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 UniversityOMG! You Won’t Believe What Just Happened in the Treasury Market
The Fed is going to need some more not-QE and fast. We’ve got the year-end surge in repo borrowing at its window that is already way more than expected. At the…
Eurodollar UniversityThe Most Dangerous Phase of an Economy Has Begun
Massive protests have broken out in Iran as the economy there implodes. This is no longer an uncommon occurrence as we’re seeing more signs of the most…
Eurodollar UniversityWARNING: Something Big Just Broke in Repo Markets
Repo fails just exploded, coming in at the highest weekly total since 2022. And this isn’t even year-end. This is mid-December. It’s the flat Beveridge economy…
Eurodollar UniversityCarMax: “We Tried Everything. It Didn’t Work.”
CarMax is back as a microcosm of the entire consumer economy. The company stumbled back in the spring then at the end of summer declared – no big deal -…
Eurodollar UniversityThe Japanese Yen Just Crossed a Dangerous Line
The Bank of Japan keeps hiking its policy rate, Japanese bond yields continue to rise, yet no matter how high interest rates go over there the weaker the…
Eurodollar UniversityRepo Fails Skyrocketing!! Is Something Big Happening?
Repo fails, a measure of collateral flow throughout the entire financial system, soared to more than $300 billion as of the middle of December. It was the…
Eurodollar UniversityBREAKING: GDP Explodes Higher (Here's What You Must Know)
US GDP utterly crushed it in Q3 and that was following Q2 when output supposedly was well more than expected, so two quarters in a row of booming numbers. So…
Eurodollar UniversityForeigners Sold a MASSIVE Amount of Treasuries (Here's What You Must Know)
Back in October, foreigners sold a massive $61.2 billion in LT UST assets, the most since April. While that may sound like the “sell America” and Treasury…
Eurodollar UniversityThe $25 Trillion AI Bubble Depends on One Thing… Debt
Blue Owl is back, the beleaguered alternative fund manager making news this time by refusing to partner back up with beleaguered former AI bubble star Oracle…
Eurodollar UniversityHoly Sh*t…You Won’t Believe This New Housing Data
Miami leads the nation in home de-listings, that is number of sellers who realize the housing situation is bad and getting worse, therefore simply pull their…
Eurodollar UniversityYou Won’t Believe What Global Central Banks Just Did
Tariff inflation continues to go down in flames, yet central bankers refuse to let it go. The US CPI report for November was released today and the details…
Eurodollar UniversityBREAKING: New Jobs Data Is Worse Than ANYONE Expected
The BLS confirmed the US labor market has indeed entered flat Beveridge territory with profound implications. What are they? What does this mean moving…
Eurodollar UniversityThe $45 TRILLION Chinese Bubble Is BURSTING
Chinese investment crashed yet again in November, the second straight month of bigtime declines. Only this time FAI was joined by consumer spending. Retail…
Eurodollar UniversityHOLY SH*T! You Won’t Believe What the Fed Just Admitted
So, Jay Powell just casually strolled to the podium at his press conference last week and announced the Fed now believes the US has been losing jobs at a rate…
Eurodollar UniversityThe $25 TRILLION AI Bubble Is BURSTING
IBM’s CEO said there is “no way” that the massive spending on AI and data centers will ever pay off. For the first time in this bubble cycle people are finally…
Eurodollar UniversityHOLY SH*T! You Won’t Believe What Just Happened in China
France’s President called it a matter of life and death for European industry. The head of the European Commission said it has reached “an inflection point.”…
Eurodollar UniversityThe World Isn't Prepared for What Just Happened to Oil
Eurodollar University's Money & Macro Analysis --------------------------------------------------------------------------------- EDU's Webinar Series Thursday…
Eurodollar UniversityThe Fed Just Revealed a Massive REPO Problem (No One’s Ready for This)
Live replay on December FOMC decision. --------------------------------------------------------------------------------- EDU's Webinar Series Thursday December…
Eurodollar UniversityYou Won’t Believe What The Swiss Central Bank Just Said
Swiss central bankers are being forced to choose between negative interest rates and negative consumer prices by the increasingly negative direction of the…
Eurodollar UniversityInside the $1 TRILLION Shadow Banking Bomb That’s About to Blow
There is a debate raging on Wall Street and across the markets about what’s happening in private credit right now and what that might mean moving forward…
Eurodollar UniversityThis Is the Scariest Consumer Data I’ve Ever Seen
The most important funding system in the world is flashing warning signals. Most people won't notice until it's too late. I'm hosting a free webinar to break…
Eurodollar UniversityYou Won’t Believe What Just Happened in Japan
The yen has made a huge move over the past seven months and no one can figure out why. According to every mainstream economic theory, JPY should be soaring not…
Eurodollar UniversityThe Most Important Economic Revision in Years Just Happened
After weeks of speculation, back and forth over bad theories on inflation and what seemed to be a steady stream of hawk-sounding Fed policymakers, the market…
Eurodollar UniversityThis Is the First Time in 50 YEARS We’ve Seen This Happen…
November now makes three of the last four months and four of the last six with negative private payrolls. According to ADP, the US private economy shed 32k…
Eurodollar UniversityThe Company With Better Data Than the Government Just Sent a Dire Warning
Consumer products giant Proctor & Gamble just came out with an unusual warning about its core business, consumer products meaning consumers. The maker of Tide…
Eurodollar UniversityHoly Sh*t… Did You See What Just Happened in The Markets?!
