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Jamie Dimon’s Stark Warning to the Global Economy
25 februari 2026 · 21 min
Now it’s Jamie Dimon's turn, JP Morgan’s highly visible CEO is the latest to make the 2008 comparison. Following up last year’s cockroach quip this time saying a lot of people in the financial industry have done dumb things. But here’s the thing, markets all over the world are starting to price it. The worry showing up in safe havens is maybe this really is happening - right now. From Canadian bonds to Swiss francs, Japan, China and yes Treasuries. Lees meer
Eurodollar University's Money & Macro Analysis
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Eurodollar University's Free Guide (video) to interpreting market signals. Taken from the EDU membership, it will help you learn fundamentals necessary to deciphering and decoding market information in a useful manner, unlike everything you get from mainstream sources.
https://web.eurodollar-university.com/home
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Jamie Dimon says AI euphoria, record stocks and banks doing ‘dumb things’ could lead to another financial crisis
https://www.cnn.com/2026/02/24/economy/jamie-dimon-warningThe Viral Citrini Substack Post That Has Sparked New AI Worries on Wall Street
https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-tariffs-02-23-2026/card/the-citrini-substack-selloff-70cWx0scioiLradyuTRaYen Slides After Report on Takaichi Caution Over Rate Hikes
https://www.bloomberg.com/news/articles/2026-02-24/yen-extends-decline-after-report-on-takaichi-s-rate-hike-viewhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
The Private Credit “Bank Run” Has Started
24 februari 2026 · 19 min
In the wake of Blue Owl’s shocking announcement last week basically trapping retail investors in a private credit fund they don’t want to be in, signs of fallout from it are trickling in. To begin with, private continues to sell off, Blue Owl especially. But it’s not just private credit, we’re seeing stress in other corners of the risky credit markets, too, which has a number of prominent analysts and observers wondering if maybe we are seeing too many signs that look too much like 2007. Lees meer
Eurodollar University's Money & Macro Analysis
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
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https://www.eurodollar.university
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Walmart says "Our Customers Are Running Out of Money"
23 februari 2026 · 22 min
Walmart has been one of the few to benefit from the difficult economy the past few years. It’s gotten to the point where even high income earners have become regular Walmart shoppers. But here’s the thing, this week when forecasting earnings for the year ahead, now even Walmart is a bit concerned over the possible further negative consequences of what it’s CFO called a “hiring recession.” Lees meer
Eurodollar University's conversation w/Steve Van Metre
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This is the kinds of material we've been covering - at length and in depth - at Eurodollar University in our Deep Dive Analysis and memberships. It's the background, the core concepts, the unique insight that allows us to not just stay on top of everything, but actually understanding what's going on and why to then anticipate roughly where the markets, the economy, the entire world is heading.EDU's Memberships and Subscriptions.
Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.
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Walmart Cites Worrying Economic Indicators in Cautious Forecast
https://www.bloomberg.com/news/articles/2026-02-19/walmart-cites-worrying-economic-indicators-in-cautious-forecastFood Companies Sink as Executives Warn of Consumer Stress
https://www.bloomberg.com/news/articles/2026-02-17/general-mills-warns-of-slumping-sales-on-weak-consumer-sentimenthttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Repo Market Stress Is Back (And Bigger Than You Think)
22 februari 2026 · 20 min
While Blue Owl’s blowup exploded the private credit mess back into the mainstream with yesterday’s first confirmation of Stage 2, there had been some building pressures in the monetary system leading up to it. Including a seemingly out of nowhere surge in borrowing from the Fed’s repo facility on Tuesday, a whopping $30 billion spike. And that’s not even the biggest part of this. Lees meer
Eurodollar University's Money & Macro Analysis
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
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https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
BREAKING: A MAJOR Credit Fund Just Blew Up, Here’s What They’re Not Telling You
20 februari 2026 · 44 min
Credit Crisis Stage 2 has been observed. Stage 1 is when money flows out of a bubble but is roughly still balanced meaning some uncomfortable fund managers but no big consequences like forced selling. Stage 2 is when that balance unbalances leading to bigger problems like forced selling. Today, we got confirmation of forced selling for the first time...and a LOT more. Lees meer
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This is the kinds of material we've been covering - at length and in depth - at Eurodollar University in our Deep Dive Analysis and memberships. It's the background, the core concepts, the unique insight that allows us to not just stay on top of everything, but actually understanding what's going on and why to then anticipate roughly where the markets, the economy, the entire world is heading.EDU's Memberships and Subscriptions.
Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.
https://web.eurodollar-university.com/eurodollar-vsl-page-a
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Blue Owl Halts Redemptions on Private Credit Retail Fund
https://www.bloomberg.com/news/articles/2026-02-18/blue-owl-loan-sale-raises-1-4-billion-for-investor-payoutsBlue Owl permanently halts redemptions at private credit fund aimed at retail investors
https://www.ft.com/content/b2f299f6-2a82-4a43-bcbf-86cac3937550Blue Owl BDC Allows 17% Redemptions as Investors Storm Exit
https://www.bloomberg.com/news/articles/2026-01-07/blue-owl-bdc-allows-for-17-redemptions-as-investors-storm-exit -
This Confirms EVERYTHING
19 februari 2026 · 19 min
Stock market volatility has been moving higher since Christmas Eve as this undercurrent of anxiety refuses to go away. Some of it is AI related, sure, but deep down there is this nagging feeling the economy isn’t turning the corner like they all said it would. So where do you go to find clues whether or not that has been the case. A perfect place to start is global bellwether Switzerland – which just confirmed it is in recession. Lees meer
Eurodollar University's Money & Macro Analysis
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EDU's Memberships and Subscriptions.Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.
