysis

CNBC: Credit Suisse weighs capital hike, possibility of exiting U.S. market
https://www.cnbc.com/2022/09/22/credit-suisse-weighs-capital-hike-looks-to-possibly-exit-us-market.html

Credit Suisse: Securitized Products
https://www.credit-suisse.com/us/en/investment-banking/global-markets/credit/securitized-products.html

CNBC: Credit Suisse sells most of its securitized products business to Apollo as it speeds up restructure
https://www.cnbc.com/2022/11/15/credit-suisse-to-sell-securitized-products-business-to-apollo-as-it-accelerates-restructure.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Oil can't catch a sustained bid, too easily falling right back into contango. With the US debt ceiling agreement (in principle), rates markets worldwide can now go back to their regularly scheduled alarms. And they have. European banking data shows why that is as contagion spreads across loan books. 

Eurodollar University's Money & Macro Analysis

CNBC: Credit Suisse weighs capital hike, possibility of exiting U.S. market
https://www.cnbc.com/2022/09/22/credit-suisse-weighs-capital-hike-looks-to-possibly-exit-us-market.html

Credit Suisse: Securitized Products
https://www.credit-suisse.com/us/en/investment-banking/global-markets/credit/securitized-products.html

CNBC: Credit Suisse sells most of its securitized products business to Apollo as it speeds up restructure
https://www.cnbc.com/2022/11/15/credit-suisse-to-sell-securitized-products-business-to-apollo-as-it-accelerates-restructure.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Wed, 31 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1099 Oil can't catch a sustained bid, too easily falling right back into contango. With the US debt ceiling agreement (in principle), rates markets worldwide can now go back to their regularly scheduled alarms. And they have. European banking data shows why that is as contagion spreads across loan books. 

Eurodollar University's Money & Macro Analysis

CNBC: Credit Suisse weighs capital hike, possibility of exiting U.S. market
https://www.cnbc.com/2022/09/22/credit-suisse-weighs-capital-hike-looks-to-possibly-exit-us-market.html

Credit Suisse: Securitized Products
https://www.credit-suisse.com/us/en/investment-banking/global-markets/credit/securitized-products.html

CNBC: Credit Suisse sells most of its securitized products business to Apollo as it speeds up restructure
https://www.cnbc.com/2022/11/15/credit-suisse-to-sell-securitized-products-business-to-apollo-as-it-accelerates-restructure.html

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It's the incomes, stupid. 482 482 It's the incomes, stupid. full c822246a-c91a-4d0b-8745-b087a1b90057 https://share.transistor.fm/s/fba8c43c Everyone loves GDP including the government agency which calculates it. Even so, GDI has been a more useful signal for cyclical changes, particularly peaks. Last week's GDP update included the first look at current GDI estimates. These don't leave any room for interpretation or imagination. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Everyone loves GDP including the government agency which calculates it. Even so, GDI has been a more useful signal for cyclical changes, particularly peaks. Last week's GDP update included the first look at current GDI estimates. These don't leave any room for interpretation or imagination. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Tue, 30 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1123 Everyone loves GDP including the government agency which calculates it. Even so, GDI has been a more useful signal for cyclical changes, particularly peaks. Last week's GDP update included the first look at current GDI estimates. These don't leave any room for interpretation or imagination. 

Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Why it is always the government for these things. 481 481 Why it is always the government for these things. full ea830b62-b4af-4207-bde0-91d2c5fab46d https://share.transistor.fm/s/f9301906 Structural inflation or something else. To mainstream Economists, consumer prices are being driven by structural forces such as demographics, oil production, and, of course, government. As Ronald Coase once said, torture the data long enough and it will confess.