December begins with a decided risk-off mood in financial markets, led by more painful liquidations in crypto. Bitcoin starts off the month with a nearly 7%…
Eurodollar UniversityThe REAL Crisis Just Started (And the Fed Is Hiding It)
HP becomes the latest big name to announce major layoffs, said to be around 6000 more white collar jobs. It’s getting to the point where despite all the…
Eurodollar UniversityWTF! You Won’t Believe What China Just Did to the Dollar
China sold a record amount of Treasuries last quarter, which is actually more confirmation of the monetary tightening story over the summer which is now…
Eurodollar UniversityOMG! You Won’t Believe What Just Happened in the Repo Market
Repo. It’s back. Or more accurately, never really left. When we last left off with it, things were calming down which is not unusual in these circumstances…
Eurodollar UniversityOMG… Did You See What Just Happened to Interest Rates?!
Despite half the Federal Reserve’s best efforts to take away the December rate cut, the bond market is signaling from top to bottom, back to front it doesn’t…
Eurodollar UniversityHoly Sh*t… Did You See What Just Happened to India’s Currency?!
India’s rupee broke, plunging and I mean plunging Friday to a new record low and once again embarrassing the country’s central bank which had been intervening…
Eurodollar UniversityZillow Just Issued a Grim Warning to All Homeowners
Over half of American homes lost value over the last year, the highest number since...2012. More importantly, even the media is catching on that something big…
Eurodollar UniversityFallen Hedge Fund Just Confirmed the Next Financial Crisis
Nvidia was a bust. Not the company’s earnings and forecasts, those were stellar. Instead, it didn’t provide the buying boost everyone thought it would. Stocks…
Eurodollar UniversityHoly Sh*t! Walmart Just Revealed the Dire State of the Economy
After Home Depot disappointed and Target got slammed, Walmart reported results that were above expectations because in this economic climate the Target and…
Eurodollar UniversityHome Depot Just Confirmed What NO ONE Wants to Admit About the Economy
While everyone else is glued to Nvidia, the results from Home Depot and Target will have far more to say about the markets and a lot more. Plus others like TJ…
Eurodollar UniversityA Trillion-Dollar Time Bomb Just Went Off on Wall Street
We went from the economy is strong and resilient, credit markets are fine reaching for yield to big names like Jamie Dimon and now so-called bond king Jeffrey…
Eurodollar UniversityHOLY SH*T!! Did you see what just happened in Europe
The European labor market is on the cusp of its own flat Beveridge moment. That danger was amplified by the third quarter contraction in the Swiss economy…
Eurodollar UniversityNew Chinese Data Reveals The Unthinkable
An unprecedented slump in Chinese investment. That’s what one media outlet called it. I don’t think slump is the right word. Crash might be a more appropriate…
Eurodollar UniversityHoly Sh*t...Did You See What Just Happened In The Market!?