https://web.eurodollar-university.com/eurodollar-vsl-page-a
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https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
The Largest Banks in the World Just Did the Unthinkable
18 februari 2026 · 22 min
After another month of even more deeply troubling banking data from China, S&P is wondering if the Chinese may be facing their Japanification moment as a key central bank rate just moved to a record low. Now, I don’t think they’re facing it; China is clearly there and the latest data confirms as much. The time scale is different, but when you’re talking about the biggest banks in the world – and the top four are all Chinese – you have to pay attention. Lees meer
Eurodollar University's Money & Macro Analysis
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
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https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
BREAKING: Home Sales PLUNGING to 2010 Levels
13 februari 2026 · 20 min
Existing home sales utterly crashed in January. Yes, January is not a great month for real estate shopping and there was obviously less than ideal weather, however those don’t explain the 8.4% plunge in transactions. Analysts who were already factoring those other excuses only thought there would be a modest impact from them, not the biggest monthly drop in housing in four years. So much for that supposedly strong payroll report. Lees meer
Eurodollar University's Money & Macro Analysis
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
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NAR Existing-Home Sales Report Shows 8.4% Decrease in January
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-8-4-decrease-in-januaryHousehold Debt and Credit Report
https://www.newyorkfed.org/microeconomics/hhdc.htmlWhere Are Mortgage Delinquencies Rising the Most?
https://libertystreeteconomics.newyorkfed.org/2026/02/where-are-mortgage-delinquencies-rising-the-most/https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
BREAKING: Job Market Just Revised MASSIVELY! (Payroll Crash)
12 februari 2026 · 21 min
We really, really messed up the jobs data the past few years, we got it almost completely wrong, but trust us, we’re good now. That’s what the BLS is saying today about its estimates for jobs and employment and right now no one is buying it. Why should they? The agency screwed up so badly it now admits there were 1.03 million fewer payrolls as of December than it previously thought. One million fewer payrolls. Lees meer
Eurodollar University's Money & Macro Analysis
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EDU's Memberships and Subscriptions.Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.
https://web.eurodollar-university.com/eurodollar-vsl-page-a
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https://www.eurodollar.university
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BREAKING: The UK Government Has Fallen (What You Know)
11 februari 2026 · 19 min
The UK’s Prime Minister is hanging on for his career after a series of missteps has his own labor party almost in revolt. The current crisis was triggered by an ill-advised appointment of an ambassador to the US who is caught up in the Jeffrey Epstein mess. But that’s not really the issue. Once again, a government that came to power not even two years ago finds voters who can’t wait to throw it out of office. Lees meer
Eurodollar University's Money & Macro Analysis
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
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Starmer banks on economic growth to 'rebuild Britain'
https://www.bbc.com/news/articles/clll8d2vd8yoWhy UK Prime Minister Rishi Sunak called an election he’s expected to lose
https://www.cnn.com/2024/05/24/uk/prime-minister-rishi-sunak-election-intlUK Opinion Polls
https://www.ipsos.com/en-uk/uk-opinion-pollsNew UK prime minister Rishi Sunak warns ‘difficult decisions to come’
https://www.theguardian.com/politics/2022/oct/25/rishi-sunak-warns-difficult-decisions-to-come-as-he-assumes-officeUK General election 2024 Results
https://www.bbc.com/news/election/2024/uk/resultsHow unpopular is Britain’s Labour government?
https://www.economist.com/interactive/2025-british-politicsEurope's leaders are deeply unpopular
https://www.axios.com/2026/02/10/europe-leadership-crisis-starmer-macron-merzhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
WARNING: China Just Issued a U.S. Treasury Alert
10 februari 2026 · 21 min
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 https://monarchmoney.yt.link/mFP5VcW or code euro50. Lees meer
Authorities in China are advising Chinese banks they need to seriously consider changing up their bond market allocations right now. Citing concentration risk as well as the possibility for volatility, regulators are supposedly trying to prevent depositories from buying bonds. If this sounds familiar, it should since the PBOC did something similar in the summer of 2024. But in this case, the asset being targeted isn’t local.
Eurodollar University's Money & Macro Analysis
China Urges Banks to Curb Exposure to US Treasuries
https://www.bloomberg.com/news/articles/2026-02-09/china-urges-banks-to-limit-holdings-of-us-treasuries-citing-market-volatilityForeign Holdings of US Treasuries Climbed to Record in November
https://www.bloomberg.com/news/articles/2026-01-15/foreign-holdings-of-us-treasuries-climbed-to-record-in-novemberDollar Global Transaction Use Jumps to New High, Swift Says
https://www.bloomberg.com/news/articles/2026-01-22/dollar-global-transaction-usage-jumps-to-new-high-swift-saysPBOC Says No Longer in China’s Interest to Increase Reserves (2013)
https://www.bloomberg.com/news/articles/2013-11-20/pboc-says-no-longer-in-china-s-favor-to-boost-record-reserveshttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
New Jobs Data Crashes Markets (What You Must Know)
9 februari 2026 · 23 min
It was a trio of reports that turned an already shaky market into a disorderly mess. Private credit stocks were hit hard as were cryptocurrencies after ADP, Challenger and a delayed release from the BLS each overwhelmed expectations. Just more negative fuel to the selling fire as the riskiest financial markets were reeling from the economic implications. Lees meer
Eurodollar University's conversation w/Steve Van Metre
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EDU's Memberships and Subscriptions.Go from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.