Eurodollar University's weekly conversation w/Steve Van Metre

Ronald Coase: Volume Title: Economic Research: Retrospect and Prospect, Volume 3,
Policy Issues and Research Opportunities in Industrial Organization
https://www.nber.org/system/files/chapters/c7618/c7618.pdf

Praxis Finl Publishing: His Warnings On Inflation and QE Were Early and Right. What Worries Robert Kaplan Now?
https://static1.squarespace.com/static/63c0b55f1e77917ba5b2e745/t/6468e7f937e55467ef91f677/1684596737940/Praxis+Sample+6.pdf


Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Structural inflation or something else. To mainstream Economists, consumer prices are being driven by structural forces such as demographics, oil production, and, of course, government. As Ronald Coase once said, torture the data long enough and it will confess.

Eurodollar University's weekly conversation w/Steve Van Metre

Ronald Coase: Volume Title: Economic Research: Retrospect and Prospect, Volume 3,
Policy Issues and Research Opportunities in Industrial Organization
https://www.nber.org/system/files/chapters/c7618/c7618.pdf

Praxis Finl Publishing: His Warnings On Inflation and QE Were Early and Right. What Worries Robert Kaplan Now?
https://static1.squarespace.com/static/63c0b55f1e77917ba5b2e745/t/6468e7f937e55467ef91f677/1684596737940/Praxis+Sample+6.pdf


Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Mon, 29 May 2023 13:14:34 -0400 Jeff Snider Jeff Snider 1128 Structural inflation or something else. To mainstream Economists, consumer prices are being driven by structural forces such as demographics, oil production, and, of course, government. As Ronald Coase once said, torture the data long enough and it will confess.

Eurodollar University's weekly conversation w/Steve Van Metre

Ronald Coase: Volume Title: Economic Research: Retrospect and Prospect, Volume 3,
Policy Issues and Research Opportunities in Industrial Organization
https://www.nber.org/system/files/chapters/c7618/c7618.pdf

Praxis Finl Publishing: His Warnings On Inflation and QE Were Early and Right. What Worries Robert Kaplan Now?
https://static1.squarespace.com/static/63c0b55f1e77917ba5b2e745/t/6468e7f937e55467ef91f677/1684596737940/Praxis+Sample+6.pdf


Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No An escalating series of monetary tremors still shaking the eurodollar's world. 480 480 An escalating series of monetary tremors still shaking the eurodollar's world. full 4e29de9e-8bff-467d-8410-3d99e250c4c0 https://share.transistor.fm/s/7d41fc92 Trying to figure out the state of the economy and monetary system by looking backward through consumer price estimates is, well, backward. To understand where we're going, we have to look forward by breaking down the eurodollar details, decoding the data and its signals. Where money is moving...and where it isn't. Shedding some light into the dark eurodollar shadows.

Eurodollar University's Money & Macro Analysis

DTCC GCF Repo
https://www.dtcc.com/clearing-services/ficc-gov/gcf-repo

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Trying to figure out the state of the economy and monetary system by looking backward through consumer price estimates is, well, backward. To understand where we're going, we have to look forward by breaking down the eurodollar details, decoding the data and its signals. Where money is moving...and where it isn't. Shedding some light into the dark eurodollar shadows.

Eurodollar University's Money & Macro Analysis

DTCC GCF Repo
https://www.dtcc.com/clearing-services/ficc-gov/gcf-repo

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Sun, 28 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1195 Trying to figure out the state of the economy and monetary system by looking backward through consumer price estimates is, well, backward. To understand where we're going, we have to look forward by breaking down the eurodollar details, decoding the data and its signals. Where money is moving...and where it isn't. Shedding some light into the dark eurodollar shadows.

