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BREAKING: Southwest Airlines Say "The Recession Has Already Begun"
28 april 2025 · 19 min
If you are in any way interested in precious metals, you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
http://www.monetary-metals.com/Snider/ Lees meerWhile other airlines were pulling their forecasts afraid to tell the truth and preferring to hide under behind "uncertainty", Southwest's CEO bluntly stated there's a recession. And that's exactly what is starting to emerge from the Federal Reserve's very own contacts, thus why former FOMC hawks are now sounding incredibly dovish, the fundamentals of interest rates in all directions.
Eurodollar University's conversation w/Steve Van Metre
Bloomberg Southwest CEO Says US Airline Industry Is Already in a Recession
https://www.bloomberg.com/news/articles/2025-04-24/southwest-ceo-says-us-airline-industry-is-already-in-a-recessionFed Beige Book April 2025
https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20250423.pdfhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
The Global Economy Just Entered a Dangerous New Phase
27 april 2025 · 17 min
Weakness in key Asian bellwether has authorities there panicking into bailouts, setting its central on course to be the next major to head into "historically" low interest rates. That's not all, there's already spillover from the tariff shock in China where reports show work stoppages and factory closings. And rates there are right back near record lows. Lees meer
Eurodollar University's Money & Macro Analysis
ChosunBiz South Korea's economy faces 0.2% GDP decline amid tariff and political turmoil
https://biz.chosun.com/en/en-policy/2025/04/24/O6H63WLPC5BHDE3HUEYUTF6UUMSouth Korea Ministerial Meeting on Economic Affairs and Ministerial Meeting on Strengthening Industrial Competitiveness (Apr.15, 2025)
https://english.moef.go.kr/pc/selectTbPressCenterDtl.do;jsessionid=ngE3YYBKCpQ6L--F1ty-I76Sl7rjfIGh94TDtjlr.node20?boardCd=N0001&seq=6146FT Chinese factories slow production and send workers home as US tariffs bite
https://www.ft.com/content/d5784258-4de3-44a1-94ae-6f763857b034https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Walmart Reveals Americans Have Hit Their Breaking Point
25 april 2025 · 19 min
If you are in any way interested in precious metals, you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
http://www.monetary-metals.com/Snider/ Lees meerWalmart isn't sitting on tariffs. They instead rolling back more prices understanding what Chipotle just found out the hard way. The burrito bowl restaurant reported its first sales decline since the lockdowns, and the reason why has everyone from airlines to Walmart scrambling.
Eurodollar University's Money & Macro Analysis
Bloomberg Walmart Amps Up Discounts as Rivals Weigh Tariff-Driven Hikes
https://www.bloomberg.com/news/articles/2025-04-24/walmart-amps-up-discounts-to-lure-cost-conscious-customersBloomberg Walmart Keeps Price Pressure on Suppliers After Beijing Pushback
https://www.bloomberg.com/news/articles/2025-04-02/walmart-keeps-price-pressure-on-suppliers-after-beijing-pushbackCNBC Chipotle is seeing a ‘slowdown’ in consumer spending as 2025 gets off to a rough start
https://www.cnbc.com/2025/04/23/chipotle-mexican-grill-cmg-q1-2025-earnings.htmlBloomberg American Air Is Latest US Carrier to Give Up on 2025 Forecast
https://www.bloomberg.com/news/articles/2025-04-24/american-air-aal-pulls-full-year-outlook-on-soft-travel-demand-worryBloomberg United Airlines Is So Unsure About the Economy It Offers Two Profit Scenarios
https://www.bloomberg.com/news/articles/2025-04-15/united-air-flags-recessionary-risk-while-keeping-profit-targetCNBC Alaska Airlines warns of slower demand as second-quarter profit outlook falls short
https://www.cnbc.com/2025/04/23/alaska-air-alk-1q-2025-earnings.htmlSPG Composite PMI flash April 2025
https://www.pmi.spglobal.com/Public/Home/PressRelease/9ee36c52b8a649adada211c1842512behttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
U.S. URGENT: Banks Are Preparing for a Rate Collapse?
24 april 2025 · 20 min
While the whole world seems convinced the rest of it is rotating away from Treasuries, the actual evidence unequivocally shows something very different. This isn't a one-time relationship, either. Instead, a deep fundamental basis that connects repo, interest rates foundations, global banks, and the recent deflationary developments. Lees meer
Eurodollar University's Money & Macro Analysis
Bloomberg Traders View Treasury Auctions as Litmus Test for Foreign Buyers
https://www.bloomberg.com/news/articles/2025-04-23/us-treasury-auctions-offer-latest-clues-on-foreign-buyers-strikehttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Something HUGE Just happened
23 april 2025 · 20 min
Another day, another major warning this time once again from the Swiss. This one is a critical dollar signal. Even though the mainstream gets it completely backward, that diminish the significance of the surge. Plus, it is being corroborated by others along with changes to macro interpretations even among official bodies like the IMF. Lees meer
Eurodollar University's Money & Macro Analysis
SNB's Martin Schlegel December 12, 2024
https://www.bloomberg.com/news/videos/2024-12-12/snb-s-schlegel-on-interest-rate-decision-negative-ratesIMF WEO April 2025
https://www.imf.org/en/Publications/WEO/Issues/2025/04/22/world-economic-outlook-april-2025https://www.eurodollar.university
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URGENT: Tariffs Just Triggered a 64% Drop in Imports — This Is Just the Start
22 april 2025 · 20 min
If you are in any way interested in precious metals, you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
http://www.monetary-metals.com/Snider/ Lees meerWe're moving out of the theoretical impacts from tariffs and global weakness and into the reality of the situation. The first data from April is coming in from a variety of sources. China is seeing major reactions, as did South Korea. Hardly being spared, the response in Philly manufacturing was near-historic. Here comes the data for all those dependent.
Eurodollar University's Money & Macro Analysis
CNBC Trade war fallout: Cancellations of Chinese freight ships begin as bookings plummet
https://www.cnbc.com/2025/04/16/trade-war-fallout-china-freight-ship-decline-begins-orders-plummet.htmlBloomberg Shrinking Korea Exports Send Global Warning on Trump Tariffs
https://www.bloomberg.com/news/articles/2025-04-21/south-korea-s-early-trade-data-show-exports-shrank-after-tariffsHankyoreh BOK warns of negative economic growth in Q1, hinting at another downgrade in May
https://www.hani.co.kr/arti/english_edition/e_business/1193165.htmlConference Board March 2025 LEI
https://www.conference-board.org/topics/us-leading-indicatorshttps://www.eurodollar.university
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Foreigners Are Dumping Record Treasuries — Is This the End?!