https://web.eurodollar-university.com/eurodollar-vsl-page-a
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Challenger Gray & Christmas
https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record/https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Something Really Strange Is Happening With European Banks
8 februari 2026 · 18 min
European banks were asked what they thought about corporate credit opportunities in the coming year given that most officials, anyway, in Europe believe everything is picking up. As Christine Lagarde, head of the ECB, is so fond of saying, Europe, European interest rate policy, inflation, the economy, everything is in a good place. Except, the answer the banking sector sent back surprised everyone and is almost certainly going to play a role in market volatility like we’ve been seeing recently. Lees meer
Eurodollar University's Money & Macro Analysis
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
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https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
WTF! Markets EVERYWHERE Are Crashing
6 februari 2026 · 53 min
Widespread financial meltdown continued again today, slamming crypto, silver, and private credit particularly hard. After what appeared to be an early morning rally, it didn’t last as a range of more-than-disappointing labor data came flooding to the tape. The narrative of a 2026 pick up is not being picked up anywhere other than mainstream Economists. Lees meer
Eurodollar University Money and Macro Analysis
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Pepsi's Desperate Move Tells You Everything About This Economy
5 februari 2026 · 21 min
Pepsi is slashing prices for some of its most popular brands, some by 15%. The company said it has spent the past year listening to consumer feedback. Nah. What happened is always what happens in this economy and why there is no breakout inflation. Companies that do raise prices end up sacrificing volumes because their customers can’t afford to pay more. Lees meer
Eurodollar University's Money & Macro Analysis
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Eurodollar University LIVE — February 2026, President's Day Weekend
Small group. Intimate setting. Direct access to experts you won't get anywhere else. Only a few VIP slots remain.Sign up here: https://eurodollar-university.com/event-home-page
----------------------------------------------------------------PepsiCo to cut prices of Lay's, Doritos as consumers push back
https://www.reuters.com/sustainability/sustainable-finance-reporting/pepsico-tops-quarterly-revenue-estimates-resilient-demand-sodas-2026-02-03/After Years of Increases, PepsiCo Pledges to Cut Prices on Snackshttps://www.nytimes.com/2026/02/03/business/pepsi-doritos-cheetos-prices.html
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
HOLY SH*T! Another Credit Company Just Blew Up
4 februari 2026 · 33 min
They thought they were reassuring debt markets over AI cash. Instead, the company kicked a hornet's nest, unleashing a MAJOR selloff that is sweeping through private credit. It isn't just the BDCs (publicly traded funds) this time, either. The asset managers themselves are now getting swept up in the money outflows. Lees meer
Eurodollar University Money & Macro Analysis
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China Just Broke the Silver Market
3 februari 2026 · 19 min
The selloff in precious metals, particularly silver, has extended into today’s session. One reason why, one additional reason why, we’re seeing reports of fraud emerge in heavy buyer China, including from a guy who’s apparently called “the hat.” It’s the kind of thing that usually comes up when big bubbles go up and then pop, so another sign that’s what’s happening here in the short run. Which raises another question, how far down might silver go in the near-term? Lees meer
Eurodollar University's Money & Macro Analysis
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------China gold "protests"
https://www.youtube.com/shorts/HbICfItSfZAhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
WTF Just Happened In Credit Markets
2 februari 2026 · 22 min
A key corner of the credit market is experiencing sustained and even accelerated selling at the end of January 2026. What we’re talking about is historically one of the most economically sensitive segments, a growing caution about the climate ahead. And it’s not the only one. From cryptocurrencies to the inability of the AI bubble to get going, the cracks continue to widen rather than fade away like everyone said they were going to. Lees meer
Eurodollar University's conversation w/Steve Van Metre
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If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend, February 2026. Small groups, intimate discussions.To reserve your spot just go here https://eurodollar-university.com/event-home-page
----------------------------------------------------------------------------------------https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Why Prices Never Come Back Down... Ever
1 februari 2026 · 20 min
Consumer prices are never going to go back to where they were before the pandemic. This simple reason is they can’t. You think that since they went up, they can just go right back down. That’s not unlikely, it is impossible and I’m going to show you why with a very simple example. Now the implications of this economic fact are profound. In fact, it explains everything about the economy we have right now, from the labor market and the lack of jobs to, yes, affordability. Lees meer
Eurodollar University's Money & Macro Analysis
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
The Real Bubble No One Wants To Talk About (Mike Green)
30 januari 2026 · 52 min
Has the rally in silver gone so far now that the metal’s price action is actually behaving like a meme stock? Or is there something more fundamental and deeply disturbing behind what precious metals are doing? Maybe we should consider how it isn’t a loss of faith in the dollar as so many people wrongly claim which is propelling both gold and silver right now, what if it is the growing mistrust in how the entire world works and fits together. Or used to. Lees meer
Eurodollar University's Money & Macro Analysis
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If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend, February 2026. Small groups, intimate discussions.
