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, 17 Apr 2026 07:00:18 -0400 Fri, 17 Apr 2026 07:01:15 -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 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 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 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 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:
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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. 

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

]]> 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

]]> 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. 

Sign up below:
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. 

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

]]> 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.

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

]]> 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

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

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. 

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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

]]> 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

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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. 

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]]> 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

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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns 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

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

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. 

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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.

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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 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.

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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.

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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 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 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 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. 
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---------------------------------------------------------------------------------------------------------------------

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. 
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---------------------------------------------------------------------------------------------------------------------

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
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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

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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
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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

Subscribe @21Shares on YouTube: https://www.youtube.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:
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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

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

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

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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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Follow @21Shares on X: https://x.com/21Shares_US

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

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

]]> 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_/

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.

]]> 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

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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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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

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]]> 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

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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/

******
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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
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******

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/
********

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

]]> 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. 

Eurodollar University's Make It Make Sense

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Eurodollar University's Anniversary Sale
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******

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

]]> 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

******
Eurodollar University's One Big Thing Weekly
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

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

******
Eurodollar University's One Big Thing Weekly
https://eurodollaruniversity.substack.com/

Eurodollar University's Anniversary Sale
https://www.eurodollar.university/sale
******

https://www.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 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

******
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

]]> 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. 

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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
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]]> 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. 

Eurodollar University's Money & Macro Analysis

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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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******
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Eurodollar University's Anniversary Sale
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******

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 

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EDU Memberships Anniversary Sale
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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

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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

******
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

]]> 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

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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:
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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. 

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

]]> 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

*******
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

]]> 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

*****
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/
*****

*******
To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/channel/swaps
******

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

*****
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/
*****

*******
To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/channel/swaps
******

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

*****
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/
*****

*******
To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/channel/swaps
******

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. 

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

]]> 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

]]> 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

*******
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

]]> 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:
https://event.webinarjam.com/channel/swaps
******

https://www.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. 

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

]]> 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

]]> 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:
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.

]]> 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. 

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
Twitter: https://twitter.com/JeffSnider_EDU

]]> 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:
https://event.webinarjam.com/channel/swaps
******

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

]]> 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

*******
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

]]> 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

*******
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

]]> 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

*******
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

]]> 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

*******
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

]]> 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/
*****

*******
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

]]> 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/
*****

*******
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, 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/
*****

*******
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

]]> 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

Eurodollar University's Make it Make Cents

*******
To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/register/29/4yzg6cx2
******

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

]]> 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

*******
To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/register/29/4yzg6cx2
******

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

*******
To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/register/29/4yzg6cx2
******

https://www.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 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:
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

]]> 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

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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/

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]]> 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/

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]]> 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
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]]> 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

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]]> 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

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]]> 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

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]]> 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

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]]> 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

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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***
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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.
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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. 

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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

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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

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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

]]> 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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]]> 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. 
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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***
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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. 

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]]> 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

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]]> 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

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]]> 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
Twitter: https://twitter.com/JeffSnider_EDU

]]> 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
Twitter: https://twitter.com/JeffSnider_EDU

]]> 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/

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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.

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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

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]]> 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
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]]> 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
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]]> 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
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]]> 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

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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

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]]> 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. 

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

]]> 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

EURODOLLAR UNIVERSITY'S LIVESTREAM NEXT TUESDAY, 7/23 btw 6 - 8 pm ET

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE:
https://www.eurodollar.university

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

]]> 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

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE:
https://www.eurodollar.university

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

]]> 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

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE:
https://www.eurodollar.university

https://www.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 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.

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

Twitter: https://twitter.com/JeffSnider_EDU

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

EURODOLLAR UNIVERSITY'S LIVESTREAM NEXT TUESDAY, 7/23 btw 6 - 8 pm ET

EURODOLLAR UNIVERSITY'S ANNIVERSARY SALE:
https://www.eurodollar.university

Twitter: https://twitter.com/JeffSnider_EDU

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:
https://www.eurodollar.university

Twitter: https://twitter.com/JeffSnider_EDU

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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https://www.eurodollar.university

Twitter: https://twitter.com/JeffSnider_EDU

]]> 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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https://www.eurodollar.university

Twitter: https://twitter.com/JeffSnider_EDU

]]> 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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https://www.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 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

CHECK OUT OUR ANNIVERSARY SALE PRICES AT:
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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

Twitter: https://twitter.com/JeffSnider_EDU

]]> 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

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

]]> 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

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

]]> 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

https://www.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 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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https://www.eurodollar.university
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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

EURODOLLAR UNIVERSITY ANNIVERSARY SALE PAGE
https://www.eurodollar.university/anniversary-sale

https://www.eurodollar.university
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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

EURODOLLAR UNIVERSITY ANNIVERSARY SALE PAGE
https://www.eurodollar.university/anniversary-sale

https://www.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'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

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
Twitter: https://twitter.com/JeffSnider_EDU

]]> 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
Twitter: https://twitter.com/JeffSnider_EDU

]]> 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
Twitter: https://twitter.com/JeffSnider_EDU

]]> 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

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/

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

]]> 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

]]> 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
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

]]> 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.
Sign up below:
https://event.webinarjam.com/channel/rates

]]> 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
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

]]> 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

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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]]> 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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]]> 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
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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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]]> 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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]]> 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
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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 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
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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.
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]]> 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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]]> 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
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Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months.
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]]> 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
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 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
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

]]> 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
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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]]> 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
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 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
Twitter: https://twitter.com/JeffSnider_EDU

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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
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 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

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

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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
Twitter: https://twitter.com/JeffSnider_EDU

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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
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 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

https://www.eurodollar.university
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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

https://www.eurodollar.university
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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, 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

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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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.
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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
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

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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https://event.webinarjam.com/channel/rates

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.
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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.
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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/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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, 19 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1099 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.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Crude flips again just as retailers warn and business sales drop. 472 472 Crude flips again just as retailers warn and business sales drop. full 0652e4dd-7da0-497e-8e17-bc360d733e58 https://share.transistor.fm/s/38518a15 The expression "slowly at first, then all at once" can describe an economy's descent into nasty recession. There are warning signs all over starting with WTI back in contango. Major retailers have nothing good to say about the state of their customers. US total sales are already declining and in nominal terms. 

Eurodollar University's Money & Macro Analysis

AP: Home Depot sees first annual sales decline in more than a decade as housing streak ebbs, rates jump
https://apnews.com/article/home-depot-outlook-sales-weather-611422a9301e13bb797c4fc15ba1e02c

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 expression "slowly at first, then all at once" can describe an economy's descent into nasty recession. There are warning signs all over starting with WTI back in contango. Major retailers have nothing good to say about the state of their customers. US total sales are already declining and in nominal terms. 

Eurodollar University's Money & Macro Analysis

AP: Home Depot sees first annual sales decline in more than a decade as housing streak ebbs, rates jump
https://apnews.com/article/home-depot-outlook-sales-weather-611422a9301e13bb797c4fc15ba1e02c

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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, 18 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1129 The expression "slowly at first, then all at once" can describe an economy's descent into nasty recession. There are warning signs all over starting with WTI back in contango. Major retailers have nothing good to say about the state of their customers. US total sales are already declining and in nominal terms. 

Eurodollar University's Money & Macro Analysis

AP: Home Depot sees first annual sales decline in more than a decade as housing streak ebbs, rates jump
https://apnews.com/article/home-depot-outlook-sales-weather-611422a9301e13bb797c4fc15ba1e02c

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Huge misses, weakness across-the-board show immediate, severe fallout from banking/credit crisis. 471 471 Huge misses, weakness across-the-board show immediate, severe fallout from banking/credit crisis. full 775c20d8-ec00-418c-9d41-c3a906c89322 https://share.transistor.fm/s/28fb76ec China's reopening is dead and buried. The country's government reported truly sobering economic data that proved beyond any doubt there is nothing left to it. Worse, much of that same data showed the global economy is in big trouble as fallout from events over the last few months are, unfortunately, already producing results. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Leaders Surprised by Pace of Economy’s Rebound
https://www.bloomberg.com/news/articles/2023-03-01/china-leaders-said-to-be-surprised-by-pace-of-economy-s-rebound

Bloomberg: Global Economy Risks Stalling as China, Germany Juggernauts Slow
https://www.bloomberg.com/news/articles/2023-05-16/global-economy-risks-a-stall-as-china-germany-juggernauts-slow

ZEW Press Release
https://www.zew.de/en/press/latest-press-releases/expectations-decline-sharply

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 reopening is dead and buried. The country's government reported truly sobering economic data that proved beyond any doubt there is nothing left to it. Worse, much of that same data showed the global economy is in big trouble as fallout from events over the last few months are, unfortunately, already producing results. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Leaders Surprised by Pace of Economy’s Rebound
https://www.bloomberg.com/news/articles/2023-03-01/china-leaders-said-to-be-surprised-by-pace-of-economy-s-rebound

Bloomberg: Global Economy Risks Stalling as China, Germany Juggernauts Slow
https://www.bloomberg.com/news/articles/2023-05-16/global-economy-risks-a-stall-as-china-germany-juggernauts-slow

ZEW Press Release
https://www.zew.de/en/press/latest-press-releases/expectations-decline-sharply

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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, 17 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1102 China's reopening is dead and buried. The country's government reported truly sobering economic data that proved beyond any doubt there is nothing left to it. Worse, much of that same data showed the global economy is in big trouble as fallout from events over the last few months are, unfortunately, already producing results. 

Eurodollar University's Money & Macro Analysis

Bloomberg: China Leaders Surprised by Pace of Economy’s Rebound
https://www.bloomberg.com/news/articles/2023-03-01/china-leaders-said-to-be-surprised-by-pace-of-economy-s-rebound

Bloomberg: Global Economy Risks Stalling as China, Germany Juggernauts Slow
https://www.bloomberg.com/news/articles/2023-05-16/global-economy-risks-a-stall-as-china-germany-juggernauts-slow

ZEW Press Release
https://www.zew.de/en/press/latest-press-releases/expectations-decline-sharply

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Shocking reasons these crucial indications are down so much. Way beyond 2008. 470 470 Shocking reasons these crucial indications are down so much. Way beyond 2008. full 927e36b1-d689-4fb9-b118-5550e70b7ba3 https://share.transistor.fm/s/eed6966b Forward rates and forward rate spreads have substantially deteriorated since March. They were already more inverted than at any time in 2007 leading up to 2008. How could they be so much worse in 2023? You have to understand what forward rate spreads are telling us and why.

Eurodollar University's Money & Macro Analysis

FOMC Transcript; June 2007
https://www.federalreserve.gov/monetarypolicy/files/FOMC20070628meeting.pdf

Ben Bernanke Congress Testimony; March 2007
https://www.federalreserve.gov/newsevents/testimony/bernanke20070328a.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.

]]> Forward rates and forward rate spreads have substantially deteriorated since March. They were already more inverted than at any time in 2007 leading up to 2008. How could they be so much worse in 2023? You have to understand what forward rate spreads are telling us and why.

Eurodollar University's Money & Macro Analysis

FOMC Transcript; June 2007
https://www.federalreserve.gov/monetarypolicy/files/FOMC20070628meeting.pdf

Ben Bernanke Congress Testimony; March 2007
https://www.federalreserve.gov/newsevents/testimony/bernanke20070328a.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, 16 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1115 Forward rates and forward rate spreads have substantially deteriorated since March. They were already more inverted than at any time in 2007 leading up to 2008. How could they be so much worse in 2023? You have to understand what forward rate spreads are telling us and why.

Eurodollar University's Money & Macro Analysis

FOMC Transcript; June 2007
https://www.federalreserve.gov/monetarypolicy/files/FOMC20070628meeting.pdf

Ben Bernanke Congress Testimony; March 2007
https://www.federalreserve.gov/newsevents/testimony/bernanke20070328a.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 May reports show consumers, small businesses facing big trouble. 469 469 May reports show consumers, small businesses facing big trouble. full ee9e80f5-4896-48fa-90bd-17f8f76f2732 https://share.transistor.fm/s/2abcaa51 Consumer confidence fell sharply in two recent surveys, as recession fears and banking woes deepen rather than fade. Small businesses facing the same pressures are beginning to crack, too, as the initial stages of contraction take shape. 

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.

]]> Consumer confidence fell sharply in two recent surveys, as recession fears and banking woes deepen rather than fade. Small businesses facing the same pressures are beginning to crack, too, as the initial stages of contraction take shape. 

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, 15 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1138 Consumer confidence fell sharply in two recent surveys, as recession fears and banking woes deepen rather than fade. Small businesses facing the same pressures are beginning to crack, too, as the initial stages of contraction take shape. 

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 They keep pushing rate hikes and short sellers as reason for bank woes when can see it's not. 468 468 They keep pushing rate hikes and short sellers as reason for bank woes when can see it's not. full 78bfcca0-5614-4506-8949-6c675e0c4ab0 https://share.transistor.fm/s/eb43bf49 Because so many of us focus so much on US banks, and US banks are making it easy to do this, it's also easy to lose sight of the fact this crisis is far from limited to the United States and a few of its banks. There are global elements at work. One we can see emerging in Sweden, and another in China we've been watching for a long time. 

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.

]]> Because so many of us focus so much on US banks, and US banks are making it easy to do this, it's also easy to lose sight of the fact this crisis is far from limited to the United States and a few of its banks. There are global elements at work. One we can see emerging in Sweden, and another in China we've been watching for a long time. 

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, 14 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1105 Because so many of us focus so much on US banks, and US banks are making it easy to do this, it's also easy to lose sight of the fact this crisis is far from limited to the United States and a few of its banks. There are global elements at work. One we can see emerging in Sweden, and another in China we've been watching for a long time. 

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 have a very good - better than very good - idea where all this is going. 467 467 We have a very good - better than very good - idea where all this is going. full b6336e9d-d902-4ea0-8e90-d92a3db0dd1d https://share.transistor.fm/s/306c8964 As expected, not only is another bank in danger of failing, they're blaming short sellers for it. Jamie Dimon made the ridiculous comments today as major market swings leave little doubt where all this is going. And if that wasn't enough, more big data to corroborate. 

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.

]]> As expected, not only is another bank in danger of failing, they're blaming short sellers for it. Jamie Dimon made the ridiculous comments today as major market swings leave little doubt where all this is going. And if that wasn't enough, more big data to corroborate. 

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, 12 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1116 As expected, not only is another bank in danger of failing, they're blaming short sellers for it. Jamie Dimon made the ridiculous comments today as major market swings leave little doubt where all this is going. And if that wasn't enough, more big data to corroborate. 

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 problem isn't just bank failures. What is causing them and what it is going to do. 466 466 The problem isn't just bank failures. What is causing them and what it is going to do. full a43da9b4-eb01-4853-9947-093b4ce0a4a6 https://share.transistor.fm/s/b2671b3b Deflationary money leads to a deflationary economy which has to be disinflationary first. We keep getting "anomalies" in the monetary system (interest rate swaps and collateral) including another one this week. April's CPI already shows disinflation and more creeping into the US economy - particularly services. The two of these together will lead to falling CPIs...and more. 

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.

]]> Deflationary money leads to a deflationary economy which has to be disinflationary first. We keep getting "anomalies" in the monetary system (interest rate swaps and collateral) including another one this week. April's CPI already shows disinflation and more creeping into the US economy - particularly services. The two of these together will lead to falling CPIs...and more. 

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, 11 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1110 Deflationary money leads to a deflationary economy which has to be disinflationary first. We keep getting "anomalies" in the monetary system (interest rate swaps and collateral) including another one this week. April's CPI already shows disinflation and more creeping into the US economy - particularly services. The two of these together will lead to falling CPIs...and more. 

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 Big global problems behind lower oil prices, from US banks to the total wipeout in China. 465 465 Big global problems behind lower oil prices, from US banks to the total wipeout in China. full fd0475d2-c93c-4253-a381-51e715acc888 https://share.transistor.fm/s/91a35d69 The Chinese reported renewed declines for their imports, including a big one in crude oil. When OPEC announced production cuts, they could see China wasn't living up to reopening hype and the latest data absolutely confirms it (while driving a stake in the narrative). Not only are steelmakers there urging production cuts, too, US bank credit is about to become lights out if only to make things even worse. 

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.

]]> The Chinese reported renewed declines for their imports, including a big one in crude oil. When OPEC announced production cuts, they could see China wasn't living up to reopening hype and the latest data absolutely confirms it (while driving a stake in the narrative). Not only are steelmakers there urging production cuts, too, US bank credit is about to become lights out if only to make things even worse. 

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, 10 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1054 The Chinese reported renewed declines for their imports, including a big one in crude oil. When OPEC announced production cuts, they could see China wasn't living up to reopening hype and the latest data absolutely confirms it (while driving a stake in the narrative). Not only are steelmakers there urging production cuts, too, US bank credit is about to become lights out if only to make things even worse. 

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 Banking crisis isn't just US regional banks. Europe's banking system might be in worse shape. 464 464 Banking crisis isn't just US regional banks. Europe's banking system might be in worse shape. full 553b3d6d-91f5-48d1-a8a8-4b97b6ac4f8b https://share.transistor.fm/s/abdd4f9c Bad steepening in global curves from Treasuries to German bunds even  French Obligations assimilables du Trésor (OATs). Regional banks have gotten all the attention though European banks have been experiencing serious deposit (therefore wholesale) trouble for longer. And maybe worse, too. 

Eurodollar University's Money & Macro Analysis

ECB M3 Press Release
https://www.ecb.europa.eu/press/pr/stats/md/html/ecb.md2303~5a86c581c4.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.

]]> Bad steepening in global curves from Treasuries to German bunds even  French Obligations assimilables du Trésor (OATs). Regional banks have gotten all the attention though European banks have been experiencing serious deposit (therefore wholesale) trouble for longer. And maybe worse, too. 

Eurodollar University's Money & Macro Analysis

ECB M3 Press Release
https://www.ecb.europa.eu/press/pr/stats/md/html/ecb.md2303~5a86c581c4.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.

]]> Tue, 09 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1081 Bad steepening in global curves from Treasuries to German bunds even  French Obligations assimilables du Trésor (OATs). Regional banks have gotten all the attention though European banks have been experiencing serious deposit (therefore wholesale) trouble for longer. And maybe worse, too. 

Eurodollar University's Money & Macro Analysis

ECB M3 Press Release
https://www.ecb.europa.eu/press/pr/stats/md/html/ecb.md2303~5a86c581c4.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 alarming dollar connections between oil plunge and Germany's sudden and shocking collapse. 463 463 The alarming dollar connections between oil plunge and Germany's sudden and shocking collapse. full c2d778e8-3d16-405c-8ecf-6ac208ed626f https://share.transistor.fm/s/e627506b It was not a good week for long oil traders or those betting on the economy and inflation. Prices were down huge Monday and Tuesday last week before suffering a flash crash Wednesday/Thursday. These together implicate bad liquidity as much as bad economy. As does the utter and worrisome collapse in Germany's goods sectors. 

Eurodollar University's Weekly Conversation w/Steve Van Metre

Bloomberg: Oil’s Dramatic Open Leaves Traders Puzzled After WTI Crashes
https://www.bloomberg.com/news/articles/2023-05-04/crude-oil-s-dramatic-open-leaves-traders-puzzled-after-wti-crashes

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 was not a good week for long oil traders or those betting on the economy and inflation. Prices were down huge Monday and Tuesday last week before suffering a flash crash Wednesday/Thursday. These together implicate bad liquidity as much as bad economy. As does the utter and worrisome collapse in Germany's goods sectors. 

Eurodollar University's Weekly Conversation w/Steve Van Metre

Bloomberg: Oil’s Dramatic Open Leaves Traders Puzzled After WTI Crashes
https://www.bloomberg.com/news/articles/2023-05-04/crude-oil-s-dramatic-open-leaves-traders-puzzled-after-wti-crashes

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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, 08 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1092 It was not a good week for long oil traders or those betting on the economy and inflation. Prices were down huge Monday and Tuesday last week before suffering a flash crash Wednesday/Thursday. These together implicate bad liquidity as much as bad economy. As does the utter and worrisome collapse in Germany's goods sectors. 

Eurodollar University's Weekly Conversation w/Steve Van Metre

Bloomberg: Oil’s Dramatic Open Leaves Traders Puzzled After WTI Crashes
https://www.bloomberg.com/news/articles/2023-05-04/crude-oil-s-dramatic-open-leaves-traders-puzzled-after-wti-crashes

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Big downward revisions to prior months payrolls plus the hours data showing growing contraction. 462 462 Big downward revisions to prior months payrolls plus the hours data showing growing contraction. full e9d0161c-0cf6-46c8-9c58-5399d92cfa4d https://share.transistor.fm/s/ef7ead0a The April payroll report came out and the topline figure was far from terrible. Some might say it was pretty darn good. As usual, it is the rest of the employment numbers that tell the story. Whatever the payroll figure, there aren't any hours. 

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.

]]> The April payroll report came out and the topline figure was far from terrible. Some might say it was pretty darn good. As usual, it is the rest of the employment numbers that tell the story. Whatever the payroll figure, there aren't any hours. 

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, 07 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1093 The April payroll report came out and the topline figure was far from terrible. Some might say it was pretty darn good. As usual, it is the rest of the employment numbers that tell the story. Whatever the payroll figure, there aren't any hours. 

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 Conditions have rapidly deteriorated. Bad steepening has hit both ends. Rate cuts now close. 461 461 Conditions have rapidly deteriorated. Bad steepening has hit both ends. Rate cuts now close. full a495e181-c5a3-4cc3-a601-2c121653e6f4 https://share.transistor.fm/s/1245187e Both the Fed and ECB hiked rates this week (in successive days), each claiming inflation is still their greatest threat. German and Treasury markets didn't care one bit, altogether pricing unmistakable deflationary dangers that aren't in the future. They're happening right now. As one consequence, central banks are now priced to turn around into cuts by mid-summer. Maybe even late spring. 

Eurodollar University's Money & Macro Analysis

FRB Chair Jay Powell May 2023 Press Conference
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230503.pdf

FOMC May 2023 Policy Statement
https://www.federalreserve.gov/monetarypolicy/files/monetary20230503a1.pdf

Western Alliance Bancorporation Issues Statement Disputing Recent Financial Times Article
https://www.businesswire.com/news/home/20230504005831/en/Western-Alliance-Bancorporation-Issues-Statement-Disputing-Recent-Financial-Times-Article

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 the Fed and ECB hiked rates this week (in successive days), each claiming inflation is still their greatest threat. German and Treasury markets didn't care one bit, altogether pricing unmistakable deflationary dangers that aren't in the future. They're happening right now. As one consequence, central banks are now priced to turn around into cuts by mid-summer. Maybe even late spring. 

Eurodollar University's Money & Macro Analysis

FRB Chair Jay Powell May 2023 Press Conference
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230503.pdf

FOMC May 2023 Policy Statement
https://www.federalreserve.gov/monetarypolicy/files/monetary20230503a1.pdf

Western Alliance Bancorporation Issues Statement Disputing Recent Financial Times Article
https://www.businesswire.com/news/home/20230504005831/en/Western-Alliance-Bancorporation-Issues-Statement-Disputing-Recent-Financial-Times-Article

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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, 05 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1105 Both the Fed and ECB hiked rates this week (in successive days), each claiming inflation is still their greatest threat. German and Treasury markets didn't care one bit, altogether pricing unmistakable deflationary dangers that aren't in the future. They're happening right now. As one consequence, central banks are now priced to turn around into cuts by mid-summer. Maybe even late spring. 

Eurodollar University's Money & Macro Analysis

FRB Chair Jay Powell May 2023 Press Conference
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230503.pdf

FOMC May 2023 Policy Statement
https://www.federalreserve.gov/monetarypolicy/files/monetary20230503a1.pdf

Western Alliance Bancorporation Issues Statement Disputing Recent Financial Times Article
https://www.businesswire.com/news/home/20230504005831/en/Western-Alliance-Bancorporation-Issues-Statement-Disputing-Recent-Financial-Times-Article

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Everyone now betting on the avalanche as crisis worsens, completely ignoring final Fed rate hike. 460 460 Everyone now betting on the avalanche as crisis worsens, completely ignoring final Fed rate hike. full 4c028081-5fa8-4342-b6b2-6b285528bfb9 https://share.transistor.fm/s/44dd4b61 Who cares about the Fed's (final) rate hike? You shouldn't. While chasing inflation risks that don't exist, instead markets are hedged and priced for serious deflation ahead. All the signs, all the history and basic economics conclusively point toward worse ahead.

Eurodollar University's Money & Macro Analysis

Bill Gross: Bull Market in Bonds Is Over
https://www.wsj.com/articles/BL-MBB-1297

Minutes FOMC Meeting July-Aug 2018
https://www.federalreserve.gov/monetarypolicy/fomcminutes20180801.htm

Milton Friedman: Reviving Japan
https://www.hoover.org/research/reviving-japan

Knut Wicksell: The Influence of the Rate of Interest on Prices
https://www.econlib.org/library/Essays/wcksInt.html?chapter_num=1#book-reader

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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.

]]> Who cares about the Fed's (final) rate hike? You shouldn't. While chasing inflation risks that don't exist, instead markets are hedged and priced for serious deflation ahead. All the signs, all the history and basic economics conclusively point toward worse ahead.

Eurodollar University's Money & Macro Analysis

Bill Gross: Bull Market in Bonds Is Over
https://www.wsj.com/articles/BL-MBB-1297

Minutes FOMC Meeting July-Aug 2018
https://www.federalreserve.gov/monetarypolicy/fomcminutes20180801.htm

Milton Friedman: Reviving Japan
https://www.hoover.org/research/reviving-japan

Knut Wicksell: The Influence of the Rate of Interest on Prices
https://www.econlib.org/library/Essays/wcksInt.html?chapter_num=1#book-reader

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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, 04 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1110 Who cares about the Fed's (final) rate hike? You shouldn't. While chasing inflation risks that don't exist, instead markets are hedged and priced for serious deflation ahead. All the signs, all the history and basic economics conclusively point toward worse ahead.

Eurodollar University's Money & Macro Analysis

Bill Gross: Bull Market in Bonds Is Over
https://www.wsj.com/articles/BL-MBB-1297

Minutes FOMC Meeting July-Aug 2018
https://www.federalreserve.gov/monetarypolicy/fomcminutes20180801.htm

Milton Friedman: Reviving Japan
https://www.hoover.org/research/reviving-japan

Knut Wicksell: The Influence of the Rate of Interest on Prices
https://www.econlib.org/library/Essays/wcksInt.html?chapter_num=1#book-reader

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Bad banks. Bad data. Bad curves. Bad everything today as the crisis' next stage moves in. 459 459 Bad banks. Bad data. Bad curves. Bad everything today as the crisis' next stage moves in. full 50c2f031-21fa-4285-8279-dcd832ff15f0 https://share.transistor.fm/s/64639d2d Despite some relative calm yesterday after First Republic's failure, today was anything but as huge hedging in markets along with more turmoil in the broader banking sector. Bad economic data around the world reinforces the dangers of the 2008-style that continues to unfold right in front of us.

Eurodollar University's Money & Macro Analysis

Bberg: First Republic’s Demise Fails to Mark the All-Clear on Banks
https://www.bloomberg.com/news/articles/2023-05-01/first-republic-leaves-bank-world-still-seeking-all-clear-signal

NYT: Smaller U.S. Banks Say the Crisis Is Contained, but Fears Persist
https://www.nytimes.com/2023/04/24/business/regional-banks-crisis.html

ECB: The euro area bank lending survey - First quarter of 2023
https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2023q1~22c176b442.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
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.

]]> Despite some relative calm yesterday after First Republic's failure, today was anything but as huge hedging in markets along with more turmoil in the broader banking sector. Bad economic data around the world reinforces the dangers of the 2008-style that continues to unfold right in front of us.

Eurodollar University's Money & Macro Analysis

Bberg: First Republic’s Demise Fails to Mark the All-Clear on Banks
https://www.bloomberg.com/news/articles/2023-05-01/first-republic-leaves-bank-world-still-seeking-all-clear-signal

NYT: Smaller U.S. Banks Say the Crisis Is Contained, but Fears Persist
https://www.nytimes.com/2023/04/24/business/regional-banks-crisis.html

ECB: The euro area bank lending survey - First quarter of 2023
https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2023q1~22c176b442.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
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, 03 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1116 Despite some relative calm yesterday after First Republic's failure, today was anything but as huge hedging in markets along with more turmoil in the broader banking sector. Bad economic data around the world reinforces the dangers of the 2008-style that continues to unfold right in front of us.

Eurodollar University's Money & Macro Analysis

Bberg: First Republic’s Demise Fails to Mark the All-Clear on Banks
https://www.bloomberg.com/news/articles/2023-05-01/first-republic-leaves-bank-world-still-seeking-all-clear-signal

NYT: Smaller U.S. Banks Say the Crisis Is Contained, but Fears Persist
https://www.nytimes.com/2023/04/24/business/regional-banks-crisis.html

ECB: The euro area bank lending survey - First quarter of 2023
https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2023q1~22c176b442.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
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 Deflationary fallout begins to emerge in this one place no one was expecting. 458 458 Deflationary fallout begins to emerge in this one place no one was expecting. full 666af88c-12b6-4eaa-9046-6cdb602e9351 https://share.transistor.fm/s/ad0fb778 Deflationary fallout has become visible and almost unmistakable in the one place which was supposed to save us from that very outcome. China's economy is getting weaker and even stock market investors are getting out and running for the exits. Not just China, but already spilling over to its closer partners. 

Eurodollar University's Money & Macro Analysis

China NBS Press Release
http://www.stats.gov.cn/sj/sjjd/202304/t20230429_1939137.html

Darkening Gloom in Chinese Stocks Puzzles Wall Street Veterans
https://www.bloomberg.com/news/articles/2023-04-27/darkening-gloom-in-chinese-stocks-puzzles-wall-street-veterans

China Reopening Party Over as Emerging Markets Slip Back to Void
https://www.bloomberg.com/news/articles/2023-04-30/china-reopening-party-over-as-emerging-markets-slip-back-to-void

China’s Leaders Stick to Pro-Growth Stance, Vow Support
https://www.bloomberg.com/news/articles/2023-04-28/china-politburo-vows-to-support-recovery-as-demand-insufficient

South Korea exports suffer longest losing streak in three years, China sales tumble
https://www.reuters.com/markets/asia/south-korea-exports-contract-seventh-month-longest-streak-3-years-2023-05-01/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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.

]]> Deflationary fallout has become visible and almost unmistakable in the one place which was supposed to save us from that very outcome. China's economy is getting weaker and even stock market investors are getting out and running for the exits. Not just China, but already spilling over to its closer partners. 

Eurodollar University's Money & Macro Analysis

China NBS Press Release
http://www.stats.gov.cn/sj/sjjd/202304/t20230429_1939137.html

Darkening Gloom in Chinese Stocks Puzzles Wall Street Veterans
https://www.bloomberg.com/news/articles/2023-04-27/darkening-gloom-in-chinese-stocks-puzzles-wall-street-veterans

China Reopening Party Over as Emerging Markets Slip Back to Void
https://www.bloomberg.com/news/articles/2023-04-30/china-reopening-party-over-as-emerging-markets-slip-back-to-void

China’s Leaders Stick to Pro-Growth Stance, Vow Support
https://www.bloomberg.com/news/articles/2023-04-28/china-politburo-vows-to-support-recovery-as-demand-insufficient

South Korea exports suffer longest losing streak in three years, China sales tumble
https://www.reuters.com/markets/asia/south-korea-exports-contract-seventh-month-longest-streak-3-years-2023-05-01/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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, 02 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1094 Deflationary fallout has become visible and almost unmistakable in the one place which was supposed to save us from that very outcome. China's economy is getting weaker and even stock market investors are getting out and running for the exits. Not just China, but already spilling over to its closer partners. 

Eurodollar University's Money & Macro Analysis

China NBS Press Release
http://www.stats.gov.cn/sj/sjjd/202304/t20230429_1939137.html

Darkening Gloom in Chinese Stocks Puzzles Wall Street Veterans
https://www.bloomberg.com/news/articles/2023-04-27/darkening-gloom-in-chinese-stocks-puzzles-wall-street-veterans

China Reopening Party Over as Emerging Markets Slip Back to Void
https://www.bloomberg.com/news/articles/2023-04-30/china-reopening-party-over-as-emerging-markets-slip-back-to-void

China’s Leaders Stick to Pro-Growth Stance, Vow Support
https://www.bloomberg.com/news/articles/2023-04-28/china-politburo-vows-to-support-recovery-as-demand-insufficient

South Korea exports suffer longest losing streak in three years, China sales tumble
https://www.reuters.com/markets/asia/south-korea-exports-contract-seventh-month-longest-streak-3-years-2023-05-01/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 it it's not just one or two, but all of them? The next step will be crucial. 457 457 What it it's not just one or two, but all of them? The next step will be crucial. full 989b796e-e76c-46fa-8d2a-a63b59563faa https://share.transistor.fm/s/6c50dd7e Another major US bank failed - First Republic - and the markets barely moved because this is all in the context of deflationary money. If so, we know where this is going. For interest rates and the overall economy.

Eurodollar University's Weekly Conversations 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.

]]> Another major US bank failed - First Republic - and the markets barely moved because this is all in the context of deflationary money. If so, we know where this is going. For interest rates and the overall economy.

Eurodollar University's Weekly Conversations 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, 01 May 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1160 Another major US bank failed - First Republic - and the markets barely moved because this is all in the context of deflationary money. If so, we know where this is going. For interest rates and the overall economy.

Eurodollar University's Weekly Conversations 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 There is a lot more going on here than just one, no two, now three banks. 456 456 There is a lot more going on here than just one, no two, now three banks. full a63c169d-ff25-4ab6-9cd2-93a135947aef https://share.transistor.fm/s/c61c482b First Republic finally fails and on the same day the Fed's report on SVB is released. It says SVB was on outlier, a loner. But that only raises more questions given what happened to First Republic (or Credit Suisse). The only place to find answers is from within the monetary system itself. 

Eurodollar University's Money & Macro Analysis

Review of the Federal Reserve’s Supervision and Regulation of Silicon Valley Bank
https://www.federalreserve.gov/publications/files/svb-review-20230428.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.

]]> First Republic finally fails and on the same day the Fed's report on SVB is released. It says SVB was on outlier, a loner. But that only raises more questions given what happened to First Republic (or Credit Suisse). The only place to find answers is from within the monetary system itself. 

Eurodollar University's Money & Macro Analysis

Review of the Federal Reserve’s Supervision and Regulation of Silicon Valley Bank
https://www.federalreserve.gov/publications/files/svb-review-20230428.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.

]]> Sun, 30 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1127 First Republic finally fails and on the same day the Fed's report on SVB is released. It says SVB was on outlier, a loner. But that only raises more questions given what happened to First Republic (or Credit Suisse). The only place to find answers is from within the monetary system itself. 

Eurodollar University's Money & Macro Analysis

Review of the Federal Reserve’s Supervision and Regulation of Silicon Valley Bank
https://www.federalreserve.gov/publications/files/svb-review-20230428.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 haven't seen anything like these in a couple generations. 455 455 We haven't seen anything like these in a couple generations. full 9347cf46-02df-4b0a-a980-a9deec754ef7 https://share.transistor.fm/s/0ada9b30 Both the yield curve's 3-month/10-year spread and the Fed's near term forward spread have nose-dived in April. The former by far at a record extreme (for modern USTs), the latter worst since the early 80s. You have to start from these in order to understand current data, the current situation, as well as what the official story will be about both. 

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.

]]> Both the yield curve's 3-month/10-year spread and the Fed's near term forward spread have nose-dived in April. The former by far at a record extreme (for modern USTs), the latter worst since the early 80s. You have to start from these in order to understand current data, the current situation, as well as what the official story will be about both. 

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, 28 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1102 Both the yield curve's 3-month/10-year spread and the Fed's near term forward spread have nose-dived in April. The former by far at a record extreme (for modern USTs), the latter worst since the early 80s. You have to start from these in order to understand current data, the current situation, as well as what the official story will be about both. 

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're about to become a lot poorer and worse off. Govt demands you to just accept it. 454 454 We're about to become a lot poorer and worse off. Govt demands you to just accept it. full 8fd4e76b-7c69-4959-b3c7-c198e844f18f https://share.transistor.fm/s/1825b3cc Bank of England's Chief Economist tells Columbia University podcast that people need to accept that they're poorer and worse off, and to stop trying to do anything about it because they're getting in the way of central bankers attempting to fix a mess they can't seem to fix. While they're afraid of a wage-price spiral there's no evidence they should be afraid of, the costs of the past few years are coming due in a much worse way.

Eurodollar University's Money & Macro Analysis

Columbia Law School. Beyond Unprecedented Podcast. Inflation Not Dead Yet.
https://open.spotify.com/show/66ohew4dGvT1lrm0gi9WvP?go=1&sp_cid=dc9421ea4c288f0408f9061918b47d00&utm_source=embed_player_p&utm_medium=desktop&nd=1

Wage-Price Spirals: What is the Historical Evidence?
https://www.imf.org/en/Publications/WP/Issues/2022/11/11/Wage-Price-Spirals-What-is-the-Historical-Evidence-525073

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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.

]]> Bank of England's Chief Economist tells Columbia University podcast that people need to accept that they're poorer and worse off, and to stop trying to do anything about it because they're getting in the way of central bankers attempting to fix a mess they can't seem to fix. While they're afraid of a wage-price spiral there's no evidence they should be afraid of, the costs of the past few years are coming due in a much worse way.

Eurodollar University's Money & Macro Analysis

Columbia Law School. Beyond Unprecedented Podcast. Inflation Not Dead Yet.
https://open.spotify.com/show/66ohew4dGvT1lrm0gi9WvP?go=1&sp_cid=dc9421ea4c288f0408f9061918b47d00&utm_source=embed_player_p&utm_medium=desktop&nd=1

Wage-Price Spirals: What is the Historical Evidence?
https://www.imf.org/en/Publications/WP/Issues/2022/11/11/Wage-Price-Spirals-What-is-the-Historical-Evidence-525073

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1086 Bank of England's Chief Economist tells Columbia University podcast that people need to accept that they're poorer and worse off, and to stop trying to do anything about it because they're getting in the way of central bankers attempting to fix a mess they can't seem to fix. While they're afraid of a wage-price spiral there's no evidence they should be afraid of, the costs of the past few years are coming due in a much worse way.

Eurodollar University's Money & Macro Analysis

Columbia Law School. Beyond Unprecedented Podcast. Inflation Not Dead Yet.
https://open.spotify.com/show/66ohew4dGvT1lrm0gi9WvP?go=1&sp_cid=dc9421ea4c288f0408f9061918b47d00&utm_source=embed_player_p&utm_medium=desktop&nd=1

Wage-Price Spirals: What is the Historical Evidence?
https://www.imf.org/en/Publications/WP/Issues/2022/11/11/Wage-Price-Spirals-What-is-the-Historical-Evidence-525073

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Fear grips markets as participants realize nothing was fixed from last month. 453 453 Fear grips markets as participants realize nothing was fixed from last month. full b4f5c9a1-af2d-411a-9416-614b4130865e https://share.transistor.fm/s/a20dbf54 Major buying the curves has pushed them back down to and even below the worst points since mid-March. Markets have never been more certain about what's coming and why. Since eurodollar futures are no more, we'll have to depend on 3-month SOFR futures from here on. And right here they're beyond pessimistic. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Hedge Funds Place Biggest Ever Short on Benchmark Treasuries
https://www.bloomberg.com/news/articles/2023-04-24/hedge-funds-place-biggest-short-ever-for-benchmark-treasuries?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.

]]> Major buying the curves has pushed them back down to and even below the worst points since mid-March. Markets have never been more certain about what's coming and why. Since eurodollar futures are no more, we'll have to depend on 3-month SOFR futures from here on. And right here they're beyond pessimistic. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Hedge Funds Place Biggest Ever Short on Benchmark Treasuries
https://www.bloomberg.com/news/articles/2023-04-24/hedge-funds-place-biggest-short-ever-for-benchmark-treasuries?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.

]]> Wed, 26 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1089 Major buying the curves has pushed them back down to and even below the worst points since mid-March. Markets have never been more certain about what's coming and why. Since eurodollar futures are no more, we'll have to depend on 3-month SOFR futures from here on. And right here they're beyond pessimistic. 

Eurodollar University's Money & Macro Analysis

Bloomberg: Hedge Funds Place Biggest Ever Short on Benchmark Treasuries
https://www.bloomberg.com/news/articles/2023-04-24/hedge-funds-place-biggest-short-ever-for-benchmark-treasuries?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 New data shows eruption from banking crisis. The gory details force mainstream media to acknowledge. 452 452 New data shows eruption from banking crisis. The gory details force mainstream media to acknowledge. full 49918b9e-64d8-47f6-ba92-0346c115bc43 https://share.transistor.fm/s/7c13057b The transmission from deflationary money to a deflationary economy was always going to come from a credit crunch. Updated data shows the banking system remains in a critical state which means taking proactive steps to freeze their collective activities in broad fashion. So much, even the mainstream media is reporting the gory details. 

Eurodollar University's Money & Macro Analysis

A Corporate Credit Crunch Is Just Getting Started
https://www.bloomberg.com/graphics/2023-corporate-credit-crunch-bankruptcy-defaults

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 transmission from deflationary money to a deflationary economy was always going to come from a credit crunch. Updated data shows the banking system remains in a critical state which means taking proactive steps to freeze their collective activities in broad fashion. So much, even the mainstream media is reporting the gory details. 

Eurodollar University's Money & Macro Analysis

A Corporate Credit Crunch Is Just Getting Started
https://www.bloomberg.com/graphics/2023-corporate-credit-crunch-bankruptcy-defaults

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1182 The transmission from deflationary money to a deflationary economy was always going to come from a credit crunch. Updated data shows the banking system remains in a critical state which means taking proactive steps to freeze their collective activities in broad fashion. So much, even the mainstream media is reporting the gory details. 

Eurodollar University's Money & Macro Analysis

A Corporate Credit Crunch Is Just Getting Started
https://www.bloomberg.com/graphics/2023-corporate-credit-crunch-bankruptcy-defaults

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Fallout from disastrous March is already showing up in these places. 451 451 Fallout from disastrous March is already showing up in these places. full ba133118-3601-4df5-aebf-1fc444976b7d https://share.transistor.fm/s/6251dfa5 According to one source, tourism/attendance at Disney's main theme park in Orlando already dropped off a cliff. Hardly a surprise, the primary risk to the global economy - not just US - isn't inflation but the deflationary money the banking crisis revealed to the public spilling over and causing major downside consequences. Slowly, at first. 

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.

]]> According to one source, tourism/attendance at Disney's main theme park in Orlando already dropped off a cliff. Hardly a surprise, the primary risk to the global economy - not just US - isn't inflation but the deflationary money the banking crisis revealed to the public spilling over and causing major downside consequences. Slowly, at first. 

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, 24 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1146 According to one source, tourism/attendance at Disney's main theme park in Orlando already dropped off a cliff. Hardly a surprise, the primary risk to the global economy - not just US - isn't inflation but the deflationary money the banking crisis revealed to the public spilling over and causing major downside consequences. Slowly, at first. 

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 Money market warnings have become too big (2008-ish) to ignore. Here come the excuses. Debt ceiling? 450 450 Money market warnings have become too big (2008-ish) to ignore. Here come the excuses. Debt ceiling? full 8ae4e713-1bba-4e06-bdfc-e75cb656b6f9 https://share.transistor.fm/s/3ccc7638 Something is going on with bills. There's a debt ceiling deadline looming. Two must be related, says the mainstream, otherwise the former would mean something bad and Jay Powell said nothing bad could happen - more than the other stuff that already did, of course. 

Eurodollar University's Money & Macro Analysis

Quantitative Easing: How Well Does This Tool Work?
https://www.stlouisfed.org/publications/regional-economist/third-quarter-2017/quantitative-easing-how-well-does-this-tool-work

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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.

]]> Something is going on with bills. There's a debt ceiling deadline looming. Two must be related, says the mainstream, otherwise the former would mean something bad and Jay Powell said nothing bad could happen - more than the other stuff that already did, of course. 

Eurodollar University's Money & Macro Analysis

Quantitative Easing: How Well Does This Tool Work?
https://www.stlouisfed.org/publications/regional-economist/third-quarter-2017/quantitative-easing-how-well-does-this-tool-work

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1182 Something is going on with bills. There's a debt ceiling deadline looming. Two must be related, says the mainstream, otherwise the former would mean something bad and Jay Powell said nothing bad could happen - more than the other stuff that already did, of course. 

Eurodollar University's Money & Macro Analysis

Quantitative Easing: How Well Does This Tool Work?
https://www.stlouisfed.org/publications/regional-economist/third-quarter-2017/quantitative-easing-how-well-does-this-tool-work

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Just insane collateral market action today shows deflationary money is getting worse. 449 449 Just insane collateral market action today shows deflationary money is getting worse. full d19097d8-182f-483e-aaf3-b77930eded25 https://share.transistor.fm/s/c1d8720c Four-week bill yield plummeted by around 60 bps at one point in today's trading. Serious monetary pressures are still there, continue to get worse even a month after the mid-March banking crisis and several weeks after officials declared it over with. They want to go back to focusing on inflation that doesn't exist for the deflation which is really starting to rampage.

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.

]]> Four-week bill yield plummeted by around 60 bps at one point in today's trading. Serious monetary pressures are still there, continue to get worse even a month after the mid-March banking crisis and several weeks after officials declared it over with. They want to go back to focusing on inflation that doesn't exist for the deflation which is really starting to rampage.

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, 21 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1186 Four-week bill yield plummeted by around 60 bps at one point in today's trading. Serious monetary pressures are still there, continue to get worse even a month after the mid-March banking crisis and several weeks after officials declared it over with. They want to go back to focusing on inflation that doesn't exist for the deflation which is really starting to rampage.

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 Turmoil continues as dead canaries pile up in the Euro$ mines. People are noticing the carcasses. 448 448 Turmoil continues as dead canaries pile up in the Euro$ mines. People are noticing the carcasses. full 0c764e74-3e4d-4cac-9de6-d95162943e4a https://share.transistor.fm/s/5c7040f7 Like Warren Buffett last week, this week Elon Musk issues grave warning about health of global banks. But why? Is it inflation run amok, or the world paying in deflation for the past few years of massive distortions?

Eurodollar University's Money & Macro Analysis

Elon Musk Interview w/Tucker Carlson
https://www.foxnews.com/video/6325259104112

Q1 2023 J B Hunt Transport Services Inc Earnings Call
https://finance.yahoo.com/news/q1-2023-j-b-hunt-114817141.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.

]]> Like Warren Buffett last week, this week Elon Musk issues grave warning about health of global banks. But why? Is it inflation run amok, or the world paying in deflation for the past few years of massive distortions?

Eurodollar University's Money & Macro Analysis

Elon Musk Interview w/Tucker Carlson
https://www.foxnews.com/video/6325259104112

Q1 2023 J B Hunt Transport Services Inc Earnings Call
https://finance.yahoo.com/news/q1-2023-j-b-hunt-114817141.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, 20 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1084 Like Warren Buffett last week, this week Elon Musk issues grave warning about health of global banks. But why? Is it inflation run amok, or the world paying in deflation for the past few years of massive distortions?

Eurodollar University's Money & Macro Analysis

Elon Musk Interview w/Tucker Carlson
https://www.foxnews.com/video/6325259104112

Q1 2023 J B Hunt Transport Services Inc Earnings Call
https://finance.yahoo.com/news/q1-2023-j-b-hunt-114817141.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 Here comes the wrecking ball as everyone is chasing after dollars everywhere. 447 447 Here comes the wrecking ball as everyone is chasing after dollars everywhere. full 3990e2be-fcb6-45da-aff8-f0c2aef76bbd https://share.transistor.fm/s/a5a47756 Brazil's President Lula traveled to Shanghai to finalize bilateral engagement bypassing the US dollar. This is not de-dollarization, rather an acknowledgement the eurodollar system is in a crisis. And that means the dollar goes up, probably way up, wrecking everything along the way. Can't blame Brazil (or China) for trying to dodge it.

Eurodollar University's Money & Macro Analysis

Bloomberg: Hedge Funds Go All In on Dollar, First Time in Over a Year
https://www.bloomberg.com/news/articles/2023-04-17/hedge-funds-go-all-in-on-dollar-for-first-time-in-over-a-year#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.

]]> Brazil's President Lula traveled to Shanghai to finalize bilateral engagement bypassing the US dollar. This is not de-dollarization, rather an acknowledgement the eurodollar system is in a crisis. And that means the dollar goes up, probably way up, wrecking everything along the way. Can't blame Brazil (or China) for trying to dodge it.

Eurodollar University's Money & Macro Analysis

Bloomberg: Hedge Funds Go All In on Dollar, First Time in Over a Year
https://www.bloomberg.com/news/articles/2023-04-17/hedge-funds-go-all-in-on-dollar-for-first-time-in-over-a-year#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.

]]> Wed, 19 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1108 Brazil's President Lula traveled to Shanghai to finalize bilateral engagement bypassing the US dollar. This is not de-dollarization, rather an acknowledgement the eurodollar system is in a crisis. And that means the dollar goes up, probably way up, wrecking everything along the way. Can't blame Brazil (or China) for trying to dodge it.

Eurodollar University's Money & Macro Analysis

Bloomberg: Hedge Funds Go All In on Dollar, First Time in Over a Year
https://www.bloomberg.com/news/articles/2023-04-17/hedge-funds-go-all-in-on-dollar-for-first-time-in-over-a-year#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 Alarming behavior of the fear ratio over the past two months shows no signs of stopping. 446 446 Alarming behavior of the fear ratio over the past two months shows no signs of stopping. full abfc976f-f72f-4042-afca-692c06f1e4e1 https://share.transistor.fm/s/0bf471fb Where are we? Is there still a crisis? Is it over(blown)? The "fear ratio" helps sort out signal from so much noise. Since it sits at the intersection of money, finance, and especially real economy, it's determination shouldn't be taken so lightly. 

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.

]]> Where are we? Is there still a crisis? Is it over(blown)? The "fear ratio" helps sort out signal from so much noise. Since it sits at the intersection of money, finance, and especially real economy, it's determination shouldn't be taken so lightly. 

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, 18 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1158 Where are we? Is there still a crisis? Is it over(blown)? The "fear ratio" helps sort out signal from so much noise. Since it sits at the intersection of money, finance, and especially real economy, it's determination shouldn't be taken so lightly. 

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're getting a better idea of how the banking crisis is progressing - no thanks to authorities. 445 445 We're getting a better idea of how the banking crisis is progressing - no thanks to authorities. full 276e09e8-6c72-4b94-8689-e09ca167e65d https://share.transistor.fm/s/47bca8b8 The hawks are back at the Fed doing what Fed hawks always do. Beginning with overestimating their own tools, they then overestimate the resilience of the banking system before also overestimating how great the economy is because of the unemployment rate. Never mind they didn't see any of this coming, they assure you there's nothing else coming. 

Eurodollar University's Money & Macro Analysis

Financial Stabilization and Macroeconomic Stabilization: Two Tools for Two Problems
Governor Christopher J. Waller
https://www.federalreserve.gov/newsevents/speech/waller20230414a.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.

]]> The hawks are back at the Fed doing what Fed hawks always do. Beginning with overestimating their own tools, they then overestimate the resilience of the banking system before also overestimating how great the economy is because of the unemployment rate. Never mind they didn't see any of this coming, they assure you there's nothing else coming. 

Eurodollar University's Money & Macro Analysis

Financial Stabilization and Macroeconomic Stabilization: Two Tools for Two Problems
Governor Christopher J. Waller
https://www.federalreserve.gov/newsevents/speech/waller20230414a.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, 17 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1156 The hawks are back at the Fed doing what Fed hawks always do. Beginning with overestimating their own tools, they then overestimate the resilience of the banking system before also overestimating how great the economy is because of the unemployment rate. Never mind they didn't see any of this coming, they assure you there's nothing else coming. 

Eurodollar University's Money & Macro Analysis

Financial Stabilization and Macroeconomic Stabilization: Two Tools for Two Problems
Governor Christopher J. Waller
https://www.federalreserve.gov/newsevents/speech/waller20230414a.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 Warren Buffett didn't just make shocking comments on banking system, he's already acting on them. 444 444 Warren Buffett didn't just make shocking comments on banking system, he's already acting on them. full 86197f99-941f-4a39-a74e-f6503b2591c5 https://share.transistor.fm/s/2199cc67 This week was a wild one, including how during it legendary investor Warren Buffett said he was selling bank stocks because there were more failures still to come. While depositors won't see any losses, that doesn't mean there won't be any. Nor fallout from it, as the latest data from markets and macro shows. 

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.

]]> This week was a wild one, including how during it legendary investor Warren Buffett said he was selling bank stocks because there were more failures still to come. While depositors won't see any losses, that doesn't mean there won't be any. Nor fallout from it, as the latest data from markets and macro shows. 

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, 16 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1176 This week was a wild one, including how during it legendary investor Warren Buffett said he was selling bank stocks because there were more failures still to come. While depositors won't see any losses, that doesn't mean there won't be any. Nor fallout from it, as the latest data from markets and macro shows. 

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 Startling statement reveals far worse danger than just a recession. 443 443 Startling statement reveals far worse danger than just a recession. full 31533166-f21c-4284-91aa-edd0c9a3cfbb https://share.transistor.fm/s/89c16904 First they said it was a growth scare. They told us to ignore inversions. Then they pointed to the unemployment rate and said there's no way we could have a recession. Now they admit there will be a recession but also how there's a chance for worse. In other words, they're following market curves like we said they would and have finally arrived just one step short of inevitable. 

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.

]]> First they said it was a growth scare. They told us to ignore inversions. Then they pointed to the unemployment rate and said there's no way we could have a recession. Now they admit there will be a recession but also how there's a chance for worse. In other words, they're following market curves like we said they would and have finally arrived just one step short of inevitable. 

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, 14 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1153 First they said it was a growth scare. They told us to ignore inversions. Then they pointed to the unemployment rate and said there's no way we could have a recession. Now they admit there will be a recession but also how there's a chance for worse. In other words, they're following market curves like we said they would and have finally arrived just one step short of inevitable. 

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 More big trouble in global money system together with US CPI numbers. Major fallout continues. 442 442 More big trouble in global money system together with US CPI numbers. Major fallout continues. full f61e8665-e0bd-4024-bf7e-2749a7041df6 https://share.transistor.fm/s/e670f328 Just as the interest rate swap market had indicated, big collateral scarcity as 4w Tbill rates yesterday plummeted. Also, Japanese bills for more confirmation. Add those to the US CPI results for March and together they more than equal the end of 'inflation'.

Eurodollar University's Money & Macro Analysis

Austan D. Goolsbee, president and chief executive officer, Federal Reserve Bank of Chicago, on April 11, 2023, at the Economic Club of Chicago Forum Luncheon, in Chicago, IL.
https://www.chicagofed.org/publications/speeches/2023/april-11-economic-club-chicago

IMF April 2023  WEO
https://www.imf.org/en/Publications/WEO/Issues/2023/04/11/world-economic-outlook-april-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.

]]> Just as the interest rate swap market had indicated, big collateral scarcity as 4w Tbill rates yesterday plummeted. Also, Japanese bills for more confirmation. Add those to the US CPI results for March and together they more than equal the end of 'inflation'.

Eurodollar University's Money & Macro Analysis

Austan D. Goolsbee, president and chief executive officer, Federal Reserve Bank of Chicago, on April 11, 2023, at the Economic Club of Chicago Forum Luncheon, in Chicago, IL.
https://www.chicagofed.org/publications/speeches/2023/april-11-economic-club-chicago

IMF April 2023  WEO
https://www.imf.org/en/Publications/WEO/Issues/2023/04/11/world-economic-outlook-april-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.

]]> Thu, 13 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1161 Just as the interest rate swap market had indicated, big collateral scarcity as 4w Tbill rates yesterday plummeted. Also, Japanese bills for more confirmation. Add those to the US CPI results for March and together they more than equal the end of 'inflation'.

Eurodollar University's Money & Macro Analysis

Austan D. Goolsbee, president and chief executive officer, Federal Reserve Bank of Chicago, on April 11, 2023, at the Economic Club of Chicago Forum Luncheon, in Chicago, IL.
https://www.chicagofed.org/publications/speeches/2023/april-11-economic-club-chicago

IMF April 2023  WEO
https://www.imf.org/en/Publications/WEO/Issues/2023/04/11/world-economic-outlook-april-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.

]]> Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Huge moves in key spreads, massive problems as authorities begin to admit there's real danger. 441 441 Huge moves in key spreads, massive problems as authorities begin to admit there's real danger. full 69058dfd-87c8-43e9-922c-3f1ac925bec6 https://share.transistor.fm/s/477ce761 Alarming compression of interest rate swap spreads indicate more systemic issues in global balance sheet capacities and collateral, too. Also, the IMF reported on its World Economic Outlook where it very plainly reveals just how worried authorities have become. 

Eurodollar University's Money & Macro Analysis

IMF WEO April 2023
https://www.imf.org/-/media/Files/Publications/WEO/2023/April/English/text.ashx

FT: IMF warns of ‘hard landing’ for global economy if inflation persists
https://www.ft.com/content/29f19a32-9440-4685-8fef-e3f3fdfc2969

The Global Economy Is Caught In the Trap of Central Bank Rogues
https://www.realclearmarkets.com/articles/2015/10/16/the_global_economy_is_caught_in_the_trap_of_central_bank_rogues_101852.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.

]]> Alarming compression of interest rate swap spreads indicate more systemic issues in global balance sheet capacities and collateral, too. Also, the IMF reported on its World Economic Outlook where it very plainly reveals just how worried authorities have become. 

Eurodollar University's Money & Macro Analysis

IMF WEO April 2023
https://www.imf.org/-/media/Files/Publications/WEO/2023/April/English/text.ashx

FT: IMF warns of ‘hard landing’ for global economy if inflation persists
https://www.ft.com/content/29f19a32-9440-4685-8fef-e3f3fdfc2969

The Global Economy Is Caught In the Trap of Central Bank Rogues
https://www.realclearmarkets.com/articles/2015/10/16/the_global_economy_is_caught_in_the_trap_of_central_bank_rogues_101852.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, 12 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1162 Alarming compression of interest rate swap spreads indicate more systemic issues in global balance sheet capacities and collateral, too. Also, the IMF reported on its World Economic Outlook where it very plainly reveals just how worried authorities have become. 

Eurodollar University's Money & Macro Analysis

IMF WEO April 2023
https://www.imf.org/-/media/Files/Publications/WEO/2023/April/English/text.ashx

FT: IMF warns of ‘hard landing’ for global economy if inflation persists
https://www.ft.com/content/29f19a32-9440-4685-8fef-e3f3fdfc2969

The Global Economy Is Caught In the Trap of Central Bank Rogues
https://www.realclearmarkets.com/articles/2015/10/16/the_global_economy_is_caught_in_the_trap_of_central_bank_rogues_101852.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 New data gives us badly needed details behind bank shock/crisis. What it means moving forward. 440 440 New data gives us badly needed details behind bank shock/crisis. What it means moving forward. full a5c62b66-f91f-4878-b38e-f5efe382b760 https://share.transistor.fm/s/bc1e3274 The Federal Reserve's H.8 data on US commercial banks shows just how much of a systemic shock the March seasonal bottleneck had produced. Institutions got hit with historic levels of deposit declines, emergency borrowings like nothing before, and because of it massive fallout followed - and continues 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.

]]> The Federal Reserve's H.8 data on US commercial banks shows just how much of a systemic shock the March seasonal bottleneck had produced. Institutions got hit with historic levels of deposit declines, emergency borrowings like nothing before, and because of it massive fallout followed - and continues 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.

]]> Tue, 11 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1150 The Federal Reserve's H.8 data on US commercial banks shows just how much of a systemic shock the March seasonal bottleneck had produced. Institutions got hit with historic levels of deposit declines, emergency borrowings like nothing before, and because of it massive fallout followed - and continues 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 Probabilities have rarely ever been this high. This is why. 439 439 Probabilities have rarely ever been this high. This is why. full c82adac7-94db-4f7b-a7ac-628f5e962193 https://share.transistor.fm/s/15afe8e0 Markets are pricing an imminent and sharp drop for interest rates. It's not just about the Fed and rate cuts. But with regard to those, history shows the so-called reaction function flips decidedly when these things happen. 

Eurodollar University's Money & Macro Analysis

Federal Open Market Committee Conference Call
June 5, 1989
https://www.federalreserve.gov/monetarypolicy/files/FOMC19890605confcall.pdf

Meeting of the Federal Open Market Committee
July 5-6, 1989
https://www.federalreserve.gov/monetarypolicy/files/FOMC19890706meeting.pdf

Federal Open Market Committee Conference Call
July 26, 1989
https://www.federalreserve.gov/monetarypolicy/files/FOMC19890726confcall.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.

]]> Markets are pricing an imminent and sharp drop for interest rates. It's not just about the Fed and rate cuts. But with regard to those, history shows the so-called reaction function flips decidedly when these things happen. 

Eurodollar University's Money & Macro Analysis

Federal Open Market Committee Conference Call
June 5, 1989
https://www.federalreserve.gov/monetarypolicy/files/FOMC19890605confcall.pdf

Meeting of the Federal Open Market Committee
July 5-6, 1989
https://www.federalreserve.gov/monetarypolicy/files/FOMC19890706meeting.pdf

Federal Open Market Committee Conference Call
July 26, 1989
https://www.federalreserve.gov/monetarypolicy/files/FOMC19890726confcall.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 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1197 Markets are pricing an imminent and sharp drop for interest rates. It's not just about the Fed and rate cuts. But with regard to those, history shows the so-called reaction function flips decidedly when these things happen. 

Eurodollar University's Money & Macro Analysis

Federal Open Market Committee Conference Call
June 5, 1989
https://www.federalreserve.gov/monetarypolicy/files/FOMC19890605confcall.pdf

Meeting of the Federal Open Market Committee
July 5-6, 1989
https://www.federalreserve.gov/monetarypolicy/files/FOMC19890706meeting.pdf

Federal Open Market Committee Conference Call
July 26, 1989
https://www.federalreserve.gov/monetarypolicy/files/FOMC19890726confcall.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 They can no longer deny the devastating effects of this crisis. 438 438 They can no longer deny the devastating effects of this crisis. full 28ef909a-94d1-48d7-b079-5d6ca2ff4ac0 https://share.transistor.fm/s/f84d2490 For all its bluster, the Federal Reserve very nearly paused its rate hikes last month for obvious reasons. Other central banks already have - two this week - which doesn't bode well for anyone. Another key milestone that curves had been predicting begins to comes true. The "pause" window is now wide open. 

Eurodollar University's Money & Macro Analysis

WSJ: Latest Fed Increase Came Down to the Wire. ‘That Was a Rough Weekend.’
https://www.wsj.com/articles/latest-fed-decision-to-raise-rates-came-down-to-the-wire-that-was-a-rough-weekend-b70fa204

RBI Governor's Statement
https://www.rbi.org.in/Scripts/BS_PressReleaseDisplay.aspx?prid=55471

RBI Resolution of MPC
https://www.rbi.org.in/Scripts/BS_PressReleaseDisplay.aspx?prid=55472

Bank of Canada maintains policy rate, continues quantitative tightening
https://www.bankofcanada.ca/2023/03/fad-press-release-2023-03-08/

RBA: Statement by Philip Lowe, Governor: Monetary Policy Decision
https://www.rba.gov.au/media-releases/2023/mr-23-08.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.

]]> For all its bluster, the Federal Reserve very nearly paused its rate hikes last month for obvious reasons. Other central banks already have - two this week - which doesn't bode well for anyone. Another key milestone that curves had been predicting begins to comes true. The "pause" window is now wide open. 

Eurodollar University's Money & Macro Analysis

WSJ: Latest Fed Increase Came Down to the Wire. ‘That Was a Rough Weekend.’
https://www.wsj.com/articles/latest-fed-decision-to-raise-rates-came-down-to-the-wire-that-was-a-rough-weekend-b70fa204

RBI Governor's Statement
https://www.rbi.org.in/Scripts/BS_PressReleaseDisplay.aspx?prid=55471

RBI Resolution of MPC
https://www.rbi.org.in/Scripts/BS_PressReleaseDisplay.aspx?prid=55472

Bank of Canada maintains policy rate, continues quantitative tightening
https://www.bankofcanada.ca/2023/03/fad-press-release-2023-03-08/

RBA: Statement by Philip Lowe, Governor: Monetary Policy Decision
https://www.rba.gov.au/media-releases/2023/mr-23-08.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, 07 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1199 For all its bluster, the Federal Reserve very nearly paused its rate hikes last month for obvious reasons. Other central banks already have - two this week - which doesn't bode well for anyone. Another key milestone that curves had been predicting begins to comes true. The "pause" window is now wide open. 

Eurodollar University's Money & Macro Analysis

WSJ: Latest Fed Increase Came Down to the Wire. ‘That Was a Rough Weekend.’
https://www.wsj.com/articles/latest-fed-decision-to-raise-rates-came-down-to-the-wire-that-was-a-rough-weekend-b70fa204

RBI Governor's Statement
https://www.rbi.org.in/Scripts/BS_PressReleaseDisplay.aspx?prid=55471

RBI Resolution of MPC
https://www.rbi.org.in/Scripts/BS_PressReleaseDisplay.aspx?prid=55472

Bank of Canada maintains policy rate, continues quantitative tightening
https://www.bankofcanada.ca/2023/03/fad-press-release-2023-03-08/

RBA: Statement by Philip Lowe, Governor: Monetary Policy Decision
https://www.rba.gov.au/media-releases/2023/mr-23-08.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 Almost a month later and the situation is deteriorating rapidly. 437 437 Almost a month later and the situation is deteriorating rapidly. full 6d43c7f4-8b23-4ad4-80b9-4c725cf123ee https://share.transistor.fm/s/45a3bc45 More extreme hedging swept global markets in morning trading, including another serious collateral run. As it did, curves have been distorted to an even more concerning degree than they had been when banks like SVB and Credit Suisse were all over the mainstream. Examining Credit Suisse we can begin to understand why.

Eurodollar University's Money & Macro Analysis

Credit Suisse’s Fatal Bank Run Points to Gaps in Liquidity Rules
https://www.bloomberg.com/news/articles/2023-04-05/credit-suisse-s-fatal-bank-run-points-to-gaps-in-liquidity-rules

Credit Suisse Group takes decisive action to pre-emptively strengthen liquidity and announces public tender offers for debt securities
https://www.credit-suisse.com/about-us-news/en/articles/media-releases/csg-announcement-202303.html

Basel III: The Liquidity Coverage Ratio and liquidity risk monitoring tools
https://www.bis.org/publ/bcbs238.htm

Dexia books losses on Belgian unit, Greek bonds
https://www.wsj.com/articles/DJFDBR0020111109e7b9ds7cf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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.

]]> More extreme hedging swept global markets in morning trading, including another serious collateral run. As it did, curves have been distorted to an even more concerning degree than they had been when banks like SVB and Credit Suisse were all over the mainstream. Examining Credit Suisse we can begin to understand why.

Eurodollar University's Money & Macro Analysis

Credit Suisse’s Fatal Bank Run Points to Gaps in Liquidity Rules
https://www.bloomberg.com/news/articles/2023-04-05/credit-suisse-s-fatal-bank-run-points-to-gaps-in-liquidity-rules

Credit Suisse Group takes decisive action to pre-emptively strengthen liquidity and announces public tender offers for debt securities
https://www.credit-suisse.com/about-us-news/en/articles/media-releases/csg-announcement-202303.html

Basel III: The Liquidity Coverage Ratio and liquidity risk monitoring tools
https://www.bis.org/publ/bcbs238.htm

Dexia books losses on Belgian unit, Greek bonds
https://www.wsj.com/articles/DJFDBR0020111109e7b9ds7cf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1190 More extreme hedging swept global markets in morning trading, including another serious collateral run. As it did, curves have been distorted to an even more concerning degree than they had been when banks like SVB and Credit Suisse were all over the mainstream. Examining Credit Suisse we can begin to understand why.

Eurodollar University's Money & Macro Analysis

Credit Suisse’s Fatal Bank Run Points to Gaps in Liquidity Rules
https://www.bloomberg.com/news/articles/2023-04-05/credit-suisse-s-fatal-bank-run-points-to-gaps-in-liquidity-rules

Credit Suisse Group takes decisive action to pre-emptively strengthen liquidity and announces public tender offers for debt securities
https://www.credit-suisse.com/about-us-news/en/articles/media-releases/csg-announcement-202303.html

Basel III: The Liquidity Coverage Ratio and liquidity risk monitoring tools
https://www.bis.org/publ/bcbs238.htm

Dexia books losses on Belgian unit, Greek bonds
https://www.wsj.com/articles/DJFDBR0020111109e7b9ds7cf

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Huge moves today all over the place and the reasons why. 436 436 Huge moves today all over the place and the reasons why. full e78f8de0-bf52-4a29-b6b2-544f450854d0 https://share.transistor.fm/s/f185b61d The one thing missing so far from the 2008-style scenario - mass layoffs - hinges entirely on whether businesses believe they can hold out for a second half rebound. As the weeks even days go by, this gets less and less likely. Markets can hear and feel the avalanche of jobs cuts just ahead bringing all the nastiness that will come with it. 

Eurodollar University's Money & Macro Analysis

Janet Yellen: Inflation, Uncertainty, and Monetary Policy
https://www.bis.org/review/r171012a.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 one thing missing so far from the 2008-style scenario - mass layoffs - hinges entirely on whether businesses believe they can hold out for a second half rebound. As the weeks even days go by, this gets less and less likely. Markets can hear and feel the avalanche of jobs cuts just ahead bringing all the nastiness that will come with it. 

Eurodollar University's Money & Macro Analysis

Janet Yellen: Inflation, Uncertainty, and Monetary Policy
https://www.bis.org/review/r171012a.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, 05 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1208 The one thing missing so far from the 2008-style scenario - mass layoffs - hinges entirely on whether businesses believe they can hold out for a second half rebound. As the weeks even days go by, this gets less and less likely. Markets can hear and feel the avalanche of jobs cuts just ahead bringing all the nastiness that will come with it. 

Eurodollar University's Money & Macro Analysis

Janet Yellen: Inflation, Uncertainty, and Monetary Policy
https://www.bis.org/review/r171012a.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 Massive fallout US, China, global economy not to mention banking for the rest of this year. 435 435 Massive fallout US, China, global economy not to mention banking for the rest of this year. full edb080fa-1031-46e1-8526-a0a1803660ff https://share.transistor.fm/s/a1d2b4a1 Led by Saudi Arabia, OPEC announced a surprising round of substantial and "voluntary" production cuts to combat sagging (not surging) crude oil prices. In doing so, the group confirmed every negative suspicion (and so much data) surrounding the economy's chances for this year and into next.

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.

]]> Led by Saudi Arabia, OPEC announced a surprising round of substantial and "voluntary" production cuts to combat sagging (not surging) crude oil prices. In doing so, the group confirmed every negative suspicion (and so much data) surrounding the economy's chances for this year and into next.

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, 04 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1129 Led by Saudi Arabia, OPEC announced a surprising round of substantial and "voluntary" production cuts to combat sagging (not surging) crude oil prices. In doing so, the group confirmed every negative suspicion (and so much data) surrounding the economy's chances for this year and into next.

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 Real reason markets are betting more and more Fed is wrong and will be cutting rates very soon. 434 434 Real reason markets are betting more and more Fed is wrong and will be cutting rates very soon. full 7ee1b8f0-97f2-424b-ad34-a53f1e8e7c6d https://share.transistor.fm/s/d53eca92 China's reopening just might be the last gasp, the final chance to escape the dreaded 2008-style scenario. If it fails, there is nothing left for the world to pin its hopes on. Examining the latest data from China and why it isn't finding any takers.

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.

]]> China's reopening just might be the last gasp, the final chance to escape the dreaded 2008-style scenario. If it fails, there is nothing left for the world to pin its hopes on. Examining the latest data from China and why it isn't finding any takers.

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, 03 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1231 China's reopening just might be the last gasp, the final chance to escape the dreaded 2008-style scenario. If it fails, there is nothing left for the world to pin its hopes on. Examining the latest data from China and why it isn't finding any takers.

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 With crisis still raging and fallout still on the horizon, will they get away with this? 433 433 With crisis still raging and fallout still on the horizon, will they get away with this? full 78fcbd1b-7d1f-473a-8990-31a4e775d90d https://share.transistor.fm/s/3c4b3911 Watch Jeff get really fired up over the Federal Reserve Vice Chair Michael Barr's refusal to answer questions about the "central bank's" tools even as he sought more authority from the government to presumably create new ones. The full autopsy on SVB hasn't even been done yet and the utter nerve of these bureaucrats to blame lack of authority for the failure and by implication any fallout. 

Eurodollar University's Money & Macro Analysis

Vice Chair for Supervision Michael S. Barr; 
Before the U.S. Senate Committee on Banking, Housing, and Urban Affairs, Washington, D.C.
https://www.federalreserve.gov/newsevents/testimony/barr20230328a.htm

WSJ: The Fed Passes the Buck on Bank Failures
https://www.wsj.com/articles/federal-reserve-michael-barr-senate-testimony-martin-gruenberg-silicon-valley-bank-failure-f16d23d8

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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.

]]> Watch Jeff get really fired up over the Federal Reserve Vice Chair Michael Barr's refusal to answer questions about the "central bank's" tools even as he sought more authority from the government to presumably create new ones. The full autopsy on SVB hasn't even been done yet and the utter nerve of these bureaucrats to blame lack of authority for the failure and by implication any fallout. 

Eurodollar University's Money & Macro Analysis

Vice Chair for Supervision Michael S. Barr; 
Before the U.S. Senate Committee on Banking, Housing, and Urban Affairs, Washington, D.C.
https://www.federalreserve.gov/newsevents/testimony/barr20230328a.htm

WSJ: The Fed Passes the Buck on Bank Failures
https://www.wsj.com/articles/federal-reserve-michael-barr-senate-testimony-martin-gruenberg-silicon-valley-bank-failure-f16d23d8

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Apr 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1169 Watch Jeff get really fired up over the Federal Reserve Vice Chair Michael Barr's refusal to answer questions about the "central bank's" tools even as he sought more authority from the government to presumably create new ones. The full autopsy on SVB hasn't even been done yet and the utter nerve of these bureaucrats to blame lack of authority for the failure and by implication any fallout. 

Eurodollar University's Money & Macro Analysis

Vice Chair for Supervision Michael S. Barr; 
Before the U.S. Senate Committee on Banking, Housing, and Urban Affairs, Washington, D.C.
https://www.federalreserve.gov/newsevents/testimony/barr20230328a.htm

WSJ: The Fed Passes the Buck on Bank Failures
https://www.wsj.com/articles/federal-reserve-michael-barr-senate-testimony-martin-gruenberg-silicon-valley-bank-failure-f16d23d8

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 current crisis is the last piece to fall into place not the first one in the puzzle. 432 432 This current crisis is the last piece to fall into place not the first one in the puzzle. full 0938f487-2932-4f48-8e74-16dbfe53e7d7 https://share.transistor.fm/s/8ee13a3f The 2008-style scenario requires two parts - bad money and bad economy. We can now more easily see the first of those even if many will refuse to admit it. How about the other? That one isn't hard to identify either, plenty of existing data to choose from. 

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.

]]> The 2008-style scenario requires two parts - bad money and bad economy. We can now more easily see the first of those even if many will refuse to admit it. How about the other? That one isn't hard to identify either, plenty of existing data to choose from. 

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, 31 Mar 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1185 The 2008-style scenario requires two parts - bad money and bad economy. We can now more easily see the first of those even if many will refuse to admit it. How about the other? That one isn't hard to identify either, plenty of existing data to choose from. 

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 crisis has a very long way to go and this right here is the reason why. 431 431 This crisis has a very long way to go and this right here is the reason why. full 8d7a411d-73ff-456b-a947-369cf91ca289 https://share.transistor.fm/s/8e8328aa Maybe Governor Bailey was a little too honest when trying to downplay the current situation, confessing to "very heightened tensions." But what are these tensions and why have they heightened? The answers can be found deep in the bowels of big bank footnotes as well as in specific market prices.

Eurodollar University's Money & Macro Analysis

Bank of England on heightened alert for further banking turmoil
https://www.bbc.com/news/business-65099136

Liberty Street Economics: Intraday Timing of General Collateral Repo Markets
https://libertystreeteconomics.newyorkfed.org/2021/07/intraday-timing-of-general-collateral-repo-markets/

Morgan Stanley 2022 10-K
https://www.sec.gov/ix?doc=/Archives/edgar/data/0000895421/000089542123000284/ms-20221231.htm

JP Morgan 2022 10-K
https://www.sec.gov/ix?doc=/Archives/edgar/data/0000019617/000001961723000231/jpm-20221231.htm

Goldman Sachs 2022 10-K
https://www.sec.gov/ix?doc=/Archives/edgar/data/0000886982/000088698223000003/gs-20221231.htm

Credit Suisse 2022 Annual Report
https://www.credit-suisse.com/media/assets/corporate/docs/about-us/investor-relations/financial-disclosures/financial-reports/csg-ar-2022-en.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.

]]> Maybe Governor Bailey was a little too honest when trying to downplay the current situation, confessing to "very heightened tensions." But what are these tensions and why have they heightened? The answers can be found deep in the bowels of big bank footnotes as well as in specific market prices.

Eurodollar University's Money & Macro Analysis

Bank of England on heightened alert for further banking turmoil
https://www.bbc.com/news/business-65099136

Liberty Street Economics: Intraday Timing of General Collateral Repo Markets
https://libertystreeteconomics.newyorkfed.org/2021/07/intraday-timing-of-general-collateral-repo-markets/

Morgan Stanley 2022 10-K
https://www.sec.gov/ix?doc=/Archives/edgar/data/0000895421/000089542123000284/ms-20221231.htm

JP Morgan 2022 10-K
https://www.sec.gov/ix?doc=/Archives/edgar/data/0000019617/000001961723000231/jpm-20221231.htm

Goldman Sachs 2022 10-K
https://www.sec.gov/ix?doc=/Archives/edgar/data/0000886982/000088698223000003/gs-20221231.htm

Credit Suisse 2022 Annual Report
https://www.credit-suisse.com/media/assets/corporate/docs/about-us/investor-relations/financial-disclosures/financial-reports/csg-ar-2022-en.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, 30 Mar 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1299 Maybe Governor Bailey was a little too honest when trying to downplay the current situation, confessing to "very heightened tensions." But what are these tensions and why have they heightened? The answers can be found deep in the bowels of big bank footnotes as well as in specific market prices.

Eurodollar University's Money & Macro Analysis

Bank of England on heightened alert for further banking turmoil
https://www.bbc.com/news/business-65099136

Liberty Street Economics: Intraday Timing of General Collateral Repo Markets
https://libertystreeteconomics.newyorkfed.org/2021/07/intraday-timing-of-general-collateral-repo-markets/

Morgan Stanley 2022 10-K
https://www.sec.gov/ix?doc=/Archives/edgar/data/0000895421/000089542123000284/ms-20221231.htm

JP Morgan 2022 10-K
https://www.sec.gov/ix?doc=/Archives/edgar/data/0000019617/000001961723000231/jpm-20221231.htm

Goldman Sachs 2022 10-K
https://www.sec.gov/ix?doc=/Archives/edgar/data/0000886982/000088698223000003/gs-20221231.htm

Credit Suisse 2022 Annual Report
https://www.credit-suisse.com/media/assets/corporate/docs/about-us/investor-relations/financial-disclosures/financial-reports/csg-ar-2022-en.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 how we know the next stage of the crisis has shown up. 430 430 This is how we know the next stage of the crisis has shown up. full b8b23971-ddf8-426e-9a2b-79d228ddd9d6 https://share.transistor.fm/s/8a8ede50 Officials, regulators, politicians will all claim you and I are the problem. They'll begin to tell us bank panics happen because of misinformation and overly emotional depositors. Examples from the recent and distant past inform us about what's already beginning to take place now: finding a way to make it seem what's going on right now really isn't anything to worry about.

Eurodollar University's Money & Macro Analysis

Robert Owen: The Federal Reserve Act, Its Origins and Principles
https://fraser.stlouisfed.org/files/docs/publications/books/fra_owen_1919.pdf

Bloomberg: A Single Bet on Deutsche Bank’s Credit Default Swaps Is Seen Behind Friday’s Rout
https://www.bloomberg.com/news/articles/2023-03-28/a-single-bet-on-deutsche-bank-s-cds-is-seen-behind-friday-s-rout?sref=6uww027M#xj4y7vzkg

SEC Enhances Investor Protections Against Naked Short Selling
https://www.sec.gov/news/press/2008/2008-143.htm

SECURITIES EXCHANGE ACT OF 1934
RELEASE NO. 58166 / July 15, 2008
https://www.sec.gov/rules/other/2008/34-58166.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.

]]> Officials, regulators, politicians will all claim you and I are the problem. They'll begin to tell us bank panics happen because of misinformation and overly emotional depositors. Examples from the recent and distant past inform us about what's already beginning to take place now: finding a way to make it seem what's going on right now really isn't anything to worry about.

Eurodollar University's Money & Macro Analysis

Robert Owen: The Federal Reserve Act, Its Origins and Principles
https://fraser.stlouisfed.org/files/docs/publications/books/fra_owen_1919.pdf

Bloomberg: A Single Bet on Deutsche Bank’s Credit Default Swaps Is Seen Behind Friday’s Rout
https://www.bloomberg.com/news/articles/2023-03-28/a-single-bet-on-deutsche-bank-s-cds-is-seen-behind-friday-s-rout?sref=6uww027M#xj4y7vzkg

SEC Enhances Investor Protections Against Naked Short Selling
https://www.sec.gov/news/press/2008/2008-143.htm

SECURITIES EXCHANGE ACT OF 1934
RELEASE NO. 58166 / July 15, 2008
https://www.sec.gov/rules/other/2008/34-58166.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, 29 Mar 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1255 Officials, regulators, politicians will all claim you and I are the problem. They'll begin to tell us bank panics happen because of misinformation and overly emotional depositors. Examples from the recent and distant past inform us about what's already beginning to take place now: finding a way to make it seem what's going on right now really isn't anything to worry about.

Eurodollar University's Money & Macro Analysis

Robert Owen: The Federal Reserve Act, Its Origins and Principles
https://fraser.stlouisfed.org/files/docs/publications/books/fra_owen_1919.pdf

Bloomberg: A Single Bet on Deutsche Bank’s Credit Default Swaps Is Seen Behind Friday’s Rout
https://www.bloomberg.com/news/articles/2023-03-28/a-single-bet-on-deutsche-bank-s-cds-is-seen-behind-friday-s-rout?sref=6uww027M#xj4y7vzkg

SEC Enhances Investor Protections Against Naked Short Selling
https://www.sec.gov/news/press/2008/2008-143.htm

SECURITIES EXCHANGE ACT OF 1934
RELEASE NO. 58166 / July 15, 2008
https://www.sec.gov/rules/other/2008/34-58166.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 Shocking data shows there is much more to the story than Credit Suisse or Deutsche Bank. 429 429 Shocking data shows there is much more to the story than Credit Suisse or Deutsche Bank. full fcfeffe7-990d-4a7b-8480-1e3d720d0e98 https://share.transistor.fm/s/7a8bcda7 European banks find themselves back in the crosshairs of global monetary deflation, on both the receiving end and the giving end. Deutsche Bank's balance sheet offers a few clues as does the ECB's BLS going along with market shifts.

Eurodollar University's Money & Macro Analysis

Deutsche Bank Annual Report 2022
https://investor-relations.db.com/files/documents/annual-reports/2023/Annual-Report-2022.pdf

ECB Q4 2022 Bank Lending Survey
https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2022q4~e27b836c04.en.html#toc23

Bloomberg: Europe’s Banks Brush Off Crisis Talk While Reaping Rate Windfall
https://www.bloomberg.com/news/articles/2022-10-26/europe-s-banks-brush-off-crisis-talk-while-reaping-rate-windfall?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.

]]> European banks find themselves back in the crosshairs of global monetary deflation, on both the receiving end and the giving end. Deutsche Bank's balance sheet offers a few clues as does the ECB's BLS going along with market shifts.

Eurodollar University's Money & Macro Analysis

Deutsche Bank Annual Report 2022
https://investor-relations.db.com/files/documents/annual-reports/2023/Annual-Report-2022.pdf

ECB Q4 2022 Bank Lending Survey
https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2022q4~e27b836c04.en.html#toc23

Bloomberg: Europe’s Banks Brush Off Crisis Talk While Reaping Rate Windfall
https://www.bloomberg.com/news/articles/2022-10-26/europe-s-banks-brush-off-crisis-talk-while-reaping-rate-windfall?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.

]]> Tue, 28 Mar 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1234 European banks find themselves back in the crosshairs of global monetary deflation, on both the receiving end and the giving end. Deutsche Bank's balance sheet offers a few clues as does the ECB's BLS going along with market shifts.

Eurodollar University's Money & Macro Analysis

Deutsche Bank Annual Report 2022
https://investor-relations.db.com/files/documents/annual-reports/2023/Annual-Report-2022.pdf

ECB Q4 2022 Bank Lending Survey
https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2022q4~e27b836c04.en.html#toc23

Bloomberg: Europe’s Banks Brush Off Crisis Talk While Reaping Rate Windfall
https://www.bloomberg.com/news/articles/2022-10-26/europe-s-banks-brush-off-crisis-talk-while-reaping-rate-windfall?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 government is in a panic over the bank crisis to tell you not to panic over the bank crisis. 428 428 The government is in a panic over the bank crisis to tell you not to panic over the bank crisis. full c4390a18-aaf2-4afe-b33b-1472302234ee https://share.transistor.fm/s/345b208a Jeff and Steve speculate on why Treasury Secretary Janet Yellen called an unscheduled meeting of the Financial Stability Oversight Committee Friday. Was it to congratulate its members for stability achieved? To begin searching for a goat to scape? Figuring out which of the clowns will be stuffed into the car for the clown show?

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.

]]> Jeff and Steve speculate on why Treasury Secretary Janet Yellen called an unscheduled meeting of the Financial Stability Oversight Committee Friday. Was it to congratulate its members for stability achieved? To begin searching for a goat to scape? Figuring out which of the clowns will be stuffed into the car for the clown show?

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, 27 Mar 2023 10:11:29 -0400 Jeff Snider Jeff Snider 1225 Jeff and Steve speculate on why Treasury Secretary Janet Yellen called an unscheduled meeting of the Financial Stability Oversight Committee Friday. Was it to congratulate its members for stability achieved? To begin searching for a goat to scape? Figuring out which of the clowns will be stuffed into the car for the clown show?

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 Huge, historic moves keep rocking the global systems as governments start to panic. 427 427 Huge, historic moves keep rocking the global systems as governments start to panic. full 8e58b2a9-a585-47bb-9c09-4c7477a719c6 https://share.transistor.fm/s/294d6e8b More huge moves in markets as the Fed releases yet more crisis-level data. Treasury bill auctions continue to pile on huge demand, surging prices and plummeting even zero yields. Repo fails jumped and foreign governments "used" an historic amount of their UST securities they had in custody with FRBNY. All of it once again showing this crisis is global and still in its earliest stage. 

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.

]]> More huge moves in markets as the Fed releases yet more crisis-level data. Treasury bill auctions continue to pile on huge demand, surging prices and plummeting even zero yields. Repo fails jumped and foreign governments "used" an historic amount of their UST securities they had in custody with FRBNY. All of it once again showing this crisis is global and still in its earliest stage. 

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, 26 Mar 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1310 More huge moves in markets as the Fed releases yet more crisis-level data. Treasury bill auctions continue to pile on huge demand, surging prices and plummeting even zero yields. Repo fails jumped and foreign governments "used" an historic amount of their UST securities they had in custody with FRBNY. All of it once again showing this crisis is global and still in its earliest stage. 

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 What is the 2008 trap and how do we avoid it? 426 426 What is the 2008 trap and how do we avoid it? full 9699713f-7b73-49e8-b154-5c0a269508f9 https://share.transistor.fm/s/e8538c0d Jay Powell's press conference yesterday acknowledged both parts of the 2008-style scenario present right now. But like his 2008 predecessors, he is once again falling into the same trap thinking this will save us and him from sharing the same fate(s).

Eurodollar University's Money & Macro Analysis

Transcript of Chair Powell’s Press Conference Opening Statement
March 22, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230322.pdf

Meeting of the Federal Open Market Committee on
September 18, 2007
https://www.federalreserve.gov/monetarypolicy/files/fomc20070918meeting.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
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.

]]> Jay Powell's press conference yesterday acknowledged both parts of the 2008-style scenario present right now. But like his 2008 predecessors, he is once again falling into the same trap thinking this will save us and him from sharing the same fate(s).

Eurodollar University's Money & Macro Analysis

Transcript of Chair Powell’s Press Conference Opening Statement
March 22, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230322.pdf

Meeting of the Federal Open Market Committee on
September 18, 2007
https://www.federalreserve.gov/monetarypolicy/files/fomc20070918meeting.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
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.

]]> Fri, 24 Mar 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1266 Jay Powell's press conference yesterday acknowledged both parts of the 2008-style scenario present right now. But like his 2008 predecessors, he is once again falling into the same trap thinking this will save us and him from sharing the same fate(s).

Eurodollar University's Money & Macro Analysis

Transcript of Chair Powell’s Press Conference Opening Statement
March 22, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20230322.pdf

Meeting of the Federal Open Market Committee on
September 18, 2007
https://www.federalreserve.gov/monetarypolicy/files/fomc20070918meeting.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
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 This next move is going to be their last - and they know it even if they aren't ready to admit it. 425 425 This next move is going to be their last - and they know it even if they aren't ready to admit it. full 59e8a200-58c6-488a-89be-c8e665054d32 https://share.transistor.fm/s/ba4618cf The Fed hiked rates, no surprise, even raised consumer price forecasts and the infamous dot plots. Markets, no surprise, did not buy it one bit. there continues to be way too much which reminds us of 2008, including the confused FOMC stance.

Eurodollar University's Money & Macro Analysis

FOMC SEP Projections; June 24-25, 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080625SEPcompilation.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 Fed hiked rates, no surprise, even raised consumer price forecasts and the infamous dot plots. Markets, no surprise, did not buy it one bit. there continues to be way too much which reminds us of 2008, including the confused FOMC stance.

Eurodollar University's Money & Macro Analysis

FOMC SEP Projections; June 24-25, 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080625SEPcompilation.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, 23 Mar 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1200 The Fed hiked rates, no surprise, even raised consumer price forecasts and the infamous dot plots. Markets, no surprise, did not buy it one bit. there continues to be way too much which reminds us of 2008, including the confused FOMC stance.

Eurodollar University's Money & Macro Analysis

FOMC SEP Projections; June 24-25, 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080625SEPcompilation.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 So-called lender of second-last resort has already begun preparing for the worst. 424 424 So-called lender of second-last resort has already begun preparing for the worst. full fcaeb4fe-8516-46c5-82ba-fc5fcbd06e9c https://share.transistor.fm/s/e3e37d93 Yet another funding crisis indication comes to us in a report from Bloomberg. FHLB co-ops are issuing debt like we've never seen before in what can only mean major bank funding problems. The only time we ever see anything like this is crisis. And this one could even be worse than those before. 

Eurodollar University's Money & Macro Analysis

FHLB Financial Statements
https://www.fhlb-of.com/ofweb_userWeb/pageBuilder/fhlbank-financial-data-36

Bberg: Key Lender to Regional Banks Raises $88.7 Billion Via Bonds
https://www.bloomberg.com/news/articles/2023-03-13/federal-home-loan-banks-to-raise-64-billion-in-notes-offering?leadSource=uverify%20wall

Bberg: FHLB Issues $304 Billion in a Week as Banks Boost Liquidity
https://www.bloomberg.com/news/articles/2023-03-20/fhlb-issues-304-billion-in-one-week-as-banks-bolster-liquidity?srnd=premium&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
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.

]]> Yet another funding crisis indication comes to us in a report from Bloomberg. FHLB co-ops are issuing debt like we've never seen before in what can only mean major bank funding problems. The only time we ever see anything like this is crisis. And this one could even be worse than those before. 

Eurodollar University's Money & Macro Analysis

FHLB Financial Statements
https://www.fhlb-of.com/ofweb_userWeb/pageBuilder/fhlbank-financial-data-36

Bberg: Key Lender to Regional Banks Raises $88.7 Billion Via Bonds
https://www.bloomberg.com/news/articles/2023-03-13/federal-home-loan-banks-to-raise-64-billion-in-notes-offering?leadSource=uverify%20wall

Bberg: FHLB Issues $304 Billion in a Week as Banks Boost Liquidity
https://www.bloomberg.com/news/articles/2023-03-20/fhlb-issues-304-billion-in-one-week-as-banks-bolster-liquidity?srnd=premium&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
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, 22 Mar 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1217 Yet another funding crisis indication comes to us in a report from Bloomberg. FHLB co-ops are issuing debt like we've never seen before in what can only mean major bank funding problems. The only time we ever see anything like this is crisis. And this one could even be worse than those before. 

Eurodollar University's Money & Macro Analysis

FHLB Financial Statements
https://www.fhlb-of.com/ofweb_userWeb/pageBuilder/fhlbank-financial-data-36

Bberg: Key Lender to Regional Banks Raises $88.7 Billion Via Bonds
https://www.bloomberg.com/news/articles/2023-03-13/federal-home-loan-banks-to-raise-64-billion-in-notes-offering?leadSource=uverify%20wall

Bberg: FHLB Issues $304 Billion in a Week as Banks Boost Liquidity
https://www.bloomberg.com/news/articles/2023-03-20/fhlb-issues-304-billion-in-one-week-as-banks-bolster-liquidity?srnd=premium&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
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 There really is serious systemic potential about Credit Suisse. 423 423 There really is serious systemic potential about Credit Suisse. full ce64e77b-3c51-468f-8f9e-23f1c11a54dc https://share.transistor.fm/s/068284aa Another Sunday action by the Fed, this time less about regional US banks instead acknowledging major global (euro)dollar potential dysfunction. Some maybe a lot of that is coming from Switzerland. What the Fed and other central banks are up to and how Credit Suisse fits into the deflationary/inelasticity puzzle. 

Eurodollar University's Money & Macro Analysis

Credit Suisse Financial Reports
https://www.credit-suisse.com/about-us/en/reports-research/quarterly-interim-reports.html

Federal Reserve: Coordinated central bank action to enhance the provision of U.S. dollar liquidity
https://www.federalreserve.gov/newsevents/pressreleases/monetary20230319a.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.

]]> Another Sunday action by the Fed, this time less about regional US banks instead acknowledging major global (euro)dollar potential dysfunction. Some maybe a lot of that is coming from Switzerland. What the Fed and other central banks are up to and how Credit Suisse fits into the deflationary/inelasticity puzzle. 

Eurodollar University's Money & Macro Analysis

Credit Suisse Financial Reports
https://www.credit-suisse.com/about-us/en/reports-research/quarterly-interim-reports.html

Federal Reserve: Coordinated central bank action to enhance the provision of U.S. dollar liquidity
https://www.federalreserve.gov/newsevents/pressreleases/monetary20230319a.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, 21 Mar 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1264 Another Sunday action by the Fed, this time less about regional US banks instead acknowledging major global (euro)dollar potential dysfunction. Some maybe a lot of that is coming from Switzerland. What the Fed and other central banks are up to and how Credit Suisse fits into the deflationary/inelasticity puzzle. 

Eurodollar University's Money & Macro Analysis

Credit Suisse Financial Reports
https://www.credit-suisse.com/about-us/en/reports-research/quarterly-interim-reports.html

Federal Reserve: Coordinated central bank action to enhance the provision of U.S. dollar liquidity
https://www.federalreserve.gov/newsevents/pressreleases/monetary20230319a.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 Severe consequences to expect months, weeks, even days ahead. 422 422 Severe consequences to expect months, weeks, even days ahead. full e2458e2f-0dde-48dd-ba7b-b3b83606db93 https://share.transistor.fm/s/8b85d2e6 The deflationary outburst shook up the world and it is still spreading. Financial aftershocks are still being felt but the economic fallout hasn't even begun. Just how early on in the process are we and what happens from here?

Eurodollar University's Money & Macro Talk 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.

]]> The deflationary outburst shook up the world and it is still spreading. Financial aftershocks are still being felt but the economic fallout hasn't even begun. Just how early on in the process are we and what happens from here?

Eurodollar University's Money & Macro Talk 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, 20 Mar 2023 10:07:00 -0400 Jeff Snider Jeff Snider 1296 The deflationary outburst shook up the world and it is still spreading. Financial aftershocks are still being felt but the economic fallout hasn't even begun. Just how early on in the process are we and what happens from here?

Eurodollar University's Money & Macro Talk 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 Collateral runs keep on coming and China chimes in with its own warning sign. 421 421 Collateral runs keep on coming and China chimes in with its own warning sign. full 501da332-fab0-4de6-a51d-d70b0e2a5894 https://share.transistor.fm/s/ea3a7d37 Why would anyone want to buy a T-bill from the government which didn't return anything? A zero interest loan to the feds makes no sense when you can get far better at least from the Fed. Unless you consider collateral scarcity. In the context of everything going on - including emergency borrowing at 2008 levels - this continued scramble for collateral is simply consistent with how this isn't about SVB, Signature, or even First Republic. 

Eurodollar University's Money & Macro Analysis

Quantitative Easing: How Well Does This Tool Work?
https://www.stlouisfed.org/publications/regional-economist/third-quarter-2017/quantitative-easing-how-well-does-this-tool-work

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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.

]]> Why would anyone want to buy a T-bill from the government which didn't return anything? A zero interest loan to the feds makes no sense when you can get far better at least from the Fed. Unless you consider collateral scarcity. In the context of everything going on - including emergency borrowing at 2008 levels - this continued scramble for collateral is simply consistent with how this isn't about SVB, Signature, or even First Republic. 

Eurodollar University's Money & Macro Analysis

Quantitative Easing: How Well Does This Tool Work?
https://www.stlouisfed.org/publications/regional-economist/third-quarter-2017/quantitative-easing-how-well-does-this-tool-work

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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, 19 Mar 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1320 Why would anyone want to buy a T-bill from the government which didn't return anything? A zero interest loan to the feds makes no sense when you can get far better at least from the Fed. Unless you consider collateral scarcity. In the context of everything going on - including emergency borrowing at 2008 levels - this continued scramble for collateral is simply consistent with how this isn't about SVB, Signature, or even First Republic. 

Eurodollar University's Money & Macro Analysis

Quantitative Easing: How Well Does This Tool Work?
https://www.stlouisfed.org/publications/regional-economist/third-quarter-2017/quantitative-easing-how-well-does-this-tool-work

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 They say everything is fine/back to normal. We can clearly see it is not fine/nowhere near normal. 420 420 They say everything is fine/back to normal. We can clearly see it is not fine/nowhere near normal. full 53a7ab9a-a846-438b-867b-0b71cca9e4c2 https://share.transistor.fm/s/3626a540 The ECB hiked its interest rate benchmarks today by 50 bps. Markets everywhere basically ignored it. What happened over the past week has already left serious and lasting doubts if not persistent scars. What's priced to come next isn't more rate hikes...from anyone.

Eurodollar University's Money & Macro Analysis

ECB Monetary policy decisions
https://www.ecb.europa.eu/press/pr/date/2023/html/ecb.mp230316~aad5249f30.en.html

Ben Bernanke; Inaugurating A New Blog
https://www.brookings.edu/blog/ben-bernanke/2015/03/30/inaugurating-a-new-blog/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 ECB hiked its interest rate benchmarks today by 50 bps. Markets everywhere basically ignored it. What happened over the past week has already left serious and lasting doubts if not persistent scars. What's priced to come next isn't more rate hikes...from anyone.

Eurodollar University's Money & Macro Analysis

ECB Monetary policy decisions
https://www.ecb.europa.eu/press/pr/date/2023/html/ecb.mp230316~aad5249f30.en.html

Ben Bernanke; Inaugurating A New Blog
https://www.brookings.edu/blog/ben-bernanke/2015/03/30/inaugurating-a-new-blog/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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, 17 Mar 2023 13:11:39 -0400 Jeff Snider Jeff Snider 1230 The ECB hiked its interest rate benchmarks today by 50 bps. Markets everywhere basically ignored it. What happened over the past week has already left serious and lasting doubts if not persistent scars. What's priced to come next isn't more rate hikes...from anyone.

Eurodollar University's Money & Macro Analysis

ECB Monetary policy decisions
https://www.ecb.europa.eu/press/pr/date/2023/html/ecb.mp230316~aad5249f30.en.html

Ben Bernanke; Inaugurating A New Blog
https://www.brookings.edu/blog/ben-bernanke/2015/03/30/inaugurating-a-new-blog/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Multiple markets now say the crisis has begun. 419 419 Multiple markets now say the crisis has begun. full 38b62afb-2297-4ebf-8604-dfa3dc00ce79 https://share.transistor.fm/s/25abd68f The curve shape we've been waiting for - and dreading - has finally shown up. This "bad steepening" indicates a 2008-style scenario is unfolding right now. Not a 2008 repeat, but the same general (and generally awful) combination of deflationary money and weak economy. 

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.

]]> The curve shape we've been waiting for - and dreading - has finally shown up. This "bad steepening" indicates a 2008-style scenario is unfolding right now. Not a 2008 repeat, but the same general (and generally awful) combination of deflationary money and weak economy. 

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, 16 Mar 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1392 The curve shape we've been waiting for - and dreading - has finally shown up. This "bad steepening" indicates a 2008-style scenario is unfolding right now. Not a 2008 repeat, but the same general (and generally awful) combination of deflationary money and weak economy. 

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 These key signals have rarely been seen before. This one is unprecedented. 418 418 These key signals have rarely been seen before. This one is unprecedented. full 9c3811d3-8e29-4642-bcaf-6cd606e387d2 https://share.transistor.fm/s/7208a9f4 We need to review the lessons of Bear Stearns and not just because it is the 15th anniversary of that firm's final day as an independent. The parallels go way beyond a single bank failure like Silicon Valley Bank. Comparing the recent meltdown in curves to what happened back then in the context of those Bear lessons is instructive and unnerving.  

Eurodollar University's Money & Macro Analysis

FOMC Transcript March 10, 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080310confcall.pdf

FOMC Transcript March 18, 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080318meeting.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.

]]> We need to review the lessons of Bear Stearns and not just because it is the 15th anniversary of that firm's final day as an independent. The parallels go way beyond a single bank failure like Silicon Valley Bank. Comparing the recent meltdown in curves to what happened back then in the context of those Bear lessons is instructive and unnerving.  

Eurodollar University's Money & Macro Analysis

FOMC Transcript March 10, 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080310confcall.pdf

FOMC Transcript March 18, 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080318meeting.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, 15 Mar 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1301 We need to review the lessons of Bear Stearns and not just because it is the 15th anniversary of that firm's final day as an independent. The parallels go way beyond a single bank failure like Silicon Valley Bank. Comparing the recent meltdown in curves to what happened back then in the context of those Bear lessons is instructive and unnerving.  

Eurodollar University's Money & Macro Analysis

FOMC Transcript March 10, 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080310confcall.pdf

FOMC Transcript March 18, 2008
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080318meeting.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 More shocking fallout as even bigger market swings reverberate around the world. 417 417 More shocking fallout as even bigger market swings reverberate around the world. full af6e6328-1f3d-4681-bae8-e903db57300c https://share.transistor.fm/s/a137aa66 Friday's bond/rates markets moves were almost indescribable. Somehow today's were even bigger. What is going on isn't just about SVB, though looking into SVB can help provide us with some clues. Either way, markets continued to hedge for the worst even after Fed, FDIC, and everything over the weekend which was supposed to calm everything down.

Eurodollar University's Money & Macro Analysis

SVB March 8, 2023, SEC Form 8-K
https://d18rn0p25nwr6d.cloudfront.net/CIK-0000719739/eede72d3-1cc6-45ee-89cf-3dc4f59469ad.pdf

Federal Reserve March 12, 2023, Press Release
https://www.federalreserve.gov/newsevents/pressreleases/monetary20230312a.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.

]]> Friday's bond/rates markets moves were almost indescribable. Somehow today's were even bigger. What is going on isn't just about SVB, though looking into SVB can help provide us with some clues. Either way, markets continued to hedge for the worst even after Fed, FDIC, and everything over the weekend which was supposed to calm everything down.

Eurodollar University's Money & Macro Analysis

SVB March 8, 2023, SEC Form 8-K
https://d18rn0p25nwr6d.cloudfront.net/CIK-0000719739/eede72d3-1cc6-45ee-89cf-3dc4f59469ad.pdf

Federal Reserve March 12, 2023, Press Release
https://www.federalreserve.gov/newsevents/pressreleases/monetary20230312a.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, 14 Mar 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1230 Friday's bond/rates markets moves were almost indescribable. Somehow today's were even bigger. What is going on isn't just about SVB, though looking into SVB can help provide us with some clues. Either way, markets continued to hedge for the worst even after Fed, FDIC, and everything over the weekend which was supposed to calm everything down.

Eurodollar University's Money & Macro Analysis

SVB March 8, 2023, SEC Form 8-K
https://d18rn0p25nwr6d.cloudfront.net/CIK-0000719739/eede72d3-1cc6-45ee-89cf-3dc4f59469ad.pdf

Federal Reserve March 12, 2023, Press Release
https://www.federalreserve.gov/newsevents/pressreleases/monetary20230312a.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 What markets are telling us about potential for more bank runs and failures. 416 416 What markets are telling us about potential for more bank runs and failures. full 2a811f7f-4d2c-4b8a-9760-3e611662d101 https://share.transistor.fm/s/defc864d The real markets (not stocks) have been warning about ugliness for months. Now even the public can see it though policymakers and authorities will continue to deny it. Will there be more? Is the whole thing over? What markets are saying about it.

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.

]]> The real markets (not stocks) have been warning about ugliness for months. Now even the public can see it though policymakers and authorities will continue to deny it. Will there be more? Is the whole thing over? What markets are saying about it.

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, 13 Mar 2023 07:00:00 -0400 Jeff Snider Jeff Snider 1125 The real markets (not stocks) have been warning about ugliness for months. Now even the public can see it though policymakers and authorities will continue to deny it. Will there be more? Is the whole thing over? What markets are saying about it.

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 A global buying panic in bonds triggered by more than a little panic-panic in the monetary system. 415 415 A global buying panic in bonds triggered by more than a little panic-panic in the monetary system. full 7f33a1e9-7e0e-4c25-b2cb-7d9d805c979a https://share.transistor.fm/s/ec1e3025 The payroll report was supposed to be today's sole topic. Instead, it was completely overshadowed first by a global bond buying panic sparked in Asia then carrying over throughout the US trading day. Failure of Silicon Valley Bank isn't the only problem, rather a symptom of the very deflationary money curves have been warning about.

Eurodollar University's Money & Macro Analysis

Recession Is the Most Obvious Answer To All the Inversion
https://www.realclearmarkets.com/articles/2022/12/02/recession_is_the_most_obvious_answer_to_all_the_inversion_867961.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 payroll report was supposed to be today's sole topic. Instead, it was completely overshadowed first by a global bond buying panic sparked in Asia then carrying over throughout the US trading day. Failure of Silicon Valley Bank isn't the only problem, rather a symptom of the very deflationary money curves have been warning about.

Eurodollar University's Money & Macro Analysis

Recession Is the Most Obvious Answer To All the Inversion
https://www.realclearmarkets.com/articles/2022/12/02/recession_is_the_most_obvious_answer_to_all_the_inversion_867961.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.

]]> Sat, 11 Mar 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1302 The payroll report was supposed to be today's sole topic. Instead, it was completely overshadowed first by a global bond buying panic sparked in Asia then carrying over throughout the US trading day. Failure of Silicon Valley Bank isn't the only problem, rather a symptom of the very deflationary money curves have been warning about.

Eurodollar University's Money & Macro Analysis

Recession Is the Most Obvious Answer To All the Inversion
https://www.realclearmarkets.com/articles/2022/12/02/recession_is_the_most_obvious_answer_to_all_the_inversion_867961.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 Biggest warning sign yet. 414 414 Biggest warning sign yet. full 32229b17-eaca-4514-9bc5-ae330ca2c850 https://share.transistor.fm/s/c5167038 If "inflation" has been such a killer, nowhere more so than for food, why wouldn't falling food prices be a welcome development? The answer is actually pretty easy to put together in a whole bunch of strong, persisting correlations which are warning you to be very careful. 

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.

]]> If "inflation" has been such a killer, nowhere more so than for food, why wouldn't falling food prices be a welcome development? The answer is actually pretty easy to put together in a whole bunch of strong, persisting correlations which are warning you to be very careful. 

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, 10 Mar 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1158 If "inflation" has been such a killer, nowhere more so than for food, why wouldn't falling food prices be a welcome development? The answer is actually pretty easy to put together in a whole bunch of strong, persisting correlations which are warning you to be very careful. 

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 Just what we've been warning you about. 413 413 Just what we've been warning you about. full 5d6d3c96-ca72-41be-906d-a7c7fe692a5d https://share.transistor.fm/s/b3b2ed31 All that financial volatility last September and October may have been the point of no return. Immediately after, curves swung from alarming to crazy. Now we see the consequences spreading throughout the real economy, hitting Asia and China reopening hype the hardest. 

Eurodollar University's Money & Macro Analysis

Semiannual Monetary Policy Report to the Congress
https://www.federalreserve.gov/newsevents/testimony/powell20230307a.htm

Statement by Philip Lowe, Governor: Monetary Policy Decision
https://www.rba.gov.au/media-releases/2023/mr-23-07.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.

]]> All that financial volatility last September and October may have been the point of no return. Immediately after, curves swung from alarming to crazy. Now we see the consequences spreading throughout the real economy, hitting Asia and China reopening hype the hardest. 

Eurodollar University's Money & Macro Analysis

Semiannual Monetary Policy Report to the Congress
https://www.federalreserve.gov/newsevents/testimony/powell20230307a.htm

Statement by Philip Lowe, Governor: Monetary Policy Decision
https://www.rba.gov.au/media-releases/2023/mr-23-07.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, 09 Mar 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1174 All that financial volatility last September and October may have been the point of no return. Immediately after, curves swung from alarming to crazy. Now we see the consequences spreading throughout the real economy, hitting Asia and China reopening hype the hardest. 

Eurodollar University's Money & Macro Analysis

Semiannual Monetary Policy Report to the Congress
https://www.federalreserve.gov/newsevents/testimony/powell20230307a.htm

Statement by Philip Lowe, Governor: Monetary Policy Decision
https://www.rba.gov.au/media-releases/2023/mr-23-07.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 last time Congress did something big about the Fed. 412 412 The last time Congress did something big about the Fed. full cfbbd53d-e4e6-4029-91b6-3685f8669c69 https://share.transistor.fm/s/47b6e170 As the Great Inflation wore on into its second decade, even politicians in Congress knew it had something to do with failure at the Fed. Demanding answers, a series of reform laws were passed including the one which commands Jay Powell's presence today. Why all this happened is as important and relevant to today as anytime in between. 

Eurodollar University's Money & Macro Analysis

FOMC Meeting October 1978 
https://www.federalreserve.gov/monetarypolicy/files/FOMC19781017meeting.pdf

FOMC Meeting December 1978
https://www.federalreserve.gov/monetarypolicy/files/FOMC19781219meeting.pdf

FOMC Meeting June 2000
https://www.federalreserve.gov/monetarypolicy/files/FOMC20000628meeting.pdf

Federal Reserve Reform Act of 1977
https://www.govinfo.gov/content/pkg/STATUTE-91/pdf/STATUTE-91-Pg1387.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.

]]> As the Great Inflation wore on into its second decade, even politicians in Congress knew it had something to do with failure at the Fed. Demanding answers, a series of reform laws were passed including the one which commands Jay Powell's presence today. Why all this happened is as important and relevant to today as anytime in between. 

Eurodollar University's Money & Macro Analysis

FOMC Meeting October 1978 
https://www.federalreserve.gov/monetarypolicy/files/FOMC19781017meeting.pdf

FOMC Meeting December 1978
https://www.federalreserve.gov/monetarypolicy/files/FOMC19781219meeting.pdf

FOMC Meeting June 2000
https://www.federalreserve.gov/monetarypolicy/files/FOMC20000628meeting.pdf

Federal Reserve Reform Act of 1977
https://www.govinfo.gov/content/pkg/STATUTE-91/pdf/STATUTE-91-Pg1387.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, 08 Mar 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1323 As the Great Inflation wore on into its second decade, even politicians in Congress knew it had something to do with failure at the Fed. Demanding answers, a series of reform laws were passed including the one which commands Jay Powell's presence today. Why all this happened is as important and relevant to today as anytime in between. 

Eurodollar University's Money & Macro Analysis

FOMC Meeting October 1978 
https://www.federalreserve.gov/monetarypolicy/files/FOMC19781017meeting.pdf

FOMC Meeting December 1978
https://www.federalreserve.gov/monetarypolicy/files/FOMC19781219meeting.pdf

FOMC Meeting June 2000
https://www.federalreserve.gov/monetarypolicy/files/FOMC20000628meeting.pdf

Federal Reserve Reform Act of 1977
https://www.govinfo.gov/content/pkg/STATUTE-91/pdf/STATUTE-91-Pg1387.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 What they're not telling you. 411 411 What they're not telling you. full 9a6e81a3-d979-45a4-87d9-beda1c65c280 https://share.transistor.fm/s/75d37efc China reopening hype has been driven mostly by the mainstream media in the West. Recent developments pushed it to another level even though the entire time it was as hollow as every other global recovery scenario the past decade-plus. The Chinese government just exposed the truth - how's that for upside-down!

Eurodollar University's Money & Macro Analysis

Interpreting China’s unambitious growth target
https://www.economist.com/china/2023/03/05/interpreting-chinas-unambitious-growth-target

China Sets Conservative Growth Target as Challenges Loom
https://www.wsj.com/articles/china-sets-economic-growth-target-of-around-5-for-the-year-88eaff89

China sets lowest GDP growth target in decades as Beijing tightens its belt
https://www.cnn.com/2023/03/06/economy/china-two-sessions-lowest-gdp-target-analysis-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
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 reopening hype has been driven mostly by the mainstream media in the West. Recent developments pushed it to another level even though the entire time it was as hollow as every other global recovery scenario the past decade-plus. The Chinese government just exposed the truth - how's that for upside-down!

Eurodollar University's Money & Macro Analysis

Interpreting China’s unambitious growth target
https://www.economist.com/china/2023/03/05/interpreting-chinas-unambitious-growth-target

China Sets Conservative Growth Target as Challenges Loom
https://www.wsj.com/articles/china-sets-economic-growth-target-of-around-5-for-the-year-88eaff89

China sets lowest GDP growth target in decades as Beijing tightens its belt
https://www.cnn.com/2023/03/06/economy/china-two-sessions-lowest-gdp-target-analysis-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
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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, 07 Mar 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1246 China reopening hype has been driven mostly by the mainstream media in the West. Recent developments pushed it to another level even though the entire time it was as hollow as every other global recovery scenario the past decade-plus. The Chinese government just exposed the truth - how's that for upside-down!

Eurodollar University's Money & Macro Analysis

Interpreting China’s unambitious growth target
https://www.economist.com/china/2023/03/05/interpreting-chinas-unambitious-growth-target

China Sets Conservative Growth Target as Challenges Loom
https://www.wsj.com/articles/china-sets-economic-growth-target-of-around-5-for-the-year-88eaff89

China sets lowest GDP growth target in decades as Beijing tightens its belt
https://www.cnn.com/2023/03/06/economy/china-two-sessions-lowest-gdp-target-analysis-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
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 They've got it all wrong. 410 410 They've got it all wrong. full a980c8c4-3a2d-499b-ad1b-33f1b6c882b6 https://share.transistor.fm/s/b1ef0d6a More reliable than the unemployment rate. Greater accuracy compared to payrolls. Forget Janet Yellen's bluster and misinterpreting all those Chinese PMIs. There's a much simpler, more fun way to judge then deal with macroeconomic risks. 

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.

]]> More reliable than the unemployment rate. Greater accuracy compared to payrolls. Forget Janet Yellen's bluster and misinterpreting all those Chinese PMIs. There's a much simpler, more fun way to judge then deal with macroeconomic risks. 

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, 06 Mar 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1198 More reliable than the unemployment rate. Greater accuracy compared to payrolls. Forget Janet Yellen's bluster and misinterpreting all those Chinese PMIs. There's a much simpler, more fun way to judge then deal with macroeconomic risks. 

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 They say it's impossible. 409 409 They say it's impossible. full d9cf8300-d020-4be5-8e39-b9b3e9ba52d0 https://share.transistor.fm/s/d522fb88 Treasury Secretary Janet Yellen said recession isn't possible with the unemployment rate so low and hiring so robust. What she won't tell you is how little those datapoints matter in any possible recession scenario, including one recession that is extraordinarily similar to what's going on right now. 

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.

]]> Treasury Secretary Janet Yellen said recession isn't possible with the unemployment rate so low and hiring so robust. What she won't tell you is how little those datapoints matter in any possible recession scenario, including one recession that is extraordinarily similar to what's going on right now. 

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, 05 Mar 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1204 Treasury Secretary Janet Yellen said recession isn't possible with the unemployment rate so low and hiring so robust. What she won't tell you is how little those datapoints matter in any possible recession scenario, including one recession that is extraordinarily similar to what's going on right now. 

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 Who is still knocking at the Discount Window? 408 408 Who is still knocking at the Discount Window? full 0c19a64f-868e-46ad-b71a-024b13d0188b https://share.transistor.fm/s/cc111bf0 Between February and December, use of the Fed's primary credit soared to more than $10 billion. Who was using it and why? Several theories abound though none line up with all the monetary facts. Eurodollar University viewers won't be surprised with what does line up with those and the Fed's primary credit. 

Eurodollar University's Money & Macro Analysis

The Recent Rise in Discount Window Borrowing
https://libertystreeteconomics.newyorkfed.org/2023/01/the-recent-rise-in-discount-window-borrowing/

Funding strains emerge as banks build wholesale borrowings
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/funding-strains-emerge-as-banks-build-wholesale-borrowings-73618469

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.

]]> Between February and December, use of the Fed's primary credit soared to more than $10 billion. Who was using it and why? Several theories abound though none line up with all the monetary facts. Eurodollar University viewers won't be surprised with what does line up with those and the Fed's primary credit. 

Eurodollar University's Money & Macro Analysis

The Recent Rise in Discount Window Borrowing
https://libertystreeteconomics.newyorkfed.org/2023/01/the-recent-rise-in-discount-window-borrowing/

Funding strains emerge as banks build wholesale borrowings
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/funding-strains-emerge-as-banks-build-wholesale-borrowings-73618469

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.

]]> Fri, 03 Mar 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1252 Between February and December, use of the Fed's primary credit soared to more than $10 billion. Who was using it and why? Several theories abound though none line up with all the monetary facts. Eurodollar University viewers won't be surprised with what does line up with those and the Fed's primary credit. 

Eurodollar University's Money & Macro Analysis

The Recent Rise in Discount Window Borrowing
https://libertystreeteconomics.newyorkfed.org/2023/01/the-recent-rise-in-discount-window-borrowing/

Funding strains emerge as banks build wholesale borrowings
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/funding-strains-emerge-as-banks-build-wholesale-borrowings-73618469

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 This is a huge difference. 407 407 This is a huge difference. full 2b4d39b9-e2cc-45d1-b0a9-719b55b55a75 https://share.transistor.fm/s/c668e39b China's reopening isn't faltering, it's booming! Or is it? The Chinese government reported big PMI numbers for February, but what do these things actually mean? I'm not sure anyone knows because it is not what everyone says. Plus, bonus breakdown of the US PMI from ISM. 

Eurodollar University's Money & Macro Analysis

Zhao Qinghe, senior statistician of the Service Industry Survey Center of the National Bureau of Statistics, interprets the February 2023 China Purchasing Managers Index
http://www.stats.gov.cn/tjsj/sjjd/202303/t20230301_1919035.html

February 2023 Manufacturing ISM® Report On Business®
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/FEBRUARY/

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.

]]> China's reopening isn't faltering, it's booming! Or is it? The Chinese government reported big PMI numbers for February, but what do these things actually mean? I'm not sure anyone knows because it is not what everyone says. Plus, bonus breakdown of the US PMI from ISM. 

Eurodollar University's Money & Macro Analysis

Zhao Qinghe, senior statistician of the Service Industry Survey Center of the National Bureau of Statistics, interprets the February 2023 China Purchasing Managers Index
http://www.stats.gov.cn/tjsj/sjjd/202303/t20230301_1919035.html

February 2023 Manufacturing ISM® Report On Business®
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/FEBRUARY/

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, 02 Mar 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1176 China's reopening isn't faltering, it's booming! Or is it? The Chinese government reported big PMI numbers for February, but what do these things actually mean? I'm not sure anyone knows because it is not what everyone says. Plus, bonus breakdown of the US PMI from ISM. 

Eurodollar University's Money & Macro Analysis

Zhao Qinghe, senior statistician of the Service Industry Survey Center of the National Bureau of Statistics, interprets the February 2023 China Purchasing Managers Index
http://www.stats.gov.cn/tjsj/sjjd/202303/t20230301_1919035.html

February 2023 Manufacturing ISM® Report On Business®
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/FEBRUARY/

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 "Stupid slow." 406 406 "Stupid slow." full 6c86b0f1-005d-42f6-9a95-adfb57065f5f https://share.transistor.fm/s/ab2db126 More "hot" CPI data from Europe has renewed focus on rate hikes for what many are considering an unquenchably hot global economy. But a determined examination of the other side of the world in Asia shows why that's an enormously mistaken interpretation. Just ask these salty Texans.

Eurodollar University's Money & Macro Analysis

Texas Manufacturing Outlook Survey; Comments
https://www.dallasfed.org/research/surveys/tmos/2023/2302#tab-comments

China’s shipping containers pile up at overcrowded port as overseas orders dwindle
https://www.scmp.com/economy/china-economy/article/3210870/chinas-shipping-containers-pile-overcrowded-port-overseas-orders-dwindle

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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.

]]> More "hot" CPI data from Europe has renewed focus on rate hikes for what many are considering an unquenchably hot global economy. But a determined examination of the other side of the world in Asia shows why that's an enormously mistaken interpretation. Just ask these salty Texans.

Eurodollar University's Money & Macro Analysis

Texas Manufacturing Outlook Survey; Comments
https://www.dallasfed.org/research/surveys/tmos/2023/2302#tab-comments

China’s shipping containers pile up at overcrowded port as overseas orders dwindle
https://www.scmp.com/economy/china-economy/article/3210870/chinas-shipping-containers-pile-overcrowded-port-overseas-orders-dwindle

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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, 01 Mar 2023 10:01:45 -0500 Jeff Snider Jeff Snider 1223 More "hot" CPI data from Europe has renewed focus on rate hikes for what many are considering an unquenchably hot global economy. But a determined examination of the other side of the world in Asia shows why that's an enormously mistaken interpretation. Just ask these salty Texans.

Eurodollar University's Money & Macro Analysis

Texas Manufacturing Outlook Survey; Comments
https://www.dallasfed.org/research/surveys/tmos/2023/2302#tab-comments

China’s shipping containers pile up at overcrowded port as overseas orders dwindle
https://www.scmp.com/economy/china-economy/article/3210870/chinas-shipping-containers-pile-overcrowded-port-overseas-orders-dwindle

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 They jumped the gun on the soft landing, just as markets predicted. 383 383 They jumped the gun on the soft landing, just as markets predicted. full aa5aefca-a17e-4563-94b4-6011282f0085 https://share.transistor.fm/s/9006a2f1 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, 28 Feb 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1197 Soft landing fever has spread around the world. There are three major reasons why, from US labor stats to China reopening then the idea Europe survived a major scare. On that last one, did it? Latest data from there has gotten as ugly as market curves when predicting that very ugliness. Soft landing fever has spread around the world. There are three major reasons why, from US labor stats to China reopening then the idea Europe survived a major scare. On that last one, did it? Latest data from there has gotten as ugly as market curves whe Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Is the world prepared for the European shock? 405 405 Is the world prepared for the European shock? full 697190f0-8b0e-47ce-b720-78c7fc35ce30 https://share.transistor.fm/s/dbc63243 The ECB wants to leave no doubt about rate hikes and inflation risks. Markets have no doubt the ECB is serious about those, and even less doubt it is wrong to be so. More data shows why, and what it 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.

]]> The ECB wants to leave no doubt about rate hikes and inflation risks. Markets have no doubt the ECB is serious about those, and even less doubt it is wrong to be so. More data shows why, and what it 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.

]]> Tue, 28 Feb 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1189 The ECB wants to leave no doubt about rate hikes and inflation risks. Markets have no doubt the ECB is serious about those, and even less doubt it is wrong to be so. More data shows why, and what it 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 What stocks are trying to tell us about. 404 404 What stocks are trying to tell us about. full 8ce927ce-dca4-4d89-a02a-4356bb423ccd https://share.transistor.fm/s/5f3c25cf Something big is happening in oil. A crucial physical commodity which actually does intersect with the real economy and it is totally blowing up the soft landing/no landing economy. Yet, the stock market is all over...rate hikes? Sorting signal from more-than-usual noise.

Eurodollar University's 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.

]]> Something big is happening in oil. A crucial physical commodity which actually does intersect with the real economy and it is totally blowing up the soft landing/no landing economy. Yet, the stock market is all over...rate hikes? Sorting signal from more-than-usual noise.

Eurodollar University's 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, 27 Feb 2023 15:37:21 -0500 Jeff Snider Jeff Snider 1318 Something big is happening in oil. A crucial physical commodity which actually does intersect with the real economy and it is totally blowing up the soft landing/no landing economy. Yet, the stock market is all over...rate hikes? Sorting signal from more-than-usual noise.

Eurodollar University's 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 It can't keep going like this. 403 403 It can't keep going like this. full c206d1b4-c167-43ce-af9e-76161c3bc37c https://share.transistor.fm/s/3084760c Incomes are the key to the whole thing. While many keep claiming the economy is staying way too hot, this big miss shows you why it never once was and right now recession not inflation needs to be your biggest concern.

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.

]]> Incomes are the key to the whole thing. While many keep claiming the economy is staying way too hot, this big miss shows you why it never once was and right now recession not inflation needs to be your biggest concern.

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, 26 Feb 2023 16:27:32 -0500 Jeff Snider Jeff Snider 1193 Incomes are the key to the whole thing. While many keep claiming the economy is staying way too hot, this big miss shows you why it never once was and right now recession not inflation needs to be your biggest concern.

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 is no one paying attention to this collapse? 402 402 Why is no one paying attention to this collapse? full d9acd711-d87b-4e76-b84b-9338e170b5de https://share.transistor.fm/s/0d08c12b Global markets and curves are epically upset about something. What is it? A number of nasty macro scenarios are together the most obvious answer, hardly the only one. Nothing makes markets hedge faster and harder than a combination of serious global recession, more dollar shortage, each leading to political instability in a certain part of the world. 

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.

]]> Global markets and curves are epically upset about something. What is it? A number of nasty macro scenarios are together the most obvious answer, hardly the only one. Nothing makes markets hedge faster and harder than a combination of serious global recession, more dollar shortage, each leading to political instability in a certain part of the world. 

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, 24 Feb 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1259 Global markets and curves are epically upset about something. What is it? A number of nasty macro scenarios are together the most obvious answer, hardly the only one. Nothing makes markets hedge faster and harder than a combination of serious global recession, more dollar shortage, each leading to political instability in a certain part of the world. 

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 Because of the same shocking mistake every time. 401 401 Because of the same shocking mistake every time. full f69fc0cd-c256-4e9f-8b81-34fcc3747298 https://share.transistor.fm/s/00fd99be Renewed Fed hawkishness along with resurgent macro optimism ("no landing") all of it based on payrolls, the unemployment rate, even retail sales. History conclusively shows this isn't just a mistake, it is a massive one. Markets obviously concur. 

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.

]]> Renewed Fed hawkishness along with resurgent macro optimism ("no landing") all of it based on payrolls, the unemployment rate, even retail sales. History conclusively shows this isn't just a mistake, it is a massive one. Markets obviously concur. 

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, 23 Feb 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1170 Renewed Fed hawkishness along with resurgent macro optimism ("no landing") all of it based on payrolls, the unemployment rate, even retail sales. History conclusively shows this isn't just a mistake, it is a massive one. Markets obviously concur. 

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 They're preparing for worse. 400 400 They're preparing for worse. full d040d788-3a76-4214-b8a2-b5936f8824a1 https://share.transistor.fm/s/e24f4589 Amidst renewed optimism, growing confidence the recession risks have all be surmounted, the one company who knows better and should be really booming is not. Walmart's earnings report was another warning which won't be heeded during this "no landing" phase of the cycle which picked up another one. 

Eurodollar University's Money & Macro Analysis

Walmart Releases Q4 and FY23 Earnings
https://corporate.walmart.com/newsroom/2023/02/21/walmart-releases-q4-and-fy23-earnings

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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.

]]> Amidst renewed optimism, growing confidence the recession risks have all be surmounted, the one company who knows better and should be really booming is not. Walmart's earnings report was another warning which won't be heeded during this "no landing" phase of the cycle which picked up another one. 

Eurodollar University's Money & Macro Analysis

Walmart Releases Q4 and FY23 Earnings
https://corporate.walmart.com/newsroom/2023/02/21/walmart-releases-q4-and-fy23-earnings

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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, 22 Feb 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1103 Amidst renewed optimism, growing confidence the recession risks have all be surmounted, the one company who knows better and should be really booming is not. Walmart's earnings report was another warning which won't be heeded during this "no landing" phase of the cycle which picked up another one. 

Eurodollar University's Money & Macro Analysis

Walmart Releases Q4 and FY23 Earnings
https://corporate.walmart.com/newsroom/2023/02/21/walmart-releases-q4-and-fy23-earnings

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 we're still stuck in it - at the worst possible time 399 399 And we're still stuck in it - at the worst possible time full b7114e06-3235-450d-9cca-f2c96697a5b4 https://share.transistor.fm/s/c5b8729e There was never a liquidity trap, just the lie about liquidity leaving us in 2023 facing the same destructive money trap. For ten years the Bank of Japan had done what Paul Krugman had urged from the late 90s, yet only a couple years into it even Krugman was left looking for a scapegoat. 

Eurodollar University's Money & Macro Analysis

Paul Krugman
Thinking about the liquidity trap http://web.mit.edu/krugman/www/trioshrt.html

Paul Krugman
Rethinking Japan
https://archive.nytimes.com/krugman.blogs.nytimes.com/2015/10/20/rethinking-japan/

Bank of Japan Announces Massive Stimulus Move
https://www.wsj.com/articles/bank-of-japan-announces-massive-stimulus-move-1414773082

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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.

]]> There was never a liquidity trap, just the lie about liquidity leaving us in 2023 facing the same destructive money trap. For ten years the Bank of Japan had done what Paul Krugman had urged from the late 90s, yet only a couple years into it even Krugman was left looking for a scapegoat. 

Eurodollar University's Money & Macro Analysis

Paul Krugman
Thinking about the liquidity trap http://web.mit.edu/krugman/www/trioshrt.html

Paul Krugman
Rethinking Japan
https://archive.nytimes.com/krugman.blogs.nytimes.com/2015/10/20/rethinking-japan/

Bank of Japan Announces Massive Stimulus Move
https://www.wsj.com/articles/bank-of-japan-announces-massive-stimulus-move-1414773082

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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, 21 Feb 2023 11:19:25 -0500 Jeff Snider Jeff Snider 1311 There was never a liquidity trap, just the lie about liquidity leaving us in 2023 facing the same destructive money trap. For ten years the Bank of Japan had done what Paul Krugman had urged from the late 90s, yet only a couple years into it even Krugman was left looking for a scapegoat. 

Eurodollar University's Money & Macro Analysis

Paul Krugman
Thinking about the liquidity trap http://web.mit.edu/krugman/www/trioshrt.html

Paul Krugman
Rethinking Japan
https://archive.nytimes.com/krugman.blogs.nytimes.com/2015/10/20/rethinking-japan/

Bank of Japan Announces Massive Stimulus Move
https://www.wsj.com/articles/bank-of-japan-announces-massive-stimulus-move-1414773082

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Yep, we're going to go there. We need to start taking the (many) comparisons seriously. 398 398 Yep, we're going to go there. We need to start taking the (many) comparisons seriously. full 72e2811d-193a-4a9d-96b3-28d6c9bcd179 https://share.transistor.fm/s/3a97c34c We always hesitate to use 2008 comparisons because history never repeats exactly. While there won't be another Lehman Brothers and no one is plagued by subprime mortgages, there are serious dollar woes along with a growing number of eerie economic similarities which do justify taking a look. 

Eurodollar University's Weekly Conversations, featuring 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.

]]> We always hesitate to use 2008 comparisons because history never repeats exactly. While there won't be another Lehman Brothers and no one is plagued by subprime mortgages, there are serious dollar woes along with a growing number of eerie economic similarities which do justify taking a look. 