21 april 2025 · 20 min
Foreign governments are selling large quantities of Treasury securities, including the Chinese. Several commentators have therefore suggested there is a growing probability China devalues the yuan. While all of these results and possibilities are indeed related, not all foreigners are selling dollar assets. According to the same data, this group has been a buying hand over fist. Lees meer
Eurodollar University's conversation w/Steve Van Metre
https://www.eurodollar.university
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You Won’t Believe What Just Happened to Interest Rates in Europe
20 april 2025 · 21 min
Anyone looking to buy gold really needs to contact today's video sponsor, our friends over at DefytheGrid, using the link below:
https://defythegrid.com/c/eurodollaruniversity/ Lees meerMake sure you use Coupon Code: eurodollaruniversity
A return to historic low interest rates in Europe is now practically guaranteed. Chances for ultra-low and maybe even zero is becoming too much to ignore. More importantly, why Europe has become a leader of the pack in the race to the bottom.
Eurodollar University's Money & Macro Analysis
ECB Press Conference April 2025
https://www.ecb.europa.eu/press/press_conference/monetary-policy-statement/2025/html/ecb.is250417~091c625eb6.en.html
https://www.youtube.com/watch?v=5YWkRPdC79Mhttps://www.eurodollar.university
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Every Major Crisis Started JUST Like This… And It’s Happening Again
18 april 2025 · 21 min
If you are in any way interested in precious metals, you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
http://www.monetary-metals.com/Snider/ Lees meerThere are way too many critical financial and monetary signals at crisis levels right now. The 2008 or 2020 comparisons are all over the place. The latest to reach these numbers is derived from silver. By itself, what it has done is alarming. Combined with everything else performing similarly, it's too much to ignore. The reason why is what all these together really mean, exactly what we investigate here.
Eurodollar University's Money & Macro Analysis
https://www.eurodollar.university
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Japan is PLUNGING and it’s Quickly Spreading to the Rest of the World
17 april 2025 · 20 min
Anyone looking to by gold really needs to contact today's video sponsor, our friends over at DefytheGrid, using the link below:
https://defythegrid.com/c/eurodollaruniversity/ Lees meerMake sure you use Coupon Code: eurodollaruniversity
A big move in Japan today, with yields dropping and the yen rising. Both were matched by some truly grim developments and warnings from around the world, everything from AI to the Bank of Canada's extreme case and then some truly grim results in New York. Or, exactly what JGBs and JPY are signaling themselves.
Eurodollar University's Money & Macro Analysis
Bloomberg Nvidia Curbs and ASML Warning Spur Global Tech-Stock Rout
https://www.bloomberg.com/news/articles/2025-04-16/nvidia-supplier-stocks-drop-on-latest-china-export-restrictionsWTO April 2025 Global Trade Outlook
https://www.wto.org/english/res_e/booksp_e/trade_outlook25_e.pdfFRBNY April 2025 Business Leaders Survey https://www.newyorkfed.org/medialibrary/media/Survey/business_leaders/2025/2025_04blsreport.pdf?sc_lang=en&hash=F63E9C1D24FCF84A22217C915C713718
https://www.eurodollar.university
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Central Banks Are Being Forced To Lower Interest Rates Now
16 april 2025 · 19 min
If you are in any way interested in precious metals, you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
http://www.monetary-metals.com/Snider/ Lees meerCentral bankers all over the world kept saying, nah, we’re not going to do it this time. They weren’t going to race to the bottom, cutting their interest rates back down to historical lows. And the data keeps coming in that says, yeah, you are. Troubling developments along these lines as Europe goes more for the bottom.
Eurodollar University's Money & Macro Analysis
Bloomberg UK Employment Fell Most Since Pandemic Ahead of Tax Hike
https://www.bloomberg.com/news/articles/2025-04-15/uk-wage-growth-quickens-employment-falls-in-dilemma-for-boeRueters ECB's Rehn sees stronger case for ECB rate cut in April amid trade war
https://www.reuters.com/markets/europe/ecbs-rehn-sees-stronger-case-ecb-rate-cut-april-amid-trade-war-2025-04-09/ZEW press release
https://www.zew.de/en/press/latest-press-releases/liberation-day-causes-zew-indicator-to-plungeIEA April 2025
https://www.iea.org/reports/oil-market-report-april-2025Bloomberg Oil Goes From Bad to Worse in First Takes on 2026
https://www.bloomberg.com/news/newsletters/2025-04-15/oil-goes-from-bad-to-worse-in-first-takes-on-2026https://www.eurodollar.university
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Ray Dalio Just Warned of a Potential Financial Crisis (Here's What You MUST Know)
15 april 2025 · 22 min
Ray Dalio says he believes the economy is already on the edge of a full-blown recession already, and he's hardly alone. However, Dalio also told Meet The Press his main worry is that recession economy getting slammed by a crisis. While Mr. Dalio means persistently higher interest rates, we know that's not what the real markets are pricing even if ultimately this would lead to exactly what he's warning about. Lees meer
Eurodollar University's Money & Macro Analysis
NBC News Ray Dalio MtP
https://www.nbcnews.com/meet-the-press/video/billionaire-investor-ray-dalio-is-worried-about-something-worse-than-recession-full-interview-237257285807Bloomberg Bessent Is Wrong About Banks Saving Treasuries
https://www.bloomberg.com/opinion/articles/2025-04-14/bessent-is-wrong-about-banks-saving-treasuriesFRBNY SCE
https://www.newyorkfed.org/microeconomics/sce#/Bloomberg Fearing Recession, Young People Are Heading to Grad School
https://www.bloomberg.com/news/articles/2025-04-12/grad-school-interest-surges-as-young-people-fear-recession-bleak-job-markethttps://www.eurodollar.university
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Consumer Confidence Just COLLAPSED, Again...
