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 UniversityWTF Just Happened to Retail Sales?!
Blaming Amazon's Prime Day, everyone is trying to work around yet another "unexpected" negative number. Following an "unexpected" drop in July payrolls, the…
Eurodollar UniversityChinese Banks Have STOPPED Lending (here's what that means)
Record decline in Chinese bank loan flows is only where this starts. It's what China's government did in response in announcing a major financial crackdown…
Eurodollar UniversitySomething Really Strange Just Happened at the 30-Year Bond Auction
There is something going on with the long bond, that’s for sure, but what is it really? The answer is surprisingly simple, and it also explains why the last…
Eurodollar UniversityJapan’s Yen Intervention Just Failed...Now What?
Japan and the United States just launched one of the most dramatic currency interventions in decades. But less than two weeks later, half the yen’s gains have…
Eurodollar UniversityThe World’s Largest Wealth Fund Is Preparing for an AI Crash
When the person responsible for managing nearly **$2 trillion of a nation’s savings** starts discussing the possibility of losing all of it, you should…
Eurodollar UniversityBREAKING: The Biggest Private Mortgage Lender Just Crashed 49%!!
Yes, we are going to have to worry about mortgage debt, too. To say the nation's largest private mortgage originator had a bad week is an understatement. But…
Eurodollar UniversityBREAKING: The Job Market Just Went Negative
Shock on Wall Street as the jobs numbers stun everyone - almost everyone. It was a mess but a predictable one following the pattern we've been laying out. And…
Eurodollar UniversityYou Won’t Believe What Michael Burry Just Predicted
Stocks are heading for Crash of '87 repeat? Michael Burry thinks that could be the case as the Big Short investor sees a number of parallels. One that most…
Eurodollar UniversityWe Need to Discuss the Bond Market. Immediately.
The 30-year long bond recently hit its highest yield in nineteen years. This is a significant development, but not for the reasons anyone has heard. And we've…
Eurodollar UniversityIs the U.S. Secretly Bailing Out the Japanese Yen?!
Head to https://gamma.yt.link/HgbZu2P to check out GAMMA and start designing today! Reports say the US intervened in yen markets, selling euros and buying JPY…
Eurodollar UniversityALERT: AI Credit Spreads Are Suddenly Blowing Out... Just Like 2008?
Everyone believes the AI bubble is mainly about stocks. That makes sense. The obvious historical comparison is the dot-com bubble. However, this one is all…
Eurodollar UniversityBREAKING: The Fed Just Made a SHOCKING Statement
Live reaction to the most uncertain FOMC meeting in years. What the markets are doing before and after. The two competing views driving the uncertainty. Any…
Eurodollar UniversityThis Could Trigger the Next Global Trade War
When people hear the words “trade war,” they usually think of one person: Donald Trump. But while everyone has been watching Washington and Beijing, another…
Eurodollar UniversityThe “Safest” Companies Are Warning the Consumer Is Breaking
There is a MAJOR dislocation across the entire marketplace you need to know about, and it starts with Nestle and French fries, not the fed funds rate. Swaps…
Eurodollar UniversityIs This the Beginning of an Asian Financial Crisis 2.0?
Most people believe another Asian financial crisis can’t happen. Not like 1997. Asian governments now have enormous foreign-exchange reserves. Their currencies…
Eurodollar UniversityGoogle Issues a Dire Warning About the “AI Boom”
Google just reported something it had never reported in its entire history as a public company: Negative quarterly free cash flow. Not a small decline, either…
Eurodollar UniversityBREAKING: The Private Credit Crisis Just Reached Amazon
When people hear the words *private credit stress*, they usually imagine small, struggling companies loaded with debt—businesses most investors have never…
Eurodollar UniversityThe Oil Market and Yield Curve Just Did Something Really Strange
The bond market just broke a major correlation at a particularly crucial moment. As the Warsh Fed sets out to stamp its mark on the market, the market is…
Eurodollar UniversityThe Fed Hasn’t Done This in Over 40 Years!! Here’s What You Must Know
Is Kevin Warsh about to finally put money back in the Federal Reserve? That might sound like a strange question. After all, this is the Federal Reserve. It is…
Eurodollar UniversityThe Biggest Gas vs. Oil Divergence in History (Here's What It Means)
The divergence between oil and gas prices is now historic, and one simple calculation explains everything. That calculation is at a record high, and it’s not…
Eurodollar UniversityIndia Is Begging for Dollars, and It’s a MASSIVE Warning the World
India is once again scrambling for dollars, kind of begging for them. After spending months defending the rupee, the Reserve Bank of India is now offering…
Eurodollar UniversityCPI SHOCKS the Markets as Interest Rates PLUNGE
Shocking CPI numbers for June. Plus a literal twist in the oil market which goes right along with them. --------------------------------------- If you want to…
Eurodollar UniversityWhat’s the Difference Between a Recession and a Depression?