Eurodollar University's Money & Macro Analysis

DTCC GCF Repo
https://www.dtcc.com/clearing-services/ficc-gov/gcf-repo

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It is going to get a lot worse before any chance of getting better. 479 479 It is going to get a lot worse before any chance of getting better. full 4cf674f0-0896-4f6d-b23c-9b7b3ba68420 https://share.transistor.fm/s/9056f551 German GDP revisions show the country already mired in recession despite the government's assurances there wouldn't be one. And to reemphasize the global nature of the deflationary setback, US corporate profits tanked in the first quarter right when American hiring and wages was hoped to be enough for the soft landing. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Scholz Sees Germany Riding Out War in Ukraine Without Recession
https://www.bloomberg.com/news/features/2023-01-17/german-chancellor-olaf-scholz-on-2023-economic-outlook-war-in-ukraine

Bloomberg: Germany to Quash Recession Fears With 2023 Growth Forecast
https://www.bloomberg.com/news/articles/2023-01-24/german-government-expects-economy-to-grow-by-0-2-this-year

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> German GDP revisions show the country already mired in recession despite the government's assurances there wouldn't be one. And to reemphasize the global nature of the deflationary setback, US corporate profits tanked in the first quarter right when American hiring and wages was hoped to be enough for the soft landing. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Scholz Sees Germany Riding Out War in Ukraine Without Recession
https://www.bloomberg.com/news/features/2023-01-17/german-chancellor-olaf-scholz-on-2023-economic-outlook-war-in-ukraine

Bloomberg: Germany to Quash Recession Fears With 2023 Growth Forecast
https://www.bloomberg.com/news/articles/2023-01-24/german-government-expects-economy-to-grow-by-0-2-this-year

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Fri, 26 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1134 German GDP revisions show the country already mired in recession despite the government's assurances there wouldn't be one. And to reemphasize the global nature of the deflationary setback, US corporate profits tanked in the first quarter right when American hiring and wages was hoped to be enough for the soft landing. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Scholz Sees Germany Riding Out War in Ukraine Without Recession
https://www.bloomberg.com/news/features/2023-01-17/german-chancellor-olaf-scholz-on-2023-economic-outlook-war-in-ukraine

Bloomberg: Germany to Quash Recession Fears With 2023 Growth Forecast
https://www.bloomberg.com/news/articles/2023-01-24/german-government-expects-economy-to-grow-by-0-2-this-year

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Why there is so much near-certainty about the worst case. 478 478 Why there is so much near-certainty about the worst case. full f0dad036-ffc6-44c3-89b3-f45706af816d https://share.transistor.fm/s/718b0301 The deflationary wave sweeping the global system isn't one thing or another, it is becoming all the things everywhere. That's what makes such a compelling case for the worst case, a deflationary recession. Not just US banks or US markets, here we examine European markets and forward rates and what those mean.  SPOILER: the same things.

Eurodollar University's Money & Macro Analysis

Semiannual Monetary Policy Report to the Congress; Chairman Jerome H. Powell; July 17, 2018
https://www.federalreserve.gov/newsevents/testimony/powell20180717a.htm

Benati & Goodhart: Investigating time-variation in the marginal predictive power of the yield spread
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1005123

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> The deflationary wave sweeping the global system isn't one thing or another, it is becoming all the things everywhere. That's what makes such a compelling case for the worst case, a deflationary recession. Not just US banks or US markets, here we examine European markets and forward rates and what those mean.  SPOILER: the same things.

Eurodollar University's Money & Macro Analysis

Semiannual Monetary Policy Report to the Congress; Chairman Jerome H. Powell; July 17, 2018
https://www.federalreserve.gov/newsevents/testimony/powell20180717a.htm

Benati & Goodhart: Investigating time-variation in the marginal predictive power of the yield spread
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1005123

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Thu, 25 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1100 The deflationary wave sweeping the global system isn't one thing or another, it is becoming all the things everywhere. That's what makes such a compelling case for the worst case, a deflationary recession. Not just US banks or US markets, here we examine European markets and forward rates and what those mean.  SPOILER: the same things.