Big moves across the risk markets this week. Bitcoin and crypto hammered. Repo back on the menu. WTI full contango (briefly). Plus, top officials at the New…
Eurodollar UniversityBREAKING: Verizon Firing 15% of Workers!! (What You Must Know)
Flat Beveridge strikes again. You know the drill. We’ve been stuck in forgot how to grow and its no-hire/no-fire labor market the past few years. That began to…
Eurodollar UniversityBREAKING: MORE Private Credit Losses Just Hit
The collapse and bankruptcy of another private credit supported firm has generated significant losses this week. But as I pointed out last week with the…
Eurodollar UniversityWendy's Just Sent a HUGE Warning About The Economy
Fast food chain Wendy's said it’s closing hundreds more US locations than previously announced because customers can’t afford to eat there. It fits with what…
Eurodollar UniversityThis Is What Governments Do Right Before It All Falls Apart
The federal government may be opening back up but the administration floating a tariff dividend is the real news here. It’s yet another dose of reality showing…
Eurodollar UniversityThe CarMax Collapse Exposes What’s Coming for the Entire Credit System
CarMax sacked their CEO after preannouncing just brutal results for an industry already reeling and at the epicenter of the current ongoing breakdown in credit…
Eurodollar UniversityA Trillion-Dollar Time Bomb Just Went Off on Wall Street
UBS is reportedly closing down not one but two hedge funds, in a more that raises a lot of questions but also some very uncomfortable parallels to 2007. One of…
Eurodollar UniversityAmerica’s Job Market Just Broke (Worse Than 2008)
The most October job cuts in over twenty years. More than October 2008, if you’re keeping score. While that doesn’t mean this is a repeat of 2008, can we all…
Eurodollar UniversityThe Dollar is SKYROCKETING, Here’s What You Must Know
The dollar is accelerating and not in the direction most people were anticipating, to the point it has rattled the entire cryptocurrency space. That’s why…
Eurodollar UniversityTarget Just Issued a Very Grim Warning About Consumer Behavior
Not only is retail giant Target not committing to the big seasonal hiring it always does, the company is actually laying off nearly 2000 of its corporate staff…
Eurodollar UniversityThis Is What "Always" Happens Before Every Financial Crisis
The cash squeeze in wholesale money markets that we’ve been following got a whole more exciting on Friday, and now we have the full set of numbers on it…
Eurodollar UniversityYou Won’t Believe What Europe’s Central Bank Just Did
The ECB this week held its policy rate right at 2% with policymakers out in force claiming to everyone who might listen they’re likely done at that level…
Eurodollar UniversityThe Largest Asset Class in the World Just COLLAPSED
New home sales in China collapsed by 42% in October when compared to last October, representing more than just another setback for the beleaguered Chinese real…
Eurodollar UniversityThe Consumer Recession Is Already Here (Chipotle Just Confirmed It)
The reason why Fed Chair Jay Powell didn’t want to commit to a December rate cut is simple. A number of voting members at the FOMC are not convinced the weak…
Eurodollar UniversityBREAKING: The Repo Facility BLEW UP After Fed Meeting (What You MUST Know)
FOMC will cut rates today but what will officials say, or do, about the growing repo mess? Find out as we react to the Fed's decisions and Powell's press…
Eurodollar UniversityBREAKING: Amazon Is Firing 30,000 Employees!! Here's What You Must Know
Amazon announced today it will be cutting 14,000 corporate jobs, though leaker reports say the real number will be roughly 30,000 over time. The company itself…
Eurodollar UniversityThe Fed is Losing Control of Repo Markets (Again)
Another day, another significant borrowing from the Federal Reserve’s repo facility. This has become a regular occurrence and concurrent with a rise in money…
Eurodollar UniversityYou Won’t Believe How Bad the Cash Shortage Just Got
The ongoing cash squeeze in money markets is very likely to bring an end to the Federal Reserve’s balance sheet runoff, known as QT. When the FOMC meets this…
Eurodollar UniversityThe Global Currency Crisis No One Is Talking About
The dollar is making another big move higher to the point it is causing governments and central banks around the world to respond and even intervene to keep…
Eurodollar UniversityHOLY SH*T! More Subprime Lenders Just Collapsed (Something BIG Is Happening)
We have a couple more names to add to our fast-growing list of shadow banking casualties. And, yes, collateral is once again the common theme. One of them is…
Eurodollar UniversityBREAKING: Gold Price Is TANKING (What You Need To Know)
After a truly epic run, precious metals are now getting pounded. Both gold and silver are down the past few days for a couple of reasons, not that this is a…