Shows / Eurodollar University
Eurodollar University
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.
Episodes
Eurodollar UniversityChina's Banking System is Silently Crashing
Eurodollar University's Money & Macro Analysis https://www.eurodollar.university Twitter: https://twitter.com/JeffSnider_EDU
Eurodollar UniversityThe Dollar's EXPLODING: Here's What It's Rapid Rise Means for Global Markets
Eurodollar University's Money & Macro Analysis https://www.eurodollar.university Twitter: https://twitter.com/JeffSnider_EDU
Eurodollar UniversityA Global Financial Reset? The Shocking Market Changes You Missed
Something big happened in late November, impacting markets all around the world. Responsible for the crash in currencies, the collapse in some interest rates…
Eurodollar UniversityThe Stock Market Is Diverging—Is This the Beginning of a Crash?
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…
Eurodollar UniversityBreaking: The Car Market Bubble Is COLLAPSING
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…
Eurodollar UniversityHow the Dollar is Sparking a Hidden Global Crisis
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…
Eurodollar UniversityIndia's Rupee Is TANKING, Here's How This Impacts the World
After facing a major setback, the Reserve Bank of India has ditched its longshot desperation tactic aimed at 'speculators' betting against the rupee. They…
Eurodollar UniversityJobs Have STOPPED Hiring, But Why?
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…
Eurodollar UniversityGlobal Bonds Are MOVING: Here’s What Central Banks Don’t Want You to Know
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…
Eurodollar UniversityChinese Bonds Are CRASHING, What It Means for the Economy
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…
Eurodollar UniversityGrim Warning to America: Jobs Have Completely Stopped Hiring
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…
Eurodollar UniversityBrazil is COLLAPSING and it's Spreading to the Rest of the World
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…
Eurodollar UniversityOH SH*T: A Global Currency Crisis Has Begun
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…
Eurodollar UniversityHOLY SH*T! Shocking Fed Decision: Here's What You Need to Know
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…
Eurodollar UniversityGovernments Are Silently Collapsing Around the World Right Now
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…
Eurodollar UniversityGlobal Bonds Are CRASHING, Here's What that Means for the World
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…
Eurodollar UniversityIs India About To Make The Dollar Explode Higher?!
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…
Eurodollar UniversityOH SH*T: Is the Treasury Market Signaling a Financial Crisis?!
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…
Eurodollar UniversitySwiss Central Bank Just Sent a MASSIVE Warning to the World
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"…
Eurodollar UniversityChina's Banking System Is Melting Down ALL At Once
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…
Eurodollar UniversityBREAKING: Canada's Job Market is in BIG F@#KING TROUBLE
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…
Eurodollar UniversityChina Just Flipped After 14 Years – Here's How It Will Impact the World
China's top government body, the politburo, attempted to reignite the "stimulus" sentiment with another wordy communication chock full of more promises and…
Eurodollar University700,000 People Just Lost Their Job... What’s Next for the Economy?
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…
Eurodollar UniversityT BILL Carnage Begin: The First Sign of Financial Collapse
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…
Eurodollar UniversityImports/Exports Data Reveal the Truth About the Global Economy
Sign up for the webinar here https://event.webinarjam.com/register/26/x671piml Eurodollar University's Money & Macro Analysis https://www.eurodollar.university…
Eurodollar UniversityHow Does a Recession Actually Start?
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…
Eurodollar UniversityThe Hiring Crisis: What’s Really Happening to the Job Market?
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…
Eurodollar UniversityChina Is TANKING and it's Spreading Quickly Around the World
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…
Eurodollar UniversityEuropean Banks Are NOT Lending Anymore (Here's What That Means For The Global Economy)
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…
Eurodollar UniversityIndia is MASSIVELY Shorting The Dollar (Here’s What You Need To Know)
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…
Eurodollar UniversityKohl's Warns There's NO Holiday Shoppers
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…
Eurodollar UniversityThe Yen Carry Trade Is BACK (Here’s What You Need to Know)
Japan's yen has diverged from other currencies over the past few weeks, strengthening against the dollar. That suggests more carry trading dynamics, an…
Eurodollar UniversityCopper-to-Gold Ratio Hits Financial Crisis Levels: What It Means for the Economy
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…
Eurodollar UniversityIs the Bond Carnage Over?!
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…
Eurodollar UniversityEurope's Recession is Rapidly Getting Worse (Here's Why)
The European situation is getting to be truly serious. And that means growing problems for...the dollar. Not the exchange value against other currencies…
Eurodollar UniversityChina Dumping Record Amounts of Treasures (What They Aren’t Telling You)
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…
Eurodollar UniversityBreaking Report Reveals the Labor Market is TANKING
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…
Eurodollar UniversityThis Chart Explains Why Warren Buffett Is Panic Selling
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…
Eurodollar UniversityDefault Rates on Household Loans are SKYROCKETING
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…
Eurodollar UniversityAuto Parts Industry Warns Consumer Behavior Is Changing RAPIDLY
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…
Eurodollar UniversityThe Most Important Global Indicator Is SKYROCKETING
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…
Eurodollar UniversityThe Dollar is SOARING Higher, Is the World Crashing?
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…
Eurodollar UniversityGermany Just Issued A Major Warning to the Global Economy
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…
Eurodollar UniversityIs the Economy on the Brink of Another 2001-Style Crash
The economic challenges the incoming Trump administration is facing are far and away greater than those confronted in 2016. From the cyclical standpoint, 2024…
Eurodollar UniversityHOLY SH*T: SURGE in Repo Fails + Swap Spreads Plunging
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…
Eurodollar UniversityConsumers are Now Terrified About the Economy
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…
Eurodollar UniversityChina's 10 TRILLION in Stimulus Is Failing Massively, Here's why
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…
Eurodollar UniversityGermany is PLUNGING and it’s Spreading to the Rest of the World
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…
Eurodollar UniversityThe Single Most Important Indicator in Global Finance is FREAKING OUT
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…
Eurodollar UniversityDemand For Oil is TANKING, this is a MAJOR Warning to the Economy
Demand for gasoil, the basic fuel which runs the entire modern world, is actually declining. Having stumbled over the summer, this exceptionally rare…
Eurodollar UniversityThe Yield Curve is Signaling a Major Warning – Here’s What You Need to Know
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…
Eurodollar UniversityNew Data Suggest Interest Rates Could Explode Lower
October payrolls were exceptionally weak, yet LT rates jump? With more rate cuts from the Fed basically assured, questions swirl around the Treasury selloff…
Eurodollar UniversityThe Job Market is in BIG F@#KING TROUBLE
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…
Eurodollar UniversityHoly Sh*t! This Was the Final Straw in the Job Market
The government's latest data confirms the dramatic slowdown sweeping across the labor market. We've been documenting hours being cut, quitters quitting quits…
Eurodollar UniversityIs This The REAL Cause of the Shocking GDP Report?!
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?…
Eurodollar UniversityCollateral Shortage Hits Repo Market – What You Need to Know
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…
Eurodollar UniversityThe AI Bubble is COLLAPSING in South Korea, The World is Next...
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…
Eurodollar UniversityHere's What Actually Makes the Price of Gold Go Up
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…
Eurodollar UniversityThe Fed Just Revealed What They Really Think of the Economy
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…
Eurodollar UniversitySystemically Important Central Bank Shocks Markets with 50 bps Rate Cut
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…