Eurodollar University's Weekly Conversations, featuring 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, 20 Feb 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1281 We always hesitate to use 2008 comparisons because history never repeats exactly. While there won't be another Lehman Brothers and no one is plagued by subprime mortgages, there are serious dollar woes along with a growing number of eerie economic similarities which do justify taking a look. 

Eurodollar University's Weekly Conversations, featuring 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 Seriously. Legit crashing around the one place that's supposed to be lifting us out of danger. 397 397 Seriously. Legit crashing around the one place that's supposed to be lifting us out of danger. full 0fa8fe95-bcd7-461a-b8f2-cfc8870c0070 https://share.transistor.fm/s/fd3b7477 China reopening is said to be robust and inspiring, the stuff of soft landings even reignited "inflation." The evidence increasingly points instead to quite the opposite, including several key indications which unmistakably show China and global trade might be crashing if it hasn't already.

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 reopening is said to be robust and inspiring, the stuff of soft landings even reignited "inflation." The evidence increasingly points instead to quite the opposite, including several key indications which unmistakably show China and global trade might be crashing if it hasn't already.

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, 19 Feb 2023 17:45:40 -0500 Jeff Snider Jeff Snider 1248 China reopening is said to be robust and inspiring, the stuff of soft landings even reignited "inflation." The evidence increasingly points instead to quite the opposite, including several key indications which unmistakably show China and global trade might be crashing if it hasn't already.

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 temperature just got turned way up. 396 396 The temperature just got turned way up. full c37fd2f2-1ff5-4485-a347-241f66db29a7 https://share.transistor.fm/s/c5d7a890 What if the economy is the proverbial boiling frog? But rather than the temperature of the water in the pot increasing slowly all the time, it goes up and then just when the frog begins to notice, it falls back a little only to repeat the process several times before the boil. How would we know what the water temperature is and what it is really doing? We have tools. 

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.

]]> What if the economy is the proverbial boiling frog? But rather than the temperature of the water in the pot increasing slowly all the time, it goes up and then just when the frog begins to notice, it falls back a little only to repeat the process several times before the boil. How would we know what the water temperature is and what it is really doing? We have tools. 

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, 17 Feb 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1197 What if the economy is the proverbial boiling frog? But rather than the temperature of the water in the pot increasing slowly all the time, it goes up and then just when the frog begins to notice, it falls back a little only to repeat the process several times before the boil. How would we know what the water temperature is and what it is really doing? We have tools. 

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 shocking reason for rate hikes. 395 395 The shocking reason for rate hikes. full bf58eb7c-e005-44de-bcc6-d06331f06010 https://share.transistor.fm/s/dba8eaf1 The unemployment rate since June has fallen a few tenths more than the already low number it started with. Payrolls have added millions in those seven months. So how could the CPI have gone from nightmare inflationary to outright disinflationary at the same time? 

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.

]]> The unemployment rate since June has fallen a few tenths more than the already low number it started with. Payrolls have added millions in those seven months. So how could the CPI have gone from nightmare inflationary to outright disinflationary at the same time? 

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, 16 Feb 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1117 The unemployment rate since June has fallen a few tenths more than the already low number it started with. Payrolls have added millions in those seven months. So how could the CPI have gone from nightmare inflationary to outright disinflationary at the same time? 

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 Almost everyone missed it. 394 394 Almost everyone missed it. full 0d995527-79bc-4ed5-834a-a0d86d4cc276 https://share.transistor.fm/s/4e2d3b75 The fatal flaw is deeply embedded, even within the language we use to describe CPIs. We are wrongly led to believe consumer prices reflect the economy, when in truth those over the past few years have been set by a litany of non-economics. Before examining the US CPI for January '23, we discuss the one case which establishes beyond any doubt this error. 

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.

]]> The fatal flaw is deeply embedded, even within the language we use to describe CPIs. We are wrongly led to believe consumer prices reflect the economy, when in truth those over the past few years have been set by a litany of non-economics. Before examining the US CPI for January '23, we discuss the one case which establishes beyond any doubt this error. 

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, 15 Feb 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1205 The fatal flaw is deeply embedded, even within the language we use to describe CPIs. We are wrongly led to believe consumer prices reflect the economy, when in truth those over the past few years have been set by a litany of non-economics. Before examining the US CPI for January '23, we discuss the one case which establishes beyond any doubt this error. 

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 really can't afford for this to fail. 393 393 We really can't afford for this to fail. full b0925362-2f7b-40d8-9e78-c918a8e13764 https://share.transistor.fm/s/9249f04f China reopening, media rather than money blitz. Bank lending has been hyped though as usual the rest of the story - the important parts - get left out for the narrative. The reopening impulse just isn't there, and we can verify that it isn't just by doing the full money math. 

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 reopening, media rather than money blitz. Bank lending has been hyped though as usual the rest of the story - the important parts - get left out for the narrative. The reopening impulse just isn't there, and we can verify that it isn't just by doing the full money math. 

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, 14 Feb 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1259 China reopening, media rather than money blitz. Bank lending has been hyped though as usual the rest of the story - the important parts - get left out for the narrative. The reopening impulse just isn't there, and we can verify that it isn't just by doing the full money math. 

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 balloons and the dead dollar. 392 392 China's balloons and the dead dollar. full 920c62d0-8a7f-4cd2-ab80-e257632c526f https://share.transistor.fm/s/e7f07593 If the dollar has lost 97% of its value, then why had the world prospered so much during that time when it did? The answer provides tremendous insight into several fallacies about the global currency arrangement, even a window into current age of so much "sudden" and "unexpected" geopolitical balloon-based instability. 

Eurodollar University's Weekly Conversation, featuring Steve Van Metre

https://www.realclearmarkets.com/articles/2023/02/10/in_this_silent_depression_lets_destroy_the_dollar_all_over_again_880897.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.

]]> If the dollar has lost 97% of its value, then why had the world prospered so much during that time when it did? The answer provides tremendous insight into several fallacies about the global currency arrangement, even a window into current age of so much "sudden" and "unexpected" geopolitical balloon-based instability. 

Eurodollar University's Weekly Conversation, featuring Steve Van Metre

https://www.realclearmarkets.com/articles/2023/02/10/in_this_silent_depression_lets_destroy_the_dollar_all_over_again_880897.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, 13 Feb 2023 11:40:27 -0500 Jeff Snider Jeff Snider 1280 If the dollar has lost 97% of its value, then why had the world prospered so much during that time when it did? The answer provides tremendous insight into several fallacies about the global currency arrangement, even a window into current age of so much "sudden" and "unexpected" geopolitical balloon-based instability. 

Eurodollar University's Weekly Conversation, featuring Steve Van Metre

https://www.realclearmarkets.com/articles/2023/02/10/in_this_silent_depression_lets_destroy_the_dollar_all_over_again_880897.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 was supposed to be getting better but they keep coming. 391 391 It was supposed to be getting better but they keep coming. full 0f4299ca-c24c-4b4a-89c8-093bedbac179 https://share.transistor.fm/s/e94668fe Interest rate Thunderdome. What appears to be the short end versus the long end, or the longer-term rates against the Fed, the continued surge in layoffs once again shows it is actually the Fed vs. the Fed. Two Jays enter, one Jay leaves. And we know which one. 

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.

]]> Interest rate Thunderdome. What appears to be the short end versus the long end, or the longer-term rates against the Fed, the continued surge in layoffs once again shows it is actually the Fed vs. the Fed. Two Jays enter, one Jay leaves. And we know which one. 

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, 10 Feb 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1194 Interest rate Thunderdome. What appears to be the short end versus the long end, or the longer-term rates against the Fed, the continued surge in layoffs once again shows it is actually the Fed vs. the Fed. Two Jays enter, one Jay leaves. And we know which one. 

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 Gasoline causing problems again, but what kind? 390 390 Gasoline causing problems again, but what kind? full 74336a12-8bef-4e78-b21e-558fec6bfdb6 https://share.transistor.fm/s/a4605232 Resurgent gasoline prices have some thinking about "transitory disinflation." That the improvement in consumer price pressures won't last because of the same supply factors which drove those in the first place. Supply is the wrong focus, however, as a number of indications point instead to radically weakening demand. Not just for gasoline.

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.

]]> Resurgent gasoline prices have some thinking about "transitory disinflation." That the improvement in consumer price pressures won't last because of the same supply factors which drove those in the first place. Supply is the wrong focus, however, as a number of indications point instead to radically weakening demand. Not just for gasoline.

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, 09 Feb 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1077 Resurgent gasoline prices have some thinking about "transitory disinflation." That the improvement in consumer price pressures won't last because of the same supply factors which drove those in the first place. Supply is the wrong focus, however, as a number of indications point instead to radically weakening demand. Not just for gasoline.

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 Here comes the dreaded credit crunch. 389 389 Here comes the dreaded credit crunch. full 47b666a9-7bb7-4c4a-9556-ec79d5489522 https://share.transistor.fm/s/55c39037 Eurodollar University's Money & Macro Analysis

SLOOS
https://www.federalreserve.gov/data/sloos/sloos-202301.htm

April 2008 FOMC Transcript
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080430meeting.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's Money & Macro Analysis

SLOOS
https://www.federalreserve.gov/data/sloos/sloos-202301.htm

April 2008 FOMC Transcript
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080430meeting.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, 08 Feb 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1168 Lending standards are already being tightened in a way we don't see outside of serious recession. Loan officers are battening down the hatches preparing for the financial storm which wouldn't be coming if the economy was heading for a soft landing. As credit dries up, the job cuts get amped up. Lending standards are already being tightened in a way we don't see outside of serious recession. Loan officers are battening down the hatches preparing for the financial storm which wouldn't be coming if the economy was heading for a soft landing. As cre Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Markets right now are pricing the worst. 388 388 Markets right now are pricing the worst. full e08e542d-07f5-46fb-a25d-212f4a35c8bf https://share.transistor.fm/s/13fedfc3 Eurodollar University's Money & Macro Analysis

Stock & Watson; Has the Business Cycle Changed and Why?
https://www.nber.org/papers/w9127

Bernanke; The Great Moderation
https://www.federalreserve.gov/boarddocs/speeches/2004/20040220/

Bernanke; Reflections on the Yield Curve and Monetary Policy
https://www.federalreserve.gov/newsevents/speech/bernanke20060320a.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's Money & Macro Analysis

Stock & Watson; Has the Business Cycle Changed and Why?
https://www.nber.org/papers/w9127

Bernanke; The Great Moderation
https://www.federalreserve.gov/boarddocs/speeches/2004/20040220/

Bernanke; Reflections on the Yield Curve and Monetary Policy
https://www.federalreserve.gov/newsevents/speech/bernanke20060320a.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, 07 Feb 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1254 Even after Friday's "stellar" payrolls in the US, markets worldwide cling to extreme levels of inversion which means radical pessimism. But why? If there is a worst case set of scenarios, these are what they would be. It's not necessarily a crash, but what more likely what comes after. Even after Friday's "stellar" payrolls in the US, markets worldwide cling to extreme levels of inversion which means radical pessimism. But why? If there is a worst case set of scenarios, these are what they would be. It's not necessarily a crash, but wha Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Once you can see it clearly, it's already too late. 387 387 Once you can see it clearly, it's already too late. full efe11b16-75f6-4e05-abc7-36466d7ffa21 https://share.transistor.fm/s/7b5ac439 Eurodollar University's Money & Macro Conversation, with 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's Money & Macro Conversation, with 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, 06 Feb 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1214 Breaking down the different economic landing scenarios after the BLS threw us its best curveball. Did the payroll number change anything? Also, what Jay Powell and the FOMC might have thought about it. Breaking down the different economic landing scenarios after the BLS threw us its best curveball. Did the payroll number change anything? Also, what Jay Powell and the FOMC might have thought about it. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You won't believe what they just reported. 386 386 You won't believe what they just reported. full eac575d0-ed66-4fa5-8beb-d1bde3305699 https://share.transistor.fm/s/6c106be6 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.

]]> Sat, 04 Feb 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1210 Payroll data is supposed to give us a good idea of what's really going on in the labor market therefore the whole economy. Instead, the BLS estimates for January were shot through with revisions, adjustments, control factors, and recoding. In the end, we're left facing the same mess as before. Payroll data is supposed to give us a good idea of what's really going on in the labor market therefore the whole economy. Instead, the BLS estimates for January were shot through with revisions, adjustments, control factors, and recoding. In the end, we' Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No History is repeating. Again. And it can cost you big. 385 385 History is repeating. Again. And it can cost you big. full 6040b542-d1e0-4604-bec5-696b46d345f7 https://share.transistor.fm/s/d9ef6177 Eurodollar University's Money & Macro Analysis

Dow, S&P break records; CNN
https://money.cnn.com/2007/10/09/markets/markets_0500/

Fed explains the big rate cut; CNN
https://money.cnn.com/2007/10/09/news/economy/fed_minutes_analysis/index.htm?postversion=2007100914

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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

Dow, S&P break records; CNN
https://money.cnn.com/2007/10/09/markets/markets_0500/

Fed explains the big rate cut; CNN
https://money.cnn.com/2007/10/09/news/economy/fed_minutes_analysis/index.htm?postversion=2007100914

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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, 03 Feb 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1169 Equity markets cheered the Fed's position, major stock indices surging to record highs when policymakers confirmed they were open to rate cuts. The punchbowl, Goldilocks, the Greenspan put. Nah. The last hurrah before much harsher reality set in. There is no punchbowl and curves told everyone exposing the Fed's fraud. Equity markets cheered the Fed's position, major stock indices surging to record highs when policymakers confirmed they were open to rate cuts. The punchbowl, Goldilocks, the Greenspan put. Nah. The last hurrah before much harsher reality set in. There is Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This wasn't just expected, it has been practically inevitable. 384 384 This wasn't just expected, it has been practically inevitable. full 77648114-aafa-412e-8c7c-1b6bb3ed6575 https://share.transistor.fm/s/f011278e 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.

]]> Thu, 02 Feb 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1200 What *was* behind the Fed's aggressive hawkishness from just a couple weeks ago? A whole lot of bad assumptions. What *is* behind the Fed's sudden conversion? The inevitable consequences of those assumptions. Lessons from history for what's going on right now. What *was* behind the Fed's aggressive hawkishness from just a couple weeks ago? A whole lot of bad assumptions. What *is* behind the Fed's sudden conversion? The inevitable consequences of those assumptions. Lessons from history for what's going on right Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No You won't believe what is really behind the Fed's rate hikes & inflation rhetoric. 382 382 You won't believe what is really behind the Fed's rate hikes & inflation rhetoric. full 4bd32625-548b-45de-928e-0e0ede4502e3 https://share.transistor.fm/s/59670224 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, 31 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1247 The FOMC meets again tomorrow and Wednesday to discuss policymakers' views of economic conditions and risks. And they are all based on garbage. This garbage. The FOMC meets again tomorrow and Wednesday to discuss policymakers' views of economic conditions and risks. And they are all based on garbage. This garbage. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It's a really bad sign for everyone. Just don't call it unexpected. 381 381 It's a really bad sign for everyone. Just don't call it unexpected. full 4fde6136-8e06-4e77-b7da-c8d01ac853dc https://share.transistor.fm/s/35be8b26 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.

]]> Sat, 28 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1142 Intel's earnings and guidance were truly epic, for all the wrong reasons. Heed these big name warnings, which are only too consistent with market positions and increasingly economic data. They are all pointing us toward a near-term future which is likely to produce a lot of tears before it's over. Intel's earnings and guidance were truly epic, for all the wrong reasons. Heed these big name warnings, which are only too consistent with market positions and increasingly economic data. They are all pointing us toward a near-term future which is likely Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This is what always happens before falling through the floor. 380 380 This is what always happens before falling through the floor. full e5173583-0d7f-4b15-96a0-71be6ec8cd93 https://share.transistor.fm/s/37b9e025 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.

]]> Fri, 27 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1200 US GDP data was solidly - recessionary. There's no soft landing here; on the contrary it is following the established pattern. The economy isn't rebounding, it is highly unstable in the same way as what happened just prior to previous recessions. Looking into the report's details confirms the interpretation. US GDP data was solidly - recessionary. There's no soft landing here; on the contrary it is following the established pattern. The economy isn't rebounding, it is highly unstable in the same way as what happened just prior to previous recessions. Looking Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Time has run out and there's no escaping what's next. 379 379 Time has run out and there's no escaping what's next. full 25b3d8a1-4118-4465-a3d0-445c1ad4d24e https://share.transistor.fm/s/f6ce5f1f Eurodollar University's Money & Macro Analysis

Near Term Forward Spread Data
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
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's Money & Macro Analysis

Near Term Forward Spread Data
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
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, 26 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1194 Government officials and politicians, even stock market "analysts", these are the last people you want to depend on for useful macro analysis. What is dependable has been unmistakable if you haven't been distracted. The damage has already been done, and it's just a matter of time. Even Jay Powell's former self says so. Government officials and politicians, even stock market "analysts", these are the last people you want to depend on for useful macro analysis. What is dependable has been unmistakable if you haven't been distracted. The damage has already been done, and i Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Will gridlock in Washington spill over? 378 378 Will gridlock in Washington spill over? full 079aa571-3591-4105-be2c-3932a731b559 https://share.transistor.fm/s/5739bb2d Eurodollar University's Money & Macro Analysis

FOMC May 1997 Meeting Presentation Materials
https://www.federalreserve.gov/monetarypolicy/files/FOMC19970520material.pdf

Foreign Banking Organizations in the United States and the Price of Dollar Liquidity
https://libertystreeteconomics.newyorkfed.org/2023/01/foreign-banking-organizations-in-the-united-states-and-the-price-of-dollar-liquidity/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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

FOMC May 1997 Meeting Presentation Materials
https://www.federalreserve.gov/monetarypolicy/files/FOMC19970520material.pdf

Foreign Banking Organizations in the United States and the Price of Dollar Liquidity
https://libertystreeteconomics.newyorkfed.org/2023/01/foreign-banking-organizations-in-the-united-states-and-the-price-of-dollar-liquidity/

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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, 25 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1199 The Treasury's extraordinary measures to avoid breaching the debt ceiling includes winding down its TGA balance with the Fed. The unintended consequence is to raise the level of bank reserves at the same time the Fed is attempting to reduce them (QT). Will this end up restarting "inflation?" Unpacking TGA, QT, and QE with actual evidence, including the Fed's. The Treasury's extraordinary measures to avoid breaching the debt ceiling includes winding down its TGA balance with the Fed. The unintended consequence is to raise the level of bank reserves at the same time the Fed is attempting to reduce them (QT). Wil Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No No longer a question of "if" or even "when", instead "how long" and "how bad." 377 377 No longer a question of "if" or even "when", instead "how long" and "how bad." full d6d6ad30-c38a-4369-bd8a-c5b790093a2f https://share.transistor.fm/s/377266ad Eurodollar University's Money & Macro Analysis

https://newsroom.spotify.com/2023-01-23/an-update-on-january-2023-organizational-changes/

https://nypost.com/2023/01/23/google-workers-feel-100-disposable-as-layoffs-hit-top-performers/

https://www.cnbc.com/2023/01/18/amazon-job-cuts-read-the-memos.html

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
PocketCast: https://pca.st/encarkdt
SoundCloud: 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

https://newsroom.spotify.com/2023-01-23/an-update-on-january-2023-organizational-changes/

https://nypost.com/2023/01/23/google-workers-feel-100-disposable-as-layoffs-hit-top-performers/

https://www.cnbc.com/2023/01/18/amazon-job-cuts-read-the-memos.html

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
PocketCast: https://pca.st/encarkdt
SoundCloud: 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, 24 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1170 We have big and growing economy problem on our hands, one that is confirmed more every passing day by ominous, persistently negative developments. Yet, when you examine a specific class of data, you see none of this. That's because we have an information problem as much as a macro one. We have big and growing economy problem on our hands, one that is confirmed more every passing day by ominous, persistently negative developments. Yet, when you examine a specific class of data, you see none of this. That's because we have an information Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No They always get it wrong. This time is no different and here's the proof. 376 376 They always get it wrong. This time is no different and here's the proof. full 937b878e-a543-46e9-aa2a-d8b11b13615d https://share.transistor.fm/s/a17f1f32 Eurodollar University's Weekly, featuring 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's Weekly, featuring 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, 23 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1232 What if the world's most powerful institution is actually nearly powerless? If that was true, it wouldn't sound any different from what came out of the mouth of its most famous leader. The truth has been blocked out even though the proof has been right there out in the open this entire time. What if the world's most powerful institution is actually nearly powerless? If that was true, it wouldn't sound any different from what came out of the mouth of its most famous leader. The truth has been blocked out even though the proof has been right th Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No If it is, what does that even mean? 375 375 If it is, what does that even mean? full 63444989-59d0-41ef-99f2-ca4638886027 https://share.transistor.fm/s/37f8fd18 Eurodollar University's Money & Macro Analysis

They're All Symptoms of the Same Dollar Disease
https://www.realclearmarkets.com/articles/2019/07/19/theyre_all_symptoms_of_the_same_dollar_disease_103828.html

We've Been On a Digital Money Standard For at Least Half a Century
https://www.realclearmarkets.com/articles/2023/01/06/weve_been_on_a_digital_money_standard_for_at_least_half_a_century_874139.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's Money & Macro Analysis

They're All Symptoms of the Same Dollar Disease
https://www.realclearmarkets.com/articles/2019/07/19/theyre_all_symptoms_of_the_same_dollar_disease_103828.html

We've Been On a Digital Money Standard For at Least Half a Century
https://www.realclearmarkets.com/articles/2023/01/06/weve_been_on_a_digital_money_standard_for_at_least_half_a_century_874139.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.

]]> Sat, 21 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1116 Again the petroyuan. There isn't a day goes by when someone isn't shouting about the dollar's imminent demise and most often they say it has to do with China and oil. The world's current reserve currency system may be reaching the end of its useful life, but I assure you it has absolutely nothing to do with either of those. In fact, the only reason the thing has stuck around is because of what a real reserve currency is and what is has to do. Again the petroyuan. There isn't a day goes by when someone isn't shouting about the dollar's imminent demise and most often they say it has to do with China and oil. The world's current reserve currency system may be reaching the end of its useful life, Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No When feces and fan blades come into contact, it's going to get real messy. 374 374 When feces and fan blades come into contact, it's going to get real messy. full 1fe07eb4-4a8c-46df-a4e4-e5df663a65b1 https://share.transistor.fm/s/259c10ac 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.

]]> Thu, 19 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1158 The US may already be in recession. Truly ugly data across-the-board confirm the end of "inflation" for all the wrong (bad) reasons. But why wasn't the public told ahead of time? Markets had priced exactly what we are now seeing, yet officials dismissed those warnings because they don't really know what they are doing. The US may already be in recession. Truly ugly data across-the-board confirm the end of "inflation" for all the wrong (bad) reasons. But why wasn't the public told ahead of time? Markets had priced exactly what we are now seeing, yet officials dismissed t Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No A shocking curve development points to a much more dangerous road. 373 373 A shocking curve development points to a much more dangerous road. full bb6b4efe-2128-477c-9d17-5c2613a8ea28 https://share.transistor.fm/s/950c12c0 Eurodollar University's Money & Macro Analysis

]]> Eurodollar University's Money & Macro Analysis

]]> Wed, 18 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1189 China's Q4 and December 2022 macro data is in and it made a lot of people giddy with excitement. Even though the numbers were awful, they weren't as awful as feared. Is this a sign the Chinese economic giant is awakening in the nick of time to save us all from bad recession? A huge development in one global curve provides an answer. China's Q4 and December 2022 macro data is in and it made a lot of people giddy with excitement. Even though the numbers were awful, they weren't as awful as feared. Is this a sign the Chinese economic giant is awakening in the nick of time to save us all Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Part 2: They say they can save us. They can't. 372 372 Part 2: They say they can save us. They can't. full 2ecfcee7-fb97-43e9-b819-b0340066ba87 https://share.transistor.fm/s/6d818962 Eurodollar University's Money & Macro Analysis

Fed Chairman Powell Press Conference November 2, 2022
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20221102.pdf

Forbes: Fed Chair Jerome Powell—Haunted By The Ghost Of Paul Volcker—Could Tank The Economy
https://www.forbes.com/sites/jonathanponciano/2022/11/02/fed-chair-jerome-powell-haunted-by-the-ghost-of-paul-volcker-could-tank-the-economy/?sh=497894d04e14

Liberty Street Economics: Did the Fed’s Term Auction Facility Work?
https://libertystreeteconomics.newyorkfed.org/2011/10/did-the-feds-term-auction-facility-work/

Swanson: Measuring the effects of federal reserve forward guidance and asset purchases on financial markets
https://www.socsci.uci.edu/~swanson2/papers/facts3.pdf

BIS WP 966 The Treasury market in spring 2020 and the response of the Federal Reserve
https://www.bis.org/publ/work966.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's Money & Macro Analysis

Fed Chairman Powell Press Conference November 2, 2022
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20221102.pdf

Forbes: Fed Chair Jerome Powell—Haunted By The Ghost Of Paul Volcker—Could Tank The Economy
https://www.forbes.com/sites/jonathanponciano/2022/11/02/fed-chair-jerome-powell-haunted-by-the-ghost-of-paul-volcker-could-tank-the-economy/?sh=497894d04e14

Liberty Street Economics: Did the Fed’s Term Auction Facility Work?
https://libertystreeteconomics.newyorkfed.org/2011/10/did-the-feds-term-auction-facility-work/

Swanson: Measuring the effects of federal reserve forward guidance and asset purchases on financial markets
https://www.socsci.uci.edu/~swanson2/papers/facts3.pdf

BIS WP 966 The Treasury market in spring 2020 and the response of the Federal Reserve
https://www.bis.org/publ/work966.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, 17 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 776 Even the usually compliant members of the financial media can sense what's coming. While officials at the Fed remain focused on CPIs, the storm of recession and worse is now visible looming in the background. The Fed says don't worry, it has the tools to save us should it become necessary. It will and they can't. Part 2 of 2 about why. Even the usually compliant members of the financial media can sense what's coming. While officials at the Fed remain focused on CPIs, the storm of recession and worse is now visible looming in the background. The Fed says don't worry, it has the tools to Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Part 1: Jay says he can save us. He can't. 371 371 Part 1: Jay says he can save us. He can't. full d344843d-1be4-4529-9929-2a8e423fd6ba https://share.transistor.fm/s/641a7b96 Eurodollar University's Money & Macro Analysis

Fed Chairman Powell Press Conference November 2, 2022
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20221102.pdf

Forbes: Fed Chair Jerome Powell—Haunted By The Ghost Of Paul Volcker—Could Tank The Economy
https://www.forbes.com/sites/jonathanponciano/2022/11/02/fed-chair-jerome-powell-haunted-by-the-ghost-of-paul-volcker-could-tank-the-economy/?sh=497894d04e14

Liberty Street Economics: Did the Fed’s Term Auction Facility Work?
https://libertystreeteconomics.newyorkfed.org/2011/10/did-the-feds-term-auction-facility-work/

Swanson: Measuring the effects of federal reserve forward guidance and asset purchases on financial markets
https://www.socsci.uci.edu/~swanson2/papers/facts3.pdf

BIS WP 966 The Treasury market in spring 2020 and the response of the Federal Reserve
https://www.bis.org/publ/work966.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's Money & Macro Analysis

Fed Chairman Powell Press Conference November 2, 2022
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20221102.pdf

Forbes: Fed Chair Jerome Powell—Haunted By The Ghost Of Paul Volcker—Could Tank The Economy
https://www.forbes.com/sites/jonathanponciano/2022/11/02/fed-chair-jerome-powell-haunted-by-the-ghost-of-paul-volcker-could-tank-the-economy/?sh=497894d04e14

Liberty Street Economics: Did the Fed’s Term Auction Facility Work?
https://libertystreeteconomics.newyorkfed.org/2011/10/did-the-feds-term-auction-facility-work/

Swanson: Measuring the effects of federal reserve forward guidance and asset purchases on financial markets
https://www.socsci.uci.edu/~swanson2/papers/facts3.pdf

BIS WP 966 The Treasury market in spring 2020 and the response of the Federal Reserve
https://www.bis.org/publ/work966.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, 17 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 853 Even the usually compliant members of the financial media can sense what's coming. While officials at the Fed remain focused on CPIs, the storm of recession and worse is now visible looming in the background. The Fed says don't worry, it has the tools to save us should it become necessary. It will and they can't. Part 1 of 2 about why. Even the usually compliant members of the financial media can sense what's coming. While officials at the Fed remain focused on CPIs, the storm of recession and worse is now visible looming in the background. The Fed says don't worry, it has the tools to Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No They are powerless to do anything now. 370 370 They are powerless to do anything now. full bd97f3b7-ce15-4fee-bc1a-3b5ca013a196 https://share.transistor.fm/s/f89f5187 Eurodollar University's Weekly Recap, featuring Steven 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's Weekly Recap, featuring Steven 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, 16 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1175 US CPI took center stage, but it was just one piece of data among a whole bunch all showing the same thing: the very downside to the supply shock predicted and forecast by real markets in real-time all this time. With an end now increasingly in sight, what are the real chances for each kind of "landing"? US CPI took center stage, but it was just one piece of data among a whole bunch all showing the same thing: the very downside to the supply shock predicted and forecast by real markets in real-time all this time. With an end now increasingly in sight, wha Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Markets are prepared for the worst. You need to know why. 369 369 Markets are prepared for the worst. You need to know why. full 1414389d-e272-4206-b771-a613c13a1518 https://share.transistor.fm/s/a31e3dd9 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.

]]> Sat, 14 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1187 nversions are relatively simple once you're freed from the Fed's cult. Policymakers want to hike rates for reasons market participants believe are all wrong. The more inverted, the more strongly the belief. With inflation #s coming down, we have to ask why and how those fit into what we've observed into markets. Recent data offers more compelling evidence. nversions are relatively simple once you're freed from the Fed's cult. Policymakers want to hike rates for reasons market participants believe are all wrong. The more inverted, the more strongly the belief. With inflation #s coming down, we have to ask wh Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Biggest CPI ever didn't disappoint. 368 368 Biggest CPI ever didn't disappoint. full c63a0da4-7062-4c9d-9ada-5ccd51bd77d2 https://share.transistor.fm/s/47bb1ad4 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.

]]> Fri, 13 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1105 The most consequential and important CPI of our lifetimes (so it was said) did not disappoint. There was a lot in it even if what the data showed points to the opposite of "red hot." If it keeps going like this, and markets are pricing that it almost has to at this point, get rid of the "in" and ready for the "de". The most consequential and important CPI of our lifetimes (so it was said) did not disappoint. There was a lot in it even if what the data showed points to the opposite of "red hot." If it keeps going like this, and markets are pricing that it almost has Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No When even the optimisms throw in the towel on the global economy... 367 367 When even the optimisms throw in the towel on the global economy... full 85710f5e-4561-4390-ab7f-13bbdc90157e https://share.transistor.fm/s/67355fe8 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.

]]> Wed, 11 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1128 The World Bank has caught wind of the substantial deterioration over the last half of 2022. It has been widespread and sustained enough for its econometric models to put too many places around the planet on the "razor's edge of recession." And these are the optimists with what is still their most optimistic take. That's how you know there's big trouble already. The World Bank has caught wind of the substantial deterioration over the last half of 2022. It has been widespread and sustained enough for its econometric models to put too many places around the planet on the "razor's edge of recession." And these are t Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No There was no escaping. 366 366 There was no escaping. full 8977e9a5-3a91-4180-811d-bdd838c963a7 https://share.transistor.fm/s/9b4551c4 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, 10 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1170 The very first warning wasn't eurodollar futures inversion back in December '21. In fact, it wasn't even the first inversion. This other one had been and from the very start it had told you how this all was going to play out. Yet, hardly anyone noticed or could interpret its valuable signal. That's because hardly anyone understands inflation. Especially the Fed. The very first warning wasn't eurodollar futures inversion back in December '21. In fact, it wasn't even the first inversion. This other one had been and from the very start it had told you how this all was going to play out. Yet, hardly anyone noticed or Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What the trigger for equities will be. It's not really about the Fed. 365 365 What the trigger for equities will be. It's not really about the Fed. full eb4a759c-dd24-4da2-b71b-5172a80af6b5 https://share.transistor.fm/s/d8e6f814 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.

]]> Mon, 09 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1194 The 'soft landing' is on the table at NYSE. December payroll data kept the hope alive. But is it really? Growing weight of evidence - not to mention totally different interpretation of same across many other markets - strongly implies it isn't. We discuss how or maybe when share prices realize the difference. The 'soft landing' is on the table at NYSE. December payroll data kept the hope alive. But is it really? Growing weight of evidence - not to mention totally different interpretation of same across many other markets - strongly implies it isn't. We discuss Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We've been warned about this for a long time coming. 364 364 We've been warned about this for a long time coming. full dd76abe9-3dbe-4743-8563-9ab5b90e6de4 https://share.transistor.fm/s/1d8c4e6d 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.

]]> Sat, 07 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1173 Major plunges in major accounts. Curve inversions and the shifts in them had warned that the economy began to really stumble around June or July, then took a turn for the even worse October then November. Recent data confirms this is what has actually happened. Including payrolls, too. Major plunges in major accounts. Curve inversions and the shifts in them had warned that the economy began to really stumble around June or July, then took a turn for the even worse October then November. Recent data confirms this is what has actually hap Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Collateral. Collateral. Collateral. Confirmed...by the Fed. 363 363 Collateral. Collateral. Collateral. Confirmed...by the Fed. full f041ca99-8cba-48be-9c61-e4b33377055a https://share.transistor.fm/s/1ce5f687 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.

]]> Fri, 06 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1165 After some initial though needed background, we'll dive into what you need to know about the world's real monetary engine. No, not the Fed though the Fed once played a role in the beginning. Instead, various parts of repo tell us what's important, including triparty repo. What that is and why data from it shows collateral really is messed up, that's what we'll discuss today. After some initial though needed background, we'll dive into what you need to know about the world's real monetary engine. No, not the Fed though the Fed once played a role in the beginning. Instead, various parts of repo tell us what's important, includi Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This is another big one. Repeated mistakes have already ended the Fed hawks. 362 362 This is another big one. Repeated mistakes have already ended the Fed hawks. full 659265df-f0a7-4dba-acae-2a774a9cb122 https://share.transistor.fm/s/b617488d 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.

]]> Thu, 05 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1122 The Federal Reserve continues to its hawkish display - just like it had in 2018. And just like back then, all the evidence keeps piling up that they're completely wrong. Another big one today to go with several crucial pieces over the last several days show why markets aren't even paying attention to these dead-hawks-flying. The Federal Reserve continues to its hawkish display - just like it had in 2018. And just like back then, all the evidence keeps piling up that they're completely wrong. Another big one today to go with several crucial pieces over the last several days sh Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No And with it, global inversions roar back. 361 361 And with it, global inversions roar back. full 945d1ea3-9db4-4f31-a953-866ab27587c0 https://share.transistor.fm/s/5eeda497 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.

]]> Wed, 04 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1138 Was the lessened pessimism of the second half of December an illusion? For the first full trading day of 2023, it sure seemed like it. Pummeled by China's awful numbers, LT bonds worldwide were bid. Then came another major CPI down big, and so, too, were rates. Inversions are back big. Was the lessened pessimism of the second half of December an illusion? For the first full trading day of 2023, it sure seemed like it. Pummeled by China's awful numbers, LT bonds worldwide were bid. Then came another major CPI down big, and so, too, were Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The real story behind China's ditch of Zero-COVID begins w/its dead tiger. 360 360 The real story behind China's ditch of Zero-COVID begins w/its dead tiger. full 69ec3b44-2c33-43c0-a72a-9cde30b64dd0 https://share.transistor.fm/s/b67106f5 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, 03 Jan 2023 07:00:00 -0500 Jeff Snider Jeff Snider 1187 Chinese officials have changed course about the pandemic. Why? Rather than recent protests, there is almost certainly another reason even bigger than COVID. The U-turn coincides with a deeper mystery - of sorts - as to China's biggest foe. And that's not the United States. Chinese officials have changed course about the pandemic. Why? Rather than recent protests, there is almost certainly another reason even bigger than COVID. The U-turn coincides with a deeper mystery - of sorts - as to China's biggest foe. And that's not Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Five major themes of '22. How they started, how they're going for '23. 359 359 Five major themes of '22. How they started, how they're going for '23. full 8fb7c3bd-d0c0-4b3f-8d5e-0582fa758b2b https://share.transistor.fm/s/7ff65890 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.

]]> Sat, 31 Dec 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1271 What a difference a year makes. This one began with so much promise: a red-hot economy, they said, boosted and guided by the best printed money can buy. And my how many bought into it. Even those warning about "secular inflation" like the 1970s. Instead, 2022 ends very differently from how it appeared at the start. A year in review from this year's five "ins". What a difference a year makes. This one began with so much promise: a red-hot economy, they said, boosted and guided by the best printed money can buy. And my how many bought into it. Even those warning about "secular inflation" like the 1970s. Instead, Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Yes, another trillion. And this govt stopped reporting on it. 358 358 Yes, another trillion. And this govt stopped reporting on it. full 81178f85-d56b-46e0-9658-968ae2a4235a https://share.transistor.fm/s/49d860ac 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.

]]> Fri, 30 Dec 2022 11:06:58 -0500 Jeff Snider Jeff Snider 1105 For reasons that are unclear, China's central bank has not yet updated its balance sheet estimates for the month of November 2022 even though it's already almost January 2023. What goes on that balance sheet would be what's missing. And what's missing is up now close to a trillion dollars. That's an idea for how massive the global dollar funding gap, or dollar shortage, is to end this volatile year. Happy 2023? For reasons that are unclear, China's central bank has not yet updated its balance sheet estimates for the month of November 2022 even though it's already almost January 2023. What goes on that balance sheet would be what's missing. And what's missing is Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Fed's fed funds target isn't about funds, it's about the Fed and it shouldn't be. 357 357 The Fed's fed funds target isn't about funds, it's about the Fed and it shouldn't be. full 64c3a335-8f40-4fbf-8742-fb8fd5270653 https://share.transistor.fm/s/271d771f 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.

]]> Thu, 29 Dec 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1441 Why does the Federal Reserve still use the federal funds rate as its main policy lever? The answer is control. Not over money itself, rather realizing this policymakers seek instead control over how everyone else thinks about money, finance, and the economy. Listen closely to what's actually being said. Why does the Federal Reserve still use the federal funds rate as its main policy lever? The answer is control. Not over money itself, rather realizing this policymakers seek instead control over how everyone else thinks about money, finance, and the econo Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Market warnings about November have proven accurate. Again. 356 356 Market warnings about November have proven accurate. Again. full 59728a53-2fae-46be-982b-c6528de57e5d https://share.transistor.fm/s/acb7bb9f Eurodollar University's Money & Macro Analysis

WSJ: Chip Inventories Swell as Consumers Buy Fewer Gadgets
https://www.wsj.com/articles/chip-inventories-swell-as-consumers-buy-fewer-gadgets-11672092605?mod=hp_lead_pos1

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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

WSJ: Chip Inventories Swell as Consumers Buy Fewer Gadgets
https://www.wsj.com/articles/chip-inventories-swell-as-consumers-buy-fewer-gadgets-11672092605?mod=hp_lead_pos1

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Dec 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1011 The inventory cycle is now really starting to drive home. Market curves had warned in real time that economic deterioration stepped up in November, now the hard data comes behind to validate the moves. Imports crashed, retail inventories slid for third straight month. Both not seen since either pandemic 2020 or late '08/early '09. The inventory cycle is now really starting to drive home. Market curves had warned in real time that economic deterioration stepped up in November, now the hard data comes behind to validate the moves. Imports crashed, retail inventories slid for third st Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Dramatic change in consumer price behavior undermines GDP bounce. 355 355 Dramatic change in consumer price behavior undermines GDP bounce. full c4485e21-b47b-49fa-8b21-7e82e902d8af https://share.transistor.fm/s/5c6e15e2 Eurodollar University's Weekly Recap, featuring 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's Weekly Recap, featuring 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.

]]> Tue, 27 Dec 2022 11:00:31 -0500 Jeff Snider Jeff Snider 1195 GDP rebounded more sharply than previously estimated by the government, yet the same publication also showed a material slowdown in consumer prices. Which is it: boom or bust? Reconciling what otherwise seems to be conflicts in key data. GDP rebounded more sharply than previously estimated by the government, yet the same publication also showed a material slowdown in consumer prices. Which is it: boom or bust? Reconciling what otherwise seems to be conflicts in key data. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No So much can be called insane right now. This is - by far - the most. 354 354 So much can be called insane right now. This is - by far - the most. full 12c594db-2f77-4f4c-a7e4-b28aa6954ec3 https://share.transistor.fm/s/210cb185 Eurodollar University's Money & Macro Analysis

Quantitative Easing: How Well Does This Tool Work?https://www.stlouisfed.org/publications/regional-economist/third-quarter-2017/quantitative-easing-how-well-does-this-tool-work

More QEs, More Liquidity, and More Economic Downturn
https://www.realclearmarkets.com/articles/2019/12/13/more_qes_more_liquidity_and_more_economic_downturn_104005.html

Since When Does the Fed Funds Rate Have Anything To Do With Anything?
https://www.realclearmarkets.com/articles/2022/07/15/since_when_does_the_fed_funds_rate_have_anything_to_do_with_anything_842643.html

A Nonsensical Jumble of Misused Words Requires Discussion
https://www.realclearmarkets.com/articles/2020/12/11/a_nonsensical_jumble_of_misused_words_requires_discussion_652824.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's Money & Macro Analysis

Quantitative Easing: How Well Does This Tool Work?https://www.stlouisfed.org/publications/regional-economist/third-quarter-2017/quantitative-easing-how-well-does-this-tool-work

More QEs, More Liquidity, and More Economic Downturn
https://www.realclearmarkets.com/articles/2019/12/13/more_qes_more_liquidity_and_more_economic_downturn_104005.html

Since When Does the Fed Funds Rate Have Anything To Do With Anything?
https://www.realclearmarkets.com/articles/2022/07/15/since_when_does_the_fed_funds_rate_have_anything_to_do_with_anything_842643.html

A Nonsensical Jumble of Misused Words Requires Discussion
https://www.realclearmarkets.com/articles/2020/12/11/a_nonsensical_jumble_of_misused_words_requires_discussion_652824.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.

]]> Sat, 24 Dec 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1251 I had to double check and make sure it wasn't a typo. Demand for bills is now literally (OK, figuratively) insane. But why? Supply issues are back and that's part of it, but more than anything it is how the multi-trillion collateral system really works - or in this case doesn't. Multipliers, reuse rates, and the rabbit hole of securities lending. I had to double check and make sure it wasn't a typo. Demand for bills is now literally (OK, figuratively) insane. But why? Supply issues are back and that's part of it, but more than anything it is how the multi-trillion collateral system really works - Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Here comes the deflation. CPIs are out. 353 353 Here comes the deflation. CPIs are out. full 781651b0-78e8-4f6f-8158-d9ba17d5c67b https://share.transistor.fm/s/b6361982 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.

]]> Thu, 22 Dec 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1233 All along, markets told you it was never inflation therefore it was always going to be transitory. As curves shifted toward their current extremes, confidence in that interpretation and outcome also grew extreme. Now more and more data lines up with all of it, and against the Fed. Surveys, inflation expectations, CPIs and PPIs. All of it declaring with great certainty "inflation" is over. All along, markets told you it was never inflation therefore it was always going to be transitory. As curves shifted toward their current extremes, confidence in that interpretation and outcome also grew extreme. Now more and more data lines up with all o Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Bank of Japan 'stunned' the markets w/major shakeup to YCC. What it all means. 352 352 Bank of Japan 'stunned' the markets w/major shakeup to YCC. What it all means. full d88a3f1b-5448-4fce-be1b-8a3233bf8c38 https://share.transistor.fm/s/9a96d32a 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.

]]> Wed, 21 Dec 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1221 Let the clown-show roll on. Bank of Japan votes to widen the trading band for yield curve "control" over the JGB 10s. I'll go through what YCC is, where it came from, what's going on with it now, most importantly what it means for all of us unsure about 2022 heading into 2023. Let the clown-show roll on. Bank of Japan votes to widen the trading band for yield curve "control" over the JGB 10s. I'll go through what YCC is, where it came from, what's going on with it now, most importantly what it means for all of us unsure about 2 Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No There is no cavalry ready to come riding to our rescue (it was called off in 2016). 351 351 There is no cavalry ready to come riding to our rescue (it was called off in 2016). full 2171a82f-8621-41d2-8337-dce802641c0f https://share.transistor.fm/s/accc5eb7 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, 20 Dec 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1226 Every time the Chinese government says or does something, Western "experts" and observers get that thrill again China is about to re-enter their preferred Keynesian mode. They don't realize - or want to - that Economics textbook has been thrown out of the country, or by who. The who was probably He, and that means the cavalry of "stimulus" won't be arriving just in the nick of global recession time. Every time the Chinese government says or does something, Western "experts" and observers get that thrill again China is about to re-enter their preferred Keynesian mode. They don't realize - or want to - that Economics textbook has been thrown out of the Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Shocking reason why widespread layoffs are coming (catching Fed by surprise). 350 350 Shocking reason why widespread layoffs are coming (catching Fed by surprise). full 107aa398-4f01-47d7-9f66-7adaefde2a4a https://share.transistor.fm/s/eee098a4 Eurodollar University's Weekly Recap, featuring 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's Weekly Recap, featuring 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, 19 Dec 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1223 Federal Reserve policymakers turned ultra-hawkish last week, along with their counterparts around the world. And markets completely ignored this, rates *falling* not rising. Why? There are major, shocking (for some) layoffs ahead as the economy has already deteriorated. Federal Reserve policymakers turned ultra-hawkish last week, along with their counterparts around the world. And markets completely ignored this, rates *falling* not rising. Why? There are major, shocking (for some) layoffs ahead as the economy has alread Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The crash does not come without warnings, if you know where to look for them. 349 349 The crash does not come without warnings, if you know where to look for them. full 67e6841a-3f69-4af5-8ad8-d76768d1d3ae https://share.transistor.fm/s/372069f1 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.

]]> Sat, 17 Dec 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1200 Economic crashes appear to strike without warning. That's only the case when you follow central banks and Economists who time and time again refuse to consider an entire array of dependable, useful, and most of all timely warnings. While having such knowledge won't alter the economy's course, we can (and should) be prepared for what happens. It is never "unexpected", so get out of the car driven by blind officials. Economic crashes appear to strike without warning. That's only the case when you follow central banks and Economists who time and time again refuse to consider an entire array of dependable, useful, and most of all timely warnings. While having such knowl Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Market chaos as major players call the biggest bluff. 348 348 Market chaos as major players call the biggest bluff. full 83bf6c5f-f34a-4d1d-82cf-1c5140466b4e https://share.transistor.fm/s/9f9cd070 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.

]]> Thu, 15 Dec 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1068 The FOMC met today and hiked rates. More than that, they set course for more to come and policymakers holding those up for a longer period. And the markets completely, totally, utterly rejected the "almighty" Fed. This is why. The FOMC met today and hiked rates. More than that, they set course for more to come and policymakers holding those up for a longer period. And the markets completely, totally, utterly rejected the "almighty" Fed. This is why. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We *really* need to burn it down and start again from scratch. 347 347 We *really* need to burn it down and start again from scratch. full e11b1386-f144-4446-965f-690aa9d8b7fe https://share.transistor.fm/s/1926fd65 Wed, 14 Dec 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1362 The November CPI report has been characterized as a shock when it was anything but. Markets have told you, me, everyone this was always going to happen. What is standing in the world's way from realizing this - and so much more - is Economics, the kind practiced by professional jackasses. Unnecessary confusion, untold destruction. The November CPI report has been characterized as a shock when it was anything but. Markets have told you, me, everyone this was always going to happen. What is standing in the world's way from realizing this - and so much more - is Economics, the kind pr Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Overseas dollar providers are *not* providing dollars...to Americans. 346 346 Overseas dollar providers are *not* providing dollars...to Americans. full d7ededb2-4f6d-429d-9392-a712e797c3e7 https://share.transistor.fm/s/17ebd69b Eurodollar University's Money & Macro Analysis

https://www.wsj.com/articles/a-new-financial-threat-emerges-foreign-exchange-swaps-debt-bank-for-international-settlements-11670429317?st=z7z9qi7hblgucs9&reflink=article_email_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
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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

https://www.wsj.com/articles/a-new-financial-threat-emerges-foreign-exchange-swaps-debt-bank-for-international-settlements-11670429317?st=z7z9qi7hblgucs9&reflink=article_email_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
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Dec 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1393 Context is huge. That goes for the $80 trillion in forex swaps as well as the several trillion which just "disappeared" from the Federal Reserve's Z1 data during Q3. Where ROW should be providing US$s to Americans, instead consistent with what we've seen of markets (you know, volatility), more evidence for heavy dollar shortages thus heavier curve inversions. Context is huge. That goes for the $80 trillion in forex swaps as well as the several trillion which just "disappeared" from the Federal Reserve's Z1 data during Q3. Where ROW should be providing US$s to Americans, instead consistent with what we've seen Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This one might seal the fate of the FOMC's rate hikes. 345 345 This one might seal the fate of the FOMC's rate hikes. full a904e702-82b8-44a8-bc82-164d00599afc https://share.transistor.fm/s/fad39e3b Eurodollar University's Weekly Recap, featuring 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's Weekly Recap, featuring 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, 12 Dec 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1121 Did the modest acceleration in US producer prices during November jinx the CPI? The latter comes out this week just when the Fed meets to discuss rate hikes. But while the American PPI got most of the attention, another crucial set of producers prices from elsewhere is far more likely to mean the end of those. Did the modest acceleration in US producer prices during November jinx the CPI? The latter comes out this week just when the Fed meets to discuss rate hikes. But while the American PPI got most of the attention, another crucial set of producers prices fro Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Banks aren't what you think they are which has become a huge, huge problem. 344 344 Banks aren't what you think they are which has become a huge, huge problem. full 5ddd83e0-913f-4df5-9de4-42cbc4171930 https://share.transistor.fm/s/a719b3fa Eurodollar University's Money & Macro Analysis

Jamie Dimon on CNBC:
https://www.youtube.com/watch?v=TIJbTsYbHME

FRB Atlanta The Evolution of the Check as a Means of Payment: A Historical Survey
https://www.atlantafed.org/-/media/documents/research/publications/economic-review/2008/vol93no4_quinn_roberds.pdf

Federal Reserve Payments Study (2019)
https://www.federalreserve.gov/newsevents/pressreleases/files/2019-payments-study-20191219.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's Money & Macro Analysis

Jamie Dimon on CNBC:
https://www.youtube.com/watch?v=TIJbTsYbHME

FRB Atlanta The Evolution of the Check as a Means of Payment: A Historical Survey
https://www.atlantafed.org/-/media/documents/research/publications/economic-review/2008/vol93no4_quinn_roberds.pdf

Federal Reserve Payments Study (2019)
https://www.federalreserve.gov/newsevents/pressreleases/files/2019-payments-study-20191219.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.

]]> Sat, 10 Dec 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1354 The world and the US$ in particular has operated on a virtual currency basis for decades. Without realizing it, most people have participated in this radical shift in money therefore banking. If currency is virtual, then what is it that banks actually do? Most people don't know or don't realize what banks really are and the world-altering consequences of this. The world and the US$ in particular has operated on a virtual currency basis for decades. Without realizing it, most people have participated in this radical shift in money therefore banking. If currency is virtual, then what is it that banks actually do? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No There is no mistaking these signals; that's the bad news. 343 343 There is no mistaking these signals; that's the bad news. full 572012fb-27dd-4c2d-b12d-89f82fad41ab https://share.transistor.fm/s/fdda6c40 Eurodollar University's Money & Macro Analysis

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

https://www.cnbc.com/2022/12/04/manufacturing-orders-from-china-down-40percent-in-demand-collapse.html

https://www.scmp.com/economy/china-economy/article/3202417/taiwans-exports-fall-fastest-pace-7-years-growth-forecasts-weaken-2023

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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

https://www.cnbc.com/2022/12/04/manufacturing-orders-from-china-down-40percent-in-demand-collapse.html

https://www.scmp.com/economy/china-economy/article/3202417/taiwans-exports-fall-fastest-pace-7-years-growth-forecasts-weaken-2023

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Dec 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1245 You really, *really* need to understand what market curves are telling you - and why. To get the best sense, let's go through the fundamentals, make what might seem a startling comparison, and then see if all that matches what we're just now seeing come up in the data. You really, *really* need to understand what market curves are telling you - and why. To get the best sense, let's go through the fundamentals, make what might seem a startling comparison, and then see if all that matches what we're just now seeing come u Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Officials admit this was a huge part of 2008, 2020, maybe the next one, too. 342 342 Officials admit this was a huge part of 2008, 2020, maybe the next one, too. full d9db3f67-05e9-44c5-8f7a-6103e86ea641 https://share.transistor.fm/s/1139e025 Eurodollar University's Money & Macro Analysis

Dollar debt in FX swaps and forwards: huge, missing and growing
https://www.bis.org/publ/qtrpdf/r_qt2212h.htm

Innovation in the International Financial Markets
https://www.researchgate.net/publication/5222242_Innovation_in_the_International_Financial_Markets

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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

Dollar debt in FX swaps and forwards: huge, missing and growing
https://www.bis.org/publ/qtrpdf/r_qt2212h.htm

Innovation in the International Financial Markets
https://www.researchgate.net/publication/5222242_Innovation_in_the_International_Financial_Markets

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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 Dec 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1264 It has taken decades for officials mainly *outside* the US to catch on about massive monetary innovation. Currency and forex swaps aren't weird derivative contracts certain banks use, they are money and money creation. The BIS belatedly tells us (what we already knew) there's $80 TRILLION in such "hidden" money - denominated in dollars - around the world that some of them only now realize had been a huge part of both 2008 and 2020, and could be for the next one, too. It has taken decades for officials mainly *outside* the US to catch on about massive monetary innovation. Currency and forex swaps aren't weird derivative contracts certain banks use, they are money and money creation. The BIS belatedly tells us (what we Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Now that we're finally here, what does it mean? 341 341 Now that we're finally here, what does it mean? full d4a64ac8-74ca-40f0-a076-fdc567da714f https://share.transistor.fm/s/debcfebc 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.

]]> Wed, 07 Dec 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1248 A consensus is being reached even among the official classes: "inflation" has peaked and with that consumer price pressures are going to reverse. That means decelerating price changes and eventually, in some places, falling prices. While this seems like it would be a very positive development, only in a world where all else remains equal. We don't live in that world. A consensus is being reached even among the official classes: "inflation" has peaked and with that consumer price pressures are going to reverse. That means decelerating price changes and eventually, in some places, falling prices. While this seems like i Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Payrolls like Jay Powell are boxed in by employment. 340 340 Payrolls like Jay Powell are boxed in by employment. full 8ec40eba-07b2-4ff5-bed5-4db929d61ed8 https://share.transistor.fm/s/155c3b00 Eurodollar University's Weekly Recap, featuring 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's Weekly Recap, featuring 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, 05 Dec 2022 07:30:00 -0500 Jeff Snider Jeff Snider 1229 There's a battle going on with the labor market data, an unprecedented divergence in statistics. CES or the Establishment Survey suggests one thing about the economy while more and more evidence across the CPS aligns directly against it. The timing couldn't be more inconvenient, implications just massive given where we are. Will policymakers allow themselves to be imprisoned with the one, or have they given more consideration to the other already? There's a battle going on with the labor market data, an unprecedented divergence in statistics. CES or the Establishment Survey suggests one thing about the economy while more and more evidence across the CPS aligns directly against it. The timing couldn Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Yes, the era of easy and cheap money is definitely over. 339 339 Yes, the era of easy and cheap money is definitely over. full dade4adc-51cd-4110-93e3-9a6d93d713b6 https://share.transistor.fm/s/1942cada 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.

]]> Sat, 03 Dec 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1052 The public has been misled about interest rates. We associate low interest with easy and cheap money. And it is, if only for a select few. The rest of us have to suffer - in silence - while these misconceptions only make things so much worse. Understanding rates isn't an academic exercise about the past, it is absolutely critical for analysis and forecasting upcoming future risks. The public has been misled about interest rates. We associate low interest with easy and cheap money. And it is, if only for a select few. The rest of us have to suffer - in silence - while these misconceptions only make things so much worse. Understandin Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No If even the Fed Chairman can sense it... 338 338 If even the Fed Chairman can sense it... full aafcb0df-6961-494d-8a1d-d7a1f436a42c https://share.transistor.fm/s/1a887ed0 Eurodollar University's Money & Macro Analysis

Article discussed in today's video: The U.S. Labor Market Is Less Tight Than It Appears
https://hbr.org/2022/11/the-u-s-labor-market-is-less-tight-than-it-appears?ab=hero-subleft-2

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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

Article discussed in today's video: The U.S. Labor Market Is Less Tight Than It Appears
https://hbr.org/2022/11/the-u-s-labor-market-is-less-tight-than-it-appears?ab=hero-subleft-2

Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net

RealClearMarkets Essays: https://bit.ly/38tL5a7

THE EPISODES
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: 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, 01 Dec 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1242 Even before Jay Powell's remarks today, the economic situation was shown to have deteriorated here and abroad. A couple of American jobs reports indicate layoffs and further looming setbacks. Meanwhile, China's economy is suffering a lot more than lockdowns and protests. No wonder Powell turned "dovish." Even before Jay Powell's remarks today, the economic situation was shown to have deteriorated here and abroad. A couple of American jobs reports indicate layoffs and further looming setbacks. Meanwhile, China's economy is suffering a lot more than lockdow Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Fed's very own data indicates it's over. 337 337 The Fed's very own data indicates it's over. full 6a59f43c-af96-420b-a9c2-1603fa999e96 https://share.transistor.fm/s/f4a5dfaf 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.

]]> Wed, 30 Nov 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1176 Another dependable financial signal and inversion. The forward Treasury rate (2-year) has repeatedly inverted with respect to its nominal counterpart each time the Fed's rate hikes come to an end. I'll explain what the forward rate is and why it matters. Another dependable financial signal and inversion. The forward Treasury rate (2-year) has repeatedly inverted with respect to its nominal counterpart each time the Fed's rate hikes come to an end. I'll explain what the forward rate is and why it matters. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Xi's inhumane lockdowns and the unrest they've provoked point to much deeper troubles. 336 336 Xi's inhumane lockdowns and the unrest they've provoked point to much deeper troubles. full f4c425eb-6660-4be0-97fd-2285e7de4ac4 https://share.transistor.fm/s/bf7abfb0 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, 29 Nov 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1318 China's insistence on ZERO-COVID has little or nothing to do with the coronavirus one way or another. Instead, Xi's stubborn insistence on it can be explained by the experiences of Leon Trotsky and Mikhail Gorbachev. China's road to the socialist transformation hit a major eurodollar snag and threatens to do more than cause even emotional protesting. China's insistence on ZERO-COVID has little or nothing to do with the coronavirus one way or another. Instead, Xi's stubborn insistence on it can be explained by the experiences of Leon Trotsky and Mikhail Gorbachev. China's road to the socialist transfor Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Major 'unexpected' issues just like the last time in '18. 335 335 Major 'unexpected' issues just like the last time in '18. full d0e94f7a-6f5b-4b60-851a-a48eedfb1469 https://share.transistor.fm/s/27d39a3d Eurodollar University's Weekly Recap, featuring 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's Weekly Recap, featuring 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, 28 Nov 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1197 Late in 2018, curves were crazy, the economy seemed to be heading for trouble yet in December the Fed hiked rates anyway. Just a few short weeks later, however, policymakers changed their tune. History repeats because the FOMC is too stubborn to listen to what really matters. Late in 2018, curves were crazy, the economy seemed to be heading for trouble yet in December the Fed hiked rates anyway. Just a few short weeks later, however, policymakers changed their tune. History repeats because the FOMC is too stubborn to listen to Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Warning after warning after warning...now another big one. 334 334 Warning after warning after warning...now another big one. full 28ab06f8-0e91-4914-a45d-5ee917f1b61c https://share.transistor.fm/s/86b075a7 Major, sweeping inversion. WTI contango. In 2018, these warnings happened just prior to the Fed being forced out of its rate hike plans for 2019 because the economy and markets were more and more messed up. Before those, however, there was another huge shakeup...from China. All the same numbers are coming up in Nov '22, including the latest today...from China. 

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.

]]> Major, sweeping inversion. WTI contango. In 2018, these warnings happened just prior to the Fed being forced out of its rate hike plans for 2019 because the economy and markets were more and more messed up. Before those, however, there was another huge shakeup...from China. All the same numbers are coming up in Nov '22, including the latest today...from China. 

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.

]]> Sat, 26 Nov 2022 12:59:27 -0500 Jeff Snider Jeff Snider 1075 Major, sweeping inversion. WTI contango. In 2018, these warnings happened just prior to the Fed being forced out of its rate hike plans for 2019 because the economy and markets were more and more messed up. Before those, however, there was another huge shakeup...from China. All the same numbers are coming up in Nov '22, including the latest today...from China. Major, sweeping inversion. WTI contango. In 2018, these warnings happened just prior to the Fed being forced out of its rate hike plans for 2019 because the economy and markets were more and more messed up. Before those, however, there was another huge sh Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No As predicted, here it comes, something big is going on right now. 333 333 As predicted, here it comes, something big is going on right now. full e74ac10b-4f33-40d0-81fa-63b971277fe4 https://share.transistor.fm/s/383b9cae 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.

]]> Wed, 23 Nov 2022 22:19:48 -0500 Jeff Snider Jeff Snider 1277 Markets and curves have been more and more strenuously pricing only bad/worsening scenarios, with the data coming behind and confirming the predictions. The US and world economy had reached a critical threshold, and today it appears as if both breached it markets and data. Now what? Markets and curves have been more and more strenuously pricing only bad/worsening scenarios, with the data coming behind and confirming the predictions. The US and world economy had reached a critical threshold, and today it appears as if both breached it Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Their return is becoming a near-certainty even amidst all this uncertainty. 332 332 Their return is becoming a near-certainty even amidst all this uncertainty. full 17386bce-397d-4cd6-afc6-00fe95e18ceb https://share.transistor.fm/s/01f846d9 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.

]]> Wed, 23 Nov 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1481 Curves all over the place aren't pricing normalcy or a soft landing, they're hedged for global money and macro conditions that will maybe inevitably lead to more QEs. Reviewing what that has meant as well as what we can learn about it from recent developments in Japan. Curves all over the place aren't pricing normalcy or a soft landing, they're hedged for global money and macro conditions that will maybe inevitably lead to more QEs. Reviewing what that has meant as well as what we can learn about it from recent developm Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Biggest drop on record officials said wouldn't happen. 331 331 Biggest drop on record officials said wouldn't happen. full 1b45d7ab-01a5-40de-a97e-14ba855b4046 https://share.transistor.fm/s/223fa7d5 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 Nov 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1226 Germany's producer price index plunged by the most ever, and it wasn't even close. The reason it did was energy, mostly natural gas and electricity. Warm weather played a role, but history and recent industrial developments indicate far more going on here that isn't just about Germany. Instead, this is exactly what unprecedented German curve inversion(s) had told you to expect. Germany's producer price index plunged by the most ever, and it wasn't even close. The reason it did was energy, mostly natural gas and electricity. Warm weather played a role, but history and recent industrial developments indicate far more going on here Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Foreigners betting big on it and you should too. 330 330 Foreigners betting big on it and you should too. full f73dffaf-4ff6-40ff-ac89-c2195a0b0cb9 https://share.transistor.fm/s/cdafd63c Eurodollar University's Weekly Recap, featuring 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's Weekly Recap, featuring 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, 21 Nov 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1380 Massive inversions spread including major demand and liquidity fears rocking the oil market this week. Foreigners continue buying record amounts of long-term US Treasuries in anticipation of a big change in the monetary system and economy. Massive inversions spread including major demand and liquidity fears rocking the oil market this week. Foreigners continue buying record amounts of long-term US Treasuries in anticipation of a big change in the monetary system and economy. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Hawks declare more rate hikes, history and another market say not for long. 329 329 Hawks declare more rate hikes, history and another market say not for long. full ad2efeae-95ed-493d-896c-97ea897ce8d5 https://share.transistor.fm/s/fe5b08ca 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.

]]> Sat, 19 Nov 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1290 Responding to the market response to last week's CPI, the Fed's most aggressive members came out in full force to reignite hawkism. It didn't go so well, not finding many takers and by the end of the week another crucial curve turned against them. History has a lot of the answers here. Responding to the market response to last week's CPI, the Fed's most aggressive members came out in full force to reignite hawkism. It didn't go so well, not finding many takers and by the end of the week another crucial curve turned against them. History Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We need to talk about curve inversions (plural) going nuclear. 328 328 We need to talk about curve inversions (plural) going nuclear. full 5035d913-e534-4263-847d-26be8919460b https://share.transistor.fm/s/80b55ea4 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.

]]> Thu, 17 Nov 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1244 Unprecedented inversion in the German market got more unprecedented. Eurodollar futures are just epically upside down. Even the Treasury yield curve has gone nuclear, with the 10-year benchmark rate well below the Fed's RRP. Huge warnings everywhere, but why? What's the message? Let's go through them. Unprecedented inversion in the German market got more unprecedented. Eurodollar futures are just epically upside down. Even the Treasury yield curve has gone nuclear, with the 10-year benchmark rate well below the Fed's RRP. Huge warnings everywhere, but Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No We really need to talk about "inflation", as Alan Greenspan was trying to way back in '96. 327 327 We really need to talk about "inflation", as Alan Greenspan was trying to way back in '96. full cddaba5b-c8e3-4e06-836d-cff53b61b772 https://share.transistor.fm/s/8055b756 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.

]]> Wed, 16 Nov 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1293 All anyone heard him say was "irrational exuberance." If only everyone had listened to all the rest which was vastly more important - and relevant to today. More slowing in October 2022 prices, producer this time, shows why we need to talk about inflation, deflation, and irrationality...at the Fed level. All anyone heard him say was "irrational exuberance." If only everyone had listened to all the rest which was vastly more important - and relevant to today. More slowing in October 2022 prices, producer this time, shows why we need to talk about inflation Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Here come the central bank empire's hawks, right on cue. 326 326 Here come the central bank empire's hawks, right on cue. full ff773d0e-96b7-4675-bd32-33093a08bd57 https://share.transistor.fm/s/dae2f729 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'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.

]]> Tue, 15 Nov 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1338 Markets reacted to last week's US CPI with a degree of confidence that predictably unsettled policymakers. They opened this week attempting to hawkishly walk back those conclusions - to little effect. Why so much insistence on taking such a hardline position? The same reason markets have doubted it all this time. Markets reacted to last week's US CPI with a degree of confidence that predictably unsettled policymakers. They opened this week attempting to hawkishly walk back those conclusions - to little effect. Why so much insistence on taking such a hardline posit Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Slowing CPI finally slows Fed trajectory, but what does the pivot really mean? 325 325 Slowing CPI finally slows Fed trajectory, but what does the pivot really mean? full 66ccbf66-25ed-4489-8851-8b3d72374217 https://share.transistor.fm/s/a6b27cd7 Eurodollar University's Weekly Recap, featuring 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
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's Weekly Recap, featuring 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
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, 14 Nov 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1255 Markets - basically all of them - have been coiled up like a spring as one piece after another had already been clicked into place, just waiting for the last one to confirm the turnaround. The US CPI had been stubbornly holding out against the overwhelming (recession) tide. Until now. With pivot in sight, what does that actually mean? Stocks trade one thing, curves something else entirely. Markets - basically all of them - have been coiled up like a spring as one piece after another had already been clicked into place, just waiting for the last one to confirm the turnaround. The US CPI had been stubbornly holding out against the overwhelmin Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Way too many uncomfortably close parallels between Oct '07 and Oct '22 to ignore like we're told to. 324 324 Way too many uncomfortably close parallels between Oct '07 and Oct '22 to ignore like we're told to. full c4ee14bb-3b54-4c71-8843-d7d30d3d0b76 https://share.transistor.fm/s/2767628a 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'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.

]]> Sat, 12 Nov 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1335 When the FOMC gathered at the end of October 2007, their summation of the situation and what they perceived as risks to it sound like it was written today about today - or last month, October 2022. The Fed was about to commit a crucial series of errors, something one of its members warned against. Heed this guy's warning because no one back then did; including the guy. When the FOMC gathered at the end of October 2007, their summation of the situation and what they perceived as risks to it sound like it was written today about today - or last month, October 2022. The Fed was about to commit a crucial series of errors, s Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Storm warning: almost a trillion in global reserves gone, a quarter 'missing' from Swiss. 323 323 Storm warning: almost a trillion in global reserves gone, a quarter 'missing' from Swiss. full c9be06e1-33c3-422a-868d-98e416da4bc6 https://share.transistor.fm/s/23269080 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'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.

]]> Thu, 10 Nov 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1356 The storm warnings are up in Florida, and have been up across the monetary system for some time. Massive and unprecedented curve inversions point to some as-yet unidentified economic and financial hurricane. Conducting a survey of global foreign currency reserves, there's already been huge destruction closing in on a trillion. And if what curves are pricing is accurate, worse to come, what does that look like when a trillion dollars destroyed is the prelude? The storm warnings are up in Florida, and have been up across the monetary system for some time. Massive and unprecedented curve inversions point to some as-yet unidentified economic and financial hurricane. Conducting a survey of global foreign currency Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No House prices in China have already started dropping, but why? Xi's plan not rate hikes. 322 322 House prices in China have already started dropping, but why? Xi's plan not rate hikes. full 0b52d3a5-4f4c-4e26-a521-d471bd09b988 https://share.transistor.fm/s/329c5d3b 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'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, 09 Nov 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1123 The PBOC in October '19 estimated that 70% of Chinese household wealth is tied up in real estate of one kind or another. China's economy had been heavily investment oriented with a lot focused on residential dwellings. Xi Jinping's "common prosperity" is therefore a direct threat to the financial wellbeing of the vast majority of urban households (thus enforcing draconian "pandemic" policies to "gently" remind them they don't get a say) with fallout already being felt far beyond Chinese home markets and China itself. The PBOC in October '19 estimated that 70% of Chinese household wealth is tied up in real estate of one kind or another. China's economy had been heavily investment oriented with a lot focused on residential dwellings. Xi Jinping's "common prosperity" is Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Is the Treasury market about to blow up? Some think so, but why? 321 321 Is the Treasury market about to blow up? Some think so, but why? full 0c9de7d6-c4b8-4691-b7cf-b8babf0c4120 https://share.transistor.fm/s/9fa00b70 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'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.

]]> Tue, 08 Nov 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1368 Treasury Secretary Janet Yellen raised the issue of Treasury buybacks in October. This wasn't some random thought, primary dealers have been agitating for them since summer. Given what happened in last September, it is understandable the heat has been turned way up. I'll tell you why and what's really going on here - as it has been since Mar ;20. Spoiler: OTR. Treasury Secretary Janet Yellen raised the issue of Treasury buybacks in October. This wasn't some random thought, primary dealers have been agitating for them since summer. Given what happened in last September, it is understandable the heat has been tur Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Iceland's Secret: the Untold Story of the World's Biggest Con [Ep. 320] 320 320 Iceland's Secret: the Untold Story of the World's Biggest Con [Ep. 320] full 65982926-ee19-4b24-ba93-a91b7bf8a141 https://share.transistor.fm/s/425fb9a7 Iceland's 2007-09 experience is infamous and internationally lauded—actual bankers went to jail!—but what really happened? Is the story over? And is Iceland's secret really about Iceland at all, or capital markets everywhere? An interview of Jared Bibler, author of Iceland's Secret: The Untold Story of the World's Biggest Con.


****ICELAND'S SECRET****
Amazon USA: https://amzn.to/3DJHQLJ
Worldwide Orders: https://icelandssecret.com/orders
Website: https://IcelandsSecret.com/


****JARED BIBLER****
About: https://icelandssecret.com/the-author
Twitter: https://twitter.com/jared_bibler
LinkedIn: https://www.linkedin.com/in/jaredbibler/


****EURODOLLAR UNIVERSITY EPISODES****
YouTube (Post-Emil): https://bit.ly/3NR6v5N
YouTube (Era of Emil): https://bit.ly/310yisL

Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


****THE TEAM****
Jeff Snider, Emperor Eurodollar.
Emil Kalinowski, Ceremony Master.
David Parkins, Illustrator Deus.
Episode intro/outro music is "Say" by Heyson.

]]> Iceland's 2007-09 experience is infamous and internationally lauded—actual bankers went to jail!—but what really happened? Is the story over? And is Iceland's secret really about Iceland at all, or capital markets everywhere? An interview of Jared Bibler, author of Iceland's Secret: The Untold Story of the World's Biggest Con.


****ICELAND'S SECRET****
Amazon USA: https://amzn.to/3DJHQLJ
Worldwide Orders: https://icelandssecret.com/orders
Website: https://IcelandsSecret.com/


****JARED BIBLER****
About: https://icelandssecret.com/the-author
Twitter: https://twitter.com/jared_bibler
LinkedIn: https://www.linkedin.com/in/jaredbibler/


****EURODOLLAR UNIVERSITY EPISODES****
YouTube (Post-Emil): https://bit.ly/3NR6v5N
YouTube (Era of Emil): https://bit.ly/310yisL

Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


****THE TEAM****
Jeff Snider, Emperor Eurodollar.
Emil Kalinowski, Ceremony Master.
David Parkins, Illustrator Deus.
Episode intro/outro music is "Say" by Heyson.

]]> Tue, 08 Nov 2022 05:00:00 -0500 Jeff Snider Jeff Snider 4201 Iceland's GFC experience is infamous and internationally lauded but what really happened? Is the story over? And is Iceland's secret really about Iceland at all? Iceland's GFC experience is infamous and internationally lauded but what really happened? Is the story over? And is Iceland's secret really about Iceland at all? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Crazy market week because with each rate hike a reason (or two) for coming pivots. Data confirms. 319 319 Crazy market week because with each rate hike a reason (or two) for coming pivots. Data confirms. full 0d46aab4-cb37-4d80-ac87-7888adbe6258 https://share.transistor.fm/s/79bb3621 Eurodollar University's Weekly Recap, featuring Steven 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
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's Weekly Recap, featuring Steven 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
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 Nov 2022 07:00:00 -0500 Jeff Snider Jeff Snider 1169 Started in Australia, spread through DC, ending up in London. Rate hikes but more and more reasons piling up to seriously believe they're nearly done. US labor data and corporate earnings add to pivots. Would the end of rate hikes be good for stocks, or would the near-certain recession spoil the punchbowl? Started in Australia, spread through DC, ending up in London. Rate hikes but more and more reasons piling up to seriously believe they're nearly done. US labor data and corporate earnings add to pivots. Would the end of rate hikes be good for stocks, or w Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Companies are *cutting* full-time jobs like they do EVERY time before recession. Fed pivot coming. 318 318 Companies are *cutting* full-time jobs like they do EVERY time before recession. Fed pivot coming. full 62d73859-afb8-4ba2-8c51-8a68c1003f06 https://share.transistor.fm/s/a1a3b279 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'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.

]]> Sat, 05 Nov 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1250 Recessions aren't like flipping a light switch, though most people believe that's how business cycles go. Instead, the transition from expansion to contraction is a process that is easy to spot if you know where to look. The end result has been the same every single time. Having spotted the trio in 2022, confirmed by today's labor data, the Fed's pivot is a matter of time as is when everyone realizes it. Recessions aren't like flipping a light switch, though most people believe that's how business cycles go. Instead, the transition from expansion to contraction is a process that is easy to spot if you know where to look. The end result has been the same e Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No An absurd summation of absurd history for an absurd day. If only it wasn't so serious. 317 317 An absurd summation of absurd history for an absurd day. If only it wasn't so serious. full 932826e2-9115-4843-bd05-9f10ce37711f https://share.transistor.fm/s/ae20ae3b 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'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.

]]> Thu, 03 Nov 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1315 The Fed is obviously getting close to the pivot, but Powell has to say they're not pivoting because if you and I believe they are he believes our belief will undo all the tightening from when we all believed the Fed was tightening. Rational sense has no place here in Kafka's domain. And you thought this was about money or economy? The Fed is obviously getting close to the pivot, but Powell has to say they're not pivoting because if you and I believe they are he believes our belief will undo all the tightening from when we all believed the Fed was tightening. Rational sense has no p Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Buying in USTs is split by the time of the day: foreigners buy heavily then Americans sell. Why? 316 316 Buying in USTs is split by the time of the day: foreigners buy heavily then Americans sell. Why? full 77922a95-28b2-4f7f-84d8-d86eda1be8f2 https://share.transistor.fm/s/179a83d9 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'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 Nov 2022 15:45:29 -0400 Jeff Snider Jeff Snider 1137 Treasury trading today (11/1) was another perfect example of the insanity gripping the marketplace. Americans are more afraid of the Fed and its rate hikes which are based on psychology not economy, so they sell Treasuries. Meanwhile, foreigners can't get enough of them, increasingly afraid of the actual economy and what *more* the dollar will do to it. Treasury trading today (11/1) was another perfect example of the insanity gripping the marketplace. Americans are more afraid of the Fed and its rate hikes which are based on psychology not economy, so they sell Treasuries. Meanwhile, foreigners can't get Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Move over yen, PBOC's desperate commercial-led rescue a dismal failure as yuan strikes new low. Why? 315 315 Move over yen, PBOC's desperate commercial-led rescue a dismal failure as yuan strikes new low. Why? full 320ecd26-6438-4a2f-b965-1d3e25f42791 https://share.transistor.fm/s/0f633e15 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'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.

]]> Tue, 01 Nov 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1311 You can't understand what these currencies are doing or why their simultaneously crashing matters from the badly outdated, horribly ill-conceived mainstream Economics approach. It starts with what a reserve currency is and is supposed to do; and that isn't pricing oil. China is suffering a massive dollar problem - which means it is our problem, too. CNY DOWN = BAD applies to all of us. You can't understand what these currencies are doing or why their simultaneously crashing matters from the badly outdated, horribly ill-conceived mainstream Economics approach. It starts with what a reserve currency is and is supposed to do; and that isn' Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No This is where we find out, the economy and markets at their crucial junctures. Recession or not. 314 314 This is where we find out, the economy and markets at their crucial junctures. Recession or not. full 1761356c-1cbc-4176-a6d7-6eea6b442382 https://share.transistor.fm/s/8f30a2d6 Eurodollar University's Money & Macro Weekly Recap, featuring 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
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's Money & Macro Weekly Recap, featuring 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
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, 31 Oct 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1303 GDP and the unemployment rate look like one thing, but those numbers are looking back at what happened. More and more it appears as if the US and global economy tumbled rather than stabilized as last quarter ended. Not surprisingly, the yield curve weighs in very strongly on one side. GDP and the unemployment rate look like one thing, but those numbers are looking back at what happened. More and more it appears as if the US and global economy tumbled rather than stabilized as last quarter ended. Not surprisingly, the yield curve weighs Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Big rebound in CNY - but not for any good reason - while demand destruction finally arrives in US. 313 313 Big rebound in CNY - but not for any good reason - while demand destruction finally arrives in US. full 6729fa26-6372-4090-9a8f-e24f123f76f3 https://share.transistor.fm/s/f86cec35 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'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.

]]> Thu, 27 Oct 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1235 After falling as low as 7.30 to the dollar yesterday, this morning "someone" was selling big dollars in Hong Kong (offshore CNH). It's another way of saying de-hoarding private dollar reserves, essentially the same tactic beleaguered officials have been forced into around the world. Why? For one, the darkening outlines of global recession are being drawn much clearer using the ink of gross American demand destruction. After falling as low as 7.30 to the dollar yesterday, this morning "someone" was selling big dollars in Hong Kong (offshore CNH). It's another way of saying de-hoarding private dollar reserves, essentially the same tactic beleaguered officials have been f Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Home prices are now falling, piling on the Fed pivot from near and dear to the FOMC (models). 312 312 Home prices are now falling, piling on the Fed pivot from near and dear to the FOMC (models). full 6907a183-ee9c-4b52-ae65-f211a6014606 https://share.transistor.fm/s/a10b5864 Eurodollar University's Money & Macro Analysis

Ben Bernanke July 2005  https://www.youtube.com/watch?v=HQ79Pt2GNJo

Janet Yellen July 2005  https://www.frbsf.org/our-district/press/presidents-speeches/yellen-speeches/2005/july/views-on-the-economy-and-implications-for-monetary-policy-portland/

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's Money & Macro Analysis

Ben Bernanke July 2005  https://www.youtube.com/watch?v=HQ79Pt2GNJo

Janet Yellen July 2005  https://www.frbsf.org/our-district/press/presidents-speeches/yellen-speeches/2005/july/views-on-the-economy-and-implications-for-monetary-policy-portland/

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, 26 Oct 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1197 As if there aren't enough suspects which could end the Fed's rate hikes regime (more importantly represent serious threats to the economy and markets), now we have confirmed falling home prices to add to the already-toxic environment. The empty suits at the FOMC are glued to the CPI which reflects last year's home prices while this year's indicate rapid deterioration. What a world. As if there aren't enough suspects which could end the Fed's rate hikes regime (more importantly represent serious threats to the economy and markets), now we have confirmed falling home prices to add to the already-toxic environment. The empty suits at t Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Xi Jinping's vulgar display of power - and its target - was intended specifically for you and me. 311 311 Xi Jinping's vulgar display of power - and its target - was intended specifically for you and me. full f4e4ed41-3d95-4a92-bcd1-d7243eda6d7e https://share.transistor.fm/s/fd4e5437 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'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.

]]> Tue, 25 Oct 2022 14:30:19 -0400 Jeff Snider Jeff Snider 1159 Hu Jintao wasn't just Xi Jinping's predecessor. Hu was a technocrat who represented a different method for pursuing the Chinese socialist agenda, one that shared more in common with the rest of the world. Making an example of him in front of the external cameras, the message is equally chilling as it is historic for all the wrong reasons. Hu Jintao wasn't just Xi Jinping's predecessor. Hu was a technocrat who represented a different method for pursuing the Chinese socialist agenda, one that shared more in common with the rest of the world. Making an example of him in front of the external Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Domestic housing bust accelerates, yet it is foreign Treasury buyers who are inverting the curve. 310 310 Domestic housing bust accelerates, yet it is foreign Treasury buyers who are inverting the curve. full 9e188e8e-865a-48c5-8925-5376a501aa23 https://share.transistor.fm/s/11547f1a Eurodollar University's Weekly Recap, featuring 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
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's Weekly Recap, featuring 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
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, 24 Oct 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1237 What do foreign UST buyers know that maybe American bond sellers don't? The latter seem to care all about he Fed. The former are facing more obvious problems beginning with a massive global dollar shortage. More than the domestic housing bust, these underappreciated monetary problems are leading to more inversion. What do foreign UST buyers know that maybe American bond sellers don't? The latter seem to care all about he Fed. The former are facing more obvious problems beginning with a massive global dollar shortage. More than the domestic housing bust, these under Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Info not fearmongering. Swaps not Swiss. Dealers not Fed. The data and evidence are conclusive. 309 309 Info not fearmongering. Swaps not Swiss. Dealers not Fed. The data and evidence are conclusive. full 2756f685-0758-4c57-bafa-ac740f771089 https://share.transistor.fm/s/7409602f Eurodollar University's Money & Macro Analysis

Swap study mentioned in this video: https://www.newyorkfed.org/research/epr/2018/epr_2018_negative-swap-spreads_boyarchenko.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
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's Money & Macro Analysis

Swap study mentioned in this video: https://www.newyorkfed.org/research/epr/2018/epr_2018_negative-swap-spreads_boyarchenko.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
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, 22 Oct 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1150 A negative swap spread sounds like total nonsense - at first. But in a ledger money, fictive currency system what matters is the capacities of those who collectively keep track of the distributed ledger. This is where that nonsense isn't just useful, it is extremely valuable. Swaps are the ledger and they are saying there is a very real and worsening problem on it. Global (euro)Dollar Shortage. A negative swap spread sounds like total nonsense - at first. But in a ledger money, fictive currency system what matters is the capacities of those who collectively keep track of the distributed ledger. This is where that nonsense isn't just useful, it i Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Inflation is about money and that means and has meant eurodollar, not the Federal Reserve. 308 308 Inflation is about money and that means and has meant eurodollar, not the Federal Reserve. full 919f69c5-8fcc-4710-9102-52b09c7da858 https://share.transistor.fm/s/6999cef9 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'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.

]]> Thu, 20 Oct 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1288 It may seem like semantics or splitting hairs. Who cares how or why consumer prices have accelerated? History, however, shows there's a nontrivial at times massive difference between the two. So, let's diagram and examine the history to see if we can find something useful out of it. Spoiler: we can. It may seem like semantics or splitting hairs. Who cares how or why consumer prices have accelerated? History, however, shows there's a nontrivial at times massive difference between the two. So, let's diagram and examine the history to see if we can find Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The yen isn't Japan's problem, it is everyone's problem. Because this crash isn't the Fed. 307 307 The yen isn't Japan's problem, it is everyone's problem. Because this crash isn't the Fed. full 8b91a038-c777-459c-a231-4b823040347a https://share.transistor.fm/s/0b187d9d 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'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, 19 Oct 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1072 Japan's yen like China's yuan is being pummeled by the dollar. Most people are led to believe the dollar is rising because of the Fed and its rate hikes. No sir. In fact, in just three charts we can easily show both why JPY is crashing and also how the Fed has nothing to do with it. And that's actually the most frightening part. Japan's yen like China's yuan is being pummeled by the dollar. Most people are led to believe the dollar is rising because of the Fed and its rate hikes. No sir. In fact, in just three charts we can easily show both why JPY is crashing and also how the Fe Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The world rocked by Euro$ collateral; Italy, Eurobonds, maybe the '22 equivalent of "toxic waste." 306 306 The world rocked by Euro$ collateral; Italy, Eurobonds, maybe the '22 equivalent of "toxic waste." full cbf3c0ff-b4ce-416e-9bbc-90827830ccf8 https://share.transistor.fm/s/3c051555 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'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.

]]> Tue, 18 Oct 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1251 Tbill prices, SOFR, monster repo fails, all these have told us collateral system is hugely impaired. By what? Trouble in Italy. Risks in Eurobonds (which we won't get into here). On top of those are CLOs, which are different in character but not construction from the old toxic waste of subprime mortgages. Tbill prices, SOFR, monster repo fails, all these have told us collateral system is hugely impaired. By what? Trouble in Italy. Risks in Eurobonds (which we won't get into here). On top of those are CLOs, which are different in character but not construct Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Too hot CPI. Frozen in Hong Kong. Fed hiking former. How much longer until latter disrupts it all? 305 305 Too hot CPI. Frozen in Hong Kong. Fed hiking former. How much longer until latter disrupts it all? full c526668c-01b2-4237-ad3a-a96b7cdbd9d7 https://share.transistor.fm/s/c11d5c1b Eurodollar University's Weekly Recap, Featuring 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
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's Weekly Recap, Featuring 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
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, 17 Oct 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1153 With the core CPI rate in the US higher than expected in September, the Fed's next rate hike is on autopilot. Steve Van Metre joins to discuss the CPI data before getting into the growing list of alarming developments that could derail more than just the FOMC. The stock crash in Hong Kong right at the top, With the core CPI rate in the US higher than expected in September, the Fed's next rate hike is on autopilot. Steve Van Metre joins to discuss the CPI data before getting into the growing list of alarming developments that could derail more than just the Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No As dollar woes get worse, why don't the Fed's swap lines work? Let's answer that question. 304 304 As dollar woes get worse, why don't the Fed's swap lines work? Let's answer that question. full b8328e00-1531-4fba-8ce9-9ae1bbbdf40b https://share.transistor.fm/s/071133b1 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'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.

]]> Sat, 15 Oct 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1418 China, India, emerging markets. Suddenly the UK, but everyone incorrectly presumes the pound's problems start in London. Well, they do, all of it does. That means global dollars, eurodollars, behind all these outbreaks. But didn't the Fed fix that with some kind of swaps? You're supposed to believe this even though it was never true. Consistent failure all around and today we'll explore why. China, India, emerging markets. Suddenly the UK, but everyone incorrectly presumes the pound's problems start in London. Well, they do, all of it does. That means global dollars, eurodollars, behind all these outbreaks. But didn't the Fed fix that with so Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Dollar funding crisis reaches...Switzerland. This isn't (just) Credit Suisse, though. 303 303 Dollar funding crisis reaches...Switzerland. This isn't (just) Credit Suisse, though. full c3fdc766-e451-4395-87bc-b31f3da539b7 https://share.transistor.fm/s/142b7558 Eurodollar University's Money & Macro Analysis

https://www.youtube.com/channel/UCrXNkk4IESnqU-8GMad2vyA/videos

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's Money & Macro Analysis

https://www.youtube.com/channel/UCrXNkk4IESnqU-8GMad2vyA/videos

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, 13 Oct 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1060 While the world was focused on the UK and its gilt-y pound, the warning signs were everywhere how this was and remains eurodollar business. Global dollar shortage, emphasis on "global." Now Switzerland has seen US$ funding eroded within its borders - or maybe from outside - to the point the SNB is activating US$ swap lines with the Fed. Either way, sure seems like that escalating third deflationary wave markets (*especially* Japanese bills) have been warning about. While the world was focused on the UK and its gilt-y pound, the warning signs were everywhere how this was and remains eurodollar business. Global dollar shortage, emphasis on "global." Now Switzerland has seen US$ funding eroded within its borders - or m Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No How did chips go from epic shortage to massive deflationary pressure? Big IMF downgrades tell us. 302 302 How did chips go from epic shortage to massive deflationary pressure? Big IMF downgrades tell us. full 261f4f7d-0886-4e17-b3bb-6db0c743a2b7 https://share.transistor.fm/s/b909d710 Eurodollar University's Money & Macro Analysis

Sources included in this episode:

https://www.dramexchange.com/WeeklyResearch/Post/2/11441.html

https://www.yahoo.com/now/amd-announces-preliminary-third-quarter-201700374.html

https://www.imf.org/en/Publications/WEO/Issues/2022/10/11/world-economic-outlook-october-2022

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's Money & Macro Analysis

Sources included in this episode:

https://www.dramexchange.com/WeeklyResearch/Post/2/11441.html

https://www.yahoo.com/now/amd-announces-preliminary-third-quarter-201700374.html

https://www.imf.org/en/Publications/WEO/Issues/2022/10/11/world-economic-outlook-october-2022

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, 12 Oct 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1159 These were once the very symbol of 2021 "inflation." A shortage of semiconductors had been so severe and pervasive, it seemed like nearly every consumer price increase could be traced back in part to chips. Today, massive inventory that is proving difficult to sell as demand worldwide plummets. It was transitory after all. Even the IMF can see it coming, though its models will need even more and even bigger downgrades first. These were once the very symbol of 2021 "inflation." A shortage of semiconductors had been so severe and pervasive, it seemed like nearly every consumer price increase could be traced back in part to chips. Today, massive inventory that is proving difficu Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Ben Bernanke's Nobel Prize award rewrites the past while darkening future for a single word. 301 301 Ben Bernanke's Nobel Prize award rewrites the past while darkening future for a single word. full 09c6198a-2d49-4fd9-9a78-3c7e72de667a https://share.transistor.fm/s/8803fb82 Eurodollar University's Money & Macro Analysis

Sources featured in this video:

FOMC Jan '09
https://www.federalreserve.gov/monetarypolicy/files/FOMC20090116confcall.pdf

Bernanke speech Nov '02
https://www.federalreserve.gov/boarddocs/speeches/2002/20021108/

New Yorker Article Dec '08
https://www.newyorker.com/magazine/2008/12/01/anatomy-of-a-meltdown

Bernanke testimony Feb '10
https://www.reuters.com/article/usa-fed-bernanke/text-bernankes-prepared-testimomy-to-house-panel-idUSN1016179620100210

FOMC Aug 1, '11
https://www.federalreserve.gov/monetarypolicy/files/fomc20110801confcall.pdf

FOMC Aug 9, '11
https://www.federalreserve.gov/monetarypolicy/files/FOMC20110809meeting.pdf

Bernanke Brookings Mar '15
https://www.brookings.edu/blog/ben-bernanke/2015/03/30/inaugurating-a-new-blog/

Bernanke Princeton paper Dec '99
https://www.princeton.edu/~pkrugman/bernanke_paralysis.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
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's Money & Macro Analysis

Sources featured in this video:

FOMC Jan '09
https://www.federalreserve.gov/monetarypolicy/files/FOMC20090116confcall.pdf

Bernanke speech Nov '02
https://www.federalreserve.gov/boarddocs/speeches/2002/20021108/

New Yorker Article Dec '08
https://www.newyorker.com/magazine/2008/12/01/anatomy-of-a-meltdown

Bernanke testimony Feb '10
https://www.reuters.com/article/usa-fed-bernanke/text-bernankes-prepared-testimomy-to-house-panel-idUSN1016179620100210

FOMC Aug 1, '11
https://www.federalreserve.gov/monetarypolicy/files/fomc20110801confcall.pdf

FOMC Aug 9, '11
https://www.federalreserve.gov/monetarypolicy/files/FOMC20110809meeting.pdf

Bernanke Brookings Mar '15
https://www.brookings.edu/blog/ben-bernanke/2015/03/30/inaugurating-a-new-blog/

Bernanke Princeton paper Dec '99
https://www.princeton.edu/~pkrugman/bernanke_paralysis.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
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.

]]> Tue, 11 Oct 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1268 Economists have awarded their highest honor to three of their own, including the guy who was in charge of the Federal Reserve during the world's worst _______ panic in four generations. But what word fills in that gigantic blank? Identifying exactly what kind of panic it was doesn't just explain what happened fifteen years ago, it still determines our future. Economists have awarded their highest honor to three of their own, including the guy who was in charge of the Federal Reserve during the world's worst _______ panic in four generations. But what word fills in that gigantic blank? Identifying exactly what Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Payrolls. OPEC. Consumers borrow every last cent. Clearing up a week of ambiguity. Tricks or Treats. 300 300 Payrolls. OPEC. Consumers borrow every last cent. Clearing up a week of ambiguity. Tricks or Treats. full d3c0f826-bc46-41f5-9a6f-1980c5d0a9b2 https://share.transistor.fm/s/c6f983ae Eurodollar University's Weekly Recap, Featuring 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
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's Weekly Recap, Featuring 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
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, 10 Oct 2022 07:00:00 -0400 Jeff Snider Jeff Snider 966 Getting ready for Halloween, where rate hikes are the trick and recession is no one's treat. Every big data release last week was two-faced. Payrolls: will lead to rate hikes while showing recession. OPEC production cuts: rate hikes and recession. ISM: rate hikes and recession. Consumer credit: you get it. Getting ready for Halloween, where rate hikes are the trick and recession is no one's treat. Every big data release last week was two-faced. Payrolls: will lead to rate hikes while showing recession. OPEC production cuts: rate hikes and recession. ISM: ra Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Stocks down big because rate hikes in unemployment rate, while real economy falling apart faster. 299 299 Stocks down big because rate hikes in unemployment rate, while real economy falling apart faster. full b49a1869-80d3-4f0c-b7b7-7530c0958753 https://share.transistor.fm/s/1e7c5681 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'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.

]]> Sat, 08 Oct 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1268 The unemployment rate dropped meaning there wasn't anything in the payroll reports which will dissuade the FOMC from hiking again. Or was there? Well, no, Fed officials are hiking based the one measure ignoring all the others which keep pointing toward oncoming recession. Curve inversion in a nutshell. The unemployment rate dropped meaning there wasn't anything in the payroll reports which will dissuade the FOMC from hiking again. Or was there? Well, no, Fed officials are hiking based the one measure ignoring all the others which keep pointing toward on Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Not a question of "if", rather "when" and for us little people what happens in between 298 298 Not a question of "if", rather "when" and for us little people what happens in between full b242539b-35d3-475d-9d24-4a12257b34cd https://share.transistor.fm/s/4a973243 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:

]]> 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:

]]> Thu, 06 Oct 2022 07:00:00 -0400 Jeff Snider Jeff Snider 998 The unnecessarily complicated term is "Fed reaction function" which is simply how long it will take before policymakers realize they're wrong. Again. Reviewing history through the lens of eurodollar futures isn't kind to rate hikers. But why? That is the question; the only question. Let's find some answers. The unnecessarily complicated term is "Fed reaction function" which is simply how long it will take before policymakers realize they're wrong. Again. Reviewing history through the lens of eurodollar futures isn't kind to rate hikers. But why? That is the Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Is there a real challenge to Xi Jinping's rule? Yes, but it's more philosophical than bullets. 297 297 Is there a real challenge to Xi Jinping's rule? Yes, but it's more philosophical than bullets. full 8d5efa62-e30b-4599-8204-e669b458fb53 https://share.transistor.fm/s/39cd9e86 Eurodollar University's Money & Macro Analysis

Articles discussed in this video:

https://www.realclearmarkets.com/arti...

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...

]]> Eurodollar University's Money & Macro Analysis

Articles discussed in this video:

https://www.realclearmarkets.com/arti...

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...

]]> Wed, 05 Oct 2022 08:00:00 -0400 Jeff Snider Jeff Snider 1303 Rumors spread wildly on social media that Emperor Xi had been replaced. Canceled airline flights, generals replaced, Xi missing for two weeks. The coup wasn't real, but what made it seem possible was - a fella by the name of Song Ping. Really what Song "represents" about China's past, possibly the world's future. Rumors spread wildly on social media that Emperor Xi had been replaced. Canceled airline flights, generals replaced, Xi missing for two weeks. The coup wasn't real, but what made it seem possible was - a fella by the name of Song Ping. Really what Song "r Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Banks had warned, SOFR doesn't work and that's a huge problem (in case you hadn't noticed). 296 296 Banks had warned, SOFR doesn't work and that's a huge problem (in case you hadn't noticed). full 1ae84f0c-37b7-40d4-872d-e09456989ed9 https://share.transistor.fm/s/aefa88bd Eurodollar University's Money & Macro Analysis

Articles discussed in this video:

https://www.realclearmarkets.com/articles/2022/03/25/an_entire_decade_wasted_at_the_expense_of_common_sense_823683.html

https://www.realclearmarkets.com/articles/2020/03/26/fire_all_the_central_bankers_while_theres_something_to_salvage_487635.html

https://www.realclearmarkets.com/articles/2019/07/19/theyre_all_symptoms_of_the_same_dollar_disease_103828.html

https://www.realclearmarkets.com/articles/2017/08/04/looking_for_problems_in_all_the_wrong_places_102812.html

Twitter: @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's Money & Macro Analysis

Articles discussed in this video:

https://www.realclearmarkets.com/articles/2022/03/25/an_entire_decade_wasted_at_the_expense_of_common_sense_823683.html

https://www.realclearmarkets.com/articles/2020/03/26/fire_all_the_central_bankers_while_theres_something_to_salvage_487635.html

https://www.realclearmarkets.com/articles/2019/07/19/theyre_all_symptoms_of_the_same_dollar_disease_103828.html

https://www.realclearmarkets.com/articles/2017/08/04/looking_for_problems_in_all_the_wrong_places_102812.html

Twitter: @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.

]]> Tue, 04 Oct 2022 08:00:00 -0400 Jeff Snider Jeff Snider 1294 LIBOR was called a crime of the century when its real crime was exposing the truth. Money is eurodollars, not dollars. But in the guilty bureaucrats' push to cover all this up by replacing LIBOR with SOFR, they refused to understand how SOFR is not a suitable alternative. Now it's breaking down just the way authorities had been warned; at the worst possible time, too. LIBOR was called a crime of the century when its real crime was exposing the truth. Money is eurodollars, not dollars. But in the guilty bureaucrats' push to cover all this up by replacing LIBOR with SOFR, they refused to understand how SOFR is not a suit Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Part 1 of our Eurodollar Conversation: the countdown to global QEs has begun, what do markets say 295 295 Part 1 of our Eurodollar Conversation: the countdown to global QEs has begun, what do markets say full 11f1e846-0608-4767-9a18-d26c4d1506ed https://share.transistor.fm/s/e03b2033 Eurodollar University Conversations, featuring Steven 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
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 Conversations, featuring Steven 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
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, 03 Oct 2022 08:00:00 -0400 Jeff Snider Jeff Snider 1391 Bank of England responds to gilts, but is it guilty of nothing more than being the first of many more to come? Talking it over with Steve Van Metre, we find that markets aren't pricing this as an England thing, nor a Bank of England thing, rather just the beginning of a global deflationary wave all central banks will have to deal with before too long. Bank of England responds to gilts, but is it guilty of nothing more than being the first of many more to come? Talking it over with Steve Van Metre, we find that markets aren't pricing this as an England thing, nor a Bank of England thing, rather just the Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Warning flags are out. SOFR. Tbills. TIPS. Serious deflationary storm is brewing. 294 294 Warning flags are out. SOFR. Tbills. TIPS. Serious deflationary storm is brewing. full 01e71c47-048a-49e3-90f2-a58eb4af67b1 https://share.transistor.fm/s/2c43ebcd Eurodollar University's Money & Macro Analysis

Twitter: @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:

]]> Eurodollar University's Money & Macro Analysis

Twitter: @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:

]]> Sat, 01 Oct 2022 12:00:00 -0400 Jeff Snider Jeff Snider 1182 The global financial system was struck by two major storms already this year, once Feb/Mar then again June/July. A third appears to be forming, and not just around Britain. Deep in the heart of the eurodollar, the red flags are out again as the gusts of deflationary money are strengthening. Once you know where to look, and how to look at them, the signs are unmistakable. Eurodollar University's Money & Macro Analysis Twitter: @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. The global financial system was struck by two major storms already this year, once Feb/Mar then again June/July. A third appears to be forming, and not just around Britain. Deep in the heart of the eurodollar, the red flags are out again as the gusts of d Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Breaking Britain. I Am The One Who Knocks. Say My Name (it isn't Jay). 293 293 Breaking Britain. I Am The One Who Knocks. Say My Name (it isn't Jay). full 6266feda-6805-48f5-8253-fac79faad5ff https://share.transistor.fm/s/0ddcf352 Eurodollar University's Money & Macro Analysis

Twitter: @JeffSnider_AIP
eurodollar.university
www.marketsinsiderpro.com
www.PortfolioShield.net

RCM essay discussed here: The Planet Has a Eurodollar Problem, Not a Dollar Problem

https://www.realclearmarkets.com/arti...

Paul Krugman NYT:  Wonking Out: The Mysteries of the Almighty Dollar
https://www.nytimes.com/2022/09/09/op...

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:

]]> Eurodollar University's Money & Macro Analysis

Twitter: @JeffSnider_AIP
eurodollar.university
www.marketsinsiderpro.com
www.PortfolioShield.net

RCM essay discussed here: The Planet Has a Eurodollar Problem, Not a Dollar Problem

https://www.realclearmarkets.com/arti...

Paul Krugman NYT:  Wonking Out: The Mysteries of the Almighty Dollar
https://www.nytimes.com/2022/09/09/op...

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:

]]> Thu, 29 Sep 2022 06:00:00 -0400 Jeff Snider Jeff Snider 1049 Sure, the pound is down but what's going on with gilts? Like Walter White, the eurodollar isn't some mild-mannered, middle-aged nothing wasting away with terminal cancer counting down the days, it is Heisenberg creating mayhem, causing destruction, and leaving behind heartache. You know, the stuff that leads to more (global) QEs. Sure, the pound is down but what's going on with gilts? Like Walter White, the eurodollar isn't some mild-mannered, middle-aged nothing wasting away with terminal cancer counting down the days, it is Heisenberg creating mayhem, causing destruction, and le Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The pound isn't the only one going to get pounded. 292 292 The pound isn't the only one going to get pounded. full 41bba42f-f96f-41a6-b37b-48466d2b8b35 https://share.transistor.fm/s/071dbd77 Eurodollar University's Money & Macro Analysis

Twitter: @JeffSnider_AIP
eurodollar.university
www.marketsinsiderpro.com
www.PortfolioShield.net

RCM essay discussed here: The Planet Has a Eurodollar Problem, Not a Dollar Problem

https://www.realclearmarkets.com/articles/2022/09/16/the_planet_has_a_eurodollar_problem_not_a_dollar_problem_853940.html

Paul Krugman NYT:  Wonking Out: The Mysteries of the Almighty Dollar
https://www.nytimes.com/2022/09/09/opinion/united-states-dollar-euro-currency.html

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.

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]]> Eurodollar University's Money & Macro Analysis

Twitter: @JeffSnider_AIP
eurodollar.university
www.marketsinsiderpro.com
www.PortfolioShield.net

RCM essay discussed here: The Planet Has a Eurodollar Problem, Not a Dollar Problem

https://www.realclearmarkets.com/articles/2022/09/16/the_planet_has_a_eurodollar_problem_not_a_dollar_problem_853940.html

Paul Krugman NYT:  Wonking Out: The Mysteries of the Almighty Dollar
https://www.nytimes.com/2022/09/09/opinion/united-states-dollar-euro-currency.html

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.

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]]> Wed, 28 Sep 2022 09:00:00 -0400 Jeff Snider Jeff Snider 1528 Several crucial thresholds were crossed in the week before the flash crash in Britain's pound. China's yuan and India's rupee, two countries with vastly different situations yet both sinking in the same ($) boat along with New Zealanders and also the Brits. But why? It's not about the dollar rising, but what makes it rise. Even Paul Krugman can see it's not the Fed. Several crucial thresholds were crossed in the week before the flash crash in Britain's pound. China's yuan and India's rupee, two countries with vastly different situations yet both sinking in the same ($) boat along with New Zealanders and also the Brit Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Before the pound got pounded, Germany's bond market had sent the world a historic warning. 291 291 Before the pound got pounded, Germany's bond market had sent the world a historic warning. full 2365819c-bf47-458b-a597-08794257bd8e https://share.transistor.fm/s/e4a6b281 Twitter: @JeffSnider_AIP
eurodollar.university
www.marketsinsiderpro.com
www.PortfolioShield.net

RealClear Markets 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.

]]> Twitter: @JeffSnider_AIP
eurodollar.university
www.marketsinsiderpro.com
www.PortfolioShield.net

RealClear Markets 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.

]]> Tue, 27 Sep 2022 09:00:00 -0400 Jeff Snider Jeff Snider 1330 The German bond market is normally really stable, boring. That's why the German curve had only inverted just once, back in June 2008. Until last week, that is. This time, an unprecedented distortion between the 10-year and 30-year bunds which blew out even more today, along with Britain's poor pound. Severe eurodollar strain, meaning this isn't just Germany or the UK's problem. Eurodollar University's Money & Macro Analysis The German bond market is normally really stable, boring. That's why the German curve had only inverted just once, back in June 2008. Until last week, that is. This time, an unprecedented distortion between the 10-year and 30-year bunds which blew out eve Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Stocks reacted negatively, but was it to rate hikes or the other Rs? 290 290 Stocks reacted negatively, but was it to rate hikes or the other Rs? full aa00297a-9f35-409c-9b6c-f76cd8ed511f https://share.transistor.fm/s/6fba38ec Markets and not just stocks experienced a very rocky week. While the Fed raised its benchmark rates by another 75 bps, the other two "Rs" - recession and rising dollar - are lurking beneath the mainstream focus on the Fed. A conversation about commodities, curves, currencies, and collateral, the four Cs of deflationary excess. 

Eurodollar University Conversations, featuring Steven Van Metre.

Twitter: @JeffSnider_AIP
eurodollar.university
www.marketsinsiderpro.com
www.PortfolioShield.net

RealClear Markets 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.

SHOW LESS

]]> Markets and not just stocks experienced a very rocky week. While the Fed raised its benchmark rates by another 75 bps, the other two "Rs" - recession and rising dollar - are lurking beneath the mainstream focus on the Fed. A conversation about commodities, curves, currencies, and collateral, the four Cs of deflationary excess. 

Eurodollar University Conversations, featuring Steven Van Metre.

Twitter: @JeffSnider_AIP
eurodollar.university
www.marketsinsiderpro.com
www.PortfolioShield.net

RealClear Markets 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.

SHOW LESS

]]> Mon, 26 Sep 2022 08:00:00 -0400 Jeff Snider Jeff Snider 1363 Markets and not just stocks experienced a very rocky week. While the Fed raised its benchmark rates by another 75 bps, the other two "Rs" - recession and rising dollar - are lurking beneath the mainstream focus on the Fed. A conversation about commodities, curves, currencies, and collateral, the four Cs of deflationary excess. Eurodollar University Conversations, featuring Steven Van Metre. Markets and not just stocks experienced a very rocky week. While the Fed raised its benchmark rates by another 75 bps, the other two "Rs" - recession and rising dollar - are lurking beneath the mainstream focus on the Fed. A conversation about commodities Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Dollar Crushes World Economy yet Media Won't Ask 'Why?' [Ep. 289, Eurodollar University] 289 289 Dollar Crushes World Economy yet Media Won't Ask 'Why?' [Ep. 289, Eurodollar University] full 13b32404-4bc1-4c80-adef-5b0b2791dc58 https://share.transistor.fm/s/2afba915 "Emerging markets burn through currency reserves as crisis risks grow," notes the Wall Street Journal. But what sticks in Mr. Jeff Snider's craw is that there's no mention as to why this is. To ask the question would move the Federal Reserve out of the media's glowing spotlight.

****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.

****EP. 289 REFERENCES****
Emerging markets burn through currency reserves as crisis risks grow: https://on.wsj.com/3RZdWbM
The Infatuation With Fanciful Stories of Fascinating Bank Reserves: https://bit.ly/3xcXyMT
The China Syndrome: http://www.marketsinsiderpro.com/
India's China Syndrome: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Technostalgia" by Lazer Boomerang.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Technostalgia": https://www.youtube.com/shorts/9JrZ2rJaxQY

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> "Emerging markets burn through currency reserves as crisis risks grow," notes the Wall Street Journal. But what sticks in Mr. Jeff Snider's craw is that there's no mention as to why this is. To ask the question would move the Federal Reserve out of the media's glowing spotlight.

****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.

****EP. 289 REFERENCES****
Emerging markets burn through currency reserves as crisis risks grow: https://on.wsj.com/3RZdWbM
The Infatuation With Fanciful Stories of Fascinating Bank Reserves: https://bit.ly/3xcXyMT
The China Syndrome: http://www.marketsinsiderpro.com/
India's China Syndrome: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Technostalgia" by Lazer Boomerang.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Technostalgia": https://www.youtube.com/shorts/9JrZ2rJaxQY

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Wed, 14 Sep 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1441 "Emerging markets burn through currency reserves as crisis risks grow," notes the Wall Street Journal. But what sticks in Mr. Jeff Snider's craw is that there's no mention as to why this is. "Emerging markets burn through currency reserves as crisis risks grow," notes the Wall Street Journal. But what sticks in Mr. Jeff Snider's craw is that there's no mention as to why this is. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Fed says, 'Quantitative Tightening does Nothing (QE too)' [Ep. 288, Eurodollar University] 288 288 Fed says, 'Quantitative Tightening does Nothing (QE too)' [Ep. 288, Eurodollar University] full 4ec6e294-71e7-40d9-83b2-4f8afac3a9ee https://share.transistor.fm/s/a2a1695c A study by the Federal Reserve finds that quantitative tightening has a statistically significant effect on rates and yields. Too bad the effect is IMMATERIAL in the EXTREME! Also, same study notes that quantitative easing is similarly a big, 'nothing burger' (their words; ok, ok - my words).

****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.

****EP. 288 REFERENCES****
How Many Rate Hikes Does Quantitative Tightening Equal?: https://bit.ly/3BwhD3y
The Infatuation With Fanciful Stories of Fascinating Bank Reserves: https://bit.ly/3xcXyMT
Supplying Treasury Nonsense: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Technostalgia" by Lazer Boomerang.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Technostalgia": https://www.youtube.com/shorts/9JrZ2rJaxQY

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> A study by the Federal Reserve finds that quantitative tightening has a statistically significant effect on rates and yields. Too bad the effect is IMMATERIAL in the EXTREME! Also, same study notes that quantitative easing is similarly a big, 'nothing burger' (their words; ok, ok - my words).

****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.

****EP. 288 REFERENCES****
How Many Rate Hikes Does Quantitative Tightening Equal?: https://bit.ly/3BwhD3y
The Infatuation With Fanciful Stories of Fascinating Bank Reserves: https://bit.ly/3xcXyMT
Supplying Treasury Nonsense: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Technostalgia" by Lazer Boomerang.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Technostalgia": https://www.youtube.com/shorts/9JrZ2rJaxQY

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Tue, 13 Sep 2022 07:00:00 -0400 Jeff Snider Jeff Snider 901 A study by the Federal Reserve finds that quantitative tightening has a statistically significant effect on rates and yields. Too bad the effect is IMMATERIAL in the EXTREME! A study by the Federal Reserve finds that quantitative tightening has a statistically significant effect on rates and yields. Too bad the effect is IMMATERIAL in the EXTREME! Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Systemic Banking Crisis Warnings for France, Sweden & Czech Rep. [Ep. 287, Eurodollar University] 287 287 Systemic Banking Crisis Warnings for France, Sweden & Czech Rep. [Ep. 287, Eurodollar University] full b87f34e1-5fd6-4fe0-9384-36335ba4cf58 https://share.transistor.fm/s/a9a97484 Three European countries entered 2022 already on their back-foot after triggering early warning indicators of systemic banking crisis. Then they were presented energy, consumer-price and war emergencies. Keep an eye on France, Sweden and the Czech Republic (plus S. Korea and Canada!).

****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.

****EP. 287 REFERENCES****
Early warning indicators of banking crises (expanding the family): https://bit.ly/3jFyffx
Early warning indicators of banking crises (online appendix): https://bit.ly/3uKq4or
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Technostalgia" by Lazer Boomerang.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Technostalgia": https://www.youtube.com/shorts/9JrZ2rJaxQY

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Three European countries entered 2022 already on their back-foot after triggering early warning indicators of systemic banking crisis. Then they were presented energy, consumer-price and war emergencies. Keep an eye on France, Sweden and the Czech Republic (plus S. Korea and Canada!).

****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.

****EP. 287 REFERENCES****
Early warning indicators of banking crises (expanding the family): https://bit.ly/3jFyffx
Early warning indicators of banking crises (online appendix): https://bit.ly/3uKq4or
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Technostalgia" by Lazer Boomerang.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Technostalgia": https://www.youtube.com/shorts/9JrZ2rJaxQY

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Mon, 12 Sep 2022 06:48:57 -0400 Jeff Snider Jeff Snider 1741 Three European countries entered 2022 already on their back-foot after triggering early warning indicators of systemic banking crisis. Then they were presented energy, consumer-price and war emergencies. Three European countries entered 2022 already on their back-foot after triggering early warning indicators of systemic banking crisis. Then they were presented energy, consumer-price and war emergencies. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Worst of the Eurodollar Downturn is Still Ahead [Ep. 286, Eurodollar University] 286 286 The Worst of the Eurodollar Downturn is Still Ahead [Ep. 286, Eurodollar University] full d98a58f5-2aa3-44e7-b16a-94fb5d693d9f https://share.transistor.fm/s/15997951 Economic accounts are bad, worldwide. The worst is ahead of us.

****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.

****EP. 286 REFERENCES****
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "First Horizon" by ELFL.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

ELFL: https://www.epidemicsound.com/artists/elfl/
"First Horizon": https://www.epidemicsound.com/track/YlWjWGbuEU/

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Economic accounts are bad, worldwide. The worst is ahead of us.

****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.

****EP. 286 REFERENCES****
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "First Horizon" by ELFL.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

ELFL: https://www.epidemicsound.com/artists/elfl/
"First Horizon": https://www.epidemicsound.com/track/YlWjWGbuEU/

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Fri, 09 Sep 2022 11:54:31 -0400 Jeff Snider Jeff Snider 1321 Economic accounts are bad, worldwide. The worst is ahead of us. Economic accounts are bad, worldwide. The worst is ahead of us. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Collateral Scarcity Explains Japanese Yen's Fall [Ep. 285, Eurodollar University] 285 285 Collateral Scarcity Explains Japanese Yen's Fall [Ep. 285, Eurodollar University] full c7617896-7008-4327-b084-dfe06fa7b0aa https://share.transistor.fm/s/b2149338 Repurchase agreement failures by America's Primary Dealers have moved step-for-step with Japan's yen for two years. As the tempo of musical (financial-collateral) chairs picks up (scarcity, scramble) the yen depreciates. We explain why and what it means.

****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.

****EP. 285 REFERENCES****
It's Not Just the Japanese Who Can't Afford to Wait for the Inevitable Truth: https://bit.ly/3QkvMos
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "First Horizon" by ELFL.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

ELFL: https://www.epidemicsound.com/artists/elfl/
"First Horizon": https://www.epidemicsound.com/track/YlWjWGbuEU/

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Repurchase agreement failures by America's Primary Dealers have moved step-for-step with Japan's yen for two years. As the tempo of musical (financial-collateral) chairs picks up (scarcity, scramble) the yen depreciates. We explain why and what it means.

****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.

****EP. 285 REFERENCES****
It's Not Just the Japanese Who Can't Afford to Wait for the Inevitable Truth: https://bit.ly/3QkvMos
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "First Horizon" by ELFL.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

ELFL: https://www.epidemicsound.com/artists/elfl/
"First Horizon": https://www.epidemicsound.com/track/YlWjWGbuEU/

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Tue, 06 Sep 2022 09:42:05 -0400 Jeff Snider Jeff Snider 1741 Repurchase agreement failures by America's Primary Dealers have moved step-for-step with Japan's yen for two years. As the tempo of musical chairs picks up the yen depreciates. Repurchase agreement failures by America's Primary Dealers have moved step-for-step with Japan's yen for two years. As the tempo of musical chairs picks up the yen depreciates. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Is a Post-Dollar World Coming—Soon? [Ep. 284, Eurodollar University] 284 284 Is a Post-Dollar World Coming—Soon? [Ep. 284, Eurodollar University] full 0abf02f8-ebf9-42a6-979b-be630e213d44 https://share.transistor.fm/s/3f8c6735 A Financial Times opinion column avers not only is a "post-dollar world coming" but that it is "near" and that the "decline could last... longer". We review the argument, disagree, and note no discussion of the global monetary order. Also, a prediction where the dollar is headed next.

****SPONSOR****
Purchase shares in great masterpieces from artists like Pablo Picasso, Banksy, Andy Warhol, and more. Skip the waitlist and invest in blue-chip art for the very first time by signing up for Masterworks: https://masterworks.art/eurodollar. See important Masterworks disclosures: https://www.masterworks.io/about/disclaimer.

****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.

****EP. 284 REFERENCES****
A post-dollar world is coming: https://on.ft.com/3eoCblx
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "First Horizon" by ELFL.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

ELFL: https://www.epidemicsound.com/artists/elfl/
"First Horizon": https://www.epidemicsound.com/track/YlWjWGbuEU/

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> A Financial Times opinion column avers not only is a "post-dollar world coming" but that it is "near" and that the "decline could last... longer". We review the argument, disagree, and note no discussion of the global monetary order. Also, a prediction where the dollar is headed next.

****SPONSOR****
Purchase shares in great masterpieces from artists like Pablo Picasso, Banksy, Andy Warhol, and more. Skip the waitlist and invest in blue-chip art for the very first time by signing up for Masterworks: https://masterworks.art/eurodollar. See important Masterworks disclosures: https://www.masterworks.io/about/disclaimer.

****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.

****EP. 284 REFERENCES****
A post-dollar world is coming: https://on.ft.com/3eoCblx
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "First Horizon" by ELFL.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

ELFL: https://www.epidemicsound.com/artists/elfl/
"First Horizon": https://www.epidemicsound.com/track/YlWjWGbuEU/

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Mon, 05 Sep 2022 09:40:10 -0400 Jeff Snider Jeff Snider 1740 A Financial Times opinion column avers not only is a "post-dollar world coming" but that it is "near" and that the "decline could last... longer". A Financial Times opinion column avers not only is a "post-dollar world coming" but that it is "near" and that the "decline could last... longer". Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No How to Know When the Fed will Stop Rate Hikes [Ep. 283, Eurodollar University] 283 283 How to Know When the Fed will Stop Rate Hikes [Ep. 283, Eurodollar University] full b9e30a73-e9b4-4f02-bc57-2e0e575eaa94 https://share.transistor.fm/s/17513fd9 When an emerging market central bank goes off-balance sheet to fight currency depreciation it means the world's monetary shortage has entered the next, more dangerous phase. The Indian rupee is at record lows against the United States dollar. This is neither the fault of India nor a consequence of the United States. It's all about the eurodollar system. Welcome to Hades.

****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.

****EP. 283 REFERENCES****
Forward Pivot: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "First Horizon" by ELFL.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

ELFL: https://www.epidemicsound.com/artists/elfl/
"First Horizon": https://www.epidemicsound.com/track/YlWjWGbuEU/

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> When an emerging market central bank goes off-balance sheet to fight currency depreciation it means the world's monetary shortage has entered the next, more dangerous phase. The Indian rupee is at record lows against the United States dollar. This is neither the fault of India nor a consequence of the United States. It's all about the eurodollar system. Welcome to Hades.

****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.

****EP. 283 REFERENCES****
Forward Pivot: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "First Horizon" by ELFL.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

ELFL: https://www.epidemicsound.com/artists/elfl/
"First Horizon": https://www.epidemicsound.com/track/YlWjWGbuEU/

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Fri, 02 Sep 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1081 In 2000 and 2006 the inversion of future 2-year rates and current 2-year rates correctly predicted when the Fed would stop hiking rates. Of course, the Fed had no idea it would stop -- markets knew it though. In 2000 and 2006 the inversion of future 2-year rates and current 2-year rates correctly predicted when the Fed would stop hiking rates. Of course, the Fed had no idea it would stop -- markets knew it though. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Rupee Low Represents the World Economy, not India [Ep. 282, Eurodollar University] 282 282 Rupee Low Represents the World Economy, not India [Ep. 282, Eurodollar University] full c58a99b6-1ced-416b-8f67-838fd31f5979 https://share.transistor.fm/s/7524b9d0 When an emerging market central bank goes off-balance sheet to fight currency depreciation it means the world's monetary shortage has entered the next, more dangerous phase. The Indian rupee is at record lows against the United States dollar. This is neither the fault of India nor a consequence of the United States. It's all about the eurodollar system. Welcome to Hades.

****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.

****EP. 282 REFERENCES****
Kicking and Screaming Into Deflationary Seas: https://bit.ly/3CHPFmg
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "First Horizon" by ELFL.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

ELFL: https://www.epidemicsound.com/artists/elfl/
"First Horizon": https://www.epidemicsound.com/track/YlWjWGbuEU/

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> When an emerging market central bank goes off-balance sheet to fight currency depreciation it means the world's monetary shortage has entered the next, more dangerous phase. The Indian rupee is at record lows against the United States dollar. This is neither the fault of India nor a consequence of the United States. It's all about the eurodollar system. Welcome to Hades.

****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.

****EP. 282 REFERENCES****
Kicking and Screaming Into Deflationary Seas: https://bit.ly/3CHPFmg
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "First Horizon" by ELFL.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

ELFL: https://www.epidemicsound.com/artists/elfl/
"First Horizon": https://www.epidemicsound.com/track/YlWjWGbuEU/

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Tue, 30 Aug 2022 14:57:51 -0400 Jeff Snider Jeff Snider 1561 When an emerging market central bank goes off-balance sheet to fight currency depreciation it means the world's monetary shortage has entered the next, more dangerous phase. When an emerging market central bank goes off-balance sheet to fight currency depreciation it means the world's monetary shortage has entered the next, more dangerous phase. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Why is Inflation in USA Higher than across World? [Ep. 281, Eurodollar University] 281 281 Why is Inflation in USA Higher than across World? [Ep. 281, Eurodollar University] full 2c01dbe8-1893-401b-a712-a8c2534e5411 https://share.transistor.fm/s/54bb3951 The San Francisco Fed reveals why US consumer prices accelerated more than other nations (i.e. stimulus checks). Also, the SF Fed explains why and when prices accelerated during 2020-22 (i.e. demand collapse and surge; supply shocks). At no point was it the Fed 'money printer go brr'.

****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.

****EP. 281 REFERENCES****
Why Is U.S. Inflation Higher than in Other Countries?: https://bit.ly/3CJZgt3
How Much Do Supply and Demand Drive Inflation?: https://bit.ly/3Riu9IZ
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "First Horizon" by ELFL.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

ELFL: https://www.epidemicsound.com/artists/elfl/
"First Horizon": https://www.epidemicsound.com/track/YlWjWGbuEU/

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> The San Francisco Fed reveals why US consumer prices accelerated more than other nations (i.e. stimulus checks). Also, the SF Fed explains why and when prices accelerated during 2020-22 (i.e. demand collapse and surge; supply shocks). At no point was it the Fed 'money printer go brr'.

****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.

****EP. 281 REFERENCES****
Why Is U.S. Inflation Higher than in Other Countries?: https://bit.ly/3CJZgt3
How Much Do Supply and Demand Drive Inflation?: https://bit.ly/3Riu9IZ
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "First Horizon" by ELFL.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

ELFL: https://www.epidemicsound.com/artists/elfl/
"First Horizon": https://www.epidemicsound.com/track/YlWjWGbuEU/

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Mon, 29 Aug 2022 10:33:58 -0400 Jeff Snider Jeff Snider 1860 The San Francisco Fed reveals why US consumer prices accelerated more than other nations. Also, the SF Fed explains why and when prices accelerated during 2020-22. The San Francisco Fed reveals why US consumer prices accelerated more than other nations. Also, the SF Fed explains why and when prices accelerated during 2020-22. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Treasury Bills: Never Miss an Opportunity to Miss an Opportunity [Ep. 280, Eurodollar University] 280 280 Treasury Bills: Never Miss an Opportunity to Miss an Opportunity [Ep. 280, Eurodollar University] full fed1ab83-8cff-4326-a58c-b218db57cce7 https://share.transistor.fm/s/12fcd4e7 The Treasury Bill is the most liquid capital market asset of the monetary system. Now the Federal Reserve's 'quantitative' 'tightening' could liquify the dehydrated system (making Bills market-available). But are they treating it as a monetary vulnerability that needs to be addressed?  Pfft.

****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.

****EP. 280 REFERENCES****
The Bill for QT: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Sweet Escape" by Aiyo.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Aiyo: https://www.epidemicsound.com/artists/aiyo/
"Sweet Escape": https://www.epidemicsound.com/track/weMm7AKjMY/

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> The Treasury Bill is the most liquid capital market asset of the monetary system. Now the Federal Reserve's 'quantitative' 'tightening' could liquify the dehydrated system (making Bills market-available). But are they treating it as a monetary vulnerability that needs to be addressed?  Pfft.

****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.

****EP. 280 REFERENCES****
The Bill for QT: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Sweet Escape" by Aiyo.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Aiyo: https://www.epidemicsound.com/artists/aiyo/
"Sweet Escape": https://www.epidemicsound.com/track/weMm7AKjMY/

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Thu, 25 Aug 2022 10:12:54 -0400 Jeff Snider Jeff Snider 1200 The Treasury Bill is the most liquid capital market asset of the monetary system. Now the Fed's 'quantitative' 'tightening' could liquify the dehydrated system. But are they treating it as a monetary vulnerability that needs to be addressed? Pfft. The Treasury Bill is the most liquid capital market asset of the monetary system. Now the Fed's 'quantitative' 'tightening' could liquify the dehydrated system. But are they treating it as a monetary vulnerability that needs to be addressed? Pfft. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China's Currency (had been) Suspiciously Stable [Ep. 279, Eurodollar University] 279 279 China's Currency (had been) Suspiciously Stable [Ep. 279, Eurodollar University] full 96e3d0fb-22fa-445f-a4c1-27a3feb593dd https://share.transistor.fm/s/f46247b7 China's economic results for July were "gruesome", the rest of the year not been much better. That's troubling enough but when the yuan doesn't move a scintilla for weeks it suggests the People's Bank of China is fighting hard to prevent a depreciation -- maybe even a devaluation?

****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.

****EP. 279 REFERENCES****
Beijing is tanking the domestic economy — and helping the world: https://on.ft.com/3QNQe2h
August data shows a still-struggling economy: https://bit.ly/3TcGXlM
Russell Napier: https://www.eri-c.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Sweet Escape" by Aiyo.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Aiyo: https://www.epidemicsound.com/artists/aiyo/
"Sweet Escape": https://www.epidemicsound.com/track/weMm7AKjMY/

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> China's economic results for July were "gruesome", the rest of the year not been much better. That's troubling enough but when the yuan doesn't move a scintilla for weeks it suggests the People's Bank of China is fighting hard to prevent a depreciation -- maybe even a devaluation?

****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.

****EP. 279 REFERENCES****
Beijing is tanking the domestic economy — and helping the world: https://on.ft.com/3QNQe2h
August data shows a still-struggling economy: https://bit.ly/3TcGXlM
Russell Napier: https://www.eri-c.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Sweet Escape" by Aiyo.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Aiyo: https://www.epidemicsound.com/artists/aiyo/
"Sweet Escape": https://www.epidemicsound.com/track/weMm7AKjMY/

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Wed, 24 Aug 2022 11:08:54 -0400 Jeff Snider Jeff Snider 2160 China's economic results for July were "gruesome". That's troubling enough but when the yuan doesn't move a scintilla for weeks it suggests the People's Bank of China is fighting hard to prevent a depreciation. China's economic results for July were "gruesome". That's troubling enough but when the yuan doesn't move a scintilla for weeks it suggests the People's Bank of China is fighting hard to prevent a depreciation. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Lithium Market Fundamentals and Outlook [Ep. 278] 278 278 Lithium Market Fundamentals and Outlook [Ep. 278] full 1e2bde16-aeb1-4583-9562-dd9e3fc3a694 https://share.transistor.fm/s/b36aa88e Is there an unstoppable transformation—à la the internet in the 1990s—taking place in mining, minerals and energy? What are the supply and demand fundamentals for lithium?  Where might an investor look to place some medium- to long-term bets? Is the time now, or is it still a bit early?

****EP. 278 REFERENCES****
Sean Maher Website: https://www.entext.com/
Sean Maher Twitter: https://twitter.com/smaherlon
Sean Maher LinkedIn: https://www.linkedin.com/in/seanmahereconomist/

****THE EPISODES****
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Daniel Want, CIO of Prerequisite Capital Management. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Sweet Escape" by Aiyo.

****FIND THE TEAM****
Daniel: https://www.prerequisite.com.au/
Daniel: https://mobile.twitter.com/danieljwant

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Aiyo: https://www.epidemicsound.com/artists/aiyo/
"Sweet Escape": https://www.epidemicsound.com/track/weMm7AKjMY/

]]> Is there an unstoppable transformation—à la the internet in the 1990s—taking place in mining, minerals and energy? What are the supply and demand fundamentals for lithium?  Where might an investor look to place some medium- to long-term bets? Is the time now, or is it still a bit early?

****EP. 278 REFERENCES****
Sean Maher Website: https://www.entext.com/
Sean Maher Twitter: https://twitter.com/smaherlon
Sean Maher LinkedIn: https://www.linkedin.com/in/seanmahereconomist/

****THE EPISODES****
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Daniel Want, CIO of Prerequisite Capital Management. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Sweet Escape" by Aiyo.

****FIND THE TEAM****
Daniel: https://www.prerequisite.com.au/
Daniel: https://mobile.twitter.com/danieljwant

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Aiyo: https://www.epidemicsound.com/artists/aiyo/
"Sweet Escape": https://www.epidemicsound.com/track/weMm7AKjMY/

]]> Tue, 23 Aug 2022 11:20:23 -0400 Jeff Snider Jeff Snider 2880 Is there an unstoppable transformation taking place in mining, minerals and energy? What are the supply and demand fundamentals for lithium? Where might an investor look to place some bets? Is the time now? Is there an unstoppable transformation taking place in mining, minerals and energy? What are the supply and demand fundamentals for lithium? Where might an investor look to place some bets? Is the time now? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Warning: Oil Moving Rapidly to "Contango" [Ep. 277, Eurodollar University] 277 277 Warning: Oil Moving Rapidly to "Contango" [Ep. 277, Eurodollar University] full e1d63c2d-a893-47da-9bf3-9f347bfef264 https://share.transistor.fm/s/4834f8cf The calendar spread (1- and 3-month) in the oil futures market (West Texas Intermediate) is compressing and is THIS close to being in contango. That would be the oil market saying, 'We don't see the demand. Keep your barrels—don't call us, we'll call you.'

****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.

****EP. 277 REFERENCES****
Crude Flattened By Flattening: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Sweet Escape" by Aiyo.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Aiyo: https://www.epidemicsound.com/artists/aiyo/
"Sweet Escape": https://www.epidemicsound.com/track/weMm7AKjMY/

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> The calendar spread (1- and 3-month) in the oil futures market (West Texas Intermediate) is compressing and is THIS close to being in contango. That would be the oil market saying, 'We don't see the demand. Keep your barrels—don't call us, we'll call you.'