What’s the difference between recession and depression? Most people understandably think a depression is just a really bad recession. But that’s not the case…
Eurodollar UniversityJapan Is Trying to Stop the Yen Carry Trade… It Won’t End Well
Head to https://gamma.app/signup to check out GAMMA and start designing today! Japan may have finally figured out why the yen keeps getting crushed. And no —…
Eurodollar UniversityPepsi Gives MASSIVE Warning Of Consumer Behavior
PepsiCo just reported earnings. And buried inside a perfectly standard corporate press release was one of the most important sentences you'll hear about the…
Eurodollar UniversityHSBC Just Issued A Dire Warning To The Entire Banking System
HSBC just did something that should make everyone in credit markets stop and ask one very uncomfortable question. If there is nothing to worry about with…
Eurodollar UniversityWalmart Is CUTTING Prices Because Consumers Are "Out Of Money"
Walmart is cutting prices on thousands of products, not doing the Fed’s inflation theory any favors. Coca-Cola. Pepsi. Laundry detergent. Lawn mowers. You name…
Eurodollar UniversityWhy China’s Oil Demand May Be The Biggest Macro Signal Right Now
We just got a couple major updates that are connect some more dots on what is the biggest story in the global economy, all connecting to China. The oil market…
Eurodollar UniversityThe Oil Market Just Signaled the Worst Possible Scenario
Today, we’re looking at one of the most intense and surprising signals coming out of global markets right now: the oil curve has gone almost perfectly flat…
Eurodollar UniversityPrivate Credit Just Burst The $25 Trillion AI Bubble
The private credit bust is now starting to spread into AI and the AI buildout which up to now has been mostly financed by these shadow banks. The reason for it…
Eurodollar UniversityPayroll Data Just Confirmed The Worst-Case Scenario
There is no way to spin this, not that everyone won’t try. The June employment report did not just come in weak or just miss expectations. It wasn’t a little…
Eurodollar UniversityYou Won’t Believe What Microsoft Just Revealed About The Job Market
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…
Eurodollar UniversityEuropean Banks Are Preparing For Something BIG
European banks are doing something that looks irrational, preparing for something big while the rest of the mainstream focuses on the wrong people. The…
Eurodollar UniversityBREAKING: Japan Just Lost Control of Its Currency
The Japanese yen just fell to a forty-year low, and this has everyone talking, the government worried, because no one really knows what it means. What makes…
Eurodollar UniversityBitcoin And BlackRock Just Did Something VERY Strange
Bitcoin just broke down again — falling below $60k to levels we haven’t seen in nearly two years. But here’s the strange part: this may not really be a Bitcoin…
Eurodollar UniversityEverything I Learned From 30 Years Studying Capitalism
When most people hear the words “free market capitalism,” they immediately think of Wall Street. They picture stock traders yelling across a trading floor…
Eurodollar UniversityALERT: Gold Is Crashing… While The Dollar Rips Higher
Gold is getting liquidated again. Silver, too. Why? The dollar is spiking. But why is the dollar spiking? Same reason TIPS are screaming and reinversion on the…
Eurodollar UniversityPrivate Credit Redemptions Just Crossed the Line Of No Return
The most important number in private credit right now is not a default rate. It’s not a dividend yield or the size of the market. It’s **16.8%**. That is how…
Eurodollar UniversityBritain’s Prime Minister Fell… America Should Be Watching
Britain just lost another prime minister. Keir Starmer, the man who came to power in 2024 with one of the biggest election victories in modern British history…
Eurodollar UniversitySwiss Bond Market Just Gave A Dire Warning to the World
Swiss bond yields are almost back at zero. The key two-year instrument yields just a couple of basis points and is very likely going to be negative again…
Eurodollar UniversityA Rare Eurodollar Warning Signal Just EXPLODED
Something very strange is happening in global markets and in particular one key eurodollar signal that hardly anyone pays much attention to. Everywhere you…
Eurodollar UniversityALERT: Oil And Interest Rates Are PLUNGING, Here's What You Must Know
Oil prices are down big. And if you only looked at the headline, the explanation seems obvious: Iran peace deal, supply normalization, geopolitical risk…
Eurodollar UniversityMASSIVE Private Credit Update, Here's What You Must know
Private credit is changing again. And this time, the story is not just that investors are still trying to pull money out. That is still happening, of course…
Eurodollar UniversityChina Confirms The Rumors...Is This The Start Of A Financial Crisis?
China just hit another record, though not the kind officials want to talk about. Not record growth. Not record confidence. Not record consumer spending. A…
Eurodollar UniversityEverything You Need to Know About the Dollar in 21 Minutes
Most people think they understand the dollar. When the dollar goes up, they think that means America is strong. Good economy. Good policy. Maybe the Federal…
Eurodollar UniversityNow That Iran Is Done, The Real Oil Crisis Begins
India is now being forced to ration diesel fuel for the first time maybe ever. At the same time, global stocks of crude oil are at their lowest since 2003…
Eurodollar UniversityEurope Just Made Its Biggest Mistake Since 2008
The European Central Bank just raised rates on Thursday into an economy that is already shrinking. That sentence should sound familiar, because Europe has done…
Eurodollar UniversityALERT: Gold Is Getting Liquidated, Here’s What You Must Know
Gold and silver have been crushed this week and we need to not only explain why, just as important what this drop is telling us about more than precious…
Eurodollar UniversityOMG! Global Central Banks Just Hit the Panic Button (All at Once)
The Asian currency crisis is escalating and it’s forcing governments all over the region to get desperate. From India to Indonesia, South Korea and Japan…
Eurodollar UniversityWhat Is the Credit Cycle, And Where Are We Now?
What Is a Credit Cycle — and Where Are We in It? These are questions that keep coming up with everything that’s happening in…the credit market. Not just…
Eurodollar UniversityGlobal Bonds Are PLUNGING, Here's What that Means for the World
Bond yields rose sharply on Friday, but why? What you’ll hear is that inflation and a strong economy will force the Fed to hike. But that’s only half true –…
Eurodollar UniversityDollar Tree Reveals Americans Have Hit Their Breaking Point
We’re used to seeing this kind of thing out of the payroll reports, but I don’t think anyone really expected this. Red flags are up all over the May data…
Eurodollar UniversityYou Won't Believe What Europe Just Did To China
Europe is preparing its public for something it has tried to avoid for years: a trade fight with China. While all eyes are on Iran and oil, the energy shock is…
Eurodollar UniversityBREAKING: $79 Billion Fund Just Froze Investor Withdrawals
Blackstone’s flagship private credit fund just did something it had never done before. Investors tried to pull out about 10% of the fund’s shares. Blackstone…
Eurodollar UniversityOMG: Swiss Fund Triggers Mega Contagion
The private credit bust is no longer staying inside private credit. Investors are now pulling money out of a major Swiss private **equity** fund. As the guy…
Eurodollar UniversityWTF Just Happened Inside European Banks?
European banks are doing something that looks irrational. The European Central Bank is increasingly likely to raise its short-term policy rates again. Oil…
Eurodollar UniversityOil Just Triggered the Final Stage
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…
Eurodollar UniversityHOLY SH*T!! New Data Shows The Recession Actually Start 8 Months Ago!?
Did a recession strike the US economy starting in October? Not just the forgot how to grow kind we’ve been grappling with for the last several years, but the…
Eurodollar UniversityCanada Sends HUGE WARNING & its SPREADING To The Rest of The World
Canada just “unexpectedly” fell into a technical recession. But the important part is not just that Canada contracted. The important part is that Canada’s…
Eurodollar UniversityInstitutions Want Out… But Private Credit Won’t Let Them Leave
Private credit has a new problem, and this one is different. For months, the story has been retail investors pulling money from private credit funds. But now…