Latest / Eurodollar University
The Most Important Line Everyone Missed at Jackson Hole
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.