****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.

****EP. 277 REFERENCES****
Crude Flattened By Flattening: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Sweet Escape" by Aiyo.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Aiyo: https://www.epidemicsound.com/artists/aiyo/
"Sweet Escape": https://www.epidemicsound.com/track/weMm7AKjMY/

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Sun, 21 Aug 2022 10:58:14 -0400 Jeff Snider Jeff Snider 1260 The calendar spread in the oil futures market is compressing and is THIS close to being in contango. That would be the oil market saying, 'We don't see the demand.' The calendar spread in the oil futures market is compressing and is THIS close to being in contango. That would be the oil market saying, 'We don't see the demand.' Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global Money Scarcity Observed in Recent 1 Month Treasury Auction [Ep. 276, Eurodollar University] 276 276 Global Money Scarcity Observed in Recent 1 Month Treasury Auction [Ep. 276, Eurodollar University] full a4b70aa1-78fe-4d78-8d5d-9cfc4a988121 https://share.transistor.fm/s/99fd8947 A recent US Treasury auction for one-month Treasury Bills showed heavy premiums paid by the market to secure the global monetary system's most desired financial collateral. It signals ongoing collateral / credit / money scarcity, so says Ben Bernanke (in a roundabout way).

****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.

****EP. 276 REFERENCES****
Welcome to the Worst Kind of Party: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> A recent US Treasury auction for one-month Treasury Bills showed heavy premiums paid by the market to secure the global monetary system's most desired financial collateral. It signals ongoing collateral / credit / money scarcity, so says Ben Bernanke (in a roundabout way).

****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.

****EP. 276 REFERENCES****
Welcome to the Worst Kind of Party: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Wed, 17 Aug 2022 11:06:43 -0400 Jeff Snider Jeff Snider 1320 A recent US Treasury auction for one-month Treasury Bills showed heavy premiums paid by the market to secure the global monetary system's most desired financial collateral. It signals ongoing money scarcity. A recent US Treasury auction for one-month Treasury Bills showed heavy premiums paid by the market to secure the global monetary system's most desired financial collateral. It signals ongoing money scarcity. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No European Sovereign Debt Crisis - is it Back? [Ep. 275, Eurodollar University] 275 275 European Sovereign Debt Crisis - is it Back? [Ep. 275, Eurodollar University] full f5f0e877-5f3a-47c0-bcbe-0ee290c02cb4 https://share.transistor.fm/s/686f420e The European Sovereign Debt Crisis of 2011-12 was the final nail in the post-Cold War Globalization coffin; it proved beyond a doubt that a global money/credit/collateral crisis was not a one-time event (the GFC) but a permanent, reoccurring disorder. Now, it maybe back.


****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.

****EP. 275 REFERENCES****
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> The European Sovereign Debt Crisis of 2011-12 was the final nail in the post-Cold War Globalization coffin; it proved beyond a doubt that a global money/credit/collateral crisis was not a one-time event (the GFC) but a permanent, reoccurring disorder. Now, it maybe back.


****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.

****EP. 275 REFERENCES****
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Tue, 16 Aug 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1800 The European Sovereign Debt Crisis was the final nail in the post-Cold War Globalization coffin; it proved beyond a doubt that a global money/credit/collateral crisis was not a one-time event. Now, it maybe back. The European Sovereign Debt Crisis was the final nail in the post-Cold War Globalization coffin; it proved beyond a doubt that a global money/credit/collateral crisis was not a one-time event. Now, it maybe back. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No NYTimes Opinion: Economy a Collection of Vibes, Feelings [Ep. 274, Eurodollar University] 274 274 NYTimes Opinion: Economy a Collection of Vibes, Feelings [Ep. 274, Eurodollar University] full 0056037b-a157-4600-bac2-f648be5cbf0f https://share.transistor.fm/s/ce7e6919 If you all feel bad about the economy than the economy will be bad and you all are acting weird, so says a recent New York Times opinion column. We discuss whether concrete economic signals / data precede "vibes". Also, is the Federal Reserve the key "vibes" emitter?

****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.

****EP. 274 REFERENCES****
The Vibes in the Economy Are … Weird. Really Weird.: https://nyti.ms/3dzG2vi
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> If you all feel bad about the economy than the economy will be bad and you all are acting weird, so says a recent New York Times opinion column. We discuss whether concrete economic signals / data precede "vibes". Also, is the Federal Reserve the key "vibes" emitter?

****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.

****EP. 274 REFERENCES****
The Vibes in the Economy Are … Weird. Really Weird.: https://nyti.ms/3dzG2vi
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.

****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Mon, 15 Aug 2022 11:40:04 -0400 Jeff Snider Jeff Snider 1440 If you all feel bad about the economy than the economy will be bad -- and you all are acting weird, so says a recent New York Times opinion column. If you all feel bad about the economy than the economy will be bad -- and you all are acting weird, so says a recent New York Times opinion column. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Fed Created the Repo Market, then Ignored it [Ep. 273, Eurodollar University] 273 273 The Fed Created the Repo Market, then Ignored it [Ep. 273, Eurodollar University] full 32954b01-5b35-4d80-9718-6ead65c67afe https://share.transistor.fm/s/a974fe61 Today the repurchase agreement is the backstop, the 'lender of last resort', for the global monetary system. Over a century ago it was the Federal Reserve that created the repo market. But funnily enough, since its creation they have largely ignored it.

****SPONSOR****
Purchase shares in great masterpieces from artists like Pablo Picasso, Banksy, Andy Warhol, and more. Skip the waitlist and invest in blue-chip art for the very first time by signing up for Masterworks: https://masterworks.art/eurodollar

See important Masterworks disclosures: https://www.masterworks.io/about/disclaimer

****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.

****EP. 273 REFERENCES****
Why Does the Fed Spend So Little Time On the Past?: https://bit.ly/3vUB6HW
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Beverly Hills Cop 2022" by Lazer Boomerang.


****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Beverly Hills Cop 2022": https://www.youtube.com/shorts/fqK908oE208

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Today the repurchase agreement is the backstop, the 'lender of last resort', for the global monetary system. Over a century ago it was the Federal Reserve that created the repo market. But funnily enough, since its creation they have largely ignored it.

****SPONSOR****
Purchase shares in great masterpieces from artists like Pablo Picasso, Banksy, Andy Warhol, and more. Skip the waitlist and invest in blue-chip art for the very first time by signing up for Masterworks: https://masterworks.art/eurodollar

See important Masterworks disclosures: https://www.masterworks.io/about/disclaimer

****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.

****EP. 273 REFERENCES****
Why Does the Fed Spend So Little Time On the Past?: https://bit.ly/3vUB6HW
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Beverly Hills Cop 2022" by Lazer Boomerang.


****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Beverly Hills Cop 2022": https://www.youtube.com/shorts/fqK908oE208

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Wed, 10 Aug 2022 12:03:42 -0400 Jeff Snider Jeff Snider 1260 Today the repurchase agreement is the backstop, the 'lender of last resort', for the global monetary system. Over a century ago it was the Federal Reserve that created the repo market. Since its creation they have largely ignored it. Today the repurchase agreement is the backstop, the 'lender of last resort', for the global monetary system. Over a century ago it was the Federal Reserve that created the repo market. Since its creation they have largely ignored it. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No 09-Aug-2007: The Day of Economic Infamy [Ep. 272, Eurodollar University] 272 272 09-Aug-2007: The Day of Economic Infamy [Ep. 272, Eurodollar University] full 5f7cce20-434f-4b34-96a1-cf0294c4313c https://share.transistor.fm/s/19798bcf On August 9, 2007 the second largest bank in Europe - BNP Paribas - kicked off the Global Financial Crisis (2007-09) and the Silent Depression (2007-2?). It started with three illiquid money market funds.

****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.

****EP. 272 REFERENCES****
What's Lacking Right Now Is the Fed's Will To Act: https://bit.ly/3QaHR0e
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Beverly Hills Cop 2022" by Lazer Boomerang.


****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Beverly Hills Cop 2022": https://www.youtube.com/shorts/fqK908oE208

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> On August 9, 2007 the second largest bank in Europe - BNP Paribas - kicked off the Global Financial Crisis (2007-09) and the Silent Depression (2007-2?). It started with three illiquid money market funds.

****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.

****EP. 272 REFERENCES****
What's Lacking Right Now Is the Fed's Will To Act: https://bit.ly/3QaHR0e
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Beverly Hills Cop 2022" by Lazer Boomerang.


****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Beverly Hills Cop 2022": https://www.youtube.com/shorts/fqK908oE208

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Tue, 09 Aug 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1920 On August 9, 2007 the second largest bank in Europe - BNP Paribas - kicked off the Global Financial Crisis and the Silent Depression. On August 9, 2007 the second largest bank in Europe - BNP Paribas - kicked off the Global Financial Crisis and the Silent Depression. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Payroll Report says US Economy Great (but that's wrong) [Ep. 271, Eurodollar University] 271 271 Payroll Report says US Economy Great (but that's wrong) [Ep. 271, Eurodollar University] full ac961c0c-e1f4-4b03-96ed-d031e534527c https://share.transistor.fm/s/4dd7a61f The Payroll Report (Establishment Survey) is not wrong but it is inappropriate. Heavy statistical dampening prevents the payroll report from showing economic inflections. Meanwhile, the Household Survey - note statistically constrained - is emitting recession warnings.

****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.

****EP. 271 REFERENCES****
Same Labor, Different Worlds: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Beverly Hills Cop 2022" by Lazer Boomerang.


****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Beverly Hills Cop 2022": https://www.youtube.com/shorts/fqK908oE208

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> The Payroll Report (Establishment Survey) is not wrong but it is inappropriate. Heavy statistical dampening prevents the payroll report from showing economic inflections. Meanwhile, the Household Survey - note statistically constrained - is emitting recession warnings.

****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.

****EP. 271 REFERENCES****
Same Labor, Different Worlds: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Beverly Hills Cop 2022" by Lazer Boomerang.


****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Beverly Hills Cop 2022": https://www.youtube.com/shorts/fqK908oE208

****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Sun, 07 Aug 2022 13:34:57 -0400 Jeff Snider Jeff Snider 1380 The Payroll Report is not wrong but it is inappropriate. Heavy statistical dampening prevents the payroll report from showing economic inflections. The Payroll Report is not wrong but it is inappropriate. Heavy statistical dampening prevents the payroll report from showing economic inflections. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Correcting Economists: Term Premiums Nain't a Thing [Ep. 270, Eurodollar University] 270 270 Correcting Economists: Term Premiums Nain't a Thing [Ep. 270, Eurodollar University] full 8c07f128-51b8-4b6e-a3d6-e02ea195d6d5 https://share.transistor.fm/s/2cdf0262 Central bankers use ‘Term Premia’ to cover for their grave, fundamental mistakes: A) not understanding bond markets, and B) putting themselves at the center of the monetary system.

****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.

****EP. 270 REFERENCES****
More than Model Error: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Beverly Hills Cop 2022" by Lazer Boomerang.


****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Beverly Hills Cop 2022": https://www.youtube.com/shorts/fqK908oE208


****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Central bankers use ‘Term Premia’ to cover for their grave, fundamental mistakes: A) not understanding bond markets, and B) putting themselves at the center of the monetary system.

****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.

****EP. 270 REFERENCES****
More than Model Error: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV

****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Beverly Hills Cop 2022" by Lazer Boomerang.


****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Beverly Hills Cop 2022": https://www.youtube.com/shorts/fqK908oE208


****DISCLOSURES****
Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Mon, 01 Aug 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1080 Central bankers use ‘Term Premia’ to cover for their grave, fundamental mistakes. Central bankers use ‘Term Premia’ to cover for their grave, fundamental mistakes. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No ECB Rate Hike is Kiss of Economic Death [Ep. 269, Eurodollar University] 269 269 ECB Rate Hike is Kiss of Economic Death [Ep. 269, Eurodollar University] full 00b1cab7-3fc1-441f-875e-4a931de32f85 https://share.transistor.fm/s/6668b9ce The European Central Bank raised rates in July 2008 because consumer prices were too high; the Global Financial Crisis climax came next. They did it again, in July 2011, for the same reason; the European Sovereign Debt crisis appeared shortly after. Here we go again, a July 2022 rate hike, same reasons; what happens next?

****EP. 269 REFERENCES****
A European Rate Hike Is the Global Economy's Kiss of Death: https://bit.ly/3S7hCcu
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Beverly Hills Cop 2022" by Lazer Boomerang.


****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Beverly Hills Cop 2022": https://www.youtube.com/shorts/fqK908oE208


****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.

Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> The European Central Bank raised rates in July 2008 because consumer prices were too high; the Global Financial Crisis climax came next. They did it again, in July 2011, for the same reason; the European Sovereign Debt crisis appeared shortly after. Here we go again, a July 2022 rate hike, same reasons; what happens next?

****EP. 269 REFERENCES****
A European Rate Hike Is the Global Economy's Kiss of Death: https://bit.ly/3S7hCcu
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


****THE TEAM****
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Beverly Hills Cop 2022" by Lazer Boomerang.


****FIND THE TEAM****
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Beverly Hills Cop 2022": https://www.youtube.com/shorts/fqK908oE208


****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.

Emil Kalinowski is acting as three-ring circus ring master; he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket that comes with those fancy nuts. El señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on le monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY! Even if you do the opposite of o senhor Kalinowski's 'advice' you will ALSO lose money -- it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). The Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Sun, 31 Jul 2022 09:20:29 -0400 Jeff Snider Jeff Snider 1740 The European Central Bank raised rates in July 2008 and July 2011 because consumer prices were too high. The Global Financial and European Sovereign Debt crises exploded thereafter. They did it again, for the same reasons: July 2022. The European Central Bank raised rates in July 2008 and July 2011 because consumer prices were too high. The Global Financial and European Sovereign Debt crises exploded thereafter. They did it again, for the same reasons: July 2022. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Fed Official: Inverted curve means Fed is awesome [Ep. 268, Eurodollar University] 268 268 Fed Official: Inverted curve means Fed is awesome [Ep. 268, Eurodollar University] full 67b2bfad-8fb2-435e-89b8-689e99345700 https://share.transistor.fm/s/0cf0d08f James Bullard, St. Louis Fed chief, says the yield curve is twisted by the inflation surge, and may not be a recession message. Indeed, markets are twisting it because they have confidence the central bank will get control of consumer prices.

----EP. 268 REFERENCES----
Derby’s Take: Fed’s Bullard Says Yield-Curve Signal Might Not Be So Ominous: https://on.wsj.com/3PNKFAc
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Beverly Hills Cop 2022" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Beverly Hills Cop 2022": https://www.youtube.com/shorts/fqK908oE208


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> James Bullard, St. Louis Fed chief, says the yield curve is twisted by the inflation surge, and may not be a recession message. Indeed, markets are twisting it because they have confidence the central bank will get control of consumer prices.

----EP. 268 REFERENCES----
Derby’s Take: Fed’s Bullard Says Yield-Curve Signal Might Not Be So Ominous: https://on.wsj.com/3PNKFAc
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Beverly Hills Cop 2022" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Beverly Hills Cop 2022": https://www.youtube.com/shorts/fqK908oE208


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Sat, 30 Jul 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1500 A Fed official says the yield curve is twisted because markets are confident the central bank will get control of consumer prices. A Fed official says the yield curve is twisted because markets are confident the central bank will get control of consumer prices. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No In 1982 the Fed missed an opportunity; it still haunts us [Ep. 267, Eurodollar University] 267 267 In 1982 the Fed missed an opportunity; it still haunts us [Ep. 267, Eurodollar University] full 201700c5-17b3-4065-b5f3-b8eb60bfb8e2 https://share.transistor.fm/s/adb07e59 On May 20, 1982 the Fed held an emergency conference call for which transcripts are missing (on purpose? by accident?) to solve the "Drysdale Problem". They 'solved' it by focusing on the trees and ignoring the forest.

----EP. 267 REFERENCES----
Since When Does the Fed Funds Rate Have Anything To Do With Anything?: https://bit.ly/3ougulL
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Beverly Hills Cop 2022" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Beverly Hills Cop 2022": https://www.youtube.com/shorts/fqK908oE208


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> On May 20, 1982 the Fed held an emergency conference call for which transcripts are missing (on purpose? by accident?) to solve the "Drysdale Problem". They 'solved' it by focusing on the trees and ignoring the forest.

----EP. 267 REFERENCES----
Since When Does the Fed Funds Rate Have Anything To Do With Anything?: https://bit.ly/3ougulL
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Beverly Hills Cop 2022" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Beverly Hills Cop 2022": https://www.youtube.com/shorts/fqK908oE208


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Mon, 25 Jul 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1560 On May 20, 1982 the Fed held an emergency conference call for which transcripts are missing (on purpose? by accident?) to solve the "Drysdale Problem". On May 20, 1982 the Fed held an emergency conference call for which transcripts are missing (on purpose? by accident?) to solve the "Drysdale Problem". Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Hunting for Signs of US dollar shortages in Japan [Ep. 266, Eurodollar University] 266 266 Hunting for Signs of US dollar shortages in Japan [Ep. 266, Eurodollar University] full 672f3fe4-7864-446d-b23e-1d8dd22f2166 https://share.transistor.fm/s/5f0a1a2a What if Japan's bond and currency markets aren't really about Japan at all?

----EP. 266 REFERENCES----
Global Euro$ Confirmation: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Beverly Hills Cop 2022" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Beverly Hills Cop 2022": https://www.youtube.com/shorts/fqK908oE208


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> What if Japan's bond and currency markets aren't really about Japan at all?

----EP. 266 REFERENCES----
Global Euro$ Confirmation: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Beverly Hills Cop 2022" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Beverly Hills Cop 2022": https://www.youtube.com/shorts/fqK908oE208


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Sun, 24 Jul 2022 09:07:29 -0400 Jeff Snider Jeff Snider 1380 What if Japan's bond and currency markets aren't really about Japan at all? What if Japan's bond and currency markets aren't really about Japan at all? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No When Global Banks Won't TIC [Ep. 265, Eurodollar University] 265 265 When Global Banks Won't TIC [Ep. 265, Eurodollar University] full 697d195c-47d6-4b09-b364-8ae52e863b03 https://share.transistor.fm/s/028fc13f The US Treasury Department's Treasury International Capital report for the wild month of May 2022 goes a long way to describing our current economic and monetary predicament. 


----EP. 265 REFERENCES----
When Global Banks Won't TIC: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Beverly Hills Cop 2022" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Beverly Hills Cop 2022": https://www.youtube.com/shorts/fqK908oE208


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> The US Treasury Department's Treasury International Capital report for the wild month of May 2022 goes a long way to describing our current economic and monetary predicament. 


----EP. 265 REFERENCES----
When Global Banks Won't TIC: http://www.marketsinsiderpro.com/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Beverly Hills Cop 2022" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Beverly Hills Cop 2022": https://www.youtube.com/shorts/fqK908oE208


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Sat, 23 Jul 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1380 The US Treasury Department's Treasury International Capital report for the wild month of May 2022 goes a long way to describing our current economic and monetary predicament. The US Treasury Department's Treasury International Capital report for the wild month of May 2022 goes a long way to describing our current economic and monetary predicament. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Eurodollar Curve Inversion is DESPERATE, and DEEP [Ep. 264, Eurodollar University] 264 264 Eurodollar Curve Inversion is DESPERATE, and DEEP [Ep. 264, Eurodollar University] full 86808be5-cf66-4e00-a11b-26d7046379e2 https://share.transistor.fm/s/19539d48 On December 1, 2021 the Eurodollar Futures yield curve inverted by a single basis point, which set off recession warning sirens, claxons and clucking at Eurodollar University. Now? The curve is 120 basis points inverted - a warning that something more than 'just a recession' is plausible (possible? probable?!!!!!!).


----SPONSOR----
Purchase shares in great masterpieces from artists like Pablo Picasso, Banksy, Andy Warhol, and more.  Skip the waitlist and invest in blue-chip art for the very first time by signing up for Masterworks: https://masterworks.art/eurodollar
See important Masterworks disclosures: https://www.masterworks.io/about/disclaimer

----EP. 264 REFERENCES----
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> On December 1, 2021 the Eurodollar Futures yield curve inverted by a single basis point, which set off recession warning sirens, claxons and clucking at Eurodollar University. Now? The curve is 120 basis points inverted - a warning that something more than 'just a recession' is plausible (possible? probable?!!!!!!).


----SPONSOR----
Purchase shares in great masterpieces from artists like Pablo Picasso, Banksy, Andy Warhol, and more.  Skip the waitlist and invest in blue-chip art for the very first time by signing up for Masterworks: https://masterworks.art/eurodollar
See important Masterworks disclosures: https://www.masterworks.io/about/disclaimer

----EP. 264 REFERENCES----
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Wed, 20 Jul 2022 11:45:47 -0400 Jeff Snider Jeff Snider 960 On December 1, 2021 the Eurodollar Futures yield curve inverted by a single basis point. Now? The curve is 120 basis points inverted - a warning that something more than 'just a recession' approaches. On December 1, 2021 the Eurodollar Futures yield curve inverted by a single basis point. Now? The curve is 120 basis points inverted - a warning that something more than 'just a recession' approaches. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Yield Curve Inversion 'Infection' Spreading [Ep. 263, Eurodollar University] 263 263 Yield Curve Inversion 'Infection' Spreading [Ep. 263, Eurodollar University] full 92531aae-9f10-43cd-bf0e-da1f3b3e3b8f https://share.transistor.fm/s/145a01ae The US Treasury yield curve continues to spread and has reached the 52-week bill. The Fed is being told by the market it will be CUTTING rates, soon.


----EP. 263 REFERENCES----
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> The US Treasury yield curve continues to spread and has reached the 52-week bill. The Fed is being told by the market it will be CUTTING rates, soon.


----EP. 263 REFERENCES----
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Mon, 18 Jul 2022 14:50:33 -0400 Jeff Snider Jeff Snider 1080 The US Treasury yield curve continues to spread and has reached the 52-week bill. The Fed is being told by the market it will be CUTTING rates, soon. The US Treasury yield curve continues to spread and has reached the 52-week bill. The Fed is being told by the market it will be CUTTING rates, soon. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Why Are Foreigners Happy with Bond 'Losses'? [Ep. 262, Eurodollar University] 262 262 Why Are Foreigners Happy with Bond 'Losses'? [Ep. 262, Eurodollar University] full b5a7cedb-da99-4b94-adab-e91b35f8c50c https://share.transistor.fm/s/2855922a Foreign institutions have been merrily losing money on US Treasury holdings for years, buying high and selling low - are they insane? No, their investment behavior reveals that these bonds are used for managing risk, global systemic risk.


----EP. 262 REFERENCES----
The Rest of the World's Dollar-Weighted Return on U.S. Treasurys: http://www.nber.org/papers/w30089
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Foreign institutions have been merrily losing money on US Treasury holdings for years, buying high and selling low - are they insane? No, their investment behavior reveals that these bonds are used for managing risk, global systemic risk.


----EP. 262 REFERENCES----
The Rest of the World's Dollar-Weighted Return on U.S. Treasurys: http://www.nber.org/papers/w30089
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Sun, 17 Jul 2022 11:36:16 -0400 Jeff Snider Jeff Snider 960 Foreign institutions have been merrily losing money on US Treasury holdings for years, buying high and selling low - are they insane? No. Foreign institutions have been merrily losing money on US Treasury holdings for years, buying high and selling low - are they insane? No. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Economist Reviews Pandemic Goods Boom 2020-22 [Eurodollar University, Ep. 261] 261 261 The Economist Reviews Pandemic Goods Boom 2020-22 [Eurodollar University, Ep. 261] full aa520262-0c01-4bb4-8937-e41f6bf9498c https://share.transistor.fm/s/5fb845a4 The Economist recounts how the pandemic led to a goods-consumption-boom and whether post-pandemic economics means normalization, or a services boom or a recession.


----EP. 261 REFERENCES----
Could a shift from goods to services ease inflation?: https://econ.st/3OYNOwQ
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> The Economist recounts how the pandemic led to a goods-consumption-boom and whether post-pandemic economics means normalization, or a services boom or a recession.


----EP. 261 REFERENCES----
Could a shift from goods to services ease inflation?: https://econ.st/3OYNOwQ
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Mon, 11 Jul 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1020 The Economist recounts how the pandemic led to a goods-consumption-boom and whether post-pandemic economics means normalization, or a services boom or a recession. The Economist recounts how the pandemic led to a goods-consumption-boom and whether post-pandemic economics means normalization, or a services boom or a recession. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Economist Notes UK's Economy was Maimed 15 Years Ago [Eurodollar University, Ep. 260] 260 260 Economist Notes UK's Economy was Maimed 15 Years Ago [Eurodollar University, Ep. 260] full d1248943-3041-4596-b086-63746f1ad288 https://share.transistor.fm/s/c6074e74 The Economist admits to, warns of and draws attention to Britain's 15-year economic depression, labeling it a "slow-burning crisis", "long-standing", "stagnation nation" and "a chronic disease". There are many devastating socioeconomic, geopolitical consequences. It's not just Britain, it's the world.


----EP. 260 REFERENCES----
Low economic growth is a slow-burning crisis for Britain: https://econ.st/3nObojJ
Britain’s productivity problem is long-standing and getting worse: https://econ.st/3NVpvOM
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> The Economist admits to, warns of and draws attention to Britain's 15-year economic depression, labeling it a "slow-burning crisis", "long-standing", "stagnation nation" and "a chronic disease". There are many devastating socioeconomic, geopolitical consequences. It's not just Britain, it's the world.


----EP. 260 REFERENCES----
Low economic growth is a slow-burning crisis for Britain: https://econ.st/3nObojJ
Britain’s productivity problem is long-standing and getting worse: https://econ.st/3NVpvOM
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Sun, 10 Jul 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1860 The Economist draws attention to Britain's 15-year economic "slow-burning crisis" its "long-standing" economic "chronic disease". The Economist draws attention to Britain's 15-year economic "slow-burning crisis" its "long-standing" economic "chronic disease". Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Employment, US Dollar and European Bonds with Steve van Metre [Eurodollar University, Ep. 259] 259 259 Employment, US Dollar and European Bonds with Steve van Metre [Eurodollar University, Ep. 259] full 7af6906c-36d2-420b-a7b8-0d602f4a65b9 https://share.transistor.fm/s/cc0ed12b The US labor market offers both optimistic and pessimistic data points regarding the economic outlook. Does the value of the US dollar break the tie? How do sovereign bond yields in Europe fit into the picture?


----EP. 259 REFERENCES----
Steve Van Metre: http://www.portfolioshield.net/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> The US labor market offers both optimistic and pessimistic data points regarding the economic outlook. Does the value of the US dollar break the tie? How do sovereign bond yields in Europe fit into the picture?


----EP. 259 REFERENCES----
Steve Van Metre: http://www.portfolioshield.net/
RealClear Markets 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
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podvine: https://bit.ly/3lt5NiH
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic: https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Sat, 09 Jul 2022 08:36:05 -0400 Jeff Snider Jeff Snider 1440 The US labor market offers both optimistic and pessimistic data points regarding the economic outlook. Does the value of the US dollar break the tie? The US labor market offers both optimistic and pessimistic data points regarding the economic outlook. Does the value of the US dollar break the tie? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No They Wouldn't Listen! Jeff Snider with Steve van Metre [Eurodollar University, Ep. 258] 258 258 They Wouldn't Listen! Jeff Snider with Steve van Metre [Eurodollar University, Ep. 258] full f8cf6087-4f8e-464d-92a6-a0068f5d9339 https://share.transistor.fm/s/06bc3e77 Steven Van Metre and Jeff Snider have partnered together to bring financial information, investment advice and monetary education to the public.


----EP. 258 REFERENCES----
Steve Van Metre: http://www.portfolioshield.net/
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Steven Van Metre and Jeff Snider have partnered together to bring financial information, investment advice and monetary education to the public.


----EP. 258 REFERENCES----
Steve Van Metre: http://www.portfolioshield.net/
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Emperor Eurodollar. Emil Kalinowski, Ceremony Master. David Parkins, Illustrator Deus. Audio and video editor, Terence. Episode intro/outro music is "Neon Dreams" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://www.eurodollar.university/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Neon Dreams": https://youtu.be/8vk_pnHbeZ4


-------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.

Emil Kalinowski is acting as three-ring circus ring master, he can neither confirm nor deny the presence of nuclear weapons on this show. Mister Kalinowski is neither employed by AFA nor does he receive any compensation from AFA -- not even the expensive gift basket comes with those fancy nuts. Señor Kalinowski does not offer investment advice. Nevertheless should you torture a statement by him into taking on the form of advice, or perhaps the shape of a suggestion -- let's even say a contortion resembling a hint -- AND then act on monsieur Kalinowski's 'recommendations'?  Well, YOU WILL LOSE MONEY. Even if you do the opposite of signore Kalinowski's 'advice' you will ALSO lose money - it is some kind of a paradox (both the National Aeronautics and Space Administration and Securities and Exchange Commission are investigating). Induna Kalinowski's only guidance is that you do not listen to him for any purpose other than deep, rapid eye movement sleep.

]]> Fri, 08 Jul 2022 06:53:43 -0400 Jeff Snider Jeff Snider 1620 Steven Van Metre and Jeff Snider have partnered together to bring financial information, investment advice and monetary education to the public. Steven Van Metre and Jeff Snider have partnered together to bring financial information, investment advice and monetary education to the public. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The New York Fed DSGE Model Forecast: Recession [Eurodollar University, Ep. 257] 257 257 The New York Fed DSGE Model Forecast: Recession [Eurodollar University, Ep. 257] full 4cd1ae10-c384-4d2b-8d6b-215c4ce3c7a2 https://share.transistor.fm/s/831776a0 The Federal Reserve Bank of New York is forecasting the median result of its model predicts negative output growth in 2022 and 2023.


----EP. 257 REFERENCES----
Sorry Chairman Powell, Even FRBNY Now Has To Forecast Serious and Seriously Rising Recession Risk: https://bit.ly/39Syy5p
The New York Fed DSGE Model Forecast—June 2022: https://nyfed.org/3OmvQUP
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> The Federal Reserve Bank of New York is forecasting the median result of its model predicts negative output growth in 2022 and 2023.


----EP. 257 REFERENCES----
Sorry Chairman Powell, Even FRBNY Now Has To Forecast Serious and Seriously Rising Recession Risk: https://bit.ly/39Syy5p
The New York Fed DSGE Model Forecast—June 2022: https://nyfed.org/3OmvQUP
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> Thu, 30 Jun 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1020 The Federal Reserve Bank of New York is forecasting the median result of its model predicts negative output growth in 2022 and 2023. The Federal Reserve Bank of New York is forecasting the median result of its model predicts negative output growth in 2022 and 2023. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Washington DC Stimulus + Fed Printing = Stagnation [Eurodollar University, Ep. 256] 256 256 Washington DC Stimulus + Fed Printing = Stagnation [Eurodollar University, Ep. 256] full d38b8555-ded9-4581-95f0-100614500bc2 https://share.transistor.fm/s/9e1517a5 A comprehensive report by the Federal Reserve - the Financial Accounts of the US - reveals that there has been no material change in rate of money creation. Not in the US (on par with an incrementally increasing but still PATHETIC 2007-21 trend), not in the rest of the world (equal to 2007-21 garbage rates).


----EP. 256 REFERENCES----
The Everything Data’s (Z1) Verdict: Not Inflation, Only More Of The Same: https://bit.ly/3QOKllW
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> A comprehensive report by the Federal Reserve - the Financial Accounts of the US - reveals that there has been no material change in rate of money creation. Not in the US (on par with an incrementally increasing but still PATHETIC 2007-21 trend), not in the rest of the world (equal to 2007-21 garbage rates).


----EP. 256 REFERENCES----
The Everything Data’s (Z1) Verdict: Not Inflation, Only More Of The Same: https://bit.ly/3QOKllW
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> Wed, 29 Jun 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1199 Fed data reveals that there has been no material change in rate of money creation. Not in the US, not in the rest of the world. Fed data reveals that there has been no material change in rate of money creation. Not in the US, not in the rest of the world. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global Trade, Commodity Prices say "Recession Soon" [Eurodollar University, Ep. 255] 255 255 Global Trade, Commodity Prices say "Recession Soon" [Eurodollar University, Ep. 255] full f51706df-24d1-4b26-91a8-d9096b6486dd https://share.transistor.fm/s/36735d08 Japanese and German trade data suggest the world is suffering through a price illusion: trade value is up because prices are up but actual trade by volume / trade by weight is falling (at least in Germany and Japan). Also, commodity prices suggest global slowdown/recession is approaching.


----EP. 255 REFERENCES----
Everything Hitting The Global (eurodollar) Wall: https://bit.ly/3QPvlE3
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> Japanese and German trade data suggest the world is suffering through a price illusion: trade value is up because prices are up but actual trade by volume / trade by weight is falling (at least in Germany and Japan). Also, commodity prices suggest global slowdown/recession is approaching.


----EP. 255 REFERENCES----
Everything Hitting The Global (eurodollar) Wall: https://bit.ly/3QPvlE3
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> Tue, 28 Jun 2022 10:12:26 -0400 Jeff Snider Jeff Snider 840 Japanese and German trade data suggest the world is suffering through a price illusion: trade value is up because prices are up but actual trade by volume / trade by weight is falling. Japanese and German trade data suggest the world is suffering through a price illusion: trade value is up because prices are up but actual trade by volume / trade by weight is falling. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No US Economic Data Keeps Suggesting Recession Coming [Eurodollar University, Ep. 254] 254 254 US Economic Data Keeps Suggesting Recession Coming [Eurodollar University, Ep. 254] full 3a02da62-372e-452c-992e-786397fd46fd https://share.transistor.fm/s/09bcec83 The latest purchasing manager surveys (services, manufacturing, composite) and manufacturing index (Kansas City Fed) suggest the United States is heading towards a recession, soon (maybe already?).


----EP. 254 REFERENCES----
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> The latest purchasing manager surveys (services, manufacturing, composite) and manufacturing index (Kansas City Fed) suggest the United States is heading towards a recession, soon (maybe already?).


----EP. 254 REFERENCES----
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> Mon, 27 Jun 2022 09:45:35 -0400 Jeff Snider Jeff Snider 1020 The latest PMIs and manufacturing index suggest the United States is heading towards a recession soon (maybe already?). The latest PMIs and manufacturing index suggest the United States is heading towards a recession soon (maybe already?). Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Interview with Macro Alf: Is it Time to Buy Bonds? [Eurodollar University, Ep. 253] 253 253 Interview with Macro Alf: Is it Time to Buy Bonds? [Eurodollar University, Ep. 253] full 0fba85ea-77fb-41f8-8d02-6009c882d973 https://share.transistor.fm/s/619e5d04 How does a former bank trader with billions of euros in assets react to an impending recession? Is the inflection in bond yields (back down) and prices (back up) starting right now? Did the European Central Bank just warn of a re-run of the 2011-12 European Sovereign Debt Crisis?


----EP. 253 REFERENCES----
Alfonso Peccatiello's Substack: https://TheMacroCompass.substack.com/
Alfonso Peccatiello's Twitter: https://twitter.com/MacroAlf
Time To Buy Bonds?: https://bit.ly/3QNP7zP

Jeff's Twitter: https://twitter.com/JeffSnider_AIP
Emil's Twitter: https://twitter.com/EmilKalinowski


-------THE EPISODES-------
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> How does a former bank trader with billions of euros in assets react to an impending recession? Is the inflection in bond yields (back down) and prices (back up) starting right now? Did the European Central Bank just warn of a re-run of the 2011-12 European Sovereign Debt Crisis?


----EP. 253 REFERENCES----
Alfonso Peccatiello's Substack: https://TheMacroCompass.substack.com/
Alfonso Peccatiello's Twitter: https://twitter.com/MacroAlf
Time To Buy Bonds?: https://bit.ly/3QNP7zP

Jeff's Twitter: https://twitter.com/JeffSnider_AIP
Emil's Twitter: https://twitter.com/EmilKalinowski


-------THE EPISODES-------
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> Sat, 25 Jun 2022 12:27:02 -0400 Jeff Snider Jeff Snider 3600 Is the inflection in bond yields (back down) and prices (back up) starting right now? Did the European Central Bank just warn of a re-run of the 2011-12 European Sovereign Debt Crisis? Is the inflection in bond yields (back down) and prices (back up) starting right now? Did the European Central Bank just warn of a re-run of the 2011-12 European Sovereign Debt Crisis? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Guest Appearance: ReSolve Asset Management & Jeff Snider [Ep. 252, Eurodollar University] 252 252 Guest Appearance: ReSolve Asset Management & Jeff Snider [Ep. 252, Eurodollar University] full 59d9c92d-841e-409e-b293-88b3e8ce7eed https://share.transistor.fm/s/80cc5878 Jeff Snider explains how the global currency and monetary systems actually work, the origins of the Eurodollar system, Triffin’s Paradox and the breakdown of the Bretton Woods System, the stampede towards prime collateral at all costs, the importance of sentiment and why the main role of central banks is theatrical, how vast swathes of the real economy have been deprived of credit since 2008, and a possible solution: creation and intermediation of money should be done by separate institutions.


------Find ReSolve Asset Management-------
ReSolve Website: https://investresolve.com/
ReSolve Twitter: https://twitter.com/InvestReSolve
ReSolve YouTube: https://www.youtube.com/channel/UCzeWmoM-WPVd2rNPe_7uBwg/

Adam Butler: https://twitter.com/GestaltU
Richard Laterman: https://twitter.com/Rlaterman


------ReSolve Riffs YouTube Show-------
This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.

For our latest research insights and exclusive content visit our website!
Blog Articles: https://investresolve.com/blog/
Featured Research Papers: https://investresolve.com/research/
Webinars: https://investresolve.com/media-cente...|0
Podcasts: https://investresolve.com/podcasts/

]]> Jeff Snider explains how the global currency and monetary systems actually work, the origins of the Eurodollar system, Triffin’s Paradox and the breakdown of the Bretton Woods System, the stampede towards prime collateral at all costs, the importance of sentiment and why the main role of central banks is theatrical, how vast swathes of the real economy have been deprived of credit since 2008, and a possible solution: creation and intermediation of money should be done by separate institutions.


------Find ReSolve Asset Management-------
ReSolve Website: https://investresolve.com/
ReSolve Twitter: https://twitter.com/InvestReSolve
ReSolve YouTube: https://www.youtube.com/channel/UCzeWmoM-WPVd2rNPe_7uBwg/

Adam Butler: https://twitter.com/GestaltU
Richard Laterman: https://twitter.com/Rlaterman


------ReSolve Riffs YouTube Show-------
This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.

For our latest research insights and exclusive content visit our website!
Blog Articles: https://investresolve.com/blog/
Featured Research Papers: https://investresolve.com/research/
Webinars: https://investresolve.com/media-cente...|0
Podcasts: https://investresolve.com/podcasts/

]]> Fri, 24 Jun 2022 09:45:04 -0400 Jeff Snider Jeff Snider 5397 A guest appearance with ReSolve Asset Management. Jeff Snider explains how the global currency and monetary systems actually work, the origins of the Eurodollar system. A guest appearance with ReSolve Asset Management. Jeff Snider explains how the global currency and monetary systems actually work, the origins of the Eurodollar system. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Eurodollar Futures Contemptuously Reject Fed Hike [Eurodollar University, Ep. 251] 251 251 Eurodollar Futures Contemptuously Reject Fed Hike [Eurodollar University, Ep. 251] full c5679660-5005-4740-97e1-49b344266e36 https://share.transistor.fm/s/4081fc76 One day prior to the Federal Reserve raising its policy rate by a *bananas* big 75-basis point the Eurodollar Futures market moved its yield curve inversion into the next four quarters. As fast as the Fed is hiking, the market is betting it will 'imminently-ish' be cutting. Market contempt!


----EP. 251 REFERENCES----
More Data And Markets To The Idea Something (big) Changed A Couple Months Ago: https://alhambrapartners.com/2022/06/14/more-data-and-markets-to-the-idea-something-big-changed-a-couple-months-ago/
Update The Conflict of Interest Rate(s): https://alhambrapartners.com/2022/06/10/update-the-conflict-of-interest-rates/
Globally Synchronized Last October, Not Some Far-Distant Future Risk: https://alhambrapartners.com/2022/06/14/globally-synchronized-last-october-not-some-far-distant-future-risk/
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> One day prior to the Federal Reserve raising its policy rate by a *bananas* big 75-basis point the Eurodollar Futures market moved its yield curve inversion into the next four quarters. As fast as the Fed is hiking, the market is betting it will 'imminently-ish' be cutting. Market contempt!


----EP. 251 REFERENCES----
More Data And Markets To The Idea Something (big) Changed A Couple Months Ago: https://alhambrapartners.com/2022/06/14/more-data-and-markets-to-the-idea-something-big-changed-a-couple-months-ago/
Update The Conflict of Interest Rate(s): https://alhambrapartners.com/2022/06/10/update-the-conflict-of-interest-rates/
Globally Synchronized Last October, Not Some Far-Distant Future Risk: https://alhambrapartners.com/2022/06/14/globally-synchronized-last-october-not-some-far-distant-future-risk/
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> Sun, 19 Jun 2022 10:21:01 -0400 Jeff Snider Jeff Snider 1380 One day prior to the Federal Reserve raising its policy rate by a *bananas* big 75-basis point the Eurodollar Futures market moved its yield curve inversion into the next four quarters. As fast as the Fed is hiking, the market is betting it will 'imminently-ish' be cutting. One day prior to the Federal Reserve raising its policy rate by a *bananas* big 75-basis point the Eurodollar Futures market moved its yield curve inversion into the next four quarters. As fast as the Fed is hiking, the market is betting it will 'imminent Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reaction Show: Jay Powell Press Conference 75bps Hike [Eurodollar University, Ep. 250] 250 250 Reaction Show: Jay Powell Press Conference 75bps Hike [Eurodollar University, Ep. 250] full 664d26f7-4195-4149-a892-33b3839d7d4b https://share.transistor.fm/s/35451657 The pinnacle of investigative, introspective financial journalism assembled in front of the Federal Reserve chairman on June 15, 2022 and asked him... questions? Hardly. Weak sauce. In this episode Jeff Snider responds as a Fed chairman SHOULD respond - honestly.


----EP. 250 REFERENCES----
Transcript of Press Questions at Fed Conference June 15, 2022: https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20220615.pdf
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> The pinnacle of investigative, introspective financial journalism assembled in front of the Federal Reserve chairman on June 15, 2022 and asked him... questions? Hardly. Weak sauce. In this episode Jeff Snider responds as a Fed chairman SHOULD respond - honestly.


----EP. 250 REFERENCES----
Transcript of Press Questions at Fed Conference June 15, 2022: https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20220615.pdf
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> Sat, 18 Jun 2022 10:44:36 -0400 Jeff Snider Jeff Snider 2400 The pinnacle of investigative, introspective financial journalism assembled in front of the Federal Reserve chairman on June 15, 2022 and asked him... questions? Hardly. Weak sauce. In this episode Jeff Snider responds as a Fed chairman SHOULD respond - honestly. The pinnacle of investigative, introspective financial journalism assembled in front of the Federal Reserve chairman on June 15, 2022 and asked him... questions? Hardly. Weak sauce. In this episode Jeff Snider responds as a Fed chairman SHOULD respond - h Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reaction Show: Jay Powell Opening Statement 75bps Hike [Eurodollar University, Ep. 249] 249 249 Reaction Show: Jay Powell Opening Statement 75bps Hike [Eurodollar University, Ep. 249] full 72703be2-3ebe-4100-8991-8d93677296fb https://share.transistor.fm/s/f65dad69 Jeff Snider reacts live to Jay Powell's June 15, 2022 opening statement to assembled members of the press regarding the Federal Reserve's 75-basis point rate hike to the Federal Funds target range: the overarching message, overall economic activity, inflation, labor, and the 3/4-point move.


----EP. 249 REFERENCES----
Transcript of Chair Powell’s Press Conference June 15, 2022: https://bit.ly/3bbk40N
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> Jeff Snider reacts live to Jay Powell's June 15, 2022 opening statement to assembled members of the press regarding the Federal Reserve's 75-basis point rate hike to the Federal Funds target range: the overarching message, overall economic activity, inflation, labor, and the 3/4-point move.


----EP. 249 REFERENCES----
Transcript of Chair Powell’s Press Conference June 15, 2022: https://bit.ly/3bbk40N
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> Fri, 17 Jun 2022 09:58:01 -0400 Jeff Snider Jeff Snider 1740 Live reaction to Fed Chair Powell opening statement to assembled members of the press regarding the 75-basis point rate hike. Live reaction to Fed Chair Powell opening statement to assembled members of the press regarding the 75-basis point rate hike. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Crash of 1907 - Lessons for Today [Eurodollar University, Ep. 248] 248 248 Crash of 1907 - Lessons for Today [Eurodollar University, Ep. 248] full 1d4620af-ff04-4057-a77c-5ca4834e6957 https://share.transistor.fm/s/463d9159 The Crash of 1907 'convinced' Washington DC that a central bank was needed. Or, perhaps more likely, the Crash of 1907 was used as an excuse for a national central bank.


----EP. 248 REFERENCES----
The Premium For Cash Is Presently Enormous: https://bit.ly/3xr0G7l
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> The Crash of 1907 'convinced' Washington DC that a central bank was needed. Or, perhaps more likely, the Crash of 1907 was used as an excuse for a national central bank.


----EP. 248 REFERENCES----
The Premium For Cash Is Presently Enormous: https://bit.ly/3xr0G7l
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> Wed, 15 Jun 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1320 The Crash of 1907 'convinced' Washington DC that a central bank was needed. Or, perhaps more likely, the Crash of 1907 was used as an excuse for a national central bank. The Crash of 1907 'convinced' Washington DC that a central bank was needed. Or, perhaps more likely, the Crash of 1907 was used as an excuse for a national central bank. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Myth of Paul Volcker: Part 2 [Eurodollar University, Ep. 247] 247 247 The Myth of Paul Volcker: Part 2 [Eurodollar University, Ep. 247] full e5efc976-ca45-484e-b89a-e49797903322 https://share.transistor.fm/s/2e50a861 We are told that Paul Volcker led the Federal Reserve into the breech and bravely and knowingly raised short-term interest rates so as to bring about a recession and extinguish the 1970s Great Inflation. But according to Fed transcripts Volcker & Co. fell ass-backwards into recession.


----EP. 247 REFERENCES----
Monetary Policy Is All Talk All the Time, and Always Has Been: https://bit.ly/3xNg9A1
The Myth of Paul Volcker and the Powerful Fed [Eurodollar University, Ep. 221]: https://youtu.be/9XqHyZOLiEc
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> We are told that Paul Volcker led the Federal Reserve into the breech and bravely and knowingly raised short-term interest rates so as to bring about a recession and extinguish the 1970s Great Inflation. But according to Fed transcripts Volcker & Co. fell ass-backwards into recession.


----EP. 247 REFERENCES----
Monetary Policy Is All Talk All the Time, and Always Has Been: https://bit.ly/3xNg9A1
The Myth of Paul Volcker and the Powerful Fed [Eurodollar University, Ep. 221]: https://youtu.be/9XqHyZOLiEc
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> Tue, 14 Jun 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1620 We are told that Paul Volcker knowingly raised rates so as to bring about a recession and extinguish the 1970s Great Inflation. But Volcker & Co. fell ass-backwards into recession. We are told that Paul Volcker knowingly raised rates so as to bring about a recession and extinguish the 1970s Great Inflation. But Volcker & Co. fell ass-backwards into recession. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No 8.6% CPI is Neither Inflation, Nor the US Economy [Eurodollar University, Ep. 246] 246 246 8.6% CPI is Neither Inflation, Nor the US Economy [Eurodollar University, Ep. 246] full 4860af52-80e3-4069-81b9-1372ae05542a https://share.transistor.fm/s/290895cb US consumer prices rose 8.6% year-over-year for the month of May 2022, says the US Bureau of Labor Statistics. Economists, financial media and central banks implicitly conflate this price expansion with money expansion (inflation) and economic expansion (booming) - that's a mistake.


----EP. 246 REFERENCES----
CPIs Aren't the Economy, and They're Not Inflation: https://bit.ly/3MMn8NX
United States Inflation Rate: https://bit.ly/3MNJ3nY
No Pandemic. Not Rate Hikes. Doesn’t Matter Interest Rates. Just Globally Synchronized: https://bit.ly/3HqSqZK
“Inflation” Not Inflation, Through The Eyes of Inventory: https://bit.ly/3MKFX3Z
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> US consumer prices rose 8.6% year-over-year for the month of May 2022, says the US Bureau of Labor Statistics. Economists, financial media and central banks implicitly conflate this price expansion with money expansion (inflation) and economic expansion (booming) - that's a mistake.


----EP. 246 REFERENCES----
CPIs Aren't the Economy, and They're Not Inflation: https://bit.ly/3MMn8NX
United States Inflation Rate: https://bit.ly/3MNJ3nY
No Pandemic. Not Rate Hikes. Doesn’t Matter Interest Rates. Just Globally Synchronized: https://bit.ly/3HqSqZK
“Inflation” Not Inflation, Through The Eyes of Inventory: https://bit.ly/3MKFX3Z
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Pretender" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.youtube.com/channel/UCPnl9BuBDKx8_uQ2xNy-djg
"Pretender": https://youtu.be/YBb3y6FHxgM

]]> Mon, 13 Jun 2022 10:43:18 -0400 Jeff Snider Jeff Snider 1980 CPI rose 8.6% in May. Economists, financial media and central banks implicitly conflate this price expansion with money expansion (inflation) and economic expansion (booming) - that's a mistake. CPI rose 8.6% in May. Economists, financial media and central banks implicitly conflate this price expansion with money expansion (inflation) and economic expansion (booming) - that's a mistake. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Students Destroy International Competition with Eurodollar Knowledge [Eurodollar University, Ep. 245] 245 245 Students Destroy International Competition with Eurodollar Knowledge [Eurodollar University, Ep. 245] full d11230ff-210d-49aa-bdb2-249e7360ced5 https://share.transistor.fm/s/95d2d6b8 Pine-Richland High School won a 120+ team international competition debating whether the dollar's hegemony is detrimental. Pine-Richland won due to their preparation, perspiration, inspiration... and because they ambushed the competition with something called "the eurodollar". 

Sponsored by the Brewer Foundation, each year the International Public Policy Forum hosts a new debate. Teams from across the globe submit responses with the top 64 submissions taking part in a back and forth written debate.  The final 8 teams are invited to New York city for the final rounds of oral argument. 


----EP. 245 REFERENCES----
IPPF 2022 Debate Summary: https://bit.ly/3NFTYBl
Video of the Semi-Final: https://youtu.be/wO8SqkhKGDs 
IPPF 2022 Details: https://www.ippfdebate.com/ippffinals
IPPF Debate Site: https://www.ippfdebate.com/
IPPF Facebook: https://www.facebook.com/IPPFdebate/
Pine-Richland High School: https://www.pinerichland.org/prhs


-------THE EPISODES-------
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. 


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> Pine-Richland High School won a 120+ team international competition debating whether the dollar's hegemony is detrimental. Pine-Richland won due to their preparation, perspiration, inspiration... and because they ambushed the competition with something called "the eurodollar". 

Sponsored by the Brewer Foundation, each year the International Public Policy Forum hosts a new debate. Teams from across the globe submit responses with the top 64 submissions taking part in a back and forth written debate.  The final 8 teams are invited to New York city for the final rounds of oral argument. 


----EP. 245 REFERENCES----
IPPF 2022 Debate Summary: https://bit.ly/3NFTYBl
Video of the Semi-Final: https://youtu.be/wO8SqkhKGDs 
IPPF 2022 Details: https://www.ippfdebate.com/ippffinals
IPPF Debate Site: https://www.ippfdebate.com/
IPPF Facebook: https://www.facebook.com/IPPFdebate/
Pine-Richland High School: https://www.pinerichland.org/prhs


-------THE EPISODES-------
YouTube: https://bit.ly/310yisL
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. 


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> Sat, 11 Jun 2022 19:00:00 -0400 Jeff Snider Jeff Snider 2460 Pine-Richland High School won a international competition debating whether the dollar's hegemony is detrimental. Pine-Richland won, in part, because they ambushed the competition with something called "the eurodollar". Pine-Richland High School won a international competition debating whether the dollar's hegemony is detrimental. Pine-Richland won, in part, because they ambushed the competition with something called "the eurodollar". Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Joe Biden's Economic Plan Editorial in the WSJ [Eurodollar University, Ep. 244] 244 244 Joe Biden's Economic Plan Editorial in the WSJ [Eurodollar University, Ep. 244] full 3aae8d6b-6313-436a-bccc-2f59064e1730 https://share.transistor.fm/s/04c9f2c5 US President Joe Biden has a three-step plan to address the vulnerable US economy. We agree the economy is vulnerable but note that it is not for the reasons the president believes. Also, we note similarities between President Xi Jingping's 2017 messaging and Biden's 2022 narrative.


----EP. 244 REFERENCES----
Joe Biden: My Plan for Fighting Inflation: https://on.wsj.com/3MpUAcT
President Phillips Emerges To Reassure On Growing Slowdown: https://bit.ly/3Nuslej
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Cold War Games" by Gabriel Lewis.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Giants' Nest: https://www.epidemicsound.com/artists/giants-nest/
"Playa Del Colina": https://www.epidemicsound.com/track/bsHcO9r0R5/

]]> US President Joe Biden has a three-step plan to address the vulnerable US economy. We agree the economy is vulnerable but note that it is not for the reasons the president believes. Also, we note similarities between President Xi Jingping's 2017 messaging and Biden's 2022 narrative.


----EP. 244 REFERENCES----
Joe Biden: My Plan for Fighting Inflation: https://on.wsj.com/3MpUAcT
President Phillips Emerges To Reassure On Growing Slowdown: https://bit.ly/3Nuslej
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Cold War Games" by Gabriel Lewis.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Giants' Nest: https://www.epidemicsound.com/artists/giants-nest/
"Playa Del Colina": https://www.epidemicsound.com/track/bsHcO9r0R5/

]]> Thu, 09 Jun 2022 08:00:00 -0400 Jeff Snider Jeff Snider 1320 Biden has a three-step plan to address the vulnerable US economy. Vulnerable yes, but not for the reasons the president believes. Biden has a three-step plan to address the vulnerable US economy. Vulnerable yes, but not for the reasons the president believes. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Fed's Reverse Repurchase Agreements Hits $2 Trillion [Eurodollar University, Ep. 243] 243 243 Fed's Reverse Repurchase Agreements Hits $2 Trillion [Eurodollar University, Ep. 243] full 6680ec54-8051-4a76-898f-3b6ca6ae4efe https://share.transistor.fm/s/fe63a88f Two short-term money markets are yielding LESS THAN the Federal Reserve's RISK FREE reverse repurchase agreement program. Despite the Fed offering now $2 trillion in Treasury securities to the market the 'below-market' yields are signaling there's not enough money / credit / collateral / securities available -- a money shortage.


----EP. 243 REFERENCES----
RRP (use) Hits $2T, SOFR Like T-bills Below RRP (rate), What Is (really) Going On?: https://bit.ly/3GXNdIy
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Cold War Games" by Gabriel Lewis.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Gabriel Lewis: https://www.epidemicsound.com/artists/gabriel-lewis/
"Cold War Games": https://www.epidemicsound.com/track/LlVpmnVjWS/

]]> Two short-term money markets are yielding LESS THAN the Federal Reserve's RISK FREE reverse repurchase agreement program. Despite the Fed offering now $2 trillion in Treasury securities to the market the 'below-market' yields are signaling there's not enough money / credit / collateral / securities available -- a money shortage.


----EP. 243 REFERENCES----
RRP (use) Hits $2T, SOFR Like T-bills Below RRP (rate), What Is (really) Going On?: https://bit.ly/3GXNdIy
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Cold War Games" by Gabriel Lewis.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Gabriel Lewis: https://www.epidemicsound.com/artists/gabriel-lewis/
"Cold War Games": https://www.epidemicsound.com/track/LlVpmnVjWS/

]]> Wed, 08 Jun 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1140 Two short-term money markets are yielding LESS THAN the Federal Reserve's RISK FREE reverse repurchase agreement program; it is a 'money' shortage alert. Two short-term money markets are yielding LESS THAN the Federal Reserve's RISK FREE reverse repurchase agreement program; it is a 'money' shortage alert. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Smoke on the Horizon: Eurodollar's Economic Warning [Eurodollar University, Ep. 242] 242 242 Smoke on the Horizon: Eurodollar's Economic Warning [Eurodollar University, Ep. 242] full 1ecf1f40-57ad-4de7-817b-977133520376 https://share.transistor.fm/s/1452f8fd The Eurodollar Futures yield curve inverted on December 1, 2021 warning that somewhere over the horizon there was trouble. In March 2022 the US Treasury curve inverted too, confirming the earlier alert. Today the Eurodollar market is warning that trouble is on the horizon itself, and approaching.


----EP. 242 REFERENCES----
UST 2s & Euro$ Futures *Whites* Both Ask, Landmine At Last?: https://bit.ly/3NXb0L4
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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
Samsung: (MP3 ONLY)


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Cold War Games" by Gabriel Lewis.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Gabriel Lewis: https://www.epidemicsound.com/artists/gabriel-lewis/
"Cold War Games": https://www.epidemicsound.com/track/LlVpmnVjWS/

]]> The Eurodollar Futures yield curve inverted on December 1, 2021 warning that somewhere over the horizon there was trouble. In March 2022 the US Treasury curve inverted too, confirming the earlier alert. Today the Eurodollar market is warning that trouble is on the horizon itself, and approaching.


----EP. 242 REFERENCES----
UST 2s & Euro$ Futures *Whites* Both Ask, Landmine At Last?: https://bit.ly/3NXb0L4
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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
Samsung: (MP3 ONLY)


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Cold War Games" by Gabriel Lewis.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Gabriel Lewis: https://www.epidemicsound.com/artists/gabriel-lewis/
"Cold War Games": https://www.epidemicsound.com/track/LlVpmnVjWS/

]]> Tue, 07 Jun 2022 09:54:15 -0400 Jeff Snider Jeff Snider 840 The eurodollar curve inverted in December, warning that somewhere over the horizon there was trouble. Today the eurodollar market is warning that trouble is on the horizon itself. The eurodollar curve inverted in December, warning that somewhere over the horizon there was trouble. Today the eurodollar market is warning that trouble is on the horizon itself. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Too Much Inventory Flooding Retailers, Wholesalers [Eurodollar University, Ep. 241] 241 241 Too Much Inventory Flooding Retailers, Wholesalers [Eurodollar University, Ep. 241] full 186f81e2-2646-4190-8a67-97f8c2fba6ff https://share.transistor.fm/s/ddc6c220 According to the US Census Bureau both retailers and wholesalers reported *bananas-crazy* increases in inventory levels. As the US economy tips over into a slowdown - and realistically a recession - these inventories will have to be purged at fire-sale prices.


----EP. 241 REFERENCES----
Inventory Flood Continues Just As Consumers Tap Out: https://alhambrapartners.com/2022/05/27/inventory-flood-continues-just-as-consumers-tap-out/
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Cold War Games" by Gabriel Lewis.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Gabriel Lewis: https://www.epidemicsound.com/artists/gabriel-lewis/
"Cold War Games": https://www.epidemicsound.com/track/LlVpmnVjWS/

]]> According to the US Census Bureau both retailers and wholesalers reported *bananas-crazy* increases in inventory levels. As the US economy tips over into a slowdown - and realistically a recession - these inventories will have to be purged at fire-sale prices.


----EP. 241 REFERENCES----
Inventory Flood Continues Just As Consumers Tap Out: https://alhambrapartners.com/2022/05/27/inventory-flood-continues-just-as-consumers-tap-out/
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Cold War Games" by Gabriel Lewis.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Gabriel Lewis: https://www.epidemicsound.com/artists/gabriel-lewis/
"Cold War Games": https://www.epidemicsound.com/track/LlVpmnVjWS/

]]> Mon, 06 Jun 2022 09:38:51 -0400 Jeff Snider Jeff Snider 899 According to the US Census Bureau both retailers and wholesalers reported *bananas-crazy* increases in inventory levels. As the US economy tips over into a slowdown - and realistically a recession - these inventories will have to be purged at fire-sale prices. According to the US Census Bureau both retailers and wholesalers reported *bananas-crazy* increases in inventory levels. As the US economy tips over into a slowdown - and realistically a recession - these inventories will have to be purged at fire-sale pr Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Target, Walmart Warn Consumers Are Backing Off [Eurodollar University, Ep. 240] 240 240 Target, Walmart Warn Consumers Are Backing Off [Eurodollar University, Ep. 240] full 5ae8e5ec-7a6e-4b76-b7be-f3f19963a61a https://share.transistor.fm/s/0c68f42b Target, Walmart, Japanese merchandise exports, German retail sales, and the early-morning hours of US Treasury Bill trading are all sending the same message: escalating, systemic fragility of the economic order.


----EP. 240 REFERENCES----
T-bills Targeted Target: https://bit.ly/3zf5teH
Can’t Blame COVID For This One: https://bit.ly/3Miq6JM
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Cold War Games" by Gabriel Lewis.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Gabriel Lewis: https://www.epidemicsound.com/artists/gabriel-lewis/
"Cold War Games": https://www.epidemicsound.com/track/LlVpmnVjWS/

]]> Target, Walmart, Japanese merchandise exports, German retail sales, and the early-morning hours of US Treasury Bill trading are all sending the same message: escalating, systemic fragility of the economic order.


----EP. 240 REFERENCES----
T-bills Targeted Target: https://bit.ly/3zf5teH
Can’t Blame COVID For This One: https://bit.ly/3Miq6JM
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Cold War Games" by Gabriel Lewis.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Gabriel Lewis: https://www.epidemicsound.com/artists/gabriel-lewis/
"Cold War Games": https://www.epidemicsound.com/track/LlVpmnVjWS/

]]> Sun, 05 Jun 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1080 Target, Walmart, Japanese merchandise exports, German retail sales, and Treasury Bill trading are sending the same message: systemic fragility. Target, Walmart, Japanese merchandise exports, German retail sales, and Treasury Bill trading are sending the same message: systemic fragility. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Banks Scared to Make Money (and that's bad for us!) [Eurodollar University, Ep. 239] 239 239 Banks Scared to Make Money (and that's bad for us!) [Eurodollar University, Ep. 239] full 5742f8f0-d0e9-4f62-8451-a21a4323f1b6 https://share.transistor.fm/s/c362d93c A generation ago banks knew that there was money to be made and they acted upon that faith, creating money for the world economy to enrich itself. But ever since 2008 banks have been scared to do it; the risk is too great! The Global Financial Crisis never ended, it continues to the present.


----EP. 239 REFERENCES----
It Isn't the Fed's Theater of Rate Hikes That Got Us Here: https://bit.ly/3wvRNKk
Negative Swap Spreads (FRBNY): https://nyfed.org/3wuqYX6
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Playa Del Colina" by Giants' Nest.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Giants' Nest: https://www.epidemicsound.com/artists/giants-nest/
"Playa Del Colina": https://www.epidemicsound.com/track/bsHcO9r0R5/

]]> A generation ago banks knew that there was money to be made and they acted upon that faith, creating money for the world economy to enrich itself. But ever since 2008 banks have been scared to do it; the risk is too great! The Global Financial Crisis never ended, it continues to the present.


----EP. 239 REFERENCES----
It Isn't the Fed's Theater of Rate Hikes That Got Us Here: https://bit.ly/3wvRNKk
Negative Swap Spreads (FRBNY): https://nyfed.org/3wuqYX6
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Playa Del Colina" by Giants' Nest.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Giants' Nest: https://www.epidemicsound.com/artists/giants-nest/
"Playa Del Colina": https://www.epidemicsound.com/track/bsHcO9r0R5/

]]> Mon, 30 May 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1320 A generation ago banks knew that there was money to be made and they created money for the world economy to enrich itself. But ever since 2008 banks have been scared to do it! A generation ago banks knew that there was money to be made and they created money for the world economy to enrich itself. But ever since 2008 banks have been scared to do it! Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Fed is Hiking when it should be Cutting [Eurodollar University, Ep. 238] 238 238 Fed is Hiking when it should be Cutting [Eurodollar University, Ep. 238] full 7c7ac693-95a5-4a53-8ef8-2b755e5bca49 https://share.transistor.fm/s/07c1d032 The Federal Reserve is hiking rates as part of political theater in response to pressure from the legislative and executive branches of the US government. 'Do something!' A panoply of economic, monetary and financial accounts are screaming for looser monetary policy, not tighter.


----EP. 238 REFERENCES----
History Shows the Fed Would Be Cutting Rates by Now: https://bit.ly/3G2vCyF
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Playa Del Colina" by Giants' Nest.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Giants' Nest: https://www.epidemicsound.com/artists/giants-nest/
"Playa Del Colina": https://www.epidemicsound.com/track/bsHcO9r0R5/

]]> The Federal Reserve is hiking rates as part of political theater in response to pressure from the legislative and executive branches of the US government. 'Do something!' A panoply of economic, monetary and financial accounts are screaming for looser monetary policy, not tighter.


----EP. 238 REFERENCES----
History Shows the Fed Would Be Cutting Rates by Now: https://bit.ly/3G2vCyF
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Playa Del Colina" by Giants' Nest.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Giants' Nest: https://www.epidemicsound.com/artists/giants-nest/
"Playa Del Colina": https://www.epidemicsound.com/track/bsHcO9r0R5/

]]> Sat, 28 May 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1020 The Fed is hiking rates as part of political theater in response to pressure from the legislative and executive branches. But economic, monetary and financial accounts are screaming for looser monetary policy. The Fed is hiking rates as part of political theater in response to pressure from the legislative and executive branches. But economic, monetary and financial accounts are screaming for looser monetary policy. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Market Rates Refusing to Follow Fed's Command [Eurodollar University, Ep. 237] 237 237 Market Rates Refusing to Follow Fed's Command [Eurodollar University, Ep. 237] full f257afe7-0ce8-4315-8690-18a9f07c65ce https://share.transistor.fm/s/7e37880e The Federal Reserve, we are told, controls interest rates. We have learned over and over that is not true with long-term rates (e.g. yield curve inversion, Greenspan's "conundrum"). But what about short-term rates? Surely the Fed is in control. No, not really - just look at US Treasury Bills.


----EP. 237 REFERENCES----
Why the Fed Can’t Hike T-bill Rates and What That Really Means: https://bit.ly/3G6DSgV
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Playa Del Colina" by Giants' Nest.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Giants' Nest: https://www.epidemicsound.com/artists/giants-nest/
"Playa Del Colina": https://www.epidemicsound.com/track/bsHcO9r0R5/

]]> The Federal Reserve, we are told, controls interest rates. We have learned over and over that is not true with long-term rates (e.g. yield curve inversion, Greenspan's "conundrum"). But what about short-term rates? Surely the Fed is in control. No, not really - just look at US Treasury Bills.


----EP. 237 REFERENCES----
Why the Fed Can’t Hike T-bill Rates and What That Really Means: https://bit.ly/3G6DSgV
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Playa Del Colina" by Giants' Nest.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Giants' Nest: https://www.epidemicsound.com/artists/giants-nest/
"Playa Del Colina": https://www.epidemicsound.com/track/bsHcO9r0R5/

]]> Thu, 26 May 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1200 The Federal controls interest rates, right? We have learned that is not true with long-term rates. But what about short-term rates? Surely the Fed is in control. No, not really. The Federal controls interest rates, right? We have learned that is not true with long-term rates. But what about short-term rates? Surely the Fed is in control. No, not really. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No (Nominal) Retail Sales Awesome! (Real) Sales Awful! [Eurodollar University, Ep. 236] 236 236 (Nominal) Retail Sales Awesome! (Real) Sales Awful! [Eurodollar University, Ep. 236] full 37e761f1-469f-488b-ac52-8c7d8e175c25 https://share.transistor.fm/s/b254a132 Retail sales - a temperature check on the American consumer - were absolutely fabulous in April 2022; glory, hallelujah! So then why are three different, independent surveys of the US consumer reporting results that range from "bad" to "miserable"? Because there has been NO REAL growth, only nominal.


----EP. 236 REFERENCES----
Shipping Around Retail ‘Inflation’: https://bit.ly/3PyeXaA
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Playa Del Colina" by Giants' Nest.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Giants' Nest: https://www.epidemicsound.com/artists/giants-nest/
"Playa Del Colina": https://www.epidemicsound.com/track/bsHcO9r0R5/

]]> Retail sales - a temperature check on the American consumer - were absolutely fabulous in April 2022; glory, hallelujah! So then why are three different, independent surveys of the US consumer reporting results that range from "bad" to "miserable"? Because there has been NO REAL growth, only nominal.


----EP. 236 REFERENCES----
Shipping Around Retail ‘Inflation’: https://bit.ly/3PyeXaA
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Playa Del Colina" by Giants' Nest.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Giants' Nest: https://www.epidemicsound.com/artists/giants-nest/
"Playa Del Colina": https://www.epidemicsound.com/track/bsHcO9r0R5/

]]> Tue, 24 May 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1080 US Retail sales were absolutely fabulous in April 2022; glory, hallelujah! So then why are different consumer surveys reporting miserable conditions? Because there has been NO REAL growth, only nominal. US Retail sales were absolutely fabulous in April 2022; glory, hallelujah! So then why are different consumer surveys reporting miserable conditions? Because there has been NO REAL growth, only nominal. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China Economy: Zero Covid or Zero Money? [Eurodollar University, Ep. 235] 235 235 China Economy: Zero Covid or Zero Money? [Eurodollar University, Ep. 235] full 724a793b-f90c-46fb-b92d-8afcdfc2d611 https://share.transistor.fm/s/7cc7d528 The Chinese reported how their economy has fared in the month of April 2022 - the results were very, very poor. It is tempting to say the illness is Beijing's 'Zero Covid' lockdown of hundreds of millions of souls. But the true illness is the long-term, degenerative money shortage.


----EP. 235 REFERENCES----
Synchronized Not Coronavirus: https://bit.ly/3sIimtF
Why CNY DOWN = BAD (Part 3) For Everyone: https://bit.ly/3Py0ZWk
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Playa Del Colina" by Giants' Nest.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Giants' Nest: https://www.epidemicsound.com/artists/giants-nest/
"Playa Del Colina": https://www.epidemicsound.com/track/bsHcO9r0R5/

]]> The Chinese reported how their economy has fared in the month of April 2022 - the results were very, very poor. It is tempting to say the illness is Beijing's 'Zero Covid' lockdown of hundreds of millions of souls. But the true illness is the long-term, degenerative money shortage.


----EP. 235 REFERENCES----
Synchronized Not Coronavirus: https://bit.ly/3sIimtF
Why CNY DOWN = BAD (Part 3) For Everyone: https://bit.ly/3Py0ZWk
Alhambra Investments Blog: https://bit.ly/3wh01G2
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Playa Del Colina" by Giants' Nest.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Giants' Nest: https://www.epidemicsound.com/artists/giants-nest/
"Playa Del Colina": https://www.epidemicsound.com/track/bsHcO9r0R5/

]]> Sun, 22 May 2022 10:35:12 -0400 Jeff Snider Jeff Snider 1080 China reported how their economy has fared in the month of April 2022 - the results were very, very poor. 'Zero Covid' lockdown? No, the true illness is the long-term, degenerative money shortage. China reported how their economy has fared in the month of April 2022 - the results were very, very poor. 'Zero Covid' lockdown? No, the true illness is the long-term, degenerative money shortage. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No USD Rise Not Due to Fed; EUR Fall Not Due to ECB [Eurodollar University, Ep. 234] 234 234 USD Rise Not Due to Fed; EUR Fall Not Due to ECB [Eurodollar University, Ep. 234] full 1ad5e582-1e98-4e91-abd3-80f5aca30c5f https://share.transistor.fm/s/6a342aa4 The Federal Reserve is hiking interest rates while the European Central Bank is in no rush to raise its policy rates. The Economics Textbook and Financial Media say that is why the dollar is rising and the euro is falling: interest rate differentials. But that is not it!


----EP. 234 REFERENCES----
What Really ‘Raises’ The Rising ‘Dollar’: https://bit.ly/3sr6xrx
Do I Owe Christine Lagarde An Apology?: https://bit.ly/3P8s6a8
Collateral Shortage…From *A* Fed Perspective: https://bit.ly/3ypudk0
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Timeless Clouds" by Luwaks.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Emil: https://twitter.com/EmilKalinowski

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Luwaks: https://www.epidemicsound.com/artists/luwaks/
"Timeless Clouds": https://www.epidemicsound.com/track/faCAnWtBPc/

]]> The Federal Reserve is hiking interest rates while the European Central Bank is in no rush to raise its policy rates. The Economics Textbook and Financial Media say that is why the dollar is rising and the euro is falling: interest rate differentials. But that is not it!


----EP. 234 REFERENCES----
What Really ‘Raises’ The Rising ‘Dollar’: https://bit.ly/3sr6xrx
Do I Owe Christine Lagarde An Apology?: https://bit.ly/3P8s6a8
Collateral Shortage…From *A* Fed Perspective: https://bit.ly/3ypudk0
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Timeless Clouds" by Luwaks.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Emil: https://twitter.com/EmilKalinowski

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Luwaks: https://www.epidemicsound.com/artists/luwaks/
"Timeless Clouds": https://www.epidemicsound.com/track/faCAnWtBPc/

]]> Tue, 17 May 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1080 Is the dollar rising and the euro falling because of interest rate differentials? The Fed is hiking rates while the European Central Bank is in no rush. Is the dollar rising and the euro falling because of interest rate differentials? The Fed is hiking rates while the European Central Bank is in no rush. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Treasury Bills Warning of Collateral Scarcity [Eurodollar University, Ep. 233] 233 233 Treasury Bills Warning of Collateral Scarcity [Eurodollar University, Ep. 233] full d59860f1-705d-4043-9645-a02d86665a9c https://share.transistor.fm/s/a6bff456 US Treasury Bills are trading below the 'floor' set by the Federal Reserve. Why? Why guarantee less return with Treasury Bills when the Fed is promising more?! Because the market will suffer the lost return when the financial system is short monetary collateral (like UST Bills).


----EP. 233 REFERENCES----
Collateral Shortage…From *A* Fed Perspective: https://bit.ly/3ypudk0
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Timeless Clouds" by Luwaks.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Emil: https://twitter.com/EmilKalinowski

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Luwaks: https://www.epidemicsound.com/artists/luwaks/
"Timeless Clouds": https://www.epidemicsound.com/track/faCAnWtBPc/

]]> US Treasury Bills are trading below the 'floor' set by the Federal Reserve. Why? Why guarantee less return with Treasury Bills when the Fed is promising more?! Because the market will suffer the lost return when the financial system is short monetary collateral (like UST Bills).


----EP. 233 REFERENCES----
Collateral Shortage…From *A* Fed Perspective: https://bit.ly/3ypudk0
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Timeless Clouds" by Luwaks.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Emil: https://twitter.com/EmilKalinowski

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Luwaks: https://www.epidemicsound.com/artists/luwaks/
"Timeless Clouds": https://www.epidemicsound.com/track/faCAnWtBPc/

]]> Sun, 15 May 2022 07:00:00 -0400 Jeff Snider Jeff Snider 840 Treasury Bills are trading below the 'floor' set by the Federal Reserve. Because the financial system is short monetary collateral. Treasury Bills are trading below the 'floor' set by the Federal Reserve. Because the financial system is short monetary collateral. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No A Money ILLUSION Shows Japan is Booming [Eurodollar University, Ep. 232] 232 232 A Money ILLUSION Shows Japan is Booming [Eurodollar University, Ep. 232] full 6108bb6d-c1db-4917-9912-473a81adb4ad https://share.transistor.fm/s/ec6fd6a6 In 1928 American economist Irving Fischer published a book titled "The Money Illusion" in which he explained the difference between nominal numbers (Japan's exports are booming! Imports are surging!) and inflation-adjusted, real numbers (Japan's exports are falling! Imports are stagnating!).


----EP. 232 REFERENCES----
What We Can Learn From Japan About the Real Economic Risks to the World: https://bit.ly/3sn7y45
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Timeless Clouds" by Luwaks.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Emil: https://twitter.com/EmilKalinowski

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Luwaks: https://www.epidemicsound.com/artists/luwaks/
"Timeless Clouds": https://www.epidemicsound.com/track/faCAnWtBPc/

]]> In 1928 American economist Irving Fischer published a book titled "The Money Illusion" in which he explained the difference between nominal numbers (Japan's exports are booming! Imports are surging!) and inflation-adjusted, real numbers (Japan's exports are falling! Imports are stagnating!).


----EP. 232 REFERENCES----
What We Can Learn From Japan About the Real Economic Risks to the World: https://bit.ly/3sn7y45
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Timeless Clouds" by Luwaks.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Emil: https://twitter.com/EmilKalinowski

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Luwaks: https://www.epidemicsound.com/artists/luwaks/
"Timeless Clouds": https://www.epidemicsound.com/track/faCAnWtBPc/

]]> Fri, 13 May 2022 07:00:00 -0400 Jeff Snider Jeff Snider 600 The difference between nominal numbers (Japan's exports are booming! Imports are surging!) and inflation-adjusted, real numbers (Japan's exports are falling! Imports are stagnating!). The difference between nominal numbers (Japan's exports are booming! Imports are surging!) and inflation-adjusted, real numbers (Japan's exports are falling! Imports are stagnating!). Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China Stimulus! (I Do Not Think It Means What You Think It Means) [Eurodollar University, Ep. 231] 231 231 China Stimulus! (I Do Not Think It Means What You Think It Means) [Eurodollar University, Ep. 231] full 25ae5f68-b706-4907-8e9e-93ec9c52bcdb https://share.transistor.fm/s/d46967cd President Xi Jingping has, according to Western financial media, announced an 'all out' infrastructure spending spree stimulus to goose the Chinese economy. What will this spending be on? On tightening the security state. More observation, more tracking, more control.


----EP. 231 REFERENCES----
Synchronized Manufacturing, Hopefully Not Mao: https://bit.ly/37sieXI
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Timeless Clouds" by Luwaks.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Emil: https://twitter.com/EmilKalinowski

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Luwaks: https://www.epidemicsound.com/artists/luwaks/
"Timeless Clouds": https://www.epidemicsound.com/track/faCAnWtBPc/

]]> President Xi Jingping has, according to Western financial media, announced an 'all out' infrastructure spending spree stimulus to goose the Chinese economy. What will this spending be on? On tightening the security state. More observation, more tracking, more control.


----EP. 231 REFERENCES----
Synchronized Manufacturing, Hopefully Not Mao: https://bit.ly/37sieXI
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Timeless Clouds" by Luwaks.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Emil: https://twitter.com/EmilKalinowski

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Luwaks: https://www.epidemicsound.com/artists/luwaks/
"Timeless Clouds": https://www.epidemicsound.com/track/faCAnWtBPc/

]]> Wed, 11 May 2022 07:00:00 -0400 Jeff Snider Jeff Snider 660 Xi Jinping has announced an 'all out' infrastructure spending spree stimulus. On tightening the security state. More observation, more tracking, more control. Xi Jinping has announced an 'all out' infrastructure spending spree stimulus. On tightening the security state. More observation, more tracking, more control. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Commodity-Based Money (Gold, Oil) is Undesirable [Eurodollar University, Ep. 230] 230 230 Commodity-Based Money (Gold, Oil) is Undesirable [Eurodollar University, Ep. 230] full 916fff74-dae9-4002-9bb9-7ba672df5cc4 https://share.transistor.fm/s/049642cd The public utility of commodity-based money was in retreat long before President Roosevelt confiscated gold. That has implications as to whether the 1970s Petrodollar was a real monetary system, as well as whether we are moving towards a commodity-based system now, a Bretton Woods 3.


----EP. 230 REFERENCES----
The Root of the Petrodollar Error Is That There Is One: https://bit.ly/39ESnMV
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Timeless Clouds" by Luwaks.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Emil: https://twitter.com/EmilKalinowski

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Luwaks: https://www.epidemicsound.com/artists/luwaks/
"Timeless Clouds": https://www.epidemicsound.com/track/faCAnWtBPc/

]]> The public utility of commodity-based money was in retreat long before President Roosevelt confiscated gold. That has implications as to whether the 1970s Petrodollar was a real monetary system, as well as whether we are moving towards a commodity-based system now, a Bretton Woods 3.


----EP. 230 REFERENCES----
The Root of the Petrodollar Error Is That There Is One: https://bit.ly/39ESnMV
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets 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


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Timeless Clouds" by Luwaks.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Emil: https://twitter.com/EmilKalinowski

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Luwaks: https://www.epidemicsound.com/artists/luwaks/
"Timeless Clouds": https://www.epidemicsound.com/track/faCAnWtBPc/

]]> Mon, 09 May 2022 09:24:59 -0400 Jeff Snider Jeff Snider 1440 The public utility of commodity-based money was in retreat long before President Roosevelt confiscated gold. That has implications concerning the 1970s Petrodollar and the 2020's Bretton Woods 3. The public utility of commodity-based money was in retreat long before President Roosevelt confiscated gold. That has implications concerning the 1970s Petrodollar and the 2020's Bretton Woods 3. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Interview: Nick Black & Algorithmic Stablecoins [Eurodollar University, Ep. 229] 229 229 Interview: Nick Black & Algorithmic Stablecoins [Eurodollar University, Ep. 229] full e1465eb7-6c1e-4ebb-b9b5-915955d78b63 https://share.transistor.fm/s/2b79f605 Nicholas Black, professional raconteur of crypto and gentleman broadcaster, explains what stablecoins are while Jeff Snider, student of the global monetary order, considers whether algorithmic stablecoins are the next evolutionary step in monetary history.


----EP. 229 REFERENCES----
*The* Monetary Answer: Undoing The Biggest Money Mistake of the Past: https://bit.ly/3IKVlLz
Algorithmic Stablecoins - a New Monetary Order [Eurodollar University, Ep. 208]: https://youtu.be/vAUzaVyiJlQ

Nick's Television Show: https://moneymorninglive.com/page/nick-black-replays
Nick's Instagram: https://www.instagram.com/nicholasblack60/
Nick's Twitter: https://twitter.com/NicholasBlack60

Jeff's Alhambra Blog: https://bit.ly/2VIC2wWlin
Jeff's RealClear Markets Essays: https://bit.ly/38tL5a7
Jeff's Epoch Times Column:


-------THE EPISODES-------
Emil YouTube: https://bit.ly/310yisL

Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Timeless Clouds" by Luwaks.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Emil: https://twitter.com/EmilKalinowski

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Luwaks: https://www.epidemicsound.com/artists/luwaks/
"Timeless Clouds": https://www.epidemicsound.com/track/faCAnWtBPc/

]]> Nicholas Black, professional raconteur of crypto and gentleman broadcaster, explains what stablecoins are while Jeff Snider, student of the global monetary order, considers whether algorithmic stablecoins are the next evolutionary step in monetary history.


----EP. 229 REFERENCES----
*The* Monetary Answer: Undoing The Biggest Money Mistake of the Past: https://bit.ly/3IKVlLz
Algorithmic Stablecoins - a New Monetary Order [Eurodollar University, Ep. 208]: https://youtu.be/vAUzaVyiJlQ

Nick's Television Show: https://moneymorninglive.com/page/nick-black-replays
Nick's Instagram: https://www.instagram.com/nicholasblack60/
Nick's Twitter: https://twitter.com/NicholasBlack60

Jeff's Alhambra Blog: https://bit.ly/2VIC2wWlin
Jeff's RealClear Markets Essays: https://bit.ly/38tL5a7
Jeff's Epoch Times Column:


-------THE EPISODES-------
Emil YouTube: https://bit.ly/310yisL

Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Timeless Clouds" by Luwaks.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Emil: https://twitter.com/EmilKalinowski

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Luwaks: https://www.epidemicsound.com/artists/luwaks/
"Timeless Clouds": https://www.epidemicsound.com/track/faCAnWtBPc/

]]> Sat, 07 May 2022 09:51:07 -0400 Jeff Snider Jeff Snider 3720 Nicholas Black explains what stablecoins are while Jeff Snider considers whether algorithmic stablecoins are the next evolutionary step in monetary history. Nicholas Black explains what stablecoins are while Jeff Snider considers whether algorithmic stablecoins are the next evolutionary step in monetary history. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No IMF Downgrades Global Economy (Again) [Eurodollar University, Ep. 228] 228 228 IMF Downgrades Global Economy (Again) [Eurodollar University, Ep. 228] full ccabb8fe-7a36-4752-bf53-514d1cac6f00 https://share.transistor.fm/s/87596233 The International Monetary Fund has downgraded the global economy with its latest World Economic Outlook. This is no surprise to those who have been following the monetary system's warnings since 2021. Right on cue, the United States reported economic contraction in Q4 2021.


----EP. 228 REFERENCES----
One More For Euro$ #5: The Mainstream Downgrade Parade: https://bit.ly/381wjf4
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-------THE EPISODES-------
YouTube: https://bit.ly/310yisL

Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Melodic Space" by VELDA.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

VELDA: https://www.epidemicsound.com/artists/velda/
"Melodic Space": https://www.epidemicsound.com/track/Wkrg98WtJS/

]]> The International Monetary Fund has downgraded the global economy with its latest World Economic Outlook. This is no surprise to those who have been following the monetary system's warnings since 2021. Right on cue, the United States reported economic contraction in Q4 2021.


----EP. 228 REFERENCES----
One More For Euro$ #5: The Mainstream Downgrade Parade: https://bit.ly/381wjf4
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-------THE EPISODES-------
YouTube: https://bit.ly/310yisL

Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Melodic Space" by VELDA.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

VELDA: https://www.epidemicsound.com/artists/velda/
"Melodic Space": https://www.epidemicsound.com/track/Wkrg98WtJS/

]]> Wed, 04 May 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1200 The International Monetary Fund has downgraded the global economy with its latest World Economic Outlook. The International Monetary Fund has downgraded the global economy with its latest World Economic Outlook. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China's Currency is Crashing [Eurodollar University, Ep. 227] 227 227 China's Currency is Crashing [Eurodollar University, Ep. 227] full bd6a8a7f-e934-43e7-941e-688d3f5c5ff4 https://share.transistor.fm/s/cf6465dd The Chinese currency is an important indicator of global financial conditions. When it is appreciating we can presume conditions are benign. When it is depreciating? Conditions may be malign. And what about when it falls through a trap door?


----EP. 227 REFERENCES----
CNY’s Drop Wasn’t ‘Devaluation’ in ’15 nor ’18, and It Isn’t ‘Devaluation’ Now: https://bit.ly/3KyQsWV
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----THE EPISODES-----
YouTube: https://bit.ly/310yisL

Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Melodic Space" by VELDA.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

VELDA: https://www.epidemicsound.com/artists/velda/
"Melodic Space": https://www.epidemicsound.com/track/Wkrg98WtJS/

]]> The Chinese currency is an important indicator of global financial conditions. When it is appreciating we can presume conditions are benign. When it is depreciating? Conditions may be malign. And what about when it falls through a trap door?


----EP. 227 REFERENCES----
CNY’s Drop Wasn’t ‘Devaluation’ in ’15 nor ’18, and It Isn’t ‘Devaluation’ Now: https://bit.ly/3KyQsWV
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----THE EPISODES-----
YouTube: https://bit.ly/310yisL

Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Melodic Space" by VELDA.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

VELDA: https://www.epidemicsound.com/artists/velda/
"Melodic Space": https://www.epidemicsound.com/track/Wkrg98WtJS/

]]> Tue, 03 May 2022 10:02:28 -0400 Jeff Snider Jeff Snider 1020 The Chinese currency is an important indicator of global financial conditions. The Chinese currency is an important indicator of global financial conditions. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Jeff Snider Answers Your Questions, Eurodollar FAQs [Eurodollar University, Ep. 226] 226 226 Jeff Snider Answers Your Questions, Eurodollar FAQs [Eurodollar University, Ep. 226] full 42e04192-9386-4d48-9d93-687fdb59bd61 https://share.transistor.fm/s/04732c23 Jeff Snider 'takes calls' from listeners across the globe. Your hottest requests! Playing the hits! Only on WFED 89.7 FM, The Reserve! Also, do callers play 'The U' in the background while making love? What does Jeff think about being responsible for bringing life into the world?


----EP. 226 REFERENCES----
Twitter Spaces: https://bit.ly/3vW4vk9
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "I Won" by Lukas Got Lucky.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lukas Got Lucky: https://www.epidemicsound.com/artists/lukas-got-lucky/
"I Won": https://www.epidemicsound.com/track/DLIf6oKwHI/

]]> Jeff Snider 'takes calls' from listeners across the globe. Your hottest requests! Playing the hits! Only on WFED 89.7 FM, The Reserve! Also, do callers play 'The U' in the background while making love? What does Jeff think about being responsible for bringing life into the world?


----EP. 226 REFERENCES----
Twitter Spaces: https://bit.ly/3vW4vk9
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "I Won" by Lukas Got Lucky.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lukas Got Lucky: https://www.epidemicsound.com/artists/lukas-got-lucky/
"I Won": https://www.epidemicsound.com/track/DLIf6oKwHI/

]]> Mon, 02 May 2022 08:37:45 -0400 Jeff Snider Jeff Snider 3960 Jeff Snider 'takes calls' from listeners across the globe. Your hottest requests! Playing the hits! Only on WFED 89.7 FM, The Reserve! Jeff Snider 'takes calls' from listeners across the globe. Your hottest requests! Playing the hits! Only on WFED 89.7 FM, The Reserve! Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Global Dollar Shortage #5 has Begun [Eurodollar University, Ep. 225] 225 225 Global Dollar Shortage #5 has Begun [Eurodollar University, Ep. 225] full e9c54cd1-1471-4387-9102-952b922723ef https://share.transistor.fm/s/f3b98cf4 Since August 9, 2007 the global economy has been rocked by four world or regional dollar / money / credit shortages (2007-09, 2011-12, 2014-16, 2018-20). It is official, #5 has begun. We know for sure because of the US dollar's upward trajectory is approaching escape velocity.


----EP. 225 REFERENCES----
I’m ‘Officially’ Calling It: Euro$ #5: https://bit.ly/3Ly6odf
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Melodic Space" by VELDA.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

VELDA: https://www.epidemicsound.com/artists/velda/
"Melodic Space": https://www.epidemicsound.com/track/Wkrg98WtJS/

]]> Since August 9, 2007 the global economy has been rocked by four world or regional dollar / money / credit shortages (2007-09, 2011-12, 2014-16, 2018-20). It is official, #5 has begun. We know for sure because of the US dollar's upward trajectory is approaching escape velocity.


----EP. 225 REFERENCES----
I’m ‘Officially’ Calling It: Euro$ #5: https://bit.ly/3Ly6odf
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Melodic Space" by VELDA.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

VELDA: https://www.epidemicsound.com/artists/velda/
"Melodic Space": https://www.epidemicsound.com/track/Wkrg98WtJS/

]]> Sun, 01 May 2022 10:43:56 -0400 Jeff Snider Jeff Snider 1200 Since August 9, 2007 the global economy has been rocked by four world or regional dollar / money / credit shortages (2007-09, 2011-12, 2014-16, 2018-20). It is official, #5 has begun. Since August 9, 2007 the global economy has been rocked by four world or regional dollar / money / credit shortages (2007-09, 2011-12, 2014-16, 2018-20). It is official, #5 has begun. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Interview with Macro Alf on Banks, Collateral [Eurodollar University, Ep. 224] 224 224 Interview with Macro Alf on Banks, Collateral [Eurodollar University, Ep. 224] full 40d6a4c3-250f-4e97-b640-1332a5f260ad https://share.transistor.fm/s/c31a102a An insider's view of financial collateral, regulations, bond markets, bank reserves, central banks, quantitative easing and more! Alfonso "Macro Alf" Peccatiello of The Macro Compass joins Jeff Snider (and Emil).


----EP. 224 REFERENCES----
Interview with Macro Alf on Banks, Money & Macro [Eurodollar University, Ep. 194] https://youtu.be/9cYHTTkykXk

Alfonso Peccatiello's Substack: https://TheMacroCompass.substack.com/
Alfonso Peccatiello's Twitter: https://twitter.com/MacroAlf

Jeff's Twitter: https://twitter.com/JeffSnider_AIP
Emil's Twitter: https://twitter.com/EmilKalinowski


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Melodic Space" by VELDA.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

VELDA: https://www.epidemicsound.com/artists/velda/
"Melodic Space": https://www.epidemicsound.com/track/Wkrg98WtJS/

]]> An insider's view of financial collateral, regulations, bond markets, bank reserves, central banks, quantitative easing and more! Alfonso "Macro Alf" Peccatiello of The Macro Compass joins Jeff Snider (and Emil).


----EP. 224 REFERENCES----
Interview with Macro Alf on Banks, Money & Macro [Eurodollar University, Ep. 194] https://youtu.be/9cYHTTkykXk

Alfonso Peccatiello's Substack: https://TheMacroCompass.substack.com/
Alfonso Peccatiello's Twitter: https://twitter.com/MacroAlf

Jeff's Twitter: https://twitter.com/JeffSnider_AIP
Emil's Twitter: https://twitter.com/EmilKalinowski


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Melodic Space" by VELDA.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

VELDA: https://www.epidemicsound.com/artists/velda/
"Melodic Space": https://www.epidemicsound.com/track/Wkrg98WtJS/

]]> Thu, 28 Apr 2022 10:39:51 -0400 Jeff Snider Jeff Snider 3900 An insider's view of financial collateral, regulations, bond markets, bank reserves, central banks, quantitative easing and more! An insider's view of financial collateral, regulations, bond markets, bank reserves, central banks, quantitative easing and more! Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Monetary Warning: Repurchase Agreement Fails Spike [Eurodollar University, Ep. 223] 223 223 Monetary Warning: Repurchase Agreement Fails Spike [Eurodollar University, Ep. 223] full 8757921b-a040-42ab-a94e-760f8f44b2ba https://share.transistor.fm/s/c96351b5 Primary Dealers are failing to deliver and failing to receive collateral used to secure short-term funding at levels last seen in March 2020; the COVID-POCALYPSE BUST UP! These repurchase agreement fails are a warning that the monetary system is under significant strain.


----EP. 223 REFERENCES----
Yield Curve Inversion Was/Is Absolutely All About Collateral: https://bit.ly/3EFAQjl
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Multidimensional" by Sarah, the Illstrumentalist.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Sarah, the Illstrumentalist: https://www.epidemicsound.com/artists/sarah-the-illstrumentalist/
"Multidimensional": https://www.epidemicsound.com/track/s0k07RIIz2/

]]> Primary Dealers are failing to deliver and failing to receive collateral used to secure short-term funding at levels last seen in March 2020; the COVID-POCALYPSE BUST UP! These repurchase agreement fails are a warning that the monetary system is under significant strain.


----EP. 223 REFERENCES----
Yield Curve Inversion Was/Is Absolutely All About Collateral: https://bit.ly/3EFAQjl
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Multidimensional" by Sarah, the Illstrumentalist.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Sarah, the Illstrumentalist: https://www.epidemicsound.com/artists/sarah-the-illstrumentalist/
"Multidimensional": https://www.epidemicsound.com/track/s0k07RIIz2/

]]> Tue, 26 Apr 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1200 Primary Dealers are failing to deliver and failing to receive collateral used to secure short-term funding at levels last seen in March 2020; the COVID-POCALYPSE BUST UP! Primary Dealers are failing to deliver and failing to receive collateral used to secure short-term funding at levels last seen in March 2020; the COVID-POCALYPSE BUST UP! Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Fed's INABILITY to Inflate caused Oil Price Spike [Eurodollar University, Ep. 222] 222 222 Fed's INABILITY to Inflate caused Oil Price Spike [Eurodollar University, Ep. 222] full a9d1d683-af3a-4e46-8ff8-00ba24d48410 https://share.transistor.fm/s/de7cb795 The price of oil is very high, causing consumer prices to rise and it is because of the Federal Reserve. BUT NOT WHY YOU THINK! The Fed does not create real-economy money and their inability to create it - or encourage private banks to - has resulted in NOT ENOUGH MONEY. Lack of money to invest in oil production.


----EP. 222 REFERENCES----
I Told You It *Wasn’t* Money Printing; How The Fed Helped Cause, But Can’t Solve, Our Current ‘Inflation’: https://bit.ly/3K6Py3R
Dallas Fed Energy Survey: https://bit.ly/3MsFioi
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Multidimensional" by Sarah, the Illstrumentalist.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Sarah, the Illstrumentalist: https://www.epidemicsound.com/artists/sarah-the-illstrumentalist/
"Multidimensional": https://www.epidemicsound.com/track/s0k07RIIz2/

]]> The price of oil is very high, causing consumer prices to rise and it is because of the Federal Reserve. BUT NOT WHY YOU THINK! The Fed does not create real-economy money and their inability to create it - or encourage private banks to - has resulted in NOT ENOUGH MONEY. Lack of money to invest in oil production.


----EP. 222 REFERENCES----
I Told You It *Wasn’t* Money Printing; How The Fed Helped Cause, But Can’t Solve, Our Current ‘Inflation’: https://bit.ly/3K6Py3R
Dallas Fed Energy Survey: https://bit.ly/3MsFioi
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Multidimensional" by Sarah, the Illstrumentalist.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Sarah, the Illstrumentalist: https://www.epidemicsound.com/artists/sarah-the-illstrumentalist/
"Multidimensional": https://www.epidemicsound.com/track/s0k07RIIz2/

]]> Mon, 25 Apr 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1260 The price of oil is very high, causing consumer prices to rise and it is because of the Federal Reserve. BUT NOT WHY YOU THINK! The price of oil is very high, causing consumer prices to rise and it is because of the Federal Reserve. BUT NOT WHY YOU THINK! Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Myth of Paul Volcker and the Powerful Fed [Eurodollar University, Ep. 221] 221 221 The Myth of Paul Volcker and the Powerful Fed [Eurodollar University, Ep. 221] full 019249c7-079a-4f19-b62b-aec7cff4a518 https://share.transistor.fm/s/b91e1e25 Paul Volcker is widely credited in ending the 1970s Great Inflation with stratospheric rate hikes, purposefully pushing the USA into recession. Balderdash! Volcker blinked when rates spiked (secretly trying to unwind them). And it was stratospheric oil prices that brought on recession (as 'all' contemporary accounts agreed).


----EP. 221 REFERENCES----
The Fed Will Do What It Does, and It Won't Matter: https://bit.ly/3Mmj5YT
Economists Criticize Volcker: https://nyti.ms/37yZ2I2
Few Expect Relief From Higher Rates: https://nyti.ms/3Lg6sP2
Banks ‘Profitability Tested: https://nyti.ms/3Ovc9KM
Price Indexes Stir Complaints: https://nyti.ms/3L8pIxz
Schultze and Jackson Differ Over Inflation: https://nyti.ms/3vGp9o6
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Multidimensional" by Sarah, the Illstrumentalist.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Sarah, the Illstrumentalist: https://www.epidemicsound.com/artists/sarah-the-illstrumentalist/
"Multidimensional": https://www.epidemicsound.com/track/s0k07RIIz2/

]]> Paul Volcker is widely credited in ending the 1970s Great Inflation with stratospheric rate hikes, purposefully pushing the USA into recession. Balderdash! Volcker blinked when rates spiked (secretly trying to unwind them). And it was stratospheric oil prices that brought on recession (as 'all' contemporary accounts agreed).


----EP. 221 REFERENCES----
The Fed Will Do What It Does, and It Won't Matter: https://bit.ly/3Mmj5YT
Economists Criticize Volcker: https://nyti.ms/37yZ2I2
Few Expect Relief From Higher Rates: https://nyti.ms/3Lg6sP2
Banks ‘Profitability Tested: https://nyti.ms/3Ovc9KM
Price Indexes Stir Complaints: https://nyti.ms/3L8pIxz
Schultze and Jackson Differ Over Inflation: https://nyti.ms/3vGp9o6
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
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SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Multidimensional" by Sarah, the Illstrumentalist.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Sarah, the Illstrumentalist: https://www.epidemicsound.com/artists/sarah-the-illstrumentalist/
"Multidimensional": https://www.epidemicsound.com/track/s0k07RIIz2/

]]> Sun, 24 Apr 2022 09:15:52 -0400 Jeff Snider Jeff Snider 2160 Paul Volcker is widely credited in ending the 1970s Great Inflation with stratospheric rate hikes, purposefully pushing the USA into recession. Balderdash! Paul Volcker is widely credited in ending the 1970s Great Inflation with stratospheric rate hikes, purposefully pushing the USA into recession. Balderdash! Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Platinum, a good investment? [Pain Points & Capital Flows, Ep. 220] 220 220 Platinum, a good investment? [Pain Points & Capital Flows, Ep. 220] full 3a4c4f86-94e1-40a2-95ff-3dc5770b01b4 https://share.transistor.fm/s/a23f0a46 Commodity prices are volatile. Supply is suspect and demand is dicey. So, what does the future hold for platinum? A review of the supply and demand fundamentals with Wilma Swarts. Also, Daniel Want analyzes capital flows and potential pain points.


-----SEE IT -----
YouTube: https://bit.ly/310yisL


----HEAR IT-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: http...

]]> Commodity prices are volatile. Supply is suspect and demand is dicey. So, what does the future hold for platinum? A review of the supply and demand fundamentals with Wilma Swarts. Also, Daniel Want analyzes capital flows and potential pain points.


-----SEE IT -----
YouTube: https://bit.ly/310yisL


----HEAR IT-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: http...

]]> Thu, 21 Apr 2022 14:57:23 -0400 Jeff Snider Jeff Snider 3900 Commodity prices are volatile. Supply is suspect and demand is dicey. So, what does the future hold for platinum? Commodity prices are volatile. Supply is suspect and demand is dicey. So, what does the future hold for platinum? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Will the next Global Bank Crisis start in S. Korea? [Eurodollar University, Ep. 219] 219 219 Will the next Global Bank Crisis start in S. Korea? [Eurodollar University, Ep. 219] full f3a84b7f-8985-47a7-82ae-35dd905942b9 https://share.transistor.fm/s/3df7ba76 The Economist worries that South Korea is mimicking 1980s' Japan—before the bust and lost decades; they may be right. The Bank for International Settlements' five early warning indicators show Korea has tripped ALL FIVE thresholds!


----EP. 219 REFERENCES----
Kindred Seoul: https://econ.st/3JHB36h
Early warning indicators of banking crises (expanding the family): https://bit.ly/3jFyffx
Early warning indicators of banking crises (online appendix): https://bit.ly/3uKq4or
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Marked Up" by Damma Beatz.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Damma Beatz: https://www.epidemicsound.com/artists/damma-beatz/
"Marked Up": https://www.epidemicsound.com/track/UWBXJoGnC5/

]]> The Economist worries that South Korea is mimicking 1980s' Japan—before the bust and lost decades; they may be right. The Bank for International Settlements' five early warning indicators show Korea has tripped ALL FIVE thresholds!


----EP. 219 REFERENCES----
Kindred Seoul: https://econ.st/3JHB36h
Early warning indicators of banking crises (expanding the family): https://bit.ly/3jFyffx
Early warning indicators of banking crises (online appendix): https://bit.ly/3uKq4or
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Marked Up" by Damma Beatz.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Damma Beatz: https://www.epidemicsound.com/artists/damma-beatz/
"Marked Up": https://www.epidemicsound.com/track/UWBXJoGnC5/

]]> Wed, 20 Apr 2022 10:17:42 -0400 Jeff Snider Jeff Snider 1980 The Bank for International Settlements' five early warning indicators show Korea has tripped ALL FIVE private-debt thresholds! The Bank for International Settlements' five early warning indicators show Korea has tripped ALL FIVE private-debt thresholds! Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No RECESSION WATCH: Oct. 2021 Debt Ceiling as Patient 0 [Eurodollar University, Ep. 218] 218 218 RECESSION WATCH: Oct. 2021 Debt Ceiling as Patient 0 [Eurodollar University, Ep. 218] full 462e0e10-fb72-40f9-8a61-2b7e698dbcf0 https://share.transistor.fm/s/4f3f25e8 The US Treasury yield curve has inverted, a capital market klaxon warning that the US is on course for a recession. When did markets begin to move towards inversion? October 2021. What happened then? The debt 'ceiling' (melo)drama.


----EP. 218 REFERENCES----
*Every* Time, Debt Ceiling Impacts Collateral Producing Inevitable Deflationary Currency: https://bit.ly/3rsrOAC
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Marked Up" by Damma Beatz.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Damma Beatz: https://www.epidemicsound.com/artists/damma-beatz/
"Marked Up": https://www.epidemicsound.com/track/UWBXJoGnC5/

]]> The US Treasury yield curve has inverted, a capital market klaxon warning that the US is on course for a recession. When did markets begin to move towards inversion? October 2021. What happened then? The debt 'ceiling' (melo)drama.


----EP. 218 REFERENCES----
*Every* Time, Debt Ceiling Impacts Collateral Producing Inevitable Deflationary Currency: https://bit.ly/3rsrOAC
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Marked Up" by Damma Beatz.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Damma Beatz: https://www.epidemicsound.com/artists/damma-beatz/
"Marked Up": https://www.epidemicsound.com/track/UWBXJoGnC5/

]]> Tue, 19 Apr 2022 09:43:48 -0400 Jeff Snider Jeff Snider 780 The US Treasury yield curve has inverted. When did markets begin to move towards inversion? October 2021. What happened then? The debt 'ceiling' (melo)drama. The US Treasury yield curve has inverted. When did markets begin to move towards inversion? October 2021. What happened then? The debt 'ceiling' (melo)drama. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Why Zoltan Pozsar's Bretton Woods 3 is SO WRONG [Eurodollar University, Ep. 217] 217 217 Why Zoltan Pozsar's Bretton Woods 3 is SO WRONG [Eurodollar University, Ep. 217] full 95610c4a-2ffc-4c15-a988-824c2ed965be https://share.transistor.fm/s/188d08eb Zoltan Pozsar says a commodity-based, China-led monetary order—Bretton Woods III—is upon us, resulting in the decline of the US dollar and escalating repudiation of US Treasuries. This is not going to happen! China doesn't want it; neither do exporters nor commodity producers.


----EP. 217 REFERENCES----
(Credit Suisse) Bretton Woods III: https://bit.ly/38H76q8
(Credit Suisse) Money, Commodities, and Bretton Woods III: https://bit.ly/3jK2YI4
(Credit Suisse) The Big $hort: https://bit.ly/3roesFp
(Odd Lots) This Is Zoltan Pozsar's Vision For Bretton Woods III: https://apple.co/3EhDsDu
(Michael Pettis) Changing the Top Global Currency Means Changing the Patterns of Global Trade: https://bit.ly/3jCKPMr
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Marked Up" by Damma Beatz.

------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Damma Beatz: https://www.epidemicsound.com/artists/damma-beatz/
"Marked Up": https://www.epidemicsound.com/track/UWBXJoGnC5/

]]> Zoltan Pozsar says a commodity-based, China-led monetary order—Bretton Woods III—is upon us, resulting in the decline of the US dollar and escalating repudiation of US Treasuries. This is not going to happen! China doesn't want it; neither do exporters nor commodity producers.


----EP. 217 REFERENCES----
(Credit Suisse) Bretton Woods III: https://bit.ly/38H76q8
(Credit Suisse) Money, Commodities, and Bretton Woods III: https://bit.ly/3jK2YI4
(Credit Suisse) The Big $hort: https://bit.ly/3roesFp
(Odd Lots) This Is Zoltan Pozsar's Vision For Bretton Woods III: https://apple.co/3EhDsDu
(Michael Pettis) Changing the Top Global Currency Means Changing the Patterns of Global Trade: https://bit.ly/3jCKPMr
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Marked Up" by Damma Beatz.

------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Damma Beatz: https://www.epidemicsound.com/artists/damma-beatz/
"Marked Up": https://www.epidemicsound.com/track/UWBXJoGnC5/

]]> Mon, 18 Apr 2022 15:13:51 -0400 Jeff Snider Jeff Snider 3000 Zoltan Pozsar says a commodity-based, China-led monetary order is upon us, resulting in the decline of the US dollar and escalating repudiation of US Treasuries. This is not going to happen! Zoltan Pozsar says a commodity-based, China-led monetary order is upon us, resulting in the decline of the US dollar and escalating repudiation of US Treasuries. This is not going to happen! Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Michael Green: Nobody Wants Jeff Snider to Win! [Eurodollar University, Ep. 216] 216 216 Michael Green: Nobody Wants Jeff Snider to Win! [Eurodollar University, Ep. 216] full 33315b9e-8e5a-4ce3-b464-73fe0f52d18e https://share.transistor.fm/s/40eff6a6 Michael Green, professional gentleman of capital market structure, explains why US Treasury yields are rising, why options for Eurodollar future negative yields are gaining value, and why the balance of probabilities favors monetary / economic disinflation / deflation, not expansion, growth or inflation.

-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Melodic Space" by VELDA.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

VELDA: https://www.epidemicsound.com/artists/velda/
"Melodic Space": https://www.epidemicsound.com/track/Wkrg98WtJS/


#MichaelGreen #JeffSnider #Inflation #Deflation #EurodollarFutures #USTreasuryYields #YieldCurve

]]> Michael Green, professional gentleman of capital market structure, explains why US Treasury yields are rising, why options for Eurodollar future negative yields are gaining value, and why the balance of probabilities favors monetary / economic disinflation / deflation, not expansion, growth or inflation.

-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Melodic Space" by VELDA.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

VELDA: https://www.epidemicsound.com/artists/velda/
"Melodic Space": https://www.epidemicsound.com/track/Wkrg98WtJS/


#MichaelGreen #JeffSnider #Inflation #Deflation #EurodollarFutures #USTreasuryYields #YieldCurve

]]> Tue, 12 Apr 2022 10:46:22 -0400 Jeff Snider Jeff Snider 3600 Michael Green explains why Treasury yields are rising, why options for negative yields Eurodollars are gaining value, and why the balance of probabilities favors monetary disinflation / deflation. Michael Green explains why Treasury yields are rising, why options for negative yields Eurodollars are gaining value, and why the balance of probabilities favors monetary disinflation / deflation. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No There is No Such Thing as A Petrodollar [Eurodollar University, Ep. 215] 215 215 There is No Such Thing as A Petrodollar [Eurodollar University, Ep. 215] full b624536a-8716-4afa-ab7a-baced25555ee https://share.transistor.fm/s/761f528c Petrodollar? There's no such thing. We didn't transition from a gold- to an oil-backed dollar. There was something else, another kind of dollar—hidden by a conspiracy of silence between '44 and '73. Instead the world transitioned from a gold-backed US dollar to a offshore, ledger-based bank-centered eurodollar. This same eurodollar system absorbed petrodollars, easily.


----EP. 215 REFERENCES----
There Are No Petrodollars, Plus the Focus Misses the Point: https://bit.ly/3xjpzTQ
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Melodic Space" by VELDA.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

VELDA: https://www.epidemicsound.com/artists/velda/
"Melodic Space": https://www.epidemicsound.com/track/Wkrg98WtJS/

]]> Petrodollar? There's no such thing. We didn't transition from a gold- to an oil-backed dollar. There was something else, another kind of dollar—hidden by a conspiracy of silence between '44 and '73. Instead the world transitioned from a gold-backed US dollar to a offshore, ledger-based bank-centered eurodollar. This same eurodollar system absorbed petrodollars, easily.


----EP. 215 REFERENCES----
There Are No Petrodollars, Plus the Focus Misses the Point: https://bit.ly/3xjpzTQ
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Melodic Space" by VELDA.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

VELDA: https://www.epidemicsound.com/artists/velda/
"Melodic Space": https://www.epidemicsound.com/track/Wkrg98WtJS/

]]> Sun, 10 Apr 2022 10:30:41 -0400 Jeff Snider Jeff Snider 1500 Petrodollar? There's no such thing. We didn't transition from a gold- to an oil-backed dollar. There was something else, another kind of dollar—hidden by a conspiracy of silence between '44 and '73. Petrodollar? There's no such thing. We didn't transition from a gold- to an oil-backed dollar. There was something else, another kind of dollar—hidden by a conspiracy of silence between '44 and '73. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Fed Worried about Inflation during GREAT DEPRESSION?! [Eurodollar University, Ep. 214] 214 214 Fed Worried about Inflation during GREAT DEPRESSION?! [Eurodollar University, Ep. 214] full a5dd92cc-dafc-4852-9e65-0b15a660d0af https://share.transistor.fm/s/6add06a6 In the middle (1937-38) of the Great Depression (1929-47) the Federal Reserve FREAKED out about accelerating consumer prices and the EXCESS supply of bank reserves, so they started to hike rates. During a depression!! Rinse and repeat (2022-2?) during the Silent Depression (2007-2?).


----EP. 214 REFERENCES----
Curve Wars: Short Follows Long Because It’s *Never* Just One Part or One Curve: https://bit.ly/3JdswYE
(Don't Fear) The Yield Curve, Reprise: https://bit.ly/3LKhXOo
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Melodic Space" by VELDA.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

VELDA: https://www.epidemicsound.com/artists/velda/
"Melodic Space": https://www.epidemicsound.com/track/Wkrg98WtJS/

]]> In the middle (1937-38) of the Great Depression (1929-47) the Federal Reserve FREAKED out about accelerating consumer prices and the EXCESS supply of bank reserves, so they started to hike rates. During a depression!! Rinse and repeat (2022-2?) during the Silent Depression (2007-2?).


----EP. 214 REFERENCES----
Curve Wars: Short Follows Long Because It’s *Never* Just One Part or One Curve: https://bit.ly/3JdswYE
(Don't Fear) The Yield Curve, Reprise: https://bit.ly/3LKhXOo
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Melodic Space" by VELDA.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

VELDA: https://www.epidemicsound.com/artists/velda/
"Melodic Space": https://www.epidemicsound.com/track/Wkrg98WtJS/

]]> Sat, 09 Apr 2022 10:08:49 -0400 Jeff Snider Jeff Snider 2100 In the middle of the Great Depression the Federal Reserve FREAKED out about accelerating consumer prices and the EXCESS supply of bank reserves, so they started to hike rates. Rinse and repeat? In the middle of the Great Depression the Federal Reserve FREAKED out about accelerating consumer prices and the EXCESS supply of bank reserves, so they started to hike rates. Rinse and repeat? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No RECESSION WATCH: Income Stopped Growing in Oct. '21 [Eurodollar University, Ep. 213] 213 213 RECESSION WATCH: Income Stopped Growing in Oct. '21 [Eurodollar University, Ep. 213] full d1712bcc-af70-402d-b429-d1d3714b62e2 https://share.transistor.fm/s/5157c67a Americans' real personal income (excluding transfer receipts) stopped improving way back in October 2021. Would you believe that the US Treasury yield curve began to move towards inversion the very same month?! Now the curve has inverted, a warning that economic recession is probable. Welcome to Hades.


----EP. 213 REFERENCES----
The Short, Sweet Income Case For Ugly Inversion(s), Too: https://bit.ly/3DOSHDT
Curve Inversion Confirmed by Fed's US Treasury Lending [Ep. 204]: https://youtu.be/BWsVCNxf7bs
Curve Inversion Warning Confirmed by TriParty Repo Collateral [Ep. 205]: https://youtu.be/k-Y3aljz2Fs
Inventory Moved USA Toward Recession in October 2021 [Ep. 209]: https://youtu.be/0a6O9ydNNFs
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Melodic Space" by VELDA.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

VELDA: https://www.epidemicsound.com/artists/velda/
"Melodic Space": https://www.epidemicsound.com/track/Wkrg98WtJS/

]]> Americans' real personal income (excluding transfer receipts) stopped improving way back in October 2021. Would you believe that the US Treasury yield curve began to move towards inversion the very same month?! Now the curve has inverted, a warning that economic recession is probable. Welcome to Hades.


----EP. 213 REFERENCES----
The Short, Sweet Income Case For Ugly Inversion(s), Too: https://bit.ly/3DOSHDT
Curve Inversion Confirmed by Fed's US Treasury Lending [Ep. 204]: https://youtu.be/BWsVCNxf7bs
Curve Inversion Warning Confirmed by TriParty Repo Collateral [Ep. 205]: https://youtu.be/k-Y3aljz2Fs
Inventory Moved USA Toward Recession in October 2021 [Ep. 209]: https://youtu.be/0a6O9ydNNFs
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
PodcastRepublic:https://bit.ly/3LH8JlV


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Melodic Space" by VELDA.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

VELDA: https://www.epidemicsound.com/artists/velda/
"Melodic Space": https://www.epidemicsound.com/track/Wkrg98WtJS/

]]> Fri, 08 Apr 2022 09:46:06 -0400 Jeff Snider Jeff Snider 780 US real personal income stopped improving back in October 2021. Would you believe that the US Treasury yield curve began to move towards inversion the very same month? US real personal income stopped improving back in October 2021. Would you believe that the US Treasury yield curve began to move towards inversion the very same month? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Fed told Congress to Ignore Offshore Money Creation [Eurodollar University, Ep. 212] 212 212 Fed told Congress to Ignore Offshore Money Creation [Eurodollar University, Ep. 212] full f0b4605e-b63f-40e4-b0ae-24068fd99052 https://share.transistor.fm/s/a8a7f1b7 In the 1960s the Bank for International Settlements investigated the offshore, shadow-money system and found it straightforward and to be ignored. In the 1970s the Federal Reserve said same system had become complex and difficult to define; it then told the US Congress to ignore it.


----EP. 212 REFERENCES----
Volcker’s Petrodollar Bigfoot; Or Why Curves Today Are So Against The Fed And Its Rate Hikes: https://bit.ly/3J0mfzi
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "1983" by Ben Elson.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Ben Elson: https://www.epidemicsound.com/artists/ben-elson/
Arcaders: https://www.epidemicsound.com/track/bvf2W5TWvQ/

]]> In the 1960s the Bank for International Settlements investigated the offshore, shadow-money system and found it straightforward and to be ignored. In the 1970s the Federal Reserve said same system had become complex and difficult to define; it then told the US Congress to ignore it.


----EP. 212 REFERENCES----
Volcker’s Petrodollar Bigfoot; Or Why Curves Today Are So Against The Fed And Its Rate Hikes: https://bit.ly/3J0mfzi
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "1983" by Ben Elson.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Ben Elson: https://www.epidemicsound.com/artists/ben-elson/
Arcaders: https://www.epidemicsound.com/track/bvf2W5TWvQ/

]]> Mon, 04 Apr 2022 08:54:19 -0400 Jeff Snider Jeff Snider 1200 In the 1970s the Federal Reserve investigated the offshore, shadow-money system and found it complex and difficult to define; it then told the US Congress to ignore it. In the 1970s the Federal Reserve investigated the offshore, shadow-money system and found it complex and difficult to define; it then told the US Congress to ignore it. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The 7s10s Treasury Spread is a Leading Indicator [Eurodollar University, Ep. 211] 211 211 The 7s10s Treasury Spread is a Leading Indicator [Eurodollar University, Ep. 211] full f414ad32-f040-4569-be81-f7201774aca4 https://share.transistor.fm/s/be22aa0e The spread between the 7-year and 10-year US Treasury has been a leading indicator of US recession and/or global or regional capital liquidity shortages. We review the inversion and flattening from 1990 to the present.


----EP. 211 REFERENCES----
Long-end Inversion *Does* Indicate Recession Risks Are Actually Elevated: https://bit.ly/377fY7I
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "1983" by Ben Elson.

------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> The spread between the 7-year and 10-year US Treasury has been a leading indicator of US recession and/or global or regional capital liquidity shortages. We review the inversion and flattening from 1990 to the present.


----EP. 211 REFERENCES----
Long-end Inversion *Does* Indicate Recession Risks Are Actually Elevated: https://bit.ly/377fY7I
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "1983" by Ben Elson.

------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> Sun, 03 Apr 2022 10:17:47 -0400 Jeff Snider Jeff Snider 1260 The spread between the 7-year and 10-year US Treasury has been a leading indicator of US recession and/or global or regional capital liquidity shortages. The spread between the 7-year and 10-year US Treasury has been a leading indicator of US recession and/or global or regional capital liquidity shortages. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Epic Supply Shock Powers Inflation in US [Eurodollar University, Ep. 210] 210 210 Epic Supply Shock Powers Inflation in US [Eurodollar University, Ep. 210] full d3c37399-3e57-4ace-8d1d-7632aaa41031 https://share.transistor.fm/s/739bae48 A review of US 2021 Q4 GDP helps explain how surging demand, in concert with mauled logistical supply chains, caused blowout consumer price levels. Also, thoughts on gross domestic income and why real business income is less robust than nominal income.


----EP. 210 REFERENCES----
GDP (and GDI) Lays Out The Perfect Supply Shock Case, And Its Downside: https://bit.ly/3uGXHpT
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "1983" by Ben Elson.

------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> A review of US 2021 Q4 GDP helps explain how surging demand, in concert with mauled logistical supply chains, caused blowout consumer price levels. Also, thoughts on gross domestic income and why real business income is less robust than nominal income.


----EP. 210 REFERENCES----
GDP (and GDI) Lays Out The Perfect Supply Shock Case, And Its Downside: https://bit.ly/3uGXHpT
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "1983" by Ben Elson.

------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> Sat, 02 Apr 2022 10:17:36 -0400 Jeff Snider Jeff Snider 1320 A review of US 2021 Q4 GDP helps explain how surging demand, in concert with mauled logistical supply chains, caused blowout consumer price levels. A review of US 2021 Q4 GDP helps explain how surging demand, in concert with mauled logistical supply chains, caused blowout consumer price levels. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No USA Moved Toward Recession in October 2021 - Why? [Eurodollar University, Ep. 209] 209 209 USA Moved Toward Recession in October 2021 - Why? [Eurodollar University, Ep. 209] full 21df7e6f-1427-4091-94c4-68c6dd0a8ff0 https://share.transistor.fm/s/5fe36c50 The US Treasury yield and Eurodollar futures curves are inverted, strongly suggesting US recession and/or global monetary disorder lies ahead. This did not happen overnight! When did markets begin their journey to recession warnings? In October 2021. But why?


----EP. 209 REFERENCES----
Inversions And Inventory, The Major Products of October: https://bit.ly/3qU5U9k
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "1983" by Ben Elson.

------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> The US Treasury yield and Eurodollar futures curves are inverted, strongly suggesting US recession and/or global monetary disorder lies ahead. This did not happen overnight! When did markets begin their journey to recession warnings? In October 2021. But why?


----EP. 209 REFERENCES----
Inversions And Inventory, The Major Products of October: https://bit.ly/3qU5U9k
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "1983" by Ben Elson.

------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> Fri, 01 Apr 2022 10:06:16 -0400 Jeff Snider Jeff Snider 1200 The Treasury curve are inverted, strongly suggesting US recession. When did it begin the journey to recession warnings? In October 2021. Why? The Treasury curve are inverted, strongly suggesting US recession. When did it begin the journey to recession warnings? In October 2021. Why? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Algorithmic Stablecoins - a New Monetary Order? [Eurodollar University, Ep. 208] 208 208 Algorithmic Stablecoins - a New Monetary Order? [Eurodollar University, Ep. 208] full 38f5c72d-9ec2-4d01-8bf9-d9dce98ac3d4 https://share.transistor.fm/s/3ab7ce1b Algorithmic stablecoins may be the solution to our 15-year monetary malfunction. We consider where and if stablecoins fit into money creation, intermediation and whether they'd be units of account, stores of wealth and/or mediums of exchange.


----EP. 208 REFERENCES----
*The* Monetary Answer: Undoing The Biggest Money Mistake of the Past: https://bit.ly/3IKVlLz
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Arcaders" by Ben Elson.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Ben Elson: https://www.epidemicsound.com/artists/ben-elson/
Arcaders: https://www.epidemicsound.com/track/mXeSACLm2g/

]]> Algorithmic stablecoins may be the solution to our 15-year monetary malfunction. We consider where and if stablecoins fit into money creation, intermediation and whether they'd be units of account, stores of wealth and/or mediums of exchange.


----EP. 208 REFERENCES----
*The* Monetary Answer: Undoing The Biggest Money Mistake of the Past: https://bit.ly/3IKVlLz
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Arcaders" by Ben Elson.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Ben Elson: https://www.epidemicsound.com/artists/ben-elson/
Arcaders: https://www.epidemicsound.com/track/mXeSACLm2g/

]]> Tue, 29 Mar 2022 07:00:00 -0400 Jeff Snider Jeff Snider 2100 Algorithmic stablecoins may be the solution to our 15-year monetary malfunction. We consider where and if stablecoins fit into money creation, intermediation and whether they'd be units of account, stores of wealth and/or mediums of exchange. Algorithmic stablecoins may be the solution to our 15-year monetary malfunction. We consider where and if stablecoins fit into money creation, intermediation and whether they'd be units of account, stores of wealth and/or mediums of exchange. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Treasury Bills Trading Below Fed's RRP 'Floor' [Eurodollar University, Ep. 207] 207 207 Treasury Bills Trading Below Fed's RRP 'Floor' [Eurodollar University, Ep. 207] full 3f52c74d-0f22-429e-92b4-c4fd415eb16a https://share.transistor.fm/s/97537ee8 The Federal Reserve's rate hike increased the reverse repo program rate, the so-called rate "floor". But why then are the 4- and 8-week US Treasury Bills trading BELOW the floor?  Because there's a collateral shortfall. A monetary deflation perhaps?


----EP. 207 REFERENCES----
The Fed Inadvertently Adds To Our Ironclad Collateral Case Which Does Seem To Have Already Included A ‘Collateral Day’ (or days): https://bit.ly/3wFfRv2
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Arcaders" by Ben Elson.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Ben Elson: https://www.epidemicsound.com/artists/ben-elson/
Arcaders: https://www.epidemicsound.com/track/mXeSACLm2g/

]]> The Federal Reserve's rate hike increased the reverse repo program rate, the so-called rate "floor". But why then are the 4- and 8-week US Treasury Bills trading BELOW the floor?  Because there's a collateral shortfall. A monetary deflation perhaps?


----EP. 207 REFERENCES----
The Fed Inadvertently Adds To Our Ironclad Collateral Case Which Does Seem To Have Already Included A ‘Collateral Day’ (or days): https://bit.ly/3wFfRv2
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Arcaders" by Ben Elson.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Ben Elson: https://www.epidemicsound.com/artists/ben-elson/
Arcaders: https://www.epidemicsound.com/track/mXeSACLm2g/

]]> Mon, 28 Mar 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1680 The Federal Reserve's rate hike increased the reverse repo program rate "floor". Then why are the 4- and 8-week US Treasury Bills trading BELOW the floor? The Federal Reserve's rate hike increased the reverse repo program rate "floor". Then why are the 4- and 8-week US Treasury Bills trading BELOW the floor? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Treasury Curve Inversion Expands [Eurodollar University, Ep. 206] 206 206 Treasury Curve Inversion Expands [Eurodollar University, Ep. 206] full f7c85d56-5791-4636-8891-83dd0ac47054 https://share.transistor.fm/s/025c2201 The US Treasury yield curve inversion is EXPANDING.  It has now subsumed the 3-year note under a tide of negative economic expectations.  This is the monetary system's warning claxon, but are the authorities listening? (No.)


----EP. 205 REFERENCES----
Inversion Is The Real March Madness, Just Don’t Take It Literally: https://bit.ly/3JF2lLt
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Arcaders" by Ben Elson.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Ben Elson: https://www.epidemicsound.com/artists/ben-elson/
Arcaders: https://www.epidemicsound.com/track/mXeSACLm2g/

]]> The US Treasury yield curve inversion is EXPANDING.  It has now subsumed the 3-year note under a tide of negative economic expectations.  This is the monetary system's warning claxon, but are the authorities listening? (No.)


----EP. 205 REFERENCES----
Inversion Is The Real March Madness, Just Don’t Take It Literally: https://bit.ly/3JF2lLt
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Arcaders" by Ben Elson.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Ben Elson: https://www.epidemicsound.com/artists/ben-elson/
Arcaders: https://www.epidemicsound.com/track/mXeSACLm2g/

]]> Sun, 27 Mar 2022 13:03:21 -0400 Jeff Snider Jeff Snider 1500 The yield curve inversion is expanding and has now subsumed the 3-year note under a tide of negative economic expectations. The yield curve inversion is expanding and has now subsumed the 3-year note under a tide of negative economic expectations. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Curve Inversion Warning Confirmed by TriParty Repo Collateral [Eurodollar University, Ep. 205] 205 205 Curve Inversion Warning Confirmed by TriParty Repo Collateral [Eurodollar University, Ep. 205] full 91c4a364-8b71-4f83-96ff-89d49a752a19 https://share.transistor.fm/s/2bab957a The US Treasury yield curve has inverted, strongly implying economic weakness and likely US recession. But can we identify purely monetary (i.e. non-economic) reasons for the inversion? Yes! Like tri-party repurchase agreements.


----EP. 205 REFERENCES----
There Is An Absolutely Solid Collateral Case For What’s Driving Curve Inversion(s) [Part 2]: https://bit.ly/3N4BY3y
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639


-----------TAGS-----------
#JeffSnider #TriPartyRepo #Repo #RepurchaseAgreements #Inversion #TreasuryCurve #CurveInversion

]]> The US Treasury yield curve has inverted, strongly implying economic weakness and likely US recession. But can we identify purely monetary (i.e. non-economic) reasons for the inversion? Yes! Like tri-party repurchase agreements.


----EP. 205 REFERENCES----
There Is An Absolutely Solid Collateral Case For What’s Driving Curve Inversion(s) [Part 2]: https://bit.ly/3N4BY3y
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639


-----------TAGS-----------
#JeffSnider #TriPartyRepo #Repo #RepurchaseAgreements #Inversion #TreasuryCurve #CurveInversion

]]> Tue, 22 Mar 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1560 The US Treasury yield curve has inverted possibly for monetary like tri-party repurchase agreements. The US Treasury yield curve has inverted possibly for monetary like tri-party repurchase agreements. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Curve Inversion Confirmed by Fed's US Treasury Lending [Eurodollar University, Ep. 204] 204 204 Curve Inversion Confirmed by Fed's US Treasury Lending [Eurodollar University, Ep. 204] full 30f69235-321d-4db2-9c89-63895598c6fc https://share.transistor.fm/s/e2a0b024 The US Treasury yield curve has inverted, likely because the US economy is weak sauce. But what if we focused solely on shadow-money variables? Can we confirm the inversion warning via measures of shadow-collateral? (Yes)


----EP. 204 REFERENCES----
There Is An Absolutely Solid Collateral Case For What’s Driving Curve Inversion(s) [Part 1]: https://bit.ly/3wzX2JJ
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639

]]> The US Treasury yield curve has inverted, likely because the US economy is weak sauce. But what if we focused solely on shadow-money variables? Can we confirm the inversion warning via measures of shadow-collateral? (Yes)


----EP. 204 REFERENCES----
There Is An Absolutely Solid Collateral Case For What’s Driving Curve Inversion(s) [Part 1]: https://bit.ly/3wzX2JJ
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639

]]> Mon, 21 Mar 2022 07:00:00 -0400 Jeff Snider Jeff Snider 1560 Can we confirm the US Treasury yield curve inversion warning via measures of shadow-collateral? (Yes) Can we confirm the US Treasury yield curve inversion warning via measures of shadow-collateral? (Yes) Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Treasury Curve Inverts - Recession Countdown Begins [Eurodollar University, Ep. 203] 203 203 Treasury Curve Inverts - Recession Countdown Begins [Eurodollar University, Ep. 203] full c1bbb94c-c939-4d9f-a4d1-53823f3d74db https://share.transistor.fm/s/18ba31f1 The US Treasury curve has inverted. The countdown to the next American recession has begun. We review what happened, where the inversion is in the yield curve and whether there are enough life jackets for everyone (no).


----EP. 203 REFERENCES----
Another One Inverts, The Retching Cat Reaches Treasuries: https://bit.ly/3KZc9Am
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639

]]> The US Treasury curve has inverted. The countdown to the next American recession has begun. We review what happened, where the inversion is in the yield curve and whether there are enough life jackets for everyone (no).


----EP. 203 REFERENCES----
Another One Inverts, The Retching Cat Reaches Treasuries: https://bit.ly/3KZc9Am
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639

]]> Sun, 20 Mar 2022 10:17:59 -0400 Jeff Snider Jeff Snider 1320 The US Treasury curve has inverted. The countdown to the next American recession has begun. The US Treasury curve has inverted. The countdown to the next American recession has begun. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Bond, Money Markets Warnings [Eurodollar University, Ep. 202] 202 202 Bond, Money Markets Warnings [Eurodollar University, Ep. 202] full 9ef0e35f-ae6d-4fd0-abf4-75eac30aadb9 https://share.transistor.fm/s/3baa8007 An update on the US Treasury yield and Eurodollar futures curve shapes. Distorted? Contemplative? Grotesque? Retching cat chart pattern?


----EP. 202 REFERENCES----
Odd Curve Shapes, or More Chinese Than Russian: https://bit.ly/3IfGwAG
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639

]]> An update on the US Treasury yield and Eurodollar futures curve shapes. Distorted? Contemplative? Grotesque? Retching cat chart pattern?