14 april 2025 · 18 min
Consumer confidence plummeted to second lowest on record for a series that dates back to 1952 as American workers are afraid for their jobs in way the economy hasn't seen since the worst months of 2009. If that wasn't enough, both consumer and producer price indexes for March declined into deflation...in spite of tariffs. Lees meer
Eurodollar University's conversation w/Steve Van Metre
University of Michigan Surveys of Consumers
https://www.sca.isr.umich.edu/https://www.eurodollar.university
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Everyone Thinks the Dollar Is Crashing — They’re Missing the Real Risk
13 april 2025 · 19 min
DXY fell to its lowest value in more than two years. That means the dollar is crashing, right? Everyone says so, but when it comes to the dollar or anything related to the monetary system what everyone says is rarely ever so. The dollar IS going nuts, at least that part's right. Lees meer
Eurodollar University's Money & Macro Analysis
Reuters US dollar stranglehold on global FX sets stage for euro parity: Reuters poll
https://www.reuters.com/markets/currencies/us-dollar-stranglehold-global-fx-sets-stage-euro-parity-2025-01-08/Reuters Next up for markets: A crisis of confidence in the dollar
https://www.reuters.com/markets/wealth/next-up-markets-crisis-confidence-dollar-2025-04-04/https://www.eurodollar.university
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WARNING: Something Just Broke in the Financial System (Again)
11 april 2025 · 20 min
If you are in any way interested in precious metals, you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
http://www.monetary-metals.com/Snider/ Lees meerOne of the most critical and dependable monetary signals we have utterly crashed this week. While other financial markets struggle to regain their footing, this one says there's more disorder still to come along with the negative consequences from it in the real economy. And to punctuate how high the possibilities are, the BLS reported a disturbingly negative CPI for March.
Eurodollar University's Money & Macro Analysis
https://www.eurodollar.university
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URGENT: This Could Trigger A Full-Blown Global Liquidity Crisis
10 april 2025 · 21 min
Why are Treasury yields soaring when they should be falling on flight to safety? This is the telltale sign of something we're not supposed to talk about or even recognize. As clear as day, the Treasury market's supposed breakdown explains everything else that's happening alongside it: why there are liquidations and chaos seemingly in every direction. Lees meer
Eurodollar University's Money & Macro Analysis
Basis Trade/Hedge Fund Bailout
https://youtu.be/MF3B0puKkxUhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
HOLY SH*T! Larry Fink Just Revealed the Truth About the Economy
9 april 2025 · 21 min
Downgrades are coming in from all over the place, this one from America's top CEOs. Worse than that, critical segments of the bond market wholeheartedly agree with the increasingly dire assessments, making multiyear lows of their own. Moreover, the latest data on consumer credit fans the flames of ongoing liquidations. Lees meer
Eurodollar University's Money & Macro Analysis
CNBC CEOs think the U.S. is ‘probably in a recession right now,’ says BlackRock’s Larry Fink
https://www.cnbc.com/2025/04/07/ceos-think-the-us-is-probably-in-a-recession-right-now-says-blackrocks-larry-fink.htmlBloomberg Goldman Boosts Recession Risk, Brings Forward Fed Rate-Cut Call
https://www.bloomberg.com/news/articles/2025-04-07/goldman-boosts-recession-risk-brings-forward-fed-rate-cut-callhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Asia Just Triggered the Next Wave of Liquidations
8 april 2025 · 21 min
Today was Asia's turn to get pummeled by margin calls, distressed sales, even liquidations. Within all those, there are growing signs of monetary deflation. First, the key role Japan played in what happened. Then, an abrupt selloff in Treasuries which left the mainstream shaking its collective head. Instead, a telltale sign all its own. Lees meer
Eurodollar University's Money & Macro Analysis
Bloomberg Asian Stocks Tumble Most Since 2008 on Global Recession Worries
https://www.bloomberg.com/news/articles/2025-04-07/asian-stock-benchmarks-drops-most-in-14-years-on-tariff-concernsBloomberg China Stocks Suffer ‘Panic Selling’ as Tariff War Escalates
https://www.bloomberg.com/news/articles/2025-04-07/chinese-stocks-plunge-amid-growing-fear-of-full-blown-trade-warhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Markets Are Crashing for a Reason Everyone Missed
7 april 2025 · 18 min
Market meltdowns took center stage and attention away from March payroll estimates. They were overshadowed by a rise in unemployment which further cemented growing financial concerns the economy has already fallen into the bad case. That point has previously been raised by a key factor almost everyone had missed. Lees meer
Eurodollar University's conversation w/Steve Van Metre
https://www.eurodollar.university
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Markets Are PANICKING as Interest Rates COLLAPSE Globally
6 april 2025 · 45 min
If you are in any way interested in precious metals, you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
http://www.monetary-metals.com/Snider/ Lees meerIf you want to come hang out at Rebel Capitalist Live, Use code jeff (lowercase) at checkout to get $100 off your ticket → https://rebelcapitalistlive.com/
Eurodollar University's Money & Macro Analysis
https://www.eurodollar.university
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The ENTIRE Global Economy Just Entered Recession
3 april 2025 · 19 min
Downgrade fever is here. It's coming in from private sources as well as central banks, in the US as well as outside of it. The global economy's loss of momentum has become too much to ignore any longer. While that just means everyone will blame tariffs, all those are doing is waking everyone up to what's been happening for some time already. Lees meer
Eurodollar University's Money & Macro Analysis
Atlanta Fed GDPNow
https://www.atlantafed.org/cqer/research/gdpnowBloomberg Fed’s Goolsbee Warns of Tariff-Induced Pullback in Spending
https://www.bloomberg.com/news/articles/2025-04-01/fed-s-goolsbee-warns-of-tariff-induced-pullback-in-spendingCNBC #RecessionIndicator: Young Americans are losing confidence in the economy — and it shows online
https://www.cnbc.com/2025/03/27/young-americans-are-losing-confidence-in-economy-and-it-shows-online.htmlCNBC First-quarter GDP growth will be just 0.3% as tariffs stoke stagflation conditions, says CNBC survey
https://www.cnbc.com/2025/03/31/first-quarter-gdp-growth-will-be-just-0point3percent-as-tariffs-stoke-stagflation-conditions-says-cnbc-survey.htmlBloomberg Pimco Favors Stable Returns From Bonds as Recession Risk Builds
https://www.bloomberg.com/news/articles/2025-04-01/pimco-favors-stable-returns-from-bonds-as-recession-risk-buildsOECD March 2025
https://www.oecd.org/en/publications/oecd-economic-outlook-interim-report-march-2025_89af4857-en.htmlOECD December 2024
https://www.oecd.org/en/publications/2024/12/oecd-economic-outlook-volume-2024-issue-2_67bb8fac.htmlOECD November 2010