Eurodollar University's Money & Macro Analysis

Semiannual Monetary Policy Report to the Congress; Chairman Jerome H. Powell; July 17, 2018
https://www.federalreserve.gov/newsevents/testimony/powell20180717a.htm

Benati & Goodhart: Investigating time-variation in the marginal predictive power of the yield spread
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1005123

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Supply cuts just can't keep up with banking crisis, recession, and now unleashed dollar "bull." 477 477 Supply cuts just can't keep up with banking crisis, recession, and now unleashed dollar "bull." full 50007efb-4398-4e73-9d7b-7c46f079c21f https://share.transistor.fm/s/7625b412 Saudi Arabia's oil minister implicitly threatened more action from OPEC due to "low" prices and growing short positions betting against supply constraints. Demand is increasingly dire and not just for energy. Deflationary signals are growing in other commodities as well as a whole bunch of economic data, too. 

Eurodollar University's Money & Macro Analysis

Telegraph (India): Reserve Bank of India intervenes strongly to stop rupee slide without targeting any level
https://www.telegraphindia.com/business/reserve-bank-of-india-intervenes-strongly-to-stop-rupee-slide-without-targeting-any-level/cid/1938073

CNBC: Saudi oil minister warns market speculators to ‘watch out’ ahead of OPEC+ meeting
https://www.cnbc.com/2023/05/23/saudi-oil-minister-warns-market-speculators-to-watch-out-ahead-of-opec-meeting.html

SPG: US PMI Press Release
https://www.pmi.spglobal.com/Public/Home/PressRelease/fb16b048c1ca4d659e136ae0c52faaa2

SPG: Europe PMI Press Release
https://www.pmi.spglobal.com/Public/Home/PressRelease/be7af66837044599909ada08e24783b8

Chicago Fed Survey of Economic Conditions
https://www.chicagofed.org/research/data/cfsec/current-data

Richmond Fed Fifth District Survey of Service Sector Activity
https://www.richmondfed.org/-/media/RichmondFedOrg/research/regional_economy/surveys_of_business_conditions/service_sector/2023/pdf/svc_05_23_23.pdf


Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Saudi Arabia's oil minister implicitly threatened more action from OPEC due to "low" prices and growing short positions betting against supply constraints. Demand is increasingly dire and not just for energy. Deflationary signals are growing in other commodities as well as a whole bunch of economic data, too. 

Eurodollar University's Money & Macro Analysis

Telegraph (India): Reserve Bank of India intervenes strongly to stop rupee slide without targeting any level
https://www.telegraphindia.com/business/reserve-bank-of-india-intervenes-strongly-to-stop-rupee-slide-without-targeting-any-level/cid/1938073

CNBC: Saudi oil minister warns market speculators to ‘watch out’ ahead of OPEC+ meeting
https://www.cnbc.com/2023/05/23/saudi-oil-minister-warns-market-speculators-to-watch-out-ahead-of-opec-meeting.html

SPG: US PMI Press Release
https://www.pmi.spglobal.com/Public/Home/PressRelease/fb16b048c1ca4d659e136ae0c52faaa2

SPG: Europe PMI Press Release
https://www.pmi.spglobal.com/Public/Home/PressRelease/be7af66837044599909ada08e24783b8

Chicago Fed Survey of Economic Conditions
https://www.chicagofed.org/research/data/cfsec/current-data

Richmond Fed Fifth District Survey of Service Sector Activity
https://www.richmondfed.org/-/media/RichmondFedOrg/research/regional_economy/surveys_of_business_conditions/service_sector/2023/pdf/svc_05_23_23.pdf


Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Wed, 24 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1030 Saudi Arabia's oil minister implicitly threatened more action from OPEC due to "low" prices and growing short positions betting against supply constraints. Demand is increasingly dire and not just for energy. Deflationary signals are growing in other commodities as well as a whole bunch of economic data, too. 

