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 UniversityJP Morgan Just Confirmed the Worst-Case Scenario
JPMorgan just took the Goldilocks off the table. That is not a minor forecast change or some little tweak to a spreadsheet buried on page 47 of a Wall Street…
Eurodollar UniversityTexas and Florida Just Sent a HUGE Warning to the Housing Market
Home prices are now doing something they were not supposed to do. After years of being told that housing was poised to make a strong comeback and that prices…
Eurodollar UniversityGoldman Sachs Just Confirmed the Worst-Case Scenario
For the first time in this cycle, the money going out of major private credit vehicles has surpassed the money coming in. That is the headline, how private…
Eurodollar UniversityIt’s Official: Europe’s Recession Has Begun
While rumors and reports swirl about a possible Iran deal, the clock is still ticking for an economy that’s way too close to the point of no return on the…
Eurodollar UniversityALERT: The Dollar Is Spiking While Interest Rates Crash… Here’s Why
The dollar is rising again, and this time the pressure is showing up right across Asia. The Japanese yen is weak. The South Korean won is tumbling. The…
Eurodollar UniversityLowe's Just Gave A DIRE Warning About Consumers
Lowe’s had some more bad news about the American consumer. CEO Marvin Ellison said “This has been the most difficult housing market that I have faced in this…
Eurodollar UniversitySomething REALLY Strange Just Happened to Interest Rates
Treasury yields have finally made a sizable move upward. The 2-year Treasury has pushed to new multi-month highs. The 10-year got as high as 4.70%. And…
Eurodollar UniversityLEAKED: China Sends HUGE WARNING To Financial System & its SPREADING To The Rest of The World
China’s downturn just produced a major hit and it has officials stumped. It was the kind of bad that confirms almost everything already showing up in China’s…
Eurodollar UniversityOmg… ANOTHER Black Rock Fund Just Went Under
The Justice Department is now probing valuations at a BlackRock private credit fund. That sentence should stop everyone cold. Not because BlackRock is about to…
Eurodollar UniversityEurope Just Sent a MASSIVE Warning to the World
While the ECB and other central banks, maybe even the Fed, are likely to overreact to oil prices by raising their policy rates, suddenly that possibility isn’t…
Eurodollar UniversityALERT: Their Secret Plan For Gold Was Just Leaked
India is now doing what governments do when the dollar problem starts getting too close to the bone: it is looking for imports it can cut, restrict, tax…
Eurodollar UniversityChina’s Biggest Economic Weakness Just Got Exposed
Everyone is talking about the Trump-Xi summit as if this is going to be some decisive turning point for China, global trade, maybe even the whole world…
Eurodollar UniversityThe UK Has Fallen… And It's Much Bigger Than You Think
Two of the oldest political parties are in danger of being completely wiped out in the UK. Rate of change in the economy goes down, rate of change in politics…
Eurodollar UniversityA Grim Warning to America
The stock market was going to boom either way. Payrolls could have been plus 200 or minus 200, indexes were going to soar no matter what. Either the economy is…
Eurodollar UniversityAll Hell Breaks Loose: BlackRock, JP Morgan, Blue Owl, OpenAI
Five major developments in the credit crisis/bust. BlackRock, JP Morgan, Blue Owl, Apollo and another big run on a big fund. Private credit didn't go anywhere…
Eurodollar UniversityMcDonald's Reveals Americans Have Hit Their Breaking Point
McDonald’s CEO says the consumer environment is certainly not improving and may be getting a little worse after the company reported better than expected past…
Eurodollar UniversityOn No... Now HSBC is in Trouble
The stock market was not happy with HSBC. The banking giant reported what should have been a small nothing, a $400mm loss on a loan to an Irish entity with a…
Eurodollar UniversityGas Prices Are About To EXPLODE… And This Could Be Just The Beginning
According to the Energy Information Administration, the national average price for gasoline was $4.26 per gallon at the end of April and it was largely stable…
Eurodollar UniversityYou Won't Believe What The Yield Curve Just Predicted
We know how central bankers are just itching to raise policy rates and all over the world, led primarily by those in Europe. The hawkishness is already…
Eurodollar UniversityGlobal GDP Just Came Out…and it Changes Everything
Will this week’s economic data be enough to keep central bankers from chasing oil prices with rate hikes? Europe was barely positive. Canada bounced back but…
Eurodollar UniversityYou won’t Believe What the Japanese Central Bank Just Did
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 UniversityPawn Shops Just Issued a Very Grim Warning About Consumer Behavior
We know when Walmart or Dollar General are doing well, those are not good signs for the health of the consumer economy, particularly when it’s higher income…
Eurodollar UniversityOMG!! Did You See What Just Happened To European Banks?!