https://www.oecd.org/content/dam/oecd/en/publications/reports/2010/12/oecd-economic-outlook-volume-2010-issue-2_g1ghbb4a/eco_outlook-v2010-2-en.pdfBloomberg France’s 2025 Economic Growth Forecast to Be Cut, Minister Says
https://www.bloomberg.com/news/articles/2025-04-02/france-s-2025-economic-growth-forecast-to-be-cut-minister-sayshttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
This Invisible Threat Could Bring Down the Entire Financial System
2 april 2025 · 19 min
The selloff in the riskiest corners of the credit market has been significant over the past month, yet there are worries it is nowhere near enough. Some have called it the financial system's gray swan, the most glaring inconsistency nearly everyone is simply ignoring or trying to paper over. As the economy deteriorates - with more evidence today - the risk to the system only gets bigger and louder. Lees meer
Eurodollar University's Money & Macro Analysis
Bloomberg US Recession Fear Raises ‘Gray Swan’ Risk for Bond Investors
https://www.bloomberg.com/news/articles/2025-04-01/us-recession-worries-raise-gray-swan-risk-for-bond-investorshttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
The AI Bubble Just BURSTS, And It's Sending a MASSIVE Warning to the Entire Economy
1 april 2025 · 20 min
There are growing signs the AI bubble has indeed been a bubble and it may be reversing. That's not great for stocks, obviously, but the potential goes way beyond plaguing equities. There are direct impacts as well as, most importantly, the combination with other negative factors producing a confluence of too many headwinds. Lees meer
Eurodollar University's Money & Macro Analysis
Bloomberg Microsoft Abandons Data Center Projects, TD Cowen Says
https://www.bloomberg.com/news/articles/2025-03-26/microsoft-abandons-more-data-center-projects-td-cowen-saysBloomberg Alibaba’s Tsai Warns of ‘Bubble’ in AI Data Center Buildout
https://www.bloomberg.com/news/articles/2025-03-25/alibaba-s-tsai-warns-of-a-bubble-in-ai-datacenter-buildoutBloomberg US Credit Risk Gauge Shows Fear Rising as Tariffs Loom This Week
https://www.bloomberg.com/news/articles/2025-03-31/us-credit-risk-gauge-shows-fear-rising-as-tariffs-loom-this-weekWSJ Tech Giants Double Down on Their Massive AI Spending
https://www.wsj.com/tech/ai/tech-giants-double-down-on-their-massive-ai-spending-b3040b33Goldman Sachs Will the $1 trillion of generative AI investment pay off?
https://www.goldmansachs.com/insights/articles/will-the-1-trillion-of-generative-ai-investment-pay-offCNBC First-quarter GDP growth will be just 0.3% as tariffs stoke stagflation conditions, says CNBC survey
https://www.cnbc.com/2025/03/31/first-quarter-gdp-growth-will-be-just-0point3percent-as-tariffs-stoke-stagflation-conditions-says-cnbc-survey.htmlhttps://www.eurodollar.university
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Something Really Strange Just Happened With This Economic Data
31 maart 2025 · 19 min
With recession fears still growing, the government just reported strange results for a key set of economic data. And it's contradicted by a range of other reports, starting with more retailer warnings like the one from Lululemon about store traffic. Lees meer
Eurodollar University's Money & Macro Analysis
Bloomberg Lululemon Plunges With Outlook Hurt by US Consumer Worries
https://www.bloomberg.com/news/articles/2025-03-27/lululemon-s-us-struggles-weigh-on-sales-outlook-for-coming-yearhttps://www.eurodollar.university
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BREAKING: The Fed Is Preparing for the Next Financial Crisis
30 maart 2025 · 23 min
Why are senior researchers and former officials urging the Fed to create a hedge fund bailout? At first, this seems to be about the Treasury market and concerns tied to March 2020. It doesn't take too long, however, to see what's really going on here. Lees meer
Eurodollar University's Money & Macro Analysis
Brookings Treasury market dysfunction and the role of the central bank
https://www.brookings.edu/articles/treasury-market-dysfunction-and-the-role-of-the-central-bank/Bloomberg Fed Urged to Explore Hedge Fund Bailout Tool for Basis Trade
https://www.bloomberg.com/news/articles/2025-03-27/fed-urged-to-mull-a-hedge-fund-bailout-facility-for-basis-tradesOFR Hedge Funds and the Treasury Cash-Futures Disconnect
https://www.financialresearch.gov/working-papers/files/OFRwp-21-01-hedge-funds-and-the-treasury-cash-futures-disconnect.pdfFOMC Meeting Minutes March 15, 2020
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20200315.pdfhttps://www.eurodollar.university
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Europe’s Banks Just Sent a MASSIVE Warning to The World
28 maart 2025 · 18 min
Historic bond buying by European banks kept up again in February. The two-month binge is only surpassed by April and May 2020. At the same time, no lending to speak of, banks being totally defensive despite rate cuts. The implications are enormous given the background for 2025. Lees meer
Eurodollar University's Money & Macro Analysis
You can watch the replay of our last webinar going over the various scenarios for the global economy:
https://event.webinarjam.com/go/replay/27/n0rnxu71sp7b8nb1Eurodollar University's one-time webinar offer for its subscriptions and memberships:
https://www.eurodollar.university/webinar-offerECB The euro area bank lending survey - Fourth quarter of 2024
https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2024q4~e1ddae0f19.en.htmlECB Past Macroeconomic Projections
https://www.ecb.europa.eu/mopo/devel/ecana/html/table.en.htmlECB Using corporate earnings calls to forecast euro area labour demand
https://www.ecb.europa.eu/press/economic-bulletin/focus/2025/html/ecb.ebbox202502_04~3283f1bc62.en.htmlBloomberg ECB’s Escriva Says Downside Risks Are Outweighing Upside Risks
https://www.bloomberg.com/news/articles/2025-03-24/ecb-s-escriva-says-downside-risks-are-outweighing-upside-risksBloomberg ECB Rate Cuts Are Neither Finished Nor Automatic, Villeroy Says
https://www.bloomberg.com/news/articles/2025-03-25/ecb-rate-cuts-are-neither-finished-nor-automatic-villeroy-saysBloomberg Stournaras Says Everything Points to April ECB Cut: Econostream
https://www.bloomberg.com/news/articles/2025-03-21/stournaras-says-everything-points-to-april-ecb-cut-econostreamBloomberg Lagarde Says Uncertainty Means ECB Can’t Commit on Rates
https://www.bloomberg.com/news/articles/2025-03-20/lagarde-says-rising-uncertainty-means-ecb-can-t-commit-on-rateshttps://www.eurodollar.university
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We NEED a Crash to Fix the Economy (I'm Not Joking)
27 maart 2025 · 22 min
You can watch the replay of the webinar here https://event.webinarjam.com/go/replay/27/n0rnxu71sp7b8nb1 Lees meer
Eurodollar University's one-time webinar offer for its subscriptions and memberships:
https://www.eurodollar.university/webinar-offerWhy on earth would anyone say we need a serious financial and economic crisis? Simple: it might be the only way to avoid a lot worse. We've had two so far in the last almost twenty years that got us nowhere; worse than nowhere. If nothing else, maybe third time's a charm.