To reserve your spot just go here https://eurodollar-university.com/event-home-page
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Part 1: My Life Is a Lie
How a Broken Benchmark Quietly Broke America
https://www.yesigiveafig.com/p/part-1-my-life-is-a-lieAgency Costs of Overvalued Equity
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=480421https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
BREAKING: Amazon Just Triggered a National Warning
29 januari 2026 · 23 min
After cutting 14,000 jobs back in October and denying there were more of them coming, Amazon confirmed yesterday there will be another 16,000 layoffs and made comments suggesting the company won’t be done even after then. These job cuts will only add to the worsening anxiety among American workers, who reminded everyone of those deep concerns in the latest plunge in consumer confidence. According to the most optimistic measure for it, from the Conference Board, confidence crashed to its lowest level in over a decade. Lees meer
Eurodollar University's Money & Macro Analysis
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------CNBC Amazon laying off about 16,000 corporate workers in latest anti-bureaucracy push
https://www.cnbc.com/2026/01/28/amazon-layoffs-anti-bureaucracy-ai.htmlInternal messages reveal which teams, jobs affected in Amazon layoffs
https://www.businessinsider.com/internal-messages-teams-jobs-affected-amazon-layoffs-2026-1CB US Consumer Confidence Fell Sharply in January
https://www.conference-board.org/topics/consumer-confidence/https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
BREAKING: BlackRock’s Credit Fund Just Blew Up (What You Must Know)
28 januari 2026 · 20 min
One of BlackRock’s private credit funds has just resurrected the cockroach concerns over debt woes in the space. By announcing that it will have to write down 19% of its net asset value, the fund also discloses more areas of cockroach concerns beyond those we had already become aware of. While at the same time, further reminding everyone how everything that people were worried about before they need to keep worrying about and then some. Lees meer
Eurodollar University's Money & Macro Analysis
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EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. Small groups, intimate discussions.
To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page
------------------------------------------------------------------------------------------BlackRock TCP SEC Filing 8K
https://www.sec.gov/ix?doc=/Archives/edgar/data/0001370755/000114036126002240/ef20063739_8k.htmBlackRock Private Debt Fund Tumbles After Writing Down Loans
https://www.bloomberg.com/news/articles/2026-01-26/blackrock-private-debt-fund-tumbles-after-writing-down-loansFlawed Valuations Threaten $1.7 Trillion Private Credit Boom
https://www.bloomberg.com/news/articles/2024-02-28/how-private-credit-market-boom-is-hiding-potential-valuation-problemsBlackRock to Auction Amazon Seller Once Valued at $1 Billion
https://pe-insights.com/blackrock-to-auction-amazon-seller-once-valued-at-1-billion/https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
“This Is Unprecedented”: China’s Military Purge Signals Cold War 2.0
27 januari 2026 · 21 min
An unprecedented shakeup at the very top of the Chinese military has shaken up the rest of the world. Xi Jinping didn’t just go after a longtime friend and ally, he has gone after everyone in what increasingly looks like a paranoid, Stalinist shakeup. But why? I’ve told you many times before about the economic pressure on China that has only intensified more recently. But that’s not the only thing. That’s where it starts, but where it ends is what is increasingly being confirmed as Cold War 2.0. Lees meer
Eurodollar University's Money & Macro Analysis
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------60 Minutes How China could use U.S. farmland to attack America
https://www.cbsnews.com/news/how-china-could-use-us-farmland-to-attack-america-60-minutes/NYT Xi’s Purge of China’s Military Brings Its Top General Down
https://www.nytimes.com/2026/01/24/world/asia/china-top-general-xi-military-purge.htmlU.S. Secret Service dismantles imminent telecommunications threat in New York tristate area
https://www.secretservice.gov/newsroom/releases/2025/09/us-secret-service-dismantles-imminent-telecommunications-threat-new-yorkhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Ray Dalio Makes Shocking Prediction (Here’s What You MUST Know)
26 januari 2026 · 22 min
Billionaire investor Ray Dalio is warning we shouldn’t be focused on trade wars, instead the real concern is capital wars. In those, Dalio says there will be a reduced appetite for owning US government debt or any US assets. Maybe even including American stocks. The comments were made in the context of recent geopolitical flashpoints in Venezuela and Greenland. As always, there’s a lot of noise surrounding this kind of topic, but what does the evidence say? Lees meer
Eurodollar University's conversation w/Steve Van Metre
---------------------------------------------------------
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend, February 2026. Small groups, intimate discussions.
To reserve your spot just go here https://eurodollar-university.com/event-home-page
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CNBC Ray Dalio
https://www.youtube.com/watch?v=Gda9T9gZSe4https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
How the “Storm of the Century” Could Break the U.S. Economy
25 januari 2026 · 21 min
Thanks to Monarch for partnering with me! Get 50% off your first year by using my link https://monarchmoney.yt.link/xxoutOh or discount code euro50 when signing up for a free trial! Welcome to calm, confident money! #monarchpartner Lees meer
A huge arctic blast, the weather wedge, has sent natural gas prices soaring in historic fashion. Some futures prices surged by a whopping 75% in just five days leading up to what people are calling the storm of the century. Freezing cold. Snow. Ice sheets. Icemageddon. Winter hazards slated to impact two-thirds of the eastern United States, roughly half the country’s population. The combination of low natural gas inventories and that huge sudden for it, the jump in price is to be expected.
Eurodollar University's Money & Macro Analysis
How A Weather Wedge Is Shaping This Weekend’s Southern Ice Stormhttps://www.forbes.com/sites/marshallshepherd/2026/01/23/how-a-weather-wedge-is-shaping-weekend-southern-ice-storm/
Natural Gas Prices Across the US Surge Ahead of Arctic Blast
https://www.bloomberg.com/news/articles/2026-01-23/us-natural-gas-falls-after-record-breaking-three-day-rallyCEOs Wary of a Jittery US Consumer as Global Tensions Intensify
https://www.bloomberg.com/news/articles/2026-01-23/ceos-wary-of-a-jittery-us-consumer-as-global-tensions-intensifyhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
You Won’t Believe What Just Happened in Japan
23 januari 2026 · 54 min
The Japanese government bond market suffered a major meltdown this week that has shaken up a lot of people as they try to figure out what’s going on over there and how it might impact more than just government bonds as a class. One of the key factors that has emerged, however, is just how little selling it took to create these massive price swings. That has enormously profound implications. Lees meer
Eurodollar University's Money & Macro Analysis
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EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. Small groups, intimate discussions.
