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 UniversityRecord Amounts of Capital Urgently Fleeing China (Everything You Need to Know)
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…
Eurodollar UniversityWhy is the Global Economy So Interconnected?
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…
Eurodollar UniversityEconomist Calling for an Emergency 75 Basis Point Rate Cut
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…
Eurodollar UniversityThis Warning Indicator Has Only Been Here 3 Other Times
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…
Eurodollar UniversityEvery Time This Happens, It Leads to High Unemployment
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…
Eurodollar UniversitySomething Fundamentally has Changed the Economy What It Means for You
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…
Eurodollar UniversityGlobal Asset Prices are Repricing Risk Assets (Rapidly)
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…
Eurodollar UniversityJapan is CRATERING, The Rest Of The World Is Next...
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…
Eurodollar UniversityThe Recession Has Hit The Job Market
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…
Eurodollar UniversityIt's Official: The Recession is Here
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…
Eurodollar UniversityIt's Official: Unemployment Is About to Hit the Fan
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…
Eurodollar UniversityJapan's Central Bank Just Hiked Rates WHILE in a Recession
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…
Eurodollar UniversityJobs Have Completely Stopped Hiring
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…
Eurodollar UniversityThe Global Repo Market is Starting to Explode (does This Mean a GFC is Near?)
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…
Eurodollar UniversityPeople Are Running Out Of Money
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…
Eurodollar UniversityThis Just Confirmed Everything
Companies around the economy are increasingly warning about the negative effects of the goods recession, one after another missing revenue and sales…
Eurodollar UniversityNew GDP Report Shocks the Market (what you need to know)
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…
Eurodollar UniversityHOLY SMOKES, You Won't Believe What Just Happened To Bonds
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…
Eurodollar UniversityThe Q&A 100 2-hour Spectacular
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…
Eurodollar UniversityThe REAL Reason China’s Economy Is in Crisis Mode
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…
Eurodollar UniversityWhy Getting A *Good* Job Feels Impossible Right Now
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…
Eurodollar UniversityWhat Will Happen When the Fed Finally Cuts Rates
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…
Eurodollar UniversityThe Copper Gold Ratio is Sending a Massive Warning to the Economy (here's what that means)
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…
Eurodollar UniversityThe Global Monetary System Is Reliant on Swap Spreads (and they are doing something big)
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…
Eurodollar UniversityWe Need to Discuss the Yield Curve Immediately
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…
Eurodollar UniversityIt's Over: China’s ENTIRE Economy Just Collapsed
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…
Eurodollar UniversityThe Japanese Government Is Getting Desperate As The Yen Collapses
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…
Eurodollar UniversityInflation Report Reveals the Truth About the Economy
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…
Eurodollar UniversityBombshell CPI Report Shocks The Market (Here's What You Need To Know)
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…
Eurodollar UniversityYou Won't Believe What's Happening in China
Chinese authorities are becoming increasingly desperate over their inability to stabilize any of the economy, banking system, or markets. CNY keeps going down…
Eurodollar UniversityLEAKED: Interest Rate Cuts Are Coming?!
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…
Eurodollar UniversityEurope is Now In Full Blown Crisis Mode (what does this mean for the rest of the world?)
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…
Eurodollar UniversityOh Sh*t, The Job Market Just Broke
Unemployment in the US is now steadily moving higher. The June 2024 employment report contained more substantial downward revisions, evidence more employers…
Eurodollar UniversityPhase 2 of the Commercial Real Estate Collapse Has Begun
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…
Eurodollar UniversityWhat Comes After the Dollar dies
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 UniversityThis Could Force the Fed to Cut Rates in July
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…
Eurodollar UniversityRecession Warning Signs You Need To Be Watching (w/ @EPBResearch )
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…
Eurodollar UniversityChina's Treasury Market Just Hit a Record Low
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…
Eurodollar UniversityOh Sh*t, GLOBAL Unemployment Is Rising (What does this lead to)
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…
Eurodollar UniversityThe Japanese Yen Is CRASHING (what this means for the world)
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…
Eurodollar UniversityWalgreens Warns: People Have Suddenly Stopped Coming
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…
Eurodollar UniversityYou Won't Believe What China's Central Bank Is Doing
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…
Eurodollar UniversityPrimary Dealer Banks Showing Signs Of Global Collateral Tightening
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…
Eurodollar UniversityJapan is buying MASSIVE Amounts of Junk Credit
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…
Eurodollar UniversityCopper's Latest Move Has The Market Freaking Out
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…
Eurodollar UniversityOh Sh*t, AAA Debt Is Starting to Fail Again...
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…
Eurodollar UniversityYou Won’t Believe What the Swiss Central Bank Just Did
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…
Eurodollar UniversityMAJOR Bank Makes Announcement to Sell Billions in Treasuries
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…
Eurodollar UniversityNew Data is Screaming a Full Blown Recession is Confirmed
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…
Eurodollar UniversityAmericans Confidence in the Economy is Declining RAPIDLY
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…
Eurodollar UniversityChina's Housing Market is Starting to Crack Rapidly (What You Need To Know)
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…
Eurodollar UniversityThis is the WORST Case Scenario for the Global Economy (dollar up, rates down)
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…
Eurodollar UniversityThe Jobs Market is on the Brink
Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months. Sign up below…
Eurodollar UniversityWalgreens Sends Stark Warning About Consumer Behavior (Confirming CPI)
Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months. Sign up below…
Eurodollar UniversityDid Europe Just Cut Rates to Rig the Election (is the fed next?!)
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…
Eurodollar UniversityThis Only Happens When We Are Currently in a Recession
Eurodollar University's Anniversary Webinar: The Fundamentals of Interest Rates over the Next 12 months. Sign up below…
Eurodollar UniversityThe New American Dream...
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…
Eurodollar UniversityThis Has NEVER Happened Before
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…
Eurodollar UniversityEuropean Central Bank Just Cut Rates! (Everything You Need To Know)
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…
Eurodollar UniversityThe Labor Market is Starting to Crack
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…