Eurodollar University's Money & Macro Analysis
Ben Bernanke's pathetic response to some real Congressional questioning in July 2012:
https://www.c-span.org/program/house-committee/us-economic-outlook-and-monetary-policy/282124https://www.eurodollar.university
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BREAKING: Data Shows Consumers Are Terrified of Jobs & Incomes
26 maart 2025 · 19 min
You can watch the replay of the webinar here https://event.webinarjam.com/go/replay/27/n0rnxu71sp7b8nb1 Lees meer
Eurodollar University's one-time webinar offer:
https://www.eurodollar.university/webinar-offerConsumer confidence collapsed in March, at the same time data on services industries showed much the same. This dramatic loss of momentum is coming up seemingly everywhere, to the point it has Wall Street taking the R-word more seriously than at any time since 2020. Not for nothing, that's what some of these datapoints are looking like.
Eurodollar University's Money & Macro Analysis
Conference Board Consmer Confidence March 2025
https://www.conference-board.org/topics/consumer-confidencePhilly Fed March 2025 Nonmanufacturing Business Outlook Survey
https://www.philadelphiafed.org/surveys-and-data/regional-economic-analysis/nbos-2025-03New York Fed Business Leaders Survey https://www.newyorkfed.org/survey/business_leaders/bls_overview.html
Chicago Fed Survey of Economic Conditions (CFSEC)
https://www.chicagofed.org/research/data/cfsec/current-dataRichmond Fed Fifth District Survey of Service Sector Activity
https://www.richmondfed.org/region_communities/regional_data_analysis/surveys/service_sectorCNBC DoubleLine’s Gundlach sees more risk coming along with greater chance of recession
https://www.cnbc.com/2025/03/20/doublelines-gundlach-sees-more-risk-coming-and-greater-chance-of-recession-.html?qsearchterm=gundlachCNBC The probability of a recession is approaching 50%, Deutsche markets survey finds
https://www.cnbc.com/2025/03/24/the-probability-of-a-recession-is-approaching-50percent-deutsche-markets-survey-finds.htmlhttps://www.eurodollar.university
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You Won’t Believe What FedEx Just Revealed About Consumers
25 maart 2025 · 18 min
You can watch the replay of the webinar here https://event.webinarjam.com/go/replay/27/n0rnxu71sp7b8nb1 Lees meer
FedEx warned that the US economy is now the biggest constraint on the world, experiencing what the shipper currently estimates is a very serious round of "uncertainty." However, incoming data - not to mention the dollar - shows how the situation is becoming more - not less - certain, with a whole host of updates today. "Uncertainty" simply means "we don't like how this looks."
Eurodollar University's Money & Macro Analysis
CNBC FedEx cuts full-year results forecast on ‘uncertainty’ in economy, bad weather
https://www.cnbc.com/2025/03/20/fedex-cuts-full-year-results-forecast-on-uncertainty-in-economy-bad-weather.htmlBloomberg Lightspeed Cuts Revenue Outlook on Weakening Consumer Confidence
https://www.bloomberg.com/news/articles/2025-03-24/lightspeed-tsx-lspd-cuts-revenue-guidance-as-consumer-spending-slowsSPG US PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/a30301f1804041a083e1a0671ee3df46SPG-HCOB EZ PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/b4bd322643a349e99e8d6f8c290051e0Jibun Japan PMIs
https://www.pmi.spglobal.com/Public/Home/PressRelease/7a339d18dce843d68203c0455cb84caahttps://www.eurodollar.university
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This Is the MOST Over-Leveraged Bet in Crypto History
24 maart 2025 · 22 min
Michael Saylor's Strategy sold $700 million in preferred stock Friday, but with an eye-opening 10% dividend attached to be paid in cash. Not stock. Not coins. It was the second straight preferred sale in as many months, though the first one went off at only 8%. Security sales. Trying to get govts and Big Tech to buy Bitcoin. What is going on in the world of BTC? There's a huge STORY here, one that's bigger than Saylor. Lees meer
Eurodollar University's Money & Macro Analysis
MSTF Pfd Stock Mar 2025
https://www.strategy.com/press/strategy-announces-pricing-of-strf-perpetual-preferred-stock_03-21-2025MSTR Pfd Stock Jan 2025
https://www.strategy.com/press/microstrategy-announces-pricing-of-strike-preferred-stock-offering-strk_01-31-2025MSTR Convertible Notes Nov 2024
https://www.strategy.com/press/microstrategy-completes-3-billion-offering-of-convertible-senior-notes-due-2029-at-0-coupon-and-55-conversion-premium_11-21-2024Bitcoin is perfect money
https://x.com/Cointelegraph/status/1902757116747612169SEC Filings 10-Q Strategy (MSTR)
https://www.sec.gov/ix?doc=/Archives/edgar/data/0001050446/000095017025021814/mstr-20241231.htm#item_8_financial_statements_supplementarMichael Saylor A Digital Assets Strategy to Dominate the 21st Century Global Economy
https://www.michael.com/a-digital-assets-strategyReason El Salvador Walks Back Its Bitcoin Law
https://reason.com/2025/02/03/el-salvador-walks-back-its-bitcoin-law/elsalvador.com
https://www.elsalvador.com/noticias/negocios/bitcoin-el-salvador-criptomonedas-iudop-/1194324/2025/https://www.eurodollar.university
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Small Business Stocks Just Signaled a HUGE Warning for America's Future
23 maart 2025 · 18 min
If you are in any way interested in precious metals, you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
http://www.monetary-metals.com/Snider/ Lees meerI am also doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here: https://event.webinarjam.com/register/27/l3k2rby6
Canary in the coalmine. Not Mag Seven, Russell. The macroeconomic warnings are coming in from all direction. Small caps. AI bubble. Macro data. Even the Federal Reserve isn't so certain these days. With Nike and FedEx the latest to offer their $0.02, it's a bit more than mere "uncertainty."