To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page
------------------------------------------------------------------------------------------https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
BREAKING: Trump Just Did Something No One Expected
22 januari 2026 · 24 min
The US housing market seemed like it was moving in the right direction recently, some better results people said were lower mortgage rates finally starting to work. But then reality dropped like a hammer today when the nation’s largest realtor group reported a massive 9.3% drop in pending home sales for December, biggest monthly decline since 2020. Stunned analysts are trying to figure out why lower rates aren’t stimulating housing and what these latest results mean. Lees meer
Eurodollar University's Money & Macro Analysis
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------US Pending-Home Sales Plunge by Most Since Start of Pandemic
https://www.bloomberg.com/news/articles/2026-01-21/us-pending-home-sales-plunge-by-most-since-start-of-pandemicNAR Pending Home Sales Report Shows 9.3% Decrease in December
https://www.nar.realtor/newsroom/nar-pending-home-sales-report-shows-9-3-decrease-in-decemberNAR First-Time Home Buyer Share Falls to Historic Low of 21%, Median Age Rises to 40
https://www.nar.realtor/newsroom/first-time-home-buyer-share-falls-to-historic-low-of-21-median-age-rises-to-40BlackRock and Housing: Setting the Record Straight
https://www.blackrock.com/corporate/literature/brochure/blackrock-and-housing-setting-the-record-straight.pdfTrump Signs Order Targeting Institutional Housing Investors
https://www.bloomberg.com/news/articles/2026-01-21/trump-signs-order-targeting-institutional-housing-investorshttps://www.eurodollar.university
Tw… -
Macy’s Just Issued a Very Grim Warning About Consumer Behavior
21 januari 2026 · 20 min
Macy’s is the latest retailer to admit to struggling in the current economic climate, closing several of what it calls fulfillment centers, basically warehouse facilities in Connecticut and Oklahoma and shedding thousands of those jobs. That comes in addition to even more store closings across the country. Why? Because only the wealthy are spending so the company wants to focus as much as possible on that segment. Macy’s is not alone. Lees meer
EDU LIVE PRESIDENT'S DAY FEBRUARY 2026
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026.
To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-pageEurodollar University's Money & Macro Analysis
Delta Declines on Tepid Forecast as Geopolitics Weigh on Travel
https://www.bloomberg.com/news/articles/2026-01-13/delta-places-major-boeing-order-as-earnings-support-travel-boomMacy’s plans to close stores in 12 states—see if your city is listed
https://www.msn.com/en-us/foodanddrink/foodnews/macy-s-plans-to-close-stores-in-12-states-see-if-your-city-is-listed/ar-AA1UirgL?cvid=696b13e01f884a7ab6d68a7ead48018f&ocid=BHEA000Macy’s to close Oklahoma fulfillment center
https://www.supplychaindive.com/news/macys-to-close-tulsa-oklahoma-fulfillment-center-bold-new-chapter/809289/Macy’s to lay off nearly 1,000 at Connecticut fulfillment center
https://www.retaildive.com/news/macys-layoffs-cheshire-connecticut-fulfillment-center/809837/https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
There’s Only One Way Out for China Now…
20 januari 2026 · 22 min
Thanks to Monarch for partnering with me! Get 50% off your first year by using my link https://monarchmoney.yt.link/eB2fzzP or discount code euro50 when signing up for a free trial! Welcome to calm, confident money! #monarchpartner Lees meer
Chinese retail sales just did something they’ve never done before outside of the lockdowns. At the same time, capital investment continues to legitimately crash, December was third month in a row of steep declines leading to the first yearly negative for it in China’s modern history. The only thing, the ONLY thing, keeping the economy from completely falling off a cliff is China selling everything it can everywhere else, especially in Europe.
Eurodollar University's Money & Macro Analysis
China NBS Basic Situation of National Fixed Asset Investment in 2025
https://www.stats.gov.cn/sj/zxfb/202601/t20260119_1962326.htmlChina’s economy looks more resilient than it feels as a property slump drags on
https://apnews.com/article/china-economy-property-tariffs-jinping-17e9a32cf105764f457c1111f185dd3fMacron threatens tariffs on China "in the coming months" due to trade surpluses
https://fr.tradingview.com/news/forexlive%3A3395740c5094b%3A0-macron-threatens-tariffs-on-china-in-the-coming-months-due-to-trade-surpluses/Tariffs of up to 50% go into effect, hitting imports from China, other non-FTA countries
https://mexiconewsdaily.com/news/mexico-tariffs-go-into-effect-china/https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
HOLY SHT! Did You See What JUST Happened to Freddie Mac?!
19 januari 2026 · 20 min
What is going on with Freddie Mac? The Federal Home Loan Mortgage Corporation, which is Freddie’s official, has seen its stock utterly pummeled this past week, crashing by 25%. Since Freddie is one of the mortgage giants, this isn’t just some run of the mill equity. The story here appears to be tied up in a number of different angles, from GSE QE to its IPO, but the themes we keep coming back to are concerns over its cash and our jobs. Lees meer
Eurodollar University's conversation w/Steve Van Metre
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
The 3 Stages of Every Financial Collapse (We’re in Stage 1)
18 januari 2026 · 25 min
Every financial crisis generally takes place in three steps. And while there aren’t bright, clear lines of separation between them, each one does have unique characteristics that allow us to get a sense of where things stand in the process. That’s the thing, cycles are processes and as this one might go through all three steps, each one represents an escalation in that process. We’re in Stage 1, that’s just the start. Stage 2, it’s getting serious. Make it all the way to three...well, you never want to see THREE. Lees meer
Eurodollar University's Money & Macro Analysis
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EDU's Subscription DDA-all Offer for the Credit CycleGo from getting blindsided by the markets to reading the eurodollar signals weeks before they hit. Try it all risk-free for 14 days.