Eurodollar University's Money & Macro Analysis

Telegraph (India): Reserve Bank of India intervenes strongly to stop rupee slide without targeting any level
https://www.telegraphindia.com/business/reserve-bank-of-india-intervenes-strongly-to-stop-rupee-slide-without-targeting-any-level/cid/1938073

CNBC: Saudi oil minister warns market speculators to ‘watch out’ ahead of OPEC+ meeting
https://www.cnbc.com/2023/05/23/saudi-oil-minister-warns-market-speculators-to-watch-out-ahead-of-opec-meeting.html

SPG: US PMI Press Release
https://www.pmi.spglobal.com/Public/Home/PressRelease/fb16b048c1ca4d659e136ae0c52faaa2

SPG: Europe PMI Press Release
https://www.pmi.spglobal.com/Public/Home/PressRelease/be7af66837044599909ada08e24783b8

Chicago Fed Survey of Economic Conditions
https://www.chicagofed.org/research/data/cfsec/current-data

Richmond Fed Fifth District Survey of Service Sector Activity
https://www.richmondfed.org/-/media/RichmondFedOrg/research/regional_economy/surveys_of_business_conditions/service_sector/2023/pdf/svc_05_23_23.pdf


Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Proving once again it's the Euro$'s world. When it goes bad, there's nothing to do but lie. 476 476 Proving once again it's the Euro$'s world. When it goes bad, there's nothing to do but lie. full a930bd0f-ec3a-46d6-9b06-94f0b70300f0 https://share.transistor.fm/s/aff20307 The LIBOR scandal won't go away because it hasn't been properly identified. Govts and officials have alleged it was banks who misbehaved when all along it may have been authorities. Why did they get rid of LIBOR? Because it exposed the real corruption in the monetary world. The EURODOLLAR's world. 

Eurodollar University's Money & Macro Analysis

BBC: Interest rate 'rigging' evidence 'covered up' by banks
https://www.bbc.com/news/business-65635243

RCM: New Urgency In the Marketplace Lacks Meaning to Monetary Officials
https://www.realclearmarkets.com/articles/2022/12/09/new_urgency_in_the_marketplace_lacks_meaning_to_monetary_officials_869290.html

RCM: Someone Isn't Agreeing With the Fed's Groupthink
https://www.realclearmarkets.com/articles/2018/08/31/someone_isnt_agreeing_with_the_feds_groupthink_103402.html

THE ANNUAL REPORT OF THE FINANCIAL STABILITY OVERSIGHT COUNCIL
112th Congress (2011-2012) Geithner/Bernanke testimony
https://www.congress.gov/event/112th-congress/house-event/LC2364/text

FOMC Transcript Oct 7, 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20081007confcall.pdf

FOMC Transcript Aug 9, 2011
https://www.federalreserve.gov/monetarypolicy/files/FOMC20110809meeting.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> The LIBOR scandal won't go away because it hasn't been properly identified. Govts and officials have alleged it was banks who misbehaved when all along it may have been authorities. Why did they get rid of LIBOR? Because it exposed the real corruption in the monetary world. The EURODOLLAR's world. 

Eurodollar University's Money & Macro Analysis

BBC: Interest rate 'rigging' evidence 'covered up' by banks
https://www.bbc.com/news/business-65635243

RCM: New Urgency In the Marketplace Lacks Meaning to Monetary Officials
https://www.realclearmarkets.com/articles/2022/12/09/new_urgency_in_the_marketplace_lacks_meaning_to_monetary_officials_869290.html

RCM: Someone Isn't Agreeing With the Fed's Groupthink
https://www.realclearmarkets.com/articles/2018/08/31/someone_isnt_agreeing_with_the_feds_groupthink_103402.html

THE ANNUAL REPORT OF THE FINANCIAL STABILITY OVERSIGHT COUNCIL
112th Congress (2011-2012) Geithner/Bernanke testimony
https://www.congress.gov/event/112th-congress/house-event/LC2364/text

FOMC Transcript Oct 7, 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20081007confcall.pdf

FOMC Transcript Aug 9, 2011
https://www.federalreserve.gov/monetarypolicy/files/FOMC20110809meeting.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Tue, 23 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1139 The LIBOR scandal won't go away because it hasn't been properly identified. Govts and officials have alleged it was banks who misbehaved when all along it may have been authorities. Why did they get rid of LIBOR? Because it exposed the real corruption in the monetary world. The EURODOLLAR's world. 