----EP. 202 REFERENCES----
Odd Curve Shapes, or More Chinese Than Russian: https://bit.ly/3IfGwAG
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639

]]> Tue, 15 Mar 2022 13:01:59 -0400 Jeff Snider Jeff Snider 1200 An update on the US Treasury yield and Eurodollar futures curve shapes. Distorted? Contemplative? Grotesque? Retching cat chart pattern? An update on the US Treasury yield and Eurodollar futures curve shapes. Distorted? Contemplative? Grotesque? Retching cat chart pattern? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No 1940s were CPI Spike; 1960s were Inflation; What About 2020s? [Eurodollar University, Ep. 201] 201 201 1940s were CPI Spike; 1960s were Inflation; What About 2020s? [Eurodollar University, Ep. 201] full 051275b0-de2f-4314-8601-a5564b4aa191 https://share.transistor.fm/s/7732d20d The 1940s witnessed monstrous increases in consumer prices. But it wasn't inflation. In the 1960s? Smaller increases, but it was inflation. What's the difference? What about today?

-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639

]]> The 1940s witnessed monstrous increases in consumer prices. But it wasn't inflation. In the 1960s? Smaller increases, but it was inflation. What's the difference? What about today?

-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639

]]> Mon, 14 Mar 2022 09:57:05 -0400 Jeff Snider Jeff Snider 1740 The 1940s witnessed monstrous increases in consumer prices. But it wasn't inflation. In the 1960s? Smaller increases, but it was inflation. What's the difference? What about today? The 1940s witnessed monstrous increases in consumer prices. But it wasn't inflation. In the 1960s? Smaller increases, but it was inflation. What's the difference? What about today? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Yellen Says Fed Ops can just be Psych Pop [Eurodollar University, Ep. 200] 200 200 Yellen Says Fed Ops can just be Psych Pop [Eurodollar University, Ep. 200] full 0e6962b6-f222-4dd5-9b3b-3a46816dba70 https://share.transistor.fm/s/9859b04c You won't believe it but Janet Yellen said in 2013 that narrative supply - not money supply - can be an effective tool. Turns out most Fed action is just popular psychology and the madness of crowds.


-----SEE ALL EPISODES-----
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639

]]> You won't believe it but Janet Yellen said in 2013 that narrative supply - not money supply - can be an effective tool. Turns out most Fed action is just popular psychology and the madness of crowds.


-----SEE ALL EPISODES-----
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639

]]> Sun, 13 Mar 2022 08:21:44 -0400 Jeff Snider Jeff Snider 1440 You won't believe it but Janet Yellen said in 2013 that narrative supply - not money supply - can be an effective tool. You won't believe it but Janet Yellen said in 2013 that narrative supply - not money supply - can be an effective tool. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Repo Fail Swarms Are Back - Shadow Money Warning [Eurodollar University, Ep. 199] 199 199 Repo Fail Swarms Are Back - Shadow Money Warning [Eurodollar University, Ep. 199] full 0883a36d-7383-44ef-863e-0891d9b98106 https://share.transistor.fm/s/8b7c4301 Repurchase agreements are short-term collateralized loans made amongst banks. What happens when one party refuses to return the collateral? It's a "fail". They happen in swarms during unhealthy monetary conditions. They're happening now.

-----SEE ALL EPISODES-----
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639

]]> Repurchase agreements are short-term collateralized loans made amongst banks. What happens when one party refuses to return the collateral? It's a "fail". They happen in swarms during unhealthy monetary conditions. They're happening now.

-----SEE ALL EPISODES-----
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639

]]> Tue, 08 Mar 2022 08:45:38 -0500 Jeff Snider Jeff Snider 1380 Repurchase agreements are short-term collateralized loans made amongst banks. What happens when one party refuses to return the collateral? It's a "fail". Repurchase agreements are short-term collateralized loans made amongst banks. What happens when one party refuses to return the collateral? It's a "fail". Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No West tells Russia "Nyet!" to SWIFT - Does it Matter? [Eurodollar University, Ep. 198] 198 198 West tells Russia "Nyet!" to SWIFT - Does it Matter? [Eurodollar University, Ep. 198] full e9ba4c0a-f29c-4273-ab4d-383dc947bb3f https://share.transistor.fm/s/1f5516de Russia has been told they're out of SWIFT! Kind of. And not right away. And only some Russian banks, kind of. Does it matter? What is SWIFT?


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> Russia has been told they're out of SWIFT! Kind of. And not right away. And only some Russian banks, kind of. Does it matter? What is SWIFT?


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> Mon, 07 Mar 2022 09:02:59 -0500 Jeff Snider Jeff Snider 1620 Russia has been told they're out of SWIFT! Kind of. And not right away. And only some Russian banks, kind of. Does it matter? What is SWIFT? Russia has been told they're out of SWIFT! Kind of. And not right away. And only some Russian banks, kind of. Does it matter? What is SWIFT? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Izabella Kaminska (former FT) Talks Financial Media [Eurodollar University, Ep. 197] 197 197 Izabella Kaminska (former FT) Talks Financial Media [Eurodollar University, Ep. 197] full fd7a1c16-8c78-45d7-9d71-5564337360bd https://share.transistor.fm/s/08eeeb5d Former editor at the Financial Times (Alphaville!) has struck out on her own - why? Is it a commentary on the business press and/or mainstream media and what they refuse to cover? Izabella has lots of questions for Jeff too.

]]> Former editor at the Financial Times (Alphaville!) has struck out on her own - why? Is it a commentary on the business press and/or mainstream media and what they refuse to cover? Izabella has lots of questions for Jeff too.

]]> Mon, 07 Mar 2022 08:17:24 -0500 Jeff Snider Jeff Snider 3660 Former editor at the Financial Times (Alphaville!) has struck out on her own - why? Former editor at the Financial Times (Alphaville!) has struck out on her own - why? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Fedwire Break Takes Economic Recovery Down With It [Eurodollar University, Ep. 196] 196 196 Fedwire Break Takes Economic Recovery Down With It [Eurodollar University, Ep. 196] full 76feb7ae-c41b-4a7f-a206-3083ad3c9cd1 https://share.transistor.fm/s/98759a3c On February 24, 2021 Fedwire broke down for several hours - it was the the feather that broke the economic recovery camel's back. Copper, gold, silver, the yuan, Kiwi dollar, Treasuries, swap spreads, OATs - even bitcoin - all saw their trajectories change for the worse.


------EP. 196 TOPICS------
00:00 INTRO: Fedwire broke for hours on February 24, 2021 and took recovery down with it.
01:18 Many headlines in February 2021 suggest economic recovery and a boom was ahead.
03:00 At 11:15 AM Fedwire, FedCash, FedLine, Check 21 all experienced disruptions.
04:37 Fed's Treasury Market Practices Group says it was not a cyberattack; everything was fine.
05:17 The IMF says they too do not know what happened; no details were provided.
06:01 Fedwire's break resulted in a sea-change across global markets in risk perceptions.
09:05 Headlines were positive in early 2021 but underneath there was rot in the world economy
12:22 Lots of markets inflected away from recovery in response to the Fedwire blackout.
16:00 OUTRO: Russia in 2022, like Covid in 2020, will be blamed for preexisting slowing.


----EP. 196 REFERENCES----
A Year Later, The Fact Fedwire Is Still There Tells Us Why Markets Have Done What They’ve Done: https://bit.ly/3srvhAg
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639

]]> On February 24, 2021 Fedwire broke down for several hours - it was the the feather that broke the economic recovery camel's back. Copper, gold, silver, the yuan, Kiwi dollar, Treasuries, swap spreads, OATs - even bitcoin - all saw their trajectories change for the worse.


------EP. 196 TOPICS------
00:00 INTRO: Fedwire broke for hours on February 24, 2021 and took recovery down with it.
01:18 Many headlines in February 2021 suggest economic recovery and a boom was ahead.
03:00 At 11:15 AM Fedwire, FedCash, FedLine, Check 21 all experienced disruptions.
04:37 Fed's Treasury Market Practices Group says it was not a cyberattack; everything was fine.
05:17 The IMF says they too do not know what happened; no details were provided.
06:01 Fedwire's break resulted in a sea-change across global markets in risk perceptions.
09:05 Headlines were positive in early 2021 but underneath there was rot in the world economy
12:22 Lots of markets inflected away from recovery in response to the Fedwire blackout.
16:00 OUTRO: Russia in 2022, like Covid in 2020, will be blamed for preexisting slowing.


----EP. 196 REFERENCES----
A Year Later, The Fact Fedwire Is Still There Tells Us Why Markets Have Done What They’ve Done: https://bit.ly/3srvhAg
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639

]]> Thu, 03 Mar 2022 06:00:00 -0500 Jeff Snider Jeff Snider 1200 On February 24, 2021 Fedwire broke down for several hours - it was the the feather that broke the economic recovery camel's back. On February 24, 2021 Fedwire broke down for several hours - it was the the feather that broke the economic recovery camel's back. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reserve Currency is Constrained, say Swap Spreads [Eurodollar University, Ep. 195] 195 195 Reserve Currency is Constrained, say Swap Spreads [Eurodollar University, Ep. 195] full e3476a4b-f776-47a5-9c0e-e344919f4390 https://share.transistor.fm/s/a34592df A look at interest rate swap spreads relative to nominal US Treasury yields identifies constrained bank balance sheet capacity. Monetary measures like swap spreads, Eurodollar futures, yield curve flattening are all indicating that the balance of risks is tilting away from recovery and reflation.


------EP. 195 TOPICS------
00:00 INTRO: Interest rate swap spreads are a peek at bank balance sheet capacity.
01:43 Bank balance sheet capacity represents ledger money; the reserve currency, eurodollar.
03:04 If bank balance sheet capacity is not available, swap spreads will show it.
08:53 Comparing the 5-, 10- and 30-year swap spreads.
11:55 OUTRO: Swap spreads and Eurodollar Futures both turned away from Reflation at same time.


----EP. 195 REFERENCES----
The Money *All* Agrees: Taper Rejection Meets Policy-Error Error: https://bit.ly/3tg6wpZ
The Real Money Doesn’t *Spread* Inflation: https://bit.ly/3stKscv
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639

]]> A look at interest rate swap spreads relative to nominal US Treasury yields identifies constrained bank balance sheet capacity. Monetary measures like swap spreads, Eurodollar futures, yield curve flattening are all indicating that the balance of risks is tilting away from recovery and reflation.


------EP. 195 TOPICS------
00:00 INTRO: Interest rate swap spreads are a peek at bank balance sheet capacity.
01:43 Bank balance sheet capacity represents ledger money; the reserve currency, eurodollar.
03:04 If bank balance sheet capacity is not available, swap spreads will show it.
08:53 Comparing the 5-, 10- and 30-year swap spreads.
11:55 OUTRO: Swap spreads and Eurodollar Futures both turned away from Reflation at same time.


----EP. 195 REFERENCES----
The Money *All* Agrees: Taper Rejection Meets Policy-Error Error: https://bit.ly/3tg6wpZ
The Real Money Doesn’t *Spread* Inflation: https://bit.ly/3stKscv
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639

]]> Wed, 02 Mar 2022 06:00:00 -0500 Jeff Snider Jeff Snider 960 A look at interest rate swap spreads relative to nominal US Treasury yields identifies constrained bank balance sheet capacity. A look at interest rate swap spreads relative to nominal US Treasury yields identifies constrained bank balance sheet capacity. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Interview with Macro Alf on Banks, Money & Macro [Eurodollar University, Ep. 194] 194 194 Interview with Macro Alf on Banks, Money & Macro [Eurodollar University, Ep. 194] full 92707572-b1d3-4553-abc0-a022d5302790 https://share.transistor.fm/s/05813701 An insider's view of regulations, bond markets, bank reserves, central banks, quantitative easing, fancy wines, when it's inappropriate to drink cappuccinos, government-guaranteed bank loans and more! Alfonso "Macro Alf" Peccatiello of The Macro Compass joins Jeff Snider (and Emil).


------EP. 194 TOPICS------
00:00:00 INTRO: Introducing Alfonso Peccatiello, @MacroAlf and The Macro Compass.
00:04:08 Equities can qualify as high quality liquid assets - if you do it correctly.
00:05:47 Regulations to make banks safe and restrict activity are cosmetic and worked around.
00:08:13 Bank Reserves are inert, non-yielding burdens to the bank portfolio manager.
00:13:17 Will bank reserves be inflationary because the reserves can be turned into cash?
00:15:30 Will bank reserves force a portfolio reallocation into higher (inflationary?) risk?
00:18:27 Do banks replace QE-sold sovereign bond assets with more sovereign bond assets?
00:22:30 Are regulations holding back banks from credit/money creation in the real economy?
00:24:11 Three factors, in alignment, are required for banks to lend / take-on risk.
00:27:57 Bank reserves are immaterial in inflationary AND deflationary environments.
00:32:56 Would government-guaranteed bank loans break the economy out of the depression?
00:41:16 The world's equilibrium interest rate is heading lower with each cycle.
00:43:17 Rehypothecation is a necessity as fewer AAA collateral assets are available.
00:47:14 OUTRO: Follow Alfonso on Twitter (@MacroAlf) and Substack (The Macro Compass).


----EP. 194 REFERENCES----
Alfonso Peccatiello's Substack: https://TheMacroCompass.substack.com/
Alfonso Peccatiello's Twitter: https://twitter.com/MacroAlf

Jeff's Twitter: https://twitter.com/JeffSnider_AIP
Emil's Twitter: https://twitter.com/EmilKalinowski


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "When To Stop" by Lofive from Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com


-----------TAGS-----------
#AlfonsoPeccatiello #MacroAlf #TheMacroCompass #SearchForYield

]]> An insider's view of regulations, bond markets, bank reserves, central banks, quantitative easing, fancy wines, when it's inappropriate to drink cappuccinos, government-guaranteed bank loans and more! Alfonso "Macro Alf" Peccatiello of The Macro Compass joins Jeff Snider (and Emil).


------EP. 194 TOPICS------
00:00:00 INTRO: Introducing Alfonso Peccatiello, @MacroAlf and The Macro Compass.
00:04:08 Equities can qualify as high quality liquid assets - if you do it correctly.
00:05:47 Regulations to make banks safe and restrict activity are cosmetic and worked around.
00:08:13 Bank Reserves are inert, non-yielding burdens to the bank portfolio manager.
00:13:17 Will bank reserves be inflationary because the reserves can be turned into cash?
00:15:30 Will bank reserves force a portfolio reallocation into higher (inflationary?) risk?
00:18:27 Do banks replace QE-sold sovereign bond assets with more sovereign bond assets?
00:22:30 Are regulations holding back banks from credit/money creation in the real economy?
00:24:11 Three factors, in alignment, are required for banks to lend / take-on risk.
00:27:57 Bank reserves are immaterial in inflationary AND deflationary environments.
00:32:56 Would government-guaranteed bank loans break the economy out of the depression?
00:41:16 The world's equilibrium interest rate is heading lower with each cycle.
00:43:17 Rehypothecation is a necessity as fewer AAA collateral assets are available.
00:47:14 OUTRO: Follow Alfonso on Twitter (@MacroAlf) and Substack (The Macro Compass).


----EP. 194 REFERENCES----
Alfonso Peccatiello's Substack: https://TheMacroCompass.substack.com/
Alfonso Peccatiello's Twitter: https://twitter.com/MacroAlf

Jeff's Twitter: https://twitter.com/JeffSnider_AIP
Emil's Twitter: https://twitter.com/EmilKalinowski


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "When To Stop" by Lofive from Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com


-----------TAGS-----------
#AlfonsoPeccatiello #MacroAlf #TheMacroCompass #SearchForYield

]]> Tue, 01 Mar 2022 14:28:56 -0500 Jeff Snider Jeff Snider 2760 An insider's view of regulations, bond markets, bank reserves, central banks, quantitative easing, fancy wines, when it's inappropriate to drink cappuccinos, government-guaranteed bank loans and more! An insider's view of regulations, bond markets, bank reserves, central banks, quantitative easing, fancy wines, when it's inappropriate to drink cappuccinos, government-guaranteed bank loans and more! Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What Mohamed EL-ERIAN got SO wrong about the Economy [Eurodollar University, Ep. 193] 193 193 What Mohamed EL-ERIAN got SO wrong about the Economy [Eurodollar University, Ep. 193] full 5f1461d4-e2f4-4e6f-ba07-c6b060b985ce https://share.transistor.fm/s/d21911cc Mohamed El-Erian appeared on Hidden Forces, a great podcast by Demitri Kofinas. But instead of challenging consensus narratives or thinking critically about the power shaping our world El-Erian obfuscated and misdirected Kofinas and the audience about economics, the Fed and history.


------EP. 193 TOPICS------
00:00:00 INTRO: Reviewing Mohamed El-Erian's appearance on Hidden Forces with Demitri Kofinas.
00:00:56 El-Erian claims the Federal Reserve has made a "policy mistake" in three phases.
00:02:12 El-Erian: the economy's problem is not insufficient demand, but insufficient supply.
00:04:43 Snider: the supply of goods was inelastic during the 2020-21 covid and shutdowns.
00:06:10 El-Erian: the Fed made a mistake in calling consumer price increases "transitory".
00:08:32 El-Erian: the Fed's rate hikes will be too much for the economy to handle.
00:10:21 El-Erian: labor shortages is proof of a world of insufficient supply; not enough workers.
00:15:15 El-Erian: QE helps keep asset prices elevated through psychological, behavior forces.
00:23:39 Kofinas: Why doesn't the Fed factor financial instability into its actions?
00:25:53 El-Erian: the Fed stopped tightening monetary conditions in Q4 2018 because of stocks.
00:35:45 El-Erian: the market has noticed that we are missing market liquidity.
00:40:35 El-Erian: the 1970s Great Inflation began with an oil shock, expanding from there.
00:43:45 El-Erian: supply shocks can kick off (monetary, persistent and pervasive) inflation.
00:45:47 El-Erian: adaptive expectations in the private economy can lead to inflation.
00:47:15 El-Erian: in the 2020s we are following in the footsteps of the 1970s.
00:51:31 El-Erian: the marketplace is pushing the Fed to increase rates 5 times in 2022.
00:54:01 OUTRO: Check out Demitri Kofinas and the excellent Hidden Forces podcast.


----EP. 193 REFERENCES----
Hidden Forces: https://hiddenforces.io/
Demitri Kofinas: https://twitter.com/kofinas
Mohamed El-Erian Episode: https://bit.ly/3poVQ7f


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639

]]> Mohamed El-Erian appeared on Hidden Forces, a great podcast by Demitri Kofinas. But instead of challenging consensus narratives or thinking critically about the power shaping our world El-Erian obfuscated and misdirected Kofinas and the audience about economics, the Fed and history.


------EP. 193 TOPICS------
00:00:00 INTRO: Reviewing Mohamed El-Erian's appearance on Hidden Forces with Demitri Kofinas.
00:00:56 El-Erian claims the Federal Reserve has made a "policy mistake" in three phases.
00:02:12 El-Erian: the economy's problem is not insufficient demand, but insufficient supply.
00:04:43 Snider: the supply of goods was inelastic during the 2020-21 covid and shutdowns.
00:06:10 El-Erian: the Fed made a mistake in calling consumer price increases "transitory".
00:08:32 El-Erian: the Fed's rate hikes will be too much for the economy to handle.
00:10:21 El-Erian: labor shortages is proof of a world of insufficient supply; not enough workers.
00:15:15 El-Erian: QE helps keep asset prices elevated through psychological, behavior forces.
00:23:39 Kofinas: Why doesn't the Fed factor financial instability into its actions?
00:25:53 El-Erian: the Fed stopped tightening monetary conditions in Q4 2018 because of stocks.
00:35:45 El-Erian: the market has noticed that we are missing market liquidity.
00:40:35 El-Erian: the 1970s Great Inflation began with an oil shock, expanding from there.
00:43:45 El-Erian: supply shocks can kick off (monetary, persistent and pervasive) inflation.
00:45:47 El-Erian: adaptive expectations in the private economy can lead to inflation.
00:47:15 El-Erian: in the 2020s we are following in the footsteps of the 1970s.
00:51:31 El-Erian: the marketplace is pushing the Fed to increase rates 5 times in 2022.
00:54:01 OUTRO: Check out Demitri Kofinas and the excellent Hidden Forces podcast.


----EP. 193 REFERENCES----
Hidden Forces: https://hiddenforces.io/
Demitri Kofinas: https://twitter.com/kofinas
Mohamed El-Erian Episode: https://bit.ly/3poVQ7f


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "Hong Kong Story" by Lazer Boomerang.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lazer Boomerang: https://www.facebook.com/lazerboomerang/
Lazer Boomerang: https://soundcloud.com/user-14207639

]]> Mon, 28 Feb 2022 09:00:57 -0500 Jeff Snider Jeff Snider 3240 Mohamed El-Erian appeared on Hidden Forces, a great podcast by Demitri Kofinas. But instead of challenging consensus narratives El-Erian misdirect the Kofinas and the audience about economics and history. Mohamed El-Erian appeared on Hidden Forces, a great podcast by Demitri Kofinas. But instead of challenging consensus narratives El-Erian misdirect the Kofinas and the audience about economics and history. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Interview with Anne Stevenson-Yang on China [Eurodollar University, Ep. 192] 192 192 Interview with Anne Stevenson-Yang on China [Eurodollar University, Ep. 192] full c1223216-053d-4456-b5db-6a0e605a0a65 https://share.transistor.fm/s/c0f648ba Anne Stevenson-Yang has been living in, writing about and/or focusing her work on China for more than 35 years. We discuss: employment not being a bureaucrat's concern, the transition to uneconomic activity, disinterest in simple social improvements, the 20th National Party Congress, and more!


------EP. 191 TOPICS------
00:00:00 INTRO: Anne Stevenson-Yang spent several decades living, working and thinking in China.
00:01:20 Anne introduces herself and J Capital Research, her China and equities firm.
00:03:30 Anne moved to China in 1985; Tiananmen Square massacre changed the nation's trajectory.
00:06:22 Is unproductive debt used to keep people employed?
00:09:36 How long can China's uneconomic investment continue?
00:11:14 Where is the capital / financing for uneconomic investment in China coming from?
00:13:10 Capital flows to China is now predominantly portfolio flows, not foreign direct investment.
00:16:00 China's economic trajectory changed in 2011-12, 2014-16. Why?
00:20:35 Simple social improvements would benefit the masses; Party members aren't interested.
00:21:56 Does the Communist Party believe the post-Mao system has run its course?
00:25:58 Are the regular households of China satisfied with CCP / Beijing leadership?
00:26:46 What or who is the Chinese Communist Party concerned by? What keeps it up at night?
00:28:11 The 19th National Party Congress.
00:34:29 The 20th National Party Congress.
00:39:15 China is walling itself off from foreigners with a quarantine air lock of rooms.
00:44:15 Might China withdraw from the global stage and turn inwards?


----EP. 191 REFERENCES----
Anne's Book: China Alone, The Emergence from and Potential Return to Isolation: https://amzn.to/3h19zg4
Anne's LinkedIn: https://bit.ly/3sWo9Ll
Keeping the Flies Out: https://bit.ly/3Hcbgls

J Capital Research: https://www.jcapitalresearch.com/
J Cap Twitter: https://twitter.com/jcap_research
J Cap YouTube: https://bit.ly/3Ha2xAh


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. 


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> Anne Stevenson-Yang has been living in, writing about and/or focusing her work on China for more than 35 years. We discuss: employment not being a bureaucrat's concern, the transition to uneconomic activity, disinterest in simple social improvements, the 20th National Party Congress, and more!


------EP. 191 TOPICS------
00:00:00 INTRO: Anne Stevenson-Yang spent several decades living, working and thinking in China.
00:01:20 Anne introduces herself and J Capital Research, her China and equities firm.
00:03:30 Anne moved to China in 1985; Tiananmen Square massacre changed the nation's trajectory.
00:06:22 Is unproductive debt used to keep people employed?
00:09:36 How long can China's uneconomic investment continue?
00:11:14 Where is the capital / financing for uneconomic investment in China coming from?
00:13:10 Capital flows to China is now predominantly portfolio flows, not foreign direct investment.
00:16:00 China's economic trajectory changed in 2011-12, 2014-16. Why?
00:20:35 Simple social improvements would benefit the masses; Party members aren't interested.
00:21:56 Does the Communist Party believe the post-Mao system has run its course?
00:25:58 Are the regular households of China satisfied with CCP / Beijing leadership?
00:26:46 What or who is the Chinese Communist Party concerned by? What keeps it up at night?
00:28:11 The 19th National Party Congress.
00:34:29 The 20th National Party Congress.
00:39:15 China is walling itself off from foreigners with a quarantine air lock of rooms.
00:44:15 Might China withdraw from the global stage and turn inwards?


----EP. 191 REFERENCES----
Anne's Book: China Alone, The Emergence from and Potential Return to Isolation: https://amzn.to/3h19zg4
Anne's LinkedIn: https://bit.ly/3sWo9Ll
Keeping the Flies Out: https://bit.ly/3Hcbgls

J Capital Research: https://www.jcapitalresearch.com/
J Cap Twitter: https://twitter.com/jcap_research
J Cap YouTube: https://bit.ly/3Ha2xAh


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. 


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> Fri, 25 Feb 2022 12:04:14 -0500 Jeff Snider Jeff Snider 2820 Anne Stevenson-Yang has been living in, writing about and/or focusing her work on China for more than 35 years. We discuss. Anne Stevenson-Yang has been living in, writing about and/or focusing her work on China for more than 35 years. We discuss. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Central Banking Myths Debunked [Guest Appearance, Ep. 191] 191 191 Central Banking Myths Debunked [Guest Appearance, Ep. 191] full c30e8e1f-e4e1-48bf-bdf0-d10ef1f5753d https://share.transistor.fm/s/91b041e5 Jeff Snider & Emil Kalinowski dive into debunking central banking myths, explaining the effects of the past on our current time, and more in this November 2021 episode of Blockworks' "On the Margin" with Mike Ippolito.

Jeff Snider & Emil Kalinowski dive into debunking central banking myths, explaining the effects of the past on our current time, and more in this week’s episode of On the Margin.

Jeff & Emil are hosts of Eurodollar University, a podcast dedicated to analyzing the 2007 malfunction of the monetary system – and how its continuing disorder – affects finance, politics and society.

Jeff & Emil share their thoughts on the myth of central banking, the Fed’s effect on financial markets, why QE is not money printing, the interest rate fallacy & the role of Bitcoin & digital assets.

They also covered:
The post 2008 global depression
Wealth inequality
and more!

“On the Margin” is a two-part show. Once a week, Mike interviews industry experts, and then at the end of the week he is joined by a co-host where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.

Subscribe to “On the Margin” today on Apple or Spotify, or watch episodes on YouTube.

https://blockworks.co/podcasts/on-the-margin/
https://blockworks.co/
https://twitter.com/mikeippolito_

]]> Jeff Snider & Emil Kalinowski dive into debunking central banking myths, explaining the effects of the past on our current time, and more in this November 2021 episode of Blockworks' "On the Margin" with Mike Ippolito.

Jeff Snider & Emil Kalinowski dive into debunking central banking myths, explaining the effects of the past on our current time, and more in this week’s episode of On the Margin.

Jeff & Emil are hosts of Eurodollar University, a podcast dedicated to analyzing the 2007 malfunction of the monetary system – and how its continuing disorder – affects finance, politics and society.

Jeff & Emil share their thoughts on the myth of central banking, the Fed’s effect on financial markets, why QE is not money printing, the interest rate fallacy & the role of Bitcoin & digital assets.

They also covered:
The post 2008 global depression
Wealth inequality
and more!

“On the Margin” is a two-part show. Once a week, Mike interviews industry experts, and then at the end of the week he is joined by a co-host where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.

Subscribe to “On the Margin” today on Apple or Spotify, or watch episodes on YouTube.

https://blockworks.co/podcasts/on-the-margin/
https://blockworks.co/
https://twitter.com/mikeippolito_

]]> Tue, 22 Feb 2022 10:35:56 -0500 Jeff Snider Jeff Snider 3941 Debunking central banking myths, explaining the effects of the past and more in this November 2021 Blockworks' episode of On the Margin with Mike Ippolito. Debunking central banking myths, explaining the effects of the past and more in this November 2021 Blockworks' episode of On the Margin with Mike Ippolito. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Treasury Int'l. Capital Data Review, December 2021 [Eurodollar University, Ep. 190] 190 190 Treasury Int'l. Capital Data Review, December 2021 [Eurodollar University, Ep. 190] full f23dc19a-d209-4902-8984-f94bdbac5d10 https://share.transistor.fm/s/87c965d3 A collateral call in Belgium! Foreign officials are selling US Treasuries! American banks extending less credit to the rest of the world! Japan borrowing more! These, and other, *nerdy* insights for December 2021 from the Treasury International Capital System! Tell all your friends!


------EP. 190 TOPICS------
00:00 INTRO: TIC data for December was mixed, some positives, mostly negatives
00:55 Belgium reported a stunning one-month increase in holdings of US Treasuries.
09:11 Foreigners were buying UST overall, though officials were selling US securities.
11:21 US banks borrowed significantly less from the rest of the world in December 2021.
14:42 Japanese banks borrowed more from the US, a reflation positive!
18:10 OUTRO: Markets are sending deflationary signals, which officials will ignore.


----EP. 190 REFERENCES----
The Global Money Spec-TIC-le In December: https://bit.ly/3sR49cW
Treasury International Capital System: https://bit.ly/3H1VWaW
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7

-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "When To Stop" by Lofive from Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> A collateral call in Belgium! Foreign officials are selling US Treasuries! American banks extending less credit to the rest of the world! Japan borrowing more! These, and other, *nerdy* insights for December 2021 from the Treasury International Capital System! Tell all your friends!


------EP. 190 TOPICS------
00:00 INTRO: TIC data for December was mixed, some positives, mostly negatives
00:55 Belgium reported a stunning one-month increase in holdings of US Treasuries.
09:11 Foreigners were buying UST overall, though officials were selling US securities.
11:21 US banks borrowed significantly less from the rest of the world in December 2021.
14:42 Japanese banks borrowed more from the US, a reflation positive!
18:10 OUTRO: Markets are sending deflationary signals, which officials will ignore.


----EP. 190 REFERENCES----
The Global Money Spec-TIC-le In December: https://bit.ly/3sR49cW
Treasury International Capital System: https://bit.ly/3H1VWaW
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7

-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "When To Stop" by Lofive from Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> Mon, 21 Feb 2022 08:23:48 -0500 Jeff Snider Jeff Snider 1140 A collateral call in Belgium! Foreign officials are selling US Treasuries! American banks extending less credit to the rest of the world! Japan borrowing more! A collateral call in Belgium! Foreign officials are selling US Treasuries! American banks extending less credit to the rest of the world! Japan borrowing more! Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Consumer Inflation Expectations... Falling?! [Eurodollar University, Ep. 189] 189 189 Consumer Inflation Expectations... Falling?! [Eurodollar University, Ep. 189] full 748d50bf-68d9-4f11-8021-0ffd62da0fdb https://share.transistor.fm/s/7a921614 Consumer inflation expectations peaked in October/November 2021, according to the Federal Reserve Bank of New York's Survey of Consumer Expectations. Market based inflation expectations (Treasury Inflation Protected Securities) also peaked then. What in the CPI is going on here?


------EP. 189 TOPICS------
00:00 INTRO: The Federal Reserve intends to raise short term interest rates because...???
00:53 The Federal Reserve is not a central bank (it doesn't do money supply / demand).
03:07 The Fed will hike rates because of tight labor market is tight...
04:52 Can we trust a low unemployment rate?
06:12 How many workers short is the USA of recovery?
08:57 The Fed was (very) recently fooled by a (very) low unemployment rate.
11:07 The Fed will hike rates because of (rising?) inflation expectations...
15:47 The FRBNY asks consumers what their expectations are for inflation.
19:00 Market-based inflation expectations peaked in Oct/Nov 2020, like consumer expectations.
21:42 A review of FRBNY survey details of consumer inflation expectations for 3 years ahead.
24:30 High CPI is unlikely to persist because: logistic resolution and economic weakness.
25:21 A review of FRBNY survey details of consumer inflation expectations for 1 years ahead.


----EP. 189 REFERENCES----
Federal Reserve’s Own Inflation Expectations Surveys More Agree w/Euro$ Futures Inversion Than Rate Hikes: https://bit.ly/3GYESmb
Survey of Consumer Expectations: https://nyfed.org/3GYrIWg
Why Do We Think That Inflation Expectations Matter for Inflation? (And Should We?): https://bit.ly/3gRFyiI
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "When To Stop" by Lofive from Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> Consumer inflation expectations peaked in October/November 2021, according to the Federal Reserve Bank of New York's Survey of Consumer Expectations. Market based inflation expectations (Treasury Inflation Protected Securities) also peaked then. What in the CPI is going on here?


------EP. 189 TOPICS------
00:00 INTRO: The Federal Reserve intends to raise short term interest rates because...???
00:53 The Federal Reserve is not a central bank (it doesn't do money supply / demand).
03:07 The Fed will hike rates because of tight labor market is tight...
04:52 Can we trust a low unemployment rate?
06:12 How many workers short is the USA of recovery?
08:57 The Fed was (very) recently fooled by a (very) low unemployment rate.
11:07 The Fed will hike rates because of (rising?) inflation expectations...
15:47 The FRBNY asks consumers what their expectations are for inflation.
19:00 Market-based inflation expectations peaked in Oct/Nov 2020, like consumer expectations.
21:42 A review of FRBNY survey details of consumer inflation expectations for 3 years ahead.
24:30 High CPI is unlikely to persist because: logistic resolution and economic weakness.
25:21 A review of FRBNY survey details of consumer inflation expectations for 1 years ahead.


----EP. 189 REFERENCES----
Federal Reserve’s Own Inflation Expectations Surveys More Agree w/Euro$ Futures Inversion Than Rate Hikes: https://bit.ly/3GYESmb
Survey of Consumer Expectations: https://nyfed.org/3GYrIWg
Why Do We Think That Inflation Expectations Matter for Inflation? (And Should We?): https://bit.ly/3gRFyiI
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "When To Stop" by Lofive from Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> Sun, 20 Feb 2022 10:11:45 -0500 Jeff Snider Jeff Snider 1620 Consumer inflation expectations peaked according to the Federal Reserve Bank of New York's Survey of Consumer Expectations. Consumer inflation expectations peaked according to the Federal Reserve Bank of New York's Survey of Consumer Expectations. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Eurodollar Curve Inversion Deepens, Broadens [Eurodollar University, Ep. 188] 188 188 Eurodollar Curve Inversion Deepens, Broadens [Eurodollar University, Ep. 188] full 03c9d59d-89b1-446e-9bfa-493667f571e0 https://share.transistor.fm/s/8f1035c6 Caution! Ignore this market warning at your peril. The Eurodollar futures market inversion had deepened and broadened. Eurodollar yields inverted before, for example in 2000, 2005 and 2018. Turned out that Economic Hades was about 18 months away then. What about now?


------EP. 188 TOPICS------
00:00 INTRO: The Eurodollar futures curve has deepened AND broadened its inversion.
00:39 The Eurodollar yield curve is like the US Treasury yield curve but global.
02:38 The E$ curve had been getting flatter heading into December 2021, then it inverted.
05:13 The E$ curve raised itself higher in January 2022, good news? No, the inversion stayed.
08:29 The Federal Reserve does not think much of markets, like eurodollar futures.
10:31 Bill Dudley, manager of the Fed's portfolio, blew off the E$ market in 2007.
14:15 The E$ curve inversion spread from one point to many contracts in February 2022.
19:09 What does it mean when Eurodollar future contracts are grouped by color (packet)?
22:14 OUTRO: The Eurodollar market does not believe Fed rate hikes are justified.


----EP. 188 REFERENCES----
Major Euro$ Curve Developments (also not clickbait): https://bit.ly/3BtPTuy
Euro$ Curve Chromodynamics: https://bit.ly/3JF7jaL
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "When To Stop" by Lofive from Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> Caution! Ignore this market warning at your peril. The Eurodollar futures market inversion had deepened and broadened. Eurodollar yields inverted before, for example in 2000, 2005 and 2018. Turned out that Economic Hades was about 18 months away then. What about now?


------EP. 188 TOPICS------
00:00 INTRO: The Eurodollar futures curve has deepened AND broadened its inversion.
00:39 The Eurodollar yield curve is like the US Treasury yield curve but global.
02:38 The E$ curve had been getting flatter heading into December 2021, then it inverted.
05:13 The E$ curve raised itself higher in January 2022, good news? No, the inversion stayed.
08:29 The Federal Reserve does not think much of markets, like eurodollar futures.
10:31 Bill Dudley, manager of the Fed's portfolio, blew off the E$ market in 2007.
14:15 The E$ curve inversion spread from one point to many contracts in February 2022.
19:09 What does it mean when Eurodollar future contracts are grouped by color (packet)?
22:14 OUTRO: The Eurodollar market does not believe Fed rate hikes are justified.


----EP. 188 REFERENCES----
Major Euro$ Curve Developments (also not clickbait): https://bit.ly/3BtPTuy
Euro$ Curve Chromodynamics: https://bit.ly/3JF7jaL
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is "When To Stop" by Lofive from Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> Sat, 19 Feb 2022 09:53:01 -0500 Jeff Snider Jeff Snider 1440 The Eurodollar futures market inversion had deepened and broadened. The Eurodollar futures market inversion had deepened and broadened. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Fed says QE is Really Very Super Extra Terrific [Eurodollar University, Ep. 187] 187 187 Fed says QE is Really Very Super Extra Terrific [Eurodollar University, Ep. 187] full 3fba86a2-95b9-4b8b-8c64-f4c7e2020a69 https://share.transistor.fm/s/b5aaa46c The US government bond market appears to be out of step with CPI, a booming economy and money printing by central banks - what gives? We review two Federal Reserve officials explain that QE is very, really, super powerful (and that's why the bond market signals are haywire).

------EP. 187 TOPICS------
00:00 INTRO: Federal Reserve officials say QE is very effective.
01:18 The US Treasury yield curve have been flattening for many months now.
03:49 Bill Dudley wrote a column for Bloomberg on August 9... the anniversary of the end.
05:50 Dudley says the economy is booming and bond yields are wrongly way, way way too low.
07:49 Dudley explains the low yields as 1) too much global savings.
09:40 Dudley explains the low yields as 2) QE being very powerful.
10:27 QE is supposed to work via three channels: sentiment, portfolio and bank reserves.
14:19 Fed President Esther George said 12-years of QE has lowered 10-year yields by 1.5%.
19:31 Most all studies of QE show it to be a meek policy with modest, underwhelming results.
21:21 Low bond yields are not a result of meek / modest / underwhelming QE.
22:47 OUTRO: Central bankers are desperate to discredit the bond market.


----EP. 187 REFERENCES----
Bond Yields Can’t Stay This Low Forever: https://bloom.bg/3HLezRO
Another Attempt At QE/Inflation: https://bit.ly/3HIQStl
Everything Is About Obscuring the True State of the Economy: https://bit.ly/3Ls0ivG
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is CABO by Superintendent McCupcakes from Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> The US government bond market appears to be out of step with CPI, a booming economy and money printing by central banks - what gives? We review two Federal Reserve officials explain that QE is very, really, super powerful (and that's why the bond market signals are haywire).

------EP. 187 TOPICS------
00:00 INTRO: Federal Reserve officials say QE is very effective.
01:18 The US Treasury yield curve have been flattening for many months now.
03:49 Bill Dudley wrote a column for Bloomberg on August 9... the anniversary of the end.
05:50 Dudley says the economy is booming and bond yields are wrongly way, way way too low.
07:49 Dudley explains the low yields as 1) too much global savings.
09:40 Dudley explains the low yields as 2) QE being very powerful.
10:27 QE is supposed to work via three channels: sentiment, portfolio and bank reserves.
14:19 Fed President Esther George said 12-years of QE has lowered 10-year yields by 1.5%.
19:31 Most all studies of QE show it to be a meek policy with modest, underwhelming results.
21:21 Low bond yields are not a result of meek / modest / underwhelming QE.
22:47 OUTRO: Central bankers are desperate to discredit the bond market.


----EP. 187 REFERENCES----
Bond Yields Can’t Stay This Low Forever: https://bloom.bg/3HLezRO
Another Attempt At QE/Inflation: https://bit.ly/3HIQStl
Everything Is About Obscuring the True State of the Economy: https://bit.ly/3Ls0ivG
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is CABO by Superintendent McCupcakes from Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> Sun, 13 Feb 2022 09:14:06 -0500 Jeff Snider Jeff Snider 1440 Two Federal Reserve officials explain that QE is very, really, super powerful (and that's why the bond market signals are haywire). Two Federal Reserve officials explain that QE is very, really, super powerful (and that's why the bond market signals are haywire). Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Financial Times says Fed is Central - We Disagree [Eurodollar University, Ep. 186] 186 186 Financial Times says Fed is Central - We Disagree [Eurodollar University, Ep. 186] full 04c54abc-0a5c-4fe7-93b7-cc7643a3936b https://share.transistor.fm/s/4da1b471 Journalists Kate Duguid and Eric Platt explain that US government bond markets believe the Federal Reserve will be able to tame inflation. Actually bond markets believe the Fed doesn't know what it's doing AND they believe consumer prices increases are not caused by the Fed.

------EP. 186 TOPICS------
00:00 INTRO: The Financial Times says the Federal Reserve will control inflation; Jeff reacts.
01:25 The Federal Reserve will use the labor market data to support rate hikes. 
04:24 Are market based inflation expectations for sub-three percent inflation in five years?
06:42 Does the bond market believe the Fed will be able to tame inflation?
10:41 Real rates are "sharply higher" says the FT; relative to the lowest ever says Jeff.
13:24 The FT works backwards to explain the market's behavior to keep the Fed central.
14:54 US employment figures for Nov-Dec '21 and Jan '22 received massive seasonal adjustments.
18:15 OUTRO: The bond market does not believe too much money has caused price increases.

----EP. 186 REFERENCES----
Bond market signals room for Fed to raise rates without stalling economy: https://on.ft.com/366WEXR
More Questions Than Clarity On Labor Inflation Pressure As FOMC Seeks Justification For Taper/Rate Hikes: https://bit.ly/3oHiWpr
In Advance of Payroll Friday, ADP Payrolls Go Cold: https://bit.ly/3uHxclV
Payrolls and Population, What A Mess: https://bit.ly/3GIKlxx
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7

-----SEE ALL EPISODES-----
YouTube: https://bit.ly/310yisL

----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is CABO by Superintendent McCupcakes from Epidemic Sound.

------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> Journalists Kate Duguid and Eric Platt explain that US government bond markets believe the Federal Reserve will be able to tame inflation. Actually bond markets believe the Fed doesn't know what it's doing AND they believe consumer prices increases are not caused by the Fed.

------EP. 186 TOPICS------
00:00 INTRO: The Financial Times says the Federal Reserve will control inflation; Jeff reacts.
01:25 The Federal Reserve will use the labor market data to support rate hikes. 
04:24 Are market based inflation expectations for sub-three percent inflation in five years?
06:42 Does the bond market believe the Fed will be able to tame inflation?
10:41 Real rates are "sharply higher" says the FT; relative to the lowest ever says Jeff.
13:24 The FT works backwards to explain the market's behavior to keep the Fed central.
14:54 US employment figures for Nov-Dec '21 and Jan '22 received massive seasonal adjustments.
18:15 OUTRO: The bond market does not believe too much money has caused price increases.

----EP. 186 REFERENCES----
Bond market signals room for Fed to raise rates without stalling economy: https://on.ft.com/366WEXR
More Questions Than Clarity On Labor Inflation Pressure As FOMC Seeks Justification For Taper/Rate Hikes: https://bit.ly/3oHiWpr
In Advance of Payroll Friday, ADP Payrolls Go Cold: https://bit.ly/3uHxclV
Payrolls and Population, What A Mess: https://bit.ly/3GIKlxx
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7

-----SEE ALL EPISODES-----
YouTube: https://bit.ly/310yisL

----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is CABO by Superintendent McCupcakes from Epidemic Sound.

------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> Sat, 12 Feb 2022 10:08:25 -0500 Jeff Snider Jeff Snider 1500 The FT explains that Treasuries believe the Federal Reserve will be able to tame inflation. The FT explains that Treasuries believe the Federal Reserve will be able to tame inflation. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No China's HUGE Trade Surpluses Mask Capital Outflows [Eurodollar University, Ep. 185] 185 185 China's HUGE Trade Surpluses Mask Capital Outflows [Eurodollar University, Ep. 185] full 2a0e3230-db0f-46c3-a9e4-40a048955419 https://share.transistor.fm/s/2d72e7ac China's 2021 trade surpluses were gigantic, so why isn't the yuan surging too? We review China's 2014-21 trade and currency experience from the perspective of the eurodollar, the international reserve currency that once intermediated trade but now intermediates capital.


------EP. 185 TOPICS------
00:00 INTRO: Capital flows drive trade, not vice versa. A review of the Chinese trade surplus.
03:39 The eurodollar created itself to finance, intermediate trade; to solve Triffin's Paradox.
06:12 The eurodollar transitioned from focusing on financing trade to intermediating finance.
09:10 The eurodollar created itself offshore (jurisdictions with light-touch regulation).
11:17 Is a US trade deficit necessary for the eurodollar network to create US dollars?
15:13 China's recent trade surplus has been surging suggesting intense eurodollar inflows.
17:12 In 2014-16 China's trade surplus accelerated but the CNY lost value (E$ outflows?).
19:30 In 2017-18 China's trade surplus was stable but the CNY surged in value (E$ inflows?).
20:58 In 2018-19 China's trade surplus slowed but the CNY collapsed in value (E$ outflows?).
22:45 In 2020 China's trade surplus surged and its currency surged in value (E$ inflows?).
23:47 In 2021 China's trade surplus surged but its currency slowed in value (E$ outflows?).
25:44 OUTRO: If China's eurodollar outflow continues it'll weigh on the global economy.


----EP. 185 REFERENCES----
China’s Total Dollar Equation: CNY minus Trade Flows equals Some Sense of the Euro$ Problem?: https://bit.ly/33fLy1C
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is CABO by Superintendent McCupcakes from Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> China's 2021 trade surpluses were gigantic, so why isn't the yuan surging too? We review China's 2014-21 trade and currency experience from the perspective of the eurodollar, the international reserve currency that once intermediated trade but now intermediates capital.


------EP. 185 TOPICS------
00:00 INTRO: Capital flows drive trade, not vice versa. A review of the Chinese trade surplus.
03:39 The eurodollar created itself to finance, intermediate trade; to solve Triffin's Paradox.
06:12 The eurodollar transitioned from focusing on financing trade to intermediating finance.
09:10 The eurodollar created itself offshore (jurisdictions with light-touch regulation).
11:17 Is a US trade deficit necessary for the eurodollar network to create US dollars?
15:13 China's recent trade surplus has been surging suggesting intense eurodollar inflows.
17:12 In 2014-16 China's trade surplus accelerated but the CNY lost value (E$ outflows?).
19:30 In 2017-18 China's trade surplus was stable but the CNY surged in value (E$ inflows?).
20:58 In 2018-19 China's trade surplus slowed but the CNY collapsed in value (E$ outflows?).
22:45 In 2020 China's trade surplus surged and its currency surged in value (E$ inflows?).
23:47 In 2021 China's trade surplus surged but its currency slowed in value (E$ outflows?).
25:44 OUTRO: If China's eurodollar outflow continues it'll weigh on the global economy.


----EP. 185 REFERENCES----
China’s Total Dollar Equation: CNY minus Trade Flows equals Some Sense of the Euro$ Problem?: https://bit.ly/33fLy1C
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski. Illustrations by David Parkins. Audio and video editor, Terence. Episode intro/outro music is CABO by Superintendent McCupcakes from Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

]]> Fri, 11 Feb 2022 11:39:19 -0500 Jeff Snider Jeff Snider 1560 China's 2021 trade surpluses were gigantic, so why wasn't the yuan surging in value? China's 2021 trade surpluses were gigantic, so why wasn't the yuan surging in value? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Flattest Yield Curve is Warning Off Fed [Eurodollar University, Ep. 184] 184 184 Flattest Yield Curve is Warning Off Fed [Eurodollar University, Ep. 184] full f49663fb-9f11-4897-a30a-52de3ece19c8 https://share.transistor.fm/s/c5382ba3 After Today’s FOMC, Yield Curve Is Already As Flat As It Was In Mar ’18 **Without A Single Rate Hike Yet**
https://alhambrapartners.com/2022/01/26/after-todays-fomc-yield-curve-is-already-as-flat-as-it-was-in-mar-18-without-a-single-rate-hike-yet/

]]> After Today’s FOMC, Yield Curve Is Already As Flat As It Was In Mar ’18 **Without A Single Rate Hike Yet**
https://alhambrapartners.com/2022/01/26/after-todays-fomc-yield-curve-is-already-as-flat-as-it-was-in-mar-18-without-a-single-rate-hike-yet/

]]> Mon, 31 Jan 2022 09:37:10 -0500 Jeff Snider Jeff Snider 1080 The flattest US Treasury yield curve since 2018 is warning off the Federal Reserve to reconsider its beliefs about 'full' employment and consumer price increases being caused by too much money. The flattest US Treasury yield curve since 2018 is warning off the Federal Reserve to reconsider its beliefs about 'full' employment and consumer price increases being caused by too much money. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Oil, Bitcoin & Treasury Inflation Protected Securities Update [Eurodollar University, Ep 183] 183 183 Oil, Bitcoin & Treasury Inflation Protected Securities Update [Eurodollar University, Ep 183] full b7b6d057-ee69-4e11-949b-24d1c81feffd https://share.transistor.fm/s/5c61f2d8 Sun, 30 Jan 2022 13:35:20 -0500 Jeff Snider Jeff Snider 814 Oil prices are up and so you would expect that Treasury Inflation Protected Security breakevens (inflation expectations) are ALSO up... but they are not. Like Bitcoin, TIPS are ignoring oil and focusing on something bigger, something worse? Oil prices are up and so you would expect that Treasury Inflation Protected Security breakevens (inflation expectations) are ALSO up... but they are not. Like Bitcoin, TIPS are ignoring oil and focusing on something bigger, something worse? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Retail Inventory Stockpile Surges in USA [Eurodollar University, Ep. 182] 182 182 Retail Inventory Stockpile Surges in USA [Eurodollar University, Ep. 182] full 7987f89d-e3cb-4932-afeb-0fcbd3562cca https://share.transistor.fm/s/fa17fcd3 Sat, 29 Jan 2022 10:00:07 -0500 Jeff Snider Jeff Snider 1440 Retail inventory grew at a tremendous pace month-over-month in December 2021 in America. Overall inventory growth was so strong that it contributed overwhelmingly to a strong (?) increase in US GDP for the Q4. But is this actually good news? Retail inventory grew at a tremendous pace month-over-month in December 2021 in America. Overall inventory growth was so strong that it contributed overwhelmingly to a strong (?) increase in US GDP for the Q4. But is this actually good news? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Eurodollar Futures & Treasury Yield Curve Update [Eurodollar University, Ep. 181] 181 181 Eurodollar Futures & Treasury Yield Curve Update [Eurodollar University, Ep. 181] full 2a1229b9-2e44-4e65-a067-a03667068126 https://share.transistor.fm/s/7f2a2edb Tue, 25 Jan 2022 16:56:52 -0500 Jeff Snider Jeff Snider 3900 The Eurodollar futures curve inverted in December 2021 - what has it done since? Also, how to interpret the US Treasury yield curve in "three easy steps!" Lastly, did the Fed cause the price of (Buffalo) (chicken) wings to rise? The Eurodollar futures curve inverted in December 2021 - what has it done since? Also, how to interpret the US Treasury yield curve in "three easy steps!" Lastly, did the Fed cause the price of (Buffalo) (chicken) wings to rise? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Why Mass Formation Psychosis? [Eurodollar University, Ep. 180] 180 180 Why Mass Formation Psychosis? [Eurodollar University, Ep. 180] full f42a2a84-01b6-4c6a-823d-a0cdbdb74151 https://share.transistor.fm/s/84426597 PART 1: Inflation @ 7% but... 

PART 2: Bonds Losing Value - Worst in 2 Years! - but... 

PART 3: Year 15 of Mass Formation Psychosis (We Explain Why) 


None of the "Mass Formation Psychosis" interviews with Joe Rogan, Chris Martenson, Robert Malone or Mattias Desmet explained WHY and WHEN. In this episode we do: a 15-year (so far) worldwide economic depression, only the third in the past 150 years.


]]> PART 1: Inflation @ 7% but... 

PART 2: Bonds Losing Value - Worst in 2 Years! - but... 

PART 3: Year 15 of Mass Formation Psychosis (We Explain Why) 


None of the "Mass Formation Psychosis" interviews with Joe Rogan, Chris Martenson, Robert Malone or Mattias Desmet explained WHY and WHEN. In this episode we do: a 15-year (so far) worldwide economic depression, only the third in the past 150 years.


]]> Fri, 21 Jan 2022 09:15:13 -0500 Jeff Snider Jeff Snider 4380 None of the "Mass Formation Psychosis" interviews with Joe Rogan, Chris Martenson, Robert Malone or Mattias Desmet explained WHY and WHEN. But we do. Also, inflation at 7% and bonds at 2-year lows. None of the "Mass Formation Psychosis" interviews with Joe Rogan, Chris Martenson, Robert Malone or Mattias Desmet explained WHY and WHEN. But we do. Also, inflation at 7% and bonds at 2-year lows. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Irrational Exuberance, Again? [Eurodollar University, Ep. 179] 179 179 Irrational Exuberance, Again? [Eurodollar University, Ep. 179] full 6062f8e1-3a56-44f0-a9c3-105da244b6df https://share.transistor.fm/s/4c0551a3 Alan Greenspan warned in 1996 we would not know if stocks were irrational because we could not know how much money was in the economy. Also, wages are rising - just like they did in the Great Depression? Lastly, the October 2021 Treasury International Capital update.

]]> Alan Greenspan warned in 1996 we would not know if stocks were irrational because we could not know how much money was in the economy. Also, wages are rising - just like they did in the Great Depression? Lastly, the October 2021 Treasury International Capital update.

]]> Sun, 09 Jan 2022 11:59:36 -0500 Jeff Snider Jeff Snider 3420 Alan Greenspan warned in 1996 we would not know if stocks were irrational because we could not know how much money was in the economy. Also, wages are rising - just like they did in the Great Depression? Lastly, the October 2021 Treasury International Capital update. Alan Greenspan warned in 1996 we would not know if stocks were irrational because we could not know how much money was in the economy. Also, wages are rising - just like they did in the Great Depression? Lastly, the October 2021 Treasury International Cap Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Houdini of Macroeconomics Escapes Inflation Box [Eurodollar University, Ep. 178] 178 178 The Houdini of Macroeconomics Escapes Inflation Box [Eurodollar University, Ep. 178] full ee6d88a8-6047-441d-b3df-4d792864a606 https://share.transistor.fm/s/393329b4 PART 01: The Fed has to taper faster because consumer prices (i.e. motor fuel, automobiles) rose faster than it expected. It didn't have the moxie to stare down the CPI increase and explain why QE (i.e. 'money') had nothing to do with CPI. Maybe they're not really a central (money) bank.

PART 02: The US consumer price index increased by 6.8% year-over-year for the month of November. Inflation, right? Undisputed, incontrovertible evidence of inflation! Step right up and watch the amazing Harry Houdini of Macroeconomics escape this box of inflation and call it "not inflation".

PART 03: Headline US wholesale inventories AND sales look incredible—Hallelujah! But if we exclude petroleum products? Inventory growth is outpacing sales growth—Humbug! And if we exclude motor vehicle parts and petroleum? Inventory growth is materially ahead of sales growth—Bah Humbug!


----EP. 178 REFERENCES----
Taper Rejection: https://bit.ly/3maMRFs
The Higher The CPI, The Less For Inflation: https://bit.ly/3p2XZpn
Sure, Tomorrow the CPI But Future CPI’s In Today’s Inventory?: https://bit.ly/3258EHC
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-------SHOW SPONSOR-------
Macropiece Theater with Emil Kalinowski (a/k/a Alistair Cooke, a/k/a Alistair Cookie) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from: Adam Smith, Arthur Schopenhauer, Bank for International Settlements, George Friedman, J.P. Koning, Jean-Paul Sartre, Karl Marx, Liberty Street Economics, Lyn Alden, Maroon Macro, Matt Stoeller, Michael Pettis, Myrmikan, Perry Mehrling, Robert Breedlove, Rohan Grey, Velina Tchakarova and yes, even Jeff Snider.


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Illustrations by David Parkins, myth maker. Audio and video editor, The Terence. Logo design by pixelist Lisa Jiang. Master of ceremonies, Emil Kalinowski. Musical intro/outro is "Our Christmas" by The Snowy Hill Singers feat. Sam Shore found at Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lisa: http://Lisa-Jiang.com/
Lisa: https://twitter.com/@Nylonnerves

]]> PART 01: The Fed has to taper faster because consumer prices (i.e. motor fuel, automobiles) rose faster than it expected. It didn't have the moxie to stare down the CPI increase and explain why QE (i.e. 'money') had nothing to do with CPI. Maybe they're not really a central (money) bank.

PART 02: The US consumer price index increased by 6.8% year-over-year for the month of November. Inflation, right? Undisputed, incontrovertible evidence of inflation! Step right up and watch the amazing Harry Houdini of Macroeconomics escape this box of inflation and call it "not inflation".

PART 03: Headline US wholesale inventories AND sales look incredible—Hallelujah! But if we exclude petroleum products? Inventory growth is outpacing sales growth—Humbug! And if we exclude motor vehicle parts and petroleum? Inventory growth is materially ahead of sales growth—Bah Humbug!


----EP. 178 REFERENCES----
Taper Rejection: https://bit.ly/3maMRFs
The Higher The CPI, The Less For Inflation: https://bit.ly/3p2XZpn
Sure, Tomorrow the CPI But Future CPI’s In Today’s Inventory?: https://bit.ly/3258EHC
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-------SHOW SPONSOR-------
Macropiece Theater with Emil Kalinowski (a/k/a Alistair Cooke, a/k/a Alistair Cookie) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from: Adam Smith, Arthur Schopenhauer, Bank for International Settlements, George Friedman, J.P. Koning, Jean-Paul Sartre, Karl Marx, Liberty Street Economics, Lyn Alden, Maroon Macro, Matt Stoeller, Michael Pettis, Myrmikan, Perry Mehrling, Robert Breedlove, Rohan Grey, Velina Tchakarova and yes, even Jeff Snider.


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Illustrations by David Parkins, myth maker. Audio and video editor, The Terence. Logo design by pixelist Lisa Jiang. Master of ceremonies, Emil Kalinowski. Musical intro/outro is "Our Christmas" by The Snowy Hill Singers feat. Sam Shore found at Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lisa: http://Lisa-Jiang.com/
Lisa: https://twitter.com/@Nylonnerves

]]> Mon, 20 Dec 2021 08:46:09 -0500 Jeff Snider Jeff Snider 3660 The Fed has to taper faster because it didn't have the moxie to stare down the CPI increase and explain why QE had nothing to do with CPI increases. Also, wholesale inventories are beginning to outpace sales; a pile up? The Fed has to taper faster because it didn't have the moxie to stare down the CPI increase and explain why QE had nothing to do with CPI increases. Also, wholesale inventories are beginning to outpace sales; a pile up? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Eurodollar Warning Confirmed(?) by USA GER JPN & CHN [Eurodollar University, Ep. 177] 177 177 Eurodollar Warning Confirmed(?) by USA GER JPN & CHN [Eurodollar University, Ep. 177] full 9e3166af-766c-4f84-a418-42f3e87c07cb https://share.transistor.fm/s/6da1b6e6 PART 01: The Eurodollar futures curve inverted on December 1st - what's happened since? Also, does the American, German and Japanese sovereign bond market corroborate the Eurodollar futures warning? Lastly, does China's lowering of its bank Required Reserve Ratio buttress the E$ warning too?

PART 02: US Job Openings are near record highs, suggesting a rip-roaring economy. But Hires are nowhere near the same heights, suggesting a lousy economy. On the other hand, quits are at record highs, suggesting great opportunities for employees to upgrade. How to reconcile the conflicting signals?

PART 03: Gillian Tett writes that the US economy is doing quite well (e.g. goods consumption) but also quite poorly (e.g. consumer sentiment) and asks how to reconcile conflicting signals. Jeff Snider reacts live to the Financial Times columnist, suggesting new models are unnecessary.


----EP. 177a REFERENCES---
Euro$ Futures: There Be Landmines: https://bit.ly/3y8PdsU
An Inversion That Will Likely End the Inflation Narrative: https://bit.ly/335vQ8G
A Global JOLT(s) In July: https://bit.ly/31JGQrJ
Jobless Claims Slump to 52-Year Low: https://bit.ly/3IELyIg
How's the Economy Doing? That Depends on Your Perspective: https://on.ft.com/3EJUjOR 
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Illustrations by David Parkins, myth maker. Audio and video editor, The Terence. Logo design by pixelist Lisa Jiang. Master of ceremonies, Emil Kalinowski. Musical intro/outro is "Sleds" by Cushy found at Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lisa: http://Lisa-Jiang.com/
Lisa: https://twitter.com/@Nylonnerves

]]> PART 01: The Eurodollar futures curve inverted on December 1st - what's happened since? Also, does the American, German and Japanese sovereign bond market corroborate the Eurodollar futures warning? Lastly, does China's lowering of its bank Required Reserve Ratio buttress the E$ warning too?

PART 02: US Job Openings are near record highs, suggesting a rip-roaring economy. But Hires are nowhere near the same heights, suggesting a lousy economy. On the other hand, quits are at record highs, suggesting great opportunities for employees to upgrade. How to reconcile the conflicting signals?

PART 03: Gillian Tett writes that the US economy is doing quite well (e.g. goods consumption) but also quite poorly (e.g. consumer sentiment) and asks how to reconcile conflicting signals. Jeff Snider reacts live to the Financial Times columnist, suggesting new models are unnecessary.


----EP. 177a REFERENCES---
Euro$ Futures: There Be Landmines: https://bit.ly/3y8PdsU
An Inversion That Will Likely End the Inflation Narrative: https://bit.ly/335vQ8G
A Global JOLT(s) In July: https://bit.ly/31JGQrJ
Jobless Claims Slump to 52-Year Low: https://bit.ly/3IELyIg
How's the Economy Doing? That Depends on Your Perspective: https://on.ft.com/3EJUjOR 
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Illustrations by David Parkins, myth maker. Audio and video editor, The Terence. Logo design by pixelist Lisa Jiang. Master of ceremonies, Emil Kalinowski. Musical intro/outro is "Sleds" by Cushy found at Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lisa: http://Lisa-Jiang.com/
Lisa: https://twitter.com/@Nylonnerves

]]> Mon, 13 Dec 2021 10:50:59 -0500 Jeff Snider Jeff Snider 3780 The Eurodollar futures curve inverted on December 1st - what's happened since? Also, a review of conflicting signals in US job openings and hires. Lastly, Jeff Snider reacts Live! to a Financial Times column that asks "How’s the economy doing?" The Eurodollar futures curve inverted on December 1st - what's happened since? Also, a review of conflicting signals in US job openings and hires. Lastly, Jeff Snider reacts Live! to a Financial Times column that asks "How’s the economy doing?" Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading The Fed Guy: Mechanics of a Devaluation [Macropiece Theater, Ep. 176] 176 176 Reading The Fed Guy: Mechanics of a Devaluation [Macropiece Theater, Ep. 176] full 4c04f0fe-b321-4dd7-b762-cd0ae2117ec2 https://share.transistor.fm/s/f129e809 The inflationary process is in its early stages, and it will be particularly strong because it arises in part from a devaluation of the world’s reserve currency. A reading, by Emil Kalinowski.


----------WHO----------
Joseph Wang, author of the 2021 book Central Banking 101,  spent five years as the senior trader on the open markets desk at the Federal Reserve. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Mechanics of a Devaluation: https://bit.ly/31e8Wvf


----------WHERE----------
Joseph's Book: https://amzn.to/3I688ZW
Joseph's Blog: https://fedguy.com/
Joseph's Twitter: https://twitter.com/FedGuy12

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> The inflationary process is in its early stages, and it will be particularly strong because it arises in part from a devaluation of the world’s reserve currency. A reading, by Emil Kalinowski.


----------WHO----------
Joseph Wang, author of the 2021 book Central Banking 101,  spent five years as the senior trader on the open markets desk at the Federal Reserve. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Mechanics of a Devaluation: https://bit.ly/31e8Wvf


----------WHERE----------
Joseph's Book: https://amzn.to/3I688ZW
Joseph's Blog: https://fedguy.com/
Joseph's Twitter: https://twitter.com/FedGuy12

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Mon, 06 Dec 2021 06:00:00 -0500 Jeff Snider Jeff Snider 540 The inflationary process is in its early stages, and it will be particularly strong because it arises in part from a devaluation of the world’s reserve currency. A reading, by Emil Kalinowski. The inflationary process is in its early stages, and it will be particularly strong because it arises in part from a devaluation of the world’s reserve currency. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Inversion [Eurodollar University, Ep. 175] 175 175 Inversion [Eurodollar University, Ep. 175] full 50ae59ff-67f1-4286-93cf-19127b206a8d https://share.transistor.fm/s/07ce40e5 PART 01: You've heard that when the US Treasury yield curve inverts it is a recession warning for the United States. What about when the Eurodollar futures curve inverts? That is a warning too. A monetary red alert for the entire world economy. On December 1st the Eurodollar curve inverted.

PART 02: When the US Treasury yield curve inverts it's a recession warning for the United States. What about when the Eurodollar futures curve inverts? That's a warning too; a monetary Red Alert for the entire world economy. On December 1st the Eurodollar curve inverted. Welcome to Hades.

PART 03: Since 2008 the pace of purchases, sales - and everything in between - has not affected the price of bond yields. Indeed, bond yields seem to go the opposite way of they're 'supposed' to act. But what about the stock of purchases? Is there a total, that once reached, becomes critical?


----EP. 175 REFERENCES---
This Is A Big One (no, it’s not clickbait): https://bit.ly/3oeNNKf
If Not ‘Flow’, Then Has ‘Stock’ ‘Rigged’ The Flattening Curve In QE’s Favor?: https://bit.ly/32Ijkf9
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-------SHOW SPONSOR-------
Macropiece Theater with Emil Kalinowski (a/k/a Alistair Cooke, a/k/a Alistair Cookie) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from: Adam Smith, Arthur Schopenhauer, Bank for International Settlements, George Friedman, J.P. Koning, Jean-Paul Sartre, Karl Marx, Liberty Street Economics, Lyn Alden, Maroon Macro, Matt Stoeller, Michael Pettis, Myrmikan, Perry Mehrling, Robert Breedlove, Rohan Grey, Velina Tchakarova and yes, even Jeff Snider.


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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iHeart: https://ihr.fm/31jq7cI
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Castbox: https://bit.ly/3fJR5xQ
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Stitcher: https://bit.ly/2C1M1GB
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Illustrations by David Parkins, myth maker. Audio and video editor, The Terence. Logo design by pixelist Lisa Jiang. Master of ceremonies, Emil Kalinowski. Music is "Silent Night" by One Man Quartet, "O Christmas Tree" by The Evergreen Trio, "What Child Is This" by The Evergreen Trio and "Saint Nick" by Nbhd Nick, all found at Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lisa: http://Lisa-Jiang.com/
Lisa: https://twitter.com/@Nylonnerves

]]> PART 01: You've heard that when the US Treasury yield curve inverts it is a recession warning for the United States. What about when the Eurodollar futures curve inverts? That is a warning too. A monetary red alert for the entire world economy. On December 1st the Eurodollar curve inverted.

PART 02: When the US Treasury yield curve inverts it's a recession warning for the United States. What about when the Eurodollar futures curve inverts? That's a warning too; a monetary Red Alert for the entire world economy. On December 1st the Eurodollar curve inverted. Welcome to Hades.

PART 03: Since 2008 the pace of purchases, sales - and everything in between - has not affected the price of bond yields. Indeed, bond yields seem to go the opposite way of they're 'supposed' to act. But what about the stock of purchases? Is there a total, that once reached, becomes critical?


----EP. 175 REFERENCES---
This Is A Big One (no, it’s not clickbait): https://bit.ly/3oeNNKf
If Not ‘Flow’, Then Has ‘Stock’ ‘Rigged’ The Flattening Curve In QE’s Favor?: https://bit.ly/32Ijkf9
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-------SHOW SPONSOR-------
Macropiece Theater with Emil Kalinowski (a/k/a Alistair Cooke, a/k/a Alistair Cookie) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from: Adam Smith, Arthur Schopenhauer, Bank for International Settlements, George Friedman, J.P. Koning, Jean-Paul Sartre, Karl Marx, Liberty Street Economics, Lyn Alden, Maroon Macro, Matt Stoeller, Michael Pettis, Myrmikan, Perry Mehrling, Robert Breedlove, Rohan Grey, Velina Tchakarova and yes, even Jeff Snider.


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Illustrations by David Parkins, myth maker. Audio and video editor, The Terence. Logo design by pixelist Lisa Jiang. Master of ceremonies, Emil Kalinowski. Music is "Silent Night" by One Man Quartet, "O Christmas Tree" by The Evergreen Trio, "What Child Is This" by The Evergreen Trio and "Saint Nick" by Nbhd Nick, all found at Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lisa: http://Lisa-Jiang.com/
Lisa: https://twitter.com/@Nylonnerves

]]> Sun, 05 Dec 2021 13:26:40 -0500 Jeff Snider Jeff Snider 3600 The Eurodollar futures curve has inverted. In the past 15 years it has done so on two other occasions (2006, 2018), in both cases the global economy downshifted abruptly in under a year. The Eurodollar futures curve has inverted. In the past 15 years it has done so on two other occasions (2006, 2018), in both cases the global economy downshifted abruptly in under a year. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Mises: Economic Consequences of Cheap Money [Macropiece Theater, Ep. 174] 174 174 Reading Mises: Economic Consequences of Cheap Money [Macropiece Theater, Ep. 174] full 727b561b-ca30-401d-a859-4c140517c596 https://share.transistor.fm/s/db605c9d What does an expansionist monetary policy produce? Is it wise to lower the rate of interest so as to encourage economic activity? The classic text, by Ludwig von Mises. A reading, by Emil Kalinowski.


----------WHO----------
One of the most notable economists and social philosophers of the twentieth century, Ludwig von Mises, in the course of a long and highly productive life, developed an integrated, deductive science of economics based on the fundamental axiom that in­dividual human beings act purposively to achieve desired goals. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
The Economic Consequences of Cheap Money: https://bit.ly/3paz1TU


----------WHERE----------
Mises Institute: https://mises.org/
Mises Institute Twitter: https://twitter.com/mises

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> What does an expansionist monetary policy produce? Is it wise to lower the rate of interest so as to encourage economic activity? The classic text, by Ludwig von Mises. A reading, by Emil Kalinowski.


----------WHO----------
One of the most notable economists and social philosophers of the twentieth century, Ludwig von Mises, in the course of a long and highly productive life, developed an integrated, deductive science of economics based on the fundamental axiom that in­dividual human beings act purposively to achieve desired goals. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
The Economic Consequences of Cheap Money: https://bit.ly/3paz1TU


----------WHERE----------
Mises Institute: https://mises.org/
Mises Institute Twitter: https://twitter.com/mises

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Sat, 04 Dec 2021 06:00:00 -0500 Jeff Snider Jeff Snider 1920 What does an expansionist monetary policy produce? The classic text, by Ludwig von Mises. A reading, by Emil Kalinowski. What does an expansionist monetary policy produce? The classic text, by Ludwig von Mises. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Frances Coppola: Central Banks Can Fight Climate Change [Macropiece Theater, Ep. 173] 173 173 Reading Frances Coppola: Central Banks Can Fight Climate Change [Macropiece Theater, Ep. 173] full 3217f45e-24b5-4c45-9924-33ba492bcb4c https://share.transistor.fm/s/ddcc2c87 Corporate QE amounts to a subsidy to large corporations, corporations that use the money to buy back shares and give big bonuses to executives. It would be far better for central banks to support small businesses and new ventures, particularly those pursuing solutions to climate change. A reading, by Emil Kalinowski.


----------WHO----------
Frances Coppola, author of the 2019 book "The Case For People's Quantitative Easing", is a financial writer and blogger who appears regularly in Forbes and The Financial Times.  Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
How central banks can fight climate change: https://bit.ly/3leXPcp


----------WHERE----------
Frances' Book: https://bit.ly/3paVVe3
Frances' Twitter: https://twitter.com/frances_coppola
Frances' Website: https://www.coppolacomment.com/

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Corporate QE amounts to a subsidy to large corporations, corporations that use the money to buy back shares and give big bonuses to executives. It would be far better for central banks to support small businesses and new ventures, particularly those pursuing solutions to climate change. A reading, by Emil Kalinowski.


----------WHO----------
Frances Coppola, author of the 2019 book "The Case For People's Quantitative Easing", is a financial writer and blogger who appears regularly in Forbes and The Financial Times.  Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
How central banks can fight climate change: https://bit.ly/3leXPcp


----------WHERE----------
Frances' Book: https://bit.ly/3paVVe3
Frances' Twitter: https://twitter.com/frances_coppola
Frances' Website: https://www.coppolacomment.com/

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Fri, 03 Dec 2021 06:00:00 -0500 Jeff Snider Jeff Snider 960 QE amounts to a subsidy to large corporations. It would be far better for central banks to support small businesses and new ventures, particularly those pursuing solutions to climate change. A reading, by Emil Kalinowski. QE amounts to a subsidy to large corporations. It would be far better for central banks to support small businesses and new ventures, particularly those pursuing solutions to climate change. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Dr. Pippa Malmgren: WW3 Has Already Started [Macropiece Theater, Ep. 172] 172 172 Reading Dr. Pippa Malmgren: WW3 Has Already Started [Macropiece Theater, Ep. 172] full 484fe370-b051-493a-b82a-c5b84a35cdbd https://share.transistor.fm/s/1ceecfaf An uncomfortable truth: WWIII is not on the horizon, it is here. Militaries around the world are in a state of high-alert. “Sub-threshold" events are occurring with increasing frequency. War is digitizing. A reading, by Emil Kalinowski.


----------WHO----------
Dr. Pippa Malmgren, author, economist, former White House advisor, entrepreneur and venture capitalist, is a well-recognized female voice in financial and geopolitical circles. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
WWIII Has Already Started: https://drpippa.substack.com/p/wwiii-has-already-started


----------WHERE----------
Pippa's Substack: https://drpippa.substack.com/
Pippa's Twitter: https://twitter.com/DrPippaM
Pippa's Website: https://pippamalmgren.co.uk/index.html

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> An uncomfortable truth: WWIII is not on the horizon, it is here. Militaries around the world are in a state of high-alert. “Sub-threshold" events are occurring with increasing frequency. War is digitizing. A reading, by Emil Kalinowski.


----------WHO----------
Dr. Pippa Malmgren, author, economist, former White House advisor, entrepreneur and venture capitalist, is a well-recognized female voice in financial and geopolitical circles. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
WWIII Has Already Started: https://drpippa.substack.com/p/wwiii-has-already-started


----------WHERE----------
Pippa's Substack: https://drpippa.substack.com/
Pippa's Twitter: https://twitter.com/DrPippaM
Pippa's Website: https://pippamalmgren.co.uk/index.html

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: 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, 02 Dec 2021 06:00:00 -0500 Jeff Snider Jeff Snider 840 An uncomfortable truth: WWIII is not on the horizon, it is here. A reading, by Emil Kalinowski. An uncomfortable truth: WWIII is not on the horizon, it is here. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Matt Stoller: Economists label Cattle Ranchers "Emotional", then Defend Beef Monopoly [Macropiece Theater, Ep. 171] 171 171 Reading Matt Stoller: Economists label Cattle Ranchers "Emotional", then Defend Beef Monopoly [Macropiece Theater, Ep. 171] full d3c54fdf-d52f-4f81-a7f9-9b11aa42c6fc https://share.transistor.fm/s/8deb6a9e Agricultural economists manipulated data to block Congress from acting on high beef prices and the destruction of independent cattle ranching. Why? Because they think monopolies are good. A reading, by Emil Kalinowski.


----------WHO----------
Matt Stoller, author of the 2019 book "Goliath: The 100-Year War Between Monopoly Power and Democracy", is a fellow at the Open Markets Institute and advises policymakers on the problem of monopoly. He has lectured on competition policy around the world and his writing has appeared in various news media and publications. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Economists to Cattle Ranchers: Stop Being So Emotional About the Monopolies Devouring Your Family Businesses: https://bit.ly/3nZBP7g


----------WHERE----------
Stoller's Book: https://bit.ly/2YTD5iB
Stoller's Substack: https://mattstoller.substack.com/
Stoller's Twitter: https://twitter.com/matthewstoller

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Agricultural economists manipulated data to block Congress from acting on high beef prices and the destruction of independent cattle ranching. Why? Because they think monopolies are good. A reading, by Emil Kalinowski.


----------WHO----------
Matt Stoller, author of the 2019 book "Goliath: The 100-Year War Between Monopoly Power and Democracy", is a fellow at the Open Markets Institute and advises policymakers on the problem of monopoly. He has lectured on competition policy around the world and his writing has appeared in various news media and publications. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Economists to Cattle Ranchers: Stop Being So Emotional About the Monopolies Devouring Your Family Businesses: https://bit.ly/3nZBP7g


----------WHERE----------
Stoller's Book: https://bit.ly/2YTD5iB
Stoller's Substack: https://mattstoller.substack.com/
Stoller's Twitter: https://twitter.com/matthewstoller

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
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AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Wed, 01 Dec 2021 06:00:00 -0500 Jeff Snider Jeff Snider 1920 Agricultural economists manipulated data to block Congress from acting on high beef prices and the destruction of independent cattle ranching. A reading, by Emil Kalinowski. Agricultural economists manipulated data to block Congress from acting on high beef prices and the destruction of independent cattle ranching. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Adam Tooze: Global Food Price (Crisis?) [Macropiece Theater, Ep. 170] 170 170 Reading Adam Tooze: Global Food Price (Crisis?) [Macropiece Theater, Ep. 170] full 48043984-dbdf-49ca-b545-dba7bfef5d5d https://share.transistor.fm/s/342a588a According to the FAO Food Price Index, the cost of food has surged in real terms to levels last seen in the 1970s - during the Great Inflation. But another data set, by the OECD shows no such surge at all. What's going on? Is there a food price crisis, or not? A reading, by Emil Kalinowski.


----------WHO----------
Adam Tooze, author of the 2021 book "Shutdown: How Covid Shook the World's Economy", a professor of history at Columbia University. His 2018 book "Crashed" was the winner of the Lionel Gelber Prize, a New York Times Notable Book of 2018, one of The Economist's Books of the Year, and a New York Times Critics' Top Book. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Chartbook #47: Crisis Talk - Global Food Prices: https://bit.ly/3cWhB88


----------WHERE----------
Adam's Book: https://adamtooze.com/shutdown/
Adam's Substack: https://adamtooze.substack.com/
Adam's Website: https://adamtooze.com/
Adam's Twitter: https://twitter.com/adam_tooze

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
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AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> According to the FAO Food Price Index, the cost of food has surged in real terms to levels last seen in the 1970s - during the Great Inflation. But another data set, by the OECD shows no such surge at all. What's going on? Is there a food price crisis, or not? A reading, by Emil Kalinowski.


----------WHO----------
Adam Tooze, author of the 2021 book "Shutdown: How Covid Shook the World's Economy", a professor of history at Columbia University. His 2018 book "Crashed" was the winner of the Lionel Gelber Prize, a New York Times Notable Book of 2018, one of The Economist's Books of the Year, and a New York Times Critics' Top Book. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Chartbook #47: Crisis Talk - Global Food Prices: https://bit.ly/3cWhB88


----------WHERE----------
Adam's Book: https://adamtooze.com/shutdown/
Adam's Substack: https://adamtooze.substack.com/
Adam's Website: https://adamtooze.com/
Adam's Twitter: https://twitter.com/adam_tooze

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
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AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Tue, 30 Nov 2021 06:00:00 -0500 Jeff Snider Jeff Snider 1380 According to the FAO Food Price Index, the cost of food has surged in real terms to levels last seen in the 1970s. But another data set shows no such surge at all. Is there a food price crisis, or not? A reading, by Emil Kalinowski. According to the FAO Food Price Index, the cost of food has surged in real terms to levels last seen in the 1970s. But another data set shows no such surge at all. Is there a food price crisis, or not? A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Allison Fedirka: Fertilizers & Food Insecurity [Macropiece Theater, Ep. 169] 169 169 Reading Allison Fedirka: Fertilizers & Food Insecurity [Macropiece Theater, Ep. 169] full dd7239a8-ea62-47b3-a92c-ffe94771b2dd https://share.transistor.fm/s/6a4d8c0a Fertilizer is a critical input to global food production but circumstances have conspired to throw a spanner into the food supply chain works. The supply and demand imbalances have caused a spike in fertilizer prices and, consequently, raised the costs of producing food. Who will pay for these increases? Farmers? Consumers? Is a period of food insecurity ahead? How long might it last? A reading, by Emil Kalinowski.


----------WHO----------
Allison Fedirka of Geopolitical Futures. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Fertilizers and Food Insecurity: https://bit.ly/3I12ZlR


----------WHERE----------
Allison Fedirka's Writings: https://geopoliticalfutures.com/author/afedirka/
Allison Fedirka's Twitter: https://twitter.com/afedirka

Geopolitical Futures: https://geopoliticalfutures.com/
Geopolitical Futures Twitter: https://twitter.com/gpfutures

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/


---------HEAR IT----------
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PodcastAddict: https://bit.ly/2V39Xjr

]]> Fertilizer is a critical input to global food production but circumstances have conspired to throw a spanner into the food supply chain works. The supply and demand imbalances have caused a spike in fertilizer prices and, consequently, raised the costs of producing food. Who will pay for these increases? Farmers? Consumers? Is a period of food insecurity ahead? How long might it last? A reading, by Emil Kalinowski.


----------WHO----------
Allison Fedirka of Geopolitical Futures. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Fertilizers and Food Insecurity: https://bit.ly/3I12ZlR


----------WHERE----------
Allison Fedirka's Writings: https://geopoliticalfutures.com/author/afedirka/
Allison Fedirka's Twitter: https://twitter.com/afedirka

Geopolitical Futures: https://geopoliticalfutures.com/
Geopolitical Futures Twitter: https://twitter.com/gpfutures

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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PodcastAddict: https://bit.ly/2V39Xjr

]]> Mon, 29 Nov 2021 06:00:00 -0500 Jeff Snider Jeff Snider 900 Fertilizer is a critical input to global food production but circumstances have conspired to throw a spanner into the food supply chain works. Who will pay for these increases? Is a period of food insecurity ahead? A reading, by Emil Kalinowski. Fertilizer is a critical input to global food production but circumstances have conspired to throw a spanner into the food supply chain works. Who will pay for these increases? Is a period of food insecurity ahead? A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Red or Blue Pill? Bonds say Powell will opt for Blue [Eurodollar University, Ep. 168] 168 168 Red or Blue Pill? Bonds say Powell will opt for Blue [Eurodollar University, Ep. 168] full eea01506-c879-45ce-b134-b39847543bc1 https://share.transistor.fm/s/3a8dad75 PART 01: Jay Powell has been nominated by President Biden to serve another term as the Federal Reserve chair. Though his nomination has not even been heard by the US Congress, another group of people has already passed judgement on the second term: the bond market (and they say it'll be a failure!).

PART 02: The Federal Reserve, and other central banks, buy tremendous amounts of government securities and this should impact bond prices. Should, but doesn't. That's because there's an even more powerful force than the Fed, the bond market itself. We review the 2007-19 evidence.

PART 03: The nominal value of Chinese imports of iron ore, German exports and Japanese exports all look pretty, pretty good. But the unit volume is pretty, pretty awful. There are fewer units being utilized! This is an economic warning that is presently hidden behind hire prices (value = unit * price).


----EP. 168 REFERENCES----
#continuity The Least Useful Person: https://bit.ly/3r4k8VN
Sorry Jay, Curve(s) #continuity Is Not A Good Thing: https://bit.ly/3DP5XYn
No, The Fed Does *Not* Rig The Bond Market And It Only Takes Five Seconds To Debunk This Myth: https://bit.ly/3CLJMRu
How the Fed Rigs the Bond Market: https://on.wsj.com/3p0eC3V
The ‘Growth Scare’ Keeps Growing Out Of The Macro (Money) Illusion: https://bit.ly/3cM2j5t
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-------SHOW SPONSOR-------
Macropiece Theater with Emil Kalinowski (a/k/a Alistair Cooke, a/k/a Alistair Cookie) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from: Adam Smith, Arthur Schopenhauer, Bank for International Settlements, George Friedman, J.P. Koning, Jean-Paul Sartre, Karl Marx, Liberty Street Economics, Lyn Alden, Maroon Macro, Matt Stoeller, Michael Pettis, Myrmikan, Perry Mehrling, Robert Breedlove, Rohan Grey, Velina Tchakarova and yes, even Jeff Snider.


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Illustrations by David Parkins, myth maker. Audio and video editor, The Terence. Logo design by pixelist Lisa Jiang. Master of ceremonies, Emil Kalinowski. Podcast intro/outro is "Turquoise Waves" by Sarah, the Illstrumentalist found at Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lisa: http://Lisa-Jiang.com/
Lisa: https://twitter.com/@Nylonnerves

]]> PART 01: Jay Powell has been nominated by President Biden to serve another term as the Federal Reserve chair. Though his nomination has not even been heard by the US Congress, another group of people has already passed judgement on the second term: the bond market (and they say it'll be a failure!).

PART 02: The Federal Reserve, and other central banks, buy tremendous amounts of government securities and this should impact bond prices. Should, but doesn't. That's because there's an even more powerful force than the Fed, the bond market itself. We review the 2007-19 evidence.

PART 03: The nominal value of Chinese imports of iron ore, German exports and Japanese exports all look pretty, pretty good. But the unit volume is pretty, pretty awful. There are fewer units being utilized! This is an economic warning that is presently hidden behind hire prices (value = unit * price).


----EP. 168 REFERENCES----
#continuity The Least Useful Person: https://bit.ly/3r4k8VN
Sorry Jay, Curve(s) #continuity Is Not A Good Thing: https://bit.ly/3DP5XYn
No, The Fed Does *Not* Rig The Bond Market And It Only Takes Five Seconds To Debunk This Myth: https://bit.ly/3CLJMRu
How the Fed Rigs the Bond Market: https://on.wsj.com/3p0eC3V
The ‘Growth Scare’ Keeps Growing Out Of The Macro (Money) Illusion: https://bit.ly/3cM2j5t
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-------SHOW SPONSOR-------
Macropiece Theater with Emil Kalinowski (a/k/a Alistair Cooke, a/k/a Alistair Cookie) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from: Adam Smith, Arthur Schopenhauer, Bank for International Settlements, George Friedman, J.P. Koning, Jean-Paul Sartre, Karl Marx, Liberty Street Economics, Lyn Alden, Maroon Macro, Matt Stoeller, Michael Pettis, Myrmikan, Perry Mehrling, Robert Breedlove, Rohan Grey, Velina Tchakarova and yes, even Jeff Snider.


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
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Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Illustrations by David Parkins, myth maker. Audio and video editor, The Terence. Logo design by pixelist Lisa Jiang. Master of ceremonies, Emil Kalinowski. Podcast intro/outro is "Turquoise Waves" by Sarah, the Illstrumentalist found at Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lisa: http://Lisa-Jiang.com/
Lisa: https://twitter.com/@Nylonnerves

]]> Sun, 28 Nov 2021 07:15:29 -0500 Jeff Snider Jeff Snider 3540 What does the yield curve think of Jay Powell re-nomination to chair the Fed for four more years? Do central banks rig the bond market? What do volumes in China, Japan and Germany tell us that values do not? What does the yield curve think of Jay Powell re-nomination to chair the Fed for four more years? Do central banks rig the bond market? What do volumes in China, Japan and Germany tell us that values do not? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading the BIS: Bottlenecks & Macro Implications [Ep. 167, Macropiece Theater] 167 167 Reading the BIS: Bottlenecks & Macro Implications [Ep. 167, Macropiece Theater] full 3ed5a38e-737f-4438-a734-80179e066691 https://share.transistor.fm/s/be82c2d3 The Bank for International Settlements observes that bottlenecks in the supply of commodities, intermediate goods and freight transport have given rise to volatile prices and delivery delays. These disruptions have been particularly severe in upstream industries and have led to large international spillovers through global value chains. On the one hand, the inflationary effect of bottlenecks will likely be limited after relative prices have adjusted. But sustained  pressures could emerge if bottlenecks persist long enough to trigger an upward shift in wage growth and inflation expectations. A reading, by Emil Kalinowski.


----------WHO----------
Daniel Rees and Phurichai Rungcharoenkitkul of the Bank for International Settlements. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Bottlenecks - causes and macroeconomic implications: https://bit.ly/3DPMx5L
Why Do We Think That Inflation Expectations Matter for Inflation? (And Should We?): https://bit.ly/3FKH54B


----------WHERE----------
BIS Website: https://www.bis.org/
BIS Twitter: https://twitter.com/BIS_org

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> The Bank for International Settlements observes that bottlenecks in the supply of commodities, intermediate goods and freight transport have given rise to volatile prices and delivery delays. These disruptions have been particularly severe in upstream industries and have led to large international spillovers through global value chains. On the one hand, the inflationary effect of bottlenecks will likely be limited after relative prices have adjusted. But sustained  pressures could emerge if bottlenecks persist long enough to trigger an upward shift in wage growth and inflation expectations. A reading, by Emil Kalinowski.


----------WHO----------
Daniel Rees and Phurichai Rungcharoenkitkul of the Bank for International Settlements. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Bottlenecks - causes and macroeconomic implications: https://bit.ly/3DPMx5L
Why Do We Think That Inflation Expectations Matter for Inflation? (And Should We?): https://bit.ly/3FKH54B


----------WHERE----------
BIS Website: https://www.bis.org/
BIS Twitter: https://twitter.com/BIS_org

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
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PocketCast: 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, 25 Nov 2021 06:00:00 -0500 Jeff Snider Jeff Snider 1560 Bottlenecks in the supply of commodities, intermediate goods and freight transport have given rise to volatile prices and delivery delays. Will the inflationary effect be limited, or sustained? A reading, by Emil Kalinowski. Bottlenecks in the supply of commodities, intermediate goods and freight transport have given rise to volatile prices and delivery delays. Will the inflationary effect be limited, or sustained? A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Matt Stoller: Will Monopolies Steal the Infrastructure Money? [Ep. 166, Macropiece Theater] 166 166 Reading Matt Stoller: Will Monopolies Steal the Infrastructure Money? [Ep. 166, Macropiece Theater] full 2860238f-d9b0-4b21-972a-288982332b08 https://share.transistor.fm/s/2cba8001 We are now in a giant parking lot game that threatens the global economy. Thank deregulation and the Ocean Shipping Reform Act of 1998. A reading, by Emil Kalinowski.


----------WHO----------
Matt Stoller is a fellow at the Open Markets Institute and advises policymakers on the problem of monopoly. He has lectured on competition policy around the world and his writing has appeared in various news media and publications. In 2019 he authored Goliath: The 100-Year War Between Monopoly Power and Democracy. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Too Big to Sail: How a Legal Revolution Clogged Our Ports: https://bit.ly/3CxOXoa


----------WHERE----------
Stoller's Substack: https://mattstoller.substack.com/
Stoller's Book: https://bit.ly/2YTD5iB
Stoller's Twitter: https://twitter.com/matthewstoller

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> We are now in a giant parking lot game that threatens the global economy. Thank deregulation and the Ocean Shipping Reform Act of 1998. A reading, by Emil Kalinowski.


----------WHO----------
Matt Stoller is a fellow at the Open Markets Institute and advises policymakers on the problem of monopoly. He has lectured on competition policy around the world and his writing has appeared in various news media and publications. In 2019 he authored Goliath: The 100-Year War Between Monopoly Power and Democracy. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Too Big to Sail: How a Legal Revolution Clogged Our Ports: https://bit.ly/3CxOXoa


----------WHERE----------
Stoller's Substack: https://mattstoller.substack.com/
Stoller's Book: https://bit.ly/2YTD5iB
Stoller's Twitter: https://twitter.com/matthewstoller

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Wed, 24 Nov 2021 06:00:00 -0500 Jeff Snider Jeff Snider 2040 We are now in a giant parking lot game that threatens the global economy. Thank deregulation and the Ocean Shipping Reform Act of 1998. A reading, by Emil Kalinowski. We are now in a giant parking lot game that threatens the global economy. Thank deregulation and the Ocean Shipping Reform Act of 1998. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Singapore Bullion Market Assoc.: Silver to the Stratosphere [Ep. 165, Macropiece Theater] 165 165 Reading Singapore Bullion Market Assoc.: Silver to the Stratosphere [Ep. 165, Macropiece Theater] full 65fee0b3-0fe8-43fe-8070-b88e7c55f7dc https://share.transistor.fm/s/b4056cb7 Silver's decade ahead maybe a perfect storm of demand for government-mandated green investment and of inflation by government-enforced financial repression. Move over 'gold bugs', silver fever is coming. A reading, by Emil Kalinowski.


----------WHO----------
The Singapore Bullion Market Association, represents bullion banks, exchanges, refineries, merchants and logistics companies. The SBMA now plays a pivotal role in the development of Singapore as one of the most global centres of connectivity for precious metals. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Silver to the Stratosphere: https://bit.ly/3cdWnlH


----------WHERE----------
SBMA's Website: https://www.sbma.org.sg/
SBMA's Twitter: https://twitter.com/SBMA1993

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Silver's decade ahead maybe a perfect storm of demand for government-mandated green investment and of inflation by government-enforced financial repression. Move over 'gold bugs', silver fever is coming. A reading, by Emil Kalinowski.


----------WHO----------
The Singapore Bullion Market Association, represents bullion banks, exchanges, refineries, merchants and logistics companies. The SBMA now plays a pivotal role in the development of Singapore as one of the most global centres of connectivity for precious metals. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Silver to the Stratosphere: https://bit.ly/3cdWnlH


----------WHERE----------
SBMA's Website: https://www.sbma.org.sg/
SBMA's Twitter: https://twitter.com/SBMA1993

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Tue, 23 Nov 2021 06:00:00 -0500 Jeff Snider Jeff Snider 1140 Silver's decade ahead maybe a perfect storm of demand for government-mandated green investment and of inflation by government-enforced financial repression. A reading, by Emil Kalinowski. Silver's decade ahead maybe a perfect storm of demand for government-mandated green investment and of inflation by government-enforced financial repression. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Applying Lipstick to the Hog [Eurodollar University, Ep. 164] 164 164 Applying Lipstick to the Hog [Eurodollar University, Ep. 164] full 3c125880-f6b5-457e-a02f-6881a09ee411 https://share.transistor.fm/s/d35e4591 PART 01: America's September 2021 Treasury International Capital data corroborates dis/deflationary indications observed across various sources, the vast majority of which imply there's not enough money, and/or it's inadequately distributed, for the global economy to achieve permanent recovery.

PART 02: Beijing reconfirmed what was made clear in 2017, during the 19th National Party Congress: the economic boom was over and it is time to prepare for it. If anyone in the West would care to listen, the Central Committee is referring not only to China but the entire global economy.

PART 03: M1 and M2 once informed central bank decisions. But the monetary aggregates were so narrowly defined that they were, in effect, mere keyholes that offered policymakers an unsatisfactory, and often-enough misleading, peek into the great monetary hall.


----EP. 164 REFERENCES---
TIC: Consistent, Coherent, Corroborated, Inflation Never Had A Chance: https://bit.ly/3cDfqpO
Chinese Ice Cream: https://bit.ly/3kPgTO4
We Can't Depend On the Ms, Which Only Produce Bad Vs: https://bit.ly/3wZexRA
Is M2 The Money Behind Inflation? If Not, What Is (Or Isn’t)?: https://bit.ly/3DAH5n1
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-------SHOW SPONSOR-------
Macropiece Theater with Emil Kalinowski (a/k/a Alistair Cooke, a/k/a Alistair Cookie) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from: Adam Smith, Arthur Schopenhauer, Bank for International Settlements, George Friedman, J.P. Koning, Jean-Paul Sartre, Karl Marx, Liberty Street Economics, Lyn Alden, Maroon Macro, Matt Stoeller, Michael Pettis, Myrmikan, Perry Mehrling, Robert Breedlove, Rohan Grey, Velina Tchakarova and yes, even Jeff Snider.


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Illustrations by David Parkins, swine satirist. Audio and video editor, The Terence. Logo design by pixelist Lisa Jiang. Master of ceremonies, Emil Kalinowski. Podcast intro/outro is "Different Days" by Chill Cole found at Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lisa: http://Lisa-Jiang.com/
Lisa: https://twitter.com/@Nylonnerves

]]> PART 01: America's September 2021 Treasury International Capital data corroborates dis/deflationary indications observed across various sources, the vast majority of which imply there's not enough money, and/or it's inadequately distributed, for the global economy to achieve permanent recovery.

PART 02: Beijing reconfirmed what was made clear in 2017, during the 19th National Party Congress: the economic boom was over and it is time to prepare for it. If anyone in the West would care to listen, the Central Committee is referring not only to China but the entire global economy.

PART 03: M1 and M2 once informed central bank decisions. But the monetary aggregates were so narrowly defined that they were, in effect, mere keyholes that offered policymakers an unsatisfactory, and often-enough misleading, peek into the great monetary hall.


----EP. 164 REFERENCES---
TIC: Consistent, Coherent, Corroborated, Inflation Never Had A Chance: https://bit.ly/3cDfqpO
Chinese Ice Cream: https://bit.ly/3kPgTO4
We Can't Depend On the Ms, Which Only Produce Bad Vs: https://bit.ly/3wZexRA
Is M2 The Money Behind Inflation? If Not, What Is (Or Isn’t)?: https://bit.ly/3DAH5n1
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-------SHOW SPONSOR-------
Macropiece Theater with Emil Kalinowski (a/k/a Alistair Cooke, a/k/a Alistair Cookie) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from: Adam Smith, Arthur Schopenhauer, Bank for International Settlements, George Friedman, J.P. Koning, Jean-Paul Sartre, Karl Marx, Liberty Street Economics, Lyn Alden, Maroon Macro, Matt Stoeller, Michael Pettis, Myrmikan, Perry Mehrling, Robert Breedlove, Rohan Grey, Velina Tchakarova and yes, even Jeff Snider.


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Illustrations by David Parkins, swine satirist. Audio and video editor, The Terence. Logo design by pixelist Lisa Jiang. Master of ceremonies, Emil Kalinowski. Podcast intro/outro is "Different Days" by Chill Cole found at Epidemic Sound.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/

Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

David: https://DavidParkins.com/
Terence: https://www.VisualFocusMedia.com

Lisa: http://Lisa-Jiang.com/
Lisa: https://twitter.com/@Nylonnerves

]]> Mon, 22 Nov 2021 08:23:42 -0500 Jeff Snider Jeff Snider 3843 A review of September 2021's Treasury International Capital report strongly suggests not enough money in the global economy. The results of China's Sixth Plenum shows Beijing knows it. Also, why M * V ≠ P * Q, or anything other than confusion. A review of September 2021's Treasury International Capital report strongly suggests not enough money in the global economy. The results of China's Sixth Plenum shows Beijing knows it. Also, why M * V ≠ P * Q, or anything other than confusion. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Adam Tooze: Populist Money, Back Then and Right Now [Ep. 163, Macropiece Theater] 163 163 Reading Adam Tooze: Populist Money, Back Then and Right Now [Ep. 163, Macropiece Theater] full 50f99aa2-4942-42bf-8750-a8204d0192da https://share.transistor.fm/s/8a0ee805 In 1896 a great political battle erupted over monetary policy in the United States. That battle and its lessons are relevant today. A reading, by Emil Kalinowski.


----------WHO----------
Adam Tooze, economist, author and historian. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Chartbook #44: The Cross of Gold - populism, democratic iterations and the politics of money: https://bit.ly/3otXhQx


----------WHERE----------
Adam's Substack: https://adamtooze.substack.com/
Adam's Website: https://adamtooze.com/
Adam's Twitter: https://twitter.com/adam_tooze

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> In 1896 a great political battle erupted over monetary policy in the United States. That battle and its lessons are relevant today. A reading, by Emil Kalinowski.


----------WHO----------
Adam Tooze, economist, author and historian. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Chartbook #44: The Cross of Gold - populism, democratic iterations and the politics of money: https://bit.ly/3otXhQx


----------WHERE----------
Adam's Substack: https://adamtooze.substack.com/
Adam's Website: https://adamtooze.com/
Adam's Twitter: https://twitter.com/adam_tooze

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Sun, 21 Nov 2021 10:22:13 -0500 Jeff Snider Jeff Snider 2040 In 1896 a great political battle erupted over monetary policy in the United States. That battle and its lessons are relevant today. A reading, by Emil Kalinowski. In 1896 a great political battle erupted over monetary policy in the United States. That battle and its lessons are relevant today. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: The Wage/Economy Illusion [Ep. 162, Macropiece Theater] 162 162 Reading Jeff Snider: The Wage/Economy Illusion [Ep. 162, Macropiece Theater] full 336df209-8b0f-444d-96fb-f4723d257963 https://share.transistor.fm/s/2f72df72 China's imports of iron value is soaring, which signals a booming economy. A closer look reveals that it is iron prices which are soaring but volume - the real stuff, the real goods - is falling. What does that signal? That the world has fallen for an "booming economy" illusion. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
The Wage/Economy Illusion: https://bit.ly/3ngQ7jz


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> China's imports of iron value is soaring, which signals a booming economy. A closer look reveals that it is iron prices which are soaring but volume - the real stuff, the real goods - is falling. What does that signal? That the world has fallen for an "booming economy" illusion. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
The Wage/Economy Illusion: https://bit.ly/3ngQ7jz


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Sat, 20 Nov 2021 06:00:00 -0500 Jeff Snider Jeff Snider 780 China's imports of iron value is soaring, which signals a booming economy. A closer look reveals that it is iron prices which are soaring but volume is falling. A reading, by Emil Kalinowski. China's imports of iron value is soaring, which signals a booming economy. A closer look reveals that it is iron prices which are soaring but volume is falling. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: Trade Price Boom hides Trade Volume Bust [Ep. 161, Macropiece Theater] 161 161 Reading Jeff Snider: Trade Price Boom hides Trade Volume Bust [Ep. 161, Macropiece Theater] full 116daf34-ed88-4fcd-8836-b2ead6b7e5c5 https://share.transistor.fm/s/77f1d27a Trade appears to be booming in Germany and China, but a closer look reveals that the gains are concentrated in "price" and when we isolate "volume" of goods traded an entirely different, and ugly-ugly-ugly picture emerges. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Global Trade and Global Prices, China and Germany’s ‘Growth Scare’: https://bit.ly/3DaZ3fI


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
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PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Trade appears to be booming in Germany and China, but a closer look reveals that the gains are concentrated in "price" and when we isolate "volume" of goods traded an entirely different, and ugly-ugly-ugly picture emerges. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Global Trade and Global Prices, China and Germany’s ‘Growth Scare’: https://bit.ly/3DaZ3fI


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Fri, 19 Nov 2021 06:00:00 -0500 Jeff Snider Jeff Snider 900 Trade appears to be booming in Germany and China, but a closer look reveals that the gains are concentrated in "price". A reading, by Emil Kalinowski. Trade appears to be booming in Germany and China, but a closer look reveals that the gains are concentrated in "price". A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Interviewing Russell Napier: What the Asian Financial Crisis Wrought [Ep. 160] 160 160 Interviewing Russell Napier: What the Asian Financial Crisis Wrought [Ep. 160] full 3c663bca-ece8-4c82-8d63-8c85f6b508d1 https://share.transistor.fm/s/bdcc1a56 Author, reformed lawyer, economic historian and your man from Belfast, Russell Napier, explains why the 1995-98 Asian Financial Crisis set the stage for the Age of Debt (1999-2020) and the coming Era of Financial Repression (2021-??).


----RUSSELL NAPIER BIOGRAPHY---
Russell is chairman of the Mid Wynd International Investment Trust a closed end investment vehicle listed on the London Stock Exchange. He is a member of the investment advisory committees of three fund management companies, Cerno Capital and Kennox Asset Management and Bay Capital.  In 2014 Russell founded the charitable venture The Library of Mistakes a business and financial history library in Edinburgh that now has branches in India and Switzerland.  Russell has degrees in law from Queen’s University Belfast and Magdalene College Cambridge. He is a Fellow of The CFA Society of the UK and is an Honorary Professor at both Heriot- Watt University and The University of Stirling. His second book which covers the events of the Asian financial crisis and the lessons to be learned from it was published in July 2021.


----RUSSELL NAPIER CONTACT-----
• The Asian Financial Crisis 1995-98: https://bit.ly/3oAkBMB
• Online Course: https://www.didaskoeducation.org/

• Research (institutional): https://www.eri-c.com/
• Research (individual): https://russellnapier.co.uk/

• Library of Mistakes (Website): https://www.libraryofmistakes.com/
• Library of Mistakes (Twitter): https://twitter.com/EdinburghLoM


---RUSSELL NAPIER INTERVIEWS---
• @MacroVoices (Oct21): https://bit.ly/2Z57o5h
• @kofinas (Jul21) https://bit.ly/2WU23g4
• @RonStoeferle (Mar21): https://bit.ly/3972Spj
• @RealVision (Feb21): https://bit.ly/3tMYggF
• @MacroVoices (Jan21): https://bit.ly/36Kn5jx
• @MoneyWeek (Dec20): https://bit.ly/3p9YDhL
• @SantiagoAuFund (Nov20): https://bit.ly/39VMokv
• @ttmygh (Aug20): https://bit.ly/3txCmxV
• @TheMarket_CH (Jul20): https://bit.ly/3rsBXef
• @MoneyWeek (Feb20): https://bit.ly/3tN2ncB


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/
Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

]]> Author, reformed lawyer, economic historian and your man from Belfast, Russell Napier, explains why the 1995-98 Asian Financial Crisis set the stage for the Age of Debt (1999-2020) and the coming Era of Financial Repression (2021-??).


----RUSSELL NAPIER BIOGRAPHY---
Russell is chairman of the Mid Wynd International Investment Trust a closed end investment vehicle listed on the London Stock Exchange. He is a member of the investment advisory committees of three fund management companies, Cerno Capital and Kennox Asset Management and Bay Capital.  In 2014 Russell founded the charitable venture The Library of Mistakes a business and financial history library in Edinburgh that now has branches in India and Switzerland.  Russell has degrees in law from Queen’s University Belfast and Magdalene College Cambridge. He is a Fellow of The CFA Society of the UK and is an Honorary Professor at both Heriot- Watt University and The University of Stirling. His second book which covers the events of the Asian financial crisis and the lessons to be learned from it was published in July 2021.


----RUSSELL NAPIER CONTACT-----
• The Asian Financial Crisis 1995-98: https://bit.ly/3oAkBMB
• Online Course: https://www.didaskoeducation.org/

• Research (institutional): https://www.eri-c.com/
• Research (individual): https://russellnapier.co.uk/

• Library of Mistakes (Website): https://www.libraryofmistakes.com/
• Library of Mistakes (Twitter): https://twitter.com/EdinburghLoM


---RUSSELL NAPIER INTERVIEWS---
• @MacroVoices (Oct21): https://bit.ly/2Z57o5h
• @kofinas (Jul21) https://bit.ly/2WU23g4
• @RonStoeferle (Mar21): https://bit.ly/3972Spj
• @RealVision (Feb21): https://bit.ly/3tMYggF
• @MacroVoices (Jan21): https://bit.ly/36Kn5jx
• @MoneyWeek (Dec20): https://bit.ly/3p9YDhL
• @SantiagoAuFund (Nov20): https://bit.ly/39VMokv
• @ttmygh (Aug20): https://bit.ly/3txCmxV
• @TheMarket_CH (Jul20): https://bit.ly/3rsBXef
• @MoneyWeek (Feb20): https://bit.ly/3tN2ncB


-----SEE ALL EPISODES-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR ALL EPISODES-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


---------THE TEAM---------
Jeff Snider, Head of Global Investment Research for Alhambra Investments. Master of ceremonies, Emil Kalinowski.


------FIND THE TEAM-------
Jeff: https://twitter.com/JeffSnider_AIP
Jeff: https://alhambrapartners.com/author/jsnider/
Emil: https://twitter.com/EmilKalinowski
Emil: https://www.EuroDollarEnterprises.com

]]> Thu, 18 Nov 2021 06:00:00 -0500 Jeff Snider Jeff Snider 3054 Russell Napier, explains why the 1995-98 Asian Financial Crisis set the stage for the Age of Debt and the coming Era of Financial Repression. Russell Napier, explains why the 1995-98 Asian Financial Crisis set the stage for the Age of Debt and the coming Era of Financial Repression. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Interviewing Prof. Williamson: Are Gas Prices High? [Eurodollar University, Ep. 159] 159 159 Interviewing Prof. Williamson: Are Gas Prices High? [Eurodollar University, Ep. 159] full 2023e545-d807-464c-b25f-840d52176eee https://share.transistor.fm/s/d01e9402 An interview with Professor Samuel Williamson, economic historian and co-founder of MeasuringWorth.com, discusses gas prices in 2021 and whether they are high, or low, relative to history in terms of consumer prices and labor hours.


--------REFERENCES--------
Measuring Worth: https://bit.ly/36TfZZD
Measuring Worth Twitter: https://bit.ly/3BuZotf
Measuring Worth Blog: https://bit.ly/3rqyz4R


-----HEAR EPISODE 159----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
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Spotify: https://spoti.fi/3arP8mY
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Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> An interview with Professor Samuel Williamson, economic historian and co-founder of MeasuringWorth.com, discusses gas prices in 2021 and whether they are high, or low, relative to history in terms of consumer prices and labor hours.


--------REFERENCES--------
Measuring Worth: https://bit.ly/36TfZZD
Measuring Worth Twitter: https://bit.ly/3BuZotf
Measuring Worth Blog: https://bit.ly/3rqyz4R


-----HEAR EPISODE 159----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
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Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Wed, 17 Nov 2021 06:00:00 -0500 Jeff Snider Jeff Snider 2457 Professor Samuel Williamson, economic historian, discusses gas prices in 2021 and whether they are high, or low, relative to history in terms of consumer prices and labor hours. Professor Samuel Williamson, economic historian, discusses gas prices in 2021 and whether they are high, or low, relative to history in terms of consumer prices and labor hours. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Rohan Grey: Money is an Ecosystem and Language [Ep. 158, Macropiece Theater] 158 158 Reading Rohan Grey: Money is an Ecosystem and Language [Ep. 158, Macropiece Theater] full 45b03c48-38a9-426c-a2ae-7a37904cbd9f https://share.transistor.fm/s/f705a6cc It is difficult  to define what money is because the term money can refer to different things in different contexts. Money is not just a thing or unit of measurement but an ecosystem, a layer of social infrastructure, a language - and a source of power. A reading, by Emil Kalinowski.


----------WHO----------
Rohan Grey, assistant professor at Willamette University College of Law, where he teaches contracts, business associations and securities regulation. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
What is Money?: https://bit.ly/30d7I2o


----------WHERE----------
Rohan's Website: https://rohangrey.net/
Rohan's Twitter: https://twitter.com/rohangrey

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> It is difficult  to define what money is because the term money can refer to different things in different contexts. Money is not just a thing or unit of measurement but an ecosystem, a layer of social infrastructure, a language - and a source of power. A reading, by Emil Kalinowski.


----------WHO----------
Rohan Grey, assistant professor at Willamette University College of Law, where he teaches contracts, business associations and securities regulation. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
What is Money?: https://bit.ly/30d7I2o


----------WHERE----------
Rohan's Website: https://rohangrey.net/
Rohan's Twitter: https://twitter.com/rohangrey

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Tue, 16 Nov 2021 06:00:00 -0500 Jeff Snider Jeff Snider 1320 It is difficult to define what money is because the term money can refer to different things in different contexts. A reading, by Emil Kalinowski. It is difficult to define what money is because the term money can refer to different things in different contexts. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Next Fed Chair to be Theoretical Lexicographer [Eurodollar University, Ep. 157] 157 157 Next Fed Chair to be Theoretical Lexicographer [Eurodollar University, Ep. 157] full 4a24e511-59f3-4c62-b865-0344bc226f05 https://share.transistor.fm/s/817c16aa PART 01: Around the world data shows consumer prices are accelerating like we haven't seen in years, even decades. Why? Is it because politicians are wantonly giving away money? Are gluttonous central bankers printing cash? Is it a supply/demand imbalance? Is this the 1970s Great Inflation?

PART 02: The "landmine" has been part of each of the four global/regional dollar squeezes of the past 14 years (2007-09, 2011-12, 2014-16, 2018-20). The "landmine" is when US Treasury Bond yields decline precipitously and signal that economic potential has been seriously maimed. Where are we in 2021?

PART 03: The last time the Federal Reserve tapered its QE program the central bank spent HOURS and HOURS and HOURS and HOURS on determining which adjective to us. Adverbs. Dangling participles, onomatopoeia, clauses, subject and object. What was NOT discussed? Money. Credit. Collateral.


---------SPONSOR----------
Macropiece Theater with Emil Kalinowski (a/k/a Alistair Cooke, a/k/a Alistair Cookie) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from: Adam Smith, Arthur Schopenhauer, Bank for International Settlements, George Friedman, J.P. Koning, Jean-Paul Sartre, Karl Marx, Liberty Street Economics, Lyn Alden, Maroon Macro, Matt Stoeller, Michael Pettis, Myrmikan, Perry Mehrling, Robert Breedlove, Rohan Grey, Velina Tchakarova and yes, even Jeff Snider.


-----SEE EPISODE 157------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 157----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 157c REFERENCES---
What Does The Rest of the Market Think About The ‘Epic’ CPI (TIPS, breakevens, even consumers themselves): https://bit.ly/30dfJ8h
How Can A CPI Now Above Six Price Like This?: https://bit.ly/3c1ScsX
Landmine Review: The Big One: https://bit.ly/3EXXEJY
Landmine Lurking, Gotta Make Tantrum Happen Before It’s Too Late (again): https://bit.ly/3wBZ3mi
What Does Taper Look Like From The Inside? Not At All What You’d Think: https://bit.ly/3C77qYf
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins, lipstick lampoonist. Podcast intro/outro is "Moonshiner's Turn" by Martin Landström found at Epidemic Sound.

]]> PART 01: Around the world data shows consumer prices are accelerating like we haven't seen in years, even decades. Why? Is it because politicians are wantonly giving away money? Are gluttonous central bankers printing cash? Is it a supply/demand imbalance? Is this the 1970s Great Inflation?

PART 02: The "landmine" has been part of each of the four global/regional dollar squeezes of the past 14 years (2007-09, 2011-12, 2014-16, 2018-20). The "landmine" is when US Treasury Bond yields decline precipitously and signal that economic potential has been seriously maimed. Where are we in 2021?

PART 03: The last time the Federal Reserve tapered its QE program the central bank spent HOURS and HOURS and HOURS and HOURS on determining which adjective to us. Adverbs. Dangling participles, onomatopoeia, clauses, subject and object. What was NOT discussed? Money. Credit. Collateral.


---------SPONSOR----------
Macropiece Theater with Emil Kalinowski (a/k/a Alistair Cooke, a/k/a Alistair Cookie) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from: Adam Smith, Arthur Schopenhauer, Bank for International Settlements, George Friedman, J.P. Koning, Jean-Paul Sartre, Karl Marx, Liberty Street Economics, Lyn Alden, Maroon Macro, Matt Stoeller, Michael Pettis, Myrmikan, Perry Mehrling, Robert Breedlove, Rohan Grey, Velina Tchakarova and yes, even Jeff Snider.


-----SEE EPISODE 157------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 157----
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----EP. 157c REFERENCES---
What Does The Rest of the Market Think About The ‘Epic’ CPI (TIPS, breakevens, even consumers themselves): https://bit.ly/30dfJ8h
How Can A CPI Now Above Six Price Like This?: https://bit.ly/3c1ScsX
Landmine Review: The Big One: https://bit.ly/3EXXEJY
Landmine Lurking, Gotta Make Tantrum Happen Before It’s Too Late (again): https://bit.ly/3wBZ3mi
What Does Taper Look Like From The Inside? Not At All What You’d Think: https://bit.ly/3C77qYf
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins, lipstick lampoonist. Podcast intro/outro is "Moonshiner's Turn" by Martin Landström found at Epidemic Sound.

]]> Mon, 15 Nov 2021 06:56:18 -0500 Jeff Snider Jeff Snider 3720 Prices are surging, the US Treasury market condition is best described as "landmine" and so the Federal Reserve rides to the rescue with its thesaurus. Prices are surging, the US Treasury market condition is best described as "landmine" and so the Federal Reserve rides to the rescue with its thesaurus. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Interviewing Bilal Hafeez: Three Red Lines, One Recession [Ep. 156, Eurodollar University] 156 156 Interviewing Bilal Hafeez: Three Red Lines, One Recession [Ep. 156, Eurodollar University] full dbf6d21d-9cbc-40e3-a744-02c56ffb2998 https://share.transistor.fm/s/22c52cc6 China has cross three red lines - what are they?  Inflation is roaring red hot - why and will it last?  Next year is shaping up as a prime candidate for Recession 2022 - who believes that?


----------WHO----------
Bilal Hafeez is the Founder and CEO of Macro Hive – a leading independent research firm. Prior to Macro Hive, Bilal was Global Head of International Fixed Income Strategy at Nomura between 2016 and 2019. Before that Bilal held various senior roles at Deutsche Bank between 2002 and 2015 including Head of Multi-Asset Research, Advisor to the CEO, Head of Asia Research in Singapore and Global Head of Foreign Exchange Research. Bilal started his career at J.P. Morgan in 1998. During his sell-side career, Bilal was rated #1 market strategist by Euromoney and Institutional Investor for most years between 2004 and 2013. He also pioneered FX investment and smart beta benchmarks. Academically, Bilal was an Honorary Visiting Professor of Finance at Cass Business School. He studied Economics at St Johns College, Cambridge. Bilal lives with wife, two children, seven cats, four chickens, a beehive and one dog.

Also, Jeff Snider of head of global research for Alhambra Investments. And Emil Kalinowski, master of ceremonies.


----------WHERE----------
Bilal's Twitter: https://twitter.com/bilalhafeez123
Bilal's Website: https://macrohive.com/

Jeff's Twitter: https://twitter.com/JeffSnider_AIP
Jeff's Website: https://alhambrapartners.com/author/jsnider/

Emil's Twitter: https://twitter.com/EmilKalinowski
Emil's Website: https://www.eurodollarenterprises.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> China has cross three red lines - what are they?  Inflation is roaring red hot - why and will it last?  Next year is shaping up as a prime candidate for Recession 2022 - who believes that?


----------WHO----------
Bilal Hafeez is the Founder and CEO of Macro Hive – a leading independent research firm. Prior to Macro Hive, Bilal was Global Head of International Fixed Income Strategy at Nomura between 2016 and 2019. Before that Bilal held various senior roles at Deutsche Bank between 2002 and 2015 including Head of Multi-Asset Research, Advisor to the CEO, Head of Asia Research in Singapore and Global Head of Foreign Exchange Research. Bilal started his career at J.P. Morgan in 1998. During his sell-side career, Bilal was rated #1 market strategist by Euromoney and Institutional Investor for most years between 2004 and 2013. He also pioneered FX investment and smart beta benchmarks. Academically, Bilal was an Honorary Visiting Professor of Finance at Cass Business School. He studied Economics at St Johns College, Cambridge. Bilal lives with wife, two children, seven cats, four chickens, a beehive and one dog.

Also, Jeff Snider of head of global research for Alhambra Investments. And Emil Kalinowski, master of ceremonies.


----------WHERE----------
Bilal's Twitter: https://twitter.com/bilalhafeez123
Bilal's Website: https://macrohive.com/

Jeff's Twitter: https://twitter.com/JeffSnider_AIP
Jeff's Website: https://alhambrapartners.com/author/jsnider/

Emil's Twitter: https://twitter.com/EmilKalinowski
Emil's Website: https://www.eurodollarenterprises.com/


---------HEAR IT----------
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Apple: https://apple.co/3czMcWN
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AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Sat, 13 Nov 2021 06:00:00 -0500 Jeff Snider Jeff Snider 2860 China has cross three red lines - what are they? Inflation is roaring red hot - why and will it last? Next year is shaping up as a prime candidate for Recession 2022 - who believes that? China has cross three red lines - what are they? Inflation is roaring red hot - why and will it last? Next year is shaping up as a prime candidate for Recession 2022 - who believes that? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: Cliffhanger - Unemployment Benefits [Ep. 155, Macropiece Theater] 155 155 Reading Jeff Snider: Cliffhanger - Unemployment Benefits [Ep. 155, Macropiece Theater] full c7dc6fef-ab47-408e-bf08-cbe7afe4f81f https://share.transistor.fm/s/f64ef504 Pandemic Unemployment Assistance benefits in the United States eliminated eight million income streams in September 2021. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
The Wile E. Powell Inflation: Are We Really Just Going To Ignore The Cliff?: https://bit.ly/3H68ejJ


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Pandemic Unemployment Assistance benefits in the United States eliminated eight million income streams in September 2021. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
The Wile E. Powell Inflation: Are We Really Just Going To Ignore The Cliff?: https://bit.ly/3H68ejJ


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Fri, 12 Nov 2021 07:00:00 -0500 Jeff Snider Jeff Snider 480 Pandemic Unemployment Assistance benefits in the United States eliminated eight million income streams in September 2021. A reading, by Emil Kalinowski. Pandemic Unemployment Assistance benefits in the United States eliminated eight million income streams in September 2021. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading the FRBNY: International QE and No Inflation [Ep. 154, Macropiece Theater] 154 154 Reading the FRBNY: International QE and No Inflation [Ep. 154, Macropiece Theater] full 464f9413-5861-4fa3-9f70-e0c7f840ee58 https://share.transistor.fm/s/eb2f504f Does rapid central bank money creation resulting from large-scale purchases of government securities fuel inflation? A review of the experience in Britain, Europe and Japan.  A reading, by Emil Kalinowski.


----------WHO----------
Gianluca Benigno, assistant vice president and head of international research in the Federal Reserve Bank of New York’s Research and Statistics Group with Paolo Pesenti, senior vice president and policy lead on monetary policy in the Bank’s Research and Statistics Group. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
The International Experience of Central Bank Asset Purchases and Inflation: https://nyfed.org/306zCx0


----------WHERE----------
Liberty Street Economics Blog: https://libertystreeteconomics.newyorkfed.org/
Liberty Street Economics Twitter: https://twitter.com/libertystecon


Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Does rapid central bank money creation resulting from large-scale purchases of government securities fuel inflation? A review of the experience in Britain, Europe and Japan.  A reading, by Emil Kalinowski.


----------WHO----------
Gianluca Benigno, assistant vice president and head of international research in the Federal Reserve Bank of New York’s Research and Statistics Group with Paolo Pesenti, senior vice president and policy lead on monetary policy in the Bank’s Research and Statistics Group. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
The International Experience of Central Bank Asset Purchases and Inflation: https://nyfed.org/306zCx0


----------WHERE----------
Liberty Street Economics Blog: https://libertystreeteconomics.newyorkfed.org/
Liberty Street Economics Twitter: https://twitter.com/libertystecon


Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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iHeart: https://ihr.fm/31jq7cI
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AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Thu, 11 Nov 2021 07:00:00 -0500 Jeff Snider Jeff Snider 1380 Does rapid central bank money creation resulting from large-scale purchases of government securities fuel inflation? A reading, by Emil Kalinowski. Does rapid central bank money creation resulting from large-scale purchases of government securities fuel inflation? A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Adam Smith: Money and Labor, the Nominal and Real Price of Everything [Ep. 153, Macropiece Theater] 153 153 Reading Adam Smith: Money and Labor, the Nominal and Real Price of Everything [Ep. 153, Macropiece Theater] full cdf43406-000e-46cb-b031-deae7c2424ff https://share.transistor.fm/s/aba5931e From Book I (Productive Powers Of Labour), Chapter V (Of The Real And Nominal Price Of Commodities, Or Of Their Price In Labour, And Their Price In Money). A reading, by Emil Kalinowski.


----------WHO----------
Adam Smith, the Scottish economist, philosopher, pioneer of political economy and a key figure of the Scottish Enlightenment. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
An Inquiry into the Nature and Causes of the Wealth of Nations: https://www.gutenberg.org/cache/epub/3300/pg3300-images.html


----------WHERE----------
Stanford's Encyclopedia of Philosophy entry on Smith: https://plato.stanford.edu/entries/smith-moral-political/

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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Podchaser: https://bit.ly/3oFCrwN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> From Book I (Productive Powers Of Labour), Chapter V (Of The Real And Nominal Price Of Commodities, Or Of Their Price In Labour, And Their Price In Money). A reading, by Emil Kalinowski.


----------WHO----------
Adam Smith, the Scottish economist, philosopher, pioneer of political economy and a key figure of the Scottish Enlightenment. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
An Inquiry into the Nature and Causes of the Wealth of Nations: https://www.gutenberg.org/cache/epub/3300/pg3300-images.html


----------WHERE----------
Stanford's Encyclopedia of Philosophy entry on Smith: https://plato.stanford.edu/entries/smith-moral-political/

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
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Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
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Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
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Podchaser: https://bit.ly/3oFCrwN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Wed, 10 Nov 2021 07:00:00 -0500 Jeff Snider Jeff Snider 780 From Book I (Productive Powers Of Labour), Chapter V (Of The Real And Nominal Price Of Commodities, Or Of Their Price In Labour, And Their Price In Money). A reading, by Emil Kalinowski. From Book I (Productive Powers Of Labour), Chapter V (Of The Real And Nominal Price Of Commodities, Or Of Their Price In Labour, And Their Price In Money). A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jean-Paul Sartre: The Nature of Money [Ep. 152, Macropiece Theater] 152 152 Reading Jean-Paul Sartre: The Nature of Money [Ep. 152, Macropiece Theater] full 7c62534e-ecb0-4bd8-bb4c-d7349d80e018 https://share.transistor.fm/s/1fc19317 From Being & Nothingness, Part Four (Having, Doing and Being), Chapter Two (Doing and Having), Part II ("Doing" and "Having" Possession). A reading, by Emil Kalinowski.


----------WHO----------
Jean-Paul Charles Aymard Sartre, the French philosopher, playwright, novelist, screenwriter, political activist, biographer and literary critic. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Being and Nothingness: An Essay on Phenomenological Ontology


----------WHERE----------
Stanford's Encyclopedia of Philosophy entry on Sartre: https://plato.stanford.edu/entries/sartre/

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
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Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
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Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> From Being & Nothingness, Part Four (Having, Doing and Being), Chapter Two (Doing and Having), Part II ("Doing" and "Having" Possession). A reading, by Emil Kalinowski.


----------WHO----------
Jean-Paul Charles Aymard Sartre, the French philosopher, playwright, novelist, screenwriter, political activist, biographer and literary critic. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Being and Nothingness: An Essay on Phenomenological Ontology


----------WHERE----------
Stanford's Encyclopedia of Philosophy entry on Sartre: https://plato.stanford.edu/entries/sartre/

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
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Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Tue, 09 Nov 2021 07:00:00 -0500 Jeff Snider Jeff Snider 540 From Being & Nothingness, Part Four (Having, Doing and Being), Chapter Two (Doing and Having), Part II ("Doing" and "Having" Possession). A reading, by Emil Kalinowski. From Being & Nothingness, Part Four (Having, Doing and Being), Chapter Two (Doing and Having), Part II ("Doing" and "Having" Possession). A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Perry Mehrling: Where’s My Swap Line? [Ep. 151, Macropiece Theater] 151 151 Reading Perry Mehrling: Where’s My Swap Line? [Ep. 151, Macropiece Theater] full 9735c430-75c9-4d2d-af39-53363c5b2e84 https://share.transistor.fm/s/22543993 The past two decades have seen the construction of a tiered system of international liquidity provision, the first tier including those whose credit is sufficient for a swap line, the second tier including those who can offer acceptable collateral, and the third tier including everyone else. It is a global dollar system, with the Fed operating de facto as the global central bank providing international lender of last resort support to the system. It is a system created not so much by conscious design, but rather as a pragmatic response to crisis, bit by bit over time. A reading, by Emil Kalinowski.


----------WHO----------
Perry Mehrling is a Professor of International Political Economy at the Pardee School of Global Studies, Boston University, where he teaches courses on the economics of money and banking, the history of money and finance and international money. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
A Money View of International Lender of Last Resort: https://bit.ly/3Ezqikv


----------WHERE----------
Perry's Website: https://sites.bu.edu/perry/
Perry's Twitter: https://twitter.com/PMehrling
Perry's Coursera Course: https://bit.ly/31GRHiF

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
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iHeart: https://ihr.fm/31jq7cI
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Google: https://bit.ly/3e2Z48M
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Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
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SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


-----EURODOLLAR 101-----
• @CatherineSchenk: https://bit.ly/3fFLMix
• @JeffSnider_AIP: https://bit.ly/3ATBzdW
• @BankOfEngland: https://bit.ly/30Hsx3G
• @ResearchGate: https://bit.ly/3thkJm9
• @ysi_commons: https://bit.ly/3pH4V95
• @MacroVoices: https://bit.ly/3fX9fw4
• @BundesBank: https://bit.ly/34tKsfc
• @ICMAgroup: https://bit.ly/2VAPnYb
• @PMehrling: https://bit.ly/31GRHiF
• @CSissoko: https://bit.ly/3iFpoas
• @BIS_org: https://bit.ly/2ZxIzzc

]]> The past two decades have seen the construction of a tiered system of international liquidity provision, the first tier including those whose credit is sufficient for a swap line, the second tier including those who can offer acceptable collateral, and the third tier including everyone else. It is a global dollar system, with the Fed operating de facto as the global central bank providing international lender of last resort support to the system. It is a system created not so much by conscious design, but rather as a pragmatic response to crisis, bit by bit over time. A reading, by Emil Kalinowski.


----------WHO----------
Perry Mehrling is a Professor of International Political Economy at the Pardee School of Global Studies, Boston University, where he teaches courses on the economics of money and banking, the history of money and finance and international money. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
A Money View of International Lender of Last Resort: https://bit.ly/3Ezqikv


----------WHERE----------
Perry's Website: https://sites.bu.edu/perry/
Perry's Twitter: https://twitter.com/PMehrling
Perry's Coursera Course: https://bit.ly/31GRHiF

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
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Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: 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 101-----
• @CatherineSchenk: https://bit.ly/3fFLMix
• @JeffSnider_AIP: https://bit.ly/3ATBzdW
• @BankOfEngland: https://bit.ly/30Hsx3G
• @ResearchGate: https://bit.ly/3thkJm9
• @ysi_commons: https://bit.ly/3pH4V95
• @MacroVoices: https://bit.ly/3fX9fw4
• @BundesBank: https://bit.ly/34tKsfc
• @ICMAgroup: https://bit.ly/2VAPnYb
• @PMehrling: https://bit.ly/31GRHiF
• @CSissoko: https://bit.ly/3iFpoas
• @BIS_org: https://bit.ly/2ZxIzzc

]]> Mon, 08 Nov 2021 07:00:00 -0500 Jeff Snider Jeff Snider 2400 The Fed is the de facto international lender of last resort, a result not so much by conscious design, but rather pragmatic response to crisis. A reading, by Emil Kalinowski. The Fed is the de facto international lender of last resort, a result not so much by conscious design, but rather pragmatic response to crisis. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Bonds, the Inflation and the CPI [Eurodollar University, Ep. 150] 150 150 The Bonds, the Inflation and the CPI [Eurodollar University, Ep. 150] full 1094e271-7afb-47a8-928d-becfc9b958c0 https://share.transistor.fm/s/fa668fd8 PART 01: An early-1950s US consumer buying-binge sent the Consumer Price Index soaring. Inflation!? No. It was a transitory supply/demand imbalance brought on by (geo)political factors. The bond market knew it and didn't overreact. And what about the Federal Reserve? They overreacted.

PART 02: We review the 1950s, 1960s, 1970s, 2000s and 2010s to study how bond yields reacted to persistent and pervasive monetary expansion, stagnation and contraction as well as how bond markets handled transitory consumer price shocks due to supply/demand imbalances.

PART 03: What kind of foreign assets do you own PBOC?  Well, we are adding a lot of "other" right now.  "Other"?  Yes, "other".  What is that?  Don't worry about it.  What do you mean, 'Don't worry about it.'?  Just know that we're adding it, whatever it is - it's good.


---------SPONSOR----------
Macropiece Theater with Emil Kalinowski reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from George Friedman, Lyn Alden, Daniel Oliver, Michael Pettis, the Bank for International Settlements and yes, even Karl Marx.


-----SEE EPISODE 150------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 150----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 150 REFERENCES---
The Federal Reserve's Policy Deficit Has Always Been About Money: https://bit.ly/3bJsxFg
Do Bonds Accurately Price Inflation? Since Before Any of Us Were Born: https://bit.ly/3ENEYfY
China's Central Bank Condition Has Consistently Told You Everything About Global (not) Inflation: https://bit.ly/2ZWb35Q
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins . Podcast intro/outro is "Electro Animal" by Oh the City found at Epidemic Sound.