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https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
WE NEED To Talk About Chinese Banks IMMEDIATELY
16 januari 2026 · 20 min
Today we’re going be unpacking the latest from closely watched indicators out of China: bank lending data, household credit, the movement of the yuan, and what a single real estate developer—China Vanke—tells us about debt and payments right now. Bank lending in 2025 fell to the lowest since 2018 largely because household lending utterly collapsed. Yes, it collapsed last year. Lees meer
Eurodollar University's Money & Macro Analysis
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Global Currencies Doing Something Very Dangerous
15 januari 2026 · 21 min
The Japanese yen keeps tumbling and as it does it is tanking the bond market over there. What we have is the first case of a currency value setting interest rates, with, of course, the Bank of Japan helplessly caught in the middle. That helplessness is reinforced by the fact Japan’s currency is being closely paralleled by South Korea’s and others across Asia. The tumbling won and yen have led to government calls for stringent action, including from Treasury Secretary Bessent today. Lees meer
Eurodollar University's Money & Macro Analysis
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EDU LIVE PRESIDENT'S DAY FEBRUARY 2026
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026.
To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page
---------------------------------------------------------------------------------------------------------------------Statement from Federal Reserve Chair Jerome H. Powell
https://www.federalreserve.gov/newsevents/speech/powell20260111a.htmBloomberg Tariff Pass-Through Limited So Far, US Data Showhttps://www.bloomberg.com/news/newsletters/2026-01-13/tariff-pass-through-limited-so-far-us-data-show-evening-briefing-americas
‘Sell America’ Trade Is Revived by Trump’s Latest Fed Attack
https://www.bloomberg.com/news/articles/2026-01-12/fed-subpoenas-revive-sell-america-trade-on-autonomy-concernsSouth Korea Is Pulling Out All Stops to Try to Prop Up Won
https://www.bloomberg.com/news/articles/2025-12-18/south-korea-digs-deeper-into-intervention-toolkit-as-won-slidesBessent Calls Out Drop in South Korea’s …
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BREAKING: JP Morgan Just Sent a MASSIVE Warning to Credit Markets
14 januari 2026 · 22 min
JP Morgan missed on its earnings after failing to sell as many bonds as it was expecting for its customers. At the same time, Jamie Dimon, the bank’s CEO, he of cockroach fame, was forced to acknowledge how the labor market had softened before then going on to describe Goldilocks anyway. This is something that has come up in a couple of other sources already, not Goldilocks though that is the Fed’s official position, too. No, bond issuance is looking weak heading into 2026, another one of those key credit cycle signs. Lees meer
Eurodollar University's Money & Macro Analysis
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EDU LIVE PRESIDENT'S DAY FEBRUARY 2026
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026.
To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page
---------------------------------------------------------------------------------------------------------------------JPM Q4 2025
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2025/4th-quarter/d868c7ef-1670-465d-ba75-c2b36ddbcc6b.pdfJPM Q4 2024
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2024/4th-quarter/36b3c0a4-3ecd-422e-8167-0a31372f3438.pdfA Growing Number of Bonds Edge Closer to Junk Status
https://www.tradealgo.com/news/a-growing-number-of-bonds-edge-closer-to-junk-statushttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
40% of Canadian Real Estate Funds Just Froze Investors…
13 januari 2026 · 19 min
Almost 40% of Canadian real estate funds have restricted access to investor funds, and that includes potential payouts. It’s a sign of how deep the housing bust in Canada has gotten to be, but also applies to the situation that’s spreading across global markets where it comes to the shadow bank matter. In fact, the UK’s house of lords urged the Bank of England to look into private credit risks “as a matter of urgency.” Lees meer
Eurodollar University's Money & Macro Analysis
-----------------------------------------------------------------------------------------
What is a Eurodollar University membership?It’s where understanding the monetary world isn’t a mystery, it's a method.
If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise.
With our memberships, we’ll fill in everything that you’ve been missing.Join us: https://web.eurodollar-university.com/eurodollar-vsl-page
-----------------------------------------------------------------------------------------Bloomberg Canadians Are Furious After Real Estate Funds Lock Up Their Money
https://www.bloomberg.com/news/articles/2026-01-12/fed-subpoenas-revive-sell-america-trade-on-autonomy-concernsBloomberg Private Credit Risks Need Urgent Attention, UK Lawmakers Say
https://www.bloomberg.com/news/articles/2026-01-09/lords-report-slams-uk-treasury-for-apathy-to-private-credit-riskhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Trump Just Triggered Housing QE (Brace for Impact)
12 januari 2026 · 21 min
Call it GSE QE. The same day it was reported US housing construction fell to the lowest since 2020, the Trump administration announced it was going to direct the housing GSEs, Fannie mae and Freddie Mac, to buy $200 billion in mortgage securities. The idea is that those purchases will reduce mortgage borrowing costs and offer some aid to struggling households who might then consider buying a house previously out of their reach. Lees meer
Eurodollar University's conversation w/Steve Van Metre
---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------EDU LIVE PRESIDENT'S DAY FEBRUARY 2026
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026.