Eurodollar University's Money & Macro Analysis

BBC: Interest rate 'rigging' evidence 'covered up' by banks
https://www.bbc.com/news/business-65635243

RCM: New Urgency In the Marketplace Lacks Meaning to Monetary Officials
https://www.realclearmarkets.com/articles/2022/12/09/new_urgency_in_the_marketplace_lacks_meaning_to_monetary_officials_869290.html

RCM: Someone Isn't Agreeing With the Fed's Groupthink
https://www.realclearmarkets.com/articles/2018/08/31/someone_isnt_agreeing_with_the_feds_groupthink_103402.html

THE ANNUAL REPORT OF THE FINANCIAL STABILITY OVERSIGHT COUNCIL
112th Congress (2011-2012) Geithner/Bernanke testimony
https://www.congress.gov/event/112th-congress/house-event/LC2364/text

FOMC Transcript Oct 7, 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20081007confcall.pdf

FOMC Transcript Aug 9, 2011
https://www.federalreserve.gov/monetarypolicy/files/FOMC20110809meeting.pdf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No With deposits still falling, govt/Wall St trying desperately to figure out what to do. 475 475 With deposits still falling, govt/Wall St trying desperately to figure out what to do. full e285da8c-0e3d-40e3-935d-d868c6d31d37 https://share.transistor.fm/s/5f878686 Treasury Secretary Yellen held talks with major Wall Street CEOs and bank advisors, raising the subject of further bank mergers. Though that part of the discussion wasn't in the official readout, it was reported anyway and something Yellen had already said in public just a little while ago. There is every reason to believe there is more big trouble ahead. Govt/Wall Street discussions of "mergers" is just more confirmation. 

Eurodollar University's weekly conversation w/Steve Van Metre

Reuters: Yellen expects US regulators to be open to mergers among midsize banks
https://www.reuters.com/markets/yellen-expects-us-regulators-be-open-mergers-among-midsize-banks-2023-05-13/

CNN: Janet Yellen told bank CEOs more mergers may be necessary, sources say
https://www.cnn.com/2023/05/19/investing/janet-yellen-bank-mergers/index.html

Semiannual Monetary Policy Report to the Congress
Chair Janet L. Yellen Before the Committee on Banking, Housing, and Urban Affairs, U.S. Senate, Washington, D.C.
https://www.federalreserve.gov/newsevents/testimony/yellen20140715a.htm

IBD: Foot Locker Spirals As Inventory Issues Trip Up Shoe-Sector Stocks
https://www.investors.com/news/foot-locker-spirals-as-inventory-issues-trip-up-shoe-sector-stocks/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Treasury Secretary Yellen held talks with major Wall Street CEOs and bank advisors, raising the subject of further bank mergers. Though that part of the discussion wasn't in the official readout, it was reported anyway and something Yellen had already said in public just a little while ago. There is every reason to believe there is more big trouble ahead. Govt/Wall Street discussions of "mergers" is just more confirmation. 

Eurodollar University's weekly conversation w/Steve Van Metre

Reuters: Yellen expects US regulators to be open to mergers among midsize banks
https://www.reuters.com/markets/yellen-expects-us-regulators-be-open-mergers-among-midsize-banks-2023-05-13/

CNN: Janet Yellen told bank CEOs more mergers may be necessary, sources say
https://www.cnn.com/2023/05/19/investing/janet-yellen-bank-mergers/index.html

Semiannual Monetary Policy Report to the Congress
Chair Janet L. Yellen Before the Committee on Banking, Housing, and Urban Affairs, U.S. Senate, Washington, D.C.
https://www.federalreserve.gov/newsevents/testimony/yellen20140715a.htm

IBD: Foot Locker Spirals As Inventory Issues Trip Up Shoe-Sector Stocks
https://www.investors.com/news/foot-locker-spirals-as-inventory-issues-trip-up-shoe-sector-stocks/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Mon, 22 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1155 Treasury Secretary Yellen held talks with major Wall Street CEOs and bank advisors, raising the subject of further bank mergers. Though that part of the discussion wasn't in the official readout, it was reported anyway and something Yellen had already said in public just a little while ago. There is every reason to believe there is more big trouble ahead. Govt/Wall Street discussions of "mergers" is just more confirmation. 

Eurodollar University's weekly conversation w/Steve Van Metre

Reuters: Yellen expects US regulators to be open to mergers among midsize banks
https://www.reuters.com/markets/yellen-expects-us-regulators-be-open-mergers-among-midsize-banks-2023-05-13/

CNN: Janet Yellen told bank CEOs more mergers may be necessary, sources say
https://www.cnn.com/2023/05/19/investing/janet-yellen-bank-mergers/index.html

Semiannual Monetary Policy Report to the Congress
Chair Janet L. Yellen Before the Committee on Banking, Housing, and Urban Affairs, U.S. Senate, Washington, D.C.
https://www.federalreserve.gov/newsevents/testimony/yellen20140715a.htm

IBD: Foot Locker Spirals As Inventory Issues Trip Up Shoe-Sector Stocks
https://www.investors.com/news/foot-locker-spirals-as-inventory-issues-trip-up-shoe-sector-stocks/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Banks disclosed the "trigger for systemic risk" as they see it from the inside. It's not rate hikes. 474 474 Banks disclosed the "trigger for systemic risk" as they see it from the inside. It's not rate hikes. full f249d2ba-8c0e-4cba-9da5-5cf159779a22 https://share.transistor.fm/s/fcb038b2 Everyone remotely familiar with banking over the last few years knows there's systemic risk and it starts with commercial real estate (CRE). The Fed's very own Financial Stability Report for May 2023 exposes the details behind the scenes. With CRE prices falling for the first time in over a decade, valuations will eventually have to be adjusted and then all bets are off. Literally.

Eurodollar University's Money & Macro Analysis

FOMC Transcript: Oct 2008 call
https://www.federalreserve.gov/monetarypolicy/files/FOMC20081007confcall.pdf

FOMC Transcript: Sept 2008 meeting
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080916meeting.pdf

Federal Reserve Financial Stability Report: May 2023
https://www.federalreserve.gov/publications/files/financial-stability-report-20230508.pdf

Federal Reserve Domestic Requirements for Banks
https://www.federalreserve.gov/aboutthefed/boardmeetings/files/tailoring-rule-visual-20191010.pdf

Bloomberg: Commercial Real Estate Prices in the US Fall for First Time Since 2011
https://www.bloomberg.com/news/articles/2023-05-17/us-commercial-real-estate-prices-fall-for-first-time-since-2011?leadSource=uverify%20wall

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Everyone remotely familiar with banking over the last few years knows there's systemic risk and it starts with commercial real estate (CRE). The Fed's very own Financial Stability Report for May 2023 exposes the details behind the scenes. With CRE prices falling for the first time in over a decade, valuations will eventually have to be adjusted and then all bets are off. Literally.

Eurodollar University's Money & Macro Analysis

FOMC Transcript: Oct 2008 call
https://www.federalreserve.gov/monetarypolicy/files/FOMC20081007confcall.pdf

FOMC Transcript: Sept 2008 meeting
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080916meeting.pdf

Federal Reserve Financial Stability Report: May 2023
https://www.federalreserve.gov/publications/files/financial-stability-report-20230508.pdf

Federal Reserve Domestic Requirements for Banks
https://www.federalreserve.gov/aboutthefed/boardmeetings/files/tailoring-rule-visual-20191010.pdf

Bloomberg: Commercial Real Estate Prices in the US Fall for First Time Since 2011
https://www.bloomberg.com/news/articles/2023-05-17/us-commercial-real-estate-prices-fall-for-first-time-since-2011?leadSource=uverify%20wall

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Sun, 21 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1114 Everyone remotely familiar with banking over the last few years knows there's systemic risk and it starts with commercial real estate (CRE). The Fed's very own Financial Stability Report for May 2023 exposes the details behind the scenes. With CRE prices falling for the first time in over a decade, valuations will eventually have to be adjusted and then all bets are off. Literally.

Eurodollar University's Money & Macro Analysis

FOMC Transcript: Oct 2008 call
https://www.federalreserve.gov/monetarypolicy/files/FOMC20081007confcall.pdf

FOMC Transcript: Sept 2008 meeting
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080916meeting.pdf

Federal Reserve Financial Stability Report: May 2023
https://www.federalreserve.gov/publications/files/financial-stability-report-20230508.pdf

Federal Reserve Domestic Requirements for Banks
https://www.federalreserve.gov/aboutthefed/boardmeetings/files/tailoring-rule-visual-20191010.pdf

Bloomberg: Commercial Real Estate Prices in the US Fall for First Time Since 2011
https://www.bloomberg.com/news/articles/2023-05-17/us-commercial-real-estate-prices-fall-for-first-time-since-2011?leadSource=uverify%20wall

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The dollar isn't crashing, it is surging again and at the worst time. 473 473 The dollar isn't crashing, it is surging again and at the worst time. full 7e51e731-d9fb-46c2-9ed2-8571e43e774b https://share.transistor.fm/s/17281d8a WTI futures curve moved further in contango, now joined by another major milestone for the dollar bull-ying its way across Asia. China's yuan has slumped substantially, today falling well below 7 to the dollar. CNY wasn't the only one caught up in the goring, though. The dollar bull's "sudden" return is a particularly bad omen especially now. 

Eurodollar University's Money & Macro Analysis

Remarks by Governor Ben S. Bernanke
Before the National Economists Club, Washington, D.C.
https://www.federalreserve.gov/BOARDDOCS/Speeches/2002/20021121/default.htm

Bloomberg: Yuan Slides Past Seven in New Warning Sign for China’s Economy
https://www.bloomberg.com/news/articles/2023-05-17/yuan-weakens-toward-key-psychological-level-amid-data-misses

Reuters: Indian central bank likely sold dollars to limit rupee's decline, traders say
https://www.reuters.com/markets/currencies/indian-cenbank-likely-sold-dollars-limit-rupees-decline-traders-2023-05-18/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


DISCLOSURES
Jeffrey Snider (The Promoter) is acting as a promoter for an investment advisory firm, Atlas Financial Advisors, Inc. (AFA). Jeffrey Snider is affiliated with AFA as a promoter only and is not in any way giving investment advice or recommendations on behalf of AFA. The Promoter is being compensated by a fee arrangement: The Promoter will receive compensation on a quarterly basis, based on the increase in account openings that can be reasonably attributed to the Promoter's activity. The Promoter will not be receiving a portion of any advisory fees. The Promoter has an incentive to recommend the Adviser because the Promoter is being compensated. The opinions expressed on this site and in these videos are those solely of Jeffrey Snider and Eurodollar University and do not represent those of AFA.

]]> WTI futures curve moved further in contango, now joined by another major milestone for the dollar bull-ying its way across Asia. China's yuan has slumped substantially, today falling well below 7 to the dollar. CNY wasn't the only one caught up in the goring, though. The dollar bull's "sudden" return is a particularly bad omen especially now. 

Eurodollar University's Money & Macro Analysis

Remarks by Governor Ben S. Bernanke
Before the National Economists Club, Washington, D.C.
https://www.federalreserve.gov/BOARDDOCS/Speeches/2002/20021121/default.htm

Bloomberg: Yuan Slides Past Seven in New Warning Sign for China’s Economy
https://www.bloomberg.com/news/articles/2023-05-17/yuan-weakens-toward-key-psychological-level-amid-data-misses

Reuters: Indian central bank likely sold dollars to limit rupee's decline, traders say
https://www.reuters.com/markets/currencies/indian-cenbank-likely-sold-dollars-limit-rupees-decline-traders-2023-05-18/

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