Eurodollar University's conversation w/Steve Van Metre
https://www.eurodollar.university
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Global Central Banks Are Quietly Preparing For Economic Collapse
21 maart 2025 · 21 min
I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here: https://event.webinarjam.com/register/27/l3k2rby6 Lees meer
Following the Fed, the Swiss, Swedes and BoE. Plus a shocking drop in Australian employment that's going to be a factor for RBA, too. Whatever central bankers say today, it's what they're already doing which matters. The upshot is that those currently not engaged in the global race to the bottom (interest rates) are increasingly likely to re-enter it. Mr. Powell, too.
Eurodollar University's Money & Macro Analysis
SNB statement
https://www.snb.ch/public/publication/en/www-snb-ch/publications/communication/press-releases-restricted/pre_20250320/0_en/pre_20250320.en.pdfCNBC International Interview w/SNB's Martin Schlegel
https://www.youtube.com/watch?v=wGghKflsrngBloomberg Swiss Watch Exports Resume Drop on Weak China, US Demand
https://www.bloomberg.com/news/articles/2025-03-20/swiss-watch-exports-drop-in-february-on-weak-demand-in-china-usMorningstar Bank of England votes 8-1 to keep interest rates on hold at 4.50%
https://www.morningstar.co.uk/uk/news/AN_1742473139383901300/bank-of-england-votes-8-1-to-keep-interest-rates-on-hold-at-450.aspxBloomberg Sweden’s Riksbank Holds Rate Steady and Says Easing Is Over
https://www.bloomberg.com/news/articles/2025-03-20/sweden-s-riksbank-holds-rate-steady-and-signals-easing-is-overRiksbank May 2024 statement
https://www.riksbank.se/en-gb/monetary-policy/monetary-policy-report/2024/monetary-policy-decision-may-2024/FOMC SEP (and dots)
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20250319.pdfhttps://www.eurodollar.university
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GDP Downgrades Have Begun, The Fed is in BIG Trouble
20 maart 2025 · 18 min
I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here: https://event.webinarjam.com/register/27/l3k2rby6 Lees meer
The only question is how long the Fed can hold out, not if. With other central banks racing toward the bottom already, the fact those around the FOMC are also speaking with more forceful concerns - even downgrading - their expectations has the Fed effectively trapped, only a step maybe two away from re-entering that same race.
Eurodollar University's Money & Macro Analysis
Bloomberg US Growth Downgrades Appear on Wall Street Amid Policy Turmoil
https://www.bloomberg.com/news/newsletters/2025-03-10/us-recession-growth-downgrades-appear-on-wall-street-amid-policy-turmoilAtlanta Fed GDPNow
https://www.atlantafed.org/cqer/research/gdpnowAtlanta Fed GDPNow Q1 adjustments
https://www.linkedin.com/pulse/gdp-forecasters-some-gold-doesnt-glitter-atlantafed-fxb2e/?trackingId=IKtl2qJkTya%2FgvCxax%2FXEQ%3D%3DBloomberg Fed Needs to Raise Threat of ‘Bad News’ Rate Cuts, El-Erian Says
https://www.bloomberg.com/news/articles/2025-03-19/el-erian-says-fed-needs-to-raise-threat-of-bad-news-rate-cutshttps://www.eurodollar.university
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Credit Markets Are Breaking: Is This the Start of Another Financial Crisis?
19 maart 2025 · 20 min
If you are in any way interested in precious metals, you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
http://www.monetary-metals.com/Snider/ Lees meerI am also doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here: https://event.webinarjam.com/register/27/l3k2rby6
After credit spreads had narrowed to near historic lows last month, they've made a major move off them. In fact, the rise in spreads has already equaled last summer. But this year's credit selloff has begun to spread to other segments of the marketplace, including sharp price changes in risky assets like leveraged loans and even private equity. And there is a small hint of yen.
Eurodollar University's Money & Macro Analysis
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Retail Sales PLUNGE—Does This Confirm America's Silent Recession?"
18 maart 2025 · 19 min
I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here: https://event.webinarjam.com/register/27/l3k2rby6 Lees meer
The big drop in retail sales in January turns out to have been even bigger - much more. And then February consumer spending failed to rebound from it, coming in way below expectations, too. Add retail sales to the growing list on the side of "recession scare." Plus, the bad start to 2025 confirms a whole lot more on that side.
Eurodollar University's Money & Macro Analysis
Bloomberg Disappointing Retail Sales Add to Concerns About US Outlook
https://www.bloomberg.com/news/articles/2025-03-17/us-retail-sales-rise-by-less-than-forecast-after-january-dropNFR CNBC/NRF Retail Monitor Shows February Sales Were Down Monthly Amid Tariff Concerns
https://nrf.com/media-center/press-releases/cnbc-nrf-retail-monitor-shows-february-sales-were-down-monthly-amid-tariff-concernsBloomberg The US Economic Outlook Is Becoming More Uncertain
https://www.bloomberg.com/opinion/articles/2025-03-17/the-us-economic-outlook-is-becoming-more-uncertainBloomberg Gen Z’s Job Recession Needs Urgent Attention
https://www.bloomberg.com/opinion/articles/2025-03-17/gen-z-job-recession-needs-urgent-attentionhttps://www.eurodollar.university
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Swiss Central Bank Just Sent a HUGE Warning to the World
17 maart 2025 · 18 min
I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here: https://event.webinarjam.com/register/27/l3k2rby6 Lees meer
The return of zero interest rates. Not in some distant future, right now. A major central bank will be debating the potential return of ZIRP this week. And it is far from alone; policy rates aren't just falling all over the world, they're already a lot closer to the historical lows everyone said we'd never see again.
Eurodollar University's conversation w/Steve Van Metre
https://www.eurodollar.university
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Chinese Banks Have Stopped Lending, and the CCP Is Getting Desperate
16 maart 2025 · 22 min
I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here: https://event.webinarjam.com/register/27/l3k2rby6 Lees meer
Foreign companies are fleeing China in droves as the government there is now smack in the middle of an epic borrowing spree. Those two things are related, both stemming from the same major deficiency: banks. Not central banks; actual banks. And China's institutions continue to explore new depths.