European banks just told the ECB they are tightening lending standards by the most since 2023. At the same time, the pick up in loan demand they’re seeing is…
Eurodollar UniversityBREAKING: UAE Just Left OPEC Here's What you Must Know
A week ago, the UAE said it was in consultation with the US government trying to arrange a dollar swap line. Since then, Treasury Secretary Bessent told…
Eurodollar Universitythis is how every bubble ends
Interest rates going up. Oil prices big problem. The stock market kept soaring, but even though the S&P 500 gained 20% that year more stocks in the index ended…
Eurodollar UniversityTexas Oil Insiders Just Gave DIRE Warning For What's Coming
Back in April 2020, oil prices went negative after the futures market underestimated just how much demand had collapsed, causing chaos as market participants…
Eurodollar UniversityBREAKING: Private Credit’s ‘Lehman Moment’ Just Happened
Underscoring the global nature of private credit and the credit cycle, one of India’s biggest borrowers has announced it will be delaying principal and…
Eurodollar UniversityThe Next 60 Days Will Change Everything
The global economy is being set right up for a brutal summer, according to the latest incoming data. Manufacturing is up right now, but the faster it goes…
Eurodollar UniversityEU Sends Huge Oil Warning That is Spreading To The Rest of The World
European consumer sentiment is in "free fall", in the European govt's own words. DHL’s CEO warned the world is heading for a quote tipping point – in other…
Eurodollar UniversityThe Strait of Hormuz Is Breaking the Global Dollar System
Countries REALLY don't want to go to DC and ask for a dollar swap line. One nation just did (according to WSJ) and it is one of the most critical…
Eurodollar UniversityOMG! Did You See What Just Happened in China
Interest rates in China’s bond market are aggressively declining, more at the short-term maturities. It’s a classic bond bull case, which means it isn’t…
Eurodollar UniversityBanks Just Started Dumping Private Credit onto Insurance Companies
Banks are taking more steps to distance themselves from the growing private credit bust. They’re revaluing private credit assets that have been pledged to them…
Eurodollar UniversityNew IRS Tax Return Data Shows People are COMPLETELY Out Of Money
The good news is the IRS is reporting about a 10% rise in average income tax refunds. However, the initial data is showing most Americans are just not spending…
Eurodollar UniversityIMF Just Warned The Oil Crisis Will Push World Toward An Economic Meltdown
The IMF is getting nervous. Nervous to the point its chief economist just said the world is already drifting toward their newly minted adverse scenario. What…
Eurodollar UniversityOh No… Insurance Companies Are the Biggest Risk to Private Credit
You know who can’t stop talking about the private credit bust? The big bankers. Jamie Dimon is constantly in the media almost too happy to share his negative…
Eurodollar UniversityChina Is Making a DESPERATE Move to Save Its $60 Trillion Crisis
Chinese banks are now trapped which is why China has finally entered an era of full-blown extend and pretend. It’s been on the edge of it for some time, but…
Eurodollar UniversityThe Strait of Hormuz Crisis Just Triggered a GLOBAL Food Shock
With talks between the US and Iran falling apart, there will be renewed focus this week on the Strait of Hormuz, getting it open and restoring traffic. Nearly…
Eurodollar University$415 BILLION in Repo Fails!! The Global Banking Crisis Nobody's Talking About
Repo fails spiked to more than $415 billion. Treasury bill prices are jumping. Prices. US bank dealers are using their record government bond holdings at the…
Eurodollar UniversityTarget Just Revealed a Sudden Shift in Consumer Spending
Target is throwing in the towel on its previous losing strategy. Like many businesses, it tried to raise prices only to find its customers going elsewhere…
Eurodollar UniversityAsia Is Running Out of Dollars (Here’s What That Means)
Several countries across Asia are confirming they experienced major dollar funding losses last month amidst a cash crunch on surging demand for money to buy…
Eurodollar University"Jet Fuel Is Running Out" The Airline Collapse No One Is Pricing In
Airports are canceling flights right now due fuel shortages and fears they will worsen. Airlines are including those in the US are already raising bag fees and…
Eurodollar University"This Is What Happens Right Before an Economic Crisis" Jamie Dimon
Jamie Dimon, the head of the country’s largest bank, wrote his annual shareholder letter accompanying the firm’s annual report. Filled with numerous charts…
Eurodollar UniversityThe Labor Market Just Sent A MASSIVE Warning To Investors
Almost four hundred thousand American workers dropped out of the labor force in March, setting yet a new low in labor participation. Why? There are no jobs, a…
Eurodollar UniversityOh No... The Oil Markets JUST BROKE
Oil prices are absolutely soaring...AND CRASHING. Yes, at the same time. The main US petroleum benchmark surged by a whopping $11.42 a barrel on Thursday…
Eurodollar UniversityBREAKING: 40% Of Investors Can’t Get Their Money Out Of Private Credit Fund!