]]> PART 01: An early-1950s US consumer buying-binge sent the Consumer Price Index soaring. Inflation!? No. It was a transitory supply/demand imbalance brought on by (geo)political factors. The bond market knew it and didn't overreact. And what about the Federal Reserve? They overreacted.

PART 02: We review the 1950s, 1960s, 1970s, 2000s and 2010s to study how bond yields reacted to persistent and pervasive monetary expansion, stagnation and contraction as well as how bond markets handled transitory consumer price shocks due to supply/demand imbalances.

PART 03: What kind of foreign assets do you own PBOC?  Well, we are adding a lot of "other" right now.  "Other"?  Yes, "other".  What is that?  Don't worry about it.  What do you mean, 'Don't worry about it.'?  Just know that we're adding it, whatever it is - it's good.


---------SPONSOR----------
Macropiece Theater with Emil Kalinowski reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from George Friedman, Lyn Alden, Daniel Oliver, Michael Pettis, the Bank for International Settlements and yes, even Karl Marx.


-----SEE EPISODE 150------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 150----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 150 REFERENCES---
The Federal Reserve's Policy Deficit Has Always Been About Money: https://bit.ly/3bJsxFg
Do Bonds Accurately Price Inflation? Since Before Any of Us Were Born: https://bit.ly/3ENEYfY
China's Central Bank Condition Has Consistently Told You Everything About Global (not) Inflation: https://bit.ly/2ZWb35Q
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins . Podcast intro/outro is "Electro Animal" by Oh the City found at Epidemic Sound.

]]> Sun, 07 Nov 2021 10:00:00 -0500 Jeff Snider Jeff Snider 4383 It's a Mexican standoff between bonds, inflation and consumer prices. We review the 1950s, 60s, 70s, 2000s and 10s for insight into how the shootout will resolve. Also, the PBOC is reporting a rise in "Foreign Assets: Other" - that's bad news... for everyone. It's a Mexican standoff between bonds, inflation and consumer prices. We review the 1950s, 60s, 70s, 2000s and 10s for insight into how the shootout will resolve. Also, the PBOC is reporting a rise in "Foreign Assets: Other" - that's bad news... for every Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Lyn Alden: A Resurgence in Value [Ep. 149, Macropiece Theater] 149 149 Reading Lyn Alden: A Resurgence in Value [Ep. 149, Macropiece Theater] full 9304e2ed-3e7f-422b-9d88-5f3d71c9b3f4 https://share.transistor.fm/s/bd83bc76 Lyn Alden's October newsletter focuses on value stocks compared to growth stocks and makes an argument for at least a mild resurgence of value performance. A reading, by Emil Kalinowski.


----------WHO----------
Lyn Alden of Lyn Alden Investment Strategy. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
A Resurgence in Value: https://bit.ly/3Cy3QHC


----------WHERE----------
Lyn's Website: https://www.lynalden.com/
Lyn's Twitter: https://twitter.com/LynAldenContact

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Lyn Alden's October newsletter focuses on value stocks compared to growth stocks and makes an argument for at least a mild resurgence of value performance. A reading, by Emil Kalinowski.


----------WHO----------
Lyn Alden of Lyn Alden Investment Strategy. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
A Resurgence in Value: https://bit.ly/3Cy3QHC


----------WHERE----------
Lyn's Website: https://www.lynalden.com/
Lyn's Twitter: https://twitter.com/LynAldenContact

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Sat, 06 Nov 2021 07:00:00 -0400 Jeff Snider Jeff Snider 1560 Lyn Alden's October newsletter focuses on value stocks compared to growth stocks and makes an argument for at least a mild resurgence of value performance. A reading, by Emil Kalinowski. Lyn Alden's October newsletter focuses on value stocks compared to growth stocks and makes an argument for at least a mild resurgence of value performance. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading George Friedman: Sketching a 2022 Forecast [Ep. 148, Macropiece Theater] 148 148 Reading George Friedman: Sketching a 2022 Forecast [Ep. 148, Macropiece Theater] full fd698f96-a0d8-480e-b30e-04354d6ab895 https://share.transistor.fm/s/ecf24041 George Friedman begins to look ahead at ideas and geographies that will and will not matter in the year 2022: Covid, China, Russia, Europe, the Middle East, the United States and even the Caribbean. A reading, by Emil Kalinowski.


----------WHO----------
George Friedman of Geopolitical Futures. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Forecasting Time: https://bit.ly/3pNMxPf


----------WHERE----------
George Friedman's Writings: https://bit.ly/3gUl7ms
George Friedman's Twitter: https://twitter.com/George_Friedman

Geopolitical Futures: https://geopoliticalfutures.com/
Geopolitical Futures Twitter: https://twitter.com/gpfutures

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> George Friedman begins to look ahead at ideas and geographies that will and will not matter in the year 2022: Covid, China, Russia, Europe, the Middle East, the United States and even the Caribbean. A reading, by Emil Kalinowski.


----------WHO----------
George Friedman of Geopolitical Futures. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Forecasting Time: https://bit.ly/3pNMxPf


----------WHERE----------
George Friedman's Writings: https://bit.ly/3gUl7ms
George Friedman's Twitter: https://twitter.com/George_Friedman

Geopolitical Futures: https://geopoliticalfutures.com/
Geopolitical Futures Twitter: https://twitter.com/gpfutures

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Fri, 05 Nov 2021 07:00:00 -0400 Jeff Snider Jeff Snider 660 George Friedman begins to look ahead at ideas and geographies that will and will not matter in the year 2022. A reading, by Emil Kalinowski. George Friedman begins to look ahead at ideas and geographies that will and will not matter in the year 2022. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: When Nobody's Looking, Past Economic Activity is Revised Downward [Ep. 147, Macropiece Theater] 147 147 Reading Jeff Snider: When Nobody's Looking, Past Economic Activity is Revised Downward [Ep. 147, Macropiece Theater] full bba30ce4-dd24-4910-9fe4-fbc25d5414bb https://share.transistor.fm/s/ff530f04 The September 2021 reading for America's new orders of durable goods shows stagnation / stalling. It is likely much worse but we won't know it for several years, not until the benchmark revisions are performed. We've seen this before, in 2018. And 2014. And 2012. Don't be surprised this time. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
The Enormously Important Reasons To Revisit The Revisions Already Several Times Revisited: https://bit.ly/3jSDbhq


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> The September 2021 reading for America's new orders of durable goods shows stagnation / stalling. It is likely much worse but we won't know it for several years, not until the benchmark revisions are performed. We've seen this before, in 2018. And 2014. And 2012. Don't be surprised this time. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
The Enormously Important Reasons To Revisit The Revisions Already Several Times Revisited: https://bit.ly/3jSDbhq


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: 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, 04 Nov 2021 07:00:00 -0400 Jeff Snider Jeff Snider 900 The September 2021 reading for America's new orders of durable goods shows stagnation / stalling. We've seen this before, in 2018. And 2014. And 2012. A reading, by Emil Kalinowski. The September 2021 reading for America's new orders of durable goods shows stagnation / stalling. We've seen this before, in 2018. And 2014. And 2012. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: US GDP Q3 2021 [Ep. 146, Macropiece Theater] 146 146 Reading Jeff Snider: US GDP Q3 2021 [Ep. 146, Macropiece Theater] full d4110d7d-b513-4253-b445-7df9b578adb3 https://share.transistor.fm/s/40d362c1 The United States' third quarter is in the books - how did the economy do? A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
GDP Red Flag: https://bit.ly/2ZIBbBD


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> The United States' third quarter is in the books - how did the economy do? A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
GDP Red Flag: https://bit.ly/2ZIBbBD


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Wed, 03 Nov 2021 07:00:00 -0400 Jeff Snider Jeff Snider 540 The United States' third quarter is in the books - how did the economy do? A reading, by Emil Kalinowski. The United States' third quarter is in the books - how did the economy do? A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: Bond Markets Betting on Dis- & De- not In-flation [Ep. 145, Macropiece Theater] 145 145 Reading Jeff Snider: Bond Markets Betting on Dis- & De- not In-flation [Ep. 145, Macropiece Theater] full 5854de8a-0c9c-43f8-ab90-5cb80b85490a https://share.transistor.fm/s/d614f9da How can anyone say there’s a dollar shortage and dramatically rising deflationary potential right now? Easy, actually. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Short Run TIPS, LT Flat, Basically Awful Real(ity): https://bit.ly/3bu4Y38


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> How can anyone say there’s a dollar shortage and dramatically rising deflationary potential right now? Easy, actually. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
Short Run TIPS, LT Flat, Basically Awful Real(ity): https://bit.ly/3bu4Y38


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Tue, 02 Nov 2021 07:00:00 -0400 Jeff Snider Jeff Snider 600 How can anyone say there’s a dollar shortage and dramatically rising deflationary potential right now? A reading, by Emil Kalinowski. How can anyone say there’s a dollar shortage and dramatically rising deflationary potential right now? A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Velina Tchakarova: The Quad Summit amid the Bifurcation of the Global System [Ep. 144, Macropiece Theater] 144 144 Reading Velina Tchakarova: The Quad Summit amid the Bifurcation of the Global System [Ep. 144, Macropiece Theater] full 0c50a564-d9a7-4f0b-bca1-c9939d58dac3 https://share.transistor.fm/s/6034c5e0 In September the leaders of Australia, India, Japan and the United States met to discuss, among other things, how to counter-balance the growing power of China in the Indo-Pacific. A reading, by Emil Kalinowski.


----------WHO----------
Velina Tchakarova is Director of the Austrian Institute for European and Security Policy in Vienna. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
The Quad Summit amid the Bifurcation of the Global System: https://bit.ly/3GuImOg


----------WHERE----------
Velina's Medium Blog: https://medium.com/@vtchakarova
Velina's Website: https://www.velinatchakarova.com/
Velina's Twitter: https://twitter.com/vtchakarova

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> In September the leaders of Australia, India, Japan and the United States met to discuss, among other things, how to counter-balance the growing power of China in the Indo-Pacific. A reading, by Emil Kalinowski.


----------WHO----------
Velina Tchakarova is Director of the Austrian Institute for European and Security Policy in Vienna. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
The Quad Summit amid the Bifurcation of the Global System: https://bit.ly/3GuImOg


----------WHERE----------
Velina's Medium Blog: https://medium.com/@vtchakarova
Velina's Website: https://www.velinatchakarova.com/
Velina's Twitter: https://twitter.com/vtchakarova

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Mon, 01 Nov 2021 07:00:00 -0400 Jeff Snider Jeff Snider 840 In September the leaders of Australia, India, Japan and the United States met to discuss, among other things, how to counter-balance the growing power of China in the Indo-Pacific. A reading, by Emil Kalinowski. In September the leaders of Australia, India, Japan and the United States met to discuss, among other things, how to counter-balance the growing power of China in the Indo-Pacific. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading JP Koning: MasterCard - Adult Content Gatekeeper? [Ep. 143, Macropiece Theater] 143 143 Reading JP Koning: MasterCard - Adult Content Gatekeeper? [Ep. 143, Macropiece Theater] full 5dad389d-6ab8-4eb5-b2e3-e07692b32f1e https://share.transistor.fm/s/d902a4b9 Mastercard is compelling adult content providers to know their customer... and their content. If not, access will be withheld to payment processing. But Mastercard is an oligopolist, its censorship affects everyone. Is that proper? A reading, by Emil Kalinowski.


----------WHO----------
John Paul Koning believes thinking about money is more interesting than making money. He writes about monetary economics, economic history, finance, and fintech at his his Moneyness blog as well as for the Sound Money Project, Breaker, Coindesk, and Bullionstar. Koning also designs economics and financial wallcharts at Financial Graph & Art. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
MasterCard as censor: https://bit.ly/3nxXphK


----------WHERE----------
Koning's Blog: http://jpkoning.blogspot.com/
Koning's Twitter: https://twitter.com/jp_koning

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Mastercard is compelling adult content providers to know their customer... and their content. If not, access will be withheld to payment processing. But Mastercard is an oligopolist, its censorship affects everyone. Is that proper? A reading, by Emil Kalinowski.


----------WHO----------
John Paul Koning believes thinking about money is more interesting than making money. He writes about monetary economics, economic history, finance, and fintech at his his Moneyness blog as well as for the Sound Money Project, Breaker, Coindesk, and Bullionstar. Koning also designs economics and financial wallcharts at Financial Graph & Art. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
MasterCard as censor: https://bit.ly/3nxXphK


----------WHERE----------
Koning's Blog: http://jpkoning.blogspot.com/
Koning's Twitter: https://twitter.com/jp_koning

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Sun, 31 Oct 2021 10:39:00 -0400 Jeff Snider Jeff Snider 840 Mastercard is compelling adult content providers to know their customer... and their content. Mastercard is an oligopolist, its censorship affects everyone. Is that proper? A reading, by Emil Kalinowski. Mastercard is compelling adult content providers to know their customer... and their content. Mastercard is an oligopolist, its censorship affects everyone. Is that proper? A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Nicholas Humphrey: Bugs & Beasts Before the Law [Ep. 142, Macropiece Theater] 142 142 Reading Nicholas Humphrey: Bugs & Beasts Before the Law [Ep. 142, Macropiece Theater] full dfd9027a-de91-49d9-bc5a-87ea4c49b222 https://share.transistor.fm/s/00cdbefb Medieval Europeans put animals on trial for various misdemeanors and felonies: murderous pigs sent to the gallows, sparrows prosecuted for chattering in church, a gang of thieving rats let off on a wholly technical acquittal. It was an act of rebellion against Chaos, an attempt to restrain the capricious Universe under human order. Is modern society more sophisticated? Or do we too attempt to assign order to Chaos when we mislabel it as "conspiracy" or "(in)competence"? A reading, by Emil Kalinowski.


----------WHO----------
Nicholas Humphrey a theoretical psychologist, based in Cambridge, who is known for his work on the evolution of human intelligence and consciousness. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound. 


----------WHAT----------
Bugs and Beasts Before the Law: https://bit.ly/3mooZyq


----------WHERE----------
Humphrey's Website: https://www.humphrey.org.uk/
Humphrey's Twitter: https://twitter.com/humphren


Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Medieval Europeans put animals on trial for various misdemeanors and felonies: murderous pigs sent to the gallows, sparrows prosecuted for chattering in church, a gang of thieving rats let off on a wholly technical acquittal. It was an act of rebellion against Chaos, an attempt to restrain the capricious Universe under human order. Is modern society more sophisticated? Or do we too attempt to assign order to Chaos when we mislabel it as "conspiracy" or "(in)competence"? A reading, by Emil Kalinowski.


----------WHO----------
Nicholas Humphrey a theoretical psychologist, based in Cambridge, who is known for his work on the evolution of human intelligence and consciousness. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound. 


----------WHAT----------
Bugs and Beasts Before the Law: https://bit.ly/3mooZyq


----------WHERE----------
Humphrey's Website: https://www.humphrey.org.uk/
Humphrey's Twitter: https://twitter.com/humphren


Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Sat, 30 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 1200 Medieval Europeans put animals on trial for various misdemeanors and felonies. It was an act of rebellion against Chaos, an attempt to restrain the capricious Universe under human order. Is modern society more sophisticated? A reading, by Emil Kalinowski. Medieval Europeans put animals on trial for various misdemeanors and felonies. It was an act of rebellion against Chaos, an attempt to restrain the capricious Universe under human order. Is modern society more sophisticated? A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: A Goods Supply SURPLUS!? Not a Shortage [Ep. 141, Macropiece Theater] 141 141 Reading Jeff Snider: A Goods Supply SURPLUS!? Not a Shortage [Ep. 141, Macropiece Theater] full c6a4366d-1714-46ec-8ae6-3060f4af1c3c https://share.transistor.fm/s/653019f2 There is a goods shortage on the store shelf, yes. But that does not mean there is a goods shortage - instead it is a warehousing and logistics problem. In fact, we may be facing a surplus of goods that's about to wash over the economy. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
What *Seems* Inflation Now Is Something Else Entirely: https://bit.ly/2Zu7CmH


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> There is a goods shortage on the store shelf, yes. But that does not mean there is a goods shortage - instead it is a warehousing and logistics problem. In fact, we may be facing a surplus of goods that's about to wash over the economy. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
What *Seems* Inflation Now Is Something Else Entirely: https://bit.ly/2Zu7CmH


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Fri, 29 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 780 There is a goods shortage on the store shelf, yes. But that does not mean there is a goods shortage - instead it is a warehousing and logistics problem. A reading, by Emil Kalinowski. There is a goods shortage on the store shelf, yes. But that does not mean there is a goods shortage - instead it is a warehousing and logistics problem. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: Bonds Know What Inflation Is and Is Not [Ep. 140, Macropiece Theater] 140 140 Reading Jeff Snider: Bonds Know What Inflation Is and Is Not [Ep. 140, Macropiece Theater] full f27c1ae5-4b49-4183-a5be-c4663dee2d79 https://share.transistor.fm/s/a9c70615 The US Treasury bond market has been correctly anticipating inflation, disinflation, deflation as well as transitory, non-money-related increases in consumer prices for decades. Decades. Maybe we should listen to them? A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Lepiten Falls" by Ooyy at Epidemic Sound.


----------WHAT----------
Do Bonds Accurately Price Inflation? Since Before Any of Us Were Born: https://bit.ly/3vNEG5v
Whose Inflation Expectations Best Predict Inflation?: https://bit.ly/3mlCrTy


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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iHeart: https://ihr.fm/31jq7cI
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Spotify: https://spoti.fi/3arP8mY
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Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> The US Treasury bond market has been correctly anticipating inflation, disinflation, deflation as well as transitory, non-money-related increases in consumer prices for decades. Decades. Maybe we should listen to them? A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Lepiten Falls" by Ooyy at Epidemic Sound.


----------WHAT----------
Do Bonds Accurately Price Inflation? Since Before Any of Us Were Born: https://bit.ly/3vNEG5v
Whose Inflation Expectations Best Predict Inflation?: https://bit.ly/3mlCrTy


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
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Castbox: https://bit.ly/3fJR5xQ
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Stitcher: https://bit.ly/2C1M1GB
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SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Thu, 28 Oct 2021 07:21:32 -0400 Jeff Snider Jeff Snider 1080 Treasuries have been anticipating inflation, disinflation, deflation as well as transitory, non-money-related increases in consumer prices for decades. A reading, by Emil Kalinowski. Treasuries have been anticipating inflation, disinflation, deflation as well as transitory, non-money-related increases in consumer prices for decades. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: Why Do We Think Inflation Expectations Matter? [Ep. 139, Macropiece Theater] 139 139 Reading Jeff Snider: Why Do We Think Inflation Expectations Matter? [Ep. 139, Macropiece Theater] full 6d4a5294-956e-4fd4-9bc3-d272c6acee4a https://share.transistor.fm/s/9e0f1fee Federal Reserve economist Jeremy Rudd's paper savages the use of inflation expectations in monetary econometrics. He lambasts the profession for producing "minimal direct evidence" and the "next-to-no-examination of alternatives". A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Maverick" by Ooyy at Epidemic Sound.


----------WHAT----------
The Asymmetry of Ineffective and Worthless QE: https://bit.ly/2XOLx1Q
Why Do We Think That Inflation Expectations Matter for Inflation? (And Should We?): https://bit.ly/3CnvSpf


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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Castbox: https://bit.ly/3fJR5xQ
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Stitcher: https://bit.ly/2C1M1GB
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Podchaser: https://bit.ly/3oFCrwN
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SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Federal Reserve economist Jeremy Rudd's paper savages the use of inflation expectations in monetary econometrics. He lambasts the profession for producing "minimal direct evidence" and the "next-to-no-examination of alternatives". A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Maverick" by Ooyy at Epidemic Sound.


----------WHAT----------
The Asymmetry of Ineffective and Worthless QE: https://bit.ly/2XOLx1Q
Why Do We Think That Inflation Expectations Matter for Inflation? (And Should We?): https://bit.ly/3CnvSpf


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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Google: https://bit.ly/3e2Z48M
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Spotify: https://spoti.fi/3arP8mY
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Podbean: https://bit.ly/2QpaDgh
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Podchaser: https://bit.ly/3oFCrwN
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SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Wed, 27 Oct 2021 08:25:30 -0400 Jeff Snider Jeff Snider 1260 Federal Reserve economist Jeremy Rudd's paper savages the use of inflation expectations in monetary econometrics. A reading, by Emil Kalinowski. Federal Reserve economist Jeremy Rudd's paper savages the use of inflation expectations in monetary econometrics. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: 1970s Inflation vs. 2020s Price Increases [Ep. 138, Macropiece Theater] 138 138 Reading Jeff Snider: 1970s Inflation vs. 2020s Price Increases [Ep. 138, Macropiece Theater] full e9066ca7-55e6-48a4-9f20-9e02a773a65e https://share.transistor.fm/s/dbf15ddf Time travel to the early 1970s where we hear the Nixon Tapes, read memorandums, and study Congressional testimony to understand what the Federal Reserve knew, and when they knew it. Turns out they didn't know "money" then and they still don't today. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.


----------WHAT----------
The Power of Money Lurks in the Shadows: https://bit.ly/30EPSFP


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
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Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Time travel to the early 1970s where we hear the Nixon Tapes, read memorandums, and study Congressional testimony to understand what the Federal Reserve knew, and when they knew it. Turns out they didn't know "money" then and they still don't today. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.


----------WHAT----------
The Power of Money Lurks in the Shadows: https://bit.ly/30EPSFP


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Tue, 26 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 1260 Time travel to the early 1970s where we hear the Nixon Tapes, read memorandums, and study Congressional testimony. Turns out they didn't know "money" then and they still don't today. A reading, by Emil Kalinowski. Time travel to the early 1970s where we hear the Nixon Tapes, read memorandums, and study Congressional testimony. Turns out they didn't know "money" then and they still don't today. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Schopenhauer: Wealth, Poverty, the Nature of Money [Ep. 137, Macropiece Theater] 137 137 Reading Schopenhauer: Wealth, Poverty, the Nature of Money [Ep. 137, Macropiece Theater] full a7cdad3f-b734-41b4-bdda-8888eddec069 https://share.transistor.fm/s/b7958061 Arthur Schopenhauer, in the essay "The Wisdom of Life", favors individual strength of will and independent, reasoned deliberation over the tendency to act on irrational impulses. In the third chapter he contemplates "property, or what a man has". A reading, by Emil Kalinowski.


----------WHO----------
Arthur Schopenhauer, the German philosopher. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.


----------WHAT----------
The Wisdom of Life: https://bit.ly/3FUiV8M


----------WHERE----------
Schopehauer Twitter: https://twitter.com/artschopenhauer

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
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Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2Pd
PodcastAddict: https://bit.ly/2V39Xjr

]]> Arthur Schopenhauer, in the essay "The Wisdom of Life", favors individual strength of will and independent, reasoned deliberation over the tendency to act on irrational impulses. In the third chapter he contemplates "property, or what a man has". A reading, by Emil Kalinowski.


----------WHO----------
Arthur Schopenhauer, the German philosopher. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.


----------WHAT----------
The Wisdom of Life: https://bit.ly/3FUiV8M


----------WHERE----------
Schopehauer Twitter: https://twitter.com/artschopenhauer

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2Pd
PodcastAddict: https://bit.ly/2V39Xjr

]]> Mon, 25 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 780 Arthur Schopenhauer favors individual strength of will and independent, reasoned deliberation; here, he contemplates "property, or what a man has". A reading, by Emil Kalinowski. Arthur Schopenhauer favors individual strength of will and independent, reasoned deliberation; here, he contemplates "property, or what a man has". A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The 2s/10s Treasury Spread 'Conundrum' [Ep. 136, Eurodollar University] 136 136 The 2s/10s Treasury Spread 'Conundrum' [Ep. 136, Eurodollar University] full 39a3761a-a5d6-40ea-b058-d67be236d552 https://share.transistor.fm/s/e6d943cd PART 01: The 'debate' in the US Congress about the debt 'ceiling' prevented the US Treasury Dept. from issuing UST Bills, the ultimate risk-free asset. This put serious stress on the Chinese currency. Now, with the 'debate' tabled till December, Beijing (and the world) are safe... for now.

PART 02: The US Treasury yield curve IS NOT inverted and, therefore, is not signaling a recession warning. But IT IS warning that the Federal Reserve's reasoning to "taper" its quantitative easing program (i.e. economic recovery/health) is unfounded. We saw this in 2018. And 2014. And 2005.

PART 03: A review of transcripts and recordings from the 1970s reveals that monetary and political authorities were unable to identify the source of inflation (international liquidity creation). The authorities didn't understand money in the 1970s, and they still don't.


---------SPONSOR----------
Macropiece Theater with Alistair Cooke (i.e. Emil Kalinowski) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from George Friedman, Lyn Alden, Daniel Oliver, Michael Pettis, the Bank for International Settlements and yes, even Karl Marx.


-----SEE EPISODE 136------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 136----
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 136 REFERENCES---
While The Fed Chases The Unemployment Rate, TIC’s Eurodollar Deflation Case Is Unusually Unambiguous: https://bit.ly/3G8Rgkr
The Curve Is Missing Something Big: https://bit.ly/3jm0lNa
The Power of Money Lurks In the Shadows: https://bit.ly/30EPSFP
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----------WHO-------------
Jeff Snider, head of global investment research for Alhambra Investments with Emil Kalinowski, Trevor Something listener. Art by David Parkins, coloured-pencil pamphleteer. Show produced by Terence, focused visuals. Podcast intro/outro is "Aurora Borealis" by Chill Cole found at Epidemic Sound.

]]> PART 01: The 'debate' in the US Congress about the debt 'ceiling' prevented the US Treasury Dept. from issuing UST Bills, the ultimate risk-free asset. This put serious stress on the Chinese currency. Now, with the 'debate' tabled till December, Beijing (and the world) are safe... for now.

PART 02: The US Treasury yield curve IS NOT inverted and, therefore, is not signaling a recession warning. But IT IS warning that the Federal Reserve's reasoning to "taper" its quantitative easing program (i.e. economic recovery/health) is unfounded. We saw this in 2018. And 2014. And 2005.

PART 03: A review of transcripts and recordings from the 1970s reveals that monetary and political authorities were unable to identify the source of inflation (international liquidity creation). The authorities didn't understand money in the 1970s, and they still don't.


---------SPONSOR----------
Macropiece Theater with Alistair Cooke (i.e. Emil Kalinowski) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from George Friedman, Lyn Alden, Daniel Oliver, Michael Pettis, the Bank for International Settlements and yes, even Karl Marx.


-----SEE EPISODE 136------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 136----
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PodcastAddict: https://bit.ly/2V39Xjr


----EP. 136 REFERENCES---
While The Fed Chases The Unemployment Rate, TIC’s Eurodollar Deflation Case Is Unusually Unambiguous: https://bit.ly/3G8Rgkr
The Curve Is Missing Something Big: https://bit.ly/3jm0lNa
The Power of Money Lurks In the Shadows: https://bit.ly/30EPSFP
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----------WHO-------------
Jeff Snider, head of global investment research for Alhambra Investments with Emil Kalinowski, Trevor Something listener. Art by David Parkins, coloured-pencil pamphleteer. Show produced by Terence, focused visuals. Podcast intro/outro is "Aurora Borealis" by Chill Cole found at Epidemic Sound.

]]> Sun, 24 Oct 2021 10:00:00 -0400 Jeff Snider Jeff Snider 3840 The US Treasury curve celebrated the 2020-21 global reopening by steepening the spread between the 2- and 10-year yields. But there's no party being thrown for the Fed taper or recent stock market rally. The US Treasury curve celebrated the 2020-21 global reopening by steepening the spread between the 2- and 10-year yields. But there's no party being thrown for the Fed taper or recent stock market rally. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading JP Koning: Crypto Solution to MasterCard/Visa Embargo [Ep. 135, Macropiece Theater] 135 135 Reading JP Koning: Crypto Solution to MasterCard/Visa Embargo [Ep. 135, Macropiece Theater] full 8009290f-30b9-4f58-8628-86b5c302d69c https://share.transistor.fm/s/22ce4db4 Kratom is a legal stimulant but MasterCard and Visa refuse to process payments by kratom vendors. How do vendors work around this embargo? And should these two network oligopolies be allowed to decide which licit products they deal with? A reading, by Emil Kalinowski.


----------WHO----------
John Paul Koning believes thinking about money is more interesting than making money. He writes about monetary economics, economic history, finance, and fintech at his his Moneyness blog as well as for the Sound Money Project, Breaker, Coindesk, and Bullionstar. Koning also designs economics and financial wallcharts at Financial Graph & Art. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.


----------WHAT----------
Embargoed by MasterCard/Visa, kratom vendors turn to crypto and eChecks: https://bit.ly/3AZQylV


----------WHERE----------
Koning's Blog: http://jpkoning.blogspot.com/
Koning's Twitter: https://twitter.com/jp_koning

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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iHeart: https://ihr.fm/31jq7cI
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Podchaser: https://bit.ly/3oFCrwN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2Pd
PodcastAddict: https://bit.ly/2V39Xjr

]]> Kratom is a legal stimulant but MasterCard and Visa refuse to process payments by kratom vendors. How do vendors work around this embargo? And should these two network oligopolies be allowed to decide which licit products they deal with? A reading, by Emil Kalinowski.


----------WHO----------
John Paul Koning believes thinking about money is more interesting than making money. He writes about monetary economics, economic history, finance, and fintech at his his Moneyness blog as well as for the Sound Money Project, Breaker, Coindesk, and Bullionstar. Koning also designs economics and financial wallcharts at Financial Graph & Art. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.


----------WHAT----------
Embargoed by MasterCard/Visa, kratom vendors turn to crypto and eChecks: https://bit.ly/3AZQylV


----------WHERE----------
Koning's Blog: http://jpkoning.blogspot.com/
Koning's Twitter: https://twitter.com/jp_koning

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2Pd
PodcastAddict: https://bit.ly/2V39Xjr

]]> Sat, 23 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 900 Kratom is a legal stimulant but MasterCard and Visa refuse to process payments by kratom vendors. A reading, by Emil Kalinowski. Kratom is a legal stimulant but MasterCard and Visa refuse to process payments by kratom vendors. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Maroon Macro: The Bull Case for Decentralized Finance (DeFi) [Ep. 134] 134 134 Reading Maroon Macro: The Bull Case for Decentralized Finance (DeFi) [Ep. 134] full 0b173b3a-c6e0-43ef-82fa-63e08ff076fd https://share.transistor.fm/s/db9233b5 Maroon Macro has become cautiously optimistic about Decentralized Finance's (DeFi) potential to disrupt the traditional financial system. DeFi is extraordinarily elegant in the way in which it reenables elasticity in the machinery of exchange. A reading, by Emil Kalinowski.


----------WHO----------
Maroon Macro, an anonymous global macro hedge fund analyst who is partial to the University of Chicago and writes about the mechanics of the monetary system, financial plumbing, and economic history. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.


----------WHAT----------
Issue #23-The Bull Case for Decentralized Finance (DeFi): https://bit.ly/3n4WNzO


----------WHERE----------
Maroon's Substack: https://maroonmacro.substack.com/
Maroon's Twitter: https://twitter.com/maroon_macro

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
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Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Maroon Macro has become cautiously optimistic about Decentralized Finance's (DeFi) potential to disrupt the traditional financial system. DeFi is extraordinarily elegant in the way in which it reenables elasticity in the machinery of exchange. A reading, by Emil Kalinowski.


----------WHO----------
Maroon Macro, an anonymous global macro hedge fund analyst who is partial to the University of Chicago and writes about the mechanics of the monetary system, financial plumbing, and economic history. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.


----------WHAT----------
Issue #23-The Bull Case for Decentralized Finance (DeFi): https://bit.ly/3n4WNzO


----------WHERE----------
Maroon's Substack: https://maroonmacro.substack.com/
Maroon's Twitter: https://twitter.com/maroon_macro

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Fri, 22 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 1200 Maroon Macro has become cautiously optimistic about Decentralized Finance's (DeFi) potential to disrupt the traditional financial system. A reading, by Emil Kalinowski. Maroon Macro has become cautiously optimistic about Decentralized Finance's (DeFi) potential to disrupt the traditional financial system. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Michael Pettis: "Common Prosperity" vs. "Dual Circulation" [Ep. 133, Macropiece Theater] 133 133 Reading Michael Pettis: "Common Prosperity" vs. "Dual Circulation" [Ep. 133, Macropiece Theater] full 228ef034-bdf2-4086-9d20-4f36284f14ac https://share.transistor.fm/s/748eeeae Beijing knows it wants to discontinue the country’s existing, unsustainable growth model. The latest "Common Prosperity" policy will only shift domestic demand at the margins; a full-fledged rebalancing will require a more radical transformation. A reading, by Emil Kalinowski.


----------WHO----------
Michael Pettis, Finance Professor at Peking University and Senior Fellow at Carnegie-Tsinghua Center, specializes in Chinese financial markets, economic history, global capital flows and the relationship between different sectors of national economies. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.


----------WHAT----------
Will China’s Common Prosperity Upgrade Dual Circulation?: https://bit.ly/2Z6CoCr


----------WHERE----------
Michael's Blog: https://carnegieendowment.org/chinafinancialmarkets
Michael's Twitter: https://twitter.com/michaelxpettis

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
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Podchaser: https://bit.ly/3oFCrwN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Beijing knows it wants to discontinue the country’s existing, unsustainable growth model. The latest "Common Prosperity" policy will only shift domestic demand at the margins; a full-fledged rebalancing will require a more radical transformation. A reading, by Emil Kalinowski.


----------WHO----------
Michael Pettis, Finance Professor at Peking University and Senior Fellow at Carnegie-Tsinghua Center, specializes in Chinese financial markets, economic history, global capital flows and the relationship between different sectors of national economies. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.


----------WHAT----------
Will China’s Common Prosperity Upgrade Dual Circulation?: https://bit.ly/2Z6CoCr


----------WHERE----------
Michael's Blog: https://carnegieendowment.org/chinafinancialmarkets
Michael's Twitter: https://twitter.com/michaelxpettis

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
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Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Thu, 21 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 1080 Beijing knows it wants to discontinue the country’s existing, unsustainable growth model. A reading, by Emil Kalinowski. Beijing knows it wants to discontinue the country’s existing, unsustainable growth model. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Matt Stoller: Will Monopolies Steal the Infrastructure Money? [Ep. 132, Macropiece Theater] 132 132 Reading Matt Stoller: Will Monopolies Steal the Infrastructure Money? [Ep. 132, Macropiece Theater] full edca73c5-a989-499e-a17f-e71f3d588e17 https://share.transistor.fm/s/a372232f We tend to talk about infrastructure in terms of spending amounts. But infrastructure in a monopoly-dominated economy is not just about money, it's about who governs - monopolists, or the public? A reading, by Emil Kalinowski.


----------WHO----------
Matt Stoller is a fellow at the Open Markets Institute and advises policymakers on the problem of monopoly. He has lectured on competition policy around the world and his writing has appeared in various news media and publications. In 2019 he authored Goliath: The 100-Year War Between Monopoly Power and Democracy. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.


----------WHAT----------
Will Monopolies Steal the Infrastructure Money?: https://bit.ly/3mXEgFr


----------WHERE----------
Stoller's Substack: https://mattstoller.substack.com/
Stoller's Book: https://bit.ly/2YTD5iB
Stoller's Twitter: https://twitter.com/matthewstoller

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
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Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> We tend to talk about infrastructure in terms of spending amounts. But infrastructure in a monopoly-dominated economy is not just about money, it's about who governs - monopolists, or the public? A reading, by Emil Kalinowski.


----------WHO----------
Matt Stoller is a fellow at the Open Markets Institute and advises policymakers on the problem of monopoly. He has lectured on competition policy around the world and his writing has appeared in various news media and publications. In 2019 he authored Goliath: The 100-Year War Between Monopoly Power and Democracy. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.


----------WHAT----------
Will Monopolies Steal the Infrastructure Money?: https://bit.ly/3mXEgFr


----------WHERE----------
Stoller's Substack: https://mattstoller.substack.com/
Stoller's Book: https://bit.ly/2YTD5iB
Stoller's Twitter: https://twitter.com/matthewstoller

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Wed, 20 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 1500 Infrastructure in a monopoly-dominated economy is not just about money, it's about who governs - monopolists, or the public? A reading, by Emil Kalinowski. Infrastructure in a monopoly-dominated economy is not just about money, it's about who governs - monopolists, or the public? A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading AnalystDC: The Fed's Balance Sheet, Changes and Effects [Ep. 131, Macropiece Theater] 131 131 Reading AnalystDC: The Fed's Balance Sheet, Changes and Effects [Ep. 131, Macropiece Theater] full 37a38d99-4d5e-4ec7-a50f-34afa6b87a55 https://share.transistor.fm/s/1a499adf AnalystDC looks back at how the US money market has evolved in 2021 so far by reviewing the Fed's balance sheet and considering where things could go from here for the Fed, large and small US banks as well as foreign bank offices. A reading, by Emil Kalinowski.


----------WHO----------
AnalystDC, the anonymous enjoyer of illiquid credit, bond posting and money markets. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.


----------WHAT----------
Chartbook #13: https://dcchartbook.substack.com/p/chartbook-13


----------WHERE----------
DC's Substack: https://dcchartbook.substack.com/
DC's Twitter: https://twitter.com/AnalystDC

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> AnalystDC looks back at how the US money market has evolved in 2021 so far by reviewing the Fed's balance sheet and considering where things could go from here for the Fed, large and small US banks as well as foreign bank offices. A reading, by Emil Kalinowski.


----------WHO----------
AnalystDC, the anonymous enjoyer of illiquid credit, bond posting and money markets. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.


----------WHAT----------
Chartbook #13: https://dcchartbook.substack.com/p/chartbook-13


----------WHERE----------
DC's Substack: https://dcchartbook.substack.com/
DC's Twitter: https://twitter.com/AnalystDC

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Tue, 19 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 1620 AnalystDC looks back at how the US money market has evolved in 2021 so far by reviewing the Fed's balance sheet. A reading, by Emil Kalinowski. AnalystDC looks back at how the US money market has evolved in 2021 so far by reviewing the Fed's balance sheet. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Safest Bank Balance Sheets in Three Generations [Ep. 129, Eurodollar University] 129 129 Safest Bank Balance Sheets in Three Generations [Ep. 129, Eurodollar University] full 0bb8cf54-9be3-4774-90d8-9e443859886c https://share.transistor.fm/s/110ec1ff Dear Ladies and Gentlemen,

Typically the show notes are loaded with information about the show, reference material and acknowledgement of the people that helped make the show.  Unfortunately Episode 129 was damned by the Universe and came to us straight from Hades, Ring Four, Pit 03 (on the left).  Thankfully all the content is there.  But everything else, everything else that it takes to make the show was cursed by Podcast Deus.  Everything went wrong, not just for me but for everyone involved with the show.  Therefore I am having none of it with this show--it has bad juju.  I cast it back into Mount Doom where it can join the ring.

Sincerely,

Emil 

]]> Dear Ladies and Gentlemen,

Typically the show notes are loaded with information about the show, reference material and acknowledgement of the people that helped make the show.  Unfortunately Episode 129 was damned by the Universe and came to us straight from Hades, Ring Four, Pit 03 (on the left).  Thankfully all the content is there.  But everything else, everything else that it takes to make the show was cursed by Podcast Deus.  Everything went wrong, not just for me but for everyone involved with the show.  Therefore I am having none of it with this show--it has bad juju.  I cast it back into Mount Doom where it can join the ring.

Sincerely,

Emil 

]]> Mon, 18 Oct 2021 09:00:21 -0400 Jeff Snider Jeff Snider 3823 The first half of 2021 witnessed US banks abandoning real-economy loans while they barricaded themselves behind a fortress of safe assets. The first half of 2021 witnessed US banks abandoning real-economy loans while they barricaded themselves behind a fortress of safe assets. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Robert Breedlove: Freedom, Truth, Love (plus Bitcoin) [Ep. 130, Macropiece Theater] 130 130 Reading Robert Breedlove: Freedom, Truth, Love (plus Bitcoin) [Ep. 130, Macropiece Theater] full e8c12d16-1668-4d4d-bb45-23577160a156 https://share.transistor.fm/s/868965ca Freedom, Truth, and Love: three creative principles distinguished by uninhibited exchange. Is it any coincidence that voluntary exchange is essential to all three? A reading, by Emil Kalinowski.


----------WHO----------
Robert Breedlove, freedom maximalist. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.


----------WHAT----------
Freedom, Truth, and Love: https://bit.ly/3janbXL


----------WHERE----------
Robert's Substack: https://breedlove22.substack.com/
Robert's Podcast: https://whatismoneypodcast.com/
Robert's Twitter: https://twitter.com/Breedlove22

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Freedom, Truth, and Love: three creative principles distinguished by uninhibited exchange. Is it any coincidence that voluntary exchange is essential to all three? A reading, by Emil Kalinowski.


----------WHO----------
Robert Breedlove, freedom maximalist. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.


----------WHAT----------
Freedom, Truth, and Love: https://bit.ly/3janbXL


----------WHERE----------
Robert's Substack: https://breedlove22.substack.com/
Robert's Podcast: https://whatismoneypodcast.com/
Robert's Twitter: https://twitter.com/Breedlove22

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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iHeart: https://ihr.fm/31jq7cI
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Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
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Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Mon, 18 Oct 2021 06:00:00 -0400 Jeff Snider Jeff Snider 840 Freedom, Truth, and Love: three creative principles distinguished by uninhibited exchange. A reading, by Emil Kalinowski. Freedom, Truth, and Love: three creative principles distinguished by uninhibited exchange. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: US Bank Loans Shrinking in 2021 [Ep. 128, Macropiece Theater] 128 128 Reading Jeff Snider: US Bank Loans Shrinking in 2021 [Ep. 128, Macropiece Theater] full 0021985e-5031-4df3-a2ef-2ff22e299824 https://share.transistor.fm/s/0605e950 Bank balance sheets are expanding in 2021, which is great news if you believe credit is modern money. But a closer look reveals banks are PILING into the SAFEST assets while beating a RETREAT from loans (real economy money). We haven't seen this in three generations. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
The U.S. Economy Remains As Frozen As Ever: https://bit.ly/3aCFKiO


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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iHeart: https://ihr.fm/31jq7cI
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Spotify: https://spoti.fi/3arP8mY
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Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Bank balance sheets are expanding in 2021, which is great news if you believe credit is modern money. But a closer look reveals banks are PILING into the SAFEST assets while beating a RETREAT from loans (real economy money). We haven't seen this in three generations. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
The U.S. Economy Remains As Frozen As Ever: https://bit.ly/3aCFKiO


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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iHeart: https://ihr.fm/31jq7cI
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Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Sat, 16 Oct 2021 06:00:00 -0400 Jeff Snider Jeff Snider 1440 Bank balance sheets are expanding in 2021b but a closer look shows banks are running to safe assets and retreating from loans. A reading, by Emil Kalinowski. Bank balance sheets are expanding in 2021b but a closer look shows banks are running to safe assets and retreating from loans. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Roger Starr: A Kind Word About Money [Ep. 127, Macropiece Theater] 127 127 Reading Roger Starr: A Kind Word About Money [Ep. 127, Macropiece Theater] full 6a1411f5-81cf-4a9d-8114-a61ba1a69b85 https://share.transistor.fm/s/910711d0 Money, a necessary evil seems to be best compliment one can pay it. Starr argues that money, in a world of constraints and choices, helps identify price. And for all the kind words written about "value" let us consider the importance of "price" and spare a kind word about money. A reading, by Emil Kalinowski.


----------WHO----------
Roger Starr (1918-2001), editorial writer for the New York Times, military intelligence officer, New York City housing administrator. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
A Kind Word About Money: https://bit.ly/3DuX4Cw 


----------WHERE----------
The Lives They Lived-Roger Starr, B. 1918; The Contrarian: https://nyti.ms/3mMayDs
Roger Starr, New York Planning Official, Author and Editorial Writer, Is Dead at 83: https://nyti.ms/3mQSSGu

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
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Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
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Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Money, a necessary evil seems to be best compliment one can pay it. Starr argues that money, in a world of constraints and choices, helps identify price. And for all the kind words written about "value" let us consider the importance of "price" and spare a kind word about money. A reading, by Emil Kalinowski.


----------WHO----------
Roger Starr (1918-2001), editorial writer for the New York Times, military intelligence officer, New York City housing administrator. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
A Kind Word About Money: https://bit.ly/3DuX4Cw 


----------WHERE----------
The Lives They Lived-Roger Starr, B. 1918; The Contrarian: https://nyti.ms/3mMayDs
Roger Starr, New York Planning Official, Author and Editorial Writer, Is Dead at 83: https://nyti.ms/3mQSSGu

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
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Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
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Podchaser: https://bit.ly/3oFCrwN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Fri, 15 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 900 Starr argues that money, in a world of constraints and choices, helps identify price. Let us consider the importance of "price" and spare a kind word about money. A reading, by Emil Kalinowski. Starr argues that money, in a world of constraints and choices, helps identify price. Let us consider the importance of "price" and spare a kind word about money. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: Metals Down vs. Oil Up [Ep. 126, Macropiece Theater] 126 126 Reading Jeff Snider: Metals Down vs. Oil Up [Ep. 126, Macropiece Theater] full 5feb45e3-90bf-4b05-976a-7a7e26e66a38 https://share.transistor.fm/s/aacf8214 Oil prices are intentionally offered as Inflation Exhibit A, even though at best it is a lagging indicator. In 2008, 2011 and 2018 we saw metal prices turn south while oil kept heading north; oil incorrectly interpreting the economic setting each time. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
Chip Shortages, Crude Boiling, Fed Explosion And… No Inflation: https://bit.ly/3iWtnCG


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
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Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Oil prices are intentionally offered as Inflation Exhibit A, even though at best it is a lagging indicator. In 2008, 2011 and 2018 we saw metal prices turn south while oil kept heading north; oil incorrectly interpreting the economic setting each time. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
Chip Shortages, Crude Boiling, Fed Explosion And… No Inflation: https://bit.ly/3iWtnCG


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
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Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
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Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
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SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Thu, 14 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 840 In 2008, 2011 and 2018 we saw metal prices turn south while oil kept heading north; oil incorrectly interpreting the economic setting each time. A reading, by Emil Kalinowski. In 2008, 2011 and 2018 we saw metal prices turn south while oil kept heading north; oil incorrectly interpreting the economic setting each time. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading The Fed Guy: Debt Ceiling Procedures [Ep. 125, Macropiece Theater] 125 125 Reading The Fed Guy: Debt Ceiling Procedures [Ep. 125, Macropiece Theater] full 01168b7e-a693-4e2f-aa5f-d0173c3b761f https://share.transistor.fm/s/72944034 The Fed and Treasury have seen enough debt ceilings to develop a playbook that can be pieced together from past FOMC transcripts and Congressional subpoenas. A reading, by Emil Kalinowski.


----------WHO----------
Joseph Wang spent five years as the senior trader on the open markets desk at the Federal Reserve. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
Debt Ceiling Procedures: https://bit.ly/3jfTCnZ


----------WHERE----------
Joseph's Blog: https://fedguy.com/
Joseph's Twitter: https://twitter.com/FedGuy12

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
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Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> The Fed and Treasury have seen enough debt ceilings to develop a playbook that can be pieced together from past FOMC transcripts and Congressional subpoenas. A reading, by Emil Kalinowski.


----------WHO----------
Joseph Wang spent five years as the senior trader on the open markets desk at the Federal Reserve. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
Debt Ceiling Procedures: https://bit.ly/3jfTCnZ


----------WHERE----------
Joseph's Blog: https://fedguy.com/
Joseph's Twitter: https://twitter.com/FedGuy12

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Wed, 13 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 720 The Fed and Treasury have seen enough debt ceilings to develop a playbook. A reading, by Emil Kalinowski. The Fed and Treasury have seen enough debt ceilings to develop a playbook. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading George Friedman: China’s Economic Crisis, Foreign Policy [Ep. 124, Macropiece Theater] 124 124 Reading George Friedman: China’s Economic Crisis, Foreign Policy [Ep. 124, Macropiece Theater] full 0ac4ff4c-8c23-46b4-9e08-212cf76a28b6 https://share.transistor.fm/s/ad4a5350 George Friedman observes that China is embarking on a difficult socioeconomic transition. Paradoxically, the transition will cause observers to underrate the country's strength, in much the same manner as they presently overrate the nation. A reading, by Emil Kalinowski.


----------WHO----------
George Friedman of Geopolitical Futures. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
China’s Economic Crisis and Its Foreign Policy: https://bit.ly/2X5CFEO


----------WHERE----------
George Friedman's Writings: https://bit.ly/3gUl7ms
George Friedman's Twitter: https://twitter.com/George_Friedman

Geopolitical Futures: https://geopoliticalfutures.com/
Geopolitical Futures Twitter: https://twitter.com/gpfutures

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Reason: https://bit.ly/3lt5NiH
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
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AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> George Friedman observes that China is embarking on a difficult socioeconomic transition. Paradoxically, the transition will cause observers to underrate the country's strength, in much the same manner as they presently overrate the nation. A reading, by Emil Kalinowski.


----------WHO----------
George Friedman of Geopolitical Futures. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
China’s Economic Crisis and Its Foreign Policy: https://bit.ly/2X5CFEO


----------WHERE----------
George Friedman's Writings: https://bit.ly/3gUl7ms
George Friedman's Twitter: https://twitter.com/George_Friedman

Geopolitical Futures: https://geopoliticalfutures.com/
Geopolitical Futures Twitter: https://twitter.com/gpfutures

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/


---------HEAR IT----------
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PodcastAddict: https://bit.ly/2V39Xjr

]]> Tue, 12 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 660 China is embarking on a difficult socioeconomic transition. Paradoxically, the transition will cause observers to underrate the country's strength. A reading, by Emil Kalinowski. China is embarking on a difficult socioeconomic transition. Paradoxically, the transition will cause observers to underrate the country's strength. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading AnalystDC: The Fed's Standing Repo Facility [Ep. 123, Macropiece Theater] 123 123 Reading AnalystDC: The Fed's Standing Repo Facility [Ep. 123, Macropiece Theater] full 6a0daf63-6abb-477f-aaf0-29aa69485a0e https://share.transistor.fm/s/abd5202c AnalystDC considers three developments in late-July 2021 that'll affect money markets for years to come: the Fed's Standing Repo Facility, the Group of Thirty recommendations and the Alternative Reference Rates Committte recommendations. A reading, by Emil Kalinowski.


----------WHO----------
AnalystDC, the anonymous enjoyer of illiquid credit, bond posting and money markets. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
Chartbook #12: https://dcchartbook.substack.com/p/chartbook-12


----------WHERE----------
DC's Substack: https://dcchartbook.substack.com/
DC's Twitter: https://twitter.com/AnalystDC

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> AnalystDC considers three developments in late-July 2021 that'll affect money markets for years to come: the Fed's Standing Repo Facility, the Group of Thirty recommendations and the Alternative Reference Rates Committte recommendations. A reading, by Emil Kalinowski.


----------WHO----------
AnalystDC, the anonymous enjoyer of illiquid credit, bond posting and money markets. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
Chartbook #12: https://dcchartbook.substack.com/p/chartbook-12


----------WHERE----------
DC's Substack: https://dcchartbook.substack.com/
DC's Twitter: https://twitter.com/AnalystDC

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
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Podchaser: https://bit.ly/3oFCrwN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Mon, 11 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 1320 Three developments in late-July 2021 will affect money markets for years to come. A reading, by Emil Kalinowski. Three developments in late-July 2021 will affect money markets for years to come. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Volcker Myth [Ep. 122, Eurodollar University] 122 122 The Volcker Myth [Ep. 122, Eurodollar University] full 2e7f96ea-c2be-425c-b6f0-b7dde6caeb41 https://share.transistor.fm/s/8970d207 PART 01: The US dollar is rising in value against a collection of currencies (except one). It's disconfirming evidence of sustainable economic recovery; it implies strained USD-funding. And there's still that one key, stable currency - unusually stable; suspiciously stable.

PART 02: We review palladium, copper and iron ore - all metals and minerals that peaked in value in May (lumber too).  Some commodities continue to rise in value, specifically energy.  How do we reconcile the deflationary/disinflationary former to the inflationary latter?  Also, US auto sales.

PART 03: "Despite some eerie echoes, the past is not the best guide to the present," writes The Economist. Jeff Snider agrees, but for entirely different reasons. Stagnation? Yes, definitely. But NOT inflation - despite the clear price increases! Wait, what?


---------SPONSOR----------
Macropiece Theater with Alistair Cooke (i.e. Emil Kalinowski) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from George Friedman, Lyn Alden, Daniel Oliver, Michael Pettis, the Bank for International Settlements and yes, even Karl Marx.


-----SEE EPISODE 122------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 122----
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 122 REFERENCES----
More Dollar Bull: https://bit.ly/3iGt2UJ
(Urjit Patel) Emerging markets face a dollar double whammy: https://on.ft.com/3mr6F6E
What’s The Real Downside To Some of These Key Commodities?: https://bit.ly/3oVIsZd
Is the world economy going back to the 1970s?: https://econ.st/3BmDat5
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins, myth spinner. Podcast intro/outro is "Knight's Templar" by Adriel Fair found at Epidemic Sound.

]]> PART 01: The US dollar is rising in value against a collection of currencies (except one). It's disconfirming evidence of sustainable economic recovery; it implies strained USD-funding. And there's still that one key, stable currency - unusually stable; suspiciously stable.

PART 02: We review palladium, copper and iron ore - all metals and minerals that peaked in value in May (lumber too).  Some commodities continue to rise in value, specifically energy.  How do we reconcile the deflationary/disinflationary former to the inflationary latter?  Also, US auto sales.

PART 03: "Despite some eerie echoes, the past is not the best guide to the present," writes The Economist. Jeff Snider agrees, but for entirely different reasons. Stagnation? Yes, definitely. But NOT inflation - despite the clear price increases! Wait, what?


---------SPONSOR----------
Macropiece Theater with Alistair Cooke (i.e. Emil Kalinowski) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things, why not listen and hear what they have to say? You could do worse things with your time (i.e. Bloomberg, CNBC, et cetera). Recent readings include thoughts from George Friedman, Lyn Alden, Daniel Oliver, Michael Pettis, the Bank for International Settlements and yes, even Karl Marx.


-----SEE EPISODE 122------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 122----
Vurbl: https://bit.ly/3rq4dPn
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Podchaser: https://bit.ly/3oFCrwN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 122 REFERENCES----
More Dollar Bull: https://bit.ly/3iGt2UJ
(Urjit Patel) Emerging markets face a dollar double whammy: https://on.ft.com/3mr6F6E
What’s The Real Downside To Some of These Key Commodities?: https://bit.ly/3oVIsZd
Is the world economy going back to the 1970s?: https://econ.st/3BmDat5
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins, myth spinner. Podcast intro/outro is "Knight's Templar" by Adriel Fair found at Epidemic Sound.

]]> Mon, 11 Oct 2021 02:39:11 -0400 Jeff Snider Jeff Snider 4914 The US dollar is outgaining all (except one). Also, how to reconcile that metals are losing value as energy gains. Also, explaining why 1970s stagflation is improbable. Lastly, Paul "Inflation Slayer" Volcker - a myth? The US dollar is outgaining all (except one). Also, how to reconcile that metals are losing value as energy gains. Also, explaining why 1970s stagflation is improbable. Lastly, Paul "Inflation Slayer" Volcker - a myth? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Maroon Macro: A Trade Idea, Shorting CNH [Ep. 121] 121 121 Reading Maroon Macro: A Trade Idea, Shorting CNH [Ep. 121] full ebda68cb-5a46-4277-84b0-97c8967a6c29 https://share.transistor.fm/s/1f93d98d An increased risk-off sentiment, resulting from the Evergrande drama - among several other factors, has perhaps increased the likelihood, as well as accelerated the timeline, of a CNY devaluation. A reading, by Emil Kalinowski.


----------WHO----------
Maroon Macro, an anonymous global macro hedge fund analyst who is partial to the University of Chicago and writes about the mechanics of the monetary system, financial plumbing, and economic history. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
Issue #21: Trade Idea – Short CNH: https://bit.ly/3op5bMQ


----------WHERE----------
Maroon's Substack: https://maroonmacro.substack.com/
Maroon's Twitter: https://twitter.com/maroon_macro

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> An increased risk-off sentiment, resulting from the Evergrande drama - among several other factors, has perhaps increased the likelihood, as well as accelerated the timeline, of a CNY devaluation. A reading, by Emil Kalinowski.


----------WHO----------
Maroon Macro, an anonymous global macro hedge fund analyst who is partial to the University of Chicago and writes about the mechanics of the monetary system, financial plumbing, and economic history. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
Issue #21: Trade Idea – Short CNH: https://bit.ly/3op5bMQ


----------WHERE----------
Maroon's Substack: https://maroonmacro.substack.com/
Maroon's Twitter: https://twitter.com/maroon_macro

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
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Google: https://bit.ly/3e2Z48M
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Podchaser: https://bit.ly/3oFCrwN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Sat, 09 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 1680 An increased risk-off sentiment has perhaps increased the likelihood of a CNY devaluation. A reading, by Emil Kalinowski. An increased risk-off sentiment has perhaps increased the likelihood of a CNY devaluation. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading The Fed Guy: Wealth (Side)Effects [Ep. 120] 120 120 Reading The Fed Guy: Wealth (Side)Effects [Ep. 120] full 376e7b27-0662-4ddc-8e77-8ae020ed5f34 https://share.transistor.fm/s/a377305e An unprecedent increase in household wealth from housing, stocks and cryptocurrencies may have structurally changed the US labor market. The Fed, assuming no structural change, may be running the economy much hotter than they realize. A reading, by Emil Kalinowski.


----------WHO----------
Joseph Wang spent five years as the senior trader on the open markets desk at the Federal Reserve. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
Wealth (Side)Effects: https://bit.ly/3ml5CVS


----------WHERE----------
Joseph's Blog: https://fedguy.com/
Joseph's Twitter: https://twitter.com/FedGuy12

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
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Podchaser: https://bit.ly/3oFCrwN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> An unprecedent increase in household wealth from housing, stocks and cryptocurrencies may have structurally changed the US labor market. The Fed, assuming no structural change, may be running the economy much hotter than they realize. A reading, by Emil Kalinowski.


----------WHO----------
Joseph Wang spent five years as the senior trader on the open markets desk at the Federal Reserve. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
Wealth (Side)Effects: https://bit.ly/3ml5CVS


----------WHERE----------
Joseph's Blog: https://fedguy.com/
Joseph's Twitter: https://twitter.com/FedGuy12

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
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Podchaser: https://bit.ly/3oFCrwN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Fri, 08 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 600 An unprecedent increase in household wealth may have structurally changed the US labor market. The Fed may be running the economy much hotter than they realize. A reading, by Emil Kalinowski. An unprecedent increase in household wealth may have structurally changed the US labor market. The Fed may be running the economy much hotter than they realize. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Michael Pettis: What Does an Evergrande Meltdown Mean for China? [Ep. 119] 119 119 Reading Michael Pettis: What Does an Evergrande Meltdown Mean for China? [Ep. 119] full 0a2dc151-489e-4c1b-a87e-23fd6af2413b https://share.transistor.fm/s/7b8e98cf The impact of Evergrande has caused financial distress to spread faster than Beijing expected, putting pressure on regulators to move quickly to stop the contagion. But they cannot rescue Evergrande’s creditors without also undermining their fight against bad debt. A reading, by Emil Kalinowski.


----------WHO----------
Michael Pettis, Finance Professor at Peking University and Senior Fellow at Carnegie-Tsinghua Center. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
What Does Evergrande Meltdown Mean for China?: https://bit.ly/2Ya9rVl


----------WHERE----------
Michael's Blog: https://www.mpettis.com/
Michael's Twitter: https://twitter.com/michaelxpettis

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
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Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> The impact of Evergrande has caused financial distress to spread faster than Beijing expected, putting pressure on regulators to move quickly to stop the contagion. But they cannot rescue Evergrande’s creditors without also undermining their fight against bad debt. A reading, by Emil Kalinowski.


----------WHO----------
Michael Pettis, Finance Professor at Peking University and Senior Fellow at Carnegie-Tsinghua Center. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
What Does Evergrande Meltdown Mean for China?: https://bit.ly/2Ya9rVl


----------WHERE----------
Michael's Blog: https://www.mpettis.com/
Michael's Twitter: https://twitter.com/michaelxpettis

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
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Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
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Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: 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, 07 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 1620 The impact of Evergrande has caused financial distress to spread faster than Beijing expected. A reading, by Emil Kalinowski. The impact of Evergrande has caused financial distress to spread faster than Beijing expected. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: FOMC 'Let's make it up as we go along!' [Ep. 118, Macropiece Theater] 118 118 Reading Jeff Snider: FOMC 'Let's make it up as we go along!' [Ep. 118, Macropiece Theater] full 14d8aaf4-62d8-442e-86b9-c00047484502 https://share.transistor.fm/s/30e8ba51 Jay Powell’s Fed portrays the economy in recovery mode and intends to taper monetary accommodation - yet the US dollar has been rising in value for months. Premature celebration? It reminds Jeff Snider of an episode in 2011 when the FOMC guffawed past the monetary graveyard. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
'Easing' Monetary Policy Is Missing a Key Component: https://bit.ly/2YobrtC


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Jay Powell’s Fed portrays the economy in recovery mode and intends to taper monetary accommodation - yet the US dollar has been rising in value for months. Premature celebration? It reminds Jeff Snider of an episode in 2011 when the FOMC guffawed past the monetary graveyard. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
'Easing' Monetary Policy Is Missing a Key Component: https://bit.ly/2YobrtC


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Wed, 06 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 1140 The Fed portrays the economy in recovery mode - yet the US dollar has been rising in value for months. A reading, by Emil Kalinowski. The Fed portrays the economy in recovery mode - yet the US dollar has been rising in value for months. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: 1/3 of US, Canadian Small Businesses Can't Pay Rent [Ep. 117] 117 117 Reading Jeff Snider: 1/3 of US, Canadian Small Businesses Can't Pay Rent [Ep. 117] full 3872290d-dbcb-44ba-9720-44b4d72d9192 https://share.transistor.fm/s/e2a67f25 Recent polling data from Alignable reveals a difficult small-business environment. Three regional Fed surveys confirm the softness. Is it merely the passing Delta-Covid? Or the labor-shortage? Will demand in 2022 be able to meet the oncoming wave of goods orders? A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
Revisiting The Last Overhang-An Economy Dividing By Inventory And Labor: https://bit.ly/3muwQcO
 

----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Recent polling data from Alignable reveals a difficult small-business environment. Three regional Fed surveys confirm the softness. Is it merely the passing Delta-Covid? Or the labor-shortage? Will demand in 2022 be able to meet the oncoming wave of goods orders? A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Deadlines" by Dylan Sitts at Epidemic Sound.


----------WHAT----------
Revisiting The Last Overhang-An Economy Dividing By Inventory And Labor: https://bit.ly/3muwQcO
 

----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Tue, 05 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 660 Will demand in 2022 be able to meet the oncoming wave of goods orders? A reading, by Emil Kalinowski. Will demand in 2022 be able to meet the oncoming wave of goods orders? A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: Revisiting 2019's Inventory Overhang [Ep. 116] 116 116 Reading Jeff Snider: Revisiting 2019's Inventory Overhang [Ep. 116] full bd6614f2-a0fb-4eef-a38c-246f152081ab https://share.transistor.fm/s/71b0fefa Like the bond market and the yield curve, the inventory situation is most often forward-looking. Powell is tapering and ignoring the potential of an inventory overhang, pretty much the same way as a few years ago. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "36mm" by Jobii at Epidemic Sound.


----------WHAT----------
Revisiting The Last Overhang: https://bit.ly/3isH5Nk


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Like the bond market and the yield curve, the inventory situation is most often forward-looking. Powell is tapering and ignoring the potential of an inventory overhang, pretty much the same way as a few years ago. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "36mm" by Jobii at Epidemic Sound.


----------WHAT----------
Revisiting The Last Overhang: https://bit.ly/3isH5Nk


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Mon, 04 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 840 Like the bond market and the yield curve, the inventory situation is most often forward-looking. A reading, by Emil Kalinowski. Like the bond market and the yield curve, the inventory situation is most often forward-looking. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Bonds, Treasury Bonds [Ep. 115] 115 115 Bonds, Treasury Bonds [Ep. 115] full a72c1395-5592-47a3-9af6-d12d981dfb45 https://share.transistor.fm/s/63a001c5 PART 01: US Treasury Bonds have lost a lot of value since August, and especially in the last weeks of September. Is it a taper tantrum? Are foreigners selling lousy Uncle Sam paper? Is it Armageddon (again)? No, this happens—incredibly—'every' August. But why?

PART 02: Since 2011, the US Treasury 10-year bond peaks in value during the summer-to-autumn transition. Ignoring the economic context, whether positive or negative, bonds lose value. They lose value whether central banks are hawkish or dovish. Why? We offer five theories.

PART 03: Financial collateral is indispensable to the modern monetary system. Unfortunately the most pristine collateral, the US Treasury Bill, is in short supply because of the political debt ceiling drama. So, we identify seven warning indicators for acute collateral shortage.


---------SPONSOR----------
Macropiece Theater with Alistair Cooke (i.e. Emil Kalinowski) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things. Recent readings include thoughts from George Friedman, Lyn Alden, Daniel Oliver, Michael Pettis, the Bank for International Settlements


-----SEE EPISODE 115------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 115----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 115a REFERENCES---
Finally The Taper Tantrum, Or What’s Wrong With August?: https://bit.ly/2XXJoRb
Maybe More Autumn Than Strictly August: https://bit.ly/3D01Ibt
Some Next Steps To Watch For Scarce Collateral: https://bit.ly/3l3xGxH


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski.  Art by David Parkins, licensed to killustrate. Bass-y James-Bond-style podcast intro/outro is "The New Black" by Mary Riddle found at Epidemic Sound.

]]> PART 01: US Treasury Bonds have lost a lot of value since August, and especially in the last weeks of September. Is it a taper tantrum? Are foreigners selling lousy Uncle Sam paper? Is it Armageddon (again)? No, this happens—incredibly—'every' August. But why?

PART 02: Since 2011, the US Treasury 10-year bond peaks in value during the summer-to-autumn transition. Ignoring the economic context, whether positive or negative, bonds lose value. They lose value whether central banks are hawkish or dovish. Why? We offer five theories.

PART 03: Financial collateral is indispensable to the modern monetary system. Unfortunately the most pristine collateral, the US Treasury Bill, is in short supply because of the political debt ceiling drama. So, we identify seven warning indicators for acute collateral shortage.


---------SPONSOR----------
Macropiece Theater with Alistair Cooke (i.e. Emil Kalinowski) reading the latest essays, blog posts, speeches and excerpts from economics, geopolitics and more. Interesting people write interesting things. Recent readings include thoughts from George Friedman, Lyn Alden, Daniel Oliver, Michael Pettis, the Bank for International Settlements


-----SEE EPISODE 115------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 115----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 115a REFERENCES---
Finally The Taper Tantrum, Or What’s Wrong With August?: https://bit.ly/2XXJoRb
Maybe More Autumn Than Strictly August: https://bit.ly/3D01Ibt
Some Next Steps To Watch For Scarce Collateral: https://bit.ly/3l3xGxH


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski.  Art by David Parkins, licensed to killustrate. Bass-y James-Bond-style podcast intro/outro is "The New Black" by Mary Riddle found at Epidemic Sound.

]]> Sun, 03 Oct 2021 10:00:00 -0400 Jeff Snider Jeff Snider 4560 US Treasury Bonds lose value each autumn - why? Also, seven monetary-collateral warning signs to watch out for during the debt ceiling drama. US Treasury Bonds lose value each autumn - why? Also, seven monetary-collateral warning signs to watch out for during the debt ceiling drama. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Michael Pettis: Why the Bezzle Matters to the Economy [Ep. 114] 114 114 Reading Michael Pettis: Why the Bezzle Matters to the Economy [Ep. 114] full 5265b591-7514-4239-8029-df179a792ebc https://share.transistor.fm/s/dc11b798 The bezzle is the temporary gap between the perceived value of assets and long-term economic value. Economies at times systematically create bezzle, unleashing substantial economic consequences that economists have rarely understood or discussed. A reading, by Emil Kalinowski.


----------WHO----------
Michael Pettis, Finance Professor at Peking University and Senior Fellow at Carnegie-Tsinghua Center. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "36mm" by Jobii at Epidemic Sound.


----------WHAT----------
Why the Bezzle Matters to the Economy: https://bit.ly/3B4T5vO


----------WHERE----------
Michael's Blog: https://www.mpettis.com/
Michael's Twitter: https://twitter.com/michaelxpettis

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> The bezzle is the temporary gap between the perceived value of assets and long-term economic value. Economies at times systematically create bezzle, unleashing substantial economic consequences that economists have rarely understood or discussed. A reading, by Emil Kalinowski.


----------WHO----------
Michael Pettis, Finance Professor at Peking University and Senior Fellow at Carnegie-Tsinghua Center. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "36mm" by Jobii at Epidemic Sound.


----------WHAT----------
Why the Bezzle Matters to the Economy: https://bit.ly/3B4T5vO


----------WHERE----------
Michael's Blog: https://www.mpettis.com/
Michael's Twitter: https://twitter.com/michaelxpettis

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Sat, 02 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 2340 The bezzle is the temporary gap between the perceived value of assets and long-term economic value. A reading, by Emil Kalinowski. The bezzle is the temporary gap between the perceived value of assets and long-term economic value. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading the BIS: 70 Years of International Banking [Ep. 113] 113 113 Reading the BIS: 70 Years of International Banking [Ep. 113] full 6c751d0b-adf9-441f-b8c8-cc8c3c0fa117 https://share.transistor.fm/s/ad5fa622 The Bank for International Settlements summarizes the rise and fall of the offshore eurodollar system. Offshore banking, regulatory arbitrage, financial liberalization and financial innovation created the system, which expanded exponentially--at least until 2007. A reading, by Emil Kalinowski.


----------WHO----------
Robert McCauley, Patrick McGuire and Philip Wooldridge of the Bank for International Settlements. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "36mm" by Jobii at Epidemic Sound.


----------WHAT----------
Seven decades of international banking: https://bit.ly/2ZxIzzc


----------WHERE----------
BIS Website: https://www.bis.org/
BIS Twitter: https://twitter.com/BIS_org

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


-----EURODOLLAR 101------
@CatherineSchenk: https://bit.ly/3fFLMix
@JeffSnider_AIP: https://bit.ly/3ATBzdW
@BankOfEngland: https://bit.ly/30Hsx3G
@ResearchGate: https://bit.ly/3thkJm9
@ysi_commons: https://bit.ly/3pH4V95
@MacroVoices: https://bit.ly/3fX9fw4
@BundesBank: https://bit.ly/34tKsfc
@ICMAgroup: https://bit.ly/2VAPnYb
@PMehrling: https://bit.ly/31GRHiF
@CSissoko: https://bit.ly/3iFpoas
@BIS_org: https://bit.ly/2ZxIzzc


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
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Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
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Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> The Bank for International Settlements summarizes the rise and fall of the offshore eurodollar system. Offshore banking, regulatory arbitrage, financial liberalization and financial innovation created the system, which expanded exponentially--at least until 2007. A reading, by Emil Kalinowski.


----------WHO----------
Robert McCauley, Patrick McGuire and Philip Wooldridge of the Bank for International Settlements. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "36mm" by Jobii at Epidemic Sound.


----------WHAT----------
Seven decades of international banking: https://bit.ly/2ZxIzzc


----------WHERE----------
BIS Website: https://www.bis.org/
BIS Twitter: https://twitter.com/BIS_org

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


-----EURODOLLAR 101------
@CatherineSchenk: https://bit.ly/3fFLMix
@JeffSnider_AIP: https://bit.ly/3ATBzdW
@BankOfEngland: https://bit.ly/30Hsx3G
@ResearchGate: https://bit.ly/3thkJm9
@ysi_commons: https://bit.ly/3pH4V95
@MacroVoices: https://bit.ly/3fX9fw4
@BundesBank: https://bit.ly/34tKsfc
@ICMAgroup: https://bit.ly/2VAPnYb
@PMehrling: https://bit.ly/31GRHiF
@CSissoko: https://bit.ly/3iFpoas
@BIS_org: https://bit.ly/2ZxIzzc


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
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iHeart: https://ihr.fm/31jq7cI
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Fri, 01 Oct 2021 07:00:00 -0400 Jeff Snider Jeff Snider 1920 The Bank for International Settlements summarizes the rise and fall of the offshore eurodollar system. A reading, by Emil Kalinowski. The Bank for International Settlements summarizes the rise and fall of the offshore eurodollar system. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Lyn Alden: Supply Chain Woes [Ep. 112] 112 112 Reading Lyn Alden: Supply Chain Woes [Ep. 112] full 076284ed-2c7d-4097-a196-f32c2f2f7786 https://share.transistor.fm/s/e4955638 Lyn Alden's August newsletter focuses on the ongoing supply chain issues, inflation, and commodities. In many ways, the 2020s decade continues to mirror the 1940s in terms of fiscal policy, monetary policy, and de-globalization. A reading, by Emil Kalinowski.


----------WHO----------
Lyn Alden of Lyn Alden Investment Strategy. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "36mm" by Jobii at Epidemic Sound.


----------WHAT----------
Supply Chain Woes: https://bit.ly/2XRMCpi


----------WHERE----------
Lyn's Website: https://www.lynalden.com/
Lyn's Twitter: https://twitter.com/LynAldenContact

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
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Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
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Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Lyn Alden's August newsletter focuses on the ongoing supply chain issues, inflation, and commodities. In many ways, the 2020s decade continues to mirror the 1940s in terms of fiscal policy, monetary policy, and de-globalization. A reading, by Emil Kalinowski.


----------WHO----------
Lyn Alden of Lyn Alden Investment Strategy. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "36mm" by Jobii at Epidemic Sound.


----------WHAT----------
Supply Chain Woes: https://bit.ly/2XRMCpi


----------WHERE----------
Lyn's Website: https://www.lynalden.com/
Lyn's Twitter: https://twitter.com/LynAldenContact

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
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Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: 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, 30 Sep 2021 07:00:00 -0400 Jeff Snider Jeff Snider 1560 Lyn Alden's August newsletter focuses on the ongoing supply chain issues, inflation, and commodities. A reading, by Emil Kalinowski. Lyn Alden's August newsletter focuses on the ongoing supply chain issues, inflation, and commodities. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: History's Great Monetary Shortages [Ep. 111] 111 111 Reading Jeff Snider: History's Great Monetary Shortages [Ep. 111] full 9c8dca3c-d41e-47fd-9fd0-1821ef8c1979 https://share.transistor.fm/s/4fabe4ec Jeff Snider presents history's great monetary shortages -- the 14th century's Great Bullion Famine, the 20th century's Triffin's Paradox, the 21st century's Eurodollar Famine -- and how human innovation -- ghost money, eurodollar, cryptocurrency -- overcame monetary adversity. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "36mm" by Jobii at Epidemic Sound.


----------WHAT----------
Rebel Capitalist Live Q&A with Jeff: https://youtu.be/KpqaDv2RYdU


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

George's Website: https://www.georgegammon.com/
Rebel Capitalist Meetup: https://rebelcapitalistlive.com/

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
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Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Jeff Snider presents history's great monetary shortages -- the 14th century's Great Bullion Famine, the 20th century's Triffin's Paradox, the 21st century's Eurodollar Famine -- and how human innovation -- ghost money, eurodollar, cryptocurrency -- overcame monetary adversity. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "36mm" by Jobii at Epidemic Sound.


----------WHAT----------
Rebel Capitalist Live Q&A with Jeff: https://youtu.be/KpqaDv2RYdU


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

George's Website: https://www.georgegammon.com/
Rebel Capitalist Meetup: https://rebelcapitalistlive.com/

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Wed, 29 Sep 2021 07:00:00 -0400 Jeff Snider Jeff Snider 3660 History's great monetary shortages, from the 14th, 20th and 21st centuries, and how human innovation overcame monetary adversity. A reading, by Emil Kalinowski. History's great monetary shortages, from the 14th, 20th and 21st centuries, and how human innovation overcame monetary adversity. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: Liquidity Risk Concerns Given Credit Risk 'Solutions' [Ep. 110] 110 110 Reading Jeff Snider: Liquidity Risk Concerns Given Credit Risk 'Solutions' [Ep. 110] full 537cb2df-558f-4651-a2e5-9137c2f385b4 https://share.transistor.fm/s/452c5055 Jeff Snider reviews the recent Bank of Japan experience with quantitative and qualitative easing. The central bank starts off on the wrong foot, focusing on credit quality issues instead of market participants' liquidity preferences and it goes sideways from there. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "36mm" by Jobii at Epidemic Sound.


----------WHAT----------
Central Bankers Refuse to Learn QE's Obvious Lessons: https://bit.ly/3F0faOi


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Jeff Snider reviews the recent Bank of Japan experience with quantitative and qualitative easing. The central bank starts off on the wrong foot, focusing on credit quality issues instead of market participants' liquidity preferences and it goes sideways from there. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "36mm" by Jobii at Epidemic Sound.


----------WHAT----------
Central Bankers Refuse to Learn QE's Obvious Lessons: https://bit.ly/3F0faOi


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Tue, 28 Sep 2021 07:00:00 -0400 Jeff Snider Jeff Snider 1379 Jeff Snider reviews the recent Bank of Japan experience with quantitative and qualitative easing. A reading, by Emil Kalinowski. Jeff Snider reviews the recent Bank of Japan experience with quantitative and qualitative easing. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: If a Fed Taper Falls in the Woods... [Ep. 109] 109 109 Reading Jeff Snider: If a Fed Taper Falls in the Woods... [Ep. 109] full e0902fd7-cd49-4932-be96-2068ce79188b https://share.transistor.fm/s/a75d6175 The Fed's expected taper is just empty, insignificant theater. The Fed is tapering never once having answered for headwinds, false dawns, and the world’s true wealth repeatedly suffering under stagnation and decline. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Born in the 90's" by Ameryh at Epidemic Sound.


----------WHAT----------
Previewing The Taper Theater: https://bit.ly/3CEBQ4N


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
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Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> The Fed's expected taper is just empty, insignificant theater. The Fed is tapering never once having answered for headwinds, false dawns, and the world’s true wealth repeatedly suffering under stagnation and decline. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Born in the 90's" by Ameryh at Epidemic Sound.


----------WHAT----------
Previewing The Taper Theater: https://bit.ly/3CEBQ4N


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Mon, 27 Sep 2021 07:00:00 -0400 Jeff Snider Jeff Snider 960 The Fed's expected taper is just empty, insignificant theater. A reading, by Emil Kalinowski. The Fed's expected taper is just empty, insignificant theater. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Ticker Tape(r) Parade? [Ep. 108] 108 108 Ticker Tape(r) Parade? [Ep. 108] full 7c5ef267-14ff-4b5d-b633-a0293b45f41b https://share.transistor.fm/s/e7fcb7f8 PART 1: Offshore shadow money funds the global economy, but it lies in the shadows; it's off-balance sheet and off-the-regulatory-radar. A good place to get a sense of offshore shadow money is the Treasury International Capital report. Jeff Snider serves as our guide through July's data - and warnings.

PART 2: Interest rate swap spreads are negative. These 'underwater' derivatives indicate very high market demand relative to money dealer supply. So, if bank balance sheet capacity remains constrained--available only at a premium--that means there's not enough 'money' in the world economy.

PART 3: Will 2022-demand be strong enough to absorb 2021-supply surges? A review of the US inventory cycle and how global covid-related restrictions have convinced retailers, wholesalers and producers to surge goods orders. If demand isn't there, they will have over-ordered.

-----SEE EPISODE 108------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 100----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 108 REFERENCES---
Dollar Warning Update From The Islands Which Started It: https://bit.ly/3ESLFhI
PracTICal Remainders and Reminders: https://bit.ly/3kBfpr0
Hey Jay, Maybe Check The Swaps Before Committing to Taper: https://bit.ly/3ET9VjM
(WSJ) Spread on 30-Year Treasury Swaps Turns Positive: https://on.wsj.com/2XNJLxr
All Eyes On Inventory: https://bit.ly/2Wg6ty8


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins, grand marshal of editorial cartoons. Podcast intro/outro is "Digital Breath" by ELFL from Epidemic Sound.

]]> PART 1: Offshore shadow money funds the global economy, but it lies in the shadows; it's off-balance sheet and off-the-regulatory-radar. A good place to get a sense of offshore shadow money is the Treasury International Capital report. Jeff Snider serves as our guide through July's data - and warnings.

PART 2: Interest rate swap spreads are negative. These 'underwater' derivatives indicate very high market demand relative to money dealer supply. So, if bank balance sheet capacity remains constrained--available only at a premium--that means there's not enough 'money' in the world economy.

PART 3: Will 2022-demand be strong enough to absorb 2021-supply surges? A review of the US inventory cycle and how global covid-related restrictions have convinced retailers, wholesalers and producers to surge goods orders. If demand isn't there, they will have over-ordered.

-----SEE EPISODE 108------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 100----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 108 REFERENCES---
Dollar Warning Update From The Islands Which Started It: https://bit.ly/3ESLFhI
PracTICal Remainders and Reminders: https://bit.ly/3kBfpr0
Hey Jay, Maybe Check The Swaps Before Committing to Taper: https://bit.ly/3ET9VjM
(WSJ) Spread on 30-Year Treasury Swaps Turns Positive: https://on.wsj.com/2XNJLxr
All Eyes On Inventory: https://bit.ly/2Wg6ty8


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins, grand marshal of editorial cartoons. Podcast intro/outro is "Digital Breath" by ELFL from Epidemic Sound.

]]> Sun, 26 Sep 2021 18:00:00 -0400 Jeff Snider Jeff Snider 3840 Shadow money activity in July and negative interest rate swap spreads suggest a ticker tape(r) parade for the Fed is premature. Also, the US inventory cycle and 2022. Shadow money activity in July and negative interest rate swap spreads suggest a ticker tape(r) parade for the Fed is premature. Also, the US inventory cycle and 2022. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Karl Marx: The Paris Manuscripts [Ep. 107] 107 107 Reading Karl Marx: The Paris Manuscripts [Ep. 107] full 3326ae38-8d44-4ce5-900f-857f3cf74284 https://share.transistor.fm/s/ed99e25b Karl Marx, the 19th-century German philosopher, economist, historian, sociologist, political theorist, journalist and socialist revolutionary, on the confounding and inverting nature of money and wealth. A reading, by Emil Kalinowski.


----------WHO----------
Karl Marx. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Born in the 90's" by Ameryh at Epidemic Sound.


----------WHAT----------
Economic & Philosophic Manuscripts of 1844: https://bit.ly/2XG9I2c


----------WHERE----------
(Wikipedia) Economic and Philosophic Manuscripts of 1844: https://bit.ly/3hUSHs4
(SparkNote) Economic and Philosophic Manuscripts of 1844: https://bit.ly/3hZPnvV

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/


---------HEAR IT----------
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AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Karl Marx, the 19th-century German philosopher, economist, historian, sociologist, political theorist, journalist and socialist revolutionary, on the confounding and inverting nature of money and wealth. A reading, by Emil Kalinowski.


----------WHO----------
Karl Marx. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Born in the 90's" by Ameryh at Epidemic Sound.


----------WHAT----------
Economic & Philosophic Manuscripts of 1844: https://bit.ly/2XG9I2c


----------WHERE----------
(Wikipedia) Economic and Philosophic Manuscripts of 1844: https://bit.ly/3hUSHs4
(SparkNote) Economic and Philosophic Manuscripts of 1844: https://bit.ly/3hZPnvV

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/


---------HEAR IT----------
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Apple: https://apple.co/3czMcWN
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AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Sun, 26 Sep 2021 07:00:00 -0400 Jeff Snider Jeff Snider 600 Karl Marx on the confounding and inverting nature of money and wealth. A reading, by Emil Kalinowski. Karl Marx on the confounding and inverting nature of money and wealth. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Myrmikan: Real Rates Go More Negative [Ep. 106] 106 106 Reading Myrmikan: Real Rates Go More Negative [Ep. 106] full 9a99684f-2ec3-4269-a3b5-dc1f86edcb92 https://share.transistor.fm/s/c2183dad Financial historian Daniel Oliver's essay on real rates, the profligacy of the Federal Reserve, inflation and the path of nominal gold prices. A reading, by Emil Kalinowski.


----------WHO----------
Daniel Oliver of Myrmikan Capital. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Born in the 90's" by Ameryh at Epidemic Sound.


----------WHAT----------
Real Rates Go More Negative: https://bit.ly/3EG5ada


----------WHERE----------
Myrmikan: http://myrmikan.com/
Daniel Oliver: https://twitter.com/Myrmikan

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/


---------HEAR IT----------
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Financial historian Daniel Oliver's essay on real rates, the profligacy of the Federal Reserve, inflation and the path of nominal gold prices. A reading, by Emil Kalinowski.


----------WHO----------
Daniel Oliver of Myrmikan Capital. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Born in the 90's" by Ameryh at Epidemic Sound.


----------WHAT----------
Real Rates Go More Negative: https://bit.ly/3EG5ada


----------WHERE----------
Myrmikan: http://myrmikan.com/
Daniel Oliver: https://twitter.com/Myrmikan

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
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AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Sat, 25 Sep 2021 07:00:00 -0400 Jeff Snider Jeff Snider 1020 Daniel Oliver's essay on real rates, the profligacy of the Federal Reserve, inflation and gold. Daniel Oliver's essay on real rates, the profligacy of the Federal Reserve, inflation and gold. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading George Friedman: JFK & the Origin of Forever Wars [Ep. 105] 105 105 Reading George Friedman: JFK & the Origin of Forever Wars [Ep. 105] full e1e0efde-6f55-4432-b7f3-1f0409d07267 https://share.transistor.fm/s/41d9fa52 Historian and geopolitical strategist George Friedman asks, 'Why has the United States, the most powerful state (since the Roman Empire) lost three wars in the past 50 years?'  A reading, by Emil Kalinowski.


-------HEADS UP-------
In October Geopolitical Futures will do a special series on Geopolitics and Economics.  George Friedman and special guests as we dig into the socio-economics of international conflict, the relationship between a nation’s economics, military, and political aspects, and technology, innovation, and the geopolitical system.


----------WHO----------
George Friedman of Geopolitical Futures. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Born in the 90's" by Ameryh at Epidemic Sound.


----------WHAT----------
John F. Kennedy and the Origin of Wars Without End: https://bit.ly/3zvzumK


----------WHERE----------
George Friedman's Writings: https://bit.ly/3gUl7ms
George Friedman's Twitter: https://twitter.com/George_Friedman

Geopolitical Futures: https://geopoliticalfutures.com/
Geopolitical Futures Twitter: https://twitter.com/gpfutures

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/


---------HEAR IT----------
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Apple: https://apple.co/3czMcWN
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Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Historian and geopolitical strategist George Friedman asks, 'Why has the United States, the most powerful state (since the Roman Empire) lost three wars in the past 50 years?'  A reading, by Emil Kalinowski.


-------HEADS UP-------
In October Geopolitical Futures will do a special series on Geopolitics and Economics.  George Friedman and special guests as we dig into the socio-economics of international conflict, the relationship between a nation’s economics, military, and political aspects, and technology, innovation, and the geopolitical system.


----------WHO----------
George Friedman of Geopolitical Futures. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Born in the 90's" by Ameryh at Epidemic Sound.


----------WHAT----------
John F. Kennedy and the Origin of Wars Without End: https://bit.ly/3zvzumK


----------WHERE----------
George Friedman's Writings: https://bit.ly/3gUl7ms
George Friedman's Twitter: https://twitter.com/George_Friedman

Geopolitical Futures: https://geopoliticalfutures.com/
Geopolitical Futures Twitter: https://twitter.com/gpfutures

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
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Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Fri, 24 Sep 2021 07:00:00 -0400 Jeff Snider Jeff Snider 840 Why has the United States lost three wars in the past 50 years? Why has the United States lost three wars in the past 50 years? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: PracTICal Remainders and Reminders [Ep. 104] 104 104 Reading Jeff Snider: PracTICal Remainders and Reminders [Ep. 104] full f642ac11-a8c0-48a8-860f-1b5f5436bd1d https://share.transistor.fm/s/5b1e1b5b A review of August's Treasury International Capital data. The chief benefit is, unlike most who don’t know or can’t read the data, which is pretty much everyone, you at least know in which direction to start looking. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Born in the 90's" by Ameryh at Epidemic Sound.


----------WHAT----------
PracTICal Remainders and Reminders: https://bit.ly/3u98BnX


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> A review of August's Treasury International Capital data. The chief benefit is, unlike most who don’t know or can’t read the data, which is pretty much everyone, you at least know in which direction to start looking. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Born in the 90's" by Ameryh at Epidemic Sound.


----------WHAT----------
PracTICal Remainders and Reminders: https://bit.ly/3u98BnX


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
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AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Thu, 23 Sep 2021 07:00:00 -0400 Jeff Snider Jeff Snider 780 A review of August's Treasury International Capital data. The chief benefit is, unlike most who don’t know or can’t read the data, you at least know in which direction to start looking. A review of August's Treasury International Capital data. The chief benefit is, unlike most who don’t know or can’t read the data, you at least know in which direction to start looking. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: Evergrande isn't Lehman but (another) Bear Stearns [Ep. 103] 103 103 Reading Jeff Snider: Evergrande isn't Lehman but (another) Bear Stearns [Ep. 103] full 660694ae-0ed7-4290-9ebd-aa811bea8ea0 https://share.transistor.fm/s/cecdc28f The mainstream media is asking if China's property developer imminent demise will be the "Lehman" moment. Unlikely. It's more likely this will be yet another Chinese Bear Stearns. The first? Shanghai Chaori Solar. In 2013. This is no new development catching authorities offguard. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Born in the 90's" by Ameryh at Epidemic Sound.


----------WHAT----------
China’s Managed Decline Ain’t Ever To Be Grand(e), It’s (euro)Dollars: https://bit.ly/3AtwqJr


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
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Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
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Breaker: https://bit.ly/2CpHAFO
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Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> The mainstream media is asking if China's property developer imminent demise will be the "Lehman" moment. Unlikely. It's more likely this will be yet another Chinese Bear Stearns. The first? Shanghai Chaori Solar. In 2013. This is no new development catching authorities offguard. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Born in the 90's" by Ameryh at Epidemic Sound.


----------WHAT----------
China’s Managed Decline Ain’t Ever To Be Grand(e), It’s (euro)Dollars: https://bit.ly/3AtwqJr


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Wed, 22 Sep 2021 07:00:00 -0400 Jeff Snider Jeff Snider 1020 The mainstream media is asking if China's property developer imminent demise will be the "Lehman" moment. Unlikely. It's more likely this will be yet another Chinese Bear Stearns. The mainstream media is asking if China's property developer imminent demise will be the "Lehman" moment. Unlikely. It's more likely this will be yet another Chinese Bear Stearns. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: The Caribbean's Dollar Warning [Ep. 102] 102 102 Reading Jeff Snider: The Caribbean's Dollar Warning [Ep. 102] full b3ba2b0e-f688-411a-b209-0e0b5e0bfb30 https://share.transistor.fm/s/a7abe81c Central bankers had a choice in the 1970s: follow the offshore money, diving headfirst down the rabbit hole; or, ignore it entirely, pretend none of this exists, and then hope by stroke of luck it won’t matter. We’re still paying for the ignorance and dereliction. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Born in the 90's" by Ameryh at Epidemic Sound.


----------WHAT----------
Dollar Warning Update From The Islands Which Started It: https://bit.ly/3zBCezn


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
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iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
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Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Central bankers had a choice in the 1970s: follow the offshore money, diving headfirst down the rabbit hole; or, ignore it entirely, pretend none of this exists, and then hope by stroke of luck it won’t matter. We’re still paying for the ignorance and dereliction. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Born in the 90's" by Ameryh at Epidemic Sound.


----------WHAT----------
Dollar Warning Update From The Islands Which Started It: https://bit.ly/3zBCezn


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Tue, 21 Sep 2021 10:00:00 -0400 Jeff Snider Jeff Snider 960 A reading, by Emil Kalinowski. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider: There's Too Little Money Now [Ep. 101] 101 101 Reading Jeff Snider: There's Too Little Money Now [Ep. 101] full 6fc122d4-130e-4d11-986f-150aaeb3197c https://share.transistor.fm/s/5f7f6ce3 It’s becoming too obvious to keep overlooking Keynes' statement when little credit-collateral-money, "is...available our wealth suffers stagnation or decline.” The problem is hardly anyone knows what just why there might be so little. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Born in the 90's" by Ameryh at Epidemic Sound.


----------WHAT----------
They're Ignoring That There's Too Little Money Now: https://bit.ly/3u7So2l


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> It’s becoming too obvious to keep overlooking Keynes' statement when little credit-collateral-money, "is...available our wealth suffers stagnation or decline.” The problem is hardly anyone knows what just why there might be so little. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Born in the 90's" by Ameryh at Epidemic Sound.


----------WHAT----------
They're Ignoring That There's Too Little Money Now: https://bit.ly/3u7So2l


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Mon, 20 Sep 2021 10:00:00 -0400 Jeff Snider Jeff Snider 1260 Keynes said that when too little money, "is...available our wealth suffers stagnation or decline.” The problem is hardly anyone knows just why there might be so little. A reading, by Emil Kalinowski. Keynes said that when too little money, "is...available our wealth suffers stagnation or decline.” The problem is hardly anyone knows just why there might be so little. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Inflation is not a Price Increase [Ep. 100] 100 100 Inflation is not a Price Increase [Ep. 100] full a351e7ad-6d02-4bad-8951-1c71636eddcb https://share.transistor.fm/s/99223afb PART 01: Producer prices in the US are elevated, but decelerating. They're elevated because of demand surges, supply shocks and logistics snarls - all TRANSITORY factors. Producer prices ARE NOT elevated because of permanent, pervasive central bank or government inflationary action.

PART 02: Consumer prices in the US are elevated, but decelerating. They're elevated because of demand surges, supply shocks and logistics snarls - all TRANSITORY factors. Consumer prices ARE NOT elevated because of permanent, pervasive central bank or government inflationary action.

PART 03: Import and export prices are elevated in the US, but decelerating. They're high because of demand surges, supply shocks and logistics snarls - all TRANSITORY factors. Import/export prices ARE NOT elevated because of permanent, pervasive central bank or government inflationary action.

-----SEE EPISODE 100------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL

-----HEAR EPISODE 100----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

----EP. 100a REFERENCES---
The Non-Charitable economics of (Not) Inflation: https://bit.ly/3EpQA9r
CPI Comes ‘Home’ To The Other Side of Inverted TIPS: https://bit.ly/3tPG3j5
First Transitory In Producers, Then More For Consumers, Now A Negative For Import Prices: https://bit.ly/2YZ0uP1
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7

-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by the complex pencil himself, David Parkins. Podcast intro/outro is "The Kill" by Particle House feat. Le June from Epidemic Sound.

]]> PART 01: Producer prices in the US are elevated, but decelerating. They're elevated because of demand surges, supply shocks and logistics snarls - all TRANSITORY factors. Producer prices ARE NOT elevated because of permanent, pervasive central bank or government inflationary action.

PART 02: Consumer prices in the US are elevated, but decelerating. They're elevated because of demand surges, supply shocks and logistics snarls - all TRANSITORY factors. Consumer prices ARE NOT elevated because of permanent, pervasive central bank or government inflationary action.

PART 03: Import and export prices are elevated in the US, but decelerating. They're high because of demand surges, supply shocks and logistics snarls - all TRANSITORY factors. Import/export prices ARE NOT elevated because of permanent, pervasive central bank or government inflationary action.

-----SEE EPISODE 100------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL

-----HEAR EPISODE 100----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

----EP. 100a REFERENCES---
The Non-Charitable economics of (Not) Inflation: https://bit.ly/3EpQA9r
CPI Comes ‘Home’ To The Other Side of Inverted TIPS: https://bit.ly/3tPG3j5
First Transitory In Producers, Then More For Consumers, Now A Negative For Import Prices: https://bit.ly/2YZ0uP1
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7

-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by the complex pencil himself, David Parkins. Podcast intro/outro is "The Kill" by Particle House feat. Le June from Epidemic Sound.

]]> Sun, 19 Sep 2021 13:37:26 -0400 Jeff Snider Jeff Snider 4080 A review of August's US CPI, PPI and import prices leads to a discussion about the difference between supply/demand shocks and monetary/fiscal inflation. A review of August's US CPI, PPI and import prices leads to a discussion about the difference between supply/demand shocks and monetary/fiscal inflation. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Labor Shortage: The Fed's Get Out Of Jail Free Card [Ep. 99] 99 99 Labor Shortage: The Fed's Get Out Of Jail Free Card [Ep. 99] full 7ebbee98-dba9-4677-bf70-9109b8115403 https://share.transistor.fm/s/3cd4f1b9 PART 1: 'Maybe the economy isn't in as good a condition as you economists / academics / technocrats think it is,' says the labor force participation rate.  'The economy is in fantastic shape,' says the unemployment rate.  Which one is correct?

PART 2: Labor shortages are normal, at the microscale, from time to time, in this or that industry. Yet since 2008, establishment economists use "labor shortage" as an excuse to: A) support a misleadingly low unemployment rate and, B) explain away the participation problem.

PART 3: In 1971, US Treasury Secretary John Connally told a group of European finance ministers that the US dollar "is our currency, but your problem." Half a century later, the problem has grown bigger encompassing the whole world. A world that is short of dollars.


-----SEE EPISODE 99-------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 99-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 99 REFERENCES----
Just In Time For Labor Day: It’s Not Payrolls Missing The Mark By Such A Wide Margin: https://bit.ly/3lc1k2j
Bad-Monetary-Joke Twitter: https://bit.ly/3A3RHZN
Turning The LABOR SHORTAGE Up to 11: https://bit.ly/3hifOww
The Eurodollar’s Nose: https://bit.ly/2X6LApB
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by the top hat of illustrated monetary satire, David Parkins. Podcast intro/outro is "Nite Glo" by Molife from Epidemic Sound.

]]> PART 1: 'Maybe the economy isn't in as good a condition as you economists / academics / technocrats think it is,' says the labor force participation rate.  'The economy is in fantastic shape,' says the unemployment rate.  Which one is correct?

PART 2: Labor shortages are normal, at the microscale, from time to time, in this or that industry. Yet since 2008, establishment economists use "labor shortage" as an excuse to: A) support a misleadingly low unemployment rate and, B) explain away the participation problem.

PART 3: In 1971, US Treasury Secretary John Connally told a group of European finance ministers that the US dollar "is our currency, but your problem." Half a century later, the problem has grown bigger encompassing the whole world. A world that is short of dollars.


-----SEE EPISODE 99-------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 99-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 99 REFERENCES----
Just In Time For Labor Day: It’s Not Payrolls Missing The Mark By Such A Wide Margin: https://bit.ly/3lc1k2j
Bad-Monetary-Joke Twitter: https://bit.ly/3A3RHZN
Turning The LABOR SHORTAGE Up to 11: https://bit.ly/3hifOww
The Eurodollar’s Nose: https://bit.ly/2X6LApB
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by the top hat of illustrated monetary satire, David Parkins. Podcast intro/outro is "Nite Glo" by Molife from Epidemic Sound.

]]> Mon, 13 Sep 2021 07:10:12 -0400 Jeff Snider Jeff Snider 4380 Labor force participation versus unemployment. Also, labor shortages - are they what we're told? Lastly, the US dollar continues to gain value - a bad sign for the global economy. Labor force participation versus unemployment. Also, labor shortages - are they what we're told? Lastly, the US dollar continues to gain value - a bad sign for the global economy. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Wisdom of the Crowds [Ep. 98] 98 98 Wisdom of the Crowds [Ep. 98] full df94c9ba-5338-4300-afae-0d63e768b85f https://share.transistor.fm/s/3fc5c9d2 PART 01: A lousy labor market report for August is being blamed on a "labor shortage". Also, 'lazy Americans' and 'the delta'. But the real problem is that businesses will not pay a market-clearing wage to hire the workers they need. Why not? Because the economy is lousy.

PART 02: A long-standing NBC News Survey shows John & Jane Q. Public perceive the economy's condition BETTER than economists who anchor to the unemployment rate. Since 2005, US citizens have sensed each global dollar squeeze. They may be noticing another one, right now.

PART 03: Lightning round review of the: Australian dollar, Chinese yuan, gold-silver ratio, Federal Reserve's reverse repo program, European Central Bank's symmetric inflation target and natural gas. Also, the House of Lords questions the Bank of England's use of QE.


-----SEE EPISODE 98-------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 98-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 98a REFERENCES----
Yes And No Taper To Labor (and inflation): https://bit.ly/38E77YJ

----EP. 98b REFERENCES----
They’ve Lost That Loving Feeling: https://bit.ly/3zJ6sB3
NBC News Survey Study #210188: https://bit.ly/3n5o0Ec

----EP. 98c REFERENCES----
China, Australia, and The European Way Into Reverse Repo: https://bit.ly/2WYpuFr
ECB: The new monetary policy strategy: implications for rate forward guidance: https://bit.ly/3h2hlXm
Finally, QuEstioning ‘Easy Money’: https://bit.ly/3h2hlXm
Quantitative easing: a dangerous addiction?: https://bit.ly/3tmCUa7
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by the pen of the people, David Parkins.  Podcast intro/outro is "UntrainedEye" by _91nova from Epidemic Sound.

]]> PART 01: A lousy labor market report for August is being blamed on a "labor shortage". Also, 'lazy Americans' and 'the delta'. But the real problem is that businesses will not pay a market-clearing wage to hire the workers they need. Why not? Because the economy is lousy.

PART 02: A long-standing NBC News Survey shows John & Jane Q. Public perceive the economy's condition BETTER than economists who anchor to the unemployment rate. Since 2005, US citizens have sensed each global dollar squeeze. They may be noticing another one, right now.

PART 03: Lightning round review of the: Australian dollar, Chinese yuan, gold-silver ratio, Federal Reserve's reverse repo program, European Central Bank's symmetric inflation target and natural gas. Also, the House of Lords questions the Bank of England's use of QE.


-----SEE EPISODE 98-------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 98-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 98a REFERENCES----
Yes And No Taper To Labor (and inflation): https://bit.ly/38E77YJ

----EP. 98b REFERENCES----
They’ve Lost That Loving Feeling: https://bit.ly/3zJ6sB3
NBC News Survey Study #210188: https://bit.ly/3n5o0Ec

----EP. 98c REFERENCES----
China, Australia, and The European Way Into Reverse Repo: https://bit.ly/2WYpuFr
ECB: The new monetary policy strategy: implications for rate forward guidance: https://bit.ly/3h2hlXm
Finally, QuEstioning ‘Easy Money’: https://bit.ly/3h2hlXm
Quantitative easing: a dangerous addiction?: https://bit.ly/3tmCUa7
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by the pen of the people, David Parkins.  Podcast intro/outro is "UntrainedEye" by _91nova from Epidemic Sound.

]]> Sun, 05 Sep 2021 17:32:04 -0400 Jeff Snider Jeff Snider 4380 We cover three topics this week. Firstly, America's labor shortage (does it exist?). Secondly, a NBC News Poll Shows Economic Wisdom of the Crowds. And lastly, a lightning round review of AUD, CNY, Au/Ag, RRP, ECB, NG1, BoE and QE. We cover three topics this week. Firstly, America's labor shortage (does it exist?). Secondly, a NBC News Poll Shows Economic Wisdom of the Crowds. And lastly, a lightning round review of AUD, CNY, Au/Ag, RRP, ECB, NG1, BoE and QE. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Taper (but no) Tantrum! Why not? [Ep. 97] 97 97 Taper (but no) Tantrum! Why not? [Ep. 97] full 7182cfb4-e841-4194-9828-2645db1e695b https://share.transistor.fm/s/5ebe15c3 Jay Powell announced his central bank is satisfied (enough) with the economy's direction. Thus, the Fed will soon be 'tapering'; lessening the 'monetary stimulus'. What did bond-money markets say? Did they have a tantrum? No, because they don't believe what Jay believes.


-----SEE EPISODE 97-------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 97-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 97 TOPICS--------
00:10 Intro: Jay Powell announced it anticipates its purchases of US Treasury bonds will slow.
00:48 Financial press puts the Federal Reserve upon a pedestal of omnipotence, competence.
03:29 A previous Fed "taper", in 2013, resulted in a so-called tantrum. But was it, really?
08:13 Knut Wicksell told us 114 years ago that rising interest rates signal a healthy economy.
10:34 Markets are not considered reliable leading indicators by technocrats at the Fed.
13:24 Leading market indicators include: sovereign bonds, eurodollar futures, the US dollar.
14:57 In mid-August it was clear there would be no tantrum if there ever was a taper.
18:16 Fed officials demurred to define what maximum employment is last year, but now...
20:11 (Fed officials believe that inflation surges are and will be transitory; so does Jeff).
21:01 ...but now, Fed officials believe maximum employment is within sight; achievable.
22:34 Maximum employment will be considered only after Fed inflationary targets are achieved.
25:42 The US labor force participation rate may not return to pre-pandemic conditions.
29:49 The US unemployment rate has detached itself from the US participation rate.
32:31 Mainstream expectations were for rising US Treasury yields after the Fed's taper news.
38:30 Bond yields did not rise after the taper announcement -- no tantrum.
40:38 US debt ceiling deadlines (2011, 2013, 217) caused/correlated with monetary turbulence.


----EP. 97 REFERENCES----
Tapering The Truth: https://bit.ly/38oyvcW
Taper *Without* Tantrum: https://bit.ly/38sdMVH
The Fed’s True Love: He Tapers Me, He Tapers Me Not: https://bit.ly/3yrOaCT
As Fed Focuses on Taper, It’s About To Get (a lot?) More Interesting In Bills: https://bit.ly/38n2Sk8
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski.  Art by David Parkins.  Podcast intro/outro is "1AM OMW" by Ballpoint from Epidemic Sound.

]]> Jay Powell announced his central bank is satisfied (enough) with the economy's direction. Thus, the Fed will soon be 'tapering'; lessening the 'monetary stimulus'. What did bond-money markets say? Did they have a tantrum? No, because they don't believe what Jay believes.


-----SEE EPISODE 97-------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 97-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 97 TOPICS--------
00:10 Intro: Jay Powell announced it anticipates its purchases of US Treasury bonds will slow.
00:48 Financial press puts the Federal Reserve upon a pedestal of omnipotence, competence.
03:29 A previous Fed "taper", in 2013, resulted in a so-called tantrum. But was it, really?
08:13 Knut Wicksell told us 114 years ago that rising interest rates signal a healthy economy.
10:34 Markets are not considered reliable leading indicators by technocrats at the Fed.
13:24 Leading market indicators include: sovereign bonds, eurodollar futures, the US dollar.
14:57 In mid-August it was clear there would be no tantrum if there ever was a taper.
18:16 Fed officials demurred to define what maximum employment is last year, but now...
20:11 (Fed officials believe that inflation surges are and will be transitory; so does Jeff).
21:01 ...but now, Fed officials believe maximum employment is within sight; achievable.
22:34 Maximum employment will be considered only after Fed inflationary targets are achieved.
25:42 The US labor force participation rate may not return to pre-pandemic conditions.
29:49 The US unemployment rate has detached itself from the US participation rate.
32:31 Mainstream expectations were for rising US Treasury yields after the Fed's taper news.
38:30 Bond yields did not rise after the taper announcement -- no tantrum.
40:38 US debt ceiling deadlines (2011, 2013, 217) caused/correlated with monetary turbulence.


----EP. 97 REFERENCES----
Tapering The Truth: https://bit.ly/38oyvcW
Taper *Without* Tantrum: https://bit.ly/38sdMVH
The Fed’s True Love: He Tapers Me, He Tapers Me Not: https://bit.ly/3yrOaCT
As Fed Focuses on Taper, It’s About To Get (a lot?) More Interesting In Bills: https://bit.ly/38n2Sk8
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski.  Art by David Parkins.  Podcast intro/outro is "1AM OMW" by Ballpoint from Epidemic Sound.

]]> Mon, 30 Aug 2021 15:05:31 -0400 Jeff Snider Jeff Snider 3000 Jay Powell announced his central bank is satisfied (enough) with the economy's direction. Thus, the Fed will soon be 'tapering'; lessening the 'monetary stimulus'. What did bond-money markets say? Did they have a tantrum? No, because they don't believe what Jay believes. Jay Powell announced his central bank is satisfied (enough) with the economy's direction. Thus, the Fed will soon be 'tapering'; lessening the 'monetary stimulus'. What did bond-money markets say? Did they have a tantrum? No, because they don't believe wh Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The dogs bark, but the caravan goes on... [Ep. 96] 96 96 The dogs bark, but the caravan goes on... [Ep. 96] full fe914379-cb14-4acc-92bc-4ac4a1ed4526 https://share.transistor.fm/s/6548441a PART 01: What did the Federal Reserve think about gold and the Nixon Shock in 1971? According to the transcripts they didn't think much about gold, neither pre- nor post-announcement. The Fed did not see the move as a release from its 'golden fetters' so as to dominate the monetary order.

PART 02: The US Treasury Department released their Treasury International Capital, one of the keyholes analysts can look through to get a sense what is happening in the eurodollar system. Jeff Snider explains three items that caught his attention. Three concerns.

PART 03: German financiers and American consumers reported HISTORIC DROPS in optimism in August. Meanwhile, in Britain and Japan, consumer confidence remains steady though both nations are reporting they intend to consume less. 'Not great, Bob!'


-----SEE EPISODE 96-------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 96-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


-----EP. 96 REFERENCES----
The Two Big Anniversaries of August: The Lost Decade (plus) Of The ‘Fiat’ Half Century: https://bit.ly/3gkpENP
A TIC Trio of More Serious Deflation Potential: Asset Rebound, Banks Can’t Borrow T-bills From Foreigners, And The China Cringe Which Goes Along: https://bit.ly/3zjhBs0
Germans Got Global: https://bit.ly/3D6sCPW
The Third Of The Transitory Inflation Trifecta And Today’s Surprisingly Consistent Ugly Surprise: https://bit.ly/3mmSoJY
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by lead Bedouin driving the camel train of monetary satire, David Parkins.  Podcast intro/outro is "Multidimensional" by Sarah, the Illstrumentalist from Epidemic Sound.

]]> PART 01: What did the Federal Reserve think about gold and the Nixon Shock in 1971? According to the transcripts they didn't think much about gold, neither pre- nor post-announcement. The Fed did not see the move as a release from its 'golden fetters' so as to dominate the monetary order.

PART 02: The US Treasury Department released their Treasury International Capital, one of the keyholes analysts can look through to get a sense what is happening in the eurodollar system. Jeff Snider explains three items that caught his attention. Three concerns.

PART 03: German financiers and American consumers reported HISTORIC DROPS in optimism in August. Meanwhile, in Britain and Japan, consumer confidence remains steady though both nations are reporting they intend to consume less. 'Not great, Bob!'


-----SEE EPISODE 96-------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 96-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


-----EP. 96 REFERENCES----
The Two Big Anniversaries of August: The Lost Decade (plus) Of The ‘Fiat’ Half Century: https://bit.ly/3gkpENP
A TIC Trio of More Serious Deflation Potential: Asset Rebound, Banks Can’t Borrow T-bills From Foreigners, And The China Cringe Which Goes Along: https://bit.ly/3zjhBs0
Germans Got Global: https://bit.ly/3D6sCPW
The Third Of The Transitory Inflation Trifecta And Today’s Surprisingly Consistent Ugly Surprise: https://bit.ly/3mmSoJY
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by lead Bedouin driving the camel train of monetary satire, David Parkins.  Podcast intro/outro is "Multidimensional" by Sarah, the Illstrumentalist from Epidemic Sound.

]]> Sun, 22 Aug 2021 09:01:25 -0400 Jeff Snider Jeff Snider 4560 "The dogs bark, but the caravan goes on..." is a phrase that captures perfectly the recent taper talk by governors and presidents of the Federal Reserve. "Recovery!" woof woof. "Robust!" bark bark. But the caravan? It cannot move on, in fact it is clearer with every passing week that the global economy as Bedouin camel train is entering quicksand. "The dogs bark, but the caravan goes on..." is a phrase that captures perfectly the recent taper talk by governors and presidents of the Federal Reserve. "Recovery!" woof woof. "Robust!" bark bark. But the caravan? It cannot move on, in fact it is cle Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Omens of Bad Luck [Ep. 95] 95 95 Omens of Bad Luck [Ep. 95] full c33594c7-b5d6-4f58-babd-9506c3a13c0f https://share.transistor.fm/s/af7457ba PART 01: Inflation is a broad, sustained monetary phenomenon. Price deviations in a narrow set of economic sectors, though they last months, are just that: price deviations. Today's high CPI-readings will in all likelihood subsumed by the global monetary disorder, like in 2008 and 2011.

PART 02: A review of July's HUGE increase in consumer prices. We conclude these price surges are due to supply problems, base comparison effects and mostly Uncle Sam stimmy checks. None of which are permanent changes to the situation of monetary malfunction and economic depression.

PART 03: In 1998 the Bank of England completed its transformation from "central bank" to "economist club" - the two are not synonymous. The former defines, identifies, measures and maps money-credit-collateral. The latter is a narrative machine.


-----SEE EPISODE 95-------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 95-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


-----EP. 95 REFERENCES----
There Is So Much, Too Much, Just Enough the Same: https://bit.ly/37Iluus
Inflation More Than Hints ‘Transitory’: https://bit.ly/3iQc9aD
The Money Is 'Double Missing' Thanks to Economists: https://bit.ly/3yHqKKR
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Dress Code: Black" by oomiee from Epidemic Sound.

]]> PART 01: Inflation is a broad, sustained monetary phenomenon. Price deviations in a narrow set of economic sectors, though they last months, are just that: price deviations. Today's high CPI-readings will in all likelihood subsumed by the global monetary disorder, like in 2008 and 2011.

PART 02: A review of July's HUGE increase in consumer prices. We conclude these price surges are due to supply problems, base comparison effects and mostly Uncle Sam stimmy checks. None of which are permanent changes to the situation of monetary malfunction and economic depression.

PART 03: In 1998 the Bank of England completed its transformation from "central bank" to "economist club" - the two are not synonymous. The former defines, identifies, measures and maps money-credit-collateral. The latter is a narrative machine.


-----SEE EPISODE 95-------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 95-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


-----EP. 95 REFERENCES----
There Is So Much, Too Much, Just Enough the Same: https://bit.ly/37Iluus
Inflation More Than Hints ‘Transitory’: https://bit.ly/3iQc9aD
The Money Is 'Double Missing' Thanks to Economists: https://bit.ly/3yHqKKR
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Dress Code: Black" by oomiee from Epidemic Sound.

]]> Mon, 16 Aug 2021 11:28:00 -0400 Jeff Snider Jeff Snider 4320 Why Do High CPI Readings NOT Mean Inflation? || Transitory inflation? No, already TRANSITIONED! || Bank of England: Economist Club, NOT a Central Bank Why Do High CPI Readings NOT Mean Inflation? || Transitory inflation? No, already TRANSITIONED! || Bank of England: Economist Club, NOT a Central Bank Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Let them Eat SDRs 94 94 Let them Eat SDRs full 63ea638d-364c-4bcb-8967-bf8633d5086e https://share.transistor.fm/s/2ca10e21 PART 01: Fifty years ago the "Nixon Shock" closed the 'Gold Window' on "international speculators" and killed the Bretton Woods gold exchange era. That's what we're told. Actually, Bretton Woods died a decade (or more!) earlier; it's just that we only noticed in 1971.

PART 02: The IMF will 'print' $650 billion -- BILLION! -- in SDR-money to help with global liquidity. BIG numbers! BIG Deal! But we've heard this before from the IMF, like in 2009, their last BIGGEST EVER allocation, which was as effective as QE1, QE2, QE3, QE4, QE5, QE6...

PART 03: "This might be one of the biggest downward revisions I have ever observed," says Jeff Snider. The benchmark revision to Real Personal Income ERASED billions of dollars in presumed earnings from US workers since 2015, and especially in 2020 to 2021. "Truly stunning."


-----SEE EPISODE 94-------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 94-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 94a REFERENCES----
No Matter What They Say, the Future Isn't Inflationary: https://bit.ly/3AjfK6N
RealClear Markets Essays: https://bit.ly/38tL5a7

----EP. 94b REFERENCES----
Sophistry Dressed (as) Reallocation: https://bit.ly/3rZOhUM
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin

----EP. 94c REFERENCES----
Inflation Estimates (PCE) *Totally* Overshadowed By Benchmark Income Revisions, And The (Deflationary) Implications of Them: https://bit.ly/3yB5JkY


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Sweet Distraction" by Ealot from Epidemic Sound.

]]> PART 01: Fifty years ago the "Nixon Shock" closed the 'Gold Window' on "international speculators" and killed the Bretton Woods gold exchange era. That's what we're told. Actually, Bretton Woods died a decade (or more!) earlier; it's just that we only noticed in 1971.

PART 02: The IMF will 'print' $650 billion -- BILLION! -- in SDR-money to help with global liquidity. BIG numbers! BIG Deal! But we've heard this before from the IMF, like in 2009, their last BIGGEST EVER allocation, which was as effective as QE1, QE2, QE3, QE4, QE5, QE6...

PART 03: "This might be one of the biggest downward revisions I have ever observed," says Jeff Snider. The benchmark revision to Real Personal Income ERASED billions of dollars in presumed earnings from US workers since 2015, and especially in 2020 to 2021. "Truly stunning."


-----SEE EPISODE 94-------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 94-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 94a REFERENCES----
No Matter What They Say, the Future Isn't Inflationary: https://bit.ly/3AjfK6N
RealClear Markets Essays: https://bit.ly/38tL5a7

----EP. 94b REFERENCES----
Sophistry Dressed (as) Reallocation: https://bit.ly/3rZOhUM
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin

----EP. 94c REFERENCES----
Inflation Estimates (PCE) *Totally* Overshadowed By Benchmark Income Revisions, And The (Deflationary) Implications of Them: https://bit.ly/3yB5JkY


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Sweet Distraction" by Ealot from Epidemic Sound.

]]> Sun, 08 Aug 2021 13:37:56 -0400 Jeff Snider Jeff Snider 3840 Nixon didn't kill Bretton Woods; SDRs are like QE; Americans earned less than believed Nixon didn't kill Bretton Woods; SDRs are like QE; Americans earned less than believed Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Out of the Frying Pan Recession and into... 93 93 Out of the Frying Pan Recession and into... full 4b4f0e95-03fe-4ca2-ae2b-b04c1a99af0b https://share.transistor.fm/s/bf627393 PART 01: Gold Slams! Rapid, huge sales in early morning hours are warnings about a malfunction deep within the plumbing of global capital flows. They're also multi-week, precipitous price declines. We review the last few months of gold price to triangulate if the pipes are rattling warnings.

PART 02: Foreigners were heavily selling US Treasuries in May 2021. Is this a GEOPOLITICAL plot? Is America's BANKRUPTCY imminent?!? Almost certainly not. We review the LONG HISTORY of foreigners selling US Treasuries in acute periods of dollar shortage. May's selling is a monetary warning.

PART 03: America's Covids Recession lasted only two months, says the National Bureau of Economic Research. But what if it wasn't a recession? What if 2007-09 wasn't a recession either? What if 2007-21 has been a depression? The Silent Depression.


-----SEE EPISODE 93-------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 93-----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 93a REFERENCES----
Golden Collateral Checking: https://bit.ly/3j7HKmS
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin

----EP. 93b REFERENCES----
Yet Another Key Warning Sign, Piece Of Strong Evidence: TIC & The Long Misunderstood History of Selling Treasuries: https://bit.ly/3yezqrV
RealClear Markets Essays: https://bit.ly/38tL5a7

----EP. 93c REFERENCES----
The Contraction Is Over, Which Means The Hard Part Only Begins
NBER Business Cycle FAQ: https://bit.ly/2TQqIkM


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "MUNEY" by Beiba from Epidemic Sound.

]]> PART 01: Gold Slams! Rapid, huge sales in early morning hours are warnings about a malfunction deep within the plumbing of global capital flows. They're also multi-week, precipitous price declines. We review the last few months of gold price to triangulate if the pipes are rattling warnings.

PART 02: Foreigners were heavily selling US Treasuries in May 2021. Is this a GEOPOLITICAL plot? Is America's BANKRUPTCY imminent?!? Almost certainly not. We review the LONG HISTORY of foreigners selling US Treasuries in acute periods of dollar shortage. May's selling is a monetary warning.

PART 03: America's Covids Recession lasted only two months, says the National Bureau of Economic Research. But what if it wasn't a recession? What if 2007-09 wasn't a recession either? What if 2007-21 has been a depression? The Silent Depression.


-----SEE EPISODE 93-------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


-----HEAR EPISODE 93-----
Vurbl: https://bit.ly/3rq4dPn
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PodcastAddict: https://bit.ly/2V39Xjr


----EP. 93a REFERENCES----
Golden Collateral Checking: https://bit.ly/3j7HKmS
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin

----EP. 93b REFERENCES----
Yet Another Key Warning Sign, Piece Of Strong Evidence: TIC & The Long Misunderstood History of Selling Treasuries: https://bit.ly/3yezqrV
RealClear Markets Essays: https://bit.ly/38tL5a7

----EP. 93c REFERENCES----
The Contraction Is Over, Which Means The Hard Part Only Begins
NBER Business Cycle FAQ: https://bit.ly/2TQqIkM


-----------WHO-------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "MUNEY" by Beiba from Epidemic Sound.

]]> Mon, 02 Aug 2021 12:02:08 -0400 Jeff Snider Jeff Snider 5340 Episode 93 Topics: gold, foreigners selling Treasuries and the NBER pronouncing recession's over. Episode 93 Topics: gold, foreigners selling Treasuries and the NBER pronouncing recession's over. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What FRONTLINE got SO wrong about the Fed 92 92 What FRONTLINE got SO wrong about the Fed full e12f524c-c81c-4360-a2df-850f9d076651 https://share.transistor.fm/s/86e7ff52 FRONTLINE critiques the Fed for showering big banks, big business and Wall Street with easy money, which reached neither the real economy nor the vast majority of Americans. Yes to the latter, but no-no-no-no to the former.


----SEE EPISODE 92-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR EPISODE 92----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 92 TOPICS--------
00:00:10 Frontline: the Fed is pumping billions of dollars into the financial system.
00:01:46 Frontline: the Fed is powerful and misunderstood.
00:04:58 Frontline: speculators crashed the system and the Fed rescued it.
00:12:24 Frontline: the Fed came up with the idea of quantitative easing.
00:14:38 Frontline: QE's purpose was to lower interest rates.
00:18:14 Frontline: QE was to increase credit to the economy.
00:20:33 Frontline: QE was a new experiment because Fed officials said it was.
00:23:48 Frontline: QE flooded the economy with easy money.
00:26:40 Frontline: QE powered the stock market.
00:33:40 Frontline: QE disconnected stocks from the real economy.
00:35:42 Frontline: QE didn't fix the economy because banks didn't allow it.
00:40:50 Frontline: QE2 was necessary because the Tea Party hobbled Congress.
00:47:10 Frontline: QE caused inequality because money went to banks.
00:59:33 Frontline: Wall St. was so addicted to QE it had a taper tantrum in 2013.
01:03:19 Frontline: QE helped the rich. KASHKARI: We were helping the people.
01:10:17 Frontline: QE gave easy money to corporates who used it to buy back company stock.
01:17:51 Frontline: Shadow banks gorged on easy money, increasing system fragility.
01:22:31 Frontline: In 2020 the Fed saved the world from a true depression.
01:26:01 Frontline: The Fed saved risky parts of the financial system, like junk bonds.
01:30:56 Concluding thoughts on the Frontline episode, central banking and the media.


----EP. 92 REFERENCES----
FRONTLINE The Power of the Fed: https://youtu.be/9RbL8lTsITY
The Power of the Fed (transcript) : https://to.pbs.org/3zC3HBn
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7
 

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Electro Animal" by Oh the City from Epidemic Sound.

]]> FRONTLINE critiques the Fed for showering big banks, big business and Wall Street with easy money, which reached neither the real economy nor the vast majority of Americans. Yes to the latter, but no-no-no-no to the former.


----SEE EPISODE 92-----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR EPISODE 92----
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
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Google: https://bit.ly/3e2Z48M
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SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP. 92 TOPICS--------
00:00:10 Frontline: the Fed is pumping billions of dollars into the financial system.
00:01:46 Frontline: the Fed is powerful and misunderstood.
00:04:58 Frontline: speculators crashed the system and the Fed rescued it.
00:12:24 Frontline: the Fed came up with the idea of quantitative easing.
00:14:38 Frontline: QE's purpose was to lower interest rates.
00:18:14 Frontline: QE was to increase credit to the economy.
00:20:33 Frontline: QE was a new experiment because Fed officials said it was.
00:23:48 Frontline: QE flooded the economy with easy money.
00:26:40 Frontline: QE powered the stock market.
00:33:40 Frontline: QE disconnected stocks from the real economy.
00:35:42 Frontline: QE didn't fix the economy because banks didn't allow it.
00:40:50 Frontline: QE2 was necessary because the Tea Party hobbled Congress.
00:47:10 Frontline: QE caused inequality because money went to banks.
00:59:33 Frontline: Wall St. was so addicted to QE it had a taper tantrum in 2013.
01:03:19 Frontline: QE helped the rich. KASHKARI: We were helping the people.
01:10:17 Frontline: QE gave easy money to corporates who used it to buy back company stock.
01:17:51 Frontline: Shadow banks gorged on easy money, increasing system fragility.
01:22:31 Frontline: In 2020 the Fed saved the world from a true depression.
01:26:01 Frontline: The Fed saved risky parts of the financial system, like junk bonds.
01:30:56 Concluding thoughts on the Frontline episode, central banking and the media.


----EP. 92 REFERENCES----
FRONTLINE The Power of the Fed: https://youtu.be/9RbL8lTsITY
The Power of the Fed (transcript) : https://to.pbs.org/3zC3HBn
Alhambra Investments Blog: https://bit.ly/2VIC2wWlin
RealClear Markets Essays: https://bit.ly/38tL5a7
 

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Electro Animal" by Oh the City from Epidemic Sound.

]]> Mon, 26 Jul 2021 08:00:16 -0400 Jeff Snider Jeff Snider 5760 FRONTLINE, the US news magazine, is critiquing the Fed for showering banks and business with easy money, which reached neither the real economy nor the vast majority of Americans. Yes to the latter, no to the former. FRONTLINE, the US news magazine, is critiquing the Fed for showering banks and business with easy money, which reached neither the real economy nor the vast majority of Americans. Yes to the latter, no to the former. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Glowing Orange: Repo Market Collateral Rumble 91 91 Glowing Orange: Repo Market Collateral Rumble full 1c9965e8-14e9-428f-b923-84676cb95020 https://share.transistor.fm/s/22351b01 Early-morning action in the repo market shows a musical chairs-like collateral scramble; it has the Fed's attention. But the Fed is blasé about it (i.e. 'too much cash'). Yet these collateral scrambles resemble what we saw in March 2020.


----SEE EPISODE #91----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL

----HEAR EPISODE #91---
Vurbl: https://bit.ly/3rq4dPn
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP #91 TOPICS-------
01:53 Montana Senator Daines asked a Jeff-Snider-question to Jerome Powell in testimony.
05:02 Jerome Powell stated the Fed is focusing on the [dead] Federal Funds rate / range. WHY?!
06:29 In later testimony Powell changes his mind from "too much cash" to "not little collateral"
11:11 The NYFed notices that most repo transactions take place very early in the morning. Why?
13:39 Early morning collateral scrambles? The repo market? These took place in March 2020.
17:53 The NYFed offers several other reasons for the scramble: fees and liquidity.
19:07 The NYFed notes that more trades are taking place pre-market (to preempt the scramble?)
20:27 Monday, July 19 UST Bond yields dropped - but that was not a Jeff Snider "collateral day"
23:32 Tuesday, July 20 UST Bill yields traced out a fang-like drop in an early morning scramble
25:25 Show Conclusion: collateral scrambles are not rainbow/unicorn-reflationary phenomena


----EP #91 REFERENCES---
Lower Yields And (fewer) Bills: https://bit.ly/3BDZSxi
Why Don't Bonds Reflect CPI Alarm About Inflation?: https://bit.ly/3kMx2oq
Sorry, One More On Bills: Today A Really Good Example of All The Things We’ve Been Focused On Lately: https://bit.ly/3i20FAo
Intraday Timing of General Collateral Repo Markets: https://nyfed.org/2VbxIZv
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7
 

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Night Driver" by Ballpoint and Cushy from Epidemic Sound.

]]> Early-morning action in the repo market shows a musical chairs-like collateral scramble; it has the Fed's attention. But the Fed is blasé about it (i.e. 'too much cash'). Yet these collateral scrambles resemble what we saw in March 2020.


----SEE EPISODE #91----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL

----HEAR EPISODE #91---
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
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TuneIn: http://tun.in/pjT2Z
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP #91 TOPICS-------
01:53 Montana Senator Daines asked a Jeff-Snider-question to Jerome Powell in testimony.
05:02 Jerome Powell stated the Fed is focusing on the [dead] Federal Funds rate / range. WHY?!
06:29 In later testimony Powell changes his mind from "too much cash" to "not little collateral"
11:11 The NYFed notices that most repo transactions take place very early in the morning. Why?
13:39 Early morning collateral scrambles? The repo market? These took place in March 2020.
17:53 The NYFed offers several other reasons for the scramble: fees and liquidity.
19:07 The NYFed notes that more trades are taking place pre-market (to preempt the scramble?)
20:27 Monday, July 19 UST Bond yields dropped - but that was not a Jeff Snider "collateral day"
23:32 Tuesday, July 20 UST Bill yields traced out a fang-like drop in an early morning scramble
25:25 Show Conclusion: collateral scrambles are not rainbow/unicorn-reflationary phenomena


----EP #91 REFERENCES---
Lower Yields And (fewer) Bills: https://bit.ly/3BDZSxi
Why Don't Bonds Reflect CPI Alarm About Inflation?: https://bit.ly/3kMx2oq
Sorry, One More On Bills: Today A Really Good Example of All The Things We’ve Been Focused On Lately: https://bit.ly/3i20FAo
Intraday Timing of General Collateral Repo Markets: https://nyfed.org/2VbxIZv
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7
 

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Night Driver" by Ballpoint and Cushy from Epidemic Sound.

]]> Sun, 25 Jul 2021 12:44:12 -0400 Jeff Snider Jeff Snider 1800 Early-morning action in the repo market shows a musical chairs-like collateral scramble. Early-morning action in the repo market shows a musical chairs-like collateral scramble. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Interview-Professor Samuel Williamson: What is that Thing's Value Today? [Eurodollar University, Ep. 90] 90 90 Interview-Professor Samuel Williamson: What is that Thing's Value Today? [Eurodollar University, Ep. 90] full 7599bea1-a4be-499a-bdb3-716d509b664b https://share.transistor.fm/s/a49db64f Professor Sam Williamson, economic historian, explains how the value of commodities, projects and income/wealth should be properly measured across time (AND IT IS NOT WITH A CPI INDEX!). Otherwise, like a recent NY Times article, your worth may be off by a factor of 20!!!!


--------EP. 90 REFERENCES--------
Measuring Worth: https://bit.ly/36TfZZD
Measuring Worth Twitter: https://bit.ly/3BuZotf
Measuring Worth Blog: https://bit.ly/3rqyz4R

NY Times Tulsa Article: https://nyti.ms/3eKKDIR
National Geographic Tulsa Article: https://on.natgeo.com/3izkL41


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #90 TOPICS----
0:00:00 The NYTimes says the 1921 Tulsa Race Riot cost $27M. And Professor Williamson? $534m.
0:06:24 Introducing Professor Samuel H. Williamson
0:09:21 At what point does using "CPI" to value something in the past stop making sense?
0:11:25 George Washington's nephew asked to borrow $1,000 in 1800 - how much is that worth now?
0:16:03 Why does the mainstream press continue to use woefully inadequate estimates of worth?
0:16:38 How does one select the correct measure of present worth for a historical value?
0:20:45 What does Professor Williamson think about the current "transitory" inflation debate?
0:29:41 Is the CPI a good, best effort measure of inflation in the United States?
0:31:53 Are alternative measures of inflation better than the CPI?
0:36:06 Mainstream economic data implies a preciseness that is illusory.
0:38:56 The headlines in the media are merely the surface of deeper, complex concepts.
0:40:26 A real price value of the Empire State Building doesn't tell us what it is worth today.
0:44:26 MeasuringWorth has data for the US, UK, Spain, Australia, gold, silver, stocks, etc.
0:47:48 Is their a pension crisis?

 
---------WHO-----------
Samuel H. Williamson, cofounder / president of MeasuringWorth, cofounder of The Cliometric Society, creator of EH.net and Professor of Economics, Emeritus, from Miami University with Jeff Snider, Head of Global Investment Research for Alhambra Investments, and Emil Kalinowski. Podcast intro/outro is "Mama's Woogie Mojo" by Wendy Marcini at Epidemic Sound. Art by David Parkins.