Eurodollar University's Money & Macro Analysis
Bloomberg Chinese Stocks Surge as Beijing Plans Briefing on Consumption
https://www.bloomberg.com/news/articles/2025-03-14/consumer-stocks-drive-china-benchmark-to-highest-level-this-yearBloomberg China Has Record Foreign Investment Outflow as $168 Billion Exit
https://www.bloomberg.com/news/articles/2025-02-14/china-has-record-foreign-investment-outflow-as-168-billion-exithttps://www.eurodollar.university
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Canadian Central Bank Just Warned The Global Economy Is Breaking
14 maart 2025 · 18 min
If you are in any way interested in precious metals, you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
http://www.monetary-metals.com/Snider/ Lees meerI am also doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here: https://event.webinarjam.com/register/27/l3k2rby6
The global "race to the bottom" for interest rates is already well underway, more than most people might think. They've been led to believe it's just a few rate cuts here or there, when the reality is very different. The Bank of Canada is a perfect example, a central bank that has already lowered its rates by a ton. Markets and fundamentals all say there's more coming; the rate race is far from over.
Eurodollar University's Money & Macro Analysis
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Airlines Just Admitted EVERYONE IS GOING BROKE!
13 maart 2025 · 20 min
I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here: https://event.webinarjam.com/register/27/l3k2rby6 Lees meer
Delta airlines in January said business was booming and that the company had confidence there was no end in sight Yesterday, the CEO called the first quarter a "parade of horribles" as economic "uncertainty" spoiled everything. Delta was not alone and not just in terms of airlines. There isn't economic uncertainty, the opposite is taking hold including what was in the February CPI. Not only did it confirm the latest from the carriers, there was a whole lot more in it beside.
Eurodollar University's Money & Macro Analysis
Dallas Morning News Walmart CEO warns food prices are causing ‘frustration and pain’
https://www.dallasnews.com/business/retail/2025/03/03/walmart-ceo-warns-food-prices-are-causing-frustration-and-pain/Delta Airlines 8-k
https://d18rn0p25nwr6d.cloudfront.net/CIK-0000027904/11d5a8ff-be02-448c-84f4-463a77b3365f.pdfBloomberg Delta Air Surges After Bet on More Premium Seats Pays Off
https://www.bloomberg.com/news/articles/2025-01-10/delta-tops-profit-estimates-on-overseas-business-travel-reboundIBD Delta, American Dive On Slashed Outlooks; But Two Airlines Rally
https://www.investors.com/news/delta-air-lines-cuts-q1-2025-guidance-demand-delta-stock-dal/https://www.eurodollar.university
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China’s Economy Is COLLAPSING and It's Spreading to Rest of the World
12 maart 2025 · 20 min
If you are in any way interested in precious metals, you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
http://www.monetary-metals.com/Snider/ Lees meerI am also doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here: https://event.webinarjam.com/register/27/l3k2rby6
While the world is lost in the "recession scare", China comes along and adds its considerable deflationary weight to it by reporting more outright price deflation. Both consumer and producer. Together with a sharp drop in imports, this global loss of macro momentum is certainly not lost on China. That can only mean one thing: more government debt.
Eurodollar University's Money & Macro Analysis
CNN China’s deflation problems get worse
https://www.cnn.com/2025/03/10/economy/china-cpi-deflation-problems-intl-hnk/index.htmlhttps://www.eurodollar.university
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Global Recession Fears EXPLODE: Stocks Crash, Bond Yields Plummet
11 maart 2025 · 20 min
I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here: https://event.webinarjam.com/register/27/l3k2rby6 Lees meer
Stocks plunged, bond yields dropped, the R-word is now the common phrase in the media...Jay Powell says everything is just fine and dandy. Even the President is now cautioning the economy might be going through a "transition" and the markets more and more can't get away from it.
Eurodollar University's Money & Macro Analysis
Bloomberg Bond Market’s Trump Trade Is Looking Like a Recession Play
https://www.bloomberg.com/news/articles/2025-03-09/the-bond-market-s-trump-trade-is-looking-like-a-recession-tradeBloomberg Treasuries Gain as Trump Transition Talk Fuels Recession Angst
https://www.bloomberg.com/news/articles/2025-03-10/us-credit-risk-rises-as-tariffs-job-cuts-stoke-recession-fearsJay Powell in Chicago
https://www.youtube.com/watch?v=e6pZzfv8AQENBC Dow falls nearly 900 points and Nasdaq dives 4% as stock selloff gathers steam
https://www.nbcnews.com/business/markets/stocks-tank-trump-declines-dismiss-recession-risk-rcna195653https://www.eurodollar.university
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Global Trade is Facing a Crisis – And No One is Ready For It
10 maart 2025 · 19 min
I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare, you can sign up here https://event.webinarjam.com/register/27/l3k2rby6 Lees meer
Hot on the heels of the big drop in employment, global trade soared at the absolute wrong time and for all the wrong reasons. Both point to the same huge loss of economic momentum, now seen coming from places all over the world. China, Canada...even the USA.
Eurodollar University's conversation w/Steve Van Metre
https://www.eurodollar.university
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WARNING: The Retail Apocalypse Has Begun
9 maart 2025 · 19 min
If you are in any way interested in precious metals, you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
http://www.monetary-metals.com/Snider/ Lees meerMacy's is yet another with a warning on the economy just in time for the payroll numbers on February. They were a disaster if hardly anyone saw the true scale of it. Macy's might have a sense, as do other retailers. The data shows there really is big time trouble brewing in the jobs market.
Eurodollar University's Money & Macro Analysis
Sign up for our free March 24 webinar on the big emerging global trends: https://event.webinarjam.com/register/27/l3k2rby6
WSJ Macy’s Expects Sales to Drop Again This Year
https://www.wsj.com/business/earnings/macys-q4-earnings-results-m-stock-d3da1b6aCNBC U.S. payroll growth totals 151,000 in February, less than expected
https://www.cnbc.com/2025/03/07/jobs-report-february-2025.htmlhttps://www.eurodollar.university
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URGENT: Germany Just Triggered a Bond Market Meltdown
7 maart 2025 · 22 min
Sign up for our free March 24 webinar right here: https://event.webinarjam.com/register/27/l3k2rby6 Lees meer
Another bazooka, this time from Germany, of all places. The mere thought of it has been enough to send the German bond market into a tailspin and sending yields to nearly their highest in fourteen years while also pulling other parts of the marketplace into it, too. Does the selloff signal inflation, success, or something else entirely? What are the implications for everyone else?