First, we have our "subprime is contained" moment from the Fed. Second, the run on Blue Owl is "unprecedented." Third, and more important than either of those…
Eurodollar UniversityOMG... Private Credit Just Got Worse… WAY Worse
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 UniversityThis Should NOT Be Happening in Oil Markets
The question everyone should be asking themselves right now, this second, is why isn’t oil $130 per barrel? Today. Right now. When you look around the world…
Eurodollar UniversityUh Oh... Bonds Just Flipped While Oil Surges
Bond rates have completely reversed course and are falling again despite oil prices that haven’t budged. This is a clear warning that central bankers are…
Eurodollar UniversityThe European Banking System Just Did Something VERY Strange
Many top European bankers did not do themselves any favors when pressed on the private credit bust, preferring to hide behind semantics or deflect at every…
Eurodollar UniversityWe May Have Just Passed the Point of No Return
It’s only been a little less than a month, but the economic and financial fallout from the Iran conflict is already taking shape as we search for that point of…
Eurodollar UniversityBREAKING: Oil Rationing Have Started
The oil shock has moved way beyond merely being a price problem. The blockage at Hormuz has already created a very real physical shortage of fuel across much…
Eurodollar UniversityBREAKING: Moody's JUST Downgraded A MASSIVE Private Credit Fund!
Another major development in private credit crisis - yes, it is a crisis now. Moody's downgraded a $13 billion KKR co-managed private credit fund, citing…
Eurodollar UniversityHoly Sh*t… Blackstone’s “Safe” Fund Just Lost Money
Blackstone’s $83 billion BCred fund just reported its first monthly loss due to actual credit problems. However, it’s never credit losses that kill you; it’s…
Eurodollar UniversityWTF Is Happening to Global Markets
Global financial markets are all over the place. We’ve talked about commodities being crushed, getting liquidated due to serious and underappreciated funding…
Eurodollar UniversityOil Shock → Dollar Shock → Deflation: The Chain Reaction Just Started
Liquidations, not mere selling. There's more going on behind the scenes than you think. Critical metals being liquidated means a growing worldwide dollar…
Eurodollar UniversityHousing Just PLUNGED 17.6%!!! What You Must Know
Sales of newly built homes crashed by a massive 17.6% in January, with a 44% drop in the Northeast and 34% slide in the Midwest. Of course, everyone is trying…
Eurodollar UniversityMcDonald’s Just Slashed Prices…The Economy is DONE
McDonalds is doing it again as the economy is now in a race against time. The fast food giant is creating a $3 value deal after having brought back the $5…
Eurodollar UniversityWe’re Seeing the First Signs of a Dollar Panic
It was maybe inevitable that the oil shock would lead to a dollar shock especially around Asia. The sudden, sharp rise in oil prices is essentially a margin…
Eurodollar UniversityThe First Crack in the AI Bubble Just Appeared
Meta Platforms is reportedly considering laying off over 20% of its workforce. The company didn’t confirm anything, but it also didn’t deny the thrust of the…
Eurodollar UniversityBREAKING: Now It's Wells Fargo AND Deutsche Bank
Deutsche Bank. Wells Fargo. Both global systemically important banks are sitting here watching their stocks get pounded in the same way as BlackRock or…