]]> Professor Sam Williamson, economic historian, explains how the value of commodities, projects and income/wealth should be properly measured across time (AND IT IS NOT WITH A CPI INDEX!). Otherwise, like a recent NY Times article, your worth may be off by a factor of 20!!!!


--------EP. 90 REFERENCES--------
Measuring Worth: https://bit.ly/36TfZZD
Measuring Worth Twitter: https://bit.ly/3BuZotf
Measuring Worth Blog: https://bit.ly/3rqyz4R

NY Times Tulsa Article: https://nyti.ms/3eKKDIR
National Geographic Tulsa Article: https://on.natgeo.com/3izkL41


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
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Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #90 TOPICS----
0:00:00 The NYTimes says the 1921 Tulsa Race Riot cost $27M. And Professor Williamson? $534m.
0:06:24 Introducing Professor Samuel H. Williamson
0:09:21 At what point does using "CPI" to value something in the past stop making sense?
0:11:25 George Washington's nephew asked to borrow $1,000 in 1800 - how much is that worth now?
0:16:03 Why does the mainstream press continue to use woefully inadequate estimates of worth?
0:16:38 How does one select the correct measure of present worth for a historical value?
0:20:45 What does Professor Williamson think about the current "transitory" inflation debate?
0:29:41 Is the CPI a good, best effort measure of inflation in the United States?
0:31:53 Are alternative measures of inflation better than the CPI?
0:36:06 Mainstream economic data implies a preciseness that is illusory.
0:38:56 The headlines in the media are merely the surface of deeper, complex concepts.
0:40:26 A real price value of the Empire State Building doesn't tell us what it is worth today.
0:44:26 MeasuringWorth has data for the US, UK, Spain, Australia, gold, silver, stocks, etc.
0:47:48 Is their a pension crisis?

 
---------WHO-----------
Samuel H. Williamson, cofounder / president of MeasuringWorth, cofounder of The Cliometric Society, creator of EH.net and Professor of Economics, Emeritus, from Miami University with Jeff Snider, Head of Global Investment Research for Alhambra Investments, and Emil Kalinowski. Podcast intro/outro is "Mama's Woogie Mojo" by Wendy Marcini at Epidemic Sound. Art by David Parkins.

]]> Thu, 22 Jul 2021 13:26:37 -0400 Jeff Snider Jeff Snider 3480 How do we properly measure worth of commodities, wealth and projects from yesteryear? How do we properly measure worth of commodities, wealth and projects from yesteryear? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Light at the End of the Tunnel 89 89 Light at the End of the Tunnel full 1a04ce04-c2b1-4072-a21d-37b709f8cc01 https://share.transistor.fm/s/42881904 PART 01: Jay Powell has confirmed a surging Fed program (RRP) is partly the result of safe-asset demand. But he plays it off as a monetary technicality, mere arcana. Nope! Safe-asset scarcity is step one along a well-trod path towards a malfunctioning economy. Here's what happens next.

PART 02: The People's Bank of China lowers its bank Required Reserve Ratio to get money into a slowing economy. A lowered RRR means that there aren't enough (euro)dollars flowing into China. Why? Because there aren't enough (euro)dollars in the world. A lower RRR is a warning for the whole world.

PART 03: El Salvador announced its crypto intentions seemingly out of the blue. But a closer look reveals the nation had run dangerously short of (euro)dollars in early 2021. It went to the IMF for a bailout. Now it heads to the crypto world for one. Just like people did in the 14th-century. Wait, what?!


----SEE EPISODE #89----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR EPISODE #89---
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SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP #89a REFERENCES---
Powell Admits RRP and Collateral Scarcity, Still Unaware Of What It Means: https://bit.ly/3hK2dP9
To This Day, the World Still Thinks It Was About QE: https://bit.ly/3zbSS8V
The China of Today Seeks Nothing But Its Own Terms: https://bit.ly/3ks2qII


----EP #89b REFERENCES---
How Do You Spell Escalating? C-H-I-N-A-R-R-R: https://bit.ly/3kzlOmS
A Practical History of Financial Markets: https://www.didaskoeducation.org/


----EP #89c REFERENCES---
Bitcoin, El Salvador, And…The Eurodollar’s Ghost: https://bit.ly/3hIom0b
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Neon Raceway" by ELFL from Epidemic Sound.

]]> PART 01: Jay Powell has confirmed a surging Fed program (RRP) is partly the result of safe-asset demand. But he plays it off as a monetary technicality, mere arcana. Nope! Safe-asset scarcity is step one along a well-trod path towards a malfunctioning economy. Here's what happens next.

PART 02: The People's Bank of China lowers its bank Required Reserve Ratio to get money into a slowing economy. A lowered RRR means that there aren't enough (euro)dollars flowing into China. Why? Because there aren't enough (euro)dollars in the world. A lower RRR is a warning for the whole world.

PART 03: El Salvador announced its crypto intentions seemingly out of the blue. But a closer look reveals the nation had run dangerously short of (euro)dollars in early 2021. It went to the IMF for a bailout. Now it heads to the crypto world for one. Just like people did in the 14th-century. Wait, what?!


----SEE EPISODE #89----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR EPISODE #89---
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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iHeart: https://ihr.fm/31jq7cI
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Google: https://bit.ly/3e2Z48M
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Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP #89a REFERENCES---
Powell Admits RRP and Collateral Scarcity, Still Unaware Of What It Means: https://bit.ly/3hK2dP9
To This Day, the World Still Thinks It Was About QE: https://bit.ly/3zbSS8V
The China of Today Seeks Nothing But Its Own Terms: https://bit.ly/3ks2qII


----EP #89b REFERENCES---
How Do You Spell Escalating? C-H-I-N-A-R-R-R: https://bit.ly/3kzlOmS
A Practical History of Financial Markets: https://www.didaskoeducation.org/


----EP #89c REFERENCES---
Bitcoin, El Salvador, And…The Eurodollar’s Ghost: https://bit.ly/3hIom0b
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Neon Raceway" by ELFL from Epidemic Sound.

]]> Mon, 19 Jul 2021 16:01:53 -0400 Jeff Snider Jeff Snider 4320 The US RRP and Chinese RRR are belching "choo, choo, choo!" The US RRP and Chinese RRR are belching "choo, choo, choo!" Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Götterdämmerung 88 88 Götterdämmerung full 55b421dc-4bb8-4852-a539-0c29bd915d37 https://share.transistor.fm/s/f7789773 PART 01: When the US Treasury yield curve inverts it is a warning that recession is on the horizon. What about when the Eurodollar Futures yield curve rolls over on its back? Not good news either. Would you believe that there's a kink in the curve now? Would you believe it's not great news?

PART 02: The yields on German sovereign bonds began to tumble in May - now we know why. German Factory Orders and Industrial Production delivered lousy results that month. Germany is an export power so these negatives say a lot about the global customer - that's us.

PART 03: A review of US, Chinese and global purchasing manager indices for manufacturing and services shows just a few too many "not great" readings. Not necessarily bad but within the context of HUGE 'money printing' and GIGA deficit blowouts shouldn't the economy be rip-roaring?


----SEE EPISODE #88----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR EPISODE #88---
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
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Google: https://bit.ly/3e2Z48M
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Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP #88 REFERENCES----
Eurodollar Curve Quirk Trivia, But Not Trivial To Anti-Inflation: https://bit.ly/2UFv51P
Bond Reversal In Japan, But Pay Attention To It In Germany: https://bit.ly/2VvCa5J
ISM’s Nasty Little Surprise Isn’t Actually A Surprise: https://bit.ly/3k2Y1LU
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "So Casual" by Tigerblood Jewel from Epidemic Sound.

]]> PART 01: When the US Treasury yield curve inverts it is a warning that recession is on the horizon. What about when the Eurodollar Futures yield curve rolls over on its back? Not good news either. Would you believe that there's a kink in the curve now? Would you believe it's not great news?

PART 02: The yields on German sovereign bonds began to tumble in May - now we know why. German Factory Orders and Industrial Production delivered lousy results that month. Germany is an export power so these negatives say a lot about the global customer - that's us.

PART 03: A review of US, Chinese and global purchasing manager indices for manufacturing and services shows just a few too many "not great" readings. Not necessarily bad but within the context of HUGE 'money printing' and GIGA deficit blowouts shouldn't the economy be rip-roaring?


----SEE EPISODE #88----
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


----HEAR EPISODE #88---
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
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Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
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SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EP #88 REFERENCES----
Eurodollar Curve Quirk Trivia, But Not Trivial To Anti-Inflation: https://bit.ly/2UFv51P
Bond Reversal In Japan, But Pay Attention To It In Germany: https://bit.ly/2VvCa5J
ISM’s Nasty Little Surprise Isn’t Actually A Surprise: https://bit.ly/3k2Y1LU
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "So Casual" by Tigerblood Jewel from Epidemic Sound.

]]> Mon, 12 Jul 2021 11:36:18 -0400 Jeff Snider Jeff Snider 4260 Economy burned and drowned? Check! Now how about that renewal? When is reflation going to get serious? Economy burned and drowned? Check! Now how about that renewal? When is reflation going to get serious? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider on the Fed's Not-Hot Dot-Plot 87 87 Reading Jeff Snider on the Fed's Not-Hot Dot-Plot full f7774c3e-7bab-44fe-9007-d4db1cf9689c https://share.transistor.fm/s/00d1b749 Non-economist, monetary iconoclast Jeff Snider's commentary on the the 'big news' about the 'hawkish' new Fed forecast implying economic recovery championed by the business press while at the same time an underlying liquidity reading (RRP) glows orange. A warning. And a reading, by Emil Kalinowski.

----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Strolling with You" by John Runefelt at Epidemic Sound.

----------WHAT----------
The Dots Are On the Move, But So Are the Dot Spoilers: https://bit.ly/360hjJM
Overnight Reverse Repurchase Agreements: https://bit.ly/3jDOLxV

----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
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Google: https://bit.ly/3e2Z48M
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Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Non-economist, monetary iconoclast Jeff Snider's commentary on the the 'big news' about the 'hawkish' new Fed forecast implying economic recovery championed by the business press while at the same time an underlying liquidity reading (RRP) glows orange. A warning. And a reading, by Emil Kalinowski.

----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Strolling with You" by John Runefelt at Epidemic Sound.

----------WHAT----------
The Dots Are On the Move, But So Are the Dot Spoilers: https://bit.ly/360hjJM
Overnight Reverse Repurchase Agreements: https://bit.ly/3jDOLxV

----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Fri, 02 Jul 2021 05:00:00 -0400 Jeff Snider Jeff Snider 1320 An underlying liquidity reading (RRP) glows orange. A warning. An underlying liquidity reading (RRP) glows orange. A warning. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider on Central Bankers Having No New Ideas 86 86 Reading Jeff Snider on Central Bankers Having No New Ideas full 00cfef8b-cb96-4625-88a9-e35a38f3a0ff https://share.transistor.fm/s/33878e3c Non-economist, monetary iconoclast Jeff Snider's commentary on yet another central bank study concluding that there are TANGIBLE problems with quantitative easing and what benefits can be observed are INTANGIBLE. Sweden's Riksbank observes collateral shortages. A reading, by Emil Kalinowski.

----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Steak Frites" by Dylan Sitts at Epidemic Sound.

----------WHAT----------
Because Central Bankers Have No Clue What Else To Do: https://bit.ly/3xXInFx
The Liquidity of the Government Bond Market – What Impact Does Quantitative Easing Have? Evidence from Sweden: https://bit.ly/3w8iWjm

----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
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Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
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Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Non-economist, monetary iconoclast Jeff Snider's commentary on yet another central bank study concluding that there are TANGIBLE problems with quantitative easing and what benefits can be observed are INTANGIBLE. Sweden's Riksbank observes collateral shortages. A reading, by Emil Kalinowski.

----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Steak Frites" by Dylan Sitts at Epidemic Sound.

----------WHAT----------
Because Central Bankers Have No Clue What Else To Do: https://bit.ly/3xXInFx
The Liquidity of the Government Bond Market – What Impact Does Quantitative Easing Have? Evidence from Sweden: https://bit.ly/3w8iWjm

----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
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Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
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Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Wed, 30 Jun 2021 09:39:45 -0400 Jeff Snider Jeff Snider 1260 Another study concluding there are TANGIBLE problems with QE. Another study concluding there are TANGIBLE problems with QE. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Jeff Snider on Trouble Ahead 85 85 Reading Jeff Snider on Trouble Ahead full 80605bb0-f47d-4c22-a7f6-c92db13a204e https://share.transistor.fm/s/81cce218 Non-economist, monetary iconoclast Jeff Snider's commentary on why inflation is unwelcome directly and welcome indirectly. Also, economic depression and hopelessness have struck the United States many times. A review of contemporary accounts of despair and hope about the future from the 19th and 20th centuries. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Nocturnal Jam" by Sarah, the Illstrumentalist at Epidemic Sound.


----------WHAT----------
Growing Indications There's More Trouble Ahead: https://bit.ly/35XF1Xc


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
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Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Non-economist, monetary iconoclast Jeff Snider's commentary on why inflation is unwelcome directly and welcome indirectly. Also, economic depression and hopelessness have struck the United States many times. A review of contemporary accounts of despair and hope about the future from the 19th and 20th centuries. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Nocturnal Jam" by Sarah, the Illstrumentalist at Epidemic Sound.


----------WHAT----------
Growing Indications There's More Trouble Ahead: https://bit.ly/35XF1Xc


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Mon, 28 Jun 2021 11:06:25 -0400 Jeff Snider Jeff Snider 1260 A reading, by Emil Kalinowski. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Bond Market Foreshadows 84 84 The Bond Market Foreshadows full b21efcf2-268a-4bc4-be7a-e4bab700d131 https://share.transistor.fm/s/040a305f PART 01: After the Federal Reserve raised the return on one of its bank programs, a record $756 billion flowed into the central bank’s reverse repo facility. Jerome Powel said, "We're not concerned." He should be. Like the Fed should've been in 2017 when something similar happened. A warning. Again.

PART 02: How is it possible 14 years of data shows the Federal Reserve FLAILING ABOUT trying to raise or lower bond yields with MASSIVE purchases of securities via quantitative easing? Because they were 'massive'. The CENTRAL BANK IS NOT CENTRAL to money. The bond market is.

PART 03: The multi-year benchmark revisions to Retail Sales and Industrial Production reveal - Surprise! - the economy was much worse than initially reported. But guess who wasn't surprised? The bond market.

---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

--------REFERENCES--------
The FOMC Accidentally Exposes Itself (Reverse Repo-style): https://bit.ly/3zCfXTe
79a Warning: the Fed's Reverse Repo Program Surges!: https://youtu.be/9VqAB07ny4w
Upcoming Bill Cliff Refunding Recalls Rerun Reverse Repo: https://bit.ly/3j59E4P
Overnight RRP Operations as a Monetary Policy Tool: https://bit.ly/2TN1XFr
No Reason To Toss Out Low Rates In The Inflation Debate: The Repo Rat Rate Fallacy: https://bit.ly/3wKjjS8
60a Quantitative Easing: 20-Year Anniversary!: https://youtu.be/9eTqYTP0Vqo
Yields, Not Dots; Another Example of Why Inflation Had(s) No Chance: https://bit.ly/3cUi8YC
More Than A Benchmark Peeve: https://bit.ly/3vGaWG0

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Purist" by Ballpoint at Epidemic Sound.

]]> PART 01: After the Federal Reserve raised the return on one of its bank programs, a record $756 billion flowed into the central bank’s reverse repo facility. Jerome Powel said, "We're not concerned." He should be. Like the Fed should've been in 2017 when something similar happened. A warning. Again.

PART 02: How is it possible 14 years of data shows the Federal Reserve FLAILING ABOUT trying to raise or lower bond yields with MASSIVE purchases of securities via quantitative easing? Because they were 'massive'. The CENTRAL BANK IS NOT CENTRAL to money. The bond market is.

PART 03: The multi-year benchmark revisions to Retail Sales and Industrial Production reveal - Surprise! - the economy was much worse than initially reported. But guess who wasn't surprised? The bond market.

---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
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Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
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Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

--------REFERENCES--------
The FOMC Accidentally Exposes Itself (Reverse Repo-style): https://bit.ly/3zCfXTe
79a Warning: the Fed's Reverse Repo Program Surges!: https://youtu.be/9VqAB07ny4w
Upcoming Bill Cliff Refunding Recalls Rerun Reverse Repo: https://bit.ly/3j59E4P
Overnight RRP Operations as a Monetary Policy Tool: https://bit.ly/2TN1XFr
No Reason To Toss Out Low Rates In The Inflation Debate: The Repo Rat Rate Fallacy: https://bit.ly/3wKjjS8
60a Quantitative Easing: 20-Year Anniversary!: https://youtu.be/9eTqYTP0Vqo
Yields, Not Dots; Another Example of Why Inflation Had(s) No Chance: https://bit.ly/3cUi8YC
More Than A Benchmark Peeve: https://bit.ly/3vGaWG0

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Purist" by Ballpoint at Epidemic Sound.

]]> Wed, 23 Jun 2021 12:47:57 -0400 Jeff Snider Jeff Snider 3960 US Treasuries forewarn of what lies in wait in the shadows. US Treasuries forewarn of what lies in wait in the shadows. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Interview: Daniel Want 83 83 Interview: Daniel Want full 47c74915-eaf5-472c-9c55-3c31229f1698 https://share.transistor.fm/s/09263124 Daniel Want, the early-21st century Australian philosopher and Chief Investment Officer of Prerequisite Capital, discusses: absence of knowledge at educational institutions, transitory inflation, first principles, disconnected markets, justice as prerequisite and the unified magnitude of the crisis.


--------REFERENCES--------
Prerequisite Capital: https://bit.ly/3gjMvd7
Training Videos: https://bit.ly/3czM4sM

Daniel LinkedIn: https://bit.ly/3gt3Rmq
Daniel Twitter: https://bit.ly/3gsH0r3
Daniel Gold Presentation: https://youtu.be/W619cfz25lQ


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #83 TOPICS----
0:01:04 Will you receive an education if you attend college / university in the year 2021?
0:12:38 The Treasury, Eurodollar and US dollar markets are in agreement: transitory inflation.
0:26:16 What condition is the world (excluding the USA) economy in?
0:28:52 What condition is China's economy in?
0:37:02 Are sovereign bond yields still reliable signals if central banks are buying bonds?
0:45:58 Collateral demand signals system deterioration and impediments to private enterprise.
0:53:36 Economists pursue an ideal technocracy unaware of limits to understanding / knowledge.
0:59:53 Properly functioning markets rest upon a just, reliable legal system.
1:08:53 What do the months and quarters ahead suggest about the post-Covids reflation?
1:17:28 Has the world ever faced such an all-encompassing crisis as today?
1:20:22 Prerequisite Capital Management - portfolio manager, researchers and consultants.


---------WHO-----------
Daniel Want, Chief Investment Officer and Director at Prerequisite Capital Management, with Jeff Snider, Head of Global Investment Research for Alhambra Investments, and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Earth Awakens" by Jon Björk at Epidemic Sound.

]]> Daniel Want, the early-21st century Australian philosopher and Chief Investment Officer of Prerequisite Capital, discusses: absence of knowledge at educational institutions, transitory inflation, first principles, disconnected markets, justice as prerequisite and the unified magnitude of the crisis.


--------REFERENCES--------
Prerequisite Capital: https://bit.ly/3gjMvd7
Training Videos: https://bit.ly/3czM4sM

Daniel LinkedIn: https://bit.ly/3gt3Rmq
Daniel Twitter: https://bit.ly/3gsH0r3
Daniel Gold Presentation: https://youtu.be/W619cfz25lQ


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #83 TOPICS----
0:01:04 Will you receive an education if you attend college / university in the year 2021?
0:12:38 The Treasury, Eurodollar and US dollar markets are in agreement: transitory inflation.
0:26:16 What condition is the world (excluding the USA) economy in?
0:28:52 What condition is China's economy in?
0:37:02 Are sovereign bond yields still reliable signals if central banks are buying bonds?
0:45:58 Collateral demand signals system deterioration and impediments to private enterprise.
0:53:36 Economists pursue an ideal technocracy unaware of limits to understanding / knowledge.
0:59:53 Properly functioning markets rest upon a just, reliable legal system.
1:08:53 What do the months and quarters ahead suggest about the post-Covids reflation?
1:17:28 Has the world ever faced such an all-encompassing crisis as today?
1:20:22 Prerequisite Capital Management - portfolio manager, researchers and consultants.


---------WHO-----------
Daniel Want, Chief Investment Officer and Director at Prerequisite Capital Management, with Jeff Snider, Head of Global Investment Research for Alhambra Investments, and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Earth Awakens" by Jon Björk at Epidemic Sound.

]]> Fri, 18 Jun 2021 04:00:00 -0400 Jeff Snider Jeff Snider 5100 The unified magnitude of the crisis. The unified magnitude of the crisis. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Janitor, Not Central Bank 82 82 Janitor, Not Central Bank full 6afe2e1a-b9f0-463b-a6ba-46a5af6ef8db https://share.transistor.fm/s/b33f1c10 PART 01: What should a central bank be? What does one do? Is what the Fed does 'central banking'? What did Ben Bernanke promise in 2002 that the Fed would never do again -- learning the lesson of the 1930s -- and how did he break his promise less than 5 years later?

PART 02: In March 2020 long-term US Treasury yields shot higher - why? Aren't these safe assets? Did the 'Treasury market break'? No. Yields shot higher due to illiquidity. And liquidity is JOB #1 of a central bank. So... here's looking at you Federal Reserve.

PART 03: Central banks inject liquidity into money markets to PREVENT a crisis. Let us review the last 14 years: Global Financial Crisis I (2008), European Sovereign Debt Crisis (2011), Chinese Reserve Crisis (2015), Global Financial Crisis II (2020). Not too good. Do they know what they're doing?


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
When You Aren’t Actually A Central Bank, Part 1: The Real Inflation: https://bit.ly/350rgXe
The Fed Is the Perpetual Janitor, Cleaning Up After Itself: https://bit.ly/3ird5Cw
When You Aren’t Actually A Central Bank, Part 2: The Stubborn Deflation: https://bit.ly/3x5fMxt
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Right Timing" by Cushy at Epidemic Sound.

]]> PART 01: What should a central bank be? What does one do? Is what the Fed does 'central banking'? What did Ben Bernanke promise in 2002 that the Fed would never do again -- learning the lesson of the 1930s -- and how did he break his promise less than 5 years later?

PART 02: In March 2020 long-term US Treasury yields shot higher - why? Aren't these safe assets? Did the 'Treasury market break'? No. Yields shot higher due to illiquidity. And liquidity is JOB #1 of a central bank. So... here's looking at you Federal Reserve.

PART 03: Central banks inject liquidity into money markets to PREVENT a crisis. Let us review the last 14 years: Global Financial Crisis I (2008), European Sovereign Debt Crisis (2011), Chinese Reserve Crisis (2015), Global Financial Crisis II (2020). Not too good. Do they know what they're doing?


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
When You Aren’t Actually A Central Bank, Part 1: The Real Inflation: https://bit.ly/350rgXe
The Fed Is the Perpetual Janitor, Cleaning Up After Itself: https://bit.ly/3ird5Cw
When You Aren’t Actually A Central Bank, Part 2: The Stubborn Deflation: https://bit.ly/3x5fMxt
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Right Timing" by Cushy at Epidemic Sound.

]]> Wed, 16 Jun 2021 09:16:55 -0400 Jeff Snider Jeff Snider 3240 Fed's cleaning up the mess instead of preventing it. Fed's cleaning up the mess instead of preventing it. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Uncertain Shadow Money 81 81 Uncertain Shadow Money full 7c85f4d6-aaf2-472b-8880-ed2efcd25de6 https://share.transistor.fm/s/edd8a9f4 PART 01: A new measure of the monetary order will be unveiled at the end of this two-part episode. But first, a discussion of uncertainty, incomplete pictures, relativity, perspective and the limits of human knowledge. Also, bank reserves and repurchase agreements.

PART 02: Within the US Triparty Repo environment, utilizing data from the Federal Reserve Bank of New York, we observe that three dollar shortages between 2010-20 appeared as a stagnation and/or contraction in observations per repurchase agreement transaction.


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
The First Part of the Quantum of Money: QE, Repo, and…Niels Bohr: https://bit.ly/3fRdITU
The Second Part of the Quantum of Money: Results From The Triparty Repo Experiment: https://bit.ly/3vSWzPs
NY FRB Tri-Party/GCF Repo: https://nyfed.org/2TxpV7B
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

 
---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "36mm" by Jobii at Epidemic Sound.

]]> PART 01: A new measure of the monetary order will be unveiled at the end of this two-part episode. But first, a discussion of uncertainty, incomplete pictures, relativity, perspective and the limits of human knowledge. Also, bank reserves and repurchase agreements.

PART 02: Within the US Triparty Repo environment, utilizing data from the Federal Reserve Bank of New York, we observe that three dollar shortages between 2010-20 appeared as a stagnation and/or contraction in observations per repurchase agreement transaction.


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
The First Part of the Quantum of Money: QE, Repo, and…Niels Bohr: https://bit.ly/3fRdITU
The Second Part of the Quantum of Money: Results From The Triparty Repo Experiment: https://bit.ly/3vSWzPs
NY FRB Tri-Party/GCF Repo: https://nyfed.org/2TxpV7B
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

 
---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "36mm" by Jobii at Epidemic Sound.

]]> Mon, 07 Jun 2021 10:12:01 -0400 Jeff Snider Jeff Snider 2760 Introducing a NEW Measure of Shadow Money Introducing a NEW Measure of Shadow Money Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Around - Myrmikan on The Path to Hyperinflation 80 80 Reading Around - Myrmikan on The Path to Hyperinflation full c12d1153-11ee-4c4d-8cc5-6db9f56cf3c2 https://share.transistor.fm/s/e37d3b52 Historian and political economist Daniel Oliver's commentary on why the quantity of currency is less important than the quality of the collateral backing it. In the USA the quality of the Federal Reserve's assets suggests two options remain: searing hyperinflation or wrenching austerity. A reading, by Emil Kalinowski.


----------WHO----------
Daniel Oliver of Myrmikan Capital. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Glitterati" by Fox Morrow at Epidemic Sound.


----------WHAT----------
The Path to Hyperinflation: https://bit.ly/3uDNmZW


----------WHERE----------
Daniel Oliver's Writings: http://www.myrmikan.com/
Daniel Oliver's Twitter: https://twitter.com/myrmikan

Emil's Twitter: https://twitter.com/EmilKalinowski
Jeff's Twitter: https://twitter.com/JeffSnider_AIP
Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Historian and political economist Daniel Oliver's commentary on why the quantity of currency is less important than the quality of the collateral backing it. In the USA the quality of the Federal Reserve's assets suggests two options remain: searing hyperinflation or wrenching austerity. A reading, by Emil Kalinowski.


----------WHO----------
Daniel Oliver of Myrmikan Capital. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Glitterati" by Fox Morrow at Epidemic Sound.


----------WHAT----------
The Path to Hyperinflation: https://bit.ly/3uDNmZW


----------WHERE----------
Daniel Oliver's Writings: http://www.myrmikan.com/
Daniel Oliver's Twitter: https://twitter.com/myrmikan

Emil's Twitter: https://twitter.com/EmilKalinowski
Jeff's Twitter: https://twitter.com/JeffSnider_AIP
Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Fri, 04 Jun 2021 05:00:00 -0400 Jeff Snider Jeff Snider 1260 The quantity of currency is less important than the quality of the collateral backing it. The quantity of currency is less important than the quality of the collateral backing it. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Ghost Money, the Eurodollar and Crypto 79 79 Ghost Money, the Eurodollar and Crypto full 4b4e3e2c-db0e-48fe-8712-40d3f81981ed https://share.transistor.fm/s/7de63dd3 PART 01: All of a sudden the Federal Reserve's Reverse Repo Program has exploded higher to half-a-trillion dollars. Why? The mainstream, orthodox narrative is that 'this is fine'; a response to 'too many bank reserves'. What does it really mean? Collateral scarcity. Systemic fragility. A warning.

PART 02: Chile, one of the 20th-century's rare economic success stories - from a low level of development to just short of advanced - held an election to rewrite its constitution. The winners? Anti-capitalists. And why not? After all, if a decade-long depression is capitalism...

PART 03: In the 15th century there was a Great Bullion Famine, which was solved by "ghost money".  In the 1950s there was a Dollar Shortage, which was solved by the "eurodollar".  In 2007 the Great Eurodollar Famine began (and hasn't ended!).  Will it be solved by crypto currencies?


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
Reserving Observations On The Reverse Repo Of Reserves: https://bit.ly/3c4hyXz
No Reserving Interpretation About Reverse Repo Collateral Connection(s): https://bit.ly/3usmxb7
Chilling Global Wind Blowing Stronger: Chilly In Chile: https://bit.ly/3vy1Yv9
We'll Continue Hearing About a Global Recovery That Isn't Real: https://bit.ly/3yW4TQz
Monetary Wrongness Has Authored a Crypto Response: https://bit.ly/3uzLIZ4
Enter the Ghost - Cashless Payments in the Early Modern Low Countries, 1500-1800: https://bit.ly/3fuagyC
The Vagaries of the Sea: Evidence on the Real Effects of Money from Maritime Disasters in the Spanish Empire: https://bit.ly/3fwXKyr
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7
 

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "All Right" by William Benckert feat. Johan Tengholm, Jonas Bäckman at Epidemic Sound.

]]> PART 01: All of a sudden the Federal Reserve's Reverse Repo Program has exploded higher to half-a-trillion dollars. Why? The mainstream, orthodox narrative is that 'this is fine'; a response to 'too many bank reserves'. What does it really mean? Collateral scarcity. Systemic fragility. A warning.

PART 02: Chile, one of the 20th-century's rare economic success stories - from a low level of development to just short of advanced - held an election to rewrite its constitution. The winners? Anti-capitalists. And why not? After all, if a decade-long depression is capitalism...

PART 03: In the 15th century there was a Great Bullion Famine, which was solved by "ghost money".  In the 1950s there was a Dollar Shortage, which was solved by the "eurodollar".  In 2007 the Great Eurodollar Famine began (and hasn't ended!).  Will it be solved by crypto currencies?


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
Reserving Observations On The Reverse Repo Of Reserves: https://bit.ly/3c4hyXz
No Reserving Interpretation About Reverse Repo Collateral Connection(s): https://bit.ly/3usmxb7
Chilling Global Wind Blowing Stronger: Chilly In Chile: https://bit.ly/3vy1Yv9
We'll Continue Hearing About a Global Recovery That Isn't Real: https://bit.ly/3yW4TQz
Monetary Wrongness Has Authored a Crypto Response: https://bit.ly/3uzLIZ4
Enter the Ghost - Cashless Payments in the Early Modern Low Countries, 1500-1800: https://bit.ly/3fuagyC
The Vagaries of the Sea: Evidence on the Real Effects of Money from Maritime Disasters in the Spanish Empire: https://bit.ly/3fwXKyr
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7
 

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "All Right" by William Benckert feat. Johan Tengholm, Jonas Bäckman at Epidemic Sound.

]]> Wed, 02 Jun 2021 04:00:00 -0400 Jeff Snider Jeff Snider 4085 Will crypto solve a monetary famine as ghost money and the eurodollar did in the past? Will crypto solve a monetary famine as ghost money and the eurodollar did in the past? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Confessions to the Super Blood Moon 78 78 Confessions to the Super Blood Moon full dd8e7a5d-09d1-473b-a4e2-a26a559dbe57 https://share.transistor.fm/s/38733f88 PART 01: On May 26, 2021 the Earth will witness a Super Flower Blood Moon - a sure sign of the apocalypse (again). It is no wonder then that, with the end upon us all, the Federal Reserve took the opportunity to confess in their recent meeting minutes that bank reserves are not money.

PART 02: There may be no better view into the incomprehensibly complex global monetary order than the Treasury International Capital report. We review the March TIC report and find a number of positive, good reflationary signals. We also find a number of bad, anti-reflationary warnings.

PART 03: A review of three economic accounts and three monetary accounts produce the same message: "Meh". Retail Sales, Fixed Asset Investment and Industrial Production point to continued economic deceleration. Meanwhile the People's Bank of China is not bothering to stimulate. Why?

---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

--------REFERENCES--------
Inflation Huge: Jay Powell Did Blink, But It Had *Nothing* To Do With ‘Taper’: https://bit.ly/3vnrJOz
Minutes of the Federal Open Market Committee (April 27–28, 2021): https://bit.ly/3bVjnpJ
TIC Reflation Rolling (Over?): https://bit.ly/3fQwPwg
China Repeats Its Same Case For No-Inflation Bond Yields: https://bit.ly/3wHPMrT
The Chinese Money Behind Global Inflation Baseball: https://bit.ly/3fwgdev
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Scary Stairsteps" by Stationary Sign at Epidemic Sound.

]]> PART 01: On May 26, 2021 the Earth will witness a Super Flower Blood Moon - a sure sign of the apocalypse (again). It is no wonder then that, with the end upon us all, the Federal Reserve took the opportunity to confess in their recent meeting minutes that bank reserves are not money.

PART 02: There may be no better view into the incomprehensibly complex global monetary order than the Treasury International Capital report. We review the March TIC report and find a number of positive, good reflationary signals. We also find a number of bad, anti-reflationary warnings.

PART 03: A review of three economic accounts and three monetary accounts produce the same message: "Meh". Retail Sales, Fixed Asset Investment and Industrial Production point to continued economic deceleration. Meanwhile the People's Bank of China is not bothering to stimulate. Why?

---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

--------REFERENCES--------
Inflation Huge: Jay Powell Did Blink, But It Had *Nothing* To Do With ‘Taper’: https://bit.ly/3vnrJOz
Minutes of the Federal Open Market Committee (April 27–28, 2021): https://bit.ly/3bVjnpJ
TIC Reflation Rolling (Over?): https://bit.ly/3fQwPwg
China Repeats Its Same Case For No-Inflation Bond Yields: https://bit.ly/3wHPMrT
The Chinese Money Behind Global Inflation Baseball: https://bit.ly/3fwgdev
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Scary Stairsteps" by Stationary Sign at Epidemic Sound.

]]> Mon, 31 May 2021 02:00:00 -0400 Jeff Snider Jeff Snider 4560 With the end upon us, the Fed confessed that bank reserves are not money. With the end upon us, the Fed confessed that bank reserves are not money. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No 4 Reasons Why Inflation is Transitory 77 77 4 Reasons Why Inflation is Transitory full 63eb9768-2a3e-4173-a808-8ea538c5639e https://share.transistor.fm/s/e1f3dec7 "Inflation" is a generalized, sustained increase in consumer prices. A spike in consumer prices is just that - a transitory spike. Watch as Jeff gives four reasons and examples (2000, 2008, 2021 bond yields and auctions) why the probabilities favor a rise in CPI, not "inflation".

---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #77 TOPICS----
00:00 What is the difference between a rise in consumer prices and inflation?
02:10 What are some examples of generalized "inflation" versus "consumer price increase"
04:09 Does generalized, sustained inflation mean real generalized, sustained economic activity?
06:30 The summer-autumn of 2000 delivered surging inflation - right on the cusp of a recession.
09:06 The bond market looked through the 2000 inflation surge to... the incoming recession.
13:06 The bond market looked through the 2008 inflation surge to... the incoming recession.
17:43 The April 2021 reading of US consumer price (including core) was nuclear explosion hot.
19:46 In 2000 we witnessed a similar inflation shock, that was not sustained (transitory?).
21:23 Since 2000 we have witnessed a number of inflation SURGES... that proved transitory.
23:18 What would change Jeff's mind about "transitory" inflation?
26:04 Producer prices were reported at the same time as CPI, strong but perhaps base effects?
28:30 The secondary bond market seems to be unbothered by both the CPI and PPI readings.
31:06 The primary bond market showed no perturbance; auctions went off swimmingly.
32:47 US Treasury 4-Week Bill auctions have been delivering "zeros" - demand is so high!
33:38 The balance of probabilities is that the market sees "transitory" inflation.


--------REFERENCES--------
How Can Anyone In Their Right Mind Say This Much Inflation Is Transitory?: https://bit.ly/3bO8k1w
What CPI (and PPI)?: https://bit.ly/34cONUn
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7
 

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins.

]]> "Inflation" is a generalized, sustained increase in consumer prices. A spike in consumer prices is just that - a transitory spike. Watch as Jeff gives four reasons and examples (2000, 2008, 2021 bond yields and auctions) why the probabilities favor a rise in CPI, not "inflation".

---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #77 TOPICS----
00:00 What is the difference between a rise in consumer prices and inflation?
02:10 What are some examples of generalized "inflation" versus "consumer price increase"
04:09 Does generalized, sustained inflation mean real generalized, sustained economic activity?
06:30 The summer-autumn of 2000 delivered surging inflation - right on the cusp of a recession.
09:06 The bond market looked through the 2000 inflation surge to... the incoming recession.
13:06 The bond market looked through the 2008 inflation surge to... the incoming recession.
17:43 The April 2021 reading of US consumer price (including core) was nuclear explosion hot.
19:46 In 2000 we witnessed a similar inflation shock, that was not sustained (transitory?).
21:23 Since 2000 we have witnessed a number of inflation SURGES... that proved transitory.
23:18 What would change Jeff's mind about "transitory" inflation?
26:04 Producer prices were reported at the same time as CPI, strong but perhaps base effects?
28:30 The secondary bond market seems to be unbothered by both the CPI and PPI readings.
31:06 The primary bond market showed no perturbance; auctions went off swimmingly.
32:47 US Treasury 4-Week Bill auctions have been delivering "zeros" - demand is so high!
33:38 The balance of probabilities is that the market sees "transitory" inflation.


--------REFERENCES--------
How Can Anyone In Their Right Mind Say This Much Inflation Is Transitory?: https://bit.ly/3bO8k1w
What CPI (and PPI)?: https://bit.ly/34cONUn
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7
 

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins.

]]> Mon, 24 May 2021 14:33:15 -0400 Jeff Snider Jeff Snider 2264 2000, 2008, 2021 bond yields and 2021 auctions 2000, 2008, 2021 bond yields and 2021 auctions Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading George Friedman on The Myth of a Rules-Based World 76 76 Reading George Friedman on The Myth of a Rules-Based World full ca8931be-7f22-4098-8997-30f9316db995 https://share.transistor.fm/s/014bbd70 Historian and geopolitical strategist George Friedman's commentary on two concepts of international relations: a liberal international order and a rules-based system. A reading, by Emil Kalinowski.

----------WHO----------
George Friedman of Geopolitical Futures. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "South Is That Way" by Lofive featuring Divty at Epidemic Sound.

----------WHAT----------
The Myth of a Rules-Based World: https://bit.ly/3ugx2yP

----------WHERE----------
George Friedman's Writings: https://bit.ly/3gUl7ms
George Friedman's Twitter: https://twitter.com/George_Friedman

Geopolitical Futures: https://geopoliticalfutures.com/
Geopolitical Futures Twitter: https://twitter.com/gpfutures

Emil's Twitter: https://twitter.com/EmilKalinowski
Jeff's Twitter: https://twitter.com/JeffSnider_AIP
Art: https://davidparkins.com/

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Historian and geopolitical strategist George Friedman's commentary on two concepts of international relations: a liberal international order and a rules-based system. A reading, by Emil Kalinowski.

----------WHO----------
George Friedman of Geopolitical Futures. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "South Is That Way" by Lofive featuring Divty at Epidemic Sound.

----------WHAT----------
The Myth of a Rules-Based World: https://bit.ly/3ugx2yP

----------WHERE----------
George Friedman's Writings: https://bit.ly/3gUl7ms
George Friedman's Twitter: https://twitter.com/George_Friedman

Geopolitical Futures: https://geopoliticalfutures.com/
Geopolitical Futures Twitter: https://twitter.com/gpfutures

Emil's Twitter: https://twitter.com/EmilKalinowski
Jeff's Twitter: https://twitter.com/JeffSnider_AIP
Art: https://davidparkins.com/

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Fri, 21 May 2021 04:00:00 -0400 Jeff Snider Jeff Snider 720 A reading, by Emil Kalinowski. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No A Rise in Prices or Dictators or Both 75 75 A Rise in Prices or Dictators or Both full 66bd3f91-11f0-4cc5-b660-dc15071e73a1 https://share.transistor.fm/s/57a219f9 PART 01: In the 1930s the economic devastation was so bad that only radical solutions remained. But then, like now in our Silent Depression, radicalism does not mean success necessarily. The key is to first understand why the devastation in the first place. Otherwise? Dictators.

PART 02: Starting in October 2019 the Federal Reserve began to buy US Treasury Bills, EXCLUSIVELY. Starting in March 2020 the Fed stopped buy UST Bills, EXPLICITLY. What happened in between? Only the second Global Financial Crisis. 'Oops! Sorry we stripped the system of collateral.'

PART 03: Claudius Ptolemy, a genius, reconciled a geocentric model of the Universe with unexpected planetary paths with "deferent", "epicycle", "eccentric" and "equant" movements. Ben Bernanke, a technocrat, reconciled the unexpected path of bond yields with "term premia".


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
Higher Prices Must Be Engineered to Restrain Dictators: https://bit.ly/3ttRxXt
SOMA’s Been Talking For Over A Year: Jay’s Got Some Explaining To Do (bills): https://bit.ly/33sXYja
Global, Not Term Premiums: What Low Yields Really Say: https://bit.ly/2RCgVgL
Is There a Global Factor in U.S. Bond Yields?: https://bit.ly/3f7qjRo
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

 
---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Fort Green Sunset" by Brendon Moeller at Epidemic Sound.

]]> PART 01: In the 1930s the economic devastation was so bad that only radical solutions remained. But then, like now in our Silent Depression, radicalism does not mean success necessarily. The key is to first understand why the devastation in the first place. Otherwise? Dictators.

PART 02: Starting in October 2019 the Federal Reserve began to buy US Treasury Bills, EXCLUSIVELY. Starting in March 2020 the Fed stopped buy UST Bills, EXPLICITLY. What happened in between? Only the second Global Financial Crisis. 'Oops! Sorry we stripped the system of collateral.'

PART 03: Claudius Ptolemy, a genius, reconciled a geocentric model of the Universe with unexpected planetary paths with "deferent", "epicycle", "eccentric" and "equant" movements. Ben Bernanke, a technocrat, reconciled the unexpected path of bond yields with "term premia".


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
Higher Prices Must Be Engineered to Restrain Dictators: https://bit.ly/3ttRxXt
SOMA’s Been Talking For Over A Year: Jay’s Got Some Explaining To Do (bills): https://bit.ly/33sXYja
Global, Not Term Premiums: What Low Yields Really Say: https://bit.ly/2RCgVgL
Is There a Global Factor in U.S. Bond Yields?: https://bit.ly/3f7qjRo
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

 
---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Fort Green Sunset" by Brendon Moeller at Epidemic Sound.

]]> Thu, 20 May 2021 10:19:23 -0400 Jeff Snider Jeff Snider 3780 In the 1930s the economic devastation was so bad that only radical solutions remained. In the 1930s the economic devastation was so bad that only radical solutions remained. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Interview: Allison Fedirka 74 74 Interview: Allison Fedirka full 0ab08053-62df-4901-8954-3c57e94f6f25 https://share.transistor.fm/s/7f94a3d9 Geopolitical analyst Allison Fedirka explains what made some countries socioeconomic success stories, where the next emerging market stars may be, and whether a decentralized international balance is in our future.


---------SEE IT-----------
Geopolitical Futures: https://bit.ly/3hv7Px0
LinkedIn: https://bit.ly/3eN7qEi
Twitter: https://twitter.com/AFedirka

Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #74 TOPICS----
01:10 Allison Fedirka, director of analysis for Geopolitical Futures (and polyglot!) as guest.
06:18 Uruguay is the (very?) rare socioeconomic success story - how did they do it?
14:52 Chile is the (very?) rare socioeconomic success stories - how did they do it?
18:55 Where does long-term political stability emanate from?
23:46 Which country or region has the potential to be the next emerging market success story?
26:52 How does the trend of deglobalization factor into geopolitical analysis?
29:31 Which countries demonstrate and execute successfully on a long-term vision? How do they?
40:06 Was the conceit of post-Cold War Globalization that it was inevitable and an evolution?
45:23 The biggest danger to geopolitical strategists is to not forecast serious changes.
49:40 What does the next world order look like? What is the next geopolitical equilibrium?
55:01 Is a decentralized international order possible?
60:57 Does cryptocurrency fit into a geopolitical analysis? What's its presence in S. America?
66:37 Do either Argentina or Venezuela, once wealthy nations, hold lessons for rich countries?


--------REFERENCES--------
Geopolitical Futures: https://geopoliticalfutures.com/welcome/
 

---------WHO-----------
Allison Fedirka, director of analysis for Geopolitical Futures, with Jeff Snider, Head of Global Investment Research for Alhambra Investments, and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Queen of the Night" by Andrés Cantú at Epidemic Sound.

]]> Geopolitical analyst Allison Fedirka explains what made some countries socioeconomic success stories, where the next emerging market stars may be, and whether a decentralized international balance is in our future.


---------SEE IT-----------
Geopolitical Futures: https://bit.ly/3hv7Px0
LinkedIn: https://bit.ly/3eN7qEi
Twitter: https://twitter.com/AFedirka

Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #74 TOPICS----
01:10 Allison Fedirka, director of analysis for Geopolitical Futures (and polyglot!) as guest.
06:18 Uruguay is the (very?) rare socioeconomic success story - how did they do it?
14:52 Chile is the (very?) rare socioeconomic success stories - how did they do it?
18:55 Where does long-term political stability emanate from?
23:46 Which country or region has the potential to be the next emerging market success story?
26:52 How does the trend of deglobalization factor into geopolitical analysis?
29:31 Which countries demonstrate and execute successfully on a long-term vision? How do they?
40:06 Was the conceit of post-Cold War Globalization that it was inevitable and an evolution?
45:23 The biggest danger to geopolitical strategists is to not forecast serious changes.
49:40 What does the next world order look like? What is the next geopolitical equilibrium?
55:01 Is a decentralized international order possible?
60:57 Does cryptocurrency fit into a geopolitical analysis? What's its presence in S. America?
66:37 Do either Argentina or Venezuela, once wealthy nations, hold lessons for rich countries?


--------REFERENCES--------
Geopolitical Futures: https://geopoliticalfutures.com/welcome/
 

---------WHO-----------
Allison Fedirka, director of analysis for Geopolitical Futures, with Jeff Snider, Head of Global Investment Research for Alhambra Investments, and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Queen of the Night" by Andrés Cantú at Epidemic Sound.

]]> Mon, 17 May 2021 08:02:43 -0400 Jeff Snider Jeff Snider 4980 Allison Fedirka on Geopolitics and S. America Allison Fedirka on Geopolitics and S. America Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No LIVE! Reaction Answering the WSJ's Greg Ip 73 73 LIVE! Reaction Answering the WSJ's Greg Ip full 4f033533-5378-4647-90be-ed46ddede0e4 https://share.transistor.fm/s/5e5d80e3 Might the economy take off?  According to a Wall Street Journal opinion column, solid wage growth and unfilled openings point to much less labor market slack than headline unemployment data.  Jeff Snider reacts live.


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #73 TOPICS----
00:58 Some data suggests the US labor market is starting to look - well - tight.
02:08 Expect to hear about labor shortages and bottlenecks for the rest of the year.
02:46 In a bad labor market workers would accept much lower pay. That hasn’t happened.
04:34 Another sign of a tightening labor market: employers having trouble staffing up.
06:59 Why do some numbers suggest labor slack while other numbers suggest it is tight?
09:20 Greg Ip suggests "Only a small share of those labor market dropouts want a job."
14:52 The jobs market is not as bad as we think, therefore there is a risk of inflation.


--------REFERENCES--------
The Job Market Is Tighter Than You Think: https://on.wsj.com/3heuQ7q
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7
 

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Sunset Drive" by Future Joust at Epidemic Sound.

]]> Might the economy take off?  According to a Wall Street Journal opinion column, solid wage growth and unfilled openings point to much less labor market slack than headline unemployment data.  Jeff Snider reacts live.


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #73 TOPICS----
00:58 Some data suggests the US labor market is starting to look - well - tight.
02:08 Expect to hear about labor shortages and bottlenecks for the rest of the year.
02:46 In a bad labor market workers would accept much lower pay. That hasn’t happened.
04:34 Another sign of a tightening labor market: employers having trouble staffing up.
06:59 Why do some numbers suggest labor slack while other numbers suggest it is tight?
09:20 Greg Ip suggests "Only a small share of those labor market dropouts want a job."
14:52 The jobs market is not as bad as we think, therefore there is a risk of inflation.


--------REFERENCES--------
The Job Market Is Tighter Than You Think: https://on.wsj.com/3heuQ7q
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7
 

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Sunset Drive" by Future Joust at Epidemic Sound.

]]> Fri, 14 May 2021 08:51:49 -0400 Jeff Snider Jeff Snider 1080 Might the US employment situation be much better than widely believed? Might the US employment situation be much better than widely believed? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Is Warren Buffett Beautiful? 72 72 Is Warren Buffett Beautiful? full 3f8a18a0-8bbb-4d42-9c8c-e72e3da4f3eb https://share.transistor.fm/s/8e508146 From 2009-12 Buffett warned that emergency monetary and fiscal action would stoke inflation, that the dollar was in the hands of a profligate Congress and that Treasuries would lose real value. He was wrong. Now he's back.

"Number one rule of Wall Street: nobody - I don't care if you're Warren Buffett or Jimmy Buffett - nobody knows if the stock's going to go up, down, sideways, or in [#]ucking circles; least of all stockbrokers. It's all a Fugazzi. You know what a Fugazzi is?"
- Matthew McConaughey as Mark Hanna in "The Wolf of Wall Street"


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
TuneIn: http://tun.in/pjT2Z
Vurbl: https://bit.ly/3rq4dPn
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Apple: https://apple.co/3czMcWN
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Podchaser: https://bit.ly/3oFCrwN
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #72 TOPICS----
01:16 Howard Buffett, Warren's father, was an outspoken opponent of the New Deal fiscal deficits
03:04 Prior to 1933 the gold standard was an opportunity for people to act as 'bond vigilantes'
05:14 In 2009 Buffett warned of fiscal irresponsibility; the dollar's value in danger (nope).
09:21 In 2011 Buffett warned that the US dollar purchasing power would suffer losses (nope).
12:13 In 2011 Buffett warned that the potential for inflation was significant (nope).
12:26 In 2012 Buffett warned that the value of US Treasuries would suffer real losses (nope).
14:29 Are stocks a discounting mechanism that accurately reflect economic fundamentals? (nope).
17:14 Have US stocks, since 2008, performed better during non-QE periods than QE periods?
20:06 Academic studies explain that the three ways QE may affect the economy don't affect it.
24:25 In 2021 Buffett warns that inflation is happening and that the US economy is red hot. 
26:03 Is inflation a K-shaped phenomenon where the less-well off are bearing the brunt of it?


--------REFERENCES--------
Is Warren Buffett Beautiful?: https://bit.ly/2Q13nuJ
Buffet's "The Greenback Effect": https://nyti.ms/3f2mey3
Crypto & Coffee with @NicholasBlack60: https://youtu.be/oaz-n6ayL1w
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments, and Emil Kalinowski short stocks since March 6, 2009. Art by David Parkins. Podcast intro/outro is "The Bayou" by Tigerblood Jewel at Epidemic Sound.

]]> From 2009-12 Buffett warned that emergency monetary and fiscal action would stoke inflation, that the dollar was in the hands of a profligate Congress and that Treasuries would lose real value. He was wrong. Now he's back.

"Number one rule of Wall Street: nobody - I don't care if you're Warren Buffett or Jimmy Buffett - nobody knows if the stock's going to go up, down, sideways, or in [#]ucking circles; least of all stockbrokers. It's all a Fugazzi. You know what a Fugazzi is?"
- Matthew McConaughey as Mark Hanna in "The Wolf of Wall Street"


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
TuneIn: http://tun.in/pjT2Z
Vurbl: https://bit.ly/3rq4dPn
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Apple: https://apple.co/3czMcWN
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Podchaser: https://bit.ly/3oFCrwN
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #72 TOPICS----
01:16 Howard Buffett, Warren's father, was an outspoken opponent of the New Deal fiscal deficits
03:04 Prior to 1933 the gold standard was an opportunity for people to act as 'bond vigilantes'
05:14 In 2009 Buffett warned of fiscal irresponsibility; the dollar's value in danger (nope).
09:21 In 2011 Buffett warned that the US dollar purchasing power would suffer losses (nope).
12:13 In 2011 Buffett warned that the potential for inflation was significant (nope).
12:26 In 2012 Buffett warned that the value of US Treasuries would suffer real losses (nope).
14:29 Are stocks a discounting mechanism that accurately reflect economic fundamentals? (nope).
17:14 Have US stocks, since 2008, performed better during non-QE periods than QE periods?
20:06 Academic studies explain that the three ways QE may affect the economy don't affect it.
24:25 In 2021 Buffett warns that inflation is happening and that the US economy is red hot. 
26:03 Is inflation a K-shaped phenomenon where the less-well off are bearing the brunt of it?


--------REFERENCES--------
Is Warren Buffett Beautiful?: https://bit.ly/2Q13nuJ
Buffet's "The Greenback Effect": https://nyti.ms/3f2mey3
Crypto & Coffee with @NicholasBlack60: https://youtu.be/oaz-n6ayL1w
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments, and Emil Kalinowski short stocks since March 6, 2009. Art by David Parkins. Podcast intro/outro is "The Bayou" by Tigerblood Jewel at Epidemic Sound.

]]> Wed, 12 May 2021 11:16:31 -0400 Jeff Snider Jeff Snider 1920 Buffett knows stocks but not money. Buffett knows stocks but not money. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Interview: Carolyn Sissoko 71 71 Interview: Carolyn Sissoko full ce40a795-375f-4335-89d1-49f38c99c801 https://share.transistor.fm/s/ac0e4c6d Professor Sissoko focuses attention on the fact that the post-2008 financial system has changed dramatically but that technocrats have not tackled what the changes mean. Sissoko discusses the path to the 2008 and 2020 shocks and proposes we turn the clock back to a wiser time.


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #71 TOPICS----
01:57 Who is Carolyn Sissoko, associate professor of at the University of the West of England?
05:41 What legal decisions led to such a preeminent position for the modern day repo market?
11:03 The Fed delivered liquidity in 2008 and 2020 but should markets come to count on it?
17:02 Profound legal changes in financial markets caught central bank economists unawares.
19:26 A summary of Carolyn's "The Collateral Supply Effect on Central Bank Policy"
22:27 When the Fed stopped freely financing intraday credit for banks, it encouraged repo
25:30 Is a collateralized loan safer than uncollateralized at both the micro and macro levels?
27:36 What 'moment' led to the 'birth' of the modern-day, systemically critical repo market?
34:15 Is the repo market inherently and irredeemably unstable?
39:27 Is there a solution: central counterparty, dealer of last resort, standing repo facility
43:16 Carolyn suggests the best solution is to return to an unsecured interbank money market


--------REFERENCES--------
Dr. Sissoko's Twitter: https://twitter.com/@csissoko
Dr. Sissoko's "The Collateral Supply Effect on Central Bank Policy": https://bit.ly/3tCslOV
Dr. Sissoko on Social Science Research Network: https://bit.ly/3fhK5Kj
Dr. Sissoko's Macro Musings Interview: https://bit.ly/3trTCTV
 

---------WHO-----------
Carolyn Sissoko, associate professor of economics at the University of the West of England with Jeff Snider, Head of Global Investment Research for Alhambra Investments, and Emil Kalinowski. Art by the Mr. Chips of colour, David Parkins. Podcast intro/outro is "Revolt" by Luwaks at Epidemic Sound.

]]> Professor Sissoko focuses attention on the fact that the post-2008 financial system has changed dramatically but that technocrats have not tackled what the changes mean. Sissoko discusses the path to the 2008 and 2020 shocks and proposes we turn the clock back to a wiser time.


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #71 TOPICS----
01:57 Who is Carolyn Sissoko, associate professor of at the University of the West of England?
05:41 What legal decisions led to such a preeminent position for the modern day repo market?
11:03 The Fed delivered liquidity in 2008 and 2020 but should markets come to count on it?
17:02 Profound legal changes in financial markets caught central bank economists unawares.
19:26 A summary of Carolyn's "The Collateral Supply Effect on Central Bank Policy"
22:27 When the Fed stopped freely financing intraday credit for banks, it encouraged repo
25:30 Is a collateralized loan safer than uncollateralized at both the micro and macro levels?
27:36 What 'moment' led to the 'birth' of the modern-day, systemically critical repo market?
34:15 Is the repo market inherently and irredeemably unstable?
39:27 Is there a solution: central counterparty, dealer of last resort, standing repo facility
43:16 Carolyn suggests the best solution is to return to an unsecured interbank money market


--------REFERENCES--------
Dr. Sissoko's Twitter: https://twitter.com/@csissoko
Dr. Sissoko's "The Collateral Supply Effect on Central Bank Policy": https://bit.ly/3tCslOV
Dr. Sissoko on Social Science Research Network: https://bit.ly/3fhK5Kj
Dr. Sissoko's Macro Musings Interview: https://bit.ly/3trTCTV
 

---------WHO-----------
Carolyn Sissoko, associate professor of economics at the University of the West of England with Jeff Snider, Head of Global Investment Research for Alhambra Investments, and Emil Kalinowski. Art by the Mr. Chips of colour, David Parkins. Podcast intro/outro is "Revolt" by Luwaks at Epidemic Sound.

]]> Mon, 10 May 2021 08:06:40 -0400 Jeff Snider Jeff Snider 3240 Studying banking with one eye on the economics and the other on the law. Studying banking with one eye on the economics and the other on the law. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Around: George Friedman on War with China and Russia 70 70 Reading Around: George Friedman on War with China and Russia full 4787cf4d-3d58-4628-8a82-fe6f063ca6dd https://share.transistor.fm/s/792aa6fe Historian and geopolitical strategist George Friedman's commentary on the (un)likelihood of war with China and Russia. A reading, by Emil Kalinowski.

----------WHO----------
George Friedman of Geopolitical Futures. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Sweet Violet" by Yi Nantiro at Epidemic Sound.

----------WHAT----------
The Unlikelihood of a War With China and Russia: https://bit.ly/2Rg3LWn
The most dangerous place on Earth: https://econ.st/3nHHcG5
Putin’s next move: https://econ.st/3aVQQQw

----------WHERE----------
George Friedman's Writings: https://bit.ly/3gUl7ms
George Friedman's Twitter: https://twitter.com/George_Friedman

Geopolitical Futures: https://geopoliticalfutures.com/
Geopolitical Futures Twitter: https://twitter.com/gpfutures
Geopolitical Futures Podcast: https://bit.ly/3tgFahj

Emil's Twitter: https://twitter.com/EmilKalinowski
Art: https://davidparkins.com/

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
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iHeart: https://ihr.fm/31jq7cI
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ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Historian and geopolitical strategist George Friedman's commentary on the (un)likelihood of war with China and Russia. A reading, by Emil Kalinowski.

----------WHO----------
George Friedman of Geopolitical Futures. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Sweet Violet" by Yi Nantiro at Epidemic Sound.

----------WHAT----------
The Unlikelihood of a War With China and Russia: https://bit.ly/2Rg3LWn
The most dangerous place on Earth: https://econ.st/3nHHcG5
Putin’s next move: https://econ.st/3aVQQQw

----------WHERE----------
George Friedman's Writings: https://bit.ly/3gUl7ms
George Friedman's Twitter: https://twitter.com/George_Friedman

Geopolitical Futures: https://geopoliticalfutures.com/
Geopolitical Futures Twitter: https://twitter.com/gpfutures
Geopolitical Futures Podcast: https://bit.ly/3tgFahj

Emil's Twitter: https://twitter.com/EmilKalinowski
Art: https://davidparkins.com/

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
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Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Fri, 07 May 2021 04:00:00 -0400 Jeff Snider Jeff Snider 900 A reading, by Emil Kalinowski. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No LIVE! Reaction: Answering The Economist 69 69 LIVE! Reaction: Answering The Economist full 7ccfe04b-e5fe-47d5-8f8d-7a3db9c59c9f https://share.transistor.fm/s/e0fe3cdf The Economist magazine states that "the covid-19 crisis is highlighting the limits of unemployment-insurance figures" and therefore "jobless-claims data give little insight into America’s economy". Jeff Snider reacts Live! to the article and offers his own thoughts.


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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Google: https://bit.ly/3e2Z48M
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Stitcher: https://bit.ly/2C1M1GB
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SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #69 TOPICS----
01:34 The Economist finds some of the unemployment data in the United States unbelievable
03:32 The 80 million claims filed last year does not mean that 80 million were unemployed
05:09 The Economist implies that because the 80M is preposterous the other labor stats are too
07:34 It is legitimate to acknowledge distortions to the labor stats; there are anomalies
09:32 Many economic accounts indicate that bad news in unemployment is perfectly reasonable
10:22 The jobless claims / labor market is improving over recent weeks.
13:13 Is there a clearly, unambiguous positive economic metric in the US economy?


--------REFERENCES--------
Why jobless-claims data give little insight into America’s economy: https://econ.st/3xzZn5r
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7
 

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Rollerblade" by Arc De Soleil at Epidemic Sound.

]]> The Economist magazine states that "the covid-19 crisis is highlighting the limits of unemployment-insurance figures" and therefore "jobless-claims data give little insight into America’s economy". Jeff Snider reacts Live! to the article and offers his own thoughts.


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #69 TOPICS----
01:34 The Economist finds some of the unemployment data in the United States unbelievable
03:32 The 80 million claims filed last year does not mean that 80 million were unemployed
05:09 The Economist implies that because the 80M is preposterous the other labor stats are too
07:34 It is legitimate to acknowledge distortions to the labor stats; there are anomalies
09:32 Many economic accounts indicate that bad news in unemployment is perfectly reasonable
10:22 The jobless claims / labor market is improving over recent weeks.
13:13 Is there a clearly, unambiguous positive economic metric in the US economy?


--------REFERENCES--------
Why jobless-claims data give little insight into America’s economy: https://econ.st/3xzZn5r
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7
 

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Rollerblade" by Arc De Soleil at Epidemic Sound.

]]> Wed, 05 May 2021 04:00:00 -0400 Jeff Snider Jeff Snider 1080 Are US unemployment-insurance claims irredeemably off the mark? Are US unemployment-insurance claims irredeemably off the mark? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Constrained Money Dealers 68 68 Constrained Money Dealers full 3d0d6602-ddb2-4249-ad8a-601fe103c056 https://share.transistor.fm/s/f15f5da2 PART 01: The rise and fall of an arbitrage trade by hedge funds known as the Treasury cash-futures basis trade. That was the focus of an excellent research paper by two government researchers. But there's just one problem. They don't ask what caused the rise of the basis trade in the first place.

PART 02: Open interest in US Treasury Long Bond futures have crossed the 800,000-line only a few times in the past quarter-century. Nothing ever good happened in markets or the world economy when that happened. Where are they today? Almost 1.2 million. Why, who and when?

PART 03: On April 23 the 5-year US Treasury Inflation Protected Security auction resulted in LOWER inflation expectations. For years now these auctions conveyed RISING market-based inflation expectations. But now? With monetary 'printing' and fiscal 'stimulus' gone wild the market says, "Put your shirt back on."

---------SPONSOR----------
But first, this from Eurodollar Enterprises! Friends, are you employed by the Ministry of Treasure? Do your political masters require foaming asset prices to placate the great unwashed? Are you unsure how to balance maniacal froth with sustainable momentum? Then a box of Bath Suds from Eurodollar Enterprises is for you!

Yes, practice blowing bubbles in the gurgling luxury of your free-standing clawfoot tub. Find the perfect mix between liquidity and hot air with the capital markets foam formulation. Our line of bubble brews include: currencies, commodities, cryptos and collectibles. Blow them all! Orders received today will come with a fussy central banker - typically retailing for the price of hedge fund general partner - absolutely free! Simulate the political arena trying to blow it in the presence of an erratic technocrat. Don't blow it! Blow it, with Bath Suds. New! From Eurodollar Enterprises. (Central banker swimsuit not included.)

---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

--------REFERENCES--------
A Profound Statement In the Ongoing Saga of Shadow Money: https://bit.ly/3aOcHcs
Hedge Funds and the Treasury Cash-Futures Disconnect: https://bit.ly/3nIqFBV
The Warehouse Gap Does Much To Fill In Why There Were Never Too Many Treasuries: https://bit.ly/332LpL5
What Is It About TIPS 5s Auctions? What Was It About *This* One?: https://bit.ly/3gObbLn
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7
 
---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski, all about that basis (trade). Art by the nice version of Gordon Ramsey, David Parkins. Podcast intro/outro is "Pa Na Ma" by Giants' Nest at Epidemic Sound.

]]> PART 01: The rise and fall of an arbitrage trade by hedge funds known as the Treasury cash-futures basis trade. That was the focus of an excellent research paper by two government researchers. But there's just one problem. They don't ask what caused the rise of the basis trade in the first place.

PART 02: Open interest in US Treasury Long Bond futures have crossed the 800,000-line only a few times in the past quarter-century. Nothing ever good happened in markets or the world economy when that happened. Where are they today? Almost 1.2 million. Why, who and when?

PART 03: On April 23 the 5-year US Treasury Inflation Protected Security auction resulted in LOWER inflation expectations. For years now these auctions conveyed RISING market-based inflation expectations. But now? With monetary 'printing' and fiscal 'stimulus' gone wild the market says, "Put your shirt back on."

---------SPONSOR----------
But first, this from Eurodollar Enterprises! Friends, are you employed by the Ministry of Treasure? Do your political masters require foaming asset prices to placate the great unwashed? Are you unsure how to balance maniacal froth with sustainable momentum? Then a box of Bath Suds from Eurodollar Enterprises is for you!

Yes, practice blowing bubbles in the gurgling luxury of your free-standing clawfoot tub. Find the perfect mix between liquidity and hot air with the capital markets foam formulation. Our line of bubble brews include: currencies, commodities, cryptos and collectibles. Blow them all! Orders received today will come with a fussy central banker - typically retailing for the price of hedge fund general partner - absolutely free! Simulate the political arena trying to blow it in the presence of an erratic technocrat. Don't blow it! Blow it, with Bath Suds. New! From Eurodollar Enterprises. (Central banker swimsuit not included.)

---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

--------REFERENCES--------
A Profound Statement In the Ongoing Saga of Shadow Money: https://bit.ly/3aOcHcs
Hedge Funds and the Treasury Cash-Futures Disconnect: https://bit.ly/3nIqFBV
The Warehouse Gap Does Much To Fill In Why There Were Never Too Many Treasuries: https://bit.ly/332LpL5
What Is It About TIPS 5s Auctions? What Was It About *This* One?: https://bit.ly/3gObbLn
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7
 
---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski, all about that basis (trade). Art by the nice version of Gordon Ramsey, David Parkins. Podcast intro/outro is "Pa Na Ma" by Giants' Nest at Epidemic Sound.

]]> Mon, 03 May 2021 04:00:00 -0400 Jeff Snider Jeff Snider 4320 A straight-jacket of risk perceptions, collateral requirements and volatility assumptions are restraining dealers' balance sheets. A straight-jacket of risk perceptions, collateral requirements and volatility assumptions are restraining dealers' balance sheets. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Collateral 'Cloning' 67 67 Collateral 'Cloning' full ccf5c97c-e142-4f51-975d-3989007e0a32 https://share.transistor.fm/s/96e98890 PART 01: Government stimulus seems to work sometimes (e.g. US recessions after WW2). Other times it clearly fails: 1970s USSR, 1980s S. America and Africa, 1990s Japan, and USA post-2008. Presidents Bush (ECA 2008), Obama (ARRA 2009) and Trump (TCJA 2017) tried and failed. Will Biden be any different?

PART 02: When public debt rises to around 90% of GDP economic growth falls by 1% each year. A review of Carmen Reinhart and Kenneth Rogoff's study and a look at global debt levels in 2008, 2011 and 2020.

PART 03: US Treasury Securities are the financial system's best collateral. But quantitative easing pulls Treasuries out of the system! In response market participants are 'forced' to repledge the SAME security more and more and more and more and more and more (and more and more and more and more and more and more and more and more and more and more and more and more and more and more)!


---------SPONSOR----------
The motion picture event of the summer: (Con)Tango & Cash. When an international smuggling ring uses the local commodity exchange to send gold into backwardation, two macroeconomists take matters into their own hands... and onto the spot market. 

Starring Travis 'the President' Kimmel as Contango, "You can take delivery of lead -- punk."  

And Steven 'the Monarch' Van Metre as Cash, "You know how I promised to let you close out that trade?" 

"Yeah man, you did Cash!  You did promise!"  

"I lied."

With Grant Williams as the polite British guy, “Well chaps, you put the mockers on, didn’t you?”  

This motion picture will never be rated. Available only on-demand at Real Vision.


---------SEE IT-----------
Twitter: https://twitter.com/JeffSnider_AIP
Twitter: https://twitter.com/EmilKalinowski
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL
Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
Neither Keynes, Trump, Pumps Nor Priming: https://bit.ly/3gBbE39

The Economist: America’s extraordinary economic gamble https://econ.st/3xiGkwf

The Durable Hibernating of Vigilantism: https://bit.ly/3esvtaf
Growth in a Time of Debt: https://bit.ly/2S3COpl
BIS Total credit to the government sector: https://bit.ly/2Pl3UHB
The QEnundrum: https://bit.ly/2QuMJDY
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by the Sir Ian Wilmut of the color pipette David Parkins. Podcast intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.

]]> PART 01: Government stimulus seems to work sometimes (e.g. US recessions after WW2). Other times it clearly fails: 1970s USSR, 1980s S. America and Africa, 1990s Japan, and USA post-2008. Presidents Bush (ECA 2008), Obama (ARRA 2009) and Trump (TCJA 2017) tried and failed. Will Biden be any different?

PART 02: When public debt rises to around 90% of GDP economic growth falls by 1% each year. A review of Carmen Reinhart and Kenneth Rogoff's study and a look at global debt levels in 2008, 2011 and 2020.

PART 03: US Treasury Securities are the financial system's best collateral. But quantitative easing pulls Treasuries out of the system! In response market participants are 'forced' to repledge the SAME security more and more and more and more and more and more (and more and more and more and more and more and more and more and more and more and more and more and more and more and more)!


---------SPONSOR----------
The motion picture event of the summer: (Con)Tango & Cash. When an international smuggling ring uses the local commodity exchange to send gold into backwardation, two macroeconomists take matters into their own hands... and onto the spot market. 

Starring Travis 'the President' Kimmel as Contango, "You can take delivery of lead -- punk."  

And Steven 'the Monarch' Van Metre as Cash, "You know how I promised to let you close out that trade?" 

"Yeah man, you did Cash!  You did promise!"  

"I lied."

With Grant Williams as the polite British guy, “Well chaps, you put the mockers on, didn’t you?”  

This motion picture will never be rated. Available only on-demand at Real Vision.


---------SEE IT-----------
Twitter: https://twitter.com/JeffSnider_AIP
Twitter: https://twitter.com/EmilKalinowski
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL
Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
Neither Keynes, Trump, Pumps Nor Priming: https://bit.ly/3gBbE39

The Economist: America’s extraordinary economic gamble https://econ.st/3xiGkwf

The Durable Hibernating of Vigilantism: https://bit.ly/3esvtaf
Growth in a Time of Debt: https://bit.ly/2S3COpl
BIS Total credit to the government sector: https://bit.ly/2Pl3UHB
The QEnundrum: https://bit.ly/2QuMJDY
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by the Sir Ian Wilmut of the color pipette David Parkins. Podcast intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.

]]> Mon, 26 Apr 2021 14:21:13 -0400 Jeff Snider Jeff Snider 3720 Quantitative Easing pulls collateral out of the system, forcing banks to 'clone' the remaining sovereign bonds with shadows and mirrors. Quantitative Easing pulls collateral out of the system, forcing banks to 'clone' the remaining sovereign bonds with shadows and mirrors. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No LIVE! Reaction: Answering the St. Louis Fed 66 66 LIVE! Reaction: Answering the St. Louis Fed full 42d54451-fbd7-4edc-b3fe-7c0aa93cebb8 https://share.transistor.fm/s/7fcf7a0a In 2014 the St. Louis Federal Reserve noted that despite a MASSIVE increase in money the expected 4 to 6% inflation did not materialize. The researchers suggest it was a "liquidity trap". Yes, and no. But mostly no.


---------SEE IT-----------
Twitter: https://twitter.com/JeffSnider_AIP
Twitter: https://twitter.com/EmilKalinowski
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL
Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #66TOPICS----
00:05 In the pre-2007 period an increase in money supply lead to an increase inflation but...
02:59 ...the post-2007 period displayed a break in the relationship (or did it?!)
04:57 Possible causes include: labor slack, banks not lending, and 'too credible' central banks
06:59 Another cause (perhaps likely?) is the Liquidity Trap.
08:16 If the Fed controls interest rates, then a liquidity trap explanation sounds legitimate
10:58 If the Fed controls interest rates, then raising rates will unwind a liquidity trap
14:39 In 2005 Greenspan testified to Congress that a fundamental monetary assumption had failed
17:57 The Fed identified market desire for safe, liquid instruments but got the "why" wrong
19:39 The St. Louis Fed paper was published in April 2014, just as the third crisis had begun


--------REFERENCES--------
St. Louis Fed's "The Liquidity Trap": https://bit.ly/2Qc858Z
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.

]]> In 2014 the St. Louis Federal Reserve noted that despite a MASSIVE increase in money the expected 4 to 6% inflation did not materialize. The researchers suggest it was a "liquidity trap". Yes, and no. But mostly no.


---------SEE IT-----------
Twitter: https://twitter.com/JeffSnider_AIP
Twitter: https://twitter.com/EmilKalinowski
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL
Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
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Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #66TOPICS----
00:05 In the pre-2007 period an increase in money supply lead to an increase inflation but...
02:59 ...the post-2007 period displayed a break in the relationship (or did it?!)
04:57 Possible causes include: labor slack, banks not lending, and 'too credible' central banks
06:59 Another cause (perhaps likely?) is the Liquidity Trap.
08:16 If the Fed controls interest rates, then a liquidity trap explanation sounds legitimate
10:58 If the Fed controls interest rates, then raising rates will unwind a liquidity trap
14:39 In 2005 Greenspan testified to Congress that a fundamental monetary assumption had failed
17:57 The Fed identified market desire for safe, liquid instruments but got the "why" wrong
19:39 The St. Louis Fed paper was published in April 2014, just as the third crisis had begun


--------REFERENCES--------
St. Louis Fed's "The Liquidity Trap": https://bit.ly/2Qc858Z
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Amber Lights" by Chill Cole at Epidemic Sound.

]]> Thu, 22 Apr 2021 10:47:01 -0400 Jeff Snider Jeff Snider 1260 In contrast with expectations, the injection of $3.5 trillion into the economy has not caused any significant inflation. In 2014 the St. Louis Fed asked, "Why?". In contrast with expectations, the injection of $3.5 trillion into the economy has not caused any significant inflation. In 2014 the St. Louis Fed asked, "Why?". Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Like 1970s, Like 2010s But Opposite 65 65 Like 1970s, Like 2010s But Opposite full 3b50979a-82d6-45e9-8651-9431d973cb81 https://share.transistor.fm/s/8ae9a324 -----PART 01 SUMMARY------
US President Jimmy Carter told the nation that the US dollar's devaluation "is clearly not warranted by the fundamental economic situation". In fact, it was unreservedly deserved as the necessary consequence of prolonged official incompetence.

-----PART 02 SUMMARY------
US producer prices surged in the month of March. But Federal Reserve chairman Jay Powell said they won't last, that they are "transitory". HE IS RIGHT! But the reason he gives - the covo - is not correct. No, the reason is the same one since 2007: the global, silent depression.

-----PART 03 SUMMARY------
On February 23rd the US Treasury 2-year auction put in some record-low bids. But then, on February 24th, the snowflake (or feather, or spark... maybe all three at once) came, so that by the 25th perceptions had reversed (melo)dramatically. Had Death come for US Treasuries?


---------SPONSOR----------
Friends, are you worried your monetary policies are causing lurid levels of inequality? Are you concerned civil war, its hour come round at last, slouches toward K Street? Do you worry how your supple neck will fare when the blood-dimmed tide is loosed? Then the new Eurodollar Enterprises Second Skin Neck Brace is for you!

Yes, strut through The Waste Land knowing that marauding lynch mobs of War Boys pose no danger. The carbon-fibre nanoweave is comfortable, flexible and the ultimate luxury in an April dystopia you hastened. Barter aquacola for guzzoline at Thunderdome with no concern of the guillotine. Is that the Road Warrior with a chainsaw? Then save your skin... with your Second Skin Neck Brace.


---------SEE IT-----------
Twitter: https://twitter.com/JeffSnider_AIP
Twitter: https://twitter.com/EmilKalinowski
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL
Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
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Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
History Isn't On Your Side If You're Looking for Inflation: https://bit.ly/3uW97EJ
Scorching, Blistering, Highest In A Decade! Powell’s The Voice of Reason Here?: https://bit.ly/32kpNcW
Why *Only* That Specific One? https://bit.ly/2Qe8zLF
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by the Ingmar Bergman of the pen, David Parkins. Podcast intro/outro is "Strolling with You" by John Runefelt at Epidemic Sound.

]]> -----PART 01 SUMMARY------
US President Jimmy Carter told the nation that the US dollar's devaluation "is clearly not warranted by the fundamental economic situation". In fact, it was unreservedly deserved as the necessary consequence of prolonged official incompetence.

-----PART 02 SUMMARY------
US producer prices surged in the month of March. But Federal Reserve chairman Jay Powell said they won't last, that they are "transitory". HE IS RIGHT! But the reason he gives - the covo - is not correct. No, the reason is the same one since 2007: the global, silent depression.

-----PART 03 SUMMARY------
On February 23rd the US Treasury 2-year auction put in some record-low bids. But then, on February 24th, the snowflake (or feather, or spark... maybe all three at once) came, so that by the 25th perceptions had reversed (melo)dramatically. Had Death come for US Treasuries?


---------SPONSOR----------
Friends, are you worried your monetary policies are causing lurid levels of inequality? Are you concerned civil war, its hour come round at last, slouches toward K Street? Do you worry how your supple neck will fare when the blood-dimmed tide is loosed? Then the new Eurodollar Enterprises Second Skin Neck Brace is for you!

Yes, strut through The Waste Land knowing that marauding lynch mobs of War Boys pose no danger. The carbon-fibre nanoweave is comfortable, flexible and the ultimate luxury in an April dystopia you hastened. Barter aquacola for guzzoline at Thunderdome with no concern of the guillotine. Is that the Road Warrior with a chainsaw? Then save your skin... with your Second Skin Neck Brace.


---------SEE IT-----------
Twitter: https://twitter.com/JeffSnider_AIP
Twitter: https://twitter.com/EmilKalinowski
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL
Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
History Isn't On Your Side If You're Looking for Inflation: https://bit.ly/3uW97EJ
Scorching, Blistering, Highest In A Decade! Powell’s The Voice of Reason Here?: https://bit.ly/32kpNcW
Why *Only* That Specific One? https://bit.ly/2Qe8zLF
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by the Ingmar Bergman of the pen, David Parkins. Podcast intro/outro is "Strolling with You" by John Runefelt at Epidemic Sound.

]]> Mon, 19 Apr 2021 10:39:54 -0400 Jeff Snider Jeff Snider 3960 The 1970s' inflation was a problem, so is the 2010s' disinflation. How did the Fed respond to each? In exactly the same manner. The 1970s' inflation was a problem, so is the 2010s' disinflation. How did the Fed respond to each? In exactly the same manner. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No LIVE! Reaction: Answering The Economist 64 64 LIVE! Reaction: Answering The Economist full ca7df2cd-1f73-41ab-96b5-7e28fc429524 https://share.transistor.fm/s/4ce3316c The Economist says, 'No! They are white knights to be held in reserve; don't sully them with politics.' Jeff Snider agrees on the 'No!', but for entirely opposite reasons.


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #64TOPICS----
01:08 Central bank mission creep is a result of their failure at the original job: manage money
04:38 When and why were central banks given independence and assumed a political detachment
07:14 Both governments and central bankers have taken an expansive view of the latter's mission.
08:06 Politicians do not want to tackle difficult issues, shirking their duty to central bankers
11:30 A central bank's original mission is money - not employment, not inflation.


--------REFERENCES--------
The perils of asking central banks to do too much: https://econ.st/3fZNZt5
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski. Art by David Parkins. 

]]> The Economist says, 'No! They are white knights to be held in reserve; don't sully them with politics.' Jeff Snider agrees on the 'No!', but for entirely opposite reasons.


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #64TOPICS----
01:08 Central bank mission creep is a result of their failure at the original job: manage money
04:38 When and why were central banks given independence and assumed a political detachment
07:14 Both governments and central bankers have taken an expansive view of the latter's mission.
08:06 Politicians do not want to tackle difficult issues, shirking their duty to central bankers
11:30 A central bank's original mission is money - not employment, not inflation.


--------REFERENCES--------
The perils of asking central banks to do too much: https://econ.st/3fZNZt5
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski. Art by David Parkins. 

]]> Fri, 16 Apr 2021 13:25:10 -0400 Jeff Snider Jeff Snider 908 Should central bankers fix inequality? Un-change climates? Should central bankers fix inequality? Un-change climates? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Gospel of Bernanke's Global Savings Glut 63 63 The Gospel of Bernanke's Global Savings Glut full 3d91335f-5582-4282-ae7b-52549546a5a9 https://share.transistor.fm/s/96f8d62c Karen King of the Harvard Divinity School wasn't the first 'professor' to discover "the long-buried secret of Jesus' marriage." That distinction belongs to fellow Harvard faculty member Robert Langdon, protagonist in Dan Brown's 2003 novel, The Da Vinci Code. Langdon was a fiction. King on the other hand was not; she held the very real Hollis Professorship of Divinity established in 1721 - the oldest, and arguably most prestigious, endowed chair in America. And there she was, in Rome, just seven years after serving as a consultant for the novel's film adaptation, to present at the International Congress of Coptic Studies. Like Langdon she would cast a stone at 2,000 years of patriarchal tradition.

King had in her possession a business-card-sized papyrus, bearing 30-some Coptic words, including this astounding sequence: "Mary is worthy of it... Jesus said to them, My wife... she is able to be my disciple..." King proposed the fragment was a fourth-century Coptic translation of a late-second-century Greek gospel. She called it the Gospel of Jesus' Wife - "something that would stick", she later explained.

Incredulous complaints emerged almost immediately: the handwriting appeared blatantly modern, misspellings were "monstrous". One bemused Egyptoligist noted the copyist would, "have benefited from one more semester of Coptic." Still King persisted; she leveraged her institution's reputation and that of her office to engineer a defense from the prestigious Harvard Theological Review. Not until two years later, when the forger was revealed, did she conditionally concede the scrap was "likely a fake". 

Ariel Sabar, the author of Veritas, the 2020 book which chronicles the affair, summarized King's behavior thusly: “[I]deological commitments were choreographing her practice of history. The story came first; the dates managed after. The narrative before the evidence; the news conference before the scientific analysis.” In this, the 63rd episode of Making Sense, we review the latest scholarship that questions the Gospel of Bernanke's Global Savings Glut. We note that ideological commitments are choreographing monetary practice. Expectations before the evidence; the forward guidance before the scientific analysis.


-----PART 01 SUMMARY------
In the early 2000s, bond markets ignored the Fed. Alan Greenspan called it a "conundrum". Ben Bernanke blamed a "Global Savings Glut". But recent Federal Reserve research notes events since 2008 upend the Bernanke glut and instead suggest economic weakness and financial fear as causal.

-----PART 02 SUMMARY------
Economic recovery? Then why aren't US Treasury Securities being OBLITERATED by the combined power of vaccines, fiscal stimulus and monetary easing? Maybe because stimulus is really 'stimulus' and easing is 'easing'. Indeed, US Treasury Bills are being bid and signalling angst.

-----PART 03 SUMMARY------
America's unemployment rate is a miraculously low 6% - a remarkable achievement. But behind the headlines is the sad fact that labor force participation is awful.

---------SEE IT-----------
Twitter: https://twitter.com/JeffSnider_AIP
Twitter: https://twitter.com/EmilKalinowski
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL
Art: https://davidparkins.com/

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

--------REFERENCES--------
Slight, But Only Slight, Movement In the Understanding of Rates: https://bit.ly/3t9B37Q
The Global Saving Glut and the Fall in U.S. Real Interest Rates: https://bit.ly/39WgTq0
Global Imbalances Tracker: https://on.cfr.org/3mIWx7W
Rechecking On Bill And His Newfound Followers: https://bit.ly/39Ysh4Y
Reopening 2: https://bit.ly/3s0w9sk
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. 

]]> Karen King of the Harvard Divinity School wasn't the first 'professor' to discover "the long-buried secret of Jesus' marriage." That distinction belongs to fellow Harvard faculty member Robert Langdon, protagonist in Dan Brown's 2003 novel, The Da Vinci Code. Langdon was a fiction. King on the other hand was not; she held the very real Hollis Professorship of Divinity established in 1721 - the oldest, and arguably most prestigious, endowed chair in America. And there she was, in Rome, just seven years after serving as a consultant for the novel's film adaptation, to present at the International Congress of Coptic Studies. Like Langdon she would cast a stone at 2,000 years of patriarchal tradition.

King had in her possession a business-card-sized papyrus, bearing 30-some Coptic words, including this astounding sequence: "Mary is worthy of it... Jesus said to them, My wife... she is able to be my disciple..." King proposed the fragment was a fourth-century Coptic translation of a late-second-century Greek gospel. She called it the Gospel of Jesus' Wife - "something that would stick", she later explained.

Incredulous complaints emerged almost immediately: the handwriting appeared blatantly modern, misspellings were "monstrous". One bemused Egyptoligist noted the copyist would, "have benefited from one more semester of Coptic." Still King persisted; she leveraged her institution's reputation and that of her office to engineer a defense from the prestigious Harvard Theological Review. Not until two years later, when the forger was revealed, did she conditionally concede the scrap was "likely a fake". 

Ariel Sabar, the author of Veritas, the 2020 book which chronicles the affair, summarized King's behavior thusly: “[I]deological commitments were choreographing her practice of history. The story came first; the dates managed after. The narrative before the evidence; the news conference before the scientific analysis.” In this, the 63rd episode of Making Sense, we review the latest scholarship that questions the Gospel of Bernanke's Global Savings Glut. We note that ideological commitments are choreographing monetary practice. Expectations before the evidence; the forward guidance before the scientific analysis.


-----PART 01 SUMMARY------
In the early 2000s, bond markets ignored the Fed. Alan Greenspan called it a "conundrum". Ben Bernanke blamed a "Global Savings Glut". But recent Federal Reserve research notes events since 2008 upend the Bernanke glut and instead suggest economic weakness and financial fear as causal.

-----PART 02 SUMMARY------
Economic recovery? Then why aren't US Treasury Securities being OBLITERATED by the combined power of vaccines, fiscal stimulus and monetary easing? Maybe because stimulus is really 'stimulus' and easing is 'easing'. Indeed, US Treasury Bills are being bid and signalling angst.

-----PART 03 SUMMARY------
America's unemployment rate is a miraculously low 6% - a remarkable achievement. But behind the headlines is the sad fact that labor force participation is awful.

---------SEE IT-----------
Twitter: https://twitter.com/JeffSnider_AIP
Twitter: https://twitter.com/EmilKalinowski
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL
Art: https://davidparkins.com/

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn 
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

--------REFERENCES--------
Slight, But Only Slight, Movement In the Understanding of Rates: https://bit.ly/3t9B37Q
The Global Saving Glut and the Fall in U.S. Real Interest Rates: https://bit.ly/39WgTq0
Global Imbalances Tracker: https://on.cfr.org/3mIWx7W
Rechecking On Bill And His Newfound Followers: https://bit.ly/39Ysh4Y
Reopening 2: https://bit.ly/3s0w9sk
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. 

]]> Wed, 14 Apr 2021 14:03:42 -0400 Jeff Snider Jeff Snider 3922 In the early 2000s, bond markets ignored the Fed. Alan Greenspan called it a "conundrum". Ben Bernanke blamed a "Global Savings Glut". In the early 2000s, bond markets ignored the Fed. Alan Greenspan called it a "conundrum". Ben Bernanke blamed a "Global Savings Glut". Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Monetary Shadows 62 62 The Monetary Shadows full 9121fdb0-da01-4625-95f0-36afb32e529e https://share.transistor.fm/s/85689f2b "I glanced at the list, running over names (probably misspelled) that meant nothing to me, with my hand on the butt of my righthand gun. That one now contained a very special load. According to Vannay, there was only one sure way to kill a skin-man: with a piercing object of the holy metal. I had paid the blacksmith in gold, but the bullet he’d made me – the one that would roll under the hammer at first cock – was pure silver." The scene is from The Wind Through the Keyhole, a 2012 Stephen King novel. It's not unheard of for the horror/fantasy-master's characters to call on silver to battle something from the dark and murky gray.

From his 1986 novel, IT: "But that, of course, is only a joke, and not a very good one; there is only one story left, at least one he remembers, and that is the story of the silver slugs – how they were made in Zack Denbrough's workshop on the night of July 23rd and how they were used on the 25th." A great yarn, to be sure, but as members of an advanced civilization we KNOW there's nothing in the shadows with blood-red eyes and tentacles. Then again... that's precisely why Count Dracula moved to cosmopolitan London in Bram Stoker's 1897 classic.

You see, the superstitious peasants of Transylvania knew the preternatural was real. Not so post-Enlightenment England where mucus-oozing pores and frightful claws were disclaimed. And what better place to hide disgusting aberrations, but in the shadows of denial and willfully forgotten knowledge?

Today, enlightened monetary-scientists placate us with soothing expectation policies that the shadows harbor no ill-proportioned beasts. But supposing there were. Is there a silver bullet we could roll under the hammer? In Part 2 of this, the 62nd Episode of Making Sense, Jeff Snider discusses one candidate: the Eurodollar Futures market. But first, two researchers for the Federal Reserve uncover the horror of quantitative easing. Then we conclude with the fantasy of government stimulus.

---------SUMMARY----------
01: Two Federal Reserve researchers claim the Fed, "can effectively reduce the [fragility] of the financial system by reducing the size of its balance sheet." REDUCING, not growing! To understand their conclusion we discuss: money dealers, interbank loans and collateral.

02: If there was A SILVER BULLET, if there was ONE RING TO RULE THEM ALL - if there was ONE MARKET TO FOLLOW to track the health of the global monetary order and world economy - it would be the Eurodollar Futures market. Incredibly, the Federal Reserve has a very low opinion of it.

03: The 2007-09 crisis was a permanent shock. Neo-Keynesians do not believe such a thing is possible. But consumers? Not only do they believe in permanent shocks, they KNOW they are very real. Therefore, the Trump and Biden stimulus payments have NO CHANCE of fixing the economy.

---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

--------REFERENCES--------
Seeing Interest Rates Counter To What They Actually Are: https://bit.ly/2QX730x
Federal Reserve - What Drives U.S. Treasury Re-use?: https://bit.ly/2PMHCOK
How Does Reflation Look From The Point of View of the One Market That Gets It: https://bit.ly/3cKZKlb
Yes, Curves Have Been Forced To Speak Japanese: https://bit.ly/3uhsWWW
Data Downgrading Uncle Sam’s Helicopter: https://bit.ly/3sQefcX

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Shadow of a Gunman" by Sight of Wonders and "Night Remains" by Farrell Wooten at Epidemic Sound.

]]> "I glanced at the list, running over names (probably misspelled) that meant nothing to me, with my hand on the butt of my righthand gun. That one now contained a very special load. According to Vannay, there was only one sure way to kill a skin-man: with a piercing object of the holy metal. I had paid the blacksmith in gold, but the bullet he’d made me – the one that would roll under the hammer at first cock – was pure silver." The scene is from The Wind Through the Keyhole, a 2012 Stephen King novel. It's not unheard of for the horror/fantasy-master's characters to call on silver to battle something from the dark and murky gray.

From his 1986 novel, IT: "But that, of course, is only a joke, and not a very good one; there is only one story left, at least one he remembers, and that is the story of the silver slugs – how they were made in Zack Denbrough's workshop on the night of July 23rd and how they were used on the 25th." A great yarn, to be sure, but as members of an advanced civilization we KNOW there's nothing in the shadows with blood-red eyes and tentacles. Then again... that's precisely why Count Dracula moved to cosmopolitan London in Bram Stoker's 1897 classic.

You see, the superstitious peasants of Transylvania knew the preternatural was real. Not so post-Enlightenment England where mucus-oozing pores and frightful claws were disclaimed. And what better place to hide disgusting aberrations, but in the shadows of denial and willfully forgotten knowledge?

Today, enlightened monetary-scientists placate us with soothing expectation policies that the shadows harbor no ill-proportioned beasts. But supposing there were. Is there a silver bullet we could roll under the hammer? In Part 2 of this, the 62nd Episode of Making Sense, Jeff Snider discusses one candidate: the Eurodollar Futures market. But first, two researchers for the Federal Reserve uncover the horror of quantitative easing. Then we conclude with the fantasy of government stimulus.

---------SUMMARY----------
01: Two Federal Reserve researchers claim the Fed, "can effectively reduce the [fragility] of the financial system by reducing the size of its balance sheet." REDUCING, not growing! To understand their conclusion we discuss: money dealers, interbank loans and collateral.

02: If there was A SILVER BULLET, if there was ONE RING TO RULE THEM ALL - if there was ONE MARKET TO FOLLOW to track the health of the global monetary order and world economy - it would be the Eurodollar Futures market. Incredibly, the Federal Reserve has a very low opinion of it.

03: The 2007-09 crisis was a permanent shock. Neo-Keynesians do not believe such a thing is possible. But consumers? Not only do they believe in permanent shocks, they KNOW they are very real. Therefore, the Trump and Biden stimulus payments have NO CHANCE of fixing the economy.

---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL

---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

--------REFERENCES--------
Seeing Interest Rates Counter To What They Actually Are: https://bit.ly/2QX730x
Federal Reserve - What Drives U.S. Treasury Re-use?: https://bit.ly/2PMHCOK
How Does Reflation Look From The Point of View of the One Market That Gets It: https://bit.ly/3cKZKlb
Yes, Curves Have Been Forced To Speak Japanese: https://bit.ly/3uhsWWW
Data Downgrading Uncle Sam’s Helicopter: https://bit.ly/3sQefcX

---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Shadow of a Gunman" by Sight of Wonders and "Night Remains" by Farrell Wooten at Epidemic Sound.

]]> Mon, 05 Apr 2021 23:01:21 -0400 Jeff Snider Jeff Snider 4500 Fed researchers conclude QE weakens the financial system. Also, Eurodollar Futures pierce the monetary shadows. Lastly, government stimulus is overhyped. Fed researchers conclude QE weakens the financial system. Also, Eurodollar Futures pierce the monetary shadows. Lastly, government stimulus is overhyped. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No LIVE! Reaction: Answering Jay Powell 61 61 LIVE! Reaction: Answering Jay Powell full 4dfbba5e-c8b5-4cd5-b884-c121b6e369be https://share.transistor.fm/s/ebbc2c33 So says Federal Reserve Chairman Jerome Powell in a recent Wall Street Journal opinion column. Jeff Snider listens and reacts to Powell's case that the disruption wasn't the Fed's fault and that the central bank did the best it could.


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #61 TOPICS----
01:03 Is a central bank's job to prevent crisis or to make the crisis less worse?
04:34 The Fed's goal should've been to maintain US dollar exchange rate stability and liquidity
06:01 US Treasuries were being sold by the market in March 2020, but why?
10:28 Powell says the recovery is continuing apace and on a good trajectory
12:21 The employment recovery took place almost entirely in the first months, but sideways since
14:34 What role does the mainstream media have in explaining what standard to hold the Fed to?


--------REFERENCES--------
Jerome Powell on the Pandemic Year: https://on.wsj.com/39kdnp6
One Year Later: Why No ‘V’?: https://bit.ly/3dhBaY0
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Habitual" by Ava Low at Epidemic Sound.

]]> So says Federal Reserve Chairman Jerome Powell in a recent Wall Street Journal opinion column. Jeff Snider listens and reacts to Powell's case that the disruption wasn't the Fed's fault and that the central bank did the best it could.


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #61 TOPICS----
01:03 Is a central bank's job to prevent crisis or to make the crisis less worse?
04:34 The Fed's goal should've been to maintain US dollar exchange rate stability and liquidity
06:01 US Treasuries were being sold by the market in March 2020, but why?
10:28 Powell says the recovery is continuing apace and on a good trajectory
12:21 The employment recovery took place almost entirely in the first months, but sideways since
14:34 What role does the mainstream media have in explaining what standard to hold the Fed to?


--------REFERENCES--------
Jerome Powell on the Pandemic Year: https://on.wsj.com/39kdnp6
One Year Later: Why No ‘V’?: https://bit.ly/3dhBaY0
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski. Art by David Parkins. Podcast intro/outro is "Habitual" by Ava Low at Epidemic Sound.

]]> Wed, 31 Mar 2021 10:32:38 -0400 Jeff Snider Jeff Snider 1020 With no way to avert a US downturn, the Fed had to act forcefully to limit damage. With no way to avert a US downturn, the Fed had to act forcefully to limit damage. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Commemorating QE's 20th Anniversary 60 60 Commemorating QE's 20th Anniversary full 727f024c-63ea-4853-b98e-5e46774a0d54 https://share.transistor.fm/s/14024458 Jeff Snider is in his element in Episode 60, in which he observes the 20th anniversary of quantitative easing and notes the unsettling twist in oil futures; also, he reacts to the Federal Reserve Chairman who recently likened the Fed's actions last year, to the heroic Dunkirk evacuation.

Your podcaster on the other hand comes out of the gate staggering by slandering everyone's favorite nation: New Zealand. Operating under the false impression that The Hobbit was a documentary, this podcaster opens the show asserting New Zealand is home to all manner of fantastic creatures like the platypus, narwhal, orcs and elves. The YouTube comments were aflame with polite indignation. The narwhal belongs to the Arctic, not Antarctic. Worse yet, the platypus is endemic to the only country in the world that doesn't care for New Zealand: Australia.

To make amends this podcaster watched BBC Planet Earth with New Zealand's fourth most popular guitar-based digi-bongo acapella-rap-funk-comedy folk duo: Bret McKenzie and Jemaine Clement. So dear audience, please squint your ears at the start of the episode. When you hear "platypus", receive Fiordland Crested Penguin, which is twice the size of a normal-sized man.  When you hear "narwhal", instead pick up Kakapo, a parrot that identifies as an owl. When you hear "orcs", perceive Kiwi, like the bald eagle but flightless and with fur. And when you hear "elves", glean Weka another flightless bird with the legs of a witch, a taste for pickled olives and a cholesterol problem.


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----------TOPICS------------
PART 01: On March 19, 2001 CNN described quantitative easing by the Bank of Japan as "inject[ing] a large amount of money into the Japanese economy." It wasn't large, it wasn't money, and it never got to the economy. In two decades nothing has changed; not in Japan - not anywhere.

PART 02: The headline oil price has been falling since early-March, but insiders were alerted 10 days earlier of possible trouble by the futures curve. What is contango? What is backwardation? Do oil futures tell us the economy is struggling to gain additional liftoff?

PART 03: Federal Reserve Chairman Jerome Powell analogized the central bank actions in March 2020 to the heroic evacuation of soldiers from Dunkirk in WW2. A more fitting analogy is the blunderbuss loss at Dunkirk that necessitated the rescue at all.


--------REFERENCES--------
Central Banks Don't Do Quantities of Money Because They Can't: https://bit.ly/3srNL1j
Kiwi Busted QE And Its Relation To The Reflation Story: https://bit.ly/3ddL78Q

OK, NYMEX, Go On…: https://bit.ly/3cqAmkn
OK NYMEX, Beginning To Notice The Fine Print?: https://bit.ly/3rsmYAs

Was Last Month’s Fedwire A Coincidence?: https://bit.ly/3dffKuu
NPR's Full Interview With Fed Chairman Jerome Powell: https://n.pr/3crz7Sa

Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski, Flight of the Conchords fan. Art by Dunkirk Lil' Ship Capt. David Parkins. Podcast intro/outro is "New Zealand Story" by S.A. Karl at Epidemic Sound.

]]> Jeff Snider is in his element in Episode 60, in which he observes the 20th anniversary of quantitative easing and notes the unsettling twist in oil futures; also, he reacts to the Federal Reserve Chairman who recently likened the Fed's actions last year, to the heroic Dunkirk evacuation.

Your podcaster on the other hand comes out of the gate staggering by slandering everyone's favorite nation: New Zealand. Operating under the false impression that The Hobbit was a documentary, this podcaster opens the show asserting New Zealand is home to all manner of fantastic creatures like the platypus, narwhal, orcs and elves. The YouTube comments were aflame with polite indignation. The narwhal belongs to the Arctic, not Antarctic. Worse yet, the platypus is endemic to the only country in the world that doesn't care for New Zealand: Australia.

To make amends this podcaster watched BBC Planet Earth with New Zealand's fourth most popular guitar-based digi-bongo acapella-rap-funk-comedy folk duo: Bret McKenzie and Jemaine Clement. So dear audience, please squint your ears at the start of the episode. When you hear "platypus", receive Fiordland Crested Penguin, which is twice the size of a normal-sized man.  When you hear "narwhal", instead pick up Kakapo, a parrot that identifies as an owl. When you hear "orcs", perceive Kiwi, like the bald eagle but flightless and with fur. And when you hear "elves", glean Weka another flightless bird with the legs of a witch, a taste for pickled olives and a cholesterol problem.


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----------TOPICS------------
PART 01: On March 19, 2001 CNN described quantitative easing by the Bank of Japan as "inject[ing] a large amount of money into the Japanese economy." It wasn't large, it wasn't money, and it never got to the economy. In two decades nothing has changed; not in Japan - not anywhere.

PART 02: The headline oil price has been falling since early-March, but insiders were alerted 10 days earlier of possible trouble by the futures curve. What is contango? What is backwardation? Do oil futures tell us the economy is struggling to gain additional liftoff?

PART 03: Federal Reserve Chairman Jerome Powell analogized the central bank actions in March 2020 to the heroic evacuation of soldiers from Dunkirk in WW2. A more fitting analogy is the blunderbuss loss at Dunkirk that necessitated the rescue at all.


--------REFERENCES--------
Central Banks Don't Do Quantities of Money Because They Can't: https://bit.ly/3srNL1j
Kiwi Busted QE And Its Relation To The Reflation Story: https://bit.ly/3ddL78Q

OK, NYMEX, Go On…: https://bit.ly/3cqAmkn
OK NYMEX, Beginning To Notice The Fine Print?: https://bit.ly/3rsmYAs

Was Last Month’s Fedwire A Coincidence?: https://bit.ly/3dffKuu
NPR's Full Interview With Fed Chairman Jerome Powell: https://n.pr/3crz7Sa

Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski, Flight of the Conchords fan. Art by Dunkirk Lil' Ship Capt. David Parkins. Podcast intro/outro is "New Zealand Story" by S.A. Karl at Epidemic Sound.

]]> Mon, 29 Mar 2021 13:24:11 -0400 Jeff Snider Jeff Snider 3600 Central bankers agree - two decades of quantitative easing has proven conclusively the policy's ineffectualness. Central bankers agree - two decades of quantitative easing has proven conclusively the policy's ineffectualness. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Anniversary Special: Top-10 Podcast Intros 59 59 Anniversary Special: Top-10 Podcast Intros full 51f182ab-8850-4e8a-8a49-6c690c0aef1d https://share.transistor.fm/s/bea5770e March 23, 2020 is a day that no financial market participant will forget. It was the day that America's S&P 500 put in its low and stock prices began their climb to "what looks like a permanently high plateau." More importantly, it was the day that Making Sense debuted. Yes, Jeff Snider and I decided that what the world really needed in the time of Covid and financial Armageddon was another financial podcast, and that we were going to give it to them.  To commemorate the anniversary I proposed to Jeff that we do a retrospective.  Jeff responded that he would love to - really. But he was reading through the Federal Open Market Committee's August 20, 1974 Memorandum of Discussion - again.

And so instead, let me provide you with a retrospective of sorts, by playing the Top 10 Podcast Introductions as voted on by me, the introducer. Starting with Episode 14 and continuing through Episode 58 I introduce the points of discussion with the purpose of ensnaring you, the dear listener.  In two to three minutes I have to convey to you the topics in an educational or funny or poignant or enthusiastic or absurd way.  Sometimes I use a metaphor, other times a literary reading. Sometimes it is a suckescess... sometimes I can't pronounce the word success.  Either way, it is an adventure.  Here are the Top 10 Podcast Introductions of Making Sense, Season 1.


---------SEE IT-----------
Twitter: https://twitter.com/JeffSnider_AIP
Twitter: https://twitter.com/EmilKalinowski
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL
Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #59 TOPICS----
00:01 Introduction to anniversary, retrospective show about... introductions
02:33 #10 - Ep. 43 - Modern Monetary Hypnosis (24-Jan-2021)
05:56 #09 - Ep. 15 - Hey Kid, Want Some Communism? (27-Jun-2020)
09:13 #08 - Ep. 56 - False Dawn(s) (15-Mar-2021)
12:37 #07 - Ep. 34 - Social Contract (11-Nov-2020)
16:06 #06 - Ep. 17 - Communism, Don't Call it a Comeback (11-Jul-2020)
19:28 #05 - Ep. 24 - The Discovery of Oz (31-Aug-2020)
23:11 #04 - Ep. 21 - What's in the Monetary Toolkit? (09-Aug-2020)
27:12 #03 - Ep. 39 - Quantum Dollar Mechanics (14-Dec-2020)
30:48 #02 - Ep. 30 - QE2 Syndrome: Making Economics Errata (12-Oct-2020)
34:57 #11 - Ep. 28 - Interview: Brent Johnson (27-Sep-2020)
36:38 #12 - Ep. 58 - Interview: Izabella Kaminska (22-Mar-2021)
39:32 #01 - Ep. 33 - Eurodollarween (02-Nov-2020)


----------MUSIC-----------
#10 - Ep. 43 - "Whispering of the Stars" by Luella Gren at https://bit.ly/31a9ONZ
#09 - Ep. 15 - "The Ministry" by Howard Harper-Barnes at https://bit.ly/398LeBg
#08 - Ep. 56 - "Departure Lounge" by Brendon Moeller at https://bit.ly/3tOnTgh
#07 - Ep. 34 - "All Emotions" by ELFL at https://bit.ly/395Oxti
#06 - Ep. 17 - "Callin Shots" by Damma Beatz at https://bit.ly/3rer4MK
#05 - Ep. 24 - "So Many Secrets" by Gavin Luke at https://bit.ly/3tOo5Mx
#04 - Ep. 21 - "Cornelia" by The Eastern Plain, remixed by Luwaks, at https://bit.ly/3vS2FzZ
#03 - Ep. 39 - "Otherworld" by Lama House at https://bit.ly/39b7BX3
#02 - Ep. 30 - "A Most Violent Man" by Lofive at https://bit.ly/3d1YHMu
#11 - Ep. 28 - "We Just Gotta (Get Together)" by Wanda Shakes at https://bit.ly/3sfVpf7
#12 - Ep. 58 - "Canon in D" by Johann Pachelbel at https://bit.ly/3tOu9EI
#01 - Ep. 33 - "Fugent" by Lupus Nocte at https://bit.ly/3sh5kRt


--------REFERENCES--------
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, disc jockey. Art by David Parkins. All intro music found at Epidemic Sound.

]]> March 23, 2020 is a day that no financial market participant will forget. It was the day that America's S&P 500 put in its low and stock prices began their climb to "what looks like a permanently high plateau." More importantly, it was the day that Making Sense debuted. Yes, Jeff Snider and I decided that what the world really needed in the time of Covid and financial Armageddon was another financial podcast, and that we were going to give it to them.  To commemorate the anniversary I proposed to Jeff that we do a retrospective.  Jeff responded that he would love to - really. But he was reading through the Federal Open Market Committee's August 20, 1974 Memorandum of Discussion - again.

And so instead, let me provide you with a retrospective of sorts, by playing the Top 10 Podcast Introductions as voted on by me, the introducer. Starting with Episode 14 and continuing through Episode 58 I introduce the points of discussion with the purpose of ensnaring you, the dear listener.  In two to three minutes I have to convey to you the topics in an educational or funny or poignant or enthusiastic or absurd way.  Sometimes I use a metaphor, other times a literary reading. Sometimes it is a suckescess... sometimes I can't pronounce the word success.  Either way, it is an adventure.  Here are the Top 10 Podcast Introductions of Making Sense, Season 1.


---------SEE IT-----------
Twitter: https://twitter.com/JeffSnider_AIP
Twitter: https://twitter.com/EmilKalinowski
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL
Art: https://davidparkins.com/


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #59 TOPICS----
00:01 Introduction to anniversary, retrospective show about... introductions
02:33 #10 - Ep. 43 - Modern Monetary Hypnosis (24-Jan-2021)
05:56 #09 - Ep. 15 - Hey Kid, Want Some Communism? (27-Jun-2020)
09:13 #08 - Ep. 56 - False Dawn(s) (15-Mar-2021)
12:37 #07 - Ep. 34 - Social Contract (11-Nov-2020)
16:06 #06 - Ep. 17 - Communism, Don't Call it a Comeback (11-Jul-2020)
19:28 #05 - Ep. 24 - The Discovery of Oz (31-Aug-2020)
23:11 #04 - Ep. 21 - What's in the Monetary Toolkit? (09-Aug-2020)
27:12 #03 - Ep. 39 - Quantum Dollar Mechanics (14-Dec-2020)
30:48 #02 - Ep. 30 - QE2 Syndrome: Making Economics Errata (12-Oct-2020)
34:57 #11 - Ep. 28 - Interview: Brent Johnson (27-Sep-2020)
36:38 #12 - Ep. 58 - Interview: Izabella Kaminska (22-Mar-2021)
39:32 #01 - Ep. 33 - Eurodollarween (02-Nov-2020)


----------MUSIC-----------
#10 - Ep. 43 - "Whispering of the Stars" by Luella Gren at https://bit.ly/31a9ONZ
#09 - Ep. 15 - "The Ministry" by Howard Harper-Barnes at https://bit.ly/398LeBg
#08 - Ep. 56 - "Departure Lounge" by Brendon Moeller at https://bit.ly/3tOnTgh
#07 - Ep. 34 - "All Emotions" by ELFL at https://bit.ly/395Oxti
#06 - Ep. 17 - "Callin Shots" by Damma Beatz at https://bit.ly/3rer4MK
#05 - Ep. 24 - "So Many Secrets" by Gavin Luke at https://bit.ly/3tOo5Mx
#04 - Ep. 21 - "Cornelia" by The Eastern Plain, remixed by Luwaks, at https://bit.ly/3vS2FzZ
#03 - Ep. 39 - "Otherworld" by Lama House at https://bit.ly/39b7BX3
#02 - Ep. 30 - "A Most Violent Man" by Lofive at https://bit.ly/3d1YHMu
#11 - Ep. 28 - "We Just Gotta (Get Together)" by Wanda Shakes at https://bit.ly/3sfVpf7
#12 - Ep. 58 - "Canon in D" by Johann Pachelbel at https://bit.ly/3tOu9EI
#01 - Ep. 33 - "Fugent" by Lupus Nocte at https://bit.ly/3sh5kRt


--------REFERENCES--------
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, disc jockey. Art by David Parkins. All intro music found at Epidemic Sound.

]]> Tue, 23 Mar 2021 13:13:37 -0400 Jeff Snider Jeff Snider 2700 A replay of the ten best show intros of Making Sense, Season 1. A replay of the ten best show intros of Making Sense, Season 1. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Interview: Izabella Kaminska 58 58 Interview: Izabella Kaminska full 14549908-957b-4223-9436-eabbbbf62f45 https://share.transistor.fm/s/10353947 Welcome to Making Sense.  Jeff Snider and I are joined by a very special guest, Izabella Kaminska who has accomplished many accomplished things, including being the editor of FT Alphaville, the Financial Times blog.  Though to refer to Alphaville as a mere blog, would be a gross disservice.  No ladies and gentlemen, it is much more than that.  It is the modern-day equivalent of the 17th-century London coffeehouse. 

Both, forums for transactions, spirited debate, and the exchange of information, ideas - and lies! - though Alphaville is pointing them out for our benefit.  Strangers, no matter what their social standing or political allegiance, are always welcomed into lively convivial company.  The topics, then like now: the stock exchange, insurance, auctioneering, politics, arts... Then?  The 'not-so-old' masters.  Now?  NFTs.  Both the contents of the 17th-century coffee mug and Alphaville could be described the same way: "'black as hell, strong as death, sweet as love' and shot through with grit."


--------SUMMARY--------
PART 01: Financial journalism, the necessity of skepticism, public distrust of media, press reticence to cover underclass concerns, reportage to clarify versus to convince and technology's impact on news.

  • 01:44 The nature of FT Alphaville relative to mainstream financial media
  • 08:55 The importance of skepticism and critique in Alphaville's coverage of markets
  • 13:26 According to Gallup, Americans have very little to no confidence in newspapers
  • 22:42 Media reticence to cover 'unsophisticated', 'conspiratorial' working class concerns
  • 33:41 Drawing attention to and clarifying versus reporting to confirm, conclude and/or convince
  • 43:42 Technology's impact on journalism - past, present and prospective.

PART 02: Work furlough as proto Universal Basic Income, a labor force under Modern Monetary Theory, naïve accedence of Environmental-Social Governance, socialism, communism and corporate-capitalism.

  • 46:37 Political determination of economic outcomes via furlough, UBI and socialism
  • 57:36 Good intentions of MMT and ESG act as shields against skepticism; the echoes of communism
  • 1:07:52 Political considerations (MMT, UBI, ESG) will result in inescapable market consequences
  • 1:13:14 Corporate measurement of customer behavior and its political consequences

PART 03: Bitcoin free-market green energy, non-fungible tokens, cryptocurrency's role in the monetary order, intraday interbank liquidity, central bank command-economy green agendas and more!

  • 1:20:49 The astounding impact of intraday real time gross settlement on systemic, global liquidity
  • 1:30:43 Green mandates are command-economy solutions; Bitcoin may be the free-market alternative
  • 1:34:06 Balancing transparency against privacy with non-fungible tokens and cryptocurrencies


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
Izabella Kaminska: https://www.ft.com/izabella-kaminska
Alphaville: https://www.ft.com/alphaville
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Izabella Kaminska, editor of FT Alphaville and Emil Kalinowski, a Financial Times subscriber. Art by David Parkins, the Pasqua Rosée of black ink.

Podcast intro/outro is a chamber music version of "Canon in D" by Johann Pachelbel, the 17th-century German composer. Listen at Epidemic Sound. Learn more about "The Lost World of the London Coffeehouse" from Dr. Matthew Green.

]]> Welcome to Making Sense.  Jeff Snider and I are joined by a very special guest, Izabella Kaminska who has accomplished many accomplished things, including being the editor of FT Alphaville, the Financial Times blog.  Though to refer to Alphaville as a mere blog, would be a gross disservice.  No ladies and gentlemen, it is much more than that.  It is the modern-day equivalent of the 17th-century London coffeehouse. 

Both, forums for transactions, spirited debate, and the exchange of information, ideas - and lies! - though Alphaville is pointing them out for our benefit.  Strangers, no matter what their social standing or political allegiance, are always welcomed into lively convivial company.  The topics, then like now: the stock exchange, insurance, auctioneering, politics, arts... Then?  The 'not-so-old' masters.  Now?  NFTs.  Both the contents of the 17th-century coffee mug and Alphaville could be described the same way: "'black as hell, strong as death, sweet as love' and shot through with grit."


--------SUMMARY--------
PART 01: Financial journalism, the necessity of skepticism, public distrust of media, press reticence to cover underclass concerns, reportage to clarify versus to convince and technology's impact on news.

  • 01:44 The nature of FT Alphaville relative to mainstream financial media
  • 08:55 The importance of skepticism and critique in Alphaville's coverage of markets
  • 13:26 According to Gallup, Americans have very little to no confidence in newspapers
  • 22:42 Media reticence to cover 'unsophisticated', 'conspiratorial' working class concerns
  • 33:41 Drawing attention to and clarifying versus reporting to confirm, conclude and/or convince
  • 43:42 Technology's impact on journalism - past, present and prospective.

PART 02: Work furlough as proto Universal Basic Income, a labor force under Modern Monetary Theory, naïve accedence of Environmental-Social Governance, socialism, communism and corporate-capitalism.

  • 46:37 Political determination of economic outcomes via furlough, UBI and socialism
  • 57:36 Good intentions of MMT and ESG act as shields against skepticism; the echoes of communism
  • 1:07:52 Political considerations (MMT, UBI, ESG) will result in inescapable market consequences
  • 1:13:14 Corporate measurement of customer behavior and its political consequences

PART 03: Bitcoin free-market green energy, non-fungible tokens, cryptocurrency's role in the monetary order, intraday interbank liquidity, central bank command-economy green agendas and more!

  • 1:20:49 The astounding impact of intraday real time gross settlement on systemic, global liquidity
  • 1:30:43 Green mandates are command-economy solutions; Bitcoin may be the free-market alternative
  • 1:34:06 Balancing transparency against privacy with non-fungible tokens and cryptocurrencies


---------SEE IT-----------
Alhambra YouTube: https://bit.ly/2Xp3roy
Emil YouTube: https://bit.ly/310yisL


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
Izabella Kaminska: https://www.ft.com/izabella-kaminska
Alphaville: https://www.ft.com/alphaville
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Izabella Kaminska, editor of FT Alphaville and Emil Kalinowski, a Financial Times subscriber. Art by David Parkins, the Pasqua Rosée of black ink.

Podcast intro/outro is a chamber music version of "Canon in D" by Johann Pachelbel, the 17th-century German composer. Listen at Epidemic Sound. Learn more about "The Lost World of the London Coffeehouse" from Dr. Matthew Green.

]]> Mon, 22 Mar 2021 06:50:50 -0400 Jeff Snider Jeff Snider 6480 Izabella Kaminska, editor of Alphaville - the Financial Times blog, talks with Jeff Snider about the financial media, increasingly political economy and reconsidering crypto-assets. Izabella Kaminska, editor of Alphaville - the Financial Times blog, talks with Jeff Snider about the financial media, increasingly political economy and reconsidering crypto-assets. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No LIVE! Reaction: Answering Paul Krugman 57 57 LIVE! Reaction: Answering Paul Krugman full 9764e4ba-b313-46d6-8427-eec97d4435da https://share.transistor.fm/s/150569b1 Will stagnation follow the Biden Boom?  So asks New York Times columnist (and Nobel memorial prize winner) Paul Krugman. Jeff Snider listens and reacts to Krugman's lament that, though the relief bill is done, recovery may be harder.


---------SEE IT-----------
AlhambraTube: https://bit.ly/2Xp3roy


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #57 TOPICS----
00:01 Paul Krugman, NYTimes columnist, believes the Biden stimulus will not be enough
02:31 Will a stimulus bill with a huge sticker price be enough to overcome "Secular Stagnation"?
05:28 A growing consensus of economists believes the last decade may not have been very good
08:18 Bond markets are not signaling the recovery has been very good so far
12:09 What is the solution to secular stagnation?
15:38 There is agreement that the economy is very unhealthy, stimulus may not be enough


--------REFERENCES--------
Will Stagnation Follow the Biden Boom?: https://nyti.ms/2OtQ5pK
Alvin Hansen and Secular Stagnation: https://bit.ly/2NkJUns
Hey Kid, Want Some Communism? : https://youtu.be/bKHzn2UaqLU
Communism - Don't Call it a Comeback: https://youtu.be/FhBQhRLmTQc
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, now hiring interns at below-market rates. Art by David Parkins, on an errand, sent by grocery store clerks, to collect a bill. Podcast intro/outro is "Cool Cat Stumble" by T. Morri at Epidemic Sound.

]]> Will stagnation follow the Biden Boom?  So asks New York Times columnist (and Nobel memorial prize winner) Paul Krugman. Jeff Snider listens and reacts to Krugman's lament that, though the relief bill is done, recovery may be harder.


---------SEE IT-----------
AlhambraTube: https://bit.ly/2Xp3roy


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


----EPISODE #57 TOPICS----
00:01 Paul Krugman, NYTimes columnist, believes the Biden stimulus will not be enough
02:31 Will a stimulus bill with a huge sticker price be enough to overcome "Secular Stagnation"?
05:28 A growing consensus of economists believes the last decade may not have been very good
08:18 Bond markets are not signaling the recovery has been very good so far
12:09 What is the solution to secular stagnation?
15:38 There is agreement that the economy is very unhealthy, stimulus may not be enough


--------REFERENCES--------
Will Stagnation Follow the Biden Boom?: https://nyti.ms/2OtQ5pK
Alvin Hansen and Secular Stagnation: https://bit.ly/2NkJUns
Hey Kid, Want Some Communism? : https://youtu.be/bKHzn2UaqLU
Communism - Don't Call it a Comeback: https://youtu.be/FhBQhRLmTQc
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, now hiring interns at below-market rates. Art by David Parkins, on an errand, sent by grocery store clerks, to collect a bill. Podcast intro/outro is "Cool Cat Stumble" by T. Morri at Epidemic Sound.

]]> Thu, 18 Mar 2021 10:36:49 -0400 Jeff Snider Jeff Snider 1200 Will Stagnation Follow the Biden Boom? Will Stagnation Follow the Biden Boom? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No False Dawn(s) 56 56 False Dawn(s) full 554368a2-c444-45cb-8df9-fa52f5fde9ec https://share.transistor.fm/s/4f049519 Space, the final metaphor. Why do central bankers offer spirographic, retrograde answers? Because they operate within a Ptolemaic paradigm - a geocentric model of our monetary system in which the central bank is the hub around which all else revolves. Why is unobservable, offshore credit fundamentally important? Because like dark matter and dark energy, this shadow money represents the broad majority of material and heat that constitute our monetary universe.

Which brings your podcaster to the 21st chapter of "The Courage to Act" authored by Ben Bernanke. There, the former chairman defends the Fed's second quantitative easing in 2010 because of an economic "false dawn". No mere rhetorical flourish, the false dawn is a regular astral phenomenon. Each autumn and spring, the northern and southern latitudes respectively, will observe a triangular diffusion of light rising above the horizon. It seems to herald recovery from the darkness.

But Sol won't come. Not yet at least. Light, yes. But the wrong kind. Instead of a medley of warm colors refracted by the near atmosphere, the false dawn is a sterile white, originating far beyond our Earth, in cold space. Officially known as the Zodiacal Light, we witness interplanetary dust particles reflecting sunlight.

Perhaps not surprisingly, Bernanke's book had no further chapters on economic false dawns despite their taking on an astronomical regularity, arriving again and again and again in 2011, 2014 and 2017. Jeff Snider, part-time monetary sleuth and full-time cosmos student, recognizes the difference between reflation's false dawn and recovery's warm glow. In this, the 56th episode of Making Sense, we review the light coming over the horizon from negative repo rates, surging M2 money supply and rising US Treasury yields. We find it cold, fallow and gray.


-------SUMMARY------
PART 01: Learn why rates in the repurchase agreement market went negative. What might it mean for economic recovery, not only in the United States but globally? Learn about 2013 and 2020 when repo securities also "traded special". Jeff Snider offers two explanations, one benign (sort of). The other? Malign.

PART 02: Learn why a HISTORIC surge of M2 money supply is NOWHERE near-enough to rescue the world economy. Across a group of mostly rich nations M2 and M3 are at multi-decade highs. And yet millions remain unemployed. What's missing? Money!

PART 03: Learn the difference between an orthodox-economics and a shadow-money view of US Treasuries. The mainstream says, 'Too many Treasuries!' and 'Emerging markets in danger!' Is that true?


---------SEE IT-----------
AlhambraTube: https://bit.ly/2Xp3roy


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
Deja Vu: Treasury Shorts Meet Treasury Shortages: https://bit.ly/3rJMnGP
What *Must* Lie Beyond the M’s: https://bit.ly/3rEq19L
Taking You, The Fed’s Bank Reserves, And Banks’ Checkable Deposits For A Quick Stroll In The Monetary Zoo: https://bit.ly/2PRhRwE
What Gold Says About UST Auctions: https://bit.ly/2OqPJA4
Standard Textbook Dollar, Or Eurodollar Standard?: https://bit.ly/3cuDNWc
Unexpected U.S. Growth Surge Could Unbalance Fragile Global Economy: https://on.wsj.com/3cndEsg
Hedgeye Investing Summit (2021, Mar-16/18): https://bit.ly/38TkogL


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, sweet on M1&M2s. Art by David Parkins, on an errand, sent by grocery store clerks, to collect a bill. Podcast intro/outro is "Departure Lounge" by Brendon Moeller at Epidemic Sound.

]]> Space, the final metaphor. Why do central bankers offer spirographic, retrograde answers? Because they operate within a Ptolemaic paradigm - a geocentric model of our monetary system in which the central bank is the hub around which all else revolves. Why is unobservable, offshore credit fundamentally important? Because like dark matter and dark energy, this shadow money represents the broad majority of material and heat that constitute our monetary universe.

Which brings your podcaster to the 21st chapter of "The Courage to Act" authored by Ben Bernanke. There, the former chairman defends the Fed's second quantitative easing in 2010 because of an economic "false dawn". No mere rhetorical flourish, the false dawn is a regular astral phenomenon. Each autumn and spring, the northern and southern latitudes respectively, will observe a triangular diffusion of light rising above the horizon. It seems to herald recovery from the darkness.

But Sol won't come. Not yet at least. Light, yes. But the wrong kind. Instead of a medley of warm colors refracted by the near atmosphere, the false dawn is a sterile white, originating far beyond our Earth, in cold space. Officially known as the Zodiacal Light, we witness interplanetary dust particles reflecting sunlight.

Perhaps not surprisingly, Bernanke's book had no further chapters on economic false dawns despite their taking on an astronomical regularity, arriving again and again and again in 2011, 2014 and 2017. Jeff Snider, part-time monetary sleuth and full-time cosmos student, recognizes the difference between reflation's false dawn and recovery's warm glow. In this, the 56th episode of Making Sense, we review the light coming over the horizon from negative repo rates, surging M2 money supply and rising US Treasury yields. We find it cold, fallow and gray.


-------SUMMARY------
PART 01: Learn why rates in the repurchase agreement market went negative. What might it mean for economic recovery, not only in the United States but globally? Learn about 2013 and 2020 when repo securities also "traded special". Jeff Snider offers two explanations, one benign (sort of). The other? Malign.

PART 02: Learn why a HISTORIC surge of M2 money supply is NOWHERE near-enough to rescue the world economy. Across a group of mostly rich nations M2 and M3 are at multi-decade highs. And yet millions remain unemployed. What's missing? Money!

PART 03: Learn the difference between an orthodox-economics and a shadow-money view of US Treasuries. The mainstream says, 'Too many Treasuries!' and 'Emerging markets in danger!' Is that true?


---------SEE IT-----------
AlhambraTube: https://bit.ly/2Xp3roy


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
Deja Vu: Treasury Shorts Meet Treasury Shortages: https://bit.ly/3rJMnGP
What *Must* Lie Beyond the M’s: https://bit.ly/3rEq19L
Taking You, The Fed’s Bank Reserves, And Banks’ Checkable Deposits For A Quick Stroll In The Monetary Zoo: https://bit.ly/2PRhRwE
What Gold Says About UST Auctions: https://bit.ly/2OqPJA4
Standard Textbook Dollar, Or Eurodollar Standard?: https://bit.ly/3cuDNWc
Unexpected U.S. Growth Surge Could Unbalance Fragile Global Economy: https://on.wsj.com/3cndEsg
Hedgeye Investing Summit (2021, Mar-16/18): https://bit.ly/38TkogL


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, sweet on M1&M2s. Art by David Parkins, on an errand, sent by grocery store clerks, to collect a bill. Podcast intro/outro is "Departure Lounge" by Brendon Moeller at Epidemic Sound.

]]> Mon, 15 Mar 2021 17:00:59 -0400 Jeff Snider Jeff Snider 3900 An acceleration in M2 money supply is another false dawn of this long, dark economic winter. Also, negative rates in the repo market. And mainstream interpretations of rising US Treasury yields. An acceleration in M2 money supply is another false dawn of this long, dark economic winter. Also, negative rates in the repo market. And mainstream interpretations of rising US Treasury yields. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No LIVE! Reaction: Answering Martin Wolf 55 55 LIVE! Reaction: Answering Martin Wolf full afb2dd0a-075f-466c-9537-79d0d515e5df https://share.transistor.fm/s/b69a451f Wolf ponders what central banks should target (e.g. inflation, asset prices, social justice, nominal GDP). Incredibly at no point in the article was targeting actual money supply considered. WILD!


---------SPONSOR----------
But first, this from Eurodollar Enterprises! Friends, do you direct the Treasury Ministry? Do your political masters expect foaming asset prices? Are you unsure how to produce lasting froth? Then a box of Bath Suds from Eurodollar Enterprises is for you! Yes, practice blowing bubbles in the gurgling luxury of your free-standing clawfoot tub. Find the perfect mix between liquidity and hot air with our capital markets foam formulation. Our bubble brew line comes in: currencies, commodities, cryptos and collectibles. Blow them all! Orders received today will come with a fussy central banker - typically retailing for the price of "hedge fund general partner" - absolutely free! Simulate the political arena trying to blow it in the presence of an erratic technocrat. Don't blow it! Not without Bath Suds. New! From Eurodollar Enterprises. (Central banker swimsuit not included.)


---------SEE IT-----------
AlhambraTube: https://bit.ly/2Xp3roy


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
What central banks ought to target: https://on.ft.com/38eLtu7
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

 
-----------WHO------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, targeting cat-video ratings. Art by Master Quillsman, David Parkins. Podcast intro/outro is "Reversed Beginning" by Luwaks at Epidemic Sound.

]]> Wolf ponders what central banks should target (e.g. inflation, asset prices, social justice, nominal GDP). Incredibly at no point in the article was targeting actual money supply considered. WILD!


---------SPONSOR----------
But first, this from Eurodollar Enterprises! Friends, do you direct the Treasury Ministry? Do your political masters expect foaming asset prices? Are you unsure how to produce lasting froth? Then a box of Bath Suds from Eurodollar Enterprises is for you! Yes, practice blowing bubbles in the gurgling luxury of your free-standing clawfoot tub. Find the perfect mix between liquidity and hot air with our capital markets foam formulation. Our bubble brew line comes in: currencies, commodities, cryptos and collectibles. Blow them all! Orders received today will come with a fussy central banker - typically retailing for the price of "hedge fund general partner" - absolutely free! Simulate the political arena trying to blow it in the presence of an erratic technocrat. Don't blow it! Not without Bath Suds. New! From Eurodollar Enterprises. (Central banker swimsuit not included.)


---------SEE IT-----------
AlhambraTube: https://bit.ly/2Xp3roy


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
What central banks ought to target: https://on.ft.com/38eLtu7
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

 
-----------WHO------------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, targeting cat-video ratings. Art by Master Quillsman, David Parkins. Podcast intro/outro is "Reversed Beginning" by Luwaks at Epidemic Sound.

]]> Wed, 10 Mar 2021 08:37:30 -0500 Jeff Snider Jeff Snider 1080 What should central banks target? Jeff Snider reacts LIVE! to a Martin Wolf column in the Financial Times. What should central banks target? Jeff Snider reacts LIVE! to a Martin Wolf column in the Financial Times. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No It was a dark and stormy depression... 54 54 It was a dark and stormy depression... full 52ed1b40-6dba-46d3-869f-657f3b8c9640 https://share.transistor.fm/s/c4784e2f "The pen is mightier than the sword." "The great unwashed." "Pursuit of the almighty dollar." These are prhases we have all heard and they come from a single source: 19th century English writer and politician Edward George Earle Lytton Bulwer-Lytton.  Bulwer-Lytton was a successful novelist, poet and playwright.  His political accomplishments included nine years in Parliament, serving as the British Colonial Secretary, and being offered - AND TURNING DOWN - both a lordship of the Admiralty AND the Crownship of Greece (i.e. king)!  Today he is remembered for writing... the worst opening sentence in the history of the English-speaking peoples:

"It was a dark and stormy night; the rain fell in torrents — except at occasional intervals, when it was checked by a violent gust of wind which swept up the streets (for it is in London that our scene lies), rattling along the housetops, and fiercely agitating the scanty flame of the lamps that struggled against the darkness."

Episode 54 reviews articles by Jeff Snider covering: the Treasury inflation-protected securities curve inverting, the life span of a post-2008 reflation, the curious appreciation of the Chinese currency, as well as how Fed officials in 1937 convinced themselves of an impending inflationary storm (in the middle of an economic depression).  None of those articles open in the Bulwer-Lytton style -- precisely the opposite!  And yet many - some, a few... someone... And yet this podcaster wonders, how might a Eurodollar University educated author open their novel?