Eurodollar University's Money & Macro Analysis
Politico Germany moves to overhaul debt rules to unleash major defense spending
https://www.politico.eu/article/germany-unveils-e500-billion-defense-plan-as-security-threats-mount/Roberto Perotti What Do We Know about the Effects of Fiscal Policy?
https://www.siepweb.it/siep/wp/wp-content/uploads/2021/03/1397925830013.pdfWilson, Daniel J.. 2012. "Fiscal Spending Jobs Multipliers: Evidence from the 2009 American Recovery and Reinvestment Act." American Economic Journal: Economic Policy, 4 (3): 251–82.
https://www.aeaweb.org/articles/pdf/doi/10.1257/pol.4.3.251https://www.eurodollar.university
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Target Just Warned the US Economy is COLLAPSING
5 maart 2025 · 19 min
If you are in any way interested in precious metals, you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
http://www.monetary-metals.com/Snider/ Lees meerTarget issued another warning on the economy and then joined Best Buy as merely the first to say they're raising prices. While that may sound inflationary, it's the opposite and will end up pushing interest rates even lower. Those are already happening in the market, in part as markets more confidently price how the Fed is going to have to follow along, too. Just like last summer.
Eurodollar University's Money & Macro Analysis
Bloomberg Target, Best Buy Warn US Consumers of Tariff Price Hikes
https://www.bloomberg.com/news/articles/2025-03-04/target-sees-flat-sales-this-year-warns-of-risk-from-tariffsBloomberg Traders Pile Into Fed Rate-Cut Bets as Tariffs Roil Markets
https://www.bloomberg.com/news/articles/2025-03-04/us-yield-curve-steepens-on-growth-angst-with-tariffs-now-realityAtlanta Fed GDPNow
https://www.atlantafed.org/cqer/research/gdpnowhttps://www.eurodollar.university
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BREAKING: Mercedes Report CONFIRMS the Economy Is in Serious Trouble
4 maart 2025 · 20 min
Stocks are getting hit, with bond yields tumbling. The "growth scare" gets louder as the luxury car brand just confirmed it's heading for the worst, no longer willing to hold out for economic strength everyone talks about yet never happens. The forgot how to grow economy is firmly at risk of remembering traditional recession mechanics. Lees meer
Eurodollar University's Money & Macro Analysis
WSJ Mercedes-Benz Plans to Cut Jobs as Earnings Expected to Slump
https://www.wsj.com/business/earnings/mercedes-benz-plans-cost-cuts-as-earnings-expected-to-fall-this-year-6268813aBloomberg S&P 500 Sees Worst Selloff in 2025 as Bonds Climb: Markets Wrap
https://www.bloomberg.com/news/articles/2025-03-02/stock-market-today-dow-s-p-live-updatesISM Feb 2025
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-report-on-business/pmi/february/https://www.eurodollar.university
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Markets Are Making MASSIVE Moves – Here’s What You MUST Know NOW
3 maart 2025 · 17 min
Not a good week for financial markets. Oil down. Rates sunk. Stocks hit. Crypto crashing. Why? The "growth scare" is back. Or, at least, it's back in the mainstream. In reality, it never left and certain financial markets are being forced to reckon with this. Lees meer
Eurodollar University's conversation w/Steve Van Metre
Atlanta Fed GDPNow
https://www.atlantafed.org/cqer/research/gdpnowhttps://www.eurodollar.university
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India’s Dollar Short Position Is EXPLODING (Here's What You Need To Know)
2 maart 2025 · 20 min
The new guy at the RBI said he wasn't going to interfere with the rupee as much as his predecessor. Apparently, the dollar has left him with little choice. It’s the fundamentals that matter. And even India is showing more signs of forgetting how to grow. That’s why the dollar has been on a rampage again and why RBI can't let it go. Lees meer
Eurodollar University's Money & Macro Analysis
Bloomberg India Central Bank’s Short Dollar Book Hit Record $77.5 Billion
https://www.bloomberg.com/news/articles/2025-02-28/india-central-bank-s-short-dollar-book-hit-record-77-5-billionIndia: 2024 Article IV Consultation-Press Release; Staff Report; and Statement by the Executive Director for India
https://www.imf.org/en/Publications/CR/Issues/2025/02/27/India-2024-Article-IV-Consultation-Press-Release-Staff-Report-and-Statement-by-the-562726IMF 2018
https://www.imf.org/en/News/Articles/2018/08/07/NA080818-India-Strong-Economy-Continues-to-Lead-Global-GrowthMacroVoices Mar-a-lago Accord
https://macrovoices.podbean.com/e/macrovoices-469-jeff-snider-the-mar-a-lago-accord-seen-through-a-eurodollar-lens/
At YT:
https://youtu.be/qeu6vrqZ980https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Something HUGE Is Happening to European Banks (Should You Be Worried?)
28 februari 2025 · 19 min
European banks are surging into safety, buying the third most on record in January. At the same time, they scaled back activities in the real economy expecting further deterioration. Their behavior also backs up market pricing especially interest rates, while also exposing the fallacy behind them. Lees meer
Eurodollar University's Money & Macro Analysis
ECB BLS Q4 2024
https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2024q4~e1ddae0f19.en.htmlhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
BREAKING: China Just Announced a MASSIVE Bank Bailout
27 februari 2025 · 20 min
Why now? After teasing a bank recapitalization plan as part of last year's "bazooka", the CCP did nothing about it over the five months since raising the matter. Total silence. Now, all of a sudden, news banks are going to get their equity after all. What changed? There are a few suspects, starting with growing turmoil in money markets alongside more problems with real estate. Lees meer
Eurodollar University's Money & Macro Analysis
Bloomberg China to Inject at Least $55 Billion of Fresh Capital Into Several Big Banks
https://www.bloomberg.com/news/articles/2025-02-26/china-plans-to-start-bank-capital-hike-with-at-least-55-billionBloomberg China’s Property Crisis Enters a Dangerous New Phase
https://www.bloomberg.com/news/features/2025-02-11/china-s-real-estate-crisis-property-sector-debt-is-getting-worseWapo CHINA ANNOUNCES LARGE BOND ISSUE TO BAIL OUT BANKS
https://www.washingtonpost.com/archive/politics/1998/03/01/china-announces-large-bond-issue-to-bail-out-banks/adcac8da-fe39-4b4c-90c0-13739847f35c/https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU