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 UniversityBig rebound in CNY - but not for any good reason - while demand destruction finally arrives in US.
Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com…
Eurodollar UniversityHome prices are now falling, piling on the Fed pivot from near and dear to the FOMC (models).
Eurodollar University's Money & Macro Analysis Ben Bernanke July 2005 https://www.youtube.com/watch?v=HQ79Pt2GNJo Janet Yellen July 2005…
Eurodollar UniversityXi Jinping's vulgar display of power - and its target - was intended specifically for you and me.
Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com…
Eurodollar UniversityDomestic housing bust accelerates, yet it is foreign Treasury buyers who are inverting the curve.
Eurodollar University's Weekly Recap, featuring Steve Van Metre Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university…
Eurodollar UniversityInfo not fearmongering. Swaps not Swiss. Dealers not Fed. The data and evidence are conclusive.
Eurodollar University's Money & Macro Analysis Swap study mentioned in this video…
Eurodollar UniversityInflation is about money and that means and has meant eurodollar, not the Federal Reserve.
Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com…
Eurodollar UniversityThe yen isn't Japan's problem, it is everyone's problem. Because this crash isn't the Fed.
Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com…
Eurodollar UniversityThe world rocked by Euro$ collateral; Italy, Eurobonds, maybe the '22 equivalent of "toxic waste."
Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com…
Eurodollar UniversityToo hot CPI. Frozen in Hong Kong. Fed hiking former. How much longer until latter disrupts it all?
Eurodollar University's Weekly Recap, Featuring Steve Van Metre Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university…
Eurodollar UniversityAs dollar woes get worse, why don't the Fed's swap lines work? Let's answer that question.
Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com…
Eurodollar UniversityDollar funding crisis reaches...Switzerland. This isn't (just) Credit Suisse, though.
Eurodollar University's Money & Macro Analysis https://www.youtube.com/channel/UCrXNkk4IESnqU-8GMad2vyA/videos Twitter: https://twitter.com/JeffSnider_AIP…
Eurodollar UniversityHow did chips go from epic shortage to massive deflationary pressure? Big IMF downgrades tell us.
Eurodollar University's Money & Macro Analysis Sources included in this episode: https://www.dramexchange.com/WeeklyResearch/Post/2/11441.html…
Eurodollar UniversityBen Bernanke's Nobel Prize award rewrites the past while darkening future for a single word.
Eurodollar University's Money & Macro Analysis Sources featured in this video: FOMC Jan '09…
Eurodollar UniversityPayrolls. OPEC. Consumers borrow every last cent. Clearing up a week of ambiguity. Tricks or Treats.
Eurodollar University's Weekly Recap, Featuring Steve Van Metre Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university…
- Eurodollar University
Stocks down big because rate hikes in unemployment rate, while real economy falling apart faster.
Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com…
- Eurodollar University
Not a question of "if", rather "when" and for us little people what happens in between
Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com…
- Eurodollar University
Is there a real challenge to Xi Jinping's rule? Yes, but it's more philosophical than bullets.
Eurodollar University's Money & Macro Analysis Articles discussed in this video: https://www.realclearmarkets.com/arti... Twitter…
- Eurodollar University
Banks had warned, SOFR doesn't work and that's a huge problem (in case you hadn't noticed).
Eurodollar University's Money & Macro Analysis Articles discussed in this video: https://www.realclearmarkets.com/articles/2022/03/25/an_entire_decade_wasted_at…
- Eurodollar University
Part 1 of our Eurodollar Conversation: the countdown to global QEs has begun, what do markets say
Eurodollar University Conversations, featuring Steven Van Metre. Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university…
- Eurodollar University
Warning flags are out. SOFR. Tbills. TIPS. Serious deflationary storm is brewing.
Eurodollar University's Money & Macro Analysis Twitter: @JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com…
- Eurodollar University
Breaking Britain. I Am The One Who Knocks. Say My Name (it isn't Jay).
Eurodollar University's Money & Macro Analysis Twitter: @JeffSnider_AIP eurodollar.university www.marketsinsiderpro.com www.PortfolioShield.net RCM essay…
- Eurodollar University
The pound isn't the only one going to get pounded.
Eurodollar University's Money & Macro Analysis Twitter: @JeffSnider_AIP eurodollar.university www.marketsinsiderpro.com www.PortfolioShield.net RCM essay…
- Eurodollar University
Before the pound got pounded, Germany's bond market had sent the world a historic warning.
Twitter: @JeffSnider_AIP eurodollar.university www.marketsinsiderpro.com www.PortfolioShield.net RealClear Markets Essays: https://bit.ly/38tL5a7 Epoch Times…
Eurodollar UniversityStocks reacted negatively, but was it to rate hikes or the other Rs?
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…
Eurodollar UniversityDollar Crushes World Economy yet Media Won't Ask 'Why?' [Ep. 289, Eurodollar University]
"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…
- Eurodollar University
Fed says, 'Quantitative Tightening does Nothing (QE too)' [Ep. 288, Eurodollar University]
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…
Eurodollar UniversitySystemic Banking Crisis Warnings for France, Sweden & Czech Rep. [Ep. 287, Eurodollar University]
Three European countries entered 2022 already on their back-foot after triggering early warning indicators of systemic banking crisis. Then they were presented…
Eurodollar UniversityThe Worst of the Eurodollar Downturn is Still Ahead [Ep. 286, Eurodollar University]
Economic accounts are bad, worldwide. The worst is ahead of us. ****DISCLOSURES**** Jeffrey Snider (The Promoter) is acting as a promoter for an investment…
Eurodollar UniversityCollateral Scarcity Explains Japanese Yen's Fall [Ep. 285, Eurodollar University]
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…
Eurodollar UniversityIs a Post-Dollar World Coming—Soon? [Ep. 284, Eurodollar University]
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…
Eurodollar UniversityHow to Know When the Fed will Stop Rate Hikes [Ep. 283, Eurodollar University]
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…
Eurodollar UniversityRupee Low Represents the World Economy, not India [Ep. 282, Eurodollar University]
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…
Eurodollar UniversityWhy is Inflation in USA Higher than across World? [Ep. 281, Eurodollar University]
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…
Eurodollar UniversityTreasury Bills: Never Miss an Opportunity to Miss an Opportunity [Ep. 280, Eurodollar University]
The Treasury Bill is the most liquid capital market asset of the monetary system. Now the Federal Reserve's 'quantitative' 'tightening' could liquify the…
Eurodollar UniversityChina's Currency (had been) Suspiciously Stable [Ep. 279, Eurodollar University]
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…
Eurodollar UniversityLithium Market Fundamentals and Outlook [Ep. 278]
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…
Eurodollar UniversityWarning: Oil Moving Rapidly to "Contango" [Ep. 277, Eurodollar University]
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…
Eurodollar UniversityGlobal Money Scarcity Observed in Recent 1 Month Treasury Auction [Ep. 276, Eurodollar University]
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…
Eurodollar UniversityEuropean Sovereign Debt Crisis - is it Back? [Ep. 275, Eurodollar University]
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…
Eurodollar UniversityNYTimes Opinion: Economy a Collection of Vibes, Feelings [Ep. 274, Eurodollar University]
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…
Eurodollar UniversityThe Fed Created the Repo Market, then Ignored it [Ep. 273, Eurodollar University]
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…
Eurodollar University09-Aug-2007: The Day of Economic Infamy [Ep. 272, Eurodollar University]
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…
Eurodollar UniversityPayroll Report says US Economy Great (but that's wrong) [Ep. 271, Eurodollar University]
The Payroll Report (Establishment Survey) is not wrong but it is inappropriate. Heavy statistical dampening prevents the payroll report from showing economic…
Eurodollar UniversityCorrecting Economists: Term Premiums Nain't a Thing [Ep. 270, Eurodollar University]
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…
Eurodollar UniversityECB Rate Hike is Kiss of Economic Death [Ep. 269, Eurodollar University]
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…
Eurodollar UniversityFed Official: Inverted curve means Fed is awesome [Ep. 268, Eurodollar University]
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…
Eurodollar UniversityIn 1982 the Fed missed an opportunity; it still haunts us [Ep. 267, Eurodollar University]
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…
Eurodollar UniversityHunting for Signs of US dollar shortages in Japan [Ep. 266, Eurodollar University]
What if Japan's bond and currency markets aren't really about Japan at all? ----EP. 266 REFERENCES---- Global Euro$ Confirmation…
Eurodollar UniversityWhen Global Banks Won't TIC [Ep. 265, Eurodollar University]
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…
Eurodollar UniversityEurodollar Curve Inversion is DESPERATE, and DEEP [Ep. 264, Eurodollar University]
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 UniversityYield Curve Inversion 'Infection' Spreading [Ep. 263, Eurodollar University]
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…
Eurodollar UniversityWhy Are Foreigners Happy with Bond 'Losses'? [Ep. 262, Eurodollar University]
Foreign institutions have been merrily losing money on US Treasury holdings for years, buying high and selling low - are they insane? No, their investment…
Eurodollar UniversityThe Economist Reviews Pandemic Goods Boom 2020-22 [Eurodollar University, Ep. 261]
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…
Eurodollar UniversityEconomist Notes UK's Economy was Maimed 15 Years Ago [Eurodollar University, Ep. 260]
The Economist admits to, warns of and draws attention to Britain's 15-year economic depression, labeling it a "slow-burning crisis", "long-standing"…
Eurodollar UniversityEmployment, US Dollar and European Bonds with Steve van Metre [Eurodollar University, Ep. 259]
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…
Eurodollar UniversityThey Wouldn't Listen! Jeff Snider with Steve van Metre [Eurodollar University, Ep. 258]
Steven Van Metre and Jeff Snider have partnered together to bring financial information, investment advice and monetary education to the public. ----EP. 258…
Eurodollar UniversityThe New York Fed DSGE Model Forecast: Recession [Eurodollar University, Ep. 257]
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----…
Eurodollar UniversityWashington DC Stimulus + Fed Printing = Stagnation [Eurodollar University, Ep. 256]
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…
Eurodollar UniversityGlobal Trade, Commodity Prices say "Recession Soon" [Eurodollar University, Ep. 255]
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 /…
Eurodollar UniversityUS Economic Data Keeps Suggesting Recession Coming [Eurodollar University, Ep. 254]
The latest purchasing manager surveys (services, manufacturing, composite) and manufacturing index (Kansas City Fed) suggest the United States is heading…