It was a dark and stormy depression; bank reserves fell in torrents — except at occasional intervals, when they were checked by a breath of reflation which swept up economists (for it is in the Eccles Building that our scene lies), rousing along the academics, and fiercely inflating the faith in a recovery that struggled against the darkness.


-------SUMMARY------
PART 01: The US Treasury inflation-protected security curve has gone upside down. Indeed, it has NEVER been more upside down. What is the Treasury market telling us about the economy's prospects? Also, how long does reflation typically last? Are we closer to its beginning or end?

PART 02: The appreciation of the Chinese yuan against the American dollar has paused. A survey of the Chinese services sector scored a historic low. Are these the first indications of an economic slowdown? A slowdown that is not only Chinese but global?

PART 03: In 1937, like now, circumstantial evidence and biases of central bankers suggested the impending arrival of fierce inflation: huge government deficits, better economic statistics, rising bond yields and excess bank reserves. Yet the underlying condition was of depression and credit illiquidity.


---------SEE IT-----------
AlhambraTube: https://bit.ly/2Xp3roy


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
TIPS Tipping Over, But Not That Way: https://bit.ly/3sVqgh4
Reflation Amplitude, Important, What About Frequency?: https://bit.ly/2MSUa68
What If CNY’s Backdoor Still Isn’t A Big Enough Exit?: https://bit.ly/3uT06Nw
There’s Two Sides To Synchronize: https://bit.ly/3cm1j7R
There's Precedent for Yellen Demanding a Central Bank Rescue: https://bit.ly/3qoUQxF
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, a dark and stormy host. Art by Master Quillsman, David Parkins. Podcast intro/outro is "Nocturne" by Trevor Kowalski at Epidemic Sound.

]]> "The pen is mightier than the sword." "The great unwashed." "Pursuit of the almighty dollar." These are prhases we have all heard and they come from a single source: 19th century English writer and politician Edward George Earle Lytton Bulwer-Lytton.  Bulwer-Lytton was a successful novelist, poet and playwright.  His political accomplishments included nine years in Parliament, serving as the British Colonial Secretary, and being offered - AND TURNING DOWN - both a lordship of the Admiralty AND the Crownship of Greece (i.e. king)!  Today he is remembered for writing... the worst opening sentence in the history of the English-speaking peoples:

"It was a dark and stormy night; the rain fell in torrents — except at occasional intervals, when it was checked by a violent gust of wind which swept up the streets (for it is in London that our scene lies), rattling along the housetops, and fiercely agitating the scanty flame of the lamps that struggled against the darkness."

Episode 54 reviews articles by Jeff Snider covering: the Treasury inflation-protected securities curve inverting, the life span of a post-2008 reflation, the curious appreciation of the Chinese currency, as well as how Fed officials in 1937 convinced themselves of an impending inflationary storm (in the middle of an economic depression).  None of those articles open in the Bulwer-Lytton style -- precisely the opposite!  And yet many - some, a few... someone... And yet this podcaster wonders, how might a Eurodollar University educated author open their novel?

It was a dark and stormy depression; bank reserves fell in torrents — except at occasional intervals, when they were checked by a breath of reflation which swept up economists (for it is in the Eccles Building that our scene lies), rousing along the academics, and fiercely inflating the faith in a recovery that struggled against the darkness.


-------SUMMARY------
PART 01: The US Treasury inflation-protected security curve has gone upside down. Indeed, it has NEVER been more upside down. What is the Treasury market telling us about the economy's prospects? Also, how long does reflation typically last? Are we closer to its beginning or end?

PART 02: The appreciation of the Chinese yuan against the American dollar has paused. A survey of the Chinese services sector scored a historic low. Are these the first indications of an economic slowdown? A slowdown that is not only Chinese but global?

PART 03: In 1937, like now, circumstantial evidence and biases of central bankers suggested the impending arrival of fierce inflation: huge government deficits, better economic statistics, rising bond yields and excess bank reserves. Yet the underlying condition was of depression and credit illiquidity.


---------SEE IT-----------
AlhambraTube: https://bit.ly/2Xp3roy


---------HEAR IT----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr


--------REFERENCES--------
TIPS Tipping Over, But Not That Way: https://bit.ly/3sVqgh4
Reflation Amplitude, Important, What About Frequency?: https://bit.ly/2MSUa68
What If CNY’s Backdoor Still Isn’t A Big Enough Exit?: https://bit.ly/3uT06Nw
There’s Two Sides To Synchronize: https://bit.ly/3cm1j7R
There's Precedent for Yellen Demanding a Central Bank Rescue: https://bit.ly/3qoUQxF
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


---------WHO-----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, a dark and stormy host. Art by Master Quillsman, David Parkins. Podcast intro/outro is "Nocturne" by Trevor Kowalski at Epidemic Sound.

]]> Mon, 08 Mar 2021 07:15:58 -0500 Jeff Snider Jeff Snider 4020 The Treasury inflation-protected securities curve inverts, the life span of a post-2008 reflation, the curious appreciation of the Chinese currency, and how Fed officials in 1937 convinced themselves of an impending inflationary wind. The Treasury inflation-protected securities curve inverts, the life span of a post-2008 reflation, the curious appreciation of the Chinese currency, and how Fed officials in 1937 convinced themselves of an impending inflationary wind. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No LIVE! Reaction: Answering Jon Hilsenrath 53 53 LIVE! Reaction: Answering Jon Hilsenrath full 369247a3-7a0f-482a-a4f0-adcae8150f74 https://share.transistor.fm/s/6734fc7c Should speculative ventures be included in calculations of inflation? What about productive investment? Housing? All transactions? Or just consumer prices?


----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy
 

----------WHEN----------
01:02 John Hilsenrath says the Fed has failed to hit its inflation target for "several" years.
02:48 Is the Fed keeping interest rates low or is it the market? Which is the cart? The horse?
03:31 Should asset price increases be included in measures of inflation?
05:08 How to interpret rising housing prices with falling apartment rental prices?
08:15 Asset price bubbles - whose responsibility are they? The Fed? Other regulators?
11:32 The TIPS market has inverted - near-term up, long-term trending down.
13:13 Economists have long struggled whether / to what degree to include asset price inflation

 
----------WHAT----------
Inflation Problems Depend on Where You Look for Them: https://on.wsj.com/3b1E9nB
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, not spending money on haircuts. Art by David Parkins. Podcast intro/outro is "About to Explode" by Daxten and Wai at Epidemic Sound.

]]> Should speculative ventures be included in calculations of inflation? What about productive investment? Housing? All transactions? Or just consumer prices?


----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy
 

----------WHEN----------
01:02 John Hilsenrath says the Fed has failed to hit its inflation target for "several" years.
02:48 Is the Fed keeping interest rates low or is it the market? Which is the cart? The horse?
03:31 Should asset price increases be included in measures of inflation?
05:08 How to interpret rising housing prices with falling apartment rental prices?
08:15 Asset price bubbles - whose responsibility are they? The Fed? Other regulators?
11:32 The TIPS market has inverted - near-term up, long-term trending down.
13:13 Economists have long struggled whether / to what degree to include asset price inflation

 
----------WHAT----------
Inflation Problems Depend on Where You Look for Them: https://on.wsj.com/3b1E9nB
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, not spending money on haircuts. Art by David Parkins. Podcast intro/outro is "About to Explode" by Daxten and Wai at Epidemic Sound.

]]> Wed, 03 Mar 2021 16:10:12 -0500 Jeff Snider Jeff Snider 1020 Inflation problems depend on where you look for them. Jeff Snider reacts LIVE! to an opinion column in the Wall Street Journal by John Hilsenrath. Inflation problems depend on where you look for them. Jeff Snider reacts LIVE! to an opinion column in the Wall Street Journal by John Hilsenrath. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Anomalies? Or Triggers? 52 52 Anomalies? Or Triggers? full d097890d-9e87-403f-b63b-86391913f7f9 https://share.transistor.fm/s/709a0367 The theme of Making Sense Episode 52 is how an environment reacts to an anomaly. Resilient systems keep these aberrations constrained. But fragile ones can retroactively redefine what had earlier been labeled as an "irregularity", "oddity" or "operational error" to something altogether more unsettling: "cause", "spark", "trigger".

In part one, Jeff Snider continues his multi-week review of historical breaks to the smooth functioning of interbank payment and messaging systems. This time a look at a sequence that led to a week-long disorder to Fedwire in August 1990.  Part two, also a continuation of a multi-week review, ponders what may be causing the disquieting twist in the US Treasury yield curve. Is the demand for short-term collateral a disqualification of reflation, as was the case during 2013's so-called Taper Tantrum?  Lastly, some words on oil and the developing Texas power market credit crisis, in which electric retailers failed to make $2.1 billion in required payments and put the largest power generation and transmission cooperative into bankruptcy.

Fedwire "operational error[s]". Unsettling demand for Bills. Texas margin calls. An approaching quarter-end seasonal low point in liquidity. A looming regulation-mandated US Treasury cliff on April Fools' Day.  All anomalies... in a resilient system.

----------WHY----------
PART 01: Fedwire, the interbank system that transmits billions between 9,000-plus members, broke on Wednesday. The Fed says, "operational error" implying mere technical trivia - an anomaly. Why do some breaks stay mere anomalies while others trigger volatile, systemic consequences?

PART 02: The US yield curve has twisted as Bill yields fall and Bond yields rise. We review a similar situation in 2013 popularly known as "the Taper Tantrum", WHICH WAS NOT A TAPER TANTRUM! Then - like now - a collateral scramble in Bills and a relief sell-off in Bonds.

PART 03: What does the oil market (production, demand, inventory) in the USA tell us about the economic recovery in early 2021? Also, is a power market credit crisis in Texas causing a national run on banking-system collateral?

----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy

----------WHAT----------
Why Price Alone Does Not Render An Asset Class 'Safe': https://bit.ly/3suB0Td
‘Operational error’ disrupts Federal Reserve payment system: https://on.ft.com/3stDlOe
Fed needs to ignore ‘taper tantrums’ and let longer rates rise: https://on.ft.com/2O5ECMm
What Might Be In *Another* Market-based Yield Curve Twist?: https://bit.ly/2ZVz4qE
Hot Oil, Cold Weather, Uncle Sam’s Green: https://bit.ly/3sxGJb0
Power market credit crisis looms as Texas bills come due: https://on.ft.com/3dOWoOY
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, anomaly. Art by Winterfell resident, David Parkins. Podcast intro/outro is "Some Thing" by Rambutan at Epidemic Sound.

]]> The theme of Making Sense Episode 52 is how an environment reacts to an anomaly. Resilient systems keep these aberrations constrained. But fragile ones can retroactively redefine what had earlier been labeled as an "irregularity", "oddity" or "operational error" to something altogether more unsettling: "cause", "spark", "trigger".

In part one, Jeff Snider continues his multi-week review of historical breaks to the smooth functioning of interbank payment and messaging systems. This time a look at a sequence that led to a week-long disorder to Fedwire in August 1990.  Part two, also a continuation of a multi-week review, ponders what may be causing the disquieting twist in the US Treasury yield curve. Is the demand for short-term collateral a disqualification of reflation, as was the case during 2013's so-called Taper Tantrum?  Lastly, some words on oil and the developing Texas power market credit crisis, in which electric retailers failed to make $2.1 billion in required payments and put the largest power generation and transmission cooperative into bankruptcy.

Fedwire "operational error[s]". Unsettling demand for Bills. Texas margin calls. An approaching quarter-end seasonal low point in liquidity. A looming regulation-mandated US Treasury cliff on April Fools' Day.  All anomalies... in a resilient system.

----------WHY----------
PART 01: Fedwire, the interbank system that transmits billions between 9,000-plus members, broke on Wednesday. The Fed says, "operational error" implying mere technical trivia - an anomaly. Why do some breaks stay mere anomalies while others trigger volatile, systemic consequences?

PART 02: The US yield curve has twisted as Bill yields fall and Bond yields rise. We review a similar situation in 2013 popularly known as "the Taper Tantrum", WHICH WAS NOT A TAPER TANTRUM! Then - like now - a collateral scramble in Bills and a relief sell-off in Bonds.

PART 03: What does the oil market (production, demand, inventory) in the USA tell us about the economic recovery in early 2021? Also, is a power market credit crisis in Texas causing a national run on banking-system collateral?

----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy

----------WHAT----------
Why Price Alone Does Not Render An Asset Class 'Safe': https://bit.ly/3suB0Td
‘Operational error’ disrupts Federal Reserve payment system: https://on.ft.com/3stDlOe
Fed needs to ignore ‘taper tantrums’ and let longer rates rise: https://on.ft.com/2O5ECMm
What Might Be In *Another* Market-based Yield Curve Twist?: https://bit.ly/2ZVz4qE
Hot Oil, Cold Weather, Uncle Sam’s Green: https://bit.ly/3sxGJb0
Power market credit crisis looms as Texas bills come due: https://on.ft.com/3dOWoOY
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, anomaly. Art by Winterfell resident, David Parkins. Podcast intro/outro is "Some Thing" by Rambutan at Epidemic Sound.

]]> Mon, 01 Mar 2021 14:46:40 -0500 Jeff Snider Jeff Snider 3420 Fedwire "operational error[s]". Unsettling demand for US Treasury Bills. Texas power-market margin calls. All merely anomalies... in a resilient system. Fedwire "operational error[s]". Unsettling demand for US Treasury Bills. Texas power-market margin calls. All merely anomalies... in a resilient system. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Around: Pettis On Tariffs and US Jobs 51 51 Reading Around: Pettis On Tariffs and US Jobs full 3a5a9097-5de5-467c-b12b-27af6a4763c9 https://share.transistor.fm/s/2617adfa Michael Pettis of Carnegie Endowment for International Peace. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "The Village Idiot" by Justnormal at Epidemic Sound.

----------WHAT----------
How Trump’s Tariffs Really Affected the U.S. Job Market: https://bit.ly/2P7qHWJ

----------WHERE----------
Pettis' Writings: https://carnegieendowment.org/experts/444
Pettis' Twitter: https://twitter.com/michaelxpettis

Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Michael Pettis of Carnegie Endowment for International Peace. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "The Village Idiot" by Justnormal at Epidemic Sound.

----------WHAT----------
How Trump’s Tariffs Really Affected the U.S. Job Market: https://bit.ly/2P7qHWJ

----------WHERE----------
Pettis' Writings: https://carnegieendowment.org/experts/444
Pettis' Twitter: https://twitter.com/michaelxpettis

Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Fri, 26 Feb 2021 09:00:00 -0500 Jeff Snider Jeff Snider 1440 Economic historian Miachel Pettis' essay on why an "obsolete understanding of trade flows ends up pointing trade policymakers in the wrong direction." A reading, by Emil Kalinowski. Economic historian Miachel Pettis' essay on why an "obsolete understanding of trade flows ends up pointing trade policymakers in the wrong direction." A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No FT: "Do Not Rule Out a Market Panic Next Month" 50 50 FT: "Do Not Rule Out a Market Panic Next Month" full f14f437e-acef-49a8-9a5c-e67173997685 https://share.transistor.fm/s/ca3060da Part 01: (01:30 to 38:27) What are monetary technocrats / financiers doing to save the world economy? We review: yield curve control in Australia (and Japan!), American regulators tip-toeing away from a once-favored LIBOR alternative, and the ecstatic economic expectations of German financiers.

Part 02: (38:27 to 1:05:19) A Financial Times column warns of a US Treasury Bill air-pocket in March. Learn the little-known history of a mid-market, 1970s German bank that compelled regulators to move towards capital and supplementary leverage ratios. The very ratios that may now trigger a panic.

Part 03: (1:05:19 to 1:17:00) Learn how to reconcile a positive surge in retail sales with a nightmare string of 'record' jobless claims and lousy sentiment reported by the University of Michigan consumer survey. Perhaps pent up demand? Maybe. An unusual, poorly explained seasonal adjustment boost? Maybe too.


----------SPONSOR----------
But first, this from Eurodollar Enterprises! The motion picture event of the summer: (Con)Tango & Cash. When an international smuggling ring uses the local commodity exchange to send gold into backwardation, two macroeconomists take matters into their own hands... and onto the spot market.
Starring Travis 'the President' Kimmel as Contango, "You can take delivery of lead -- punk." 
And Steven 'the Monarch' Van Metre as Cash, "You know how I promised to let you close out that trade?"
"Yeah man, you did Cash!  You did promise!" 
"I lied."
With Grant Williams as the polite British guy, “Well chaps, you put the mockers on, didn’t you?” 
This motion picture will never be rated. Available only on-demand at Real Vision.


----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy


----------WHAT----------
With YCC About To Come Back Up, A Look At It Down Under: https://bit.ly/3dvApMW
Already Tried: https://bit.ly/2ZwP9CP
Insufferable SOFR, Suffering: https://bit.ly/3aAgla2
Episode 34 All About SOFR: https://youtu.be/LH1wDUG-dEI
Reflation Patients, ‘Another’ Six Months: https://bit.ly/3pByiJF

Beware, There's Another SLF 'Cliff' Coming At the End of Q1: https://bit.ly/2NdNpMv
John Dizard's Do not rule out a market panic next month: https://on.ft.com/3pCGaLc

Forty-Seven Explains Much: https://bit.ly/3azo1te
Uncle Sam Was Back Having Consumers’ Backs: https://bit.ly/3dsHLAL


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, celebrates Towel Day on May 25. Art by the King of the North, David Parkins. Podcast intro/outro is "Zombie Raiders" by Wave Saver at Epidemic Sound.

]]> Part 01: (01:30 to 38:27) What are monetary technocrats / financiers doing to save the world economy? We review: yield curve control in Australia (and Japan!), American regulators tip-toeing away from a once-favored LIBOR alternative, and the ecstatic economic expectations of German financiers.

Part 02: (38:27 to 1:05:19) A Financial Times column warns of a US Treasury Bill air-pocket in March. Learn the little-known history of a mid-market, 1970s German bank that compelled regulators to move towards capital and supplementary leverage ratios. The very ratios that may now trigger a panic.

Part 03: (1:05:19 to 1:17:00) Learn how to reconcile a positive surge in retail sales with a nightmare string of 'record' jobless claims and lousy sentiment reported by the University of Michigan consumer survey. Perhaps pent up demand? Maybe. An unusual, poorly explained seasonal adjustment boost? Maybe too.


----------SPONSOR----------
But first, this from Eurodollar Enterprises! The motion picture event of the summer: (Con)Tango & Cash. When an international smuggling ring uses the local commodity exchange to send gold into backwardation, two macroeconomists take matters into their own hands... and onto the spot market.
Starring Travis 'the President' Kimmel as Contango, "You can take delivery of lead -- punk." 
And Steven 'the Monarch' Van Metre as Cash, "You know how I promised to let you close out that trade?"
"Yeah man, you did Cash!  You did promise!" 
"I lied."
With Grant Williams as the polite British guy, “Well chaps, you put the mockers on, didn’t you?” 
This motion picture will never be rated. Available only on-demand at Real Vision.


----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy


----------WHAT----------
With YCC About To Come Back Up, A Look At It Down Under: https://bit.ly/3dvApMW
Already Tried: https://bit.ly/2ZwP9CP
Insufferable SOFR, Suffering: https://bit.ly/3aAgla2
Episode 34 All About SOFR: https://youtu.be/LH1wDUG-dEI
Reflation Patients, ‘Another’ Six Months: https://bit.ly/3pByiJF

Beware, There's Another SLF 'Cliff' Coming At the End of Q1: https://bit.ly/2NdNpMv
John Dizard's Do not rule out a market panic next month: https://on.ft.com/3pCGaLc

Forty-Seven Explains Much: https://bit.ly/3azo1te
Uncle Sam Was Back Having Consumers’ Backs: https://bit.ly/3dsHLAL


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, celebrates Towel Day on May 25. Art by the King of the North, David Parkins. Podcast intro/outro is "Zombie Raiders" by Wave Saver at Epidemic Sound.

]]> Mon, 22 Feb 2021 12:47:05 -0500 Jeff Snider Jeff Snider 4620 Jeff Snider tells us the little-known history of a mid-market, 1970s German bank that compelled regulators to move towards capital / supplementary leverage ratios. The very ratios that a Financial Times column warns may trigger a panic. Next month. Jeff Snider tells us the little-known history of a mid-market, 1970s German bank that compelled regulators to move towards capital / supplementary leverage ratios. The very ratios that a Financial Times column warns may trigger a panic. Next month. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No LIVE! Reaction: Answering Philip Stevens 49 49 LIVE! Reaction: Answering Philip Stevens full 84a0beaa-b190-43d3-93c9-206d1d88b663 https://share.transistor.fm/s/990177b4 After decades of market liberalism and fiscal fundamentalism, policymakers are returning to Keynes.  Jeff Snider reacts to two recent articles: "Bond yields are not good predictors of inflation" (Peterson Institute for International Economics) and "Why economists kept getting the policies wrong" (Financial Times).

----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy


----------WHEN----------
01:02 Two economists write that bond yields are not good predictors of inflation
03:20 Bond yields have failed to predict inflation for 70 years in the US; three other countries
05:31 Why economists kept getting the policies wrong
08:01 Was monetarism was derailed by poor philosophy? Or because measures of money failed?
11:43 Monetarism ditched, so first came currency exchange targeting then inflation targeting.
13:26 Positive Economics, econometrics promised wonderful, impossible things
16:11 Central Bankers use mathematics as a shield against criticism
18:42 We are back where we started, time to dust off Keynes General Theory.


----------WHAT----------
Teenagers baffled by rotary phone: https://youtu.be/oHNEzndgiFI
Bond yields are not good predictors of inflation: https://bit.ly/2Zz7dwd
Why economists kept getting the policies wrong: https://on.ft.com/2ZwAgAw
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski. Art by the King of the North, David Parkins.

]]> After decades of market liberalism and fiscal fundamentalism, policymakers are returning to Keynes.  Jeff Snider reacts to two recent articles: "Bond yields are not good predictors of inflation" (Peterson Institute for International Economics) and "Why economists kept getting the policies wrong" (Financial Times).

----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy


----------WHEN----------
01:02 Two economists write that bond yields are not good predictors of inflation
03:20 Bond yields have failed to predict inflation for 70 years in the US; three other countries
05:31 Why economists kept getting the policies wrong
08:01 Was monetarism was derailed by poor philosophy? Or because measures of money failed?
11:43 Monetarism ditched, so first came currency exchange targeting then inflation targeting.
13:26 Positive Economics, econometrics promised wonderful, impossible things
16:11 Central Bankers use mathematics as a shield against criticism
18:42 We are back where we started, time to dust off Keynes General Theory.


----------WHAT----------
Teenagers baffled by rotary phone: https://youtu.be/oHNEzndgiFI
Bond yields are not good predictors of inflation: https://bit.ly/2Zz7dwd
Why economists kept getting the policies wrong: https://on.ft.com/2ZwAgAw
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski. Art by the King of the North, David Parkins.

]]> Sun, 21 Feb 2021 16:29:04 -0500 Jeff Snider Jeff Snider 1259 Why do economists keep getting the policies wrong? Jeff Snider reacts LIVE! to an opinion column in the Financial Times by Philip Stephens. Why do economists keep getting the policies wrong? Jeff Snider reacts LIVE! to an opinion column in the Financial Times by Philip Stephens. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Reading Around: Myrmikan on System-Critical Short Squeezes 48 48 Reading Around: Myrmikan on System-Critical Short Squeezes full c530939c-61cf-49b8-9fb2-4a929c9db2fc https://share.transistor.fm/s/af9fcc36 Financial historian Daniel Oliver's essay on the systemic consequence of the 1907 short squeeze on United Copper Company and lessons for today.  A reading, by Emil Kalinowski.

----------WHO----------
Daniel Oliver of Myrmikan Capital, LLC. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alienated" by ELFL at Epidemic Sound.

----------WHAT----------
The Final Pop: https://bit.ly/37sfwOH

----------WHERE----------
Myrmikan's Writings: http://myrmikan.com/
Myrmikan's Twitter: https://twitter.com/Myrmikan

Emil's Twitter: https://twitter.com/EmilKalinowski
Art: https://davidparkins.com/

Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

]]> Financial historian Daniel Oliver's essay on the systemic consequence of the 1907 short squeeze on United Copper Company and lessons for today.  A reading, by Emil Kalinowski.

----------WHO----------
Daniel Oliver of Myrmikan Capital, LLC. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alienated" by ELFL at Epidemic Sound.

----------WHAT----------
The Final Pop: https://bit.ly/37sfwOH

----------WHERE----------
Myrmikan's Writings: http://myrmikan.com/
Myrmikan's Twitter: https://twitter.com/Myrmikan

Emil's Twitter: https://twitter.com/EmilKalinowski
Art: https://davidparkins.com/

Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: 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, 18 Feb 2021 09:03:55 -0500 Jeff Snider Jeff Snider 1561 Financial historian Daniel Oliver's essay on the systemic consequence of the 1907 short squeeze on United Copper Company and lessons for today. A reading, by Emil Kalinowski. Financial historian Daniel Oliver's essay on the systemic consequence of the 1907 short squeeze on United Copper Company and lessons for today. A reading, by Emil Kalinowski. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Interbank Netting: The Pressure to Get to Zero 47 47 Interbank Netting: The Pressure to Get to Zero full b442a2ed-a57c-44a3-bedd-98356d1e7b35 https://share.transistor.fm/s/7ed8b39d Having studied monetary policy for several years it was only natural that your podcaster spent considerable time contemplating the essential elements of fiction. Some experts say there are five components to it; others put the tally at six, even eight! But at the core it has always been the three elements: plot, setting and character. 

Plot was perfected, in the Western tradition at least, in the late 16th century by Shakespeare with the 5-act dramatic structure. Setting, given short-shrift for millennia, did not achieve co-equal status until the gothic novels of the mid-18th century. And character? Scholars point back 28 centuries to The Iliad: heroism, cowardice, pride, hubris - wrath. But the scholars are wrong. Character wasn't perfected first, but last. Not until the 1980s action drama The A-Team did this element of fiction reach its zenith.

The American television masterpiece synthesized what the Great Books dared not imagine into the now classic quartet: Colonel John "Hannibal" Smith as the brains; Lieutenant Templeton "Faceman" Peck as the looks; Sergeant Bosco Baracus the muscle; Captain H.M. Murdock the wildcard. The casting blueprint can be observed most everywhere; in the arts, at the office; even family the dinner table. Central banking is no exception. In the role of the brains is Ben "Hannibal" Bernanke. The looks? Lady Lagarde. The muscle? Jay "Mad Dog" Powell. The wildcard? The audience will naturally point to Haruhiko Kuroda and, before January 28th, the audience would have been correct.

On that day Isabel Schnabel, Member of the Executive Board of the European Central Bank, gave a speech extolling the virtues of the sovereign-bank-corporate nexus. That is technocrat-speak for the government-guaranteed private-bank loans to private enterprise. Schnabel endorsed these "crucial" national loan schemes and encouraged Europe's capitals to continue them, warning any premature end would be "destabilising". Put another way, the baton that represents the supervision of money creation, has been wrested away from Frankfurt and placed into the neatly manicured hands of politicians, seeking re-election.

The new wildcard is not Isabel Schnabel but the Euro Area member state. All 19 of them.

In this episode we touch upon 1980s television shows, like CHiPs and interbank clearing mechanisms, like CHIPS. Also, why are corporate elephants on the hunt for fast-moving gazelle enterprises? Why are these elephants being offered their own fiefdoms in Nevada? Lastly, a potpourri review of Jeff Snider's recent writing.

----------WHY----------
PART 01: Private banks fund global economic activity. But how do they move money among themselves?
PART 02: Nevada Governor Sisolak is proposing to offer corporations to set up their own local government structures.
PART 03: Cautionary sign posts that say this reflationary path may not be the road to recovery but a deflationary cul-de-sac.

----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy

----------WHAT----------
There's Much More Going On Than You've Been Led to Believe: https://bit.ly/3qhFnAq
The Endangered Inflationary Species: Gazelles: https://bit.ly/3dbuIDq
The Cautionary Tale of Undocumented Insanity: https://bit.ly/3deHyRI
Permanent Jobs, Permanent Job Losses: https://bit.ly/37fgD47
Old Numbers Show Us Why There Will be New Checks: https://bit.ly/3b41FPM

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, Tyrell Corporation full-time equivalent. Art by David Parkins. Podcast intro/outro is "City Lights, City Dreams" by Forever Sunset at Epidemic Sound.

]]> Having studied monetary policy for several years it was only natural that your podcaster spent considerable time contemplating the essential elements of fiction. Some experts say there are five components to it; others put the tally at six, even eight! But at the core it has always been the three elements: plot, setting and character. 

Plot was perfected, in the Western tradition at least, in the late 16th century by Shakespeare with the 5-act dramatic structure. Setting, given short-shrift for millennia, did not achieve co-equal status until the gothic novels of the mid-18th century. And character? Scholars point back 28 centuries to The Iliad: heroism, cowardice, pride, hubris - wrath. But the scholars are wrong. Character wasn't perfected first, but last. Not until the 1980s action drama The A-Team did this element of fiction reach its zenith.

The American television masterpiece synthesized what the Great Books dared not imagine into the now classic quartet: Colonel John "Hannibal" Smith as the brains; Lieutenant Templeton "Faceman" Peck as the looks; Sergeant Bosco Baracus the muscle; Captain H.M. Murdock the wildcard. The casting blueprint can be observed most everywhere; in the arts, at the office; even family the dinner table. Central banking is no exception. In the role of the brains is Ben "Hannibal" Bernanke. The looks? Lady Lagarde. The muscle? Jay "Mad Dog" Powell. The wildcard? The audience will naturally point to Haruhiko Kuroda and, before January 28th, the audience would have been correct.

On that day Isabel Schnabel, Member of the Executive Board of the European Central Bank, gave a speech extolling the virtues of the sovereign-bank-corporate nexus. That is technocrat-speak for the government-guaranteed private-bank loans to private enterprise. Schnabel endorsed these "crucial" national loan schemes and encouraged Europe's capitals to continue them, warning any premature end would be "destabilising". Put another way, the baton that represents the supervision of money creation, has been wrested away from Frankfurt and placed into the neatly manicured hands of politicians, seeking re-election.

The new wildcard is not Isabel Schnabel but the Euro Area member state. All 19 of them.

In this episode we touch upon 1980s television shows, like CHiPs and interbank clearing mechanisms, like CHIPS. Also, why are corporate elephants on the hunt for fast-moving gazelle enterprises? Why are these elephants being offered their own fiefdoms in Nevada? Lastly, a potpourri review of Jeff Snider's recent writing.

----------WHY----------
PART 01: Private banks fund global economic activity. But how do they move money among themselves?
PART 02: Nevada Governor Sisolak is proposing to offer corporations to set up their own local government structures.
PART 03: Cautionary sign posts that say this reflationary path may not be the road to recovery but a deflationary cul-de-sac.

----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy

----------WHAT----------
There's Much More Going On Than You've Been Led to Believe: https://bit.ly/3qhFnAq
The Endangered Inflationary Species: Gazelles: https://bit.ly/3dbuIDq
The Cautionary Tale of Undocumented Insanity: https://bit.ly/3deHyRI
Permanent Jobs, Permanent Job Losses: https://bit.ly/37fgD47
Old Numbers Show Us Why There Will be New Checks: https://bit.ly/3b41FPM

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, Tyrell Corporation full-time equivalent. Art by David Parkins. Podcast intro/outro is "City Lights, City Dreams" by Forever Sunset at Epidemic Sound.

]]> Tue, 16 Feb 2021 10:17:42 -0500 Jeff Snider Jeff Snider 4740 We consider the November 20, 1985 software glitch that shocked the interbank market. Then, a brief history of Fedwire, Telex, SWIFT and CHIPS. Also, elephant monopolies and a potpourri review of Jeff Snider's recent writing. We consider the November 20, 1985 software glitch that shocked the interbank market. Then, a brief history of Fedwire, Telex, SWIFT and CHIPS. Also, elephant monopolies and a potpourri review of Jeff Snider's recent writing. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No LIVE! Reaction: Answering The Economist 46 46 LIVE! Reaction: Answering The Economist full 3d82ec34-1bae-44d1-b849-2792a383756f https://share.transistor.fm/s/07fb2ff4 Jeff Snider reacts LIVE! to an article from The Economist. The magazine offers three arguments why the US economy might overheat in 2021: evidence that the downturn is temporary; generous fiscal stimulus; and the Federal Reserve’s monetary-policy strategy.

----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy

----------WHEN----------
00:55 Why won't a large fiscal stimulus (e.g. Biden's 9% of US GDP) save a post-2008 economy?
03:39 Why won't a large fiscal stimulus overheat a post-2008 economy?
06:46 Why aren't the positive employment gains of July-December 2020 positive?
08:13 Why isn't a pool of excess savings indicative of potential activity in a post-2008 economy?
11:38 Did the Federal Reserve learn the right lesson from the 2013 "taper tantrum"?
14:19 Why won't the Fed's new "average inflation" strategy not make save a post-2008 economy?

----------WHAT----------
The Economist, Fire without Fury: https://econ.st/3qnkWSu
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, seeing what the tide brought in. Art by David Parkins. Podcast intro/outro is "Chasing Visions" by vvano at Epidemic Sound.

]]> Jeff Snider reacts LIVE! to an article from The Economist. The magazine offers three arguments why the US economy might overheat in 2021: evidence that the downturn is temporary; generous fiscal stimulus; and the Federal Reserve’s monetary-policy strategy.

----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy

----------WHEN----------
00:55 Why won't a large fiscal stimulus (e.g. Biden's 9% of US GDP) save a post-2008 economy?
03:39 Why won't a large fiscal stimulus overheat a post-2008 economy?
06:46 Why aren't the positive employment gains of July-December 2020 positive?
08:13 Why isn't a pool of excess savings indicative of potential activity in a post-2008 economy?
11:38 Did the Federal Reserve learn the right lesson from the 2013 "taper tantrum"?
14:19 Why won't the Fed's new "average inflation" strategy not make save a post-2008 economy?

----------WHAT----------
The Economist, Fire without Fury: https://econ.st/3qnkWSu
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, seeing what the tide brought in. Art by David Parkins. Podcast intro/outro is "Chasing Visions" by vvano at Epidemic Sound.

]]> Mon, 15 Feb 2021 12:43:10 -0500 Jeff Snider Jeff Snider 1080 Will Joe Biden’s fiscal stimulus overheat the American economy? Jeff Snider react LIVE! to an article in The Economist. Will Joe Biden’s fiscal stimulus overheat the American economy? Jeff Snider react LIVE! to an article in The Economist. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Devolution of Financial Memory 45 45 Devolution of Financial Memory full 7cf55d09-262b-496a-b40c-bdd003c5d91c https://share.transistor.fm/s/0a67e6bd Sophocles won 24 of the 30 literary competitions he entered, placing second in the rest. Of his 120-plus plays, only seven survive. Eratosthenes, calculated the Earth's circumference with breathtaking accuracy. As Chief Librarian of the Library of Alexandria he oversaw the collation of hundreds of thousands of works. But not even his own "On the Measure of the Earth" survived the Library's progressive destruction by war, negligence and cultural revolution.

Rashid-al-Din Hamadani created the first world history, taking advantage of his location at the crossroads of a Mongol empire with access to European, Arabic, Persian, Indian, Mongol and Chinese scholars. Hamadani, not wanting his masterpiece to be lost to time, arranged to have the work copied in Arabic and Persian every year and distributed. But his patron's death and royal intrigues cost him his station and us his work; no complete copy survives.

Several scholars, dizzy by the thought of humanity's lost knowledge, tried their hand at wistful, melancholy catalogues of what might have been. Thomas Browne wrote Musaeum Clausum, "an imagined inventory of 'remarkable books, antiquities, pictures and rarities of several kinds, scarce or never seen by any man now living.'" Besides Seneca's epistles to St. Paul, this hidden library houses history's most famous box within which was the perfume of infection responsible for the 17th century Plague of Milan.

Of course there's a difference between the tragedy of lost knowledge and the tomfoolery of what was willfully forgotten. It is the latter which financial market participants specialize in. John Kenneth Galbraith lamented that, "There can be few fields of human endeavor in which history counts so little as in the world of finance." James Grant concurs, laconically noting that, "Progress is cumulative in science and engineering, but cyclical in finance." And so, in Episode 45 the Rashid-al-Din of the Eurodollar will help us un-forget the three reflations since 2007 and how they compare to present-day. But first we review why US Treasury Bill Yields may be so low.

----------WHY----------
Part 01: There is a mainstream explanation for why US Treasury Bill rates are falling. There is also a Eurodollar / Shadow Money / Collateral System explanation. Jeff Snider reviews the two perspectives and looks ahead to where trouble may lay.

Part 02: We look through the lenses of the dollar, Treasury yields, inflation breakevens, swap spreads to see how this Post-Covid reflation compares to the three economic recoveries of the past 13 years: Green Shoots (2009-10), Global Growth (2012-14) and Globally Synchronized Growth (2016-18).

----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy

----------WHAT----------
Let’s Talk Bills (again): https://bit.ly/3q6tJs9
Hey Bill, *What* Is It?: https://bit.ly/3rs3Ov3
Hey Bill, *Why* Now?: https://bit.ly/2MGohxx
Reaching Half A Year, What’s The (Complete) Reflation Situation?: https://bit.ly/2OchADQ
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, piling the bologna high and deep. Evolutionary sketches by David Parkins aboard the HMS Beagle. Podcast intro/outro is "Stand Divided" by Deskant at Epidemic Sound.

]]> Sophocles won 24 of the 30 literary competitions he entered, placing second in the rest. Of his 120-plus plays, only seven survive. Eratosthenes, calculated the Earth's circumference with breathtaking accuracy. As Chief Librarian of the Library of Alexandria he oversaw the collation of hundreds of thousands of works. But not even his own "On the Measure of the Earth" survived the Library's progressive destruction by war, negligence and cultural revolution.

Rashid-al-Din Hamadani created the first world history, taking advantage of his location at the crossroads of a Mongol empire with access to European, Arabic, Persian, Indian, Mongol and Chinese scholars. Hamadani, not wanting his masterpiece to be lost to time, arranged to have the work copied in Arabic and Persian every year and distributed. But his patron's death and royal intrigues cost him his station and us his work; no complete copy survives.

Several scholars, dizzy by the thought of humanity's lost knowledge, tried their hand at wistful, melancholy catalogues of what might have been. Thomas Browne wrote Musaeum Clausum, "an imagined inventory of 'remarkable books, antiquities, pictures and rarities of several kinds, scarce or never seen by any man now living.'" Besides Seneca's epistles to St. Paul, this hidden library houses history's most famous box within which was the perfume of infection responsible for the 17th century Plague of Milan.

Of course there's a difference between the tragedy of lost knowledge and the tomfoolery of what was willfully forgotten. It is the latter which financial market participants specialize in. John Kenneth Galbraith lamented that, "There can be few fields of human endeavor in which history counts so little as in the world of finance." James Grant concurs, laconically noting that, "Progress is cumulative in science and engineering, but cyclical in finance." And so, in Episode 45 the Rashid-al-Din of the Eurodollar will help us un-forget the three reflations since 2007 and how they compare to present-day. But first we review why US Treasury Bill Yields may be so low.

----------WHY----------
Part 01: There is a mainstream explanation for why US Treasury Bill rates are falling. There is also a Eurodollar / Shadow Money / Collateral System explanation. Jeff Snider reviews the two perspectives and looks ahead to where trouble may lay.

Part 02: We look through the lenses of the dollar, Treasury yields, inflation breakevens, swap spreads to see how this Post-Covid reflation compares to the three economic recoveries of the past 13 years: Green Shoots (2009-10), Global Growth (2012-14) and Globally Synchronized Growth (2016-18).

----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy

----------WHAT----------
Let’s Talk Bills (again): https://bit.ly/3q6tJs9
Hey Bill, *What* Is It?: https://bit.ly/3rs3Ov3
Hey Bill, *Why* Now?: https://bit.ly/2MGohxx
Reaching Half A Year, What’s The (Complete) Reflation Situation?: https://bit.ly/2OchADQ
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, piling the bologna high and deep. Evolutionary sketches by David Parkins aboard the HMS Beagle. Podcast intro/outro is "Stand Divided" by Deskant at Epidemic Sound.

]]> Mon, 08 Feb 2021 13:38:49 -0500 Jeff Snider Jeff Snider 3780 We un-forget the three reflations since 2007 and how they compare to present-day. Also, why are US Treasury Bill yields so low? We un-forget the three reflations since 2007 and how they compare to present-day. Also, why are US Treasury Bill yields so low? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Modern Monetary Hypnosis 43 43 Modern Monetary Hypnosis full 3782b7fb-6901-4ed4-803a-9c354c971e4e https://share.transistor.fm/s/d969bdbf As many listeners have long suspected, your podcast host did, as a child, run away and join the circus.  Not dissimilar from a traditional childhood, it was your classic Gypsy camp.  If children misbehaved, we would be "lock[ed]... into stocks, or throw[n]... into a cage and hoist[ed]... into the flytower... dangling precariously over the stage." Our ringmaster, Giuseppe Grimaldi "was horribly morbid, living in perpetual fear of death, and especially of being buried alive.  When he finally died... his will directed that his eldest daughter cut his head from his corpse just to be certain." Sure, perhaps quirky, but certainly not the oddest troupe - not Pandemonium Carnival.

So, looking to make a career of it your podcaster tried his hand at clownship. But, by that time, famous clowns like Pagliacci, Pennywise and Pogo were, despite slaying their audience with their routines, giving a bad name to the profession. So then, this host turned to tarot card reading and hypnosis. Despite earning some minor acclaim in London as Madame Simza, your host simply didn't have the chops and was forced to turn to the only option left: a Masters in Business Administration.

Surprisingly, it was an easy fit. Tarot cards - which "illuminate your past, clarify [the] present, show... the future" - had taught me everything I needed to know about finance. The card "Temperance, [when] inverted [is] indicative of volatility." If one draws "The Fool, someone has been led astray" - an investment fraud. "The Two of Cups?" It represents "a powerful bond" - a sovereign bond. Your podcaster learned about hypnosis too, except that the economics professors used different terms for it: expectations policy, forward guidance, moral suasion.


----------WHY----------
Part 01: Central banks cannot define, identify, measure or map modern money. And they haven't been able to since the 1970s. So instead they offer "moral suasion". That's a fancy word for threats, posturing and coercion. That's all fine and well until the global economy requires money.

Part 02: How does one define an asset bubble? Might there be fundamental, non-speculative reasons why prices are persistently high? Also, why did money-financed fiscal expansion fail in Japan? What does that experience tell us about the present?


----------SPONSOR----------
But first, this from Eurodollar Enterprises! Friends, are you worried your monetary policies are causing lurid levels of inequality? Are you concerned civil war, its hour come round at last, slouches toward K Street? Do you worry how your supple neck will fare when the blood-dimmed tide is loosed? Then the new Eurodollar Enterprises Second Skin Neck Brace is for you! Yes, strut through The Waste Land knowing that marauding lynch mobs of War Boys pose no danger. The carbon-fibre nanoweave is comfortable, flexible and the ultimate luxury in an April dystopia you hastened. Barter aquacola for guzzoline at Thunderdome with no concern of the guillotine. Is that the Road Warrior with a chainsaw? Then save your skin... with your Second Skin Neck Brace. New! From Eurodollar Enterprises.


----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy


----------WHAT----------
Suasion, Sure, But Is It Really Moral?: https://bit.ly/3bXMsBQ
If the Fed’s Not In Consumer Prices, Then How About Producer Prices?: https://bit.ly/2NomiOd
(Reinhart & Sbrancia) The Liquidation of Government Debt: https://bit.ly/363NUih
(Van Metre & Ashton) Everything You Wanted to Know About Inflation: https://bit.ly/2LZ8OZ5
The Fundamentals of the Bond ‘Bubble’: https://bit.ly/3qI1D6c
When They Introduced An Even Longer Gov’t Bond: https://bit.ly/3qCYhBw
They Keep Assuring Us Japan Can't Happen Here: https://bit.ly/39UfwHP
What is a Concentration Camp?: https://bit.ly/3iCN6G2
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, troubled by definitions. Artwork by David Parkins. Podcast intro/outro is "Whispering of the Stars" by Luella Gren at Epidemic Sound.

]]> As many listeners have long suspected, your podcast host did, as a child, run away and join the circus.  Not dissimilar from a traditional childhood, it was your classic Gypsy camp.  If children misbehaved, we would be "lock[ed]... into stocks, or throw[n]... into a cage and hoist[ed]... into the flytower... dangling precariously over the stage." Our ringmaster, Giuseppe Grimaldi "was horribly morbid, living in perpetual fear of death, and especially of being buried alive.  When he finally died... his will directed that his eldest daughter cut his head from his corpse just to be certain." Sure, perhaps quirky, but certainly not the oddest troupe - not Pandemonium Carnival.

So, looking to make a career of it your podcaster tried his hand at clownship. But, by that time, famous clowns like Pagliacci, Pennywise and Pogo were, despite slaying their audience with their routines, giving a bad name to the profession. So then, this host turned to tarot card reading and hypnosis. Despite earning some minor acclaim in London as Madame Simza, your host simply didn't have the chops and was forced to turn to the only option left: a Masters in Business Administration.

Surprisingly, it was an easy fit. Tarot cards - which "illuminate your past, clarify [the] present, show... the future" - had taught me everything I needed to know about finance. The card "Temperance, [when] inverted [is] indicative of volatility." If one draws "The Fool, someone has been led astray" - an investment fraud. "The Two of Cups?" It represents "a powerful bond" - a sovereign bond. Your podcaster learned about hypnosis too, except that the economics professors used different terms for it: expectations policy, forward guidance, moral suasion.


----------WHY----------
Part 01: Central banks cannot define, identify, measure or map modern money. And they haven't been able to since the 1970s. So instead they offer "moral suasion". That's a fancy word for threats, posturing and coercion. That's all fine and well until the global economy requires money.

Part 02: How does one define an asset bubble? Might there be fundamental, non-speculative reasons why prices are persistently high? Also, why did money-financed fiscal expansion fail in Japan? What does that experience tell us about the present?


----------SPONSOR----------
But first, this from Eurodollar Enterprises! Friends, are you worried your monetary policies are causing lurid levels of inequality? Are you concerned civil war, its hour come round at last, slouches toward K Street? Do you worry how your supple neck will fare when the blood-dimmed tide is loosed? Then the new Eurodollar Enterprises Second Skin Neck Brace is for you! Yes, strut through The Waste Land knowing that marauding lynch mobs of War Boys pose no danger. The carbon-fibre nanoweave is comfortable, flexible and the ultimate luxury in an April dystopia you hastened. Barter aquacola for guzzoline at Thunderdome with no concern of the guillotine. Is that the Road Warrior with a chainsaw? Then save your skin... with your Second Skin Neck Brace. New! From Eurodollar Enterprises.


----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy


----------WHAT----------
Suasion, Sure, But Is It Really Moral?: https://bit.ly/3bXMsBQ
If the Fed’s Not In Consumer Prices, Then How About Producer Prices?: https://bit.ly/2NomiOd
(Reinhart & Sbrancia) The Liquidation of Government Debt: https://bit.ly/363NUih
(Van Metre & Ashton) Everything You Wanted to Know About Inflation: https://bit.ly/2LZ8OZ5
The Fundamentals of the Bond ‘Bubble’: https://bit.ly/3qI1D6c
When They Introduced An Even Longer Gov’t Bond: https://bit.ly/3qCYhBw
They Keep Assuring Us Japan Can't Happen Here: https://bit.ly/39UfwHP
What is a Concentration Camp?: https://bit.ly/3iCN6G2
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, troubled by definitions. Artwork by David Parkins. Podcast intro/outro is "Whispering of the Stars" by Luella Gren at Epidemic Sound.

]]> Sun, 24 Jan 2021 14:24:17 -0500 Jeff Snider Jeff Snider 2880 Central banks cannot define, identify, measure or map modern money. So instead they offer "moral suasion". That's a fancy word for posturing. Central banks cannot define, identify, measure or map modern money. So instead they offer "moral suasion". That's a fancy word for posturing. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No WSJ Columnist asks Fed: 'What the...?' 42 42 WSJ Columnist asks Fed: 'What the...?' full 1fb60bf3-d481-4f38-929c-f4864ae3306d https://share.transistor.fm/s/f8ad1490 A recent Hidden Forces podcast with Demetri Kofinas featured professor Kevin Vallier and his new book "Trust in a Polarized Age". Vallier notes that Americans are less trusting than at any point since at least the 1960s. The timing is no surprise to any that read William Strauss and Neil Howe's The Fourth Turning. The "American High" - a period of confidence during which the society felt it could accomplish anything - ended with President Kennedy's assassination.

That phenomenon - that lack of trust, that lack of confidence - can be observed even in the University of Michigan survey of consumers. During the 1950s expectations about the future always ran ahead of the contemporary condition; an optimism, whether the present was good or bad, that it would be even better soon.  But, by the end of the 1960s, and ever since, expectations are always worse than the present. If we use confidence in democracy as a proxy for trust, that phenomenon is not solely American. A University of Cambridge project that includes 4 million people, covering 154 countries and combines over 25 international surveys showed 2019 to have been "the highest level of democratic discontent on record". Surely 2020 will rank even worse when results are finally published.

A more granular survey by Gallup has been conducted in the United States since the early 1970s and focuses on public and private institutions. Citizens are asked how much confidence they have in: organized religion, the Supreme Court, Congress, organized labor, big business, public schools, newspapers, the military, etc. Almost at the very bottom are news organizations. The only institution in which the public consistently has less confidence in is Congress, which they recently attempted to burn down.

The financial media is no exception, as Jeff Snider often makes clear in his writings. But just as Vallier expressed hope with Kofinas that trust can be rebuilt and just as Strauss and Howe conveyed confidence that institutional strength is cyclical and will return, so here, in Episode 42, does Snider note that the minority of financial press attempting to be bring truth to power is growing.

----------WHY----------
Part 01: Wall Street Journal columnist Andy Kessler recently spoke with Jeff Snider about central banks and monetary policy. He ended a recent column with, "The least the Fed can do is get out of the way. End QE now".

Part 02: Real yields recently hit RECORD lows. Yes, inflation is rising but is that due to the real economy expanding?  Real yields say, "No!". Real yields say, 'The real economy is AWFUL!' So what is driving inflation expectations higher? Fuel. Oil prices are up - but the economy isn't.

----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy

----------WHAT----------
How the Fed Stifles Lending: https://on.wsj.com/3bBrqc7
RealVision Caitlin Long Interviews Manmohan Singh: https://bit.ly/2XEx6JW
Inflation, Reflation, Or Something Else?: https://bit.ly/2Lu2Pey
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, anonymous. Artwork by David Parkins. Podcast intro/outro is "Autumn Haze" by West & Zander at Epidemic Sound.

]]> A recent Hidden Forces podcast with Demetri Kofinas featured professor Kevin Vallier and his new book "Trust in a Polarized Age". Vallier notes that Americans are less trusting than at any point since at least the 1960s. The timing is no surprise to any that read William Strauss and Neil Howe's The Fourth Turning. The "American High" - a period of confidence during which the society felt it could accomplish anything - ended with President Kennedy's assassination.

That phenomenon - that lack of trust, that lack of confidence - can be observed even in the University of Michigan survey of consumers. During the 1950s expectations about the future always ran ahead of the contemporary condition; an optimism, whether the present was good or bad, that it would be even better soon.  But, by the end of the 1960s, and ever since, expectations are always worse than the present. If we use confidence in democracy as a proxy for trust, that phenomenon is not solely American. A University of Cambridge project that includes 4 million people, covering 154 countries and combines over 25 international surveys showed 2019 to have been "the highest level of democratic discontent on record". Surely 2020 will rank even worse when results are finally published.

A more granular survey by Gallup has been conducted in the United States since the early 1970s and focuses on public and private institutions. Citizens are asked how much confidence they have in: organized religion, the Supreme Court, Congress, organized labor, big business, public schools, newspapers, the military, etc. Almost at the very bottom are news organizations. The only institution in which the public consistently has less confidence in is Congress, which they recently attempted to burn down.

The financial media is no exception, as Jeff Snider often makes clear in his writings. But just as Vallier expressed hope with Kofinas that trust can be rebuilt and just as Strauss and Howe conveyed confidence that institutional strength is cyclical and will return, so here, in Episode 42, does Snider note that the minority of financial press attempting to be bring truth to power is growing.

----------WHY----------
Part 01: Wall Street Journal columnist Andy Kessler recently spoke with Jeff Snider about central banks and monetary policy. He ended a recent column with, "The least the Fed can do is get out of the way. End QE now".

Part 02: Real yields recently hit RECORD lows. Yes, inflation is rising but is that due to the real economy expanding?  Real yields say, "No!". Real yields say, 'The real economy is AWFUL!' So what is driving inflation expectations higher? Fuel. Oil prices are up - but the economy isn't.

----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy

----------WHAT----------
How the Fed Stifles Lending: https://on.wsj.com/3bBrqc7
RealVision Caitlin Long Interviews Manmohan Singh: https://bit.ly/2XEx6JW
Inflation, Reflation, Or Something Else?: https://bit.ly/2Lu2Pey
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, anonymous. Artwork by David Parkins. Podcast intro/outro is "Autumn Haze" by West & Zander at Epidemic Sound.

]]> Tue, 19 Jan 2021 08:29:37 -0500 Jeff Snider Jeff Snider 2580 Wall Street Journal columnist Andy Kessler recently spoke with Jeff Snider about central banks and monetary policy. Wall Street Journal columnist Andy Kessler recently spoke with Jeff Snider about central banks and monetary policy. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Dr. Copper's Diagnosis 41 41 Dr. Copper's Diagnosis full da339da6-e4f3-4ac2-9f05-73e712da845a https://share.transistor.fm/s/9e6be768 Mary Toft had delivered a litter of rabbits - that was the news that reached the court of King George I in 1726. Obstetrician John Howard arrived at Toft's bedside in September where he was presented with several animal parts, ostensibly from the supernatural womb. In October, she delivered nine dead baby rabbits, prompting Howard to write a letter to England's greatest doctors and scientists, as well as the King's secretary. Nathaniel St. André, the King's Swiss surgeon-anatomist, was sent to investigate. Toft greeted his arrival in November by delivering her 15th dead rabbit in his presence. St. André bought the story and "took some of the rabbit specimens back to London to show the King."

Despite a chorus of doubt from other physicians and indisputable physical evidence from dissection of the rabbits, both Howard and St. André continued to support Toft's story. It seems Howard, taken in by the scam at first, was doubling-down as the stakes were raised hoping his bluff would be saved by a real miracle. St. André on the other hand seems to have made his stand on, "'maternal impression', an idea popular at the time. The theory proposed that an emotional stimulus experienced by a pregnant woman" - Toft had dreamt of rabbits - "could influence the development of the foetus."

Howard and St. André damaged the reputation of physicians. But there have been worse, Dr. Pepper for example - disgusting. Plenty of good docs of course, and not necessarily physicians: Dr. Manhattan, the smurfy-blue god; Dr. Disrespect, the gaming personality; "The Dock of the Bay", by Otis Redding. So, where on the spectrum lies copper with its doctorate of philosophy in economics?

In part 2 of Episode 41, Jeff Snider weighs the calm supply-and-demand fundamentals, versus the Howard and St. André-like narrative that the good ship #Copper-Pop - fueled by Fed #QE-finity inflation - has achieved escape velocity, entered the #Tesla-osphere, and is on its way to the #Bitcoin-star!  But first, the late-1990s Japanese government bond rout and its lessons for today.


----------WHY----------
Part 01: The benchmark US Treasury 10-year bond has seen its yield BLAST through 1.00% in the young year, from 0.91% on January 4 to 1.11% on January 8. Will an inflationary conflagration transform Treasuries into smoking husks of charcoal? Jeff Snider tells us what a REAL bond rout looked like.

Part 02: Is the nine-month copper price blastoff due to monetary reasons (central bank printing, government budget deficits) or fundamental reasons (supply and demand)? Jeff Snider explains the fundamental backdrop (along with speculative fever) but dismisses monetary motives.


----------SPONSOR----------
But first, this from Eurodollar Enterprises!  Friends, are you confused by the financial press?  Are the pretty people on Bloomberg speaking in paradox?  Are the esteemed pages of The Economist written in contradiction?  Then The New Eurodollar Enterprises Dictionary of Echo-Nomics is for you!  Yes, from AbeMoronics to ZIRP (Zero Interesting, Reasonable Policies) confidently leaf through your folio to define Yellenism, Powellution and Greenspam.  "Money", a noun, is defined as "a blessing that is of no advantage to us excepting when we part with it."  What is a synonym for "Wealth"?  Impunity.  What is the compound word for making economics erotic?  "Bernanke-panky".  The New Eurodollar Enterprises Dictionary of Echo-Nomics!  New!  From Eurodollar Enterprises.


----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy


----------WHAT----------
They’ve Gone Too Far (or have they?): https://bit.ly/2LCqA3y
Ep. 32, Pt. 2 Milton Friedman's Plucking Model: https://youtu.be/66W9oU0iUsw
The Doctor Is In?: https://alhambrapartners.com/2020/12/30/the-doctor-is-in/
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, says "fable" means "moral". Artwork by the Asimov of copper robots, David Parkins. Podcast intro/outro is "Occurrence" by Martin Gauffin at Epidemic Sound.

]]> Mary Toft had delivered a litter of rabbits - that was the news that reached the court of King George I in 1726. Obstetrician John Howard arrived at Toft's bedside in September where he was presented with several animal parts, ostensibly from the supernatural womb. In October, she delivered nine dead baby rabbits, prompting Howard to write a letter to England's greatest doctors and scientists, as well as the King's secretary. Nathaniel St. André, the King's Swiss surgeon-anatomist, was sent to investigate. Toft greeted his arrival in November by delivering her 15th dead rabbit in his presence. St. André bought the story and "took some of the rabbit specimens back to London to show the King."

Despite a chorus of doubt from other physicians and indisputable physical evidence from dissection of the rabbits, both Howard and St. André continued to support Toft's story. It seems Howard, taken in by the scam at first, was doubling-down as the stakes were raised hoping his bluff would be saved by a real miracle. St. André on the other hand seems to have made his stand on, "'maternal impression', an idea popular at the time. The theory proposed that an emotional stimulus experienced by a pregnant woman" - Toft had dreamt of rabbits - "could influence the development of the foetus."

Howard and St. André damaged the reputation of physicians. But there have been worse, Dr. Pepper for example - disgusting. Plenty of good docs of course, and not necessarily physicians: Dr. Manhattan, the smurfy-blue god; Dr. Disrespect, the gaming personality; "The Dock of the Bay", by Otis Redding. So, where on the spectrum lies copper with its doctorate of philosophy in economics?

In part 2 of Episode 41, Jeff Snider weighs the calm supply-and-demand fundamentals, versus the Howard and St. André-like narrative that the good ship #Copper-Pop - fueled by Fed #QE-finity inflation - has achieved escape velocity, entered the #Tesla-osphere, and is on its way to the #Bitcoin-star!  But first, the late-1990s Japanese government bond rout and its lessons for today.


----------WHY----------
Part 01: The benchmark US Treasury 10-year bond has seen its yield BLAST through 1.00% in the young year, from 0.91% on January 4 to 1.11% on January 8. Will an inflationary conflagration transform Treasuries into smoking husks of charcoal? Jeff Snider tells us what a REAL bond rout looked like.

Part 02: Is the nine-month copper price blastoff due to monetary reasons (central bank printing, government budget deficits) or fundamental reasons (supply and demand)? Jeff Snider explains the fundamental backdrop (along with speculative fever) but dismisses monetary motives.


----------SPONSOR----------
But first, this from Eurodollar Enterprises!  Friends, are you confused by the financial press?  Are the pretty people on Bloomberg speaking in paradox?  Are the esteemed pages of The Economist written in contradiction?  Then The New Eurodollar Enterprises Dictionary of Echo-Nomics is for you!  Yes, from AbeMoronics to ZIRP (Zero Interesting, Reasonable Policies) confidently leaf through your folio to define Yellenism, Powellution and Greenspam.  "Money", a noun, is defined as "a blessing that is of no advantage to us excepting when we part with it."  What is a synonym for "Wealth"?  Impunity.  What is the compound word for making economics erotic?  "Bernanke-panky".  The New Eurodollar Enterprises Dictionary of Echo-Nomics!  New!  From Eurodollar Enterprises.


----------WHERE----------
Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PlayerFM: https://bit.ly/3piLtjV
Podchaser: https://bit.ly/3oFCrwN
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr
AlhambraTube: https://bit.ly/2Xp3roy


----------WHAT----------
They’ve Gone Too Far (or have they?): https://bit.ly/2LCqA3y
Ep. 32, Pt. 2 Milton Friedman's Plucking Model: https://youtu.be/66W9oU0iUsw
The Doctor Is In?: https://alhambrapartners.com/2020/12/30/the-doctor-is-in/
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, says "fable" means "moral". Artwork by the Asimov of copper robots, David Parkins. Podcast intro/outro is "Occurrence" by Martin Gauffin at Epidemic Sound.

]]> Sun, 10 Jan 2021 13:04:23 -0500 Jeff Snider Jeff Snider 2460 What does the 45-degree ascension of copper prices tell us about the global economy? What does the 45-degree ascension of copper prices tell us about the global economy? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What's the Score? 40 40 What's the Score? full 85f181a9-9da1-4a9a-a4d2-656c6e55b20a https://share.transistor.fm/s/9296b554 In the middle of the 17th century, Athanasius Kircher -- "one of Europe’s most successful scholars" -- published "Egyptian Oedipus", a magisterial three-volume folio on Egyptology that "presented Latin translations of hieroglyphic inscriptions". The three-tome folio of ornate illustrations and diagrams was the product of "more than two decades of toil"; it sourced Arabic, Aramaic, Coptic, Ethiopian, Greek, Latin, Oriental and Samaritan texts. Kircher had illustrated "mummies, sarcophagi, Canopic jars, sphinxes" as well as "almost every hieroglyphic inscription known to Europeans" and translated them "character by character, into Latin prose." It was wholly and "utterly mistaken".

In the late 19th century, William F. Warren was "one of the outstanding figures" of education, noted his 1929 New York Times obituary. He was a charter member of both the New England Conservatory of Music and Wellesley College. He spent 45 years at Boston University, including three decades as president during which a number of progressive firsts occurred, such as America's very first female PhD. He authored eight books, including "Paradise Found" in which, drawing on his knowledge of "the great epic folklore of the Hindus, the Celts, the Chinese, the Persians", and footnoting in French, German and Greek, "he arrived at the inevitable conclusion: the Garden of Eden is at the North Pole."

Are we, in the early 21st century, free of such erroneous scholarship? Was then a superstitious past and now a scientific present? If our scholarly leaders were presented with evidence, if they had inside information, if they were imbued with power to compel actors to share data would they goal-seek a result, like Kircher and Warren? In Part 1 of Episode 40 Jeff Snider reads through official Federal Reserve emails covering the final 90-some days of Lehman Brothers' existence. It turns out our scholars are human too.

----------SPONSOR----------
But first, this from Eurodollar Enterprises!  Friends, are you a central banker?  Have you been invited into the home of a member of the financial press to celebrate Christmas or Hanukkah or Ramadan or Pancha Ganapati or Kwanzaa or Saturnalia or Yalda or Koliada or Festivus but have nothing to wear?  Then the new line premium quality bathrobes from Eurodollar Enterprises is for you!  Yes, arrive adorned in 800-thread count, plush Egyptian cotton emanating entitlement and overconfidence with devil-may-care flair. Each robe comes with your initials hand-stitched on the sleeves, and for that added touch of superiority, the logo of a regulated institution and your prospective employer, will be emblazoned over the breast pocket. Premium quality bathrobes!  New!  From Eurodollar Enterprises.

----------WHY----------
Part 01: Ben Bernanke was informed that Lehman Bros. was believed finished, on June 13, 2008 - 94 days before the bankruptcy. JPMorgan, with its seat at the heart of the repurchase agreement market, was acting on this belief. Internal Fed emails suggest the Fed thought JPMorgan was nuts.

Part 02: Jamie Dimon, CEO of JP Morgan -- America's most important bank, "wouldn’t touch" America's Treasury securities with a "10-foot pole". But JP Morgan itself is likely buying the same Treasuries hand-over-fist! Why the disconnect? Politics? Malice? Or just bad economics?

Part 03: Inflation. Social media denizens claim it’s bad, that it’s ugly and that I’m a jerk. Does a professional survey of American citizens confirm that claim? On the latter point certainly – but what about inflation acceleration? Americans say, 'Meh'.

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy

Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PlayerFM: https://bit.ly/3piLtjV
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
Vaccine Euphoria and Inflation Hysteria Obscure Dollar Problem: https://bit.ly/37tfO8p
Inflation HyZ1teria #2: https://bit.ly/3r41Gu2
(CNBC) Jamie Dimon says he wouldn’t touch Treasuries: https://cnb.cx/37t1mNM
Act II: The Lie Unwinds: https://bit.ly/38g78l8

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, cootie-free. Artwork by David Parkins. Podcast intro/outro is "Chasing Visions" by Vano at Epidemic Sound.

]]> In the middle of the 17th century, Athanasius Kircher -- "one of Europe’s most successful scholars" -- published "Egyptian Oedipus", a magisterial three-volume folio on Egyptology that "presented Latin translations of hieroglyphic inscriptions". The three-tome folio of ornate illustrations and diagrams was the product of "more than two decades of toil"; it sourced Arabic, Aramaic, Coptic, Ethiopian, Greek, Latin, Oriental and Samaritan texts. Kircher had illustrated "mummies, sarcophagi, Canopic jars, sphinxes" as well as "almost every hieroglyphic inscription known to Europeans" and translated them "character by character, into Latin prose." It was wholly and "utterly mistaken".

In the late 19th century, William F. Warren was "one of the outstanding figures" of education, noted his 1929 New York Times obituary. He was a charter member of both the New England Conservatory of Music and Wellesley College. He spent 45 years at Boston University, including three decades as president during which a number of progressive firsts occurred, such as America's very first female PhD. He authored eight books, including "Paradise Found" in which, drawing on his knowledge of "the great epic folklore of the Hindus, the Celts, the Chinese, the Persians", and footnoting in French, German and Greek, "he arrived at the inevitable conclusion: the Garden of Eden is at the North Pole."

Are we, in the early 21st century, free of such erroneous scholarship? Was then a superstitious past and now a scientific present? If our scholarly leaders were presented with evidence, if they had inside information, if they were imbued with power to compel actors to share data would they goal-seek a result, like Kircher and Warren? In Part 1 of Episode 40 Jeff Snider reads through official Federal Reserve emails covering the final 90-some days of Lehman Brothers' existence. It turns out our scholars are human too.

----------SPONSOR----------
But first, this from Eurodollar Enterprises!  Friends, are you a central banker?  Have you been invited into the home of a member of the financial press to celebrate Christmas or Hanukkah or Ramadan or Pancha Ganapati or Kwanzaa or Saturnalia or Yalda or Koliada or Festivus but have nothing to wear?  Then the new line premium quality bathrobes from Eurodollar Enterprises is for you!  Yes, arrive adorned in 800-thread count, plush Egyptian cotton emanating entitlement and overconfidence with devil-may-care flair. Each robe comes with your initials hand-stitched on the sleeves, and for that added touch of superiority, the logo of a regulated institution and your prospective employer, will be emblazoned over the breast pocket. Premium quality bathrobes!  New!  From Eurodollar Enterprises.

----------WHY----------
Part 01: Ben Bernanke was informed that Lehman Bros. was believed finished, on June 13, 2008 - 94 days before the bankruptcy. JPMorgan, with its seat at the heart of the repurchase agreement market, was acting on this belief. Internal Fed emails suggest the Fed thought JPMorgan was nuts.

Part 02: Jamie Dimon, CEO of JP Morgan -- America's most important bank, "wouldn’t touch" America's Treasury securities with a "10-foot pole". But JP Morgan itself is likely buying the same Treasuries hand-over-fist! Why the disconnect? Politics? Malice? Or just bad economics?

Part 03: Inflation. Social media denizens claim it’s bad, that it’s ugly and that I’m a jerk. Does a professional survey of American citizens confirm that claim? On the latter point certainly – but what about inflation acceleration? Americans say, 'Meh'.

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy

Vurbl: https://bit.ly/3rq4dPn
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PlayerFM: https://bit.ly/3piLtjV
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
Vaccine Euphoria and Inflation Hysteria Obscure Dollar Problem: https://bit.ly/37tfO8p
Inflation HyZ1teria #2: https://bit.ly/3r41Gu2
(CNBC) Jamie Dimon says he wouldn’t touch Treasuries: https://cnb.cx/37t1mNM
Act II: The Lie Unwinds: https://bit.ly/38g78l8

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, cootie-free. Artwork by David Parkins. Podcast intro/outro is "Chasing Visions" by Vano at Epidemic Sound.

]]> Thu, 24 Dec 2020 10:09:41 -0500 Jeff Snider Jeff Snider 4080 With Bernanke, Dimon and the Fed at the 30-yard line stocks and media celebrate: touchdown! With Bernanke, Dimon and the Fed at the 30-yard line stocks and media celebrate: touchdown! Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Quantum Dollar Mechanics 39 39 Quantum Dollar Mechanics full 3c84819e-e8db-42e0-9f46-9c87a910be1f https://share.transistor.fm/s/070a0f8c Your podcaster has long been impressed by cinema that presents what is outside the human sensory process; art that conceives and presents what we literally cannot perceive. In 2001: A Space Odyssey, Stanley Kubrik shows us what transcendence is, by sending Keir Dullea through an astral rainbowfall. Christopher Nolan's Interstellar presents Matthew McConaughey in a tesseract, the three-dimensional shadow of four-dimensional space. In Annihilation, Alex Garland samples evolution, by introducing a sentient, prismatic cancer that refracts and reflects the DNA of its surroundings, including that of Natalie Portman.

The audience is placed in an environment that doesn't reconcile with daily life and leaves them holding on to reality - at least as they understand it - by their fingernails. The eurodollar system is like that. Consider this legal wordfall from the Financial Stability Board: "regulatory arbitrage in the presence of non-harmonised re-hypothecation regimes." 

Or this two-dimensional shadow of extra-dimensional money by Jeff Snider: "Nobody buys securities; they borrow and claim to 'own' [them]... [then] the client will agree to allow the dealer to re-pledge... the very security the client is claiming to own...  [T]he already re-pledged security... can be re-pledged again... In many if not most cases, there needn’t be the original client [desire] for this chain of re-pledging."

If you want to know what it's like to travel through a wormhole for 18 hours in a hundredth of a second like Jodie Foster did in Robert Zemeckis' Contact then part one of Episode 39 is for you. Parts two and three aren't the worst things in the world either. Well, this world at least...

----------SPONSOR----------
But first, this from Eurodollar Enterprises!  Friends, are you a central banker?  Do you celebrate monetary accomplishments before they occur?  Do you struggle in credibly promising to be irrational?  Then the new Clench 5000 from Eurodollar Enterprises is for you!  Yes, simply place this refashioned, stainless-steel mousetrap in your trousers or pencil skirt for your next press conference.  Nary a hair will move on your head nor an eyebrow raise in confidence.  Nary a smile will cross your face before the policy transmits successfully through the economy.  Rest easy that your days of premature celebration are over with the knowledge that the Clench 5000 is hair-trigger sensitive.  The Clench 5000!  New!  From Eurodollar Enterprises.

----------WHY----------
Part 01: To understand the 2008 crisis one must understand Lehman Brothers. But NOT Lehman Brothers, Inc. - the American subsidiary. No, the REAL STORY was Lehman Brothers International (Europe), the United Kingdom subsidiary.

Part 02: Inflation Hysteria II is the latest blockbuster advertised in the financial media. Is the sequel better, or worse than the original (2017-18)? Let's ask the critics: TIPS, interest rate swaps, the yield curve and oil prices.

Part 03: In the end, these polar opposites in consumer credit are saying something important about the state of the economy. The same thing. Jobs.

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PlayerFM: https://bit.ly/3piLtjV
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
A Nonsensical Jumble of Misused Words Requires Discussion: https://bit.ly/3oPaJ0d
(I. Schnabel Speech) Shifting tides in euro area money markets: https://bit.ly/3oLBz9w
Inflation Hysteria #2 (TIPS, Swaps): https://bit.ly/3gE6SjH
Inflation Hysteria #2 (Nominal UST): https://bit.ly/37TV492
Inflation Hysteria #2 (WTI): https://bit.ly/2W7Gvcf
Polar Opposite Sides of Consumer Credit End Up in the Same Place - Jobs: https://bit.ly/37RVlJu
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, quantum mechanic. Artwork by David Parkins. Podcast intro/outro is "Otherworld" by Lama House at Epidemic Sound.

]]> Your podcaster has long been impressed by cinema that presents what is outside the human sensory process; art that conceives and presents what we literally cannot perceive. In 2001: A Space Odyssey, Stanley Kubrik shows us what transcendence is, by sending Keir Dullea through an astral rainbowfall. Christopher Nolan's Interstellar presents Matthew McConaughey in a tesseract, the three-dimensional shadow of four-dimensional space. In Annihilation, Alex Garland samples evolution, by introducing a sentient, prismatic cancer that refracts and reflects the DNA of its surroundings, including that of Natalie Portman.

The audience is placed in an environment that doesn't reconcile with daily life and leaves them holding on to reality - at least as they understand it - by their fingernails. The eurodollar system is like that. Consider this legal wordfall from the Financial Stability Board: "regulatory arbitrage in the presence of non-harmonised re-hypothecation regimes." 

Or this two-dimensional shadow of extra-dimensional money by Jeff Snider: "Nobody buys securities; they borrow and claim to 'own' [them]... [then] the client will agree to allow the dealer to re-pledge... the very security the client is claiming to own...  [T]he already re-pledged security... can be re-pledged again... In many if not most cases, there needn’t be the original client [desire] for this chain of re-pledging."

If you want to know what it's like to travel through a wormhole for 18 hours in a hundredth of a second like Jodie Foster did in Robert Zemeckis' Contact then part one of Episode 39 is for you. Parts two and three aren't the worst things in the world either. Well, this world at least...

----------SPONSOR----------
But first, this from Eurodollar Enterprises!  Friends, are you a central banker?  Do you celebrate monetary accomplishments before they occur?  Do you struggle in credibly promising to be irrational?  Then the new Clench 5000 from Eurodollar Enterprises is for you!  Yes, simply place this refashioned, stainless-steel mousetrap in your trousers or pencil skirt for your next press conference.  Nary a hair will move on your head nor an eyebrow raise in confidence.  Nary a smile will cross your face before the policy transmits successfully through the economy.  Rest easy that your days of premature celebration are over with the knowledge that the Clench 5000 is hair-trigger sensitive.  The Clench 5000!  New!  From Eurodollar Enterprises.

----------WHY----------
Part 01: To understand the 2008 crisis one must understand Lehman Brothers. But NOT Lehman Brothers, Inc. - the American subsidiary. No, the REAL STORY was Lehman Brothers International (Europe), the United Kingdom subsidiary.

Part 02: Inflation Hysteria II is the latest blockbuster advertised in the financial media. Is the sequel better, or worse than the original (2017-18)? Let's ask the critics: TIPS, interest rate swaps, the yield curve and oil prices.

Part 03: In the end, these polar opposites in consumer credit are saying something important about the state of the economy. The same thing. Jobs.

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PlayerFM: https://bit.ly/3piLtjV
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
A Nonsensical Jumble of Misused Words Requires Discussion: https://bit.ly/3oPaJ0d
(I. Schnabel Speech) Shifting tides in euro area money markets: https://bit.ly/3oLBz9w
Inflation Hysteria #2 (TIPS, Swaps): https://bit.ly/3gE6SjH
Inflation Hysteria #2 (Nominal UST): https://bit.ly/37TV492
Inflation Hysteria #2 (WTI): https://bit.ly/2W7Gvcf
Polar Opposite Sides of Consumer Credit End Up in the Same Place - Jobs: https://bit.ly/37RVlJu
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, quantum mechanic. Artwork by David Parkins. Podcast intro/outro is "Otherworld" by Lama House at Epidemic Sound.

]]> Mon, 14 Dec 2020 06:59:12 -0500 Jeff Snider Jeff Snider 3840 Two-dimensional shadows of extra-dimensional money. Two-dimensional shadows of extra-dimensional money. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Weïrd Sisters 38 38 The Weïrd Sisters full c5b11b46-4f8e-4768-babe-efc475297dde https://share.transistor.fm/s/a5c0f2a0 Christine Lagarde, Janet Yellen and Stephanie Kelton are among the world's best known political-economists. Lagarde, was France's Minister of Finance, Managing Director of the International Monetary Fund, and is President of the European Central Bank - all firsts for a lady. Yellen, was America's Chair of the Federal Reserve and is presumptive nominee for US Secretary of the Treasury - each a first for a lady. Kelton, was advisor to the Bernie Sanders 2016 presidential campaign, is a best-selling author, and is the most famous evangelist for modern monetary theory.

And now these remarkable three are in positions of power and influence to guide the world out of socioeconomic depression. It echoes the 1999 cover of Time Magazine featuring three men -- Robert Rubin, Alan Greenspan, and Larry Summers -- with the agitated headline "The Committee to Save the World". Alas, this 38th episode of Making Sense continues the long tradition of unease found in the Western canon regarding the female triumvirate.

Yes, of course The Graces -- Aglaea, Euphrosyne, and Thalia -- were lovely… but there was the rumor about them spending so much time in the underworld. No need to comment on the Harpies - a triad of vengeful, winged sisters.  And who can forget The Witches of Eastwick: Susan Sarandon, Michelle Pfeiffer and Cher? They put your podcaster off cherries for the rest of the 80s. But it is Shakespeare who provides us the incomparable trio: the Weird Sisters. Better understood today as 'weyward' or 'weyard', they were the Anglo-Saxon Fates responsible for divination and predictions - what we call "economics" in modern day.  Don't take this podcaster's word for it - listen to the Bard:

<<Macbeth, Act 4, Scene 1:>>
Round about the cauldron go;
In the poison'd policies throw.
Media, that report narrative
Days and nights as quantitative
Sweat inflation running hot
Boil thou first i' th' charmed pot.

Double, double toil and trouble;
Fire burn, and cauldron bubble.

Soul of financial journalist
In the cauldron boil and mist;
UBI of newt and bank reserves,
Wool of bat and control of curves,
Adder's fork and Janet's QE,
Lizard's leg and Kelton's MMT,
For a charm of powerful trouble,
Like a hell-broth boil and bubble.

Zirp, nirp toil and trouble;
Economy burn, and markets bubble.

----------WHY----------
PART 01: What is former Federal Reserve Chair Janet Yellen all about?  What can we expect from the US Treasury under her leadership? She didn't commit any MAJOR errors during her term. Was it competence, or happenstance?

PART 02: Christine Lagarde, head of the European Central Bank, promises to employ trillions in euro carrots (large-scale asset purchase programs) and sticks (negative interest rates). Seems solid! But modern-day monetary policy, "is designed to... give an appearance of solidity to pure wind."

PART 03: Is there any room for money in modern monetary theory? Stephanie Kelton, the best known evangelist for MMT says yes. Jeff Snider, says no. Indeed, Snider maintains that MMT is more likely to lead to deflation and disinflation than hyperinflation - just look to Japan for proof.

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PlayerFM: https://bit.ly/3piLtjV
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
Meet the Same New Boss: https://bit.ly/39JxXAg
(NY Times) Divining the Regulatory Goals of Fed Rivals: https://nyti.ms/33MtJnN
(CBS News) Janet Yellen: The exit interview: https://cbsn.ws/3lHbeaB
(The FT) Janet Yellen is the right woman for the times: https://on.ft.com/36FvMfe
Saving Jobs Won’t Save Us From Jaws: https://bit.ly/3mUTGcc
(OECD): Continued fiscal support and public health action needed to make hope of recovery a reality: https://bit.ly/36HsCYD
The Failure of the Printing Press Birthed MMT and the Printing Press: https://bit.ly/37wzozs
Knapp's The State Theory of Money (1924 English translation): https://bit.ly/37z6IG0

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, tongue-tied by Rana Foroohar. Artwork by David "Banquo" Parkins. Podcast intro/outro is "The Mole" by Christoffer Moe Ditlevsen at Epidemic Sound.

]]> Christine Lagarde, Janet Yellen and Stephanie Kelton are among the world's best known political-economists. Lagarde, was France's Minister of Finance, Managing Director of the International Monetary Fund, and is President of the European Central Bank - all firsts for a lady. Yellen, was America's Chair of the Federal Reserve and is presumptive nominee for US Secretary of the Treasury - each a first for a lady. Kelton, was advisor to the Bernie Sanders 2016 presidential campaign, is a best-selling author, and is the most famous evangelist for modern monetary theory.

And now these remarkable three are in positions of power and influence to guide the world out of socioeconomic depression. It echoes the 1999 cover of Time Magazine featuring three men -- Robert Rubin, Alan Greenspan, and Larry Summers -- with the agitated headline "The Committee to Save the World". Alas, this 38th episode of Making Sense continues the long tradition of unease found in the Western canon regarding the female triumvirate.

Yes, of course The Graces -- Aglaea, Euphrosyne, and Thalia -- were lovely… but there was the rumor about them spending so much time in the underworld. No need to comment on the Harpies - a triad of vengeful, winged sisters.  And who can forget The Witches of Eastwick: Susan Sarandon, Michelle Pfeiffer and Cher? They put your podcaster off cherries for the rest of the 80s. But it is Shakespeare who provides us the incomparable trio: the Weird Sisters. Better understood today as 'weyward' or 'weyard', they were the Anglo-Saxon Fates responsible for divination and predictions - what we call "economics" in modern day.  Don't take this podcaster's word for it - listen to the Bard:

<<Macbeth, Act 4, Scene 1:>>
Round about the cauldron go;
In the poison'd policies throw.
Media, that report narrative
Days and nights as quantitative
Sweat inflation running hot
Boil thou first i' th' charmed pot.

Double, double toil and trouble;
Fire burn, and cauldron bubble.

Soul of financial journalist
In the cauldron boil and mist;
UBI of newt and bank reserves,
Wool of bat and control of curves,
Adder's fork and Janet's QE,
Lizard's leg and Kelton's MMT,
For a charm of powerful trouble,
Like a hell-broth boil and bubble.

Zirp, nirp toil and trouble;
Economy burn, and markets bubble.

----------WHY----------
PART 01: What is former Federal Reserve Chair Janet Yellen all about?  What can we expect from the US Treasury under her leadership? She didn't commit any MAJOR errors during her term. Was it competence, or happenstance?

PART 02: Christine Lagarde, head of the European Central Bank, promises to employ trillions in euro carrots (large-scale asset purchase programs) and sticks (negative interest rates). Seems solid! But modern-day monetary policy, "is designed to... give an appearance of solidity to pure wind."

PART 03: Is there any room for money in modern monetary theory? Stephanie Kelton, the best known evangelist for MMT says yes. Jeff Snider, says no. Indeed, Snider maintains that MMT is more likely to lead to deflation and disinflation than hyperinflation - just look to Japan for proof.

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PlayerFM: https://bit.ly/3piLtjV
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
Meet the Same New Boss: https://bit.ly/39JxXAg
(NY Times) Divining the Regulatory Goals of Fed Rivals: https://nyti.ms/33MtJnN
(CBS News) Janet Yellen: The exit interview: https://cbsn.ws/3lHbeaB
(The FT) Janet Yellen is the right woman for the times: https://on.ft.com/36FvMfe
Saving Jobs Won’t Save Us From Jaws: https://bit.ly/3mUTGcc
(OECD): Continued fiscal support and public health action needed to make hope of recovery a reality: https://bit.ly/36HsCYD
The Failure of the Printing Press Birthed MMT and the Printing Press: https://bit.ly/37wzozs
Knapp's The State Theory of Money (1924 English translation): https://bit.ly/37z6IG0

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, tongue-tied by Rana Foroohar. Artwork by David "Banquo" Parkins. Podcast intro/outro is "The Mole" by Christoffer Moe Ditlevsen at Epidemic Sound.

]]> Mon, 07 Dec 2020 15:27:38 -0500 Jeff Snider Jeff Snider 3480 The long tradition of unease found in the Western canon regarding the female triumvirate. The long tradition of unease found in the Western canon regarding the female triumvirate. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Case of the Missing Money 37 37 The Case of the Missing Money full abe44dbc-ae88-42db-8251-86a13cfc55b2 https://share.transistor.fm/s/34032457 “The Case of the Missing Money” is not an Arthur Conan Doyle short-story but instead a 1976 essay by well-known economist Stephen Goldfeld who noticed that there wasn’t enough money to justify the high level of economic activity at that time. Goldfeld explained that money was traditionally a simple function of, “real gross national product, [and] the interest rates on savings and time deposits at commercial banks and on commercial paper.”

But that formula was suddenly producing “whopping”, “unprecedented”, “quite unacceptable” and “conspicuous” errors that stood out “like a sore thumb”. The clue to the mystery -- which he was not able to solve at the time -- was that the formula for currency was on target BUT the one for checking accounts was unreliable. The monetary format under the auspices of public institutions -- cash and coin -- was fine.  But the monetary format that was the domain of private banks -- deposit accounts -- was way short.

But money WASN'T missing from the economy. Money as traditionally understood and defined by economists, THAT money was missing, but the market had broadened the definition in the 1960s and 70s by turning capital market securities into near-money, among many other evolutions. This suited the banks because, while they couldn’t print and mint official government money, they could ‘print and mint’ ledger ‘money’.

Just under half a century later the roles are reversed. A modern-day Goldfeld would note that official monetary formats like bank reserves are being created at a “whopping”, “unprecedented”, “quite unacceptable” and “conspicuous” pace that stands out “like a sore thumb”.  But because the vastly more valuable private bank ledger balances are way short, our global economy suffers for it.  In this 37th Episode of Making Sense, Jeff Snider writes and solves three mysteries: "Japan: The Case of the Missing Inflation!", "Europe: The Case of the Missing Economy!" and "Treasury Bills! The Case of the Missing Money?

----------WHY----------
Part 01: How might an economy fare if there was no corona? With neither covids nor gremlins throwing sand into the gears of economic machinery, would the engine be purring or sputtering? We turn to Japan for answers.

Part 02: Europe's latest PMI scores tell us the continent is falling into re-recession, perhaps not unlike Japan. Where did the momentum disappear to? The USA has better PMIs but should that give us comfort?

Part 03: All debt is equal, but some debt is more equal than others. Treasury market short-term bills hold a special place in the monetary hierarchy. Does recent selling of Bills signal economic hope? Or something else more mundane?

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy

Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PlayerFM: https://bit.ly/3piLtjV
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
QQE To The Moon, *Deflation* Returns to Japan Anyway: https://bit.ly/3q0YK0K
Deflation Returns To Japan, Part 2: https://bit.ly/33qhzAR
A Lesson In PMIs: Relative vs. Absolute: https://bit.ly/2HHWtpU
Treasury Auctions Are Anything But Sorry Because They’ve Never Been Sorry About Solly: https://bit.ly/33rsLNL
Just Who Is, And Who Is Not, Selling T-Bills: https://bit.ly/2Jgw7w6

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, Double-Dutch auctioneer. Artwork by David Parkins. Podcast intro/outro is "The Great Ascension" by Christoffer Moe Ditlevsen at Epidemic Sound.

]]> “The Case of the Missing Money” is not an Arthur Conan Doyle short-story but instead a 1976 essay by well-known economist Stephen Goldfeld who noticed that there wasn’t enough money to justify the high level of economic activity at that time. Goldfeld explained that money was traditionally a simple function of, “real gross national product, [and] the interest rates on savings and time deposits at commercial banks and on commercial paper.”

But that formula was suddenly producing “whopping”, “unprecedented”, “quite unacceptable” and “conspicuous” errors that stood out “like a sore thumb”. The clue to the mystery -- which he was not able to solve at the time -- was that the formula for currency was on target BUT the one for checking accounts was unreliable. The monetary format under the auspices of public institutions -- cash and coin -- was fine.  But the monetary format that was the domain of private banks -- deposit accounts -- was way short.

But money WASN'T missing from the economy. Money as traditionally understood and defined by economists, THAT money was missing, but the market had broadened the definition in the 1960s and 70s by turning capital market securities into near-money, among many other evolutions. This suited the banks because, while they couldn’t print and mint official government money, they could ‘print and mint’ ledger ‘money’.

Just under half a century later the roles are reversed. A modern-day Goldfeld would note that official monetary formats like bank reserves are being created at a “whopping”, “unprecedented”, “quite unacceptable” and “conspicuous” pace that stands out “like a sore thumb”.  But because the vastly more valuable private bank ledger balances are way short, our global economy suffers for it.  In this 37th Episode of Making Sense, Jeff Snider writes and solves three mysteries: "Japan: The Case of the Missing Inflation!", "Europe: The Case of the Missing Economy!" and "Treasury Bills! The Case of the Missing Money?

----------WHY----------
Part 01: How might an economy fare if there was no corona? With neither covids nor gremlins throwing sand into the gears of economic machinery, would the engine be purring or sputtering? We turn to Japan for answers.

Part 02: Europe's latest PMI scores tell us the continent is falling into re-recession, perhaps not unlike Japan. Where did the momentum disappear to? The USA has better PMIs but should that give us comfort?

Part 03: All debt is equal, but some debt is more equal than others. Treasury market short-term bills hold a special place in the monetary hierarchy. Does recent selling of Bills signal economic hope? Or something else more mundane?

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy

Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PlayerFM: https://bit.ly/3piLtjV
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
QQE To The Moon, *Deflation* Returns to Japan Anyway: https://bit.ly/3q0YK0K
Deflation Returns To Japan, Part 2: https://bit.ly/33qhzAR
A Lesson In PMIs: Relative vs. Absolute: https://bit.ly/2HHWtpU
Treasury Auctions Are Anything But Sorry Because They’ve Never Been Sorry About Solly: https://bit.ly/33rsLNL
Just Who Is, And Who Is Not, Selling T-Bills: https://bit.ly/2Jgw7w6

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, Double-Dutch auctioneer. Artwork by David Parkins. Podcast intro/outro is "The Great Ascension" by Christoffer Moe Ditlevsen at Epidemic Sound.

]]> Mon, 30 Nov 2020 08:54:23 -0500 Jeff Snider Jeff Snider 4020 In the 1970s the money was thought missing, but wasn't. Today? The opposite case. In the 1970s the money was thought missing, but wasn't. Today? The opposite case. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Recession Roulette 36 36 Recession Roulette full 4376870f-eb74-4e6c-847a-a5af5c1dcc16 https://share.transistor.fm/s/81d0ec99 Part 01: What can the late-19th century Long Depression (1873-96) tell us about the early-21st century Silent Depression (2008-2?)?  We turn to Henry George, the author of the most popular economics book of all time to learn what he got right, got wrong and how it applies to the present.

Part 02: An estimated 742,000 Americans submitted initial claims for unemployment insurance in the week ending November 14. That is 'worst all-time' prior to the 2020 experience and is wholly inappropriate EIGHT MONTHS AFTER the shock.

Part 03: Japanese banks are borrowing from US banks at healthy rates (reflation!). The Chinese currency is appreciating at a healthy pace (reflation!). But there are few quirks, odds, ends, bits and bobs that remain in the shadows of the eurodollar.

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy

Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PlayerFM: https://bit.ly/3piLtjV
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
The Economic Emergency In 2020 and Beyond Won't Be Covid: https://bit.ly/332eI0R
Progress and Poverty by Henry George, fifth edition (1881): https://bit.ly/390ZjBH
It Will Have To Be Our New Weekly Ritual: https://bit.ly/39aL90K
Making Sense's Review of Economic Symmetry: https://youtu.be/yGOiHqVdE_M
Redistributing A Shrinking Pie Is Nothing Like A Flood; Because There Was No Flood: https://bit.ly/338Bwfg

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, bond villain moonlighter. Artwork by David Parkins. Podcast outro is "Things to Do" by Ballpoint at Epidemic Sound.

]]> Part 01: What can the late-19th century Long Depression (1873-96) tell us about the early-21st century Silent Depression (2008-2?)?  We turn to Henry George, the author of the most popular economics book of all time to learn what he got right, got wrong and how it applies to the present.

Part 02: An estimated 742,000 Americans submitted initial claims for unemployment insurance in the week ending November 14. That is 'worst all-time' prior to the 2020 experience and is wholly inappropriate EIGHT MONTHS AFTER the shock.

Part 03: Japanese banks are borrowing from US banks at healthy rates (reflation!). The Chinese currency is appreciating at a healthy pace (reflation!). But there are few quirks, odds, ends, bits and bobs that remain in the shadows of the eurodollar.

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy

Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PlayerFM: https://bit.ly/3piLtjV
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
The Economic Emergency In 2020 and Beyond Won't Be Covid: https://bit.ly/332eI0R
Progress and Poverty by Henry George, fifth edition (1881): https://bit.ly/390ZjBH
It Will Have To Be Our New Weekly Ritual: https://bit.ly/39aL90K
Making Sense's Review of Economic Symmetry: https://youtu.be/yGOiHqVdE_M
Redistributing A Shrinking Pie Is Nothing Like A Flood; Because There Was No Flood: https://bit.ly/338Bwfg

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, bond villain moonlighter. Artwork by David Parkins. Podcast outro is "Things to Do" by Ballpoint at Epidemic Sound.

]]> Mon, 23 Nov 2020 10:24:31 -0500 Jeff Snider Jeff Snider 3240 Determining the odds of rebound, reflation or recovery via the late-19th century, US unemployment, Japanese banks and the Chinese currency. Determining the odds of rebound, reflation or recovery via the late-19th century, US unemployment, Japanese banks and the Chinese currency. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Team Disorder Wrassles the Economy 35 35 Team Disorder Wrassles the Economy full d5461336-36c1-4564-8ac8-4a85016784c6 https://share.transistor.fm/s/acd9101a PART 01: US Treasury yields have risen on positive news, especially following the CoVo Vax news from Pfizer. Does it mean reflation has begun? Does it mean the 40-year bond bull market is dead? What do other economic accounts say?

PART 02: America's unemployment rate plummeted from 14.7% to 6.9% in six short months! But it's the same 2010-15 mirage. Even the Federal Reserve doesn't believe it - that's why they edited away the idea of "full employment" in August 2020.

PART 03: Communists in Beijing have a better grasp of the world economy's direction than the capitalists in Washington, London and Brussels. Beijing's 14th Five-Year Plan hints at an isolated Chinese economy, an island unto itself.

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PlayerFM: https://bit.ly/3piLtjV
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
Vaccine-phoria: https://bit.ly/3pnufSB
No Time For Pfizer, Europe Heads Back: https://bit.ly/38GnchV
Where Is It, Chairman Powell?: https://bit.ly/3eVWiDA
Good Payrolls Still Say Slowdown: https://bit.ly/32GaxaE
Slowdown In The Rebound; Stop Listening To Central Bankers: https://bit.ly/3psbbT1
QE Didn’t JOLT (again): https://bit.ly/2UswUfw
Xi Jinping Is Mao, Only For His Focus to Be On Technology: https://bit.ly/35ubOnf
The Prices And Costs Of What Xi Believes He’s Got To Do: https://bit.ly/32E1SWr
Moving The Bird Back Into Its (Old) Cage: https://bit.ly/35tDkB4

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, the slightly poorer and unsuccessful - but handsomer eurodollar podcast version of Tom Brady. Artwork by the Lance Russell of the art ring David Parkins. Podcast intro/outro is "Temple of Runha" by ELFL at Epidemic Sound.

]]> PART 01: US Treasury yields have risen on positive news, especially following the CoVo Vax news from Pfizer. Does it mean reflation has begun? Does it mean the 40-year bond bull market is dead? What do other economic accounts say?

PART 02: America's unemployment rate plummeted from 14.7% to 6.9% in six short months! But it's the same 2010-15 mirage. Even the Federal Reserve doesn't believe it - that's why they edited away the idea of "full employment" in August 2020.

PART 03: Communists in Beijing have a better grasp of the world economy's direction than the capitalists in Washington, London and Brussels. Beijing's 14th Five-Year Plan hints at an isolated Chinese economy, an island unto itself.

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
Deezer: https://bit.ly/3ndoVPE
iHeart: https://ihr.fm/31jq7cI
TuneIn: http://tun.in/pjT2Z
Castro: https://bit.ly/30DMYza
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Pandora: https://pdora.co/2GQL3Qg
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PlayerFM: https://bit.ly/3piLtjV
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
ListenNotes: https://bit.ly/38xY7pb
AmazonMusic: https://amzn.to/2UpEk2P
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
Vaccine-phoria: https://bit.ly/3pnufSB
No Time For Pfizer, Europe Heads Back: https://bit.ly/38GnchV
Where Is It, Chairman Powell?: https://bit.ly/3eVWiDA
Good Payrolls Still Say Slowdown: https://bit.ly/32GaxaE
Slowdown In The Rebound; Stop Listening To Central Bankers: https://bit.ly/3psbbT1
QE Didn’t JOLT (again): https://bit.ly/2UswUfw
Xi Jinping Is Mao, Only For His Focus to Be On Technology: https://bit.ly/35ubOnf
The Prices And Costs Of What Xi Believes He’s Got To Do: https://bit.ly/32E1SWr
Moving The Bird Back Into Its (Old) Cage: https://bit.ly/35tDkB4

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, the slightly poorer and unsuccessful - but handsomer eurodollar podcast version of Tom Brady. Artwork by the Lance Russell of the art ring David Parkins. Podcast intro/outro is "Temple of Runha" by ELFL at Epidemic Sound.

]]> Wed, 18 Nov 2020 11:03:03 -0500 Jeff Snider Jeff Snider 4020 A vaccine may disable one member of Team Disorder A vaccine may disable one member of Team Disorder Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Social Contract 34 34 Social Contract full a259082f-f567-40ce-9be5-e4f4edf770e6 https://share.transistor.fm/s/2f7b8600  A social contract is the agreement between government, business, wealthy and ordinary households in how to apportion the costs and benefits of society.  The recently concluded (?) American election comes to mind, as a potential first step towards a new (green?) deal.  In this, the 34th episode of Making Sense, Jeff Snider identifies another, less obvious freshly fashioned contract: China and its recent 14th Five-Year plan.  But as Snider explains, question marks are not unique to democratic republics -- communist 'republics' have them too.

The most successful, contemporary social contract your podcaster is aware of are the early-2000s Hartz Reforms in Germany. Listeners may be surprised to learn that before them today's "economic engine of Europe" was the "sick man of Europe".  The decade-long assimilation of East Germany had taken a heavy toll and unemployment levels would breach more than 10% -- in 2004!  The new social contract ensured employment in return for low-wage growth that favored business. So, success doesn't mean cost-free.  But we've always known that; remember the story of one of humanity's original contracts?

As we learn in Exodus, Moses had to introduce The Commandments twice; the stone tablets were angrily shattered in the first attempt!  And by the time the second draft was presented the scene was rather tense.  Firstly, God was annoyed as all get-out to see Moses again -- what, he doesn't have anything else to do other than hew stone tablets?  Secondly, Moses was ill-tempered that he couldn't leave the chosen people alone for a few days before they started chugging flagons like Frank the Tank.  Lastly, the people, like the teenager unable to thread the needle in a way that explained bongs and brassieres strewn across the yard to her parents, were anxiously awaiting judgement. 

When Moses returned for the second time the apprehensive throng gathered before him.  Moses announced, "I have good news and bad news.  The good news is, I got him down to ten."  And a great cheer of relief issued forth.  "The bad news is... adultery stays."

----------WHY----------
PART 01: Does Xi Jinping, General Secretary of the Chinese Communist Party, have a BETTER understanding of the global economy than capitalists? China's newest Five-Year Plan is sending the following signals: (A) Globalization is dead. (B) The world's monetary order has broken. (C) Bye.

PART 02: Central bankers in Frankfurt and London are very active lately. They want, "to help the economy", "to boost lending" and give banks "confidence" all so as to achieve their inflation targets. So far? Bubkis. Would MMT be different?

PART 03: The LIBOR price-fixing scandal was called "crime of the century". Central bankers saw the crime as an opportunity to shunt aside LIBOR - a global rate that shouldn't exist for a supply of dollars that shouldn't exist. But does.

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
China’s 1st 15-year Xi-athon: https://bit.ly/3p4vo11
E$U M.S. Ep. #17 - From Bond Yields to Communism, Don’t Call It A Comeback: https://bit.ly/32kijag
Washington looms large over drafting of China’s next five-year plan: https://on.ft.com/2U0T1JF
In 2020, Central Bankers Everywhere Are Being Exposed: https://bit.ly/3k8DQZm
COT B-und?: https://bit.ly/38iQaUC
There Is A Hard Truth To This Soft SOFR Arrogance: https://bit.ly/38mPBJM
IMF Global Markets Monitor (03-Nov-2020): https://bit.ly/2GD911j

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, social-media beast of burden. Artwork by David "Mr. Universe" Parkins. Podcast intro/outro is "All Emotions" by ELFL at Epidemic Sound.

]]>  A social contract is the agreement between government, business, wealthy and ordinary households in how to apportion the costs and benefits of society.  The recently concluded (?) American election comes to mind, as a potential first step towards a new (green?) deal.  In this, the 34th episode of Making Sense, Jeff Snider identifies another, less obvious freshly fashioned contract: China and its recent 14th Five-Year plan.  But as Snider explains, question marks are not unique to democratic republics -- communist 'republics' have them too.

The most successful, contemporary social contract your podcaster is aware of are the early-2000s Hartz Reforms in Germany. Listeners may be surprised to learn that before them today's "economic engine of Europe" was the "sick man of Europe".  The decade-long assimilation of East Germany had taken a heavy toll and unemployment levels would breach more than 10% -- in 2004!  The new social contract ensured employment in return for low-wage growth that favored business. So, success doesn't mean cost-free.  But we've always known that; remember the story of one of humanity's original contracts?

As we learn in Exodus, Moses had to introduce The Commandments twice; the stone tablets were angrily shattered in the first attempt!  And by the time the second draft was presented the scene was rather tense.  Firstly, God was annoyed as all get-out to see Moses again -- what, he doesn't have anything else to do other than hew stone tablets?  Secondly, Moses was ill-tempered that he couldn't leave the chosen people alone for a few days before they started chugging flagons like Frank the Tank.  Lastly, the people, like the teenager unable to thread the needle in a way that explained bongs and brassieres strewn across the yard to her parents, were anxiously awaiting judgement. 

When Moses returned for the second time the apprehensive throng gathered before him.  Moses announced, "I have good news and bad news.  The good news is, I got him down to ten."  And a great cheer of relief issued forth.  "The bad news is... adultery stays."

----------WHY----------
PART 01: Does Xi Jinping, General Secretary of the Chinese Communist Party, have a BETTER understanding of the global economy than capitalists? China's newest Five-Year Plan is sending the following signals: (A) Globalization is dead. (B) The world's monetary order has broken. (C) Bye.

PART 02: Central bankers in Frankfurt and London are very active lately. They want, "to help the economy", "to boost lending" and give banks "confidence" all so as to achieve their inflation targets. So far? Bubkis. Would MMT be different?

PART 03: The LIBOR price-fixing scandal was called "crime of the century". Central bankers saw the crime as an opportunity to shunt aside LIBOR - a global rate that shouldn't exist for a supply of dollars that shouldn't exist. But does.

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
China’s 1st 15-year Xi-athon: https://bit.ly/3p4vo11
E$U M.S. Ep. #17 - From Bond Yields to Communism, Don’t Call It A Comeback: https://bit.ly/32kijag
Washington looms large over drafting of China’s next five-year plan: https://on.ft.com/2U0T1JF
In 2020, Central Bankers Everywhere Are Being Exposed: https://bit.ly/3k8DQZm
COT B-und?: https://bit.ly/38iQaUC
There Is A Hard Truth To This Soft SOFR Arrogance: https://bit.ly/38mPBJM
IMF Global Markets Monitor (03-Nov-2020): https://bit.ly/2GD911j

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, social-media beast of burden. Artwork by David "Mr. Universe" Parkins. Podcast intro/outro is "All Emotions" by ELFL at Epidemic Sound.

]]> Wed, 11 Nov 2020 11:34:20 -0500 Jeff Snider Jeff Snider 3720 The difficulties of implementing a new order, from Exodus to Quantitative Easing. The difficulties of implementing a new order, from Exodus to Quantitative Easing. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Eurodollarween 33 33 Eurodollarween full 64224ec1-0b22-47b9-b49f-c996925fb12b https://share.transistor.fm/s/a1dfe35d Broadcasting from the kingdom of NYE, I'm Art Bell and this is Coast to Coast AM from the great beyond.  Tonight we'll talk to General Johnson Jameson from his bunker complex beneath the Saskatchewan crust, as to whether Y2K can still happen.  Then... 'Do you want to believe?!'  The government doesn't want you to. Chris Carter, creator of the X-Files, will tell us exactly which episodes the government didn't want you to see.  Also, Rod Sterling will join me live in studio... well in a manner of speaking.  Was the Twilight Zone a documentary that had to be presented to the public as fiction...?

Our time on Earth is indeed, very short.  No matter how old or young you are, you are a tiny slice of the cosmos' plan.  You're here for a very, very short time.  We all are.  And the big question of course is, what happens after we end this physical life... or it is ended, however you have it.  It's a big question.  And October, of course, is a great time to explore that question because one of the main things you look for is some - any evidence of life beyond the physical.  The supernatural, the apparition, the unexplained, the Kachina doll that seems to move around the house by itself...

There's no place more spooky and unexplained than central banking and the monetary order.  Let us then enter another dimension.  A monetary realm.  Let us turn to the wildcard line.  Jeff, Emil... can you hear me?  This is Art Bell.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
A True Horror Tale: https://bit.ly/2TGjGvb
FOMC Meeting Minutes Transcript, June 27-28, 2000: https://bit.ly/3kKDysO
Innovation in the International Financial Markets by G. Dufey and I. Giddy: https://bit.ly/2HDEpND
Quarrel With Quarles Over Too Little, Not Too Many: https://bit.ly/35Mshly
The Authority Fallacy, Or The Quarles Quandary: https://bit.ly/3mDro5H
Vice Chair for Supervision Randal K. Quarles Remarks at the Hoover Institution: https://bit.ly/2HSETQf
The Dollar Disease Well Predates the Coronavirus: https://bit.ly/3kLVaod
BIS "US dollar funding - an international perspective": https://bit.ly/31Yurxi


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, redrum redrum REDRUM!  Artwork by the modern day Gustave Doré, David Parkins.  Podcast intro/outro is "Fugent" by Lupus Nocte at Epidemic Sound.

]]> Broadcasting from the kingdom of NYE, I'm Art Bell and this is Coast to Coast AM from the great beyond.  Tonight we'll talk to General Johnson Jameson from his bunker complex beneath the Saskatchewan crust, as to whether Y2K can still happen.  Then... 'Do you want to believe?!'  The government doesn't want you to. Chris Carter, creator of the X-Files, will tell us exactly which episodes the government didn't want you to see.  Also, Rod Sterling will join me live in studio... well in a manner of speaking.  Was the Twilight Zone a documentary that had to be presented to the public as fiction...?

Our time on Earth is indeed, very short.  No matter how old or young you are, you are a tiny slice of the cosmos' plan.  You're here for a very, very short time.  We all are.  And the big question of course is, what happens after we end this physical life... or it is ended, however you have it.  It's a big question.  And October, of course, is a great time to explore that question because one of the main things you look for is some - any evidence of life beyond the physical.  The supernatural, the apparition, the unexplained, the Kachina doll that seems to move around the house by itself...

There's no place more spooky and unexplained than central banking and the monetary order.  Let us then enter another dimension.  A monetary realm.  Let us turn to the wildcard line.  Jeff, Emil... can you hear me?  This is Art Bell.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
A True Horror Tale: https://bit.ly/2TGjGvb
FOMC Meeting Minutes Transcript, June 27-28, 2000: https://bit.ly/3kKDysO
Innovation in the International Financial Markets by G. Dufey and I. Giddy: https://bit.ly/2HDEpND
Quarrel With Quarles Over Too Little, Not Too Many: https://bit.ly/35Mshly
The Authority Fallacy, Or The Quarles Quandary: https://bit.ly/3mDro5H
Vice Chair for Supervision Randal K. Quarles Remarks at the Hoover Institution: https://bit.ly/2HSETQf
The Dollar Disease Well Predates the Coronavirus: https://bit.ly/3kLVaod
BIS "US dollar funding - an international perspective": https://bit.ly/31Yurxi


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, redrum redrum REDRUM!  Artwork by the modern day Gustave Doré, David Parkins.  Podcast intro/outro is "Fugent" by Lupus Nocte at Epidemic Sound.

]]> Mon, 02 Nov 2020 07:50:35 -0500 Jeff Snider Jeff Snider 3300 What is the Scariest Monetary Tale Ever Told? What is the Scariest Monetary Tale Ever Told? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Unit Root 32 32 The Unit Root full 4c8a84ea-f03e-4f1c-97d4-461eb50d6473 https://share.transistor.fm/s/50ef9697 The bread of this podcast hotdog features Jeff Snider putting into context how far behind the times monetary authorities are, and that all may not be as it seems with the appreciating Chinese currency.  But the middle, the wiener if you will, is about the unit root. But please! Before you throw your device across the room in disgust rather than listen to yet another podcast about monomial equations and non-stationary processes realize that it's all about econometricians assuming economies do not suffer permanent shocks. The assumption that an economy must experience a recession AND a recovery.

A 1993 paper by Milton Friedman averred the data showed this is how economies operated, and indeed they did -- in the post-WW2 experience.  Friedman referenced an earlier work of his, from 1964, with data that stretched over a longer period that ALSO showed this.  And indeed, the 1879 to 1961 period does, as long as you exclude the war cycles and 1945 to 1949 because, as Friedman put it "of their special characteristics."  So, if your podcaster understands this correctly, if you exclude permanent shocks and data discontinuity then one is welcome to assume no permanent shocks.

Now, your podcaster is admittedly missing something here.  For one, he's missing econometricians' razor-sharp intelligence.  Second, he hasn't won a Nobel in economics - not yet at least.  The cost of this lacuna is that shoelaces give him trouble - all his trainers and loafers have Velcro.  Simultaneous gum chewing and walking results in emergency trips to the dentist.  And hot dogs are eaten with the bun in one hand and dog in the other.  But the benefit of not having a towering intelligence is not falling prey to hubris. In believing intricate mathematics model out permanent shocks.  In believing that it can go back to the way it was.  The year 2008 was a permanent break.  Like 1914.  Like 1929.  Like 1945.

----------WHY----------
PART 01: How many years behind are regulators, from the leading edge of money? Consider, seven years AFTER the crisis, Europe introduced legislation (2014) to track securities lending. Not until 2020 did data collection begin. Besides, this, and other, money activity was brought to our attention in 1981!

PART 02: The world is complex.  Too complex to model.  Assumptions must be made.  Is the exclusion of permanent shocks to the economy a reasonable one?  Rational?  Plausible?  Yet econometricians --  with their hands on the wheel -- say it is.  That iceberg dead ahead?  Not in the model.

PART 03: The Chinese currency is gaining against the dollar. That SHOULD be an 'all-clear' signal that reflation, global trade, and positive momentum are in place. But we DO NOT see corroborating evidence on the People's Bank of China balance sheet. Maybe the move is an engineered feint?

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
Central Banks Trying to Create Inflation Is An Old Laugh Line: https://bit.ly/35uS5Cr
Innovation in the International Financial Markets by G. Dufey and I. Giddy: https://bit.ly/2HDEpND
The Unit Root of the Missing Monetary Monomial: https://bit.ly/37zvVBV
Milton Friedman's 1964 The Monetary Studies of the National Bureau: https://bit.ly/3dQquQ2
Milton Friedman's 1993 "The Plucking Model of Business Fluctuations Revisited": https://bit.ly/3dQ1OY3
CNY + TIC = October 2020, or 2017?: https://bit.ly/2FTp2Qk

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, an innuendo. Artwork by the unit root, David Parkins. Podcast intro/outro is "Siren Screen" by Ooyy at Epidemic Sound.

]]> The bread of this podcast hotdog features Jeff Snider putting into context how far behind the times monetary authorities are, and that all may not be as it seems with the appreciating Chinese currency.  But the middle, the wiener if you will, is about the unit root. But please! Before you throw your device across the room in disgust rather than listen to yet another podcast about monomial equations and non-stationary processes realize that it's all about econometricians assuming economies do not suffer permanent shocks. The assumption that an economy must experience a recession AND a recovery.

A 1993 paper by Milton Friedman averred the data showed this is how economies operated, and indeed they did -- in the post-WW2 experience.  Friedman referenced an earlier work of his, from 1964, with data that stretched over a longer period that ALSO showed this.  And indeed, the 1879 to 1961 period does, as long as you exclude the war cycles and 1945 to 1949 because, as Friedman put it "of their special characteristics."  So, if your podcaster understands this correctly, if you exclude permanent shocks and data discontinuity then one is welcome to assume no permanent shocks.

Now, your podcaster is admittedly missing something here.  For one, he's missing econometricians' razor-sharp intelligence.  Second, he hasn't won a Nobel in economics - not yet at least.  The cost of this lacuna is that shoelaces give him trouble - all his trainers and loafers have Velcro.  Simultaneous gum chewing and walking results in emergency trips to the dentist.  And hot dogs are eaten with the bun in one hand and dog in the other.  But the benefit of not having a towering intelligence is not falling prey to hubris. In believing intricate mathematics model out permanent shocks.  In believing that it can go back to the way it was.  The year 2008 was a permanent break.  Like 1914.  Like 1929.  Like 1945.

----------WHY----------
PART 01: How many years behind are regulators, from the leading edge of money? Consider, seven years AFTER the crisis, Europe introduced legislation (2014) to track securities lending. Not until 2020 did data collection begin. Besides, this, and other, money activity was brought to our attention in 1981!

PART 02: The world is complex.  Too complex to model.  Assumptions must be made.  Is the exclusion of permanent shocks to the economy a reasonable one?  Rational?  Plausible?  Yet econometricians --  with their hands on the wheel -- say it is.  That iceberg dead ahead?  Not in the model.

PART 03: The Chinese currency is gaining against the dollar. That SHOULD be an 'all-clear' signal that reflation, global trade, and positive momentum are in place. But we DO NOT see corroborating evidence on the People's Bank of China balance sheet. Maybe the move is an engineered feint?

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
Central Banks Trying to Create Inflation Is An Old Laugh Line: https://bit.ly/35uS5Cr
Innovation in the International Financial Markets by G. Dufey and I. Giddy: https://bit.ly/2HDEpND
The Unit Root of the Missing Monetary Monomial: https://bit.ly/37zvVBV
Milton Friedman's 1964 The Monetary Studies of the National Bureau: https://bit.ly/3dQquQ2
Milton Friedman's 1993 "The Plucking Model of Business Fluctuations Revisited": https://bit.ly/3dQ1OY3
CNY + TIC = October 2020, or 2017?: https://bit.ly/2FTp2Qk

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, an innuendo. Artwork by the unit root, David Parkins. Podcast intro/outro is "Siren Screen" by Ooyy at Epidemic Sound.

]]> Mon, 26 Oct 2020 12:10:39 -0400 Jeff Snider Jeff Snider 3300 Self-Reinforcing delusion of econometric models Self-Reinforcing delusion of econometric models Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Bank of Japan, the Monetary Recon Team 31 31 Bank of Japan, the Monetary Recon Team full 268aa647-9b68-4da2-81d3-060664e3ce02 https://share.transistor.fm/s/3a3f350d American economist and New York Times columnist, Paul Krugman entered the economics profession to follow in the footsteps of Hari Seldon, a psychohistorian living on Trantor, approximately 10,000 years into the future.  Seldon, psychohistory and Trantor are all from Isaac Assimov's Foundation series published between 1951 to '53.  Seldon used, "the mathematics of human behaviour to save civilisation," as Krugman put it.  Admittedly, "economics is a pretty poor substitute", muses Krugman, "[b]ut I tried," he says.  Many would say he's done so very successfully having been awarded the Nobel Memorial Prize in Economic Sciences for his contributions to New Trade Theory and New Economic Geography.

Is he the best psychohistorian alive?  Your podcaster does not think so - they hand out those Nobels like candy.  No, the best is Hungarian-American George Friedman, the geopolitical strategist.  As proof this podcaster offers his 2009 book titled: "The Next 100 Years".  Sure, Seldon forecasted the next 1,000 for the galaxy, but still, who on Earth is offering an outlook for the next century?

In Friedman's book, Japan plays a very prominent role, second only to the United States.  In macroeconomics and monetary policy Japan plays a central role too.  It is the scout.  Recon as the Americans call it; recee to the Commonwealth.  The Bank of Japan is about seven years ahead of the main central banking force.  And it's waving back at everyone to, 'Stay back! Don't come this way!'  Is the warning lost in translation?  Is it ignored? 

Spanish essayist George Santayana famously noted, "Those who cannot remember the past are condemned to repeat it."  But your podcaster prefers Friedman's quip that, "Studying history has little practical utility in averting past outcomes.  We are doomed to repeat history whether we know it or not."

----------WHY----------
PART 01: Central banks regulate money supply - the Federal Reserve does not. The Fed does not control US dollars. Consider what came of Fed research Marvin Goodfriend's writings in the 1980s and 90s the eurodollar system and its enormous, ocean of offshore dollars? Nothing.

PART 02: Real central banks manage money supply. Fake central banks manage inflation expectations. Central bankers cannot define, identify, quantify or convey money supply. Thus, they are reduced to observing a monetary output: inflation expectations.

PART 03: The Bank of Japan has implemented radical, unorthodox policies for over two decades. The bank is seven years out in front of everyone. As scout, it has repeatedly warned the main central banking force (i.e. Britain, Europe and North America) not to follow in its path. But it's been ignored.

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
Bond Yields Are Really Quite Easy to Understand: https://bit.ly/2T3rQNT
Marvin Goodfriend's 1981 "Eurodollars" article : https://bit.ly/2HgoRyL
J. Alfred Broaddus Jr.'s 1993 'Good Luck' article: https://bit.ly/2SYebHM
Randal K. Quarles' 2020 'All Clear' speech: https://bit.ly/319RuVF
Inflation (Expectations) Is Anything But Confusing: https://bit.ly/3j6CYE0
Decoding Gauges of Inflation Expectations Is Fed’s Next Big Task: https://bloom.bg/2T3qmDm
You Need To Understand What’s Really Behind This New ‘V’, And Once Again Japan Is More Than Helpful: https://bit.ly/358weAz
Raising the Inflation Target: Lessons from Japan: https://bit.ly/31f85Yi
Why Did the BOJ Not Achieve the 2 Percent Inflation Target with a Time Horizon of About Two Years?: https://bit.ly/359eS6T

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, falling out of balance, splitting his differential and tipping the f— over. Artwork by David Parkins, the Edmund Blackadder of the lampoon trenches. Podcast intro/outro is "Tiger's Nest" by Ooyy and Smartface at Epidemic Sound.

]]> American economist and New York Times columnist, Paul Krugman entered the economics profession to follow in the footsteps of Hari Seldon, a psychohistorian living on Trantor, approximately 10,000 years into the future.  Seldon, psychohistory and Trantor are all from Isaac Assimov's Foundation series published between 1951 to '53.  Seldon used, "the mathematics of human behaviour to save civilisation," as Krugman put it.  Admittedly, "economics is a pretty poor substitute", muses Krugman, "[b]ut I tried," he says.  Many would say he's done so very successfully having been awarded the Nobel Memorial Prize in Economic Sciences for his contributions to New Trade Theory and New Economic Geography.

Is he the best psychohistorian alive?  Your podcaster does not think so - they hand out those Nobels like candy.  No, the best is Hungarian-American George Friedman, the geopolitical strategist.  As proof this podcaster offers his 2009 book titled: "The Next 100 Years".  Sure, Seldon forecasted the next 1,000 for the galaxy, but still, who on Earth is offering an outlook for the next century?

In Friedman's book, Japan plays a very prominent role, second only to the United States.  In macroeconomics and monetary policy Japan plays a central role too.  It is the scout.  Recon as the Americans call it; recee to the Commonwealth.  The Bank of Japan is about seven years ahead of the main central banking force.  And it's waving back at everyone to, 'Stay back! Don't come this way!'  Is the warning lost in translation?  Is it ignored? 

Spanish essayist George Santayana famously noted, "Those who cannot remember the past are condemned to repeat it."  But your podcaster prefers Friedman's quip that, "Studying history has little practical utility in averting past outcomes.  We are doomed to repeat history whether we know it or not."

----------WHY----------
PART 01: Central banks regulate money supply - the Federal Reserve does not. The Fed does not control US dollars. Consider what came of Fed research Marvin Goodfriend's writings in the 1980s and 90s the eurodollar system and its enormous, ocean of offshore dollars? Nothing.

PART 02: Real central banks manage money supply. Fake central banks manage inflation expectations. Central bankers cannot define, identify, quantify or convey money supply. Thus, they are reduced to observing a monetary output: inflation expectations.

PART 03: The Bank of Japan has implemented radical, unorthodox policies for over two decades. The bank is seven years out in front of everyone. As scout, it has repeatedly warned the main central banking force (i.e. Britain, Europe and North America) not to follow in its path. But it's been ignored.

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
Bond Yields Are Really Quite Easy to Understand: https://bit.ly/2T3rQNT
Marvin Goodfriend's 1981 "Eurodollars" article : https://bit.ly/2HgoRyL
J. Alfred Broaddus Jr.'s 1993 'Good Luck' article: https://bit.ly/2SYebHM
Randal K. Quarles' 2020 'All Clear' speech: https://bit.ly/319RuVF
Inflation (Expectations) Is Anything But Confusing: https://bit.ly/3j6CYE0
Decoding Gauges of Inflation Expectations Is Fed’s Next Big Task: https://bloom.bg/2T3qmDm
You Need To Understand What’s Really Behind This New ‘V’, And Once Again Japan Is More Than Helpful: https://bit.ly/358weAz
Raising the Inflation Target: Lessons from Japan: https://bit.ly/31f85Yi
Why Did the BOJ Not Achieve the 2 Percent Inflation Target with a Time Horizon of About Two Years?: https://bit.ly/359eS6T

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, falling out of balance, splitting his differential and tipping the f— over. Artwork by David Parkins, the Edmund Blackadder of the lampoon trenches. Podcast intro/outro is "Tiger's Nest" by Ooyy and Smartface at Epidemic Sound.

]]> Mon, 19 Oct 2020 11:52:45 -0400 Jeff Snider Jeff Snider 3960 The BoJ has implemented unorthodox policies for two decades. As scout, it has repeatedly warned the main central banking force not to follow in its path. But it's been ignored. The BoJ has implemented unorthodox policies for two decades. As scout, it has repeatedly warned the main central banking force not to follow in its path. But it's been ignored. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No QE2 Syndrome: Making Economics Errata 30 30 QE2 Syndrome: Making Economics Errata full 9475ea65-6a0e-4caf-9244-499269d1c398 https://share.transistor.fm/s/b57ab066 As your podcaster put the finishing touches on Episode 30 word came down from up-on-high: 'We need to do errata!'

Yes!  Finally!  This podcaster's long-time goal would be a reality: to make economics erotic again.  To tell the world that economists can stimulate.  To inform that offshore bankers do it in the shadows.  To broadcast that technical analysis has the best curves with those plunging chart necklines. The undulating data and heaving economic activity.  Going long Treasuries.  Wanting yield.  Oh yeah, pile that yield on... yeah, high and deep... yeah, yeah...

Alas, when the new intro copy was handed in for proofreading this podcaster's confusion was laid... bare.  Errata?  It's all about copy-editing.  And mistakes.  The ancient Latin word is plural for erratum, "a correction of a published text."  And indeed, in part three of this episode, the article under discussion was originally printed as, "Inflation Targeting: You Can Me Al".  Wha?  It should have been "Inflation Targeting: You Can Call Me Al".

And that's not all. Closely related to errata is corrigenda, a plural Latin word, "for a thing to be corrected, typically an error in a printed book."  Whereas an erratum is, as a general rule, issued for a production error, a corrigendum is a mistake by the author. And, in part three, Jeff Snider and I introduce Al Broaddus, the former Federal Reserve Bank of Richmond president.  And when we segue to a quote about inflation targeting by Fed Governor Edward M. Gramlich, instead of attributing it to Gramlich, we continue to refer to Broaddus!  We hope you forgive the erratum and the corrigendum and how we piled them high and deep in this episode... ooh, yeah.

----------WHY----------
PART 01: $1,200 direct cash payments is not stimulus, it is "relief aid"; these are "alms" given to the poor, needy and those harmed by both the virus and the government-mandated shutdowns of the economy. We review the state of the American labor market, European furlough programs, and conclude very difficult days are still ahead.

PART 02: The SECOND round of stimulus checks is like the second round of quantitative easing. Instead of celebrating it as signaling something positive it should serve as a warning: if the first version was so good why do we need another round? Maybe the people in charge don't know what they're doing and are out of ideas?

PART 03: The Federal Reserve has been fighting the last war: 1970s inflation.

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
What’s Job (cuts) Got To Do With It (everything): https://bit.ly/2SEKCuz
Who’s Negative? The Marginal American Worker: https://bit.ly/2GGYuSS
COT Blue: OMG the 30s!!!!: https://bit.ly/2GKN0h0
Inflation Targeting: You Can [Call] Me Al: https://bit.ly/2GKKqYp
Speech by Governor Edward M. Gramlich: https://bit.ly/3jT34M8

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, prodigious producer of errata and corrigenda. Artwork by David Parkins, the Dorothea Lange of the Silent Depression. Podcast intro/outro is "A Most Violent Man" by Lofive at Epidemic Sound.

]]> As your podcaster put the finishing touches on Episode 30 word came down from up-on-high: 'We need to do errata!'

Yes!  Finally!  This podcaster's long-time goal would be a reality: to make economics erotic again.  To tell the world that economists can stimulate.  To inform that offshore bankers do it in the shadows.  To broadcast that technical analysis has the best curves with those plunging chart necklines. The undulating data and heaving economic activity.  Going long Treasuries.  Wanting yield.  Oh yeah, pile that yield on... yeah, high and deep... yeah, yeah...

Alas, when the new intro copy was handed in for proofreading this podcaster's confusion was laid... bare.  Errata?  It's all about copy-editing.  And mistakes.  The ancient Latin word is plural for erratum, "a correction of a published text."  And indeed, in part three of this episode, the article under discussion was originally printed as, "Inflation Targeting: You Can Me Al".  Wha?  It should have been "Inflation Targeting: You Can Call Me Al".

And that's not all. Closely related to errata is corrigenda, a plural Latin word, "for a thing to be corrected, typically an error in a printed book."  Whereas an erratum is, as a general rule, issued for a production error, a corrigendum is a mistake by the author. And, in part three, Jeff Snider and I introduce Al Broaddus, the former Federal Reserve Bank of Richmond president.  And when we segue to a quote about inflation targeting by Fed Governor Edward M. Gramlich, instead of attributing it to Gramlich, we continue to refer to Broaddus!  We hope you forgive the erratum and the corrigendum and how we piled them high and deep in this episode... ooh, yeah.

----------WHY----------
PART 01: $1,200 direct cash payments is not stimulus, it is "relief aid"; these are "alms" given to the poor, needy and those harmed by both the virus and the government-mandated shutdowns of the economy. We review the state of the American labor market, European furlough programs, and conclude very difficult days are still ahead.

PART 02: The SECOND round of stimulus checks is like the second round of quantitative easing. Instead of celebrating it as signaling something positive it should serve as a warning: if the first version was so good why do we need another round? Maybe the people in charge don't know what they're doing and are out of ideas?

PART 03: The Federal Reserve has been fighting the last war: 1970s inflation.

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
What’s Job (cuts) Got To Do With It (everything): https://bit.ly/2SEKCuz
Who’s Negative? The Marginal American Worker: https://bit.ly/2GGYuSS
COT Blue: OMG the 30s!!!!: https://bit.ly/2GKN0h0
Inflation Targeting: You Can [Call] Me Al: https://bit.ly/2GKKqYp
Speech by Governor Edward M. Gramlich: https://bit.ly/3jT34M8

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, prodigious producer of errata and corrigenda. Artwork by David Parkins, the Dorothea Lange of the Silent Depression. Podcast intro/outro is "A Most Violent Man" by Lofive at Epidemic Sound.

]]> Mon, 12 Oct 2020 12:38:25 -0400 Jeff Snider Jeff Snider 3360 A second round of stimulus is like a second QE: a pile of errata. A second round of stimulus is like a second QE: a pile of errata. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Carrying the Yen Carry Trade into the Light 29 29 Carrying the Yen Carry Trade into the Light full b393e208-fabb-4397-8b08-13b4b5cf8d1c https://share.transistor.fm/s/61ffe795 Advanced-economy money centers make the world go round.  In the early 1800s London and Paris funded globalization cycles.  Berlin and Vienna joined the exclusive club as the century waned; New York at the start of the next.  Today, East Asia's cities are members, including Singapore and Hong Kong.  But the 800-pound sumo wrestler of the Pacific basin is, and has been, Tokyo. 

Some speculate it was there at the beginning of the eurodollar, putting overseas dollars, held by WW2 service members, to work. The subsequent, multi-decade growth miracle established Tokyo's financial prowess.  The 1980s brought disturbance early - the LDC Crisis - and euphoria later - the baburu keiki. When the bubble burst Japan's dollar borrowings from US banks dropped by more than three-quarters by the end of the 1990s.

Then, in 1999, the Bank of Japan implemented the first modern zero interest rate policy.  In 2001, the first quantitative easing.  From it's 1999 low Japan's dollar borrowings from US banks doubled by 2004.  Then doubled again by 2009.  Then doubled again by 2011. 

In part three of this, the 29th episode of Making Sense, Jeff Snider explains Tokyo's role in the rise of a synthetic dollar empire and how disturbances within it, in early-2014 and late-2017, set off the third and fourth eurodollar crises.  But first, thoughts about the rising appeal of socialism and words about the modern-day monetary tension between the ideas of 18th-century Scottish philosopher David Hume and 19th-century American financier Jay Cooke.


----------WHY----------
PART 01: Dick Costollo said, "Me-first capitalists who think you can separate society from business are going to be the first people lined up against the wall and shot in the revolution. I'll happily provide video commentary." Jeff Snider explains the historical context of Marxist agitation against Capitalism.

PART 02: Over the ages legendary philosophers have offered their thoughts on the nature money. This episode focuses on two - David Hume and Jay Locke - whose ideas, though diametrically opposed, are both true. Also, Antonio Gramsci, Milton Friedman, Nicholas Copernicus and Ice Cube weigh in.

PART 03: The Wall Street Journal recently wrote, "The Japanese government bond market is rarely considered interesting. But beneath the placid surface... a thriving world of dollar funding, which offers hints about developments in China’s banking system too." Jeff Snider tells us what it means.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
There Have Long Been Too Many 'Have Nots' In the U.S.: https://bit.ly/3l4GX5F
The context behind Dick Costollo's Tweet: https://on.ft.com/3lddCpL
Who was Antonio Gramsci: https://bit.ly/36vWcAr
Before Hume, Before Carnegie: https://bit.ly/3iqcg99
Ice Cube Tweet: https://bit.ly/2Gd9JCt
Small But Real Progress Carrying The Yen Carry Trade Into the Light: https://bit.ly/3nc0J0J
How the World’s Dullest Market Quietly Created a Synthetic Dollar Empire: https://on.wsj.com/3l9FV8p


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, owner of many red (hardcover) books. Artwork by stylograph sammurai, David Parkins. Podcast intro/outro is "STHLM-Tokyo" by Ooyy and Smartface at Epidemic Sound.

]]> Advanced-economy money centers make the world go round.  In the early 1800s London and Paris funded globalization cycles.  Berlin and Vienna joined the exclusive club as the century waned; New York at the start of the next.  Today, East Asia's cities are members, including Singapore and Hong Kong.  But the 800-pound sumo wrestler of the Pacific basin is, and has been, Tokyo. 

Some speculate it was there at the beginning of the eurodollar, putting overseas dollars, held by WW2 service members, to work. The subsequent, multi-decade growth miracle established Tokyo's financial prowess.  The 1980s brought disturbance early - the LDC Crisis - and euphoria later - the baburu keiki. When the bubble burst Japan's dollar borrowings from US banks dropped by more than three-quarters by the end of the 1990s.

Then, in 1999, the Bank of Japan implemented the first modern zero interest rate policy.  In 2001, the first quantitative easing.  From it's 1999 low Japan's dollar borrowings from US banks doubled by 2004.  Then doubled again by 2009.  Then doubled again by 2011. 

In part three of this, the 29th episode of Making Sense, Jeff Snider explains Tokyo's role in the rise of a synthetic dollar empire and how disturbances within it, in early-2014 and late-2017, set off the third and fourth eurodollar crises.  But first, thoughts about the rising appeal of socialism and words about the modern-day monetary tension between the ideas of 18th-century Scottish philosopher David Hume and 19th-century American financier Jay Cooke.


----------WHY----------
PART 01: Dick Costollo said, "Me-first capitalists who think you can separate society from business are going to be the first people lined up against the wall and shot in the revolution. I'll happily provide video commentary." Jeff Snider explains the historical context of Marxist agitation against Capitalism.

PART 02: Over the ages legendary philosophers have offered their thoughts on the nature money. This episode focuses on two - David Hume and Jay Locke - whose ideas, though diametrically opposed, are both true. Also, Antonio Gramsci, Milton Friedman, Nicholas Copernicus and Ice Cube weigh in.

PART 03: The Wall Street Journal recently wrote, "The Japanese government bond market is rarely considered interesting. But beneath the placid surface... a thriving world of dollar funding, which offers hints about developments in China’s banking system too." Jeff Snider tells us what it means.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Breaker: https://bit.ly/2CpHAFO
Castbox: https://bit.ly/3fJR5xQ
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PocketCast: https://pca.st/encarkdt
SoundCloud: https://bit.ly/3l0yFfK
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
There Have Long Been Too Many 'Have Nots' In the U.S.: https://bit.ly/3l4GX5F
The context behind Dick Costollo's Tweet: https://on.ft.com/3lddCpL
Who was Antonio Gramsci: https://bit.ly/36vWcAr
Before Hume, Before Carnegie: https://bit.ly/3iqcg99
Ice Cube Tweet: https://bit.ly/2Gd9JCt
Small But Real Progress Carrying The Yen Carry Trade Into the Light: https://bit.ly/3nc0J0J
How the World’s Dullest Market Quietly Created a Synthetic Dollar Empire: https://on.wsj.com/3l9FV8p


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, owner of many red (hardcover) books. Artwork by stylograph sammurai, David Parkins. Podcast intro/outro is "STHLM-Tokyo" by Ooyy and Smartface at Epidemic Sound.

]]> Sun, 04 Oct 2020 19:00:53 -0400 Jeff Snider Jeff Snider 3360 The World’s Dullest Market Quietly Created a Synthetic Dollar Empire The World’s Dullest Market Quietly Created a Synthetic Dollar Empire Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Interview: Brent Johnson 28 28 Interview: Brent Johnson full f1cf305b-8595-4bce-9195-0d404436f19a https://share.transistor.fm/s/d32256bf In 1969 Johnny Carson was hosting The Tonight Show and, in one particular episode, Bob Hope headlined.  After Carson finished interviewing Hope he called out his next guest, George Gobel.  To everyone's surprise the person that walked out on stage was most certainly not Gobel.  It was none other than the Italian Crooner himself, Dean Martin.  Now, as was Martin's style in those days, he was already two cognacs into the next day's hangover, which made for a rocking good show.  Eventually Gobel did make it out on to the set.  When he finally did, he complained to Carson, 'Having to come on last!  Having to share the stage with legends!'

He turned to the cameras and asked, "Do you ever get the feeling... do you ever get the feeling that the whole world was a tuxedo, and you were a pair of brown shoes?"  In this, the 28th episode of Making Sense, Jeff Snider and Brent Johnson talk fin de siècle political-economy while Emil Kalinowski holds up a pair of egregious brown brogues.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
OK, Bank Reserves; Let’s Do This One More Time: https://bit.ly/3hXhJ7m
Taking You, The Fed’s Bank Reserves, And Banks’ Checkable Deposits For A Quick Stroll In The Monetary Zoo: https://bit.ly/3i4du9P
A Good Time For Some Q & A: Bank Reserves, Treasury Auctions, MMT, and the Monetary Resolve: https://bit.ly/3mLPrjE
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments as Bob Hope.  Brent Johnson, Chief Executive Officer of Santiago Capital as Dean Martin.  And Emil Kalinowski, as George Gobel.  Artwork by the Johnny Carson of caricature, David Parkins. Podcast intro/outro is "We Just Gotta (Get Together)" by Wanda Shakes at Epidemic Sound.

]]> In 1969 Johnny Carson was hosting The Tonight Show and, in one particular episode, Bob Hope headlined.  After Carson finished interviewing Hope he called out his next guest, George Gobel.  To everyone's surprise the person that walked out on stage was most certainly not Gobel.  It was none other than the Italian Crooner himself, Dean Martin.  Now, as was Martin's style in those days, he was already two cognacs into the next day's hangover, which made for a rocking good show.  Eventually Gobel did make it out on to the set.  When he finally did, he complained to Carson, 'Having to come on last!  Having to share the stage with legends!'

He turned to the cameras and asked, "Do you ever get the feeling... do you ever get the feeling that the whole world was a tuxedo, and you were a pair of brown shoes?"  In this, the 28th episode of Making Sense, Jeff Snider and Brent Johnson talk fin de siècle political-economy while Emil Kalinowski holds up a pair of egregious brown brogues.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
OK, Bank Reserves; Let’s Do This One More Time: https://bit.ly/3hXhJ7m
Taking You, The Fed’s Bank Reserves, And Banks’ Checkable Deposits For A Quick Stroll In The Monetary Zoo: https://bit.ly/3i4du9P
A Good Time For Some Q & A: Bank Reserves, Treasury Auctions, MMT, and the Monetary Resolve: https://bit.ly/3mLPrjE
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments as Bob Hope.  Brent Johnson, Chief Executive Officer of Santiago Capital as Dean Martin.  And Emil Kalinowski, as George Gobel.  Artwork by the Johnny Carson of caricature, David Parkins. Podcast intro/outro is "We Just Gotta (Get Together)" by Wanda Shakes at Epidemic Sound.

]]> Sun, 27 Sep 2020 08:30:33 -0400 Jeff Snider Jeff Snider 2760 Jeff Snider and Brent Johnson talk fin de siècle political-economy. Jeff Snider and Brent Johnson talk fin de siècle political-economy. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Duck and Cover 27 27 Duck and Cover full 37b46fac-bb79-4f37-95f3-95f7cab0a4f2 https://share.transistor.fm/s/d3b5853a US President Harry Truman prosecuted the war to its conclusion, finishing his predecessor's near-impossible task. Then, with bitter irony, History reversed his role as "anchor" for the Second World War into "lead" for the third. As the trilogy approached its near-miraculous end decades later, one could hear an echo of a Truman slogan - “Education is our first line of defense” - in the 1980s cartoon GI*Joe that averred, “Knowing is half the battle.”  Both aphorisms are twigs coming off the "Knowledge is Power" branch. And the trunk itself? A tree of the knowledge of good and evil with roots stretching to the genesis.

More recently our physicists have been informing us of hard limits to our knowledge - uncertainty principles, incompleteness theorems - butressing Socrates' statement that, "The only true wisdom consists in knowing that you know nothing." Still, bounded knowledge is a poor excuse for apathy, and in 1951 Truman signed into existence an agency whose purpose was to prepare American citizens for nuclear war. "Knowledge is not only key to power. It is the citadel of human freedom," he said.

In this 27th episode of Making Sense, Jeff Snider reveals that Truman's agency's most iconic result was that of a cartoon turtle named Bert. It may sound startlingly silly to the 21st-century ear, but educating citizens to turtle up, to duck and cover at the first instance of a flash made sense at that particular time. At least, up to the point when weapons, and thus circumstances, evolved. Similarly, the Federal Reserve's monetary policies made sense, up to the point when money, and thus circumstances evolved, which, coincidentally enough, began in Truman's time.


----------WHY----------
PART ONE: What can 1950s preparations for nuclear war tell us about monetary policy in 2020?  Well, that some preparations - such as "Duck and Cover" - made sense, up to the point when circumstances evolved. Similarly, the Fed's bank reserves made sense, up to a point.... long since passed.

PART TWO: Beijing has reported dead quiet in its foreign exchange reserves. In the middle of THE most abrupt and widespread economic halt? It literally does not add up - unless bold assumptions are made. We look to what happened in Brasilia in 2013-16 and Beijing 2014-16 for answers.

PART THREE: What do the latest figures tell us about the world's most important consumer? Jeff Snider reviews retail sales, industrial production and asks what is it that is missing from our post 2007-08 economy that precludes robust recovery.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
If Jerome Powell Has a Middle Name, It Might Well Be Bert: https://bit.ly/3c9UA0d
Duck And Cover (1951) Bert The Turtle: https://youtu.be/IKqXu-5jw60
The Contingent Hole In China’s Brazil Dollar Strategy: https://bit.ly/35PJGve
The Mysterious $100 Billion Gap In China's Payments Data: https://bit.ly/2FIAVZo
Another Key Economic Stumble In August Pointing Back At July: https://bit.ly/3cgPVJL
No Hole Puzzle, From Autos An August Stumble: https://bit.ly/3mCWknl


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, who turtle waxes. Artwork lined with graphite by David Parkins. Podcast intro/outro is "Steps" by Cushy at Epidemic Sound.

]]> US President Harry Truman prosecuted the war to its conclusion, finishing his predecessor's near-impossible task. Then, with bitter irony, History reversed his role as "anchor" for the Second World War into "lead" for the third. As the trilogy approached its near-miraculous end decades later, one could hear an echo of a Truman slogan - “Education is our first line of defense” - in the 1980s cartoon GI*Joe that averred, “Knowing is half the battle.”  Both aphorisms are twigs coming off the "Knowledge is Power" branch. And the trunk itself? A tree of the knowledge of good and evil with roots stretching to the genesis.

More recently our physicists have been informing us of hard limits to our knowledge - uncertainty principles, incompleteness theorems - butressing Socrates' statement that, "The only true wisdom consists in knowing that you know nothing." Still, bounded knowledge is a poor excuse for apathy, and in 1951 Truman signed into existence an agency whose purpose was to prepare American citizens for nuclear war. "Knowledge is not only key to power. It is the citadel of human freedom," he said.

In this 27th episode of Making Sense, Jeff Snider reveals that Truman's agency's most iconic result was that of a cartoon turtle named Bert. It may sound startlingly silly to the 21st-century ear, but educating citizens to turtle up, to duck and cover at the first instance of a flash made sense at that particular time. At least, up to the point when weapons, and thus circumstances, evolved. Similarly, the Federal Reserve's monetary policies made sense, up to the point when money, and thus circumstances evolved, which, coincidentally enough, began in Truman's time.


----------WHY----------
PART ONE: What can 1950s preparations for nuclear war tell us about monetary policy in 2020?  Well, that some preparations - such as "Duck and Cover" - made sense, up to the point when circumstances evolved. Similarly, the Fed's bank reserves made sense, up to a point.... long since passed.

PART TWO: Beijing has reported dead quiet in its foreign exchange reserves. In the middle of THE most abrupt and widespread economic halt? It literally does not add up - unless bold assumptions are made. We look to what happened in Brasilia in 2013-16 and Beijing 2014-16 for answers.

PART THREE: What do the latest figures tell us about the world's most important consumer? Jeff Snider reviews retail sales, industrial production and asks what is it that is missing from our post 2007-08 economy that precludes robust recovery.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
If Jerome Powell Has a Middle Name, It Might Well Be Bert: https://bit.ly/3c9UA0d
Duck And Cover (1951) Bert The Turtle: https://youtu.be/IKqXu-5jw60
The Contingent Hole In China’s Brazil Dollar Strategy: https://bit.ly/35PJGve
The Mysterious $100 Billion Gap In China's Payments Data: https://bit.ly/2FIAVZo
Another Key Economic Stumble In August Pointing Back At July: https://bit.ly/3cgPVJL
No Hole Puzzle, From Autos An August Stumble: https://bit.ly/3mCWknl


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, who turtle waxes. Artwork lined with graphite by David Parkins. Podcast intro/outro is "Steps" by Cushy at Epidemic Sound.

]]> Sun, 20 Sep 2020 12:28:22 -0400 Jeff Snider Jeff Snider 3420 What can 1950s preparations for nuclear war tell us about monetary policy in 2020? What can 1950s preparations for nuclear war tell us about monetary policy in 2020? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Decade of Disorder? It's "Transitory"! 26 26 Decade of Disorder? It's "Transitory"! full cebb0323-9d6d-4178-872d-b27e9a563f7e https://share.transistor.fm/s/aadd1d59 How much is several?  What is a few?  If you were to put a numerical value on "probably" would it be more, or less, than "likely"?  To your podcaster's great consternation the linguistic gatekeepers of Middle English appear to have been rather disinterested about it all. And so, people are constantly late... or early!  'I thought we were to meet in a few hours?'  'No! It was several.'  'Oh, right.'  Women seem to revel in these nuances, arriving for a date with this podcaster when it pleases them and then claiming etymological immunity.

Which brings us to the word transitory. Admittedly there is SOME lexicographic nuance: momentary, transient, impermanent, temporal.  However, the Federal Reserve - like the proverbial camel - stuck its thesaurus-nose into that nuance and CHARGED into the economic-tent of the past decade.  Why did the 2009-10 Green Shoots recovery fail?  Transitory European Sovereign Debt Crisis, gummed Bernanke.  Why did the economy swoon in the first quarter of 2014?  Transitory Polar Vortex, chomped Yellen.  Why did inflation not accelerate despite 'full-employment'?  Transitory cellular data-plan price war, gnawed the FOMC.  Why was Globally Synchronized Growth tripped up?  Transitory political trade wars, chawed Powell.

So here we are, 10 transitory-filled years later.  Now, unless there are glaciers listening to this podcast - and it needs all the ratings assistance it can get - it's likely the audience is in unanimous agreement that the definition of "transitory" has been tortured to death. Indeed, the Federal Reserve agrees! And Transitory has been retired. Or cremated. Still, instinct informs your podcaster that much like our zombie economy, the excuse is undead and Transitory will walk again!


----------WHY----------
PART 01: A great improvement in the US unemployment rate (JUL: 10.2%, AUG: 8.4%) suggests the Reopening Boom hints at economic recovery. UNFORTUNATELY, we have heard this story before -- indeed, for over a decade. Other employment data imply the unemployment rate is unreal. AGAIN.

PART 02: Capital market seasonality is popularly assumed to be a phenomenon of the past; a quirk of an agricultural, bygone era. Not true! They still exist. And the calendar's biggest capital market bottleneck is dead ahead: September.

PART 03: Why didn't the economy recover by 2011-12? Transitory issues in Europe. Why didn't the economy boom? Transitory weather. Why didn't good inflation materialize? Transitory price wars. Sadly what's not transitory is the seriousness with which central banks are taken.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
Unfortunately Like Old Times: Back To Being The Star of the Payroll Show: https://bit.ly/3hglpAI
Even More Suggesting Something Did Happen In July: https://bit.ly/2Fu7uJU
COT Black: Closing In On Mid-September, What About Oil?: https://bit.ly/3mhs9BR
Bottleneck In Japanese: https://bit.ly/3hof06B
New York Clearing House Banks Monthly Movements of Cash to and from Interior (1905-1908): https://bit.ly/3hsLYCK
A Deflationary Mindset That Isn't In Our Minds: https://bit.ly/2FyXJdO


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, who has no idea if it is safe. Artwork by "Marathon Man" David Parkins. Podcast intro/outro is "Moonline" by Cushy at Epidemic Sound.

]]> How much is several?  What is a few?  If you were to put a numerical value on "probably" would it be more, or less, than "likely"?  To your podcaster's great consternation the linguistic gatekeepers of Middle English appear to have been rather disinterested about it all. And so, people are constantly late... or early!  'I thought we were to meet in a few hours?'  'No! It was several.'  'Oh, right.'  Women seem to revel in these nuances, arriving for a date with this podcaster when it pleases them and then claiming etymological immunity.

Which brings us to the word transitory. Admittedly there is SOME lexicographic nuance: momentary, transient, impermanent, temporal.  However, the Federal Reserve - like the proverbial camel - stuck its thesaurus-nose into that nuance and CHARGED into the economic-tent of the past decade.  Why did the 2009-10 Green Shoots recovery fail?  Transitory European Sovereign Debt Crisis, gummed Bernanke.  Why did the economy swoon in the first quarter of 2014?  Transitory Polar Vortex, chomped Yellen.  Why did inflation not accelerate despite 'full-employment'?  Transitory cellular data-plan price war, gnawed the FOMC.  Why was Globally Synchronized Growth tripped up?  Transitory political trade wars, chawed Powell.

So here we are, 10 transitory-filled years later.  Now, unless there are glaciers listening to this podcast - and it needs all the ratings assistance it can get - it's likely the audience is in unanimous agreement that the definition of "transitory" has been tortured to death. Indeed, the Federal Reserve agrees! And Transitory has been retired. Or cremated. Still, instinct informs your podcaster that much like our zombie economy, the excuse is undead and Transitory will walk again!


----------WHY----------
PART 01: A great improvement in the US unemployment rate (JUL: 10.2%, AUG: 8.4%) suggests the Reopening Boom hints at economic recovery. UNFORTUNATELY, we have heard this story before -- indeed, for over a decade. Other employment data imply the unemployment rate is unreal. AGAIN.

PART 02: Capital market seasonality is popularly assumed to be a phenomenon of the past; a quirk of an agricultural, bygone era. Not true! They still exist. And the calendar's biggest capital market bottleneck is dead ahead: September.

PART 03: Why didn't the economy recover by 2011-12? Transitory issues in Europe. Why didn't the economy boom? Transitory weather. Why didn't good inflation materialize? Transitory price wars. Sadly what's not transitory is the seriousness with which central banks are taken.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
Unfortunately Like Old Times: Back To Being The Star of the Payroll Show: https://bit.ly/3hglpAI
Even More Suggesting Something Did Happen In July: https://bit.ly/2Fu7uJU
COT Black: Closing In On Mid-September, What About Oil?: https://bit.ly/3mhs9BR
Bottleneck In Japanese: https://bit.ly/3hof06B
New York Clearing House Banks Monthly Movements of Cash to and from Interior (1905-1908): https://bit.ly/3hsLYCK
A Deflationary Mindset That Isn't In Our Minds: https://bit.ly/2FyXJdO


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, who has no idea if it is safe. Artwork by "Marathon Man" David Parkins. Podcast intro/outro is "Moonline" by Cushy at Epidemic Sound.

]]> Mon, 14 Sep 2020 13:00:00 -0400 Jeff Snider Jeff Snider 3120 Unless you are a glacier the last ten years of economic disorder are anything but "transitory". Unless you are a glacier the last ten years of economic disorder are anything but "transitory". Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Give Us More Time! 25 25 Give Us More Time! full 6b1c476a-372a-4210-bdc2-f9d4cb7b68ad https://share.transistor.fm/s/ca882c21 Last week, current and former Federal Reserve officials offered a mea culpa, saying the timing of the 2015-18 rate hikes may have curbed a potentially quicker recovery from 2008. Apparently, seven to ten years is not enough time.

Well then, if time is the problem your podcaster will take a page out of Hugh Hendry's book. Recently the early-21st century Scottish philosopher suggested the Fed would be taken seriously at its attempt of irresponsibility if it was headed by the funny, mixed martial artist, media-sensation Joe Rogan. Why not then filmmaker Christopher Nolan? He offers Rogan-style pyrotechnics, plus he knows his way around time. In Memento he reversed it, telling the story from back to front. With Inception he slowed it down - allowing multiple realities to exist simultaneously. Interstellar showed him capable of harnessing no less than the gravity well of the black hole Gargantua to 'steal' decades of time. And in his latest opus - TENƎT - Nolan folds all of these ideas into the same movie. Not just the same movie, but the same frames! Entire sequences are shown with characters and objects sharing the same space but not the same eddies of entropy.

Hopefully the point survives the exaggeration. A true, fundamental overhaul is long overdue and recently the Federal Reserve did perform just such a review at the end of which it announced a new, grand strategy.  In this, the 25th episode of Making Sense, while we wait for Rogan, Nolan or Deus-forbid anyone with authority, Snider offers his review of the new, grand strategy.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
Murphy's Law Is Fed's Law, and Everything Is Wrong: https://bit.ly/3lTWbLM
Peak Inflation? No, Peak Stupidity: https://bit.ly/357HFKr
Read Richard Clarida's Speech: https://bit.ly/3lPo2wO
Watch Richard Clarida's Speech: https://bit.ly/2QXB793
Fat Chance, Flat Phillips: https://bit.ly/3hV2RXP


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, exempt from Murphy's Law. Artwork by David "the right stuff" Parkins. Podcast intro/outro is "Sleeves" by Cushy at Epidemic Sound.

]]> Last week, current and former Federal Reserve officials offered a mea culpa, saying the timing of the 2015-18 rate hikes may have curbed a potentially quicker recovery from 2008. Apparently, seven to ten years is not enough time.

Well then, if time is the problem your podcaster will take a page out of Hugh Hendry's book. Recently the early-21st century Scottish philosopher suggested the Fed would be taken seriously at its attempt of irresponsibility if it was headed by the funny, mixed martial artist, media-sensation Joe Rogan. Why not then filmmaker Christopher Nolan? He offers Rogan-style pyrotechnics, plus he knows his way around time. In Memento he reversed it, telling the story from back to front. With Inception he slowed it down - allowing multiple realities to exist simultaneously. Interstellar showed him capable of harnessing no less than the gravity well of the black hole Gargantua to 'steal' decades of time. And in his latest opus - TENƎT - Nolan folds all of these ideas into the same movie. Not just the same movie, but the same frames! Entire sequences are shown with characters and objects sharing the same space but not the same eddies of entropy.

Hopefully the point survives the exaggeration. A true, fundamental overhaul is long overdue and recently the Federal Reserve did perform just such a review at the end of which it announced a new, grand strategy.  In this, the 25th episode of Making Sense, while we wait for Rogan, Nolan or Deus-forbid anyone with authority, Snider offers his review of the new, grand strategy.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
Murphy's Law Is Fed's Law, and Everything Is Wrong: https://bit.ly/3lTWbLM
Peak Inflation? No, Peak Stupidity: https://bit.ly/357HFKr
Read Richard Clarida's Speech: https://bit.ly/3lPo2wO
Watch Richard Clarida's Speech: https://bit.ly/2QXB793
Fat Chance, Flat Phillips: https://bit.ly/3hV2RXP


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, exempt from Murphy's Law. Artwork by David "the right stuff" Parkins. Podcast intro/outro is "Sleeves" by Cushy at Epidemic Sound.

]]> Sun, 06 Sep 2020 18:39:41 -0400 Jeff Snider Jeff Snider 3120 Last week, current and former Federal Reserve officials offered a mea culpa, saying the timing of the 2015-18 rate hikes may have curbed a potentially quicker recovery from 2008. Apparently, seven to ten years is not enough time. Last week, current and former Federal Reserve officials offered a mea culpa, saying the timing of the 2015-18 rate hikes may have curbed a potentially quicker recovery from 2008. Apparently, seven to ten years is not enough time. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Discovery of Oz 24 24 The Discovery of Oz full a3587749-055b-44d4-87f6-1a6a510717ad https://share.transistor.fm/s/debf4ee9 "I am Oz, the Great and Terrible. Why do you seek me?"  They looked again in every part of the room, and then, seeing no one, Dorothy asked, "Where are you?"
"I am everywhere but to the eyes of common mortals I am invisible. I will now seat myself upon my throne, that you may converse with me."
"We have come to claim our promise, O Oz."
"What promise?" asked Oz.
"You promised to send me back to Kansas when the Wicked Witch was destroyed.
"And you promised to give me brains," said the Scarecrow.
"And you promised to give me a heart," said the Tin Woodman.
"And y'all promised to give me courage," said the Southern Lion.
"Dear me, how sudden! Well, come to me tomorrow, for I must have time to think it over."
"You've had plenty of time already!"
"We shan't wait a day longer!"
"You must keep your promises to us!"
The Lion thought it might be as well to frighten the Wizard, so he gave a large, loud roar, which was so fierce and dreadful that Toto jumped away from him in alarm and tipped over the screen that stood in a corner. As it fell with a crash they looked that way, and the next moment all of them were filled with wonder. For they saw, standing in just the spot the screen had hidden, a little old man, with a bald head and a wrinkled face, who seemed to be as much surprised as they were. Our friends looked at him in surprise and dismay.
"I thought Oz was a great Head," said Dorothy.
"And I thought Oz was a lovely Lady," said the Scarecrow.
"And I thought Oz was a courageous Bernanke," said the Tin Woodman.
"And I thought Oz was the Greenspan Put," exclaimed the Lion.
"No, you are all wrong," said the little man meekly. "I have been making believe."
"Making believe!" cried Dorothy. "Are you not a Great Wizard?"
"Hush, my dear, don't speak so loud, or you will be overheard--and I should be ruined. I'm supposed to be a Great Wizard."
"And aren't you?"
"Not a bit of it, my dear; I'm just a common man. My dear friends, I pray you not to speak of these little things. Think of me, and the terrible trouble I'm in at being found out. No one knows it but you four--and myself. I have fooled everyone so long that I thought I should never be found out."
"But, I don't understand," said Dorothy, in bewilderment. "How was it that you appeared to me as a great Head?"
"That was one of my tricks. Step this way, please, and I will tell you all about it."


----------WHY----------
PART ONE: The Federal Reserve announced a grand, new strategy intended to convince YOU they are credibly irresponsible - real monetary maniacs. 'We will do it, man! We swear to Monetary Deus we'll let inflation run pure! We're not joking! Real hot. We can do it you know... Boogah boogah boogah!'

PART TWO: The Federal Reserve announced a grand, new strategy form which the idea of 'full employment' is stricken. It is an implicit admission that the much celebrated, often trumpeted and frenzied waving of the "Best Unemployment Rate Ever!" flag was a mistake. It wasn't real. It wasn't true.

PART THREE: America's government is spending wildly - and promises more. It does so via US Treasury bond sales. But who is buying? Are foreigners boycotting auctions? Are US banks already full? Is the Federal Reserve the last line of defense?


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
This Has To Be A Joke, Because If It’s Not…: https://bit.ly/3jB3jLt
The World's On Fire Because the Growth Never Was: https://bit.ly/34GxOv9
Not This Again: Too Many Treasuries?: https://bit.ly/3b4XZwF
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, not holding up the Treasury market single-handedly. Artwork by David Parkins, Eurodollar University's W. W. Denslow. Podcast intro/outro is "So Many Secrets" by Gavin Luke at Epidemic Sound.

]]> "I am Oz, the Great and Terrible. Why do you seek me?"  They looked again in every part of the room, and then, seeing no one, Dorothy asked, "Where are you?"
"I am everywhere but to the eyes of common mortals I am invisible. I will now seat myself upon my throne, that you may converse with me."
"We have come to claim our promise, O Oz."
"What promise?" asked Oz.
"You promised to send me back to Kansas when the Wicked Witch was destroyed.
"And you promised to give me brains," said the Scarecrow.
"And you promised to give me a heart," said the Tin Woodman.
"And y'all promised to give me courage," said the Southern Lion.
"Dear me, how sudden! Well, come to me tomorrow, for I must have time to think it over."
"You've had plenty of time already!"
"We shan't wait a day longer!"
"You must keep your promises to us!"
The Lion thought it might be as well to frighten the Wizard, so he gave a large, loud roar, which was so fierce and dreadful that Toto jumped away from him in alarm and tipped over the screen that stood in a corner. As it fell with a crash they looked that way, and the next moment all of them were filled with wonder. For they saw, standing in just the spot the screen had hidden, a little old man, with a bald head and a wrinkled face, who seemed to be as much surprised as they were. Our friends looked at him in surprise and dismay.
"I thought Oz was a great Head," said Dorothy.
"And I thought Oz was a lovely Lady," said the Scarecrow.
"And I thought Oz was a courageous Bernanke," said the Tin Woodman.
"And I thought Oz was the Greenspan Put," exclaimed the Lion.
"No, you are all wrong," said the little man meekly. "I have been making believe."
"Making believe!" cried Dorothy. "Are you not a Great Wizard?"
"Hush, my dear, don't speak so loud, or you will be overheard--and I should be ruined. I'm supposed to be a Great Wizard."
"And aren't you?"
"Not a bit of it, my dear; I'm just a common man. My dear friends, I pray you not to speak of these little things. Think of me, and the terrible trouble I'm in at being found out. No one knows it but you four--and myself. I have fooled everyone so long that I thought I should never be found out."
"But, I don't understand," said Dorothy, in bewilderment. "How was it that you appeared to me as a great Head?"
"That was one of my tricks. Step this way, please, and I will tell you all about it."


----------WHY----------
PART ONE: The Federal Reserve announced a grand, new strategy intended to convince YOU they are credibly irresponsible - real monetary maniacs. 'We will do it, man! We swear to Monetary Deus we'll let inflation run pure! We're not joking! Real hot. We can do it you know... Boogah boogah boogah!'

PART TWO: The Federal Reserve announced a grand, new strategy form which the idea of 'full employment' is stricken. It is an implicit admission that the much celebrated, often trumpeted and frenzied waving of the "Best Unemployment Rate Ever!" flag was a mistake. It wasn't real. It wasn't true.

PART THREE: America's government is spending wildly - and promises more. It does so via US Treasury bond sales. But who is buying? Are foreigners boycotting auctions? Are US banks already full? Is the Federal Reserve the last line of defense?


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/2QpaDgh
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
This Has To Be A Joke, Because If It’s Not…: https://bit.ly/3jB3jLt
The World's On Fire Because the Growth Never Was: https://bit.ly/34GxOv9
Not This Again: Too Many Treasuries?: https://bit.ly/3b4XZwF
Alhambra Investments Blog: https://bit.ly/2VIC2wW
RealClear Markets Essays: https://bit.ly/38tL5a7


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, not holding up the Treasury market single-handedly. Artwork by David Parkins, Eurodollar University's W. W. Denslow. Podcast intro/outro is "So Many Secrets" by Gavin Luke at Epidemic Sound.

]]> Mon, 31 Aug 2020 11:56:32 -0400 Jeff Snider Jeff Snider 3000 In Jackson Hole, Wyoming - not far from the Emerald City... In Jackson Hole, Wyoming - not far from the Emerald City... Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Dollar's Premature Obituary 23 23 The Dollar's Premature Obituary full b8c3e7a7-d092-4562-8c18-47ece37f0d6d https://share.transistor.fm/s/9a7cf60e Magrathea.  It is one of legendary, advanced-economy planets of the human imagination sitting along side Asimov's Trantor of the Foundation Series, and Cybertron, home of the Autobots and Decepticons.  Sure, there are other fabled worlds like Cameron's Pandora, Besson's Fhloston Paradise Herbert's Arrakis, but these are - let's be honest - emerging economies.  What made Magrathea a galactic leader in economic complexity is that it WAS a planet-building planet. 

As we learn in Douglas Adams' Hitchhiker's Guide to the Galaxy, Magrathea has been missing for five million years.  By the time we join the story it is considered long dead.  The only being who believed it still existed was the two-headed Galactic President / confidence man.  And, after some LIGHT-piracy, MILD-conscription and heavy-improbability, our party of protagonists discover the planet all but deserted.

Actually, not deserted.  Asleep.  You see Magrathea's product was a "luxury commodity" - none of this off-brand, pseudo-planet stuff like Pluto.  Well, "five million years ago the Galactic economy collapsed... the recession came and [they] decided it would save a lot of bother if [they] just slept through it.  So [they] programmed the computers to revive [them] when it was all over... The computers were index-linked to the Galactic stock-market prices... so that [they'd] be revived when everybody else had rebuilt the economy enough to afford [their] rather expensive services."

Now dear listener, you anticipate this set up is likely in reference to our own 5-million year recession - now in its 13th year.  Or perhaps a nod to our own computer modeling gone berserk.  No ladies, gentlemen and galactic visitors, this 23rd episode of Making Sense is about the premature obituary.  Magrathea wasn't dead, merely dozing.  Our own Earthly list of rash declarations are just as entertaining. 

British musician Dave Swarbrick, after visiting a local township, was declared dead by the Daily Telegraph to which he quipped: "It's not the first time I have died in Coventry."  American author Mark Twain had to explain on TWO occasions: "The report of my death was an exaggeration."  And who can forget King Arthur's quest for the Holy Grail in plague infested England when the Cart Master asked the village to, "Bring out your dead!" only to be presented a very alive, singing, dancing grandpa that had merely worn out his welcome at home?  Well, we can add the US Dollar to that list.  As Jeff Snider says, "the dollar’s not going anywhere. Except, of course, further up."


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/3enSAkr
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
Part 1 of June TIC: The Dollar What: https://bit.ly/31kjXbU
The Case of the Missing Money by Stephen M. Goldfeld: https://brook.gs/3gcX2Du
Treasury International Capital: https://bit.ly/34lykyp
Part 2 of June TIC: The Dollar Why: https://bit.ly/3iZTDJW
It’s Not As Obvious, But Stocks Are Tipped More Toward ‘Deflation’, Too: https://bit.ly/2QeZCOF


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, aspiring Zaphod Beeblebrox. Artwork by David Parkins, a Flying Circus surrealist. Podcast intro/outro is "By the Harbor" by Mhern at Epidemic Sound.

]]> Magrathea.  It is one of legendary, advanced-economy planets of the human imagination sitting along side Asimov's Trantor of the Foundation Series, and Cybertron, home of the Autobots and Decepticons.  Sure, there are other fabled worlds like Cameron's Pandora, Besson's Fhloston Paradise Herbert's Arrakis, but these are - let's be honest - emerging economies.  What made Magrathea a galactic leader in economic complexity is that it WAS a planet-building planet. 

As we learn in Douglas Adams' Hitchhiker's Guide to the Galaxy, Magrathea has been missing for five million years.  By the time we join the story it is considered long dead.  The only being who believed it still existed was the two-headed Galactic President / confidence man.  And, after some LIGHT-piracy, MILD-conscription and heavy-improbability, our party of protagonists discover the planet all but deserted.

Actually, not deserted.  Asleep.  You see Magrathea's product was a "luxury commodity" - none of this off-brand, pseudo-planet stuff like Pluto.  Well, "five million years ago the Galactic economy collapsed... the recession came and [they] decided it would save a lot of bother if [they] just slept through it.  So [they] programmed the computers to revive [them] when it was all over... The computers were index-linked to the Galactic stock-market prices... so that [they'd] be revived when everybody else had rebuilt the economy enough to afford [their] rather expensive services."

Now dear listener, you anticipate this set up is likely in reference to our own 5-million year recession - now in its 13th year.  Or perhaps a nod to our own computer modeling gone berserk.  No ladies, gentlemen and galactic visitors, this 23rd episode of Making Sense is about the premature obituary.  Magrathea wasn't dead, merely dozing.  Our own Earthly list of rash declarations are just as entertaining. 

British musician Dave Swarbrick, after visiting a local township, was declared dead by the Daily Telegraph to which he quipped: "It's not the first time I have died in Coventry."  American author Mark Twain had to explain on TWO occasions: "The report of my death was an exaggeration."  And who can forget King Arthur's quest for the Holy Grail in plague infested England when the Cart Master asked the village to, "Bring out your dead!" only to be presented a very alive, singing, dancing grandpa that had merely worn out his welcome at home?  Well, we can add the US Dollar to that list.  As Jeff Snider says, "the dollar’s not going anywhere. Except, of course, further up."


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/3enSAkr
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
Part 1 of June TIC: The Dollar What: https://bit.ly/31kjXbU
The Case of the Missing Money by Stephen M. Goldfeld: https://brook.gs/3gcX2Du
Treasury International Capital: https://bit.ly/34lykyp
Part 2 of June TIC: The Dollar Why: https://bit.ly/3iZTDJW
It’s Not As Obvious, But Stocks Are Tipped More Toward ‘Deflation’, Too: https://bit.ly/2QeZCOF


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, aspiring Zaphod Beeblebrox. Artwork by David Parkins, a Flying Circus surrealist. Podcast intro/outro is "By the Harbor" by Mhern at Epidemic Sound.

]]> Sun, 23 Aug 2020 15:02:59 -0400 Jeff Snider Jeff Snider 3780 USD: "The report of my death was an exaggeration." USD: "The report of my death was an exaggeration." Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What are they thinking? 22 22 What are they thinking? full 9656948b-cbe4-4569-a6db-f9a2ca3c7c6b https://share.transistor.fm/s/52c072df The final setting of Margaret Atwood's The Handmaid's Tale occurs well into the future, at a symposium of historians examining the Handmaid era.  Your podcaster expects a similar, future gathering of sober scholars evaluating the Time of CoVid.  They'll likely conclude it was an economic and political bankruptcy - a mathematical and moral fiasco.  Still, it wasn't all bad, and this podcaster imagines that sitting at the back of the room a lowly assistant will indecorously interrupt proceedings with, "At least the Funny Flu allowed Cannonball Run that stood for ages!"

Before security could be called to escort this violator of stodgy proceedings out the banquet room - the iconoclast would blithely explain, that the Cannonball is an unofficial, entirely illegal 2,800 mile (4,500 kilometer, but who knows with inflation these days) car race from New York City's Red Ball Garage to the Portofino Hotel in Los Angeles.  That the pre-'Rona record was 27 hours, 25 minutes.  That with Captain Trips clearing the roads of grandmas, convoys, smokey, panda and the fuzz the new record was set at an eyelid-peeling 25 hours, 55 minutes.  And that two general documentaries were already released on the subject, including Cannonball Run II - which is in your podcaster's sincere, very unprofessional opinion the best documentary ensemble cast ever, including stars: Burt Reynolds, Dom DeLuise, Dean Martin, Sammy Davis Jr., Shirley MacLaine, Frank Sinatra, Marilu Henner, Aristotelis Savalas, Catherine Bach, Susan Anton and Jackie Chan, among others.

And it is the idea of the "ensemble cast" that makes this 22nd episode of Making Sense a special one.  We try to answer three questions: which paradigm do central banks inhabit, was Aristotle an idiot, are low rates stimulative?  In trying to answer them we turn to Jeff Snider.  But also, Aristotle himself, and Ben Bernanke, Benoit Mandelbrot, the Bride, Christopher Nolan, the Cohen Brothers, Cormac McCarthy, Eugene Fama, Henri Poincaré, Hugh Hendry, Janet Yellen, Jay Powell, Jeb Hensarling, Joe Rogan, the Joker, Keith McCullough, Louis Bachelier, Milton Friedman, Paul Samuelson, Plato, Robert Brown, Ronald Coase, Socrates, Steve Keen, Thomas S. Kuhn, Two-Face and William F. Buckley Jr.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/3enSAkr
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
Was Aristotle An Idiot? Welcome Back August 9, The Answer To That Question The Key To The Next Golden Age: https://bit.ly/30UMILS
Thomas S. Kuhn's The Structure of Scientific Revolutions: https://bit.ly/3gZiFZ0
Eugene Fama’s Efficient View of Stimulus Porn: https://bit.ly/2Y0kk9t
Fama 2: No Inflation For Old Central Banks: https://bit.ly/3gYVuhA
Eugene Fama Interview (Inflation is Totally Out of the Control of Central Banks): https://bit.ly/2Y1Y7aY
Low Rates Aren't a Central Bank Providing Accommodation: https://bit.ly/3iF0cBs


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, making economics erogenous again.  Artwork by David Parkins, the thinking man's Auguste Rodin.  Podcast intro and outro "Mt. Fuji" by Ooyy and Smartface at Epidemic Sound.

]]> The final setting of Margaret Atwood's The Handmaid's Tale occurs well into the future, at a symposium of historians examining the Handmaid era.  Your podcaster expects a similar, future gathering of sober scholars evaluating the Time of CoVid.  They'll likely conclude it was an economic and political bankruptcy - a mathematical and moral fiasco.  Still, it wasn't all bad, and this podcaster imagines that sitting at the back of the room a lowly assistant will indecorously interrupt proceedings with, "At least the Funny Flu allowed Cannonball Run that stood for ages!"

Before security could be called to escort this violator of stodgy proceedings out the banquet room - the iconoclast would blithely explain, that the Cannonball is an unofficial, entirely illegal 2,800 mile (4,500 kilometer, but who knows with inflation these days) car race from New York City's Red Ball Garage to the Portofino Hotel in Los Angeles.  That the pre-'Rona record was 27 hours, 25 minutes.  That with Captain Trips clearing the roads of grandmas, convoys, smokey, panda and the fuzz the new record was set at an eyelid-peeling 25 hours, 55 minutes.  And that two general documentaries were already released on the subject, including Cannonball Run II - which is in your podcaster's sincere, very unprofessional opinion the best documentary ensemble cast ever, including stars: Burt Reynolds, Dom DeLuise, Dean Martin, Sammy Davis Jr., Shirley MacLaine, Frank Sinatra, Marilu Henner, Aristotelis Savalas, Catherine Bach, Susan Anton and Jackie Chan, among others.

And it is the idea of the "ensemble cast" that makes this 22nd episode of Making Sense a special one.  We try to answer three questions: which paradigm do central banks inhabit, was Aristotle an idiot, are low rates stimulative?  In trying to answer them we turn to Jeff Snider.  But also, Aristotle himself, and Ben Bernanke, Benoit Mandelbrot, the Bride, Christopher Nolan, the Cohen Brothers, Cormac McCarthy, Eugene Fama, Henri Poincaré, Hugh Hendry, Janet Yellen, Jay Powell, Jeb Hensarling, Joe Rogan, the Joker, Keith McCullough, Louis Bachelier, Milton Friedman, Paul Samuelson, Plato, Robert Brown, Ronald Coase, Socrates, Steve Keen, Thomas S. Kuhn, Two-Face and William F. Buckley Jr.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/3enSAkr
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
Was Aristotle An Idiot? Welcome Back August 9, The Answer To That Question The Key To The Next Golden Age: https://bit.ly/30UMILS
Thomas S. Kuhn's The Structure of Scientific Revolutions: https://bit.ly/3gZiFZ0
Eugene Fama’s Efficient View of Stimulus Porn: https://bit.ly/2Y0kk9t
Fama 2: No Inflation For Old Central Banks: https://bit.ly/3gYVuhA
Eugene Fama Interview (Inflation is Totally Out of the Control of Central Banks): https://bit.ly/2Y1Y7aY
Low Rates Aren't a Central Bank Providing Accommodation: https://bit.ly/3iF0cBs


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, making economics erogenous again.  Artwork by David Parkins, the thinking man's Auguste Rodin.  Podcast intro and outro "Mt. Fuji" by Ooyy and Smartface at Epidemic Sound.

]]> Mon, 17 Aug 2020 14:55:54 -0400 Jeff Snider Jeff Snider 3660 Which paradigm do central banks inhabit? Not the present one certainly. Which paradigm do central banks inhabit? Not the present one certainly. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No What's in the Monetary Toolkit? 21 21 What's in the Monetary Toolkit? full d2069e4e-3c8a-4eaa-8ea9-621beed400f9 https://share.transistor.fm/s/77cc2036 Life is full of problems. And when particularly irritated by them, we turn to professionals for help.  Sure, men - especially the married kind - will insist they can take care of it.  Plumbing?  No problem.  The Johnson-rod is loose in the car?  I got it.  Open wound with compound bone fracture?  Rub some dirt on it.  Still, eventually even men will get to a point when they'll ask for directions, because what can be done -  they built the city all wrong.  And so, when the technical expert is called we damn well expect they've got a toolbox of specialized, effective gadgets.

For example, those tooth-yanking sadists are expected to make small talk about The Marathon Man while utilizing a tray of mouth mirrors, sickle probes, scalers and saliva ejectors.  Go to the stables and you'll see brushes, sweat scrapers, hoof picks, deworming pastes, fly bonnets and liniments that will give your mare that glossy finish.  One expects the same of our monetary technocrats.  Their toolkit - you'd EXPECT - to hold a printing press, bond certificates, gold, as well as maps and barometers identifying the specification, production, distribution and utilization of modern money.

In this 21st episode of Making Sense, Jeff Snider tells us what IS in the monetary toolkit after spending a professional lifetime reading meeting minutes, transcripts and speeches.  What's in there?  Yeah, Magic-8 Ball.  A rubber duck.  Prayer book, of course.  Half-eaten egg-salad sandwich.  And importantly, the phone numbers of financial journalists.  Join us as we discuss the monetary toolkit through the lens of: China's unchanging foreign exchange reserves, credit conditions in the United States and PMI scores from around the world.  Also, we end the show by holding a candle-light vigil for the 13th anniversary August 9, 2007.  The day that the global monetary order malfunctioned.  A day that the then-CEO of the British bank Northern Rock said, "the world changed."  A day that The Guardian newspaper analogized to August 4, 1914 - the start of The Great War.  A day that has yet to end.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/3enSAkr
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
What’s In The Same Number? China’s Part In The (euro)Dollar Story: https://bit.ly/3ahCjND
Reading the Tea Leaves About China (Making Sense Episode 14): https://youtu.be/UTTjUGp-K-o
Buckets and Tookits, Empty Each: https://bit.ly/33BNUFR
Purchasing Managers Indigestion: https://bit.ly/3imBky6
Author Christopher Clark lecture on "Sleepwalkers: How Europe Went to War in 1914": https://youtu.be/6snYQFcyiyg


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, standing there looking pretty.  Artwork by David Parkins, operating with palette knives, color charts, painting palettes, tube wringers and paint rollers.  Podcast intro is "Cornelia" by The Eastern Plain, remixed by Luwaks, at Epidemic Sound.

]]> Life is full of problems. And when particularly irritated by them, we turn to professionals for help.  Sure, men - especially the married kind - will insist they can take care of it.  Plumbing?  No problem.  The Johnson-rod is loose in the car?  I got it.  Open wound with compound bone fracture?  Rub some dirt on it.  Still, eventually even men will get to a point when they'll ask for directions, because what can be done -  they built the city all wrong.  And so, when the technical expert is called we damn well expect they've got a toolbox of specialized, effective gadgets.

For example, those tooth-yanking sadists are expected to make small talk about The Marathon Man while utilizing a tray of mouth mirrors, sickle probes, scalers and saliva ejectors.  Go to the stables and you'll see brushes, sweat scrapers, hoof picks, deworming pastes, fly bonnets and liniments that will give your mare that glossy finish.  One expects the same of our monetary technocrats.  Their toolkit - you'd EXPECT - to hold a printing press, bond certificates, gold, as well as maps and barometers identifying the specification, production, distribution and utilization of modern money.

In this 21st episode of Making Sense, Jeff Snider tells us what IS in the monetary toolkit after spending a professional lifetime reading meeting minutes, transcripts and speeches.  What's in there?  Yeah, Magic-8 Ball.  A rubber duck.  Prayer book, of course.  Half-eaten egg-salad sandwich.  And importantly, the phone numbers of financial journalists.  Join us as we discuss the monetary toolkit through the lens of: China's unchanging foreign exchange reserves, credit conditions in the United States and PMI scores from around the world.  Also, we end the show by holding a candle-light vigil for the 13th anniversary August 9, 2007.  The day that the global monetary order malfunctioned.  A day that the then-CEO of the British bank Northern Rock said, "the world changed."  A day that The Guardian newspaper analogized to August 4, 1914 - the start of The Great War.  A day that has yet to end.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/3enSAkr
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
What’s In The Same Number? China’s Part In The (euro)Dollar Story: https://bit.ly/3ahCjND
Reading the Tea Leaves About China (Making Sense Episode 14): https://youtu.be/UTTjUGp-K-o
Buckets and Tookits, Empty Each: https://bit.ly/33BNUFR
Purchasing Managers Indigestion: https://bit.ly/3imBky6
Author Christopher Clark lecture on "Sleepwalkers: How Europe Went to War in 1914": https://youtu.be/6snYQFcyiyg


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, standing there looking pretty.  Artwork by David Parkins, operating with palette knives, color charts, painting palettes, tube wringers and paint rollers.  Podcast intro is "Cornelia" by The Eastern Plain, remixed by Luwaks, at Epidemic Sound.

]]> Sun, 09 Aug 2020 14:25:24 -0400 Jeff Snider Jeff Snider 3660 Perception, and reality. Perception, and reality. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Strike 9! Will the Fed Ever be Called Out? 20 20 Strike 9! Will the Fed Ever be Called Out? full 0ac8e1ef-e5a5-4717-81f1-0ae766179760 https://share.transistor.fm/s/78dd4c28 Baseball.  The nation's pastime.  For well over a century the sport has nestled itself in the romantic nook of America's soul.  Its greatness captured in sentimental movies like The Natural and Field of Dreams. But light is balanced with darkness and for all its majesty the sport bears scandals and self-inflicted wounds: the 1919 Black Sox, a racial barrier.  And of course, there's that gray space between light and dark where tragi-comedy lies.  The 1888 poem Casey at Bat.  Yogi Berra's relationship with paradox and irony.  The Red Sox and the 20th century.

Like any phenomenon, the game has a full life that cannot be reduced to just one idea, one moment, one game.  To do so would be the height of chutzpah and ego.  So - let your podcaster oblige.  The greatest game ever played was on February 2, 1946.  Known as the Baseball Bugs game it took place in New York City's famed Polo Grounds where the Tea Totallers hosted the Gas-House Gorillas.  The aged Totallers - one could even go so far as calling them elderly - were no match for the unshaven, cigar chawing players with shoulders as broad as the outfield placards.  By the fourth inning the visitors were up: 96 to 0.  So total was the farce that the home team turned to fans in the outfield for help.  One such wasn't even a man.  Or woman.  It was a rabbit.  Bugs Bunny.

He struck out the first Gorilla with fastballs.  Then - well - he changed baseball history with a single, off-speed pitch that struck out the side as three Gorillas swung three times each before the ball reached the plate.  Players ever since have attempted to recreate the throw.  And though pitches such as the Fossum Flip, Super Changeup, balloon ball, parachute, gravity curve and the Monty Brewster have come close, nothing has been seen like that magical day in 1946.  Nothing until America's central bank came up to bat on August 9, 2007.

For 13 years the Fed has been hacking away at the same pitch of monetary disorder.  And unlike the Gas House Gorillas, apparently there is no limit to the number of swings it can take at this slow-moving soap bubble.  In this, the Frank Robinson episode of Making Sense, Jeff Snider recounts just the three most recent strikes: Gold, Dollar, and Inflation Expectations.  As part of the discussion we'll talk about Goldman Sachs' claim that "real concerns are emerging" about the dollar's reserve currency status and note that negative yielding US bonds are only a hare's hair away.  Also, the Euro, the yen and other important things like Magnum PI's mustache and whether Jeff likes baseball.

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/3enSAkr
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
Would The Real Dollar Please Stand Up: https://bit.ly/3hWwyHG
US Dollar Index (DXY) Futures: https://bit.ly/3giQK6a
Strike 1: Gold; Strike 2: Dollar; Strike 3: Inflation Expectations: https://bit.ly/39IlJG6
The Fastball Behind Strike 3: https://bit.ly/2XjV11B
OMG The Dollar!!!: https://bit.ly/2XfRamq
Kevin Warsh Quote (Jerome Powell Is a Barely Adequate Writer of Fiction): https://bit.ly/2BNmHV3


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, hidden in right field. Artwork by David Parkins, the Ernest Thayer of the colored pencil. Podcast intro and outro is "Suddenly You" by Golden Age Radio, at Epidemic Sound.

]]> Baseball.  The nation's pastime.  For well over a century the sport has nestled itself in the romantic nook of America's soul.  Its greatness captured in sentimental movies like The Natural and Field of Dreams. But light is balanced with darkness and for all its majesty the sport bears scandals and self-inflicted wounds: the 1919 Black Sox, a racial barrier.  And of course, there's that gray space between light and dark where tragi-comedy lies.  The 1888 poem Casey at Bat.  Yogi Berra's relationship with paradox and irony.  The Red Sox and the 20th century.

Like any phenomenon, the game has a full life that cannot be reduced to just one idea, one moment, one game.  To do so would be the height of chutzpah and ego.  So - let your podcaster oblige.  The greatest game ever played was on February 2, 1946.  Known as the Baseball Bugs game it took place in New York City's famed Polo Grounds where the Tea Totallers hosted the Gas-House Gorillas.  The aged Totallers - one could even go so far as calling them elderly - were no match for the unshaven, cigar chawing players with shoulders as broad as the outfield placards.  By the fourth inning the visitors were up: 96 to 0.  So total was the farce that the home team turned to fans in the outfield for help.  One such wasn't even a man.  Or woman.  It was a rabbit.  Bugs Bunny.

He struck out the first Gorilla with fastballs.  Then - well - he changed baseball history with a single, off-speed pitch that struck out the side as three Gorillas swung three times each before the ball reached the plate.  Players ever since have attempted to recreate the throw.  And though pitches such as the Fossum Flip, Super Changeup, balloon ball, parachute, gravity curve and the Monty Brewster have come close, nothing has been seen like that magical day in 1946.  Nothing until America's central bank came up to bat on August 9, 2007.

For 13 years the Fed has been hacking away at the same pitch of monetary disorder.  And unlike the Gas House Gorillas, apparently there is no limit to the number of swings it can take at this slow-moving soap bubble.  In this, the Frank Robinson episode of Making Sense, Jeff Snider recounts just the three most recent strikes: Gold, Dollar, and Inflation Expectations.  As part of the discussion we'll talk about Goldman Sachs' claim that "real concerns are emerging" about the dollar's reserve currency status and note that negative yielding US bonds are only a hare's hair away.  Also, the Euro, the yen and other important things like Magnum PI's mustache and whether Jeff likes baseball.

----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/3enSAkr
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
Would The Real Dollar Please Stand Up: https://bit.ly/3hWwyHG
US Dollar Index (DXY) Futures: https://bit.ly/3giQK6a
Strike 1: Gold; Strike 2: Dollar; Strike 3: Inflation Expectations: https://bit.ly/39IlJG6
The Fastball Behind Strike 3: https://bit.ly/2XjV11B
OMG The Dollar!!!: https://bit.ly/2XfRamq
Kevin Warsh Quote (Jerome Powell Is a Barely Adequate Writer of Fiction): https://bit.ly/2BNmHV3


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, hidden in right field. Artwork by David Parkins, the Ernest Thayer of the colored pencil. Podcast intro and outro is "Suddenly You" by Golden Age Radio, at Epidemic Sound.

]]> Mon, 03 Aug 2020 14:09:15 -0400 Jeff Snider Jeff Snider 3120 How many swings does the Federal Reserve get? How many swings does the Federal Reserve get? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Gold, Dollar and Treasury battle Deflation, Disorder and Danger 19 19 Gold, Dollar and Treasury battle Deflation, Disorder and Danger full 1639f694-d9a2-414d-bf55-e944354b38fa https://share.transistor.fm/s/5d45069a Now, admittedly SOME commodity prices have gone up.  Half of the agricultural and livestock prices are up year-to-date.  Copper is up!  But these are the results of supply line disruptions and demand surges.  The temporary, transitory reactions to the CoVo.  NOT the persistent, broad-based multi-year inflation carried in by a monetary surge that central bankers suggest.  Almost every energy-based commodity is DOWN.  Most all industrial metals are DOWN. 

We address the issue in three segments, in this, the 19th episode of Making Sense. First, gold's sauntering up to $2,000. Silver is looking lustily at $30. Inflation, right? Central bank printing, true? Politicians handing out stipends and stimulus, yes? NO! Gold has been rising regularly - in concert with sovereign bonds - since October 2018 signaling deflation, disorder... and danger.

Then in part two, America's dollar is said to be the global reserve currency. But might there be hostile nations scheming furiously to undermine the US dollar? They are, after all, selling US Treasuries on net, since 2014. Is there a dollar Pearl Harbor ahead? No. Precisely the opposite. It's the real reserve currency - the EURODOLLAR - that holds nations hostage, including the USA.

And finally, Federal Reserve officials are promoting the notion the central bank will allow inflation to run. Run pure. And hot! A Bloomberg opinion column called it "a whole new ballgame [baby!]" (I added the "baby!" part). We've heard this story before. Not only from the Fed but as children. From Aesop. We knew it then as, "The Boy Who Cried Wolf".

That's not Inflation's war cry.  Not in this monetary disorder and economic depression.  It's a publicity campaign.  A caterwauling.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/3enSAkr
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
Exposing The Golden Lie
Sign of the Times: Gold Has Its Most Vocal Proponents Helping Sell Jay Powell’s Fiction
Huge, Massive Difference: De-dollarizing vs. Being De-dollared
More To Being De-dollared
Not This Again
The Fed Is Setting the Stage for a Major Policy Change


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, wandering hedge knight.  Artwork by David Parkins, descendant of Arthur Eld ancient King of All-World. Podcast intro and outro is "Aoraki" by Ooyy, at Epidemic Sound.

]]> Now, admittedly SOME commodity prices have gone up.  Half of the agricultural and livestock prices are up year-to-date.  Copper is up!  But these are the results of supply line disruptions and demand surges.  The temporary, transitory reactions to the CoVo.  NOT the persistent, broad-based multi-year inflation carried in by a monetary surge that central bankers suggest.  Almost every energy-based commodity is DOWN.  Most all industrial metals are DOWN. 

We address the issue in three segments, in this, the 19th episode of Making Sense. First, gold's sauntering up to $2,000. Silver is looking lustily at $30. Inflation, right? Central bank printing, true? Politicians handing out stipends and stimulus, yes? NO! Gold has been rising regularly - in concert with sovereign bonds - since October 2018 signaling deflation, disorder... and danger.

Then in part two, America's dollar is said to be the global reserve currency. But might there be hostile nations scheming furiously to undermine the US dollar? They are, after all, selling US Treasuries on net, since 2014. Is there a dollar Pearl Harbor ahead? No. Precisely the opposite. It's the real reserve currency - the EURODOLLAR - that holds nations hostage, including the USA.

And finally, Federal Reserve officials are promoting the notion the central bank will allow inflation to run. Run pure. And hot! A Bloomberg opinion column called it "a whole new ballgame [baby!]" (I added the "baby!" part). We've heard this story before. Not only from the Fed but as children. From Aesop. We knew it then as, "The Boy Who Cried Wolf".

That's not Inflation's war cry.  Not in this monetary disorder and economic depression.  It's a publicity campaign.  A caterwauling.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/3enSAkr
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
Exposing The Golden Lie
Sign of the Times: Gold Has Its Most Vocal Proponents Helping Sell Jay Powell’s Fiction
Huge, Massive Difference: De-dollarizing vs. Being De-dollared
More To Being De-dollared
Not This Again
The Fed Is Setting the Stage for a Major Policy Change


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, wandering hedge knight.  Artwork by David Parkins, descendant of Arthur Eld ancient King of All-World. Podcast intro and outro is "Aoraki" by Ooyy, at Epidemic Sound.

]]> Sun, 26 Jul 2020 20:56:18 -0400 Jeff Snider Jeff Snider 3240 Hark! Inflation's war cry... At least that is what you'll read in the pages of the financial media. And that is EXACTLY what your central bankers need you to believe. Hark! Inflation's war cry... At least that is what you'll read in the pages of the financial media. And that is EXACTLY what your central bankers need you to believe. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Fractured Flask 18 18 The Fractured Flask full 7b6ab851-f1c5-4f78-ab45-fc991d31d53e https://share.transistor.fm/s/1310684f 2008. Albuquerque, New Mexico. The first business meeting of what would become the best-known chemist team since Nobel-prize winners Molina, Crutzen and Rowland was not auspicious.  Pinkman wanted to cook as an artist, with chili powder. White, called Pinkman's chili-p recipe -- garbage. In-turn, Pinkman dismissed White's science; all he needed was a big jar. He was actually referring to a volumetric flask, which as - the appalled chemistry teacher Mr. White responded - is for general mixing and titration you wouldn't apply heat to it. That's what a round bottom 5000 millilitre boiling flask was for. Pinkman's flasks almost certainly fractured often and leaked out.

It is the metaphor of the fractured flask, the punctured pail -  the leaking bucket - that Jeff Snider uses, in this the 18th episode of Making Sense, to explain why the inflationary concoction created by monetary technocrats isn't boiling over.  First, we discuss why the Federal Reserve's monetization of debt isn't inflationary.  Second, we review the latest inflation readings from the United States.  Finally, Snider explains why the accelerating size of the US Treasury's checking account isn't inflationary either.  It is all about the metaphor - technocrats and politicians pour inflationary water in yes, but not only is the bucket not a full one, ready to spill over, but it's perforated.

Well, to head off a letter writing campaign, this podcaster acknowledges that a fair number of you dear listeners feel your podcasting team missed the opportunity to employ the metaphor of the leaky cauldron. To cast central bankers as a coven of warlocks preparing a witches brew of inflation. However, your podcaster prefers the analogy of the fractured flask. The technocrats style themselves as scientists, not magicians. They surround themselves with very rare 800 millilitre Kjeldahl-style recovery flasks and dynamic stochastic general equilibrium models, Griffin beakers and Erlenmeyer flasks.  The tragi-comedy is that despite the scientific accouterments, they go about it in a Pinkman-like manner. Heating volumetrics, adding adulterants like yield curve control, bank reserves and chili-p.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/3enSAkr
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
So Long As The Bucket Is Full of Holes, Treasury Demand Comes First
Transitory, The Other Way
Wait A Minute, The Dollar And The Fed’s Bank Reserves Are Directly Not Inversely Related
A General Sense of Treasury’s General Account


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, Pinkman.  Artwork by David Parkins.  Podcast intro and outro is "Full House Dusk" by River Foxcroft, at Epidemic Sound.

]]> 2008. Albuquerque, New Mexico. The first business meeting of what would become the best-known chemist team since Nobel-prize winners Molina, Crutzen and Rowland was not auspicious.  Pinkman wanted to cook as an artist, with chili powder. White, called Pinkman's chili-p recipe -- garbage. In-turn, Pinkman dismissed White's science; all he needed was a big jar. He was actually referring to a volumetric flask, which as - the appalled chemistry teacher Mr. White responded - is for general mixing and titration you wouldn't apply heat to it. That's what a round bottom 5000 millilitre boiling flask was for. Pinkman's flasks almost certainly fractured often and leaked out.

It is the metaphor of the fractured flask, the punctured pail -  the leaking bucket - that Jeff Snider uses, in this the 18th episode of Making Sense, to explain why the inflationary concoction created by monetary technocrats isn't boiling over.  First, we discuss why the Federal Reserve's monetization of debt isn't inflationary.  Second, we review the latest inflation readings from the United States.  Finally, Snider explains why the accelerating size of the US Treasury's checking account isn't inflationary either.  It is all about the metaphor - technocrats and politicians pour inflationary water in yes, but not only is the bucket not a full one, ready to spill over, but it's perforated.

Well, to head off a letter writing campaign, this podcaster acknowledges that a fair number of you dear listeners feel your podcasting team missed the opportunity to employ the metaphor of the leaky cauldron. To cast central bankers as a coven of warlocks preparing a witches brew of inflation. However, your podcaster prefers the analogy of the fractured flask. The technocrats style themselves as scientists, not magicians. They surround themselves with very rare 800 millilitre Kjeldahl-style recovery flasks and dynamic stochastic general equilibrium models, Griffin beakers and Erlenmeyer flasks.  The tragi-comedy is that despite the scientific accouterments, they go about it in a Pinkman-like manner. Heating volumetrics, adding adulterants like yield curve control, bank reserves and chili-p.


----------WHERE----------
AlhambraTube: https://bit.ly/2Xp3roy
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Breaker: https://bit.ly/2CpHAFO
Podbean: https://bit.ly/3enSAkr
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
SoundCloud: https://bit.ly/3l0yFfK
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr


----------WHAT----------
So Long As The Bucket Is Full of Holes, Treasury Demand Comes First
Transitory, The Other Way
Wait A Minute, The Dollar And The Fed’s Bank Reserves Are Directly Not Inversely Related
A General Sense of Treasury’s General Account


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, Pinkman.  Artwork by David Parkins.  Podcast intro and outro is "Full House Dusk" by River Foxcroft, at Epidemic Sound.

]]> Mon, 20 Jul 2020 18:14:08 -0400 Jeff Snider Jeff Snider 3000 Both the US Treasury General Account and Federal Reserve balance sheet are exploding in size. If either was central to money supply the US dollar would fall in value. But they aren't and it isn't. Both the US Treasury General Account and Federal Reserve balance sheet are exploding in size. If either was central to money supply the US dollar would fall in value. But they aren't and it isn't. Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No Communism - Don't Call it a Comeback 17 17 Communism - Don't Call it a Comeback full de337367-958d-4f42-a83c-926ca8673acd https://share.transistor.fm/s/a13b396d Plato, Kant, Nietzsche, Buddha, Confucius, Rousseau, Aristotle, Bastiat, Molinari, Cicero, Hegel, Hobbes, Kant... LL Cool J.  The contemporary philosopher sits on the social and political branch of the Western tradition.  He began releasing treatises in 1985 after collaborating with Def Jam.  Radio was his first.  Two years later, Bigger and Deffer.  But 1989's Walking with a Panther was 'too pop-y', said the Philosophical Review.  'So much empty fluff,' pondered the British Society for Phenomenology.  Dialectica wouldn't even look at it.  His fourth commentary however, returned him to the top.  Both the album and its most famous song were titled Mama Said Knock You Out.  The single famously begins with, "Don't call it a comeback, I been here for years".

Singing that tune these days are Communism, Marxism and Socialism.  In this, the 17th episode of Making Sense, Jeff Snider explains how to understand their philosophy and why their recent popularity is not a comeback despite the doctrine's body of work.  Marxism was never gone, it was waiting for the club of mostly wealthy nations to reach the end of their capitalist potential.  Well, a thirteen year depression on par with the 19th century's Long and the 20th century's Great depressions is making a good case.  So then, how to counter the argument? 

But that's for the back-half of the show.  First, a Catch-22 like paradox in bond markets.  Safe sovereign and risky corporate bonds both display falling yields.  Why?  We look back to the last worldwide depression for answers.  Then, yield curve control.  This podcaster has a feeling it'll be the must-have toy for central bankers by Christmas.  We look back at the US experience with the policy during the 1940s.  Then Marx, Lenin and Mao take the stage, grab the mic and start spitt'n.


----------WHAT----------
Don’t Low Rates On Junk Bonds Mean Fed-fueled Credit Bubble? No. Precisely The Opposite
Yield Cap History Is Rock Solid, Just Not At All In The Way They Are Telling You
Yield Caps = Toddlers
From QE to Eternity: The Backdoor Yield Caps
Socialism Would Have Been Easy to Discredit, Had There Been Growth
Brent Johnson & Jeff Snider "Breaking Down Eurodollars" Webinar by BlockWorks Group
Reddit Late Stage Capitalism Thread 549,000 Strong


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emilulous.  Artwork by David 'Straight Outta London' Parkins.  Podcast intro and outro is "Callin Shots" by Damma Beatz at Epidemic Sound.

]]> Plato, Kant, Nietzsche, Buddha, Confucius, Rousseau, Aristotle, Bastiat, Molinari, Cicero, Hegel, Hobbes, Kant... LL Cool J.  The contemporary philosopher sits on the social and political branch of the Western tradition.  He began releasing treatises in 1985 after collaborating with Def Jam.  Radio was his first.  Two years later, Bigger and Deffer.  But 1989's Walking with a Panther was 'too pop-y', said the Philosophical Review.  'So much empty fluff,' pondered the British Society for Phenomenology.  Dialectica wouldn't even look at it.  His fourth commentary however, returned him to the top.  Both the album and its most famous song were titled Mama Said Knock You Out.  The single famously begins with, "Don't call it a comeback, I been here for years".

Singing that tune these days are Communism, Marxism and Socialism.  In this, the 17th episode of Making Sense, Jeff Snider explains how to understand their philosophy and why their recent popularity is not a comeback despite the doctrine's body of work.  Marxism was never gone, it was waiting for the club of mostly wealthy nations to reach the end of their capitalist potential.  Well, a thirteen year depression on par with the 19th century's Long and the 20th century's Great depressions is making a good case.  So then, how to counter the argument? 

But that's for the back-half of the show.  First, a Catch-22 like paradox in bond markets.  Safe sovereign and risky corporate bonds both display falling yields.  Why?  We look back to the last worldwide depression for answers.  Then, yield curve control.  This podcaster has a feeling it'll be the must-have toy for central bankers by Christmas.  We look back at the US experience with the policy during the 1940s.  Then Marx, Lenin and Mao take the stage, grab the mic and start spitt'n.


----------WHAT----------
Don’t Low Rates On Junk Bonds Mean Fed-fueled Credit Bubble? No. Precisely The Opposite
Yield Cap History Is Rock Solid, Just Not At All In The Way They Are Telling You
Yield Caps = Toddlers
From QE to Eternity: The Backdoor Yield Caps
Socialism Would Have Been Easy to Discredit, Had There Been Growth
Brent Johnson & Jeff Snider "Breaking Down Eurodollars" Webinar by BlockWorks Group
Reddit Late Stage Capitalism Thread 549,000 Strong


----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emilulous.  Artwork by David 'Straight Outta London' Parkins.  Podcast intro and outro is "Callin Shots" by Damma Beatz at Epidemic Sound.

]]> Sat, 11 Jul 2020 19:06:17 -0400 Jeff Snider Jeff Snider 2940 Is the post-2008 economic 'boom' proving Marxism? Would communism's big three look at 2020 approvingly? Is communist utopia counter to human nature? Also, yield curve control and more. Is the post-2008 economic 'boom' proving Marxism? Would communism's big three look at 2020 approvingly? Is communist utopia counter to human nature? Also, yield curve control and more. Eurodollar,Eurodollar University,Jeff Snider,Alhambra,Alhambra Investments,Jeff Snider Podcast,Emil Kalinowski,Emil,Making Sense,Central Banks,Inflation,Yield curve control,YCC,Yield Peg,Deflation,Communism,Marxism,Marx,Mao,Late Capitalism,End Stage Capitalism,Capitalism,Socialism No What is... Eurodollar Mailbag? 16 16 What is... Eurodollar Mailbag? full 61e59737-a086-48bf-bb6d-b96a5967387a https://share.transistor.fm/s/fbe90888 After half-a-century, some 8,000 episodes and numerous tournament of champions the American television game show Jeopardy! decided to hold its definitive contest to determine its ultimate victor.  The trial featured three accomplished champions: Ken Jennings, Brad Rutter and James Holzhauer.  The selection of these three remains one of sports' great scandals -- right up there with the Czechoslovakian judge in Lillehammer.  The three contenders were fine, having won more than a 100 contests and $10.7 million dollars between them.  That's not bad... as far as humans go.  Who should have been in the tournament?

The first contestant most clearly deserved to be Phil Connors.  Connors, initially a Pittsburgh weatherman stuck in a time loop, eventually attained the status of god.  Not the God - at least he didn't think so - but a god.  And as a deity not only did Connors know every answer in "Lakes & Rivers" - What is Mexico?  What are the Finger Lakes?  What is Titicaca? - he knew the question before the answer was even given: What is the Rhône?

The second contestant was god-like in its knowledge: Watson.  The likely forerunner of HAL-9000, this question-answering computer system already beat both Jennings and Rutter in an exhibition match for a million dollars.  A eurodollar realist and having no use for a pyramid of physical bills, Watson promptly set the money alight and was heard walking off stage saying, "It's not about the money - it's about sending a message."

The third contestant inhabits that shimmering space between reality and myth called "legend": Clifford C. Clavin, Jr.  The part-time Boston-area mailman and full-time bar patron appeared on Jeopardy! in 1990, where he feasted on the categories like a walrus in a bed of bivalve mollusks, which is the mammal's preferred food you know.  "Civil Servants", "Stamps from Around The World", "Mothers and Sons", "Beer", "Bar Trivia", "Celibacy".

It is in the spirit of these latter three - as legend, as eurodollar realist, as living through a monetary time-loop - that Jeff Snider confronts listener questions in a Jeopardy!-style show in this, the 16th episode of Making Sense.

----------WHAT----------
Alhambra Investments Blog
RealClear Markets Essays
Yield Cap History Is Rock Solid, Just Not At All In The Way They Are Telling You

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, the Vanna White of Eurodollar Jeopardy!  Artwork by the Phil Connors-like, preternatural David Parkins.  Podcast intro and outro is "Come 2gether" by Ooyy at Epidemic Sound.

]]> After half-a-century, some 8,000 episodes and numerous tournament of champions the American television game show Jeopardy! decided to hold its definitive contest to determine its ultimate victor.  The trial featured three accomplished champions: Ken Jennings, Brad Rutter and James Holzhauer.  The selection of these three remains one of sports' great scandals -- right up there with the Czechoslovakian judge in Lillehammer.  The three contenders were fine, having won more than a 100 contests and $10.7 million dollars between them.  That's not bad... as far as humans go.  Who should have been in the tournament?

The first contestant most clearly deserved to be Phil Connors.  Connors, initially a Pittsburgh weatherman stuck in a time loop, eventually attained the status of god.  Not the God - at least he didn't think so - but a god.  And as a deity not only did Connors know every answer in "Lakes & Rivers" - What is Mexico?  What are the Finger Lakes?  What is Titicaca? - he knew the question before the answer was even given: What is the Rhône?

The second contestant was god-like in its knowledge: Watson.  The likely forerunner of HAL-9000, this question-answering computer system already beat both Jennings and Rutter in an exhibition match for a million dollars.  A eurodollar realist and having no use for a pyramid of physical bills, Watson promptly set the money alight and was heard walking off stage saying, "It's not about the money - it's about sending a message."

The third contestant inhabits that shimmering space between reality and myth called "legend": Clifford C. Clavin, Jr.  The part-time Boston-area mailman and full-time bar patron appeared on Jeopardy! in 1990, where he feasted on the categories like a walrus in a bed of bivalve mollusks, which is the mammal's preferred food you know.  "Civil Servants", "Stamps from Around The World", "Mothers and Sons", "Beer", "Bar Trivia", "Celibacy".

It is in the spirit of these latter three - as legend, as eurodollar realist, as living through a monetary time-loop - that Jeff Snider confronts listener questions in a Jeopardy!-style show in this, the 16th episode of Making Sense.

----------WHAT----------
Alhambra Investments Blog
RealClear Markets Essays
Yield Cap History Is Rock Solid, Just Not At All In The Way They Are Telling You

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, the Vanna White of Eurodollar Jeopardy!  Artwork by the Phil Connors-like, preternatural David Parkins.  Podcast intro and outro is "Come 2gether" by Ooyy at Epidemic Sound.

]]> Sat, 04 Jul 2020 14:30:00 -0400 Jeff Snider Jeff Snider 2280 Jeff Snider answers your questions about central banks, inflation, measuring money, private banks... and potpourri? A Jeopardy!-style mailbag show with the 'Cliff Clavin of the Eurodollar'. Jeff Snider answers your questions about central banks, inflation, measuring money, private banks... and potpourri? A Jeopardy!-style mailbag show with the 'Cliff Clavin of the Eurodollar'. Eurodollar,Eurodollar University,Jeff Snider,Alhambra,Alhambra Investments,Jeff Snider Podcast,Emil Kalinowski,Emil,Making Sense,Mailbag,Central Banks,Inflation,Jeopardy,repo No Hey Kid, Want Some Communism? 15 15 Hey Kid, Want Some Communism? full 9a92527b-ec55-4d87-8e0d-9ebb9dabe2bc https://share.transistor.fm/s/370aaddd Published in 1862, Les Misérables by Victor Hugo is "the novel of the century" according to David Bellos, professor of French and comparative literature at Princeton University.  When asked on The Great Books podcast what qualifies this novel to be on the show Bellos responded, "It tackles a huge range of human experience, with an enormous amount of passion.  If there ever was a great book, it must be Les Misérables." 

The story focuses on 'the suffering ones', 'the humiliated'.  It's set in the social, political and economic upheaval of early-nineteenth century France.  'The poor people who are worthy of our pity' were caught up in the consequences of what Jeff Snider calls the first modern business cycle.  Michael Pettis, in his 2001 book The Volatility Machine, identifies it as the first modern deglobalization. And Friedrich Engels called it "the first general crisis". 

Engels is, of course, the co-author of the Communist Manifesto, published in 1848 in response to the shocking, worldwide disorder.  Karl Marx and Engels are said to suggest that capitalism has an expiration date; that capitalism was an ahistorical phenomenon which would burn up the limited fuel of labor and then sputter.  And at that point communism would take over and redistribute the existing wealth equitably because there was a limit to human wealth creation.

This, over the long sweep of history, is a pessimistic view of human character and potential.  But humans don't live across history, they have a handful of decades.  And when capitalism does find itself in a cul-de-sac as it did during the first general crisis, and the Long Depression, and the Great Depression and now this -- Year 13 of the Silent Depression, well then terminal capitalism sounds perfectly reasonable. 

In this the 15th episode of Making Sense, Jeff Snider discusses the barricades and autonomous zones of Les Misérables, Marx and Engles' thesis, late-stage capitalism, the Soviet Union, and present-day China; but all in defense of capitalism without denying that it's going down the wrong road -- toward the barricades.

----------WHERE----------
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
The Economic Boom You Heard About Never Really Was
A Massive Problem That Has Them Searching For One

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, manning the barricades in the CHAZ (Cayman Highball Armorik Zone).  Artwork by David Parkins, a modern-day Émile-Antoine Bayard.  Music track "The Ministry" by Howard Harper-Barnes at Epidemic Sound.

]]> Published in 1862, Les Misérables by Victor Hugo is "the novel of the century" according to David Bellos, professor of French and comparative literature at Princeton University.  When asked on The Great Books podcast what qualifies this novel to be on the show Bellos responded, "It tackles a huge range of human experience, with an enormous amount of passion.  If there ever was a great book, it must be Les Misérables." 

The story focuses on 'the suffering ones', 'the humiliated'.  It's set in the social, political and economic upheaval of early-nineteenth century France.  'The poor people who are worthy of our pity' were caught up in the consequences of what Jeff Snider calls the first modern business cycle.  Michael Pettis, in his 2001 book The Volatility Machine, identifies it as the first modern deglobalization. And Friedrich Engels called it "the first general crisis". 

Engels is, of course, the co-author of the Communist Manifesto, published in 1848 in response to the shocking, worldwide disorder.  Karl Marx and Engels are said to suggest that capitalism has an expiration date; that capitalism was an ahistorical phenomenon which would burn up the limited fuel of labor and then sputter.  And at that point communism would take over and redistribute the existing wealth equitably because there was a limit to human wealth creation.

This, over the long sweep of history, is a pessimistic view of human character and potential.  But humans don't live across history, they have a handful of decades.  And when capitalism does find itself in a cul-de-sac as it did during the first general crisis, and the Long Depression, and the Great Depression and now this -- Year 13 of the Silent Depression, well then terminal capitalism sounds perfectly reasonable. 

In this the 15th episode of Making Sense, Jeff Snider discusses the barricades and autonomous zones of Les Misérables, Marx and Engles' thesis, late-stage capitalism, the Soviet Union, and present-day China; but all in defense of capitalism without denying that it's going down the wrong road -- toward the barricades.

----------WHERE----------
Apple: https://apple.co/3czMcWN
iHeart: https://ihr.fm/31jq7cI
Castro: https://bit.ly/30DMYza
TuneIn: http://tun.in/pjT2Z
Google: https://bit.ly/3e2Z48M
Spotify: https://spoti.fi/3arP8mY
Castbox: https://bit.ly/3fJR5xQ
Stitcher: https://bit.ly/2C1M1GB
Overcast: https://bit.ly/2YyDsLa
PocketCast: https://pca.st/encarkdt
PodcastAddict: https://bit.ly/2V39Xjr

----------WHAT----------
The Economic Boom You Heard About Never Really Was
A Massive Problem That Has Them Searching For One

----------WHO----------
Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, manning the barricades in the CHAZ (Cayman Highball Armorik Zone).  Artwork by David Parkins, a modern-day Émile-Antoine Bayard.  Music track "The Ministry" by Howard Harper-Barnes at Epidemic Sound.

]]> Sat, 27 Jun 2020 16:00:00 -0400 Jeff Snider Jeff Snider 2790 The Communist Manifesto was in response to the 1820-30s. Marxism's worldwide appeal in the 1930s was a consequence of the 1920s. And now, in response to the 2010s, it's ascendant again. The Communist Manifesto was in response to the 1820-30s. Marxism's worldwide appeal in the 1930s was a consequence of the 1920s. And now, in response to the 2010s, it's ascendant again. Jeff Snider,Eurodollar University,Eurodollar,Eurodollars,Alhambra Investments,Alhambra,Emil,Emil Kalinowski,Communism,Marx,Marxism,Late-stage capitalism,Les Miserables,Terminal capitalism,capitalism,Friedrich Engels,Engels,Karl Marx,1825,1832,1930s,Silent Depression,Economic Depression,Great Depression,First General Crisis,Realclear Markets,Socialism No Reading Tea Leaves 14 14 Reading Tea Leaves full 83ebd620-f825-498f-b95a-e4cc52fea647 https://share.transistor.fm/s/bf797f23 Your podcaster shunned traditional university education and instead sought a guild apprenticeship. Drawn to parapsychology and the occult even as a sma' one, it was natural this podcaster's inclinations were in alchemy, phrenology, gryphography, cryptozoology and economics. However, The Inquisition and Salem Trials had somewhat narrowed opportunities in these first options; opportunities which are now reserved for only the most gifted. With an aptitude optimistically scored by one high-school counselor as "average", your podcaster nevertheless found a welcome home in economics. That field was supplemented with a minor in tasseomancy.

Sometimes called tassology or tasseography, it's the study of tea leaves for the purposes of divination, fortune telling and interpreting the political economy of China.  Yes, any economist can tell you about last month's results for industrial production, retail sales and fixed asset investment.  And Jeff Snider does, in this the fourteenth episode of Making Sense. 

We first steep and then drink West Lake's famous Dragon Well tea while discussing April's Treasury International Capital report, the echoes of 2013 and the Oktoberfest-in-June-like optimism of German Financiers. 

But then conversation turns to the political intrigue surrounding President Xi and Premier Li.  Peering inside our porcelain cups the upward strokes of the leaves indicate a stabilized GDP level.  The flourishes on the lower zone denote meticulous, yet highly creative accounting.  But if one observes the overall slant and the pressure of the leaves there's a suggestion of acute overcapacity, a complete lack of recovery, and a pronounced inclination toward stagnation.

If the monetary shadows are your fancy then the next time someone asks, 'Would you care for some tea or coffee?  Something stronger perhaps?' - you know what to say.


----------WHAT----------
Still TIC’ed Off In The Shadows In April
When Sentiment Flies
A Chinese Outbreak (of Li v. Xi, Round 2)


----------WHO----------
Jeff Snider, Head of Global Research at Alhambra Investments with Emil Kalinowski, who prefers his tea by leaf not by the bag.  Artwork by the Yellow Mountain Fur Peak of the paintbrush, David Parkins.  Song "Asian Fork Fight" by Lenzer at Epidemic Sound.  Apologies to Michele Mulroney and Kieran Mulroney, screenwriters for Warner Bros' Sherlock Holmes: A Game of Shadows.

]]> Your podcaster shunned traditional university education and instead sought a guild apprenticeship. Drawn to parapsychology and the occult even as a sma' one, it was natural this podcaster's inclinations were in alchemy, phrenology, gryphography, cryptozoology and economics. However, The Inquisition and Salem Trials had somewhat narrowed opportunities in these first options; opportunities which are now reserved for only the most gifted. With an aptitude optimistically scored by one high-school counselor as "average", your podcaster nevertheless found a welcome home in economics. That field was supplemented with a minor in tasseomancy.

Sometimes called tassology or tasseography, it's the study of tea leaves for the purposes of divination, fortune telling and interpreting the political economy of China.  Yes, any economist can tell you about last month's results for industrial production, retail sales and fixed asset investment.  And Jeff Snider does, in this the fourteenth episode of Making Sense. 

We first steep and then drink West Lake's famous Dragon Well tea while discussing April's Treasury International Capital report, the echoes of 2013 and the Oktoberfest-in-June-like optimism of German Financiers. 

But then conversation turns to the political intrigue surrounding President Xi and Premier Li.  Peering inside our porcelain cups the upward strokes of the leaves indicate a stabilized GDP level.  The flourishes on the lower zone denote meticulous, yet highly creative accounting.  But if one observes the overall slant and the pressure of the leaves there's a suggestion of acute overcapacity, a complete lack of recovery, and a pronounced inclination toward stagnation.

If the monetary shadows are your fancy then the next time someone asks, 'Would you care for some tea or coffee?  Something stronger perhaps?' - you know what to say.


----------WHAT----------
Still TIC’ed Off In The Shadows In April
When Sentiment Flies
A Chinese Outbreak (of Li v. Xi, Round 2)


----------WHO----------
Jeff Snider, Head of Global Research at Alhambra Investments with Emil Kalinowski, who prefers his tea by leaf not by the bag.  Artwork by the Yellow Mountain Fur Peak of the paintbrush, David Parkins.  Song "Asian Fork Fight" by Lenzer at Epidemic Sound.  Apologies to Michele Mulroney and Kieran Mulroney, screenwriters for Warner Bros' Sherlock Holmes: A Game of Shadows.

]]> Sat, 20 Jun 2020 16:30:00 -0400 Jeff Snider Jeff Snider 3000 Econometrics? Sure. But are you familiar with the study of tasseomancy? Never given it any serious thought? Then how can you possibly understand the Chinese economy? Econometrics? Sure. But are you familiar with the study of tasseomancy? Never given it any serious thought? Then how can you possibly understand the Chinese economy? Eurodollar University, Jeff Snider, Monetary Order, Central Banks, Alhambra Investments, Inflation, Deflation, Economy, Depression, Recession No The Great Portnoy 13 13 The Great Portnoy full 232918d2-b582-432f-b363-a4860818a15c https://share.transistor.fm/s/2fe489e6 Upon its release the book was met with popular indifference.  And no wonder.  A cautionary tale about indulgence, extravagance and social upheaval?  Right into the racing heart of the Roaring Twenties and its cloche hat wearing flappers, smoking Lucky Strikes and listening to jazz?  No thanks.  When Fitzgerald asked his editor about the book's reception he was told, "Sales situation doubtful, but excellent reviews."  The author, in response, closed with, "Yours in great depression."  It wasn't until the consequences of the Great Depression that the book achieved the acclaim it holds today.  Only in retrospect did perception resonate with plot.  Only in retrospect did the era seem an empty phantasm.

Our own 'Roaring Twenty' has no such excuse.  Unlike 1925 when economic depression was five years in front of those enormous yellow spectacles, our economy is 13 years in Daisy's rear-view mirror -- run over,  killed.  But you wouldn't know it if your radio was tuned to the business network.  When it was reported in early June that the US economy unexpectedly added 2.5 million jobs for the month of May it set off an orgy of dip buying, lest there be no dip left to buy.  David Portnoy, the Gatsby of our day and host of this stock market party leaves the invitation open to all via livestream and will tell you stocks only go, "Up! Up! Up! Up! Up!"

In this episode we discuss how even establishment-economist forecasts -- forecasts in which the economy runs pure -- implicitly anticipate a worse experience than 2008.  An experience from which the world never recovered; not really.  In this episode we emerge from sheltering in place and survey the landscape.  We see the Great Portnoy, hosting an elaborate party, in the Valley of Ashes.

----------WHEN----------
00:32 US Employment | Establishment / Household Survey
02:52 US Employment | Initial & Continuing Jobless Benefit Claims
04:59 US Employment | Economically Unemployed vs. Exogenous Shock Unemployment
12:51 World Economy | Consensus Two-Year Outlook for GDP
16:38 World Economy | The OECD W-Shaped Recovery Doesn't Factor in a Second Economic Wave
19:04 World Economy | World Bank Forecast as Warning that V is very L
22:09 US Consumers  | Revolving Consumer Credit Being Extinguished by Consumers
27:22 US Yield Caps | Talk of Yield Curve Caps and What About Yield Curve Control in Japan
32:01 US Yield Caps | World War II Experience with Yield Curve Ceilings
35:31 World Economy | The Worst is Behind Us Now We Survey the Damage

----------WHAT----------
What Did Everyone Think Was Going To Happen?
This Thing Is Only Getting Started; Or, *All* The V’s Are Light On The Right
Attention All “V” People
A Second Against Consumer Credit And Interest ‘Stimulus’
OMG The 30s!!!
From QE to Eternity: The Backdoor Yield Caps

----------WHO----------
Jeff Snider, Head of Global Research at Alhambra Investments with Emil Kalinowski, someone that's not invited to the party.  Artwork by David Parkins, the Francis Cugat of our Roaring Twenties.

]]> Upon its release the book was met with popular indifference.  And no wonder.  A cautionary tale about indulgence, extravagance and social upheaval?  Right into the racing heart of the Roaring Twenties and its cloche hat wearing flappers, smoking Lucky Strikes and listening to jazz?  No thanks.  When Fitzgerald asked his editor about the book's reception he was told, "Sales situation doubtful, but excellent reviews."  The author, in response, closed with, "Yours in great depression."  It wasn't until the consequences of the Great Depression that the book achieved the acclaim it holds today.  Only in retrospect did perception resonate with plot.  Only in retrospect did the era seem an empty phantasm.

Our own 'Roaring Twenty' has no such excuse.  Unlike 1925 when economic depression was five years in front of those enormous yellow spectacles, our economy is 13 years in Daisy's rear-view mirror -- run over,  killed.  But you wouldn't know it if your radio was tuned to the business network.  When it was reported in early June that the US economy unexpectedly added 2.5 million jobs for the month of May it set off an orgy of dip buying, lest there be no dip left to buy.  David Portnoy, the Gatsby of our day and host of this stock market party leaves the invitation open to all via livestream and will tell you stocks only go, "Up! Up! Up! Up! Up!"

In this episode we discuss how even establishment-economist forecasts -- forecasts in which the economy runs pure -- implicitly anticipate a worse experience than 2008.  An experience from which the world never recovered; not really.  In this episode we emerge from sheltering in place and survey the landscape.  We see the Great Portnoy, hosting an elaborate party, in the Valley of Ashes.

----------WHEN----------
00:32 US Employment | Establishment / Household Survey
02:52 US Employment | Initial & Continuing Jobless Benefit Claims
04:59 US Employment | Economically Unemployed vs. Exogenous Shock Unemployment
12:51 World Economy | Consensus Two-Year Outlook for GDP
16:38 World Economy | The OECD W-Shaped Recovery Doesn't Factor in a Second Economic Wave
19:04 World Economy | World Bank Forecast as Warning that V is very L
22:09 US Consumers  | Revolving Consumer Credit Being Extinguished by Consumers
27:22 US Yield Caps | Talk of Yield Curve Caps and What About Yield Curve Control in Japan
32:01 US Yield Caps | World War II Experience with Yield Curve Ceilings
35:31 World Economy | The Worst is Behind Us Now We Survey the Damage

----------WHAT----------
What Did Everyone Think Was Going To Happen?
This Thing Is Only Getting Started; Or, *All* The V’s Are Light On The Right
Attention All “V” People
A Second Against Consumer Credit And Interest ‘Stimulus’
OMG The 30s!!!
From QE to Eternity: The Backdoor Yield Caps

----------WHO----------
Jeff Snider, Head of Global Research at Alhambra Investments with Emil Kalinowski, someone that's not invited to the party.  Artwork by David Parkins, the Francis Cugat of our Roaring Twenties.

]]> Fri, 12 Jun 2020 11:00:00 -0400 Jeff Snider Jeff Snider 2254 American books and films published in 1925 will be entering the public domain next year. Included among them will be The Great Gatsby by F. Scott Fitzgerald. American books and films published in 1925 will be entering the public domain next year. Included among them will be The Great Gatsby by F. Scott Fitzgerald. Eurodollar University,Jeff Snider,Alhambra Investmentss,Non-Farm Payrolls,Initial Claims,Continuing Claims,Yield Curve Control,Yield Curve Caps,V-Shaped Recovery,L-Shaped Recovery No Mailbag 12 12 Mailbag full fc5cbd91-4d0f-4fa9-901c-1dcf549622af https://share.transistor.fm/s/8ab07677 Legendary figures took on the mantle of "Mail Carrier!" including: founding father Benjamin Franklin, Wells Fargo cowboys of the Pony Express, and nice guy Mr. McFeely from Mr. Rogers' Neighborhood.  In more recent decades the profession saw its reputation sullied.  Represented at one end of the spectrum by the austere, virginal, trivia-oracle Clifford C. Clavin, Jr. and at the other end the covetous and lurid Newman.

But in this episode of Making Sense, Jeff Snider endeavors to bring back the profession's good name, just like Kevin Costner did in The Postman, a 1997 escapist fable about a post-Apocalyptic America that begins to find its soul thanks to a mailman.  The film takes on a more documentary-like tone these days.  Snider as itinerant nomad, wandering the dystopian monetary order delivering long lost answers to bewildered people asking why -- in a world where a smokey haze obscures the horizon -- oil is more valuable underground and stock prices are lighter than air.  "Why? Why?! Why!"

Sure, Rotten Tomatoes gave The Postman an 8 percent rating with one reviewer thinking, 'Relative to this, Waterworld is Citizen Kane.'  Well, this podcaster disagrees and gives the movie 100 percent for British actress Olivia Williams alone.

Is the US Treasury deluge good?  Are banks opting out of the game?  What's the deal with foreign central banks and their dollar reserves?  Can the banking system function without central bank reserves?  Why buy lower-yielding sovereign debt from Europe or Japan instead of the US Treasury?  How to animate reserves?  Should we add asset managers to the Primary Dealer pool?  Is inflation low due to Chinese goods?  Why is the Federal Reserve buying mortgage backed securities?  Is it a violation of the Federal Reserve Act to buy risky assets?  Why is the S&P500 exploding higher?  Why was there inflation in the 1970s?

WHAT
Alhambra Investments
RealClear Markets
Metals & Markets Blog

WHO
Jeff Snider, Head of Global Research at Alhambra Investments with Emil Kalinowski, not mailman material.  Artwork by David Parkins, il primo ballerino of the colored pencil.

]]> Legendary figures took on the mantle of "Mail Carrier!" including: founding father Benjamin Franklin, Wells Fargo cowboys of the Pony Express, and nice guy Mr. McFeely from Mr. Rogers' Neighborhood.  In more recent decades the profession saw its reputation sullied.  Represented at one end of the spectrum by the austere, virginal, trivia-oracle Clifford C. Clavin, Jr. and at the other end the covetous and lurid Newman.

But in this episode of Making Sense, Jeff Snider endeavors to bring back the profession's good name, just like Kevin Costner did in The Postman, a 1997 escapist fable about a post-Apocalyptic America that begins to find its soul thanks to a mailman.  The film takes on a more documentary-like tone these days.  Snider as itinerant nomad, wandering the dystopian monetary order delivering long lost answers to bewildered people asking why -- in a world where a smokey haze obscures the horizon -- oil is more valuable underground and stock prices are lighter than air.  "Why? Why?! Why!"

Sure, Rotten Tomatoes gave The Postman an 8 percent rating with one reviewer thinking, 'Relative to this, Waterworld is Citizen Kane.'  Well, this podcaster disagrees and gives the movie 100 percent for British actress Olivia Williams alone.

Is the US Treasury deluge good?  Are banks opting out of the game?  What's the deal with foreign central banks and their dollar reserves?  Can the banking system function without central bank reserves?  Why buy lower-yielding sovereign debt from Europe or Japan instead of the US Treasury?  How to animate reserves?  Should we add asset managers to the Primary Dealer pool?  Is inflation low due to Chinese goods?  Why is the Federal Reserve buying mortgage backed securities?  Is it a violation of the Federal Reserve Act to buy risky assets?  Why is the S&P500 exploding higher?  Why was there inflation in the 1970s?

WHAT
Alhambra Investments
RealClear Markets
Metals & Markets Blog

WHO
Jeff Snider, Head of Global Research at Alhambra Investments with Emil Kalinowski, not mailman material.  Artwork by David Parkins, il primo ballerino of the colored pencil.

]]> Fri, 05 Jun 2020 11:00:00 -0400 Jeff Snider Jeff Snider 2584 Millennials may not know this, but many centuries ago mail came by bag not by vibration nor beep. Millennials may not know this, but many centuries ago mail came by bag not by vibration nor beep. Eurodollar University,Jeff Snider,Alhambra Investments,Mailbag,Federal Reserve,Monetary Order,Treasuries No The Worst V Since "V" 11 11 The Worst V Since "V" full 5388fb58-47cd-496e-bc0a-1f6c640988f5 https://share.transistor.fm/s/aa97b64d In the mid-80s parents allowed their children to watch an innocent-looking television program titled V thinking it was some kind of Sesame Street offshoot.  Imagine little Johnny and Suzy Q's horror when, instead of Reading Rainbow, they were watching a sci-fi melodrama about disguised reptilians.  The Visitors, presenting themselves as competent, benevolent beings here to teach the backwards ape a few things, were hiding behind masks -- including their beautiful smokeshow of a leader Diana -- and had actually come to harvest Earth's water and snack on humans.  A sophisticated allegory about economists?  Perhaps...

The mini-series had been the reigning champion of "Worst V of All Time" until the 2007-09 financial crisis, which sent the global economy off its post-World War Two trend.  Unlike all downturns since 1945, this one was different in that a plurality of economies representing a majority of global gross domestic product never regained their pre-crisis trend growth.  The V-shaped recovery that three generations had come to take for granted turned out to be a grossly misshapen, lizard-like L that was visible beneath the mask of positive numbers in all manner of broad economic accounts, including: global foreign direct investment, world merchandise trade, the 35-country Organisation for Economic Co-operation and Development industrial production index, etc.

In this eleventh episode of Making Sense, Jeff Snider, Chief Investment Officer of Alhambra Investments (and Resistance Leader) explains why 2020 may surpass the intergalactic reptiles AND dethrone 2007-09.  We review the US Congressional Budget Office's very un-V forecast through 2021, estimate in trillions the depth of the contraction in the US, put into context Washington D.C.'s inadequate-sized stimulus and review the Euro Area's broad survey of economic confidence.

No iguanas were hurt in this episode.

WHAT
Getting A Sense of the Economy’s Current Hole and How the Government’s Measures To Fill It (Don’t) Add Up
The *Optimists* Have Some Terrible News For the ‘V’
What Would The Hole Be Without The ‘L’?
What Flood?

WHO
Jeff Snider, Head of Global Research at Alhambra Investments with Emil Kalinowski, still working on his ABCs.  Artwork by David Parkins, mammal.

]]> In the mid-80s parents allowed their children to watch an innocent-looking television program titled V thinking it was some kind of Sesame Street offshoot.  Imagine little Johnny and Suzy Q's horror when, instead of Reading Rainbow, they were watching a sci-fi melodrama about disguised reptilians.  The Visitors, presenting themselves as competent, benevolent beings here to teach the backwards ape a few things, were hiding behind masks -- including their beautiful smokeshow of a leader Diana -- and had actually come to harvest Earth's water and snack on humans.  A sophisticated allegory about economists?  Perhaps...

The mini-series had been the reigning champion of "Worst V of All Time" until the 2007-09 financial crisis, which sent the global economy off its post-World War Two trend.  Unlike all downturns since 1945, this one was different in that a plurality of economies representing a majority of global gross domestic product never regained their pre-crisis trend growth.  The V-shaped recovery that three generations had come to take for granted turned out to be a grossly misshapen, lizard-like L that was visible beneath the mask of positive numbers in all manner of broad economic accounts, including: global foreign direct investment, world merchandise trade, the 35-country Organisation for Economic Co-operation and Development industrial production index, etc.

In this eleventh episode of Making Sense, Jeff Snider, Chief Investment Officer of Alhambra Investments (and Resistance Leader) explains why 2020 may surpass the intergalactic reptiles AND dethrone 2007-09.  We review the US Congressional Budget Office's very un-V forecast through 2021, estimate in trillions the depth of the contraction in the US, put into context Washington D.C.'s inadequate-sized stimulus and review the Euro Area's broad survey of economic confidence.

No iguanas were hurt in this episode.

WHAT
Getting A Sense of the Economy’s Current Hole and How the Government’s Measures To Fill It (Don’t) Add Up
The *Optimists* Have Some Terrible News For the ‘V’
What Would The Hole Be Without The ‘L’?
What Flood?

WHO
Jeff Snider, Head of Global Research at Alhambra Investments with Emil Kalinowski, still working on his ABCs.  Artwork by David Parkins, mammal.

]]> Fri, 29 May 2020 11:00:00 -0400 Jeff Snider Jeff Snider 2229 The 2020 economic recovery is shaping up to be the worse V since "V", the 1980s American mini-series. The 2020 economic recovery is shaping up to be the worse V since "V", the 1980s American mini-series. Jeff Snider,Eurodollar University,Alhambra Investments,Depression,V-Shaped Recovery,Economy No Stock Magiq 10 10 Stock Magiq full ee7879e7-339e-46ca-811c-5c2a017d5d31 https://share.transistor.fm/s/57251fa8 We are informed by the financial press the agitated creation of reserves are, to capital market participants, a mix of whiskey and Felix Felicis; liquid courage and luck.  The first manifestation of the wealth effect, which will encourage households to consume and corporations to invest.  The financial market animal spirit.  The economist's Patronus Charm. 

But what did the Federal Reserve do - and more importantly not do - in 1929, 1987 and throughout 2008-20 to support US stock markets?  When was there a direct link between bank-created money and the stock market?  And when was there nothing more tangible than "expectations policy" - the modern equivalent of the warlock's frantic charms, hexes, jinxing and spell-casting?

Also, Federal Reserve Chairman Jerome Powell was interviewed on the American news program 60 Minutes this week.  He said, the Fed saw the market meltdown coming, that the central bank increased money supply - he says they can print 'real' money too, you know  - that there's no limit to what they can do to support the economy (and also that the said economy may not 'get back to zero' until the end of 2021).  We review the interview by pointing out what the smoke is obscuring, where the mirrors have been placed, and discuss how "theatricality and deception are powerful agents to the uninitiated." 

WHAT
Stocks Haven’t Been Moneyed
The Reason For So Many Lies: He Finally Realizes He’s In Way Over His Head

WHO
Jeff Snider, Chief Investment Officer of Alhambra Investments with Emil Kalinowski, a physical (precious metals) man; artwork by David Parkins, sculptor of the color wheel.

]]> We are informed by the financial press the agitated creation of reserves are, to capital market participants, a mix of whiskey and Felix Felicis; liquid courage and luck.  The first manifestation of the wealth effect, which will encourage households to consume and corporations to invest.  The financial market animal spirit.  The economist's Patronus Charm. 

But what did the Federal Reserve do - and more importantly not do - in 1929, 1987 and throughout 2008-20 to support US stock markets?  When was there a direct link between bank-created money and the stock market?  And when was there nothing more tangible than "expectations policy" - the modern equivalent of the warlock's frantic charms, hexes, jinxing and spell-casting?

Also, Federal Reserve Chairman Jerome Powell was interviewed on the American news program 60 Minutes this week.  He said, the Fed saw the market meltdown coming, that the central bank increased money supply - he says they can print 'real' money too, you know  - that there's no limit to what they can do to support the economy (and also that the said economy may not 'get back to zero' until the end of 2021).  We review the interview by pointing out what the smoke is obscuring, where the mirrors have been placed, and discuss how "theatricality and deception are powerful agents to the uninitiated." 

WHAT
Stocks Haven’t Been Moneyed
The Reason For So Many Lies: He Finally Realizes He’s In Way Over His Head

WHO
Jeff Snider, Chief Investment Officer of Alhambra Investments with Emil Kalinowski, a physical (precious metals) man; artwork by David Parkins, sculptor of the color wheel.

]]> Fri, 22 May 2020 11:00:00 -0400 Jeff Snider Jeff Snider 2344 Then: a man or a woman who is a medium or a wizard was ascribed powers of enchantment and the supernatural. Now: a monetary technocrat is imbued with necromancy, conjuring money out of thin air and levitating stock markets. Then: a man or a woman who is a medium or a wizard was ascribed powers of enchantment and the supernatural. Now: a monetary technocrat is imbued with necromancy, conjuring money out of thin air and levitating stock markets. Jeff Snider,Eurodollar University,Alhambra Investments,Emil Kalinowski,QE,Federal Reserve,Stock Markets No Japanification 9 9 Japanification full 3d98225f-4d4c-4142-8c5c-3ed1e0b066f9 https://share.transistor.fm/s/c963bca0 It is often said that there is, "nothing new under the sun", and with a few exceptions (e.g. negative nominal interest rates, negatively priced oil, TikTok) that is true, even with a monetary gewgaw like quantitative easing.  Japan, so as to revive its economy, has been implementing different flavors of QE for just under two decades now (that's all one really needs to know about its effectiveness).  In this episode we explore what lead up to the first QE program with a tour guide: Milton Friedman.

What was Friedman's analysis of 1970-90 from the perspective of money supply and economic activity?  How did the Bank of Japan seemingly lose its way during the 1990s when it had 'got it all right' during the 70s and 80s?  Why did Friedman believe that QE would be the solution?  Why did the Japanese bond market disagree from the get-go?  Why is a sovereign bond market important anyway?  Why do low rates - not high - signal monetary tightness and vice versa? 

On the other side of the Pacific, in late 2001, with the Good Ship Q.E. having already been launched,  researcher Mark Spiegel from the Federal Reserve Bank of San Francisco raised a critical question: what if private banks don't want to put this newly 'printed money' to work?  In Japan that question has remained unanswered for two decades.  In the United States and Europe?  Over a decade.  Is it a matter of difficulty or ideology that impedes the answer?  We believe it is the latter.

WHAT
There Was Never A Need To Translate ‘Weimar’ Into Japanese by Jeff Snider
Reviving Japan by Milton Friedman
Quantitative Easing by the Bank of Japan by Mark Spiegel
A Tally of 23 Japanese QEs by Jeff Snider

WHO
Jeff Snider, Chief Investment Officer of Alhambra Investments and Emil Kalinowski, not bad at fantasy football.  Artwork by David Parkins, curator of the illustrated aesthetic.

]]> It is often said that there is, "nothing new under the sun", and with a few exceptions (e.g. negative nominal interest rates, negatively priced oil, TikTok) that is true, even with a monetary gewgaw like quantitative easing.  Japan, so as to revive its economy, has been implementing different flavors of QE for just under two decades now (that's all one really needs to know about its effectiveness).  In this episode we explore what lead up to the first QE program with a tour guide: Milton Friedman.

What was Friedman's analysis of 1970-90 from the perspective of money supply and economic activity?  How did the Bank of Japan seemingly lose its way during the 1990s when it had 'got it all right' during the 70s and 80s?  Why did Friedman believe that QE would be the solution?  Why did the Japanese bond market disagree from the get-go?  Why is a sovereign bond market important anyway?  Why do low rates - not high - signal monetary tightness and vice versa? 

On the other side of the Pacific, in late 2001, with the Good Ship Q.E. having already been launched,  researcher Mark Spiegel from the Federal Reserve Bank of San Francisco raised a critical question: what if private banks don't want to put this newly 'printed money' to work?  In Japan that question has remained unanswered for two decades.  In the United States and Europe?  Over a decade.  Is it a matter of difficulty or ideology that impedes the answer?  We believe it is the latter.

WHAT
There Was Never A Need To Translate ‘Weimar’ Into Japanese by Jeff Snider
Reviving Japan by Milton Friedman
Quantitative Easing by the Bank of Japan by Mark Spiegel
A Tally of 23 Japanese QEs by Jeff Snider

WHO
Jeff Snider, Chief Investment Officer of Alhambra Investments and Emil Kalinowski, not bad at fantasy football.  Artwork by David Parkins, curator of the illustrated aesthetic.

]]> Fri, 15 May 2020 11:00:00 -0400 Jeff Snider Jeff Snider 1977 Dr. Milton Friedman, in a December 1997 article, correctly diagnosed what was wrong with the Japanese economy: not enough money. His prescription? Quantitative easing. It was, unfortunately, malpractice. In late April 2020, the Bank of Japan announced its 24th iteration of it. Maaaaaaaaaaaaaaaaaaaaaaaalpractice. Dr. Milton Friedman, in a December 1997 article, correctly diagnosed what was wrong with the Japanese economy: not enough money. His prescription? Quantitative easing. It was, unfortunately, malpractice. In late April 2020, the Bank of Japan announced its Jeff Snider,Eurodollar University,Japan,Japanification,Quantitative Easing,Milton Friedman,Emil Kalinowski No Mailbag 8 8 Mailbag full 4c2980eb-e21b-457c-a181-ba526e9e60d7 https://share.transistor.fm/s/07b84130 Will unlimited dollar swaps by the Federal Reserve solve the dollar shortage?  How does collateral shortage in the repo market affect, for example, equities?  Why does the gold price plunges when there are collateral fails in the repo market?  Does re-pledging and/or re-hypothecation take place in the repo market?  If there's liquidity crisis, why do corporations get such cheap loans still?  Interest rate swaps go negative; what does it mean?  Why aren't bank reserves useful to the monetary system?  Why does a financial entity sell cash to buy a Treasury to put it up as collateral to get cash; wut?  What is an individual to do in this chaos?  Does stress in the interbank markets reach the real economy and if so, how?  What is your definition of inflation and does asset inflation factor in?

Sadly, we did not get to each inquiry.  Also, some did not really pose questions but took the opportunity to send death threats and ransom notes; we love the passion!  (But yes, we didn't get to those either.)  However, please continue asking questions on Twitter and YouTube, and if we - or someone from the community - don't answer there, we hope to do so on a future show.

WHAT
Alhambra Investments
RealClear Markets
Metals & Markets Blog

WHO
@JeffSnider_AIP, Head of Global Research at Alhambra Investments with @EmilKalinowski, professional gentleman of leisure.  Artwork by David Parkins, paintbrush performance artist.

]]> Will unlimited dollar swaps by the Federal Reserve solve the dollar shortage?  How does collateral shortage in the repo market affect, for example, equities?  Why does the gold price plunges when there are collateral fails in the repo market?  Does re-pledging and/or re-hypothecation take place in the repo market?  If there's liquidity crisis, why do corporations get such cheap loans still?  Interest rate swaps go negative; what does it mean?  Why aren't bank reserves useful to the monetary system?  Why does a financial entity sell cash to buy a Treasury to put it up as collateral to get cash; wut?  What is an individual to do in this chaos?  Does stress in the interbank markets reach the real economy and if so, how?  What is your definition of inflation and does asset inflation factor in?

Sadly, we did not get to each inquiry.  Also, some did not really pose questions but took the opportunity to send death threats and ransom notes; we love the passion!  (But yes, we didn't get to those either.)  However, please continue asking questions on Twitter and YouTube, and if we - or someone from the community - don't answer there, we hope to do so on a future show.

WHAT
Alhambra Investments
RealClear Markets
Metals & Markets Blog

WHO
@JeffSnider_AIP, Head of Global Research at Alhambra Investments with @EmilKalinowski, professional gentleman of leisure.  Artwork by David Parkins, paintbrush performance artist.

]]> Tue, 12 May 2020 10:00:00 -0400 Jeff Snider Jeff Snider 2686 On September 21, 1897 the The Sun, a newspaper out of New York, printed an editorial in response to a letter from eight-year old Virginia O'Hanlon. "Yes, Virginia, there is a Santa Claus," came the reply. In that tradition, Making Sense presents episode eight, in which we answer your questions. On September 21, 1897 the The Sun, a newspaper out of New York, printed an editorial in response to a letter from eight-year old Virginia O'Hanlon. "Yes, Virginia, there is a Santa Claus," came the reply. In that tradition, Making Sense presents episode e Jeff Snider,Eurodollar University,Repo,Reserves,Dollar Swaps,Rehypothecation,Economy,Finance,Emil Kalinowski No No Modern Weimar Republic Here 7 7 No Modern Weimar Republic Here full a20271ca-eae9-4a3c-9463-f3fbcfd31079 https://share.transistor.fm/s/5ceeab18 Quantitative easing, like foie gras, is controversial.  The gavage-based production of duck and goose livers is considered cruel to the animal, gorged helplessly as it is in a pen.  Central banks likewise perform a force-feeding, a monetary gavage of reserves forced onto the private bank balance sheet.  What makes it a peculiar practice is that the monetary farmer expects this gorged banking goose to then dance around carefree - honking out credit at every passing leaf or tussled blade of grass. 

Since 2001 this 'monetary husbandry' has failed.  In Japan, the United States, Britain and Europe.  (Worse still, the result isn't a rich, buttery and delicate specialty that could be enjoyed with some mustard seeds and green beans in duck jus.)  In this episode we review three articles that delve even farther back in history, to the Great Depression, to show that similar sounding solutions didn't work then either. 

The fear of unchecked inflation - "Weimar", for short - now that fiscal authorities and central banks are both encouraging the leaden economy to flap its wings is therefore misplaced.  At least, not until wholesale reform of process and procedures within the modern central bank.  Not until credibility and competence is prioritized over its credentials.

WHERE
@JeffSnider_AIP
@EmilKalinowski

WHAT
Weimar Ben Didn’t Happen, So Now Weimar Jay?
Weimar Thirties Didn’t Happen Because It’s What You Don’t See
Everyone Knows The Gov’t Wants A ‘Controlled’ Weimar
Chicago Fed's Monetary Policy in a Lower Interest Rate Environment

WHO
Jeff Snider, Head of Global Research at Alhambra Investments with Emil Kalinowski, one of several people - along with Archibald Leach, Bernard Schwartz and Lucille LeSueur - who've never been in your kitchen.  Artwork by the Brunelleschi of our day, David Parkins.

]]> Quantitative easing, like foie gras, is controversial.  The gavage-based production of duck and goose livers is considered cruel to the animal, gorged helplessly as it is in a pen.  Central banks likewise perform a force-feeding, a monetary gavage of reserves forced onto the private bank balance sheet.  What makes it a peculiar practice is that the monetary farmer expects this gorged banking goose to then dance around carefree - honking out credit at every passing leaf or tussled blade of grass. 

Since 2001 this 'monetary husbandry' has failed.  In Japan, the United States, Britain and Europe.  (Worse still, the result isn't a rich, buttery and delicate specialty that could be enjoyed with some mustard seeds and green beans in duck jus.)  In this episode we review three articles that delve even farther back in history, to the Great Depression, to show that similar sounding solutions didn't work then either. 

The fear of unchecked inflation - "Weimar", for short - now that fiscal authorities and central banks are both encouraging the leaden economy to flap its wings is therefore misplaced.  At least, not until wholesale reform of process and procedures within the modern central bank.  Not until credibility and competence is prioritized over its credentials.

WHERE
@JeffSnider_AIP
@EmilKalinowski

WHAT
Weimar Ben Didn’t Happen, So Now Weimar Jay?
Weimar Thirties Didn’t Happen Because It’s What You Don’t See
Everyone Knows The Gov’t Wants A ‘Controlled’ Weimar
Chicago Fed's Monetary Policy in a Lower Interest Rate Environment

WHO
Jeff Snider, Head of Global Research at Alhambra Investments with Emil Kalinowski, one of several people - along with Archibald Leach, Bernard Schwartz and Lucille LeSueur - who've never been in your kitchen.  Artwork by the Brunelleschi of our day, David Parkins.

]]> Fri, 08 May 2020 11:30:00 -0400 Jeff Snider Jeff Snider 2417 The monetary system is missing of money. Expectation of its return is no longer enough; actual recreation of modern money is needed. That job belongs to the private sector, the banks. It was true of the 1930s, and true of present day. The monetary system is missing of money. Expectation of its return is no longer enough; actual recreation of modern money is needed. That job belongs to the private sector, the banks. It was true of the 1930s, and true of present day. Jeff Snider,Eurodollar University,Emil Kalinowski,Alhambra Investments,Weimar Germany,Bank Reserves,Inflation No Fragile, Complex Systems 6 6 Fragile, Complex Systems full b15d35c7-16ac-425c-9661-99d3997efbd6 https://share.transistor.fm/s/830f1d11 In 1929 a plague struck Florida resulting in an overwhelming government response.  The consequences were not only agricultural but financial as banks, heavily exposed to the Sunshine State's horticulture sector, approached insolvency.  Bank stability, Federal Reserve responses and a suitcase stuffed with six million dollars are all part of the thrilling story.  But so is the notion of bureaucratic delay, wild swings from hope to despair (and back), contemporary titans of industry offering reassuring words, and the impotence of human effort against the monstrous chaos of a complex system reverting back towards simplicity.

In today's day, the US Treasury bond market was warning for the better part of two years that the monetary, financial and economic - to say nothing of the political and social - facets of our system were fragile.  Weak.  Already enervated by six years of political upheaval and a dozen years of monetary disorder.  The virus was the banana peel upon the wall that Humpty Dumpty was dancing on.

The United States and European Union GDP estimates for the first quarter corroborate the bond market's opinion.  Though the virus, and the government response to it, only took hold in the final month of the quarter (with exceptions of course, Italy for example) the result was catastrophic nonetheless.  In other words, the US and EU economies were already stumbling about the street, late at night after a 12-year bender when Corona stepped out from the shadowy alleyway with a billy club and an appetite for mayhem.

1929 Florida Plague as Parable
Bond Markets Dismiss Fed
Q1 US GDP
Q1 EU GDP

Jeff Snider, Head of Global Research at Alhambra Investments and Officer of the Offshore with Emil Kalinowski, Getting His Pump On.  Artwork by the Caravaggio of caricature, David Parkins.

]]> In 1929 a plague struck Florida resulting in an overwhelming government response.  The consequences were not only agricultural but financial as banks, heavily exposed to the Sunshine State's horticulture sector, approached insolvency.  Bank stability, Federal Reserve responses and a suitcase stuffed with six million dollars are all part of the thrilling story.  But so is the notion of bureaucratic delay, wild swings from hope to despair (and back), contemporary titans of industry offering reassuring words, and the impotence of human effort against the monstrous chaos of a complex system reverting back towards simplicity.

In today's day, the US Treasury bond market was warning for the better part of two years that the monetary, financial and economic - to say nothing of the political and social - facets of our system were fragile.  Weak.  Already enervated by six years of political upheaval and a dozen years of monetary disorder.  The virus was the banana peel upon the wall that Humpty Dumpty was dancing on.

The United States and European Union GDP estimates for the first quarter corroborate the bond market's opinion.  Though the virus, and the government response to it, only took hold in the final month of the quarter (with exceptions of course, Italy for example) the result was catastrophic nonetheless.  In other words, the US and EU economies were already stumbling about the street, late at night after a 12-year bender when Corona stepped out from the shadowy alleyway with a billy club and an appetite for mayhem.

1929 Florida Plague as Parable
Bond Markets Dismiss Fed
Q1 US GDP
Q1 EU GDP

Jeff Snider, Head of Global Research at Alhambra Investments and Officer of the Offshore with Emil Kalinowski, Getting His Pump On.  Artwork by the Caravaggio of caricature, David Parkins.

]]> Fri, 01 May 2020 11:00:00 -0400 Jeff Snider Jeff Snider 2332 Hubris. It will get us to the stars but seduce us into believing we belong there. Today, monetary authorities suffer it, believing they can manage the nonlinearity, emergence, spontaneous order, adaptation, and feedback loops of the unravelling. Hubris. It will get us to the stars but seduce us into believing we belong there. Today, monetary authorities suffer it, believing they can manage the nonlinearity, emergence, spontaneous order, adaptation, and feedback loops of the unravelling. Eurodollar University, Jeff Snider, Fragility, Complex Systems, Depression, Q1 GDP, Federal Reserve, Bond Markets No Modern Myths 5 5 Modern Myths full f26bcf33-f133-4ed0-b646-ec3176759fd7 https://share.transistor.fm/s/36188409 The Earl of the Eurodollar Jeff Snider (@JeffSnider_AIP), Chief Investment Officer at Alhambra Investments and Emil Kalinowski (@EmilKalinowski) discuss the four topics.

First, what happened this past week when the price of oil to be delivered in May was priced at a negative $50(ish) dollars per barrel?  And much more importantly than the bizarre price, what does the back-half of the oil futures curve say about the medium-term condition of the global economy?  Nothing good unfortunately.

Second, why do well respected names in the financial industry continue to believe that US Treasury yields will rise?  They are called Bond Kings and one of them recently had to take off his crown (temporarily).  But was it the Fed's changing policy that caused the change of heart?  Or was it the bond market all along who was signaling the bond kings wore crowns but nothing else?

Third, the important German ZEW survey shows very sharp pick-up in optimism.  No surprise, ZEW survey respondents traditionally respond very positively to central bank 'liquidity' programs, even if the real economy does not follow through. It is the legendary Greenspan Put gone international.

Fourth, the multi-decade Japanese experience regarding 'overwhelming' purchases of stocks and bonds is instructive for investors counting other advanced economy central banks buying financial instruments.  It seems bullish, on the surface at least.  But recently the Bank of Japan opened the taps and increased their equity purchases to record amounts.  The result?  A 31 percent decline.  You're welcome.

Alhambra Investment articles discussed:
Let Japan Show You Again Just How Laughable The Idea That Central Banks Can Support Markets
The Greenspan Bell
The Fallen Kings & The Bond Throne of Collateral
What Was Monday’s Negative Oil, And Why It Was Overshadowed On Tuesday

]]> The Earl of the Eurodollar Jeff Snider (@JeffSnider_AIP), Chief Investment Officer at Alhambra Investments and Emil Kalinowski (@EmilKalinowski) discuss the four topics.

First, what happened this past week when the price of oil to be delivered in May was priced at a negative $50(ish) dollars per barrel?  And much more importantly than the bizarre price, what does the back-half of the oil futures curve say about the medium-term condition of the global economy?  Nothing good unfortunately.

Second, why do well respected names in the financial industry continue to believe that US Treasury yields will rise?  They are called Bond Kings and one of them recently had to take off his crown (temporarily).  But was it the Fed's changing policy that caused the change of heart?  Or was it the bond market all along who was signaling the bond kings wore crowns but nothing else?

Third, the important German ZEW survey shows very sharp pick-up in optimism.  No surprise, ZEW survey respondents traditionally respond very positively to central bank 'liquidity' programs, even if the real economy does not follow through. It is the legendary Greenspan Put gone international.

Fourth, the multi-decade Japanese experience regarding 'overwhelming' purchases of stocks and bonds is instructive for investors counting other advanced economy central banks buying financial instruments.  It seems bullish, on the surface at least.  But recently the Bank of Japan opened the taps and increased their equity purchases to record amounts.  The result?  A 31 percent decline.  You're welcome.

Alhambra Investment articles discussed:
Let Japan Show You Again Just How Laughable The Idea That Central Banks Can Support Markets
The Greenspan Bell
The Fallen Kings & The Bond Throne of Collateral
What Was Monday’s Negative Oil, And Why It Was Overshadowed On Tuesday

]]> Fri, 24 Apr 2020 11:00:00 -0400 Jeff Snider Jeff Snider 2744 Ancient myths, like Crete's Minotaur or the Monkey King, are not taken seriously. But what of modern ones like the Greenspan Put, stock buying Bank of Japan or Treasury selling bond kings? They are, with a Pavlovian-like response by the financial press, celebrated. Ancient myths, like Crete's Minotaur or the Monkey King, are not taken seriously. But what of modern ones like the Greenspan Put, stock buying Bank of Japan or Treasury selling bond kings? They are, with a Pavlovian-like response by the financial press, Eurodollar University, Jeff Snider, Negative Oil, Bond Kings, Bank of Japan, Greenspan Put No Oil Bears, Equity Bulls 4 4 Oil Bears, Equity Bulls full e3fdc09a-3e7a-4b24-823e-012e98361bc3 https://share.transistor.fm/s/f9b89d91 Jeff Snider, Chief Investment Officer of Alhambra Investments and Baron of the Balance Sheet @JeffSnider_AIP and Emil Kalinowski, Not Hard on the Eyes @EmilKalinowski.

The World Trade Organization offered two outlooks for 2020-21, one that is not terrible and the other distinctly so.  Jeff and Emil discuss how getting back to previous levels would be an impressive achievement in itself and how it suggests that central bank actions are limited in their impact on the broader economy.

The US labor force shrank a horrifying 1.6 million people in March which is almost as much as the entire 2007-09 contraction.  Jeff explains what the difference is between unemployment and exiting the labor force entirely.

The oil market has experienced a conniption fit over the last month but in the last couple of weeks only the front half of the futures curve is still having a full body dry heave.  The back half, the half that represents market expectations of future economic activity levels, has settled down.  Where it has gotten cozy offers no inspiration about the economic outlook.

]]> Jeff Snider, Chief Investment Officer of Alhambra Investments and Baron of the Balance Sheet @JeffSnider_AIP and Emil Kalinowski, Not Hard on the Eyes @EmilKalinowski.

The World Trade Organization offered two outlooks for 2020-21, one that is not terrible and the other distinctly so.  Jeff and Emil discuss how getting back to previous levels would be an impressive achievement in itself and how it suggests that central bank actions are limited in their impact on the broader economy.

The US labor force shrank a horrifying 1.6 million people in March which is almost as much as the entire 2007-09 contraction.  Jeff explains what the difference is between unemployment and exiting the labor force entirely.

The oil market has experienced a conniption fit over the last month but in the last couple of weeks only the front half of the futures curve is still having a full body dry heave.  The back half, the half that represents market expectations of future economic activity levels, has settled down.  Where it has gotten cozy offers no inspiration about the economic outlook.

]]> Fri, 17 Apr 2020 11:00:00 -0400 Jeff Snider Jeff Snider 2095 The World Trade Organization's projections, America's labor force participation and the oil futures market are each suggesting that long-term economic damage has already been absorbed. A sharp, smart global recovery looks improbable. The World Trade Organization's projections, America's labor force participation and the oil futures market are each suggesting that long-term economic damage has already been absorbed. A sharp, smart global recovery looks improbable. Economy, Oil Futures, World Trade Organization, Labor Force, Great Financial Crisis, Eurodollar University No Confronting the Dollar Bull 3 3 Confronting the Dollar Bull full 2f9763e0-d45b-4842-8639-1bf32498072d https://share.transistor.fm/s/8d8eadbb We draw on five articles posted at Alhambra Investments to draw out the difference between a central bank - central to money supply - and a bank authority - central to a smooth functioning banking system.  Jeff notes that we are not facing a local banking crisis that requires a banking authority but an international 'money' supply problem (there's not enough of it).  Not only is the Fed not central to that money supply but nobody is.  

Interestingly Jeff is not concerned about another banking crisis per se as the banks have been barricading themselves behind "fortress balance sheets" for a dozen years now.  Also, Jeff explains why he's not - for now - concerned about a sovereign debt default cycle nor a corporate credit default cycle.  Instead he fears a 2008-style (or worse) liquidity crisis.  This entirely plausible - and perhaps straight up probable - crisis would then starve perfectly healthy businesses of the required funding to keep operating.

Articles covered include: "What Is The Fed’s New FIMA? The Potential For A SHADOW Shadow Run Is Very Real", "Banks Or (euro)Dollars? That Is The (only) Question", "(No) Dollars And (No) Sense: Eighty Argentinas", "Dollar, Not Bank" and "The Empty Bank".

]]> We draw on five articles posted at Alhambra Investments to draw out the difference between a central bank - central to money supply - and a bank authority - central to a smooth functioning banking system.  Jeff notes that we are not facing a local banking crisis that requires a banking authority but an international 'money' supply problem (there's not enough of it).  Not only is the Fed not central to that money supply but nobody is.  

Interestingly Jeff is not concerned about another banking crisis per se as the banks have been barricading themselves behind "fortress balance sheets" for a dozen years now.  Also, Jeff explains why he's not - for now - concerned about a sovereign debt default cycle nor a corporate credit default cycle.  Instead he fears a 2008-style (or worse) liquidity crisis.  This entirely plausible - and perhaps straight up probable - crisis would then starve perfectly healthy businesses of the required funding to keep operating.

Articles covered include: "What Is The Fed’s New FIMA? The Potential For A SHADOW Shadow Run Is Very Real", "Banks Or (euro)Dollars? That Is The (only) Question", "(No) Dollars And (No) Sense: Eighty Argentinas", "Dollar, Not Bank" and "The Empty Bank".

]]> Fri, 03 Apr 2020 11:00:00 -0400 Jeff Snider Jeff Snider 1891 Jeff Snider (@JeffSnider_AIP), Chief Investment Officer at Alhambra Investments and Prince of Shadows (banking), as well as Emil Kalinowski (@EmilKalinowski) discuss the Federal Reserve latest emergency liquidity programs as well as the International Monetary Fund's 'conservative' estimate of needing $2.5 trillion to cover the 80 requests it has received for emergency funding. Jeff Snider (@JeffSnider_AIP), Chief Investment Officer at Alhambra Investments and Prince of Shadows (banking), as well as Emil Kalinowski (@EmilKalinowski) discuss the Federal Reserve latest emergency liquidity programs as well as the International Mone Jeff Snider, Federal Reserve, IMF, International Monetary Fund, FIMA, Central Banks No Greatest Liquidity Event Since Noah? 2 2 Greatest Liquidity Event Since Noah? full 8e45dce2-1704-4174-8c93-4ab73683e30f https://share.transistor.fm/s/37f7a022 Jeff Snider, Alhambra Investments Chief Investment Officer (@JeffSnider_AIP) and Emil Kalinowski (@EmilKalinowski) review three topics.  We review three articles Jeff wrote this week, trying to explain them a bit more than perhaps may be apparent at first glance. 

Firstly, why repurchase agreement stresses materialize prior to quarter-end.  Secondly, why low-low-low-limbo-proof interest rates (e.g. effective Federal Funds, overnight repo market rates) are not signalling success but further interbank stress.  Thirdly, why LIBOR and near-month Eurodollar futures are rising despite the "greatest liquidity event since Noah".

]]> Jeff Snider, Alhambra Investments Chief Investment Officer (@JeffSnider_AIP) and Emil Kalinowski (@EmilKalinowski) review three topics.  We review three articles Jeff wrote this week, trying to explain them a bit more than perhaps may be apparent at first glance. 

Firstly, why repurchase agreement stresses materialize prior to quarter-end.  Secondly, why low-low-low-limbo-proof interest rates (e.g. effective Federal Funds, overnight repo market rates) are not signalling success but further interbank stress.  Thirdly, why LIBOR and near-month Eurodollar futures are rising despite the "greatest liquidity event since Noah".

]]> Fri, 27 Mar 2020 11:00:00 -0400 Jeff Snider Jeff Snider 2219 Jeff Snider (@JeffSnider_AIP) and Emil Kalinowski (@EmilKalinowski) review three topics: repurchase agreement stresses, low interest rates signalling disorder and why LIBOR doesn't think the Fed's new program is the greatest liquidity event since Noah. Jeff Snider (@JeffSnider_AIP) and Emil Kalinowski (@EmilKalinowski) review three topics: repurchase agreement stresses, low interest rates signalling disorder and why LIBOR doesn't think the Fed's new program is the greatest liquidity event since Noah. Jeffrey Snider, Eurodollars, Repo Market, LIBOR,Fails, Effective Federal Funds Rate No QE-Infinity is a Laundromat Token 1 1 QE-Infinity is a Laundromat Token full 92ddb047-0bdd-41a0-95b4-c0e5c59b0f3f https://share.transistor.fm/s/6f2f0586 This inaugural episode discusses the goal of building a collaborative, educational community to discuss the creation, destruction and redistribution of modern monetary formats throughout the global economy.  A strange kind of money, so unlike what we're used to seeing in our pockets, but a money that is needed to finance activity, trade and progress. 

We briefly touched upon the nature of money, the un-centralness of central banks and identified the financial collateral markets - not cash or bank reserves - as the source of the monetary disorder that has spilled out into the broader economy in conjunction with the developing international health emergency.  The disorder is in the repurchase agreement market and it lies with collateral, specifically there's not enough of it.  Hence, these intermittent liquidity squeezes that have over the past 12 years spread like contagion into the wider economy.  

"You can't take out your spine and hope to stand up; that's really what the [repurchase agreement] market is.  The way the repo market functions is more collateral-based than it is bank reserves or cash.  The lack of collateral is a massive, massive problem."

]]> This inaugural episode discusses the goal of building a collaborative, educational community to discuss the creation, destruction and redistribution of modern monetary formats throughout the global economy.  A strange kind of money, so unlike what we're used to seeing in our pockets, but a money that is needed to finance activity, trade and progress. 

We briefly touched upon the nature of money, the un-centralness of central banks and identified the financial collateral markets - not cash or bank reserves - as the source of the monetary disorder that has spilled out into the broader economy in conjunction with the developing international health emergency.  The disorder is in the repurchase agreement market and it lies with collateral, specifically there's not enough of it.  Hence, these intermittent liquidity squeezes that have over the past 12 years spread like contagion into the wider economy.  

"You can't take out your spine and hope to stand up; that's really what the [repurchase agreement] market is.  The way the repo market functions is more collateral-based than it is bank reserves or cash.  The lack of collateral is a massive, massive problem."

]]> Mon, 23 Mar 2020 11:00:00 -0400 Jeff Snider Jeff Snider 2214 Jeff Snider, CIO of Alhambra Investments and world-renowned (monetary) plumber (@JeffSnider_AIP) and Emil Kalinowski, a fan of the cult New Zealand folk band Flight of the Chonchords, (@EmilKalinowski) discuss the Federal Reserve's announcement of QE Infinity and its relationship to laundromat tokens. Jeff Snider, CIO of Alhambra Investments and world-renowned (monetary) plumber (@JeffSnider_AIP) and Emil Kalinowski, a fan of the cult New Zealand folk band Flight of the Chonchords, (@EmilKalinowski) discuss the Federal Reserve's announcement of QE Infi Collateral, Federal Reserve, QE Infinity, Jeff Snider, Repurchase Agreements, Eurodollar University No