To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page
---------------------------------------------------------------------------------------------------------------------Monetary Policy and the Mortgage Market
https://www.kansascityfed.org/Jackson%20Hole/documents/10336/schnabl_jh.pdfDid the Federal Reserve’s MBS Purchase Program Lower Mortgage Rates?
https://www.federalreserve.gov/pubs/feds/2011/201101/201101pap.pdfhttps://www.eurodollar.university…
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Consumers Just Pulled the Trigger on Credit Cards (Brace for Impact)
11 januari 2026 · 21 min
US consumers have basically stopped using their credit cards. According to the Fed’s latest data, revolving consumer credit declined again, the third time over the last seven months. And one of those other three was basically zero. There has been a clear change in attitude which means Americans aren’t just feeling pessimistic, they’re taking action about it. That is why consumer revolving credit is a critical cyclical signal, it draws together all the major components. Lees meer
Eurodollar University's Money & Macro Analysis
---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Something Is Breaking in Private Credit
9 januari 2026 · 21 min
Blue Owl, a name we’ve gotten to know for all the wrong reasons, has been forced to come clean after getting sued by pretty much every class action securities lawyer in America, not only into admitting there was a wave of withdrawals but also promising to accommodate them over and above what it normally would. Not only does that further confirm the First stage of the credit cycle reverse, it actually sets up the second stage. In this video, we’re going to cover where everything in the credit cycle stands and and more importantly what it all means. Lees meer
Eurodollar University's Money & Macro Analysis
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EDU LIVE PRESIDENT'S DAY FEBRUARY 2026
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026.
To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------
Bloomberg Publicly Traded Private-Credit Funds Set for Worst Year Since 2020
https://www.bloomberg.com/news/articles/2025-12-29/publicly-traded-private-credit-funds-set-for-worst-year-since-2020Bloomberg Blue Owl BDC Allows 17% Redemptions as Investors Storm Exit
https://www.bloomberg.com/news/articles/2026-01-07/blue-owl-bdc-allows-for-17-redemptions-as-investors-storm-exithttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
This Chart Explains Why America Is Breaking
8 januari 2026 · 18 min
This is simply insane – new car sales among American households making $75k or less have crashed by 30% since 2019. Car prices soared. Incomes didn’t. They can’t afford a new car. But it’s not just the lowest incomes. Those making between $75k and $150k have bought 7% fewer cars than in 2019. This is a lot more than the K-shaped economy and to call it an affordability crisis seriously understates the problem. Lees meer
Eurodollar University's Money & Macro Analysis
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EDU LIVE PRESIDENT'S DAY FEBRUARY 2026
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026.
To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------
Fox Business Fed Governor Stephen Miran says more than 100 basis points in rate cuts justified this year
https://www.foxbusiness.com/media/fed-governor-stephen-miran-says-more-than-100-basis-points-cuts-justified-yearBloomberg Slowing Auto Sales Stoke Concern Over Near-Record Car Prices
https://www.bloomberg.com/news/articles/2026-01-05/us-auto-sales-poised-to-slip-as-middle-class-buyers-retreathttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
This Shouldn’t Be Possible...
6 januari 2026 · 22 min
Loss of momentum isn’t just happening in the US, it is very well synchronized globally with practically the same pattern showing up everywhere. Updates from neighbors Canada and Mexico show a deepening downturn at the end of last year, especially Mexico putting up its deepest contraction since April. Over in Europe, Germany fell back bringing Italy down with it. Plus, global bellwether Switzerland experienced its own “unexpectedly” sharp setback. Lees meer
Eurodollar University's Money & Macro Analysis
---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------SPG Canada Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/78c6ddcb80cf4ef0b14fc9dc3c091c86SPG Mexico Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/47f22c8de61b4d54965a25c3d3c417caSPG Germany Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/bd3c462f68704c5ea1613f2fce2879fdSPG Italy Manu
https://www.pmi.spglobal.com/Public/Home/PressRelease/be3b992b4ebb4b4db3030abaff5e0bc5Bloomberg Swiss Manufacturing Contracted More Than Anticipated in December
https://www.bloomberg.com/news/articles/2026-01-05/swiss-manufacturing-contracted-more-than-anticipated-in-decemberhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
HOLY SH*T! Did You See Commodity Prices
6 januari 2026 · 21 min
Commodities are going nuts right now, with copper now parabolic joining silver on the crazy train. Gold is lagging behind both, which is not a good sign for each’s ability to stay on the upside. Meanwhile, at the complete other end of the commodity spectrum is oil, not just in terms of prices but key spreads in Middle East markets. One of those just flipped for the first time in years, signaling growing worries about global demand. Lees meer
Eurodollar University's Money & Macro Analysis
---------------------------------------------
What is a Eurodollar University membership?
It’s where understanding the monetary world isn’t a mystery, it's a method.
If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise.
With our memberships, we’ll fill in everything that you’ve been missing.Join us: https://web.eurodollar-university.com/eurodollar-vsl-page
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
The TRILLION Dollar AI Debt Bubble Is Bursting
5 januari 2026 · 20 min
The number of legendary investors calling this an AI bubble continues to climb, with Howard Marks, co-founder of Wall Street giant Oaktree flatly stating if AI isn’t conforming to the historical bubble pattern, it will be a first. But there are some key differences within that pattern that just aren’t being fully appreciated. Starting with how this AI bubble isn’t actually about the stock market. Lees meer
Eurodollar University's conversation w/Steve Van Metre
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EDU LIVE PRESIDENT'S DAY FEBRUARY 2026
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026.
To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Ok, Now It's Official...The Sh*t Is Hitting The Fan
4 januari 2026 · 22 min
Bull steepening on the Treasury curve, falling energy prices especially gasoline, the final look at the US economy in 2025 shows it losing momentum again as the new year begins. In fact, even mainstream Economists, the most optimistic bunch you’ll find, they’re growing concerned again, with Moody’s chief economist saying, quote, “nothing else can go wrong” because in his words, we’re already on the edge of recession. Lees meer
Eurodollar University's Money & Macro Analysis
---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------S&P Global US Manu PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/7ca2ebfa9cce4c768e0cf449ba966293https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
HOLY SH*T: Europe’s Banks Are Acting Like It’s 2020 Again
3 januari 2026 · 20 min
There was an explosion, a record spike – and it’s not even close - in lending by European banks to European shadow banks in October and November. This spike in European bank lending wasn’t some newfound enthusiasm to take on risks. It was emergency lending, a shadow bank shadow bailout which was every bit the other side of the US$ repo tightness I’ve been telling you about. This surge in shadow bank borrowing in euros shows how widespread and global funding pressure has already been. Lees meer
Eurodollar University's Money & Macro Analysis
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EDU LIVE PRESIDENT'S DAY FEBRUARY 2026
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026.
To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------
The Banker Explainer: Why the IMF fears contagion from lenders’ shadow bank exposure
https://www.thebanker.com/content/0ec3d3f5-62bc-4aa1-8202-9cccb6ebc2a3Bloomberg Deutsche Bank Leads EU Lenders’ Exposure to Shadow Banks
https://www.bloomberg.com/news/articles/2025-12-11/deutsche-bank-most-exposed-in-europe-to-shadow-banks-ubs-sayshttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
OMG! You Won’t Believe What Just Happened in the Treasury Market
1 januari 2026 · 21 min
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 same time, front end Treasury bill yields tumble in what is looking more like collateral scarcity along the lines of repo fails. Plus, the rest of the yield curve spent the entire fourth quarter – doing nothing. Literally nothing - and that’s huge. Lees meer
Eurodollar University's Money & Macro Analysis
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
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EDU LIVE PRESIDENT'S DAY FEBRUARY 2026
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026.
To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
The Most Dangerous Phase of an Economy Has Begun
31 december 2025 · 21 min
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 dangerous phase of the economy. Spurred largely by younger generations who have born the brunt of economic suckitude their entire lives, political upheaval is spreading and intensifying – maybe presenting opportunity but either way it is, by far, the greatest risk the world faces in 2026. Lees meer
Eurodollar University's Money & Macro Analysis
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EDU LIVE PRESIDENT'S DAY FEBRUARY 2026
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026.
To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------
Bloomberg Gen Z Revolts Against Dystopian Future as Protests Spread Worldwide
https://www.bloomberg.com/features/2025-gen-z-protest-worldwide/Gallup George H.W. Bush Retrospective
https://news.gallup.com/opinion/gallup/234971/george-bush-retrospective.aspxCSpan October 1992 Presidential Townhall
https://www.c-span.org/clip/white-house-event/user-clip-clintons-i-feel-your-pain-moment/4842764https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
WARNING: Something Big Just Broke in Repo Markets
30 december 2025 · 21 min
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 that is exposing cracks in the credit markets. And along those lines, we’ve got an update on the Tricolor debacle and how it was actually uncovered that will knock your socks off u But it also does a really good job of explaining why there is so much risk aversion exploding throughout the monetary system. Lees meer
Eurodollar University's Money & Macro Analysis
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EDU LIVE PRESIDENT'S DAY FEBRUARY 2026
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026.
To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
CarMax: “We Tried Everything. It Didn’t Work.”
29 december 2025 · 21 min
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 - everything was turning around. Instead, not long after management eventually admitted it didn’t turn around which, this past week, was totally confirmed when CarMax reported sales that had basically crashed during the quarter. Lees meer
Eurodollar University's conversations w/Steve Van Metre
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What if your gold could actually pay you every month… in MORE gold?
That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider
---------------------------------------------------------------------------------------------------------------------EDU LIVE PRESIDENT'S DAY FEBRUARY 2026
If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026.
To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
The Japanese Yen Just Crossed a Dangerous Line
28 december 2025 · 21 min
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 Japanese yen seems to get. And no one can figure out why. The government is stumped. Central bankers can only complain. And the yen is not the only one, but is a critical example of what everyone leaves out because they don’t really know what they’re looking at, or even looking for. Lees meer
Eurodollar University's Money & Macro Analysis
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EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026.
Reserve your spot below but you better hurry, there aren't many left:
https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------
EDU's After-Christmas SALE
Get $1,000 off an annual subscription to our DDA+ or 40% off an annual membership. Complete details and checkout at our website link below:https://www.eurodollar.university/holiday-offer
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https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Repo Fails Skyrocketing!! Is Something Big Happening?
27 december 2025 · 22 min
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 highest for any non-quarter end week going back to June 2023. At the same time, borrowing from the Fed’s repo facility is way up again as investors refuse to buy the spin from private credit that their portfolios are just fine and from central bankers who say the same thing about the economy. Lees meer
Eurodollar University's Money & Macro Analysis
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EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you’re a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026.
To reserve your spot just go here but you better hurry, there aren't many spots left:
https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------
EDU's After-Christmas SALE
Get $1,000 off an annual subscription to our DDA+ or 40% off an annual membership. Complete details and checkout at our website link below:https://www.eurodollar.university/holiday-offer
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WSJ The Private-Credit Party Turns Ugly for Individual Investors
https://www.wsj.com/finance/investing/the-private-credit-party-turns-ugly-for-individual-investors-287356f9https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU