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You Won’t Believe How Bad the Cash Shortage Just Got
27 oktober 2025 · 20 min
The ongoing cash squeeze in money markets is very likely to bring an end to the Federal Reserve’s balance sheet runoff, known as QT. When the FOMC meets this coming week, officials are almost certainly going to cut rates given the perilous situation in labor. But with financial firms still using the Fed’s repo facility and especially as benchmark money rates stay elevated, the second item on the list of decisions is going to be ending QT. Lees meer
Eurodollar University's Money & Macro Analysis
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you.
Visit https://eurodollaruniversity.substack.com to sample the service or sign up and get started straight away.
https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
The Global Currency Crisis No One Is Talking About
26 oktober 2025 · 18 min
The dollar is making another big move higher to the point it is causing governments and central banks around the world to respond and even intervene to keep their own currencies from crashing against it. Fears over the global economic downturn are driving monetary tightness and demand for safety at the expense of those at the forefront of the broad decline. 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
---------------------------------------------------------------------------------------------------------------------Bloomberg Currency Officials Go on Offensive as Trade Angst in Asia Mounts
https://www.bloomberg.com/news/articles/2025-10-16/currency-officials-go-on-offensive-as-trade-angst-in-asia-mountsBloomberg South Korea Says Watching One-Sided Won Volatility in Rare Move
https://www.bloomberg.com/news/articles/2025-10-13/south-korea-says-watching-one-sided-won-volatility-in-rare-moveBloomberg Swiss Franc’s Haven Run Seen Nearing SNB Intervention Threshold
https://www.bloomberg.com/news/articles/2025-10-24/swiss-franc-s-haven-run-seen-nearing-snb-intervention-thresholdhttps://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
HOLY SH*T! More Subprime Lenders Just Collapsed (Something BIG Is Happening)
24 oktober 2025 · 22 min
We have a couple more names to add to our fast-growing list of shadow banking casualties. And, yes, collateral is once again the common theme. One of them is of course in subprime auto financing, but that’s just another canary in the credit coalmine. The other has been accused of fabricating half a billion of collateral invoices. Half a billion. Fake collateral. 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
---------------------------------------------------------------------------------------------------------------------WSJ Bankrupt Telecom Business Accused of Fraud in Receivables Financing
https://www.wsj.com/articles/bankrupt-telecom-business-accused-of-fraud-in-receivables-financing-0370b4fdBloombergLaw Factoring-Firm Affiliate Files Chapter 11; Up to $1B Liabilities
https://news.bloomberglaw.com/bankruptcy-law/factoring-firm-affiliate-files-chapter-11-up-to-1b-liabilitiesFreightWaves Factoring companies squeezed by slowing shipper payments: Alsobrooks
https://www.freightwaves.com/news/factoring-companies-squeezed-by-slowing-shipper-payments-alsobrooksBloomberg BOE’s Bailey Warns ‘Alarm Bells’ Ringing in Private Credit
https://www.bloomberg.com/news/articles/2025-10-21/boe-s-bailey-warns-of-financial-crisis-echoes-in-private-credithttps://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
BREAKING: Gold Price Is TANKING (What You Need To Know)
23 oktober 2025 · 22 min
After a truly epic run, precious metals are now getting pounded. Both gold and silver are down the past few days for a couple of reasons, not that this is a surprise. In fact, I told you just six days ago this was the most likely short run path for the metals. So, what’s driving the selloff and does it change the long run outlook for either? 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://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
The Repo Market Just Triggered the Next Round of QE
22 oktober 2025 · 20 min
There was action yet again at the Fed’s repo window today. A few more billion borrowed. But that’s now the fourth time over the last five trading days. These are more signs of tightening monetary conditions and if this does continue it will lead to the next QE from the Fed. The word that keeps coming up the past few months is escalation. Lees meer
Eurodollar University's Money & Macro Analysis
https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
You Won’t Believe What Just Happened to Chinese Banks
21 oktober 2025 · 20 min
Why is copper-to-gold so ugly and thoroughly deflationary? What's happening right now inside China is one key part of it. After a small artificial rebound earlier this - where have we heard that before - Chinese bank lending has fallen even more sharply this summer adding yet another layer to the tremendous deceleration we keep seeing across China this summer. Retail sales fell yet again and investment is crashing. Lees meer
Eurodollar University's Money & Macro Analysis
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you.
Ready to make your week count? Subscribe to One Big Weekly Theme today. You can sample the service or sign up and get started straight away.
https//:eurodollaruniversity.substack.com
CNN China expels two top generals from Communist Party in anti-corruption crackdown
https://www.cnn.com/2025/10/17/china/china-communist-party-expels-military-leaders-intl-hnkBloomberg China’s Lopsided Growth Puts Spotlight on Xi’s Five-Year Plan
https://www.bloomberg.com/news/articles/2025-10-20/chinese-economic-slowdown-worsens-with-growth-weakest-in-a-yearhttps://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Oil Just Entered Super Contango. That’s Bad. Really Bad.
20 oktober 2025 · 21 min
Even I am surprised at how quickly this has escalated. We got a big-time warning from the oil market earlier in the week. Whenever we see these things show up, usually there’s a little back and forth, in and out, the thing starts out as a little blip and stays that way for awhile. Then, maybe, you get a bigger move much later on. Not this time. The oil curve blew way past all of that in just a few days. 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://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
BREAKING: Banks Are COLLAPSING... Again
19 oktober 2025 · 32 min
Two US regional banks rocked the markets with more potential loan losses tied to private credit and shadow banks. But it is NOT really about them or the scale of those defaults; they are relatively tiny. It's what continues to be uncovered, the common COLLATERAL thread in every single one so far. Combined with a very precarious macroeconomic and monetary background, it's explosive. Lees meer
They are encompassed by the secrets behind the financial and monetary signals we continue to highlight and expose here at EDU. Watch our most recent webinar replay to start seeing the truth hiding in plain sight - and just in time, in case you haven't noticed. Stick around to the end for the best deal we've offered on Eurodollar University's full control room of subscriptions.
https://youtube.com/live/vnuKXWiIVac?feature=share
https://eurodollar.university/webinar-offer
CODE: 2025-OCT-WEBINAR-DDA3
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WTF Is Happening to Silver Right Now?! (You Won’t Believe This)
17 oktober 2025 · 20 min
Silver has gone absolutely vertical, even more than gold has. There is an historic squeeze going on in the silver market, centered in London. It started out driven by gold but the whole thing has been upended by imbalances in supply and the locations from where demand is coming from. How far can silver go? What’s really going on with it? And what should we expect next? Why does the matter for a whole lot more than the precious metals market? Lees meer
Eurodollar University's Money & Macro Analysis
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The secrets behind these and other financial and monetary signals. Watch our most recent webinar replay to start seeing the truth hiding in plain sight - and just in time, in case you haven't noticed. Stick around to the end for the best deal we've offered on Eurodollar University's full control room of subscriptions.https://youtube.com/live/vnuKXWiIVac?feature=share
--------------------------------------------------------------------------------Bloomberg Silver Traders Rush Bars to London as Historic Squeeze Rocks Market
https://www.bloomberg.com/news/articles/2025-10-11/silver-squeeze-evokes-hunt-brothers-as-banks-rush-bars-to-londonBloomberg Kotak Silver Fund Halts New Investments as Premium Widens
https://www.bloomberg.com/news/articles/2025-10-09/india-s-kotak-silver-fund-halts-new-investments-as-premium-growshttps://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Jamie Dimon Just Said the Quiet Part Out Loud…
16 oktober 2025 · 19 min
With one quote, JP Morgan’s CEO Jamie Dimon created a mini-firestorm even if in this case, anyway, he was just saying what everyone is thinking. On JPMs earnings call yesterday, Dimon reportedly said, “I probably shouldn’t say this but when you see one cockroach there are probably more” in relation to the bankruptcies that have popped up 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
---------------------------------------------------------------------------------------------------------------------Bloomberg Powell Signals Another Cut as Weak Hiring Pressures Unemployment
https://www.bloomberg.com/news/articles/2025-10-14/powell-signals-another-cut-as-weak-hiring-pressures-unemploymentBloomberg Private Credit Investors Sour on Funds as Rate Cuts Hurt Payouts
https://www.bloomberg.com/news/articles/2025-10-09/private-credit-investors-sour-on-funds-as-rate-cuts-hurt-payoutsBloomberg Blue Owl Chief Points to Bank Loans for Dimon Cockroach Warning
https://www.bloomberg.com/news/articles/2025-10-15/blue-owl-chief-says-look-to-banks-loans-for-dimon-s-cockroacheshttps://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
BREAKING: Oil Curve Just Flipped (This Always Ends Badly)
15 oktober 2025 · 19 min
A big signal we - and the whole market - have been waiting for was triggered. Better still, there is no ambiguity with this one. The oil curve has flipped for the first time in years in what is a very clear downturn signal. They call it a supply glut when there is no mistaking it's all about demand. Lees meer
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WARNING: Something Just Broke in the Financial System
14 oktober 2025 · 20 min
It’s not just the $2.3 billion that allegedly simply vanished; it’s how and maybe most important of all, why. Second guessing collateral this way does not end well. Especially since this does not appear to be a one-off case of embezzlement and outright theft, rather a relatively large company which made some bad choices pressured into doing so by the economy and given the opportunity by less than ideal protections and security. 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
---------------------------------------------------------------------------------------------------------------------This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks.
https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------Reuters First Brands' creditor says $2.3 billion 'simply vanished', seeks probe
https://www.reuters.com/world/us/first-brands-creditor-says-23-billion-simply-vanished-seeks-probe-2025-10-09/Bloomberg Aegon’s Junk Debt Chief Braces for Credit Pain as Cracks Spread
https://www.bloomberg.com/news/article… -
BREAKING: Credit Markets Just Broke (Again)
13 oktober 2025 · 20 min
Crytpo saw its biggest liquidations in history Friday when Trade Wars 2.2 flared up. Commodities were also pounded, bonds bigtime bid, even stocks sent significantly lower. Tariffs aren't really the issue here, either, as a confluence of negatives have been sapping sentiment for the past few weeks. Lees meer
Eurodollar University's Money & Macro Analysis
This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks.
https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
The Fed JUST Confirmed the U.S. Housing Bust Has Begun
12 oktober 2025 · 20 min
The growing macro bust in housing has become serious enough even the Fed is letting the public know officials are talking about it. I keep telling you that when central bankers see it too, you know it isn’t good. The Federal Reserve’s policymaking body, the FOMC, released the minutes of its meeting last month, the one where policymakers decided to dip back into the Pringles can with a single twenty five-bp rate cut. Lees meer
Eurodollar University's Money & Macro Analysis
This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks.
https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------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.
eurodollar.university/memberships
---------------------------------------------------------------------------------------------------------------------https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Germany’s Auto Industry Just Collapsed
10 oktober 2025 · 21 min
Germany’s auto production absolutely crashed, falling by almost 20% in just a single month. This becomes the latest stark warning about the direction of the global economy coming from the car business. And that report on production was corroborated by Mercedes, BMW, Porsche, Ferrari, all of them reporting results and forecasts this week that have sent their stocks plunging. 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
---------------------------------------------------------------------------------------------------------------------This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks.
https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------Bloomberg German Industrial Slump Deepens on Auto Production Plunge
https://www.bloomberg.com/news/articles/2025-10-08/german-industrial-slump-deepens-with-shutdown-in-auto-productionBloomberg German Exports Unexpectedly Drop as Shipments to the US Sink
https://www.bloomberg.com/news/articles/2025-10-09/german-exports-unexpectedly-drop-as-shipments-to-the… -
URGENT: Global Central Banks Are Panic Cutting Rates… Is America Next?
9 oktober 2025 · 21 min
Another major central bank panicked today into a 50 bps rate cut, just as markets have been predicting. Not only that, officials at that bank said they’re ready for more as ultra-low rates are back within reach already. The Pringles can is far from empty even though central banks around the world would like you to believe they are in a good place. On the contrary, rate cuts really are like pringles – once central bankers start they’re finding everywhere they can’t stop. Lees meer
Eurodollar University's Money & Macro Analysis
This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks.
https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on. If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you.
https://eurodollaruniversity.substack.com
---------------------------------------------------------------------------------------------------------------------https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Repo Fails Are SKYROCKETING (Something Big Is Happening)
8 oktober 2025 · 21 min
Repo fails have jumped to more than $320 billion as of the final full week in September, the highest since the very start of January. More importantly, the timing. While there are technical reasons for rising fails, they have been increasing since the first week in August, right when the July payroll report came out. There’s also been substantial selling of foreign reserve assets, an enormous amount which likewise is timed to the release of payroll estimates. Lees meer
Eurodollar University's Money & Macro Analysis
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This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks.
https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------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.
https://eurodollar.university/memberships
---------------------------------------------------------------------------------------------------------------------https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Oil Just Confirmed What Everyone’s Been Afraid Of
7 oktober 2025 · 22 min
OPEC this past weekend agreed to raise production into a falling market, putting it on the edge of confirming a major worldwide downturn. This is why, despite the crude cartel not increasing supply as much as feared, oil prices didn’t really react. There are far greater problems plaguing the energy markets, including tightening dollar conditions which go right along with this major market warning. 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
---------------------------------------------------------------------------------------------------------------------This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks.
https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------CNBC Oil rises more than 1% after OPEC+ hikes output less than expected
https://www.cnbc.com/2025/10/06/oil-prices-gain-1percent-after-lower-than-expected-opec-output-hike.htmlBloomberg The Oil Market’s 2026 Tsunami Will Be Costly to Finance
https://www.bloomberg.com/opinion/articles/2025-10-06/the-oil-market-s-2026-tsunami-will-be… -
The Shadow Credit Crisis That Could Shock the World
6 oktober 2025 · 21 min
These recent bankruptcies have garnered close attention from the marketplace because they represent the very real possibility serious cracks have already weakened credit markets...to the point even the stock market (part of it, anyway) is taking a hard look. Ally, Bread Financial, Affirm, even Capital One, they've all see their stocks plummet. There's more here than it seems because of all the noise about share indexes and their own record highs. Everyone has ignored job losses, until now that is. Lees meer
Eurodollar University conversation w/Steve Van Metre
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This is all exactly why Eurodollar University is holding a webinar on Tuesday October 14, at 6pm ET. To help you begin to unlearn the garbage that Economics has taught you and the financial media keeps repeating day after day after day. We’re going to dive into the hidden story, really the hidden truth of interest rates to uncover the wealth of information they contain which is otherwise inaccessible to you and everyone else thanks to Economics and central banks.https://webinar.eurodollar-university.com/home
----------------------------------------------------------------Bloomberg Subprime Credit Troubles Send Shares of Consumer Lenders Reeling
https://www.bloomberg.com/news/articles/2025-10-03/subprime-credit-troubles-send-shares-of-consumer-lenders-reelinghttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Walmart, Target, and Amazon Are Quietly Preparing for Something Big
5 oktober 2025 · 20 min
Like Amazon, now Walmart and Target are holding similar “fall” savings events promising to offer big savings. All three of them know the consumer economy is in deep trouble, thus the overemphasis on savings. But it’s not just what these retailers are doing for customers, it’s what they aren’t doing for workers. According to a range of sources, including the retailers themselves, they are not hiring. Lees meer
Eurodollar University's Money & Macro Analysis
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Sign up for our webinar on the Hidden Truth Behind Interest Rates:
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----------------------------------------------------------------Challenger Gray & Christmas
https://www.challengergray.com/blog/september-job-cuts-fall-37-from-august-ytd-total-highest-since-2020-lowest-ytd-hiring-since-2009/Retail Dive How retailers are hiring for the 2025 holiday season
https://www.retaildive.com/news/retail-holiday-season-hiring-job-cuts/760900/ISM Services September 2025
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/services/september/FRBNY Business Leaders Survey
https://www.newyorkfed.org/medialibrary/media/Survey/business_leaders/2025/2025_09blsreport.pdf?sc_lang=en&hash=872CB84D638D0F3D1A3F833365E25EF4Dallas Fed Texas Services Outlook Survey
https://www.dallasfed.org/research/surveys/tssos/2025/2509 -
Billions Are Pouring Into Switzerland…Here’s the Terrifying Reason Why
3 oktober 2025 · 20 min
Money from around the world continues to pour into Swiss bond markets, driving yields there down below zero and keeping them that way. Because Switzerland remains a key global money center in the eurodollar world, this kind of heightened demand for safety is directly related to rising worries about the rest of the world. Moreover, the Swiss curve is an indication of what we should expect from global rates moving forward. 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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Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
The Warning Signs Are Terrifying…And Oil Just Confirmed It
2 oktober 2025 · 22 min
This week has seen one oil company after another announce major layoffs. The oil curve is within sight of flipping and wholesale gasoline prices are only a penny above their lowest since 2021. Why? The answer was all over ADP's private payroll report for September. Lees meer
Eurodollar University's Money & Macro Analysis
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Sign up for our webinar on the Hidden Truth Behind Interest Rates:
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----------------------------------------------------------------ADP
https://adpemploymentreport.com/IEA Oil Market Report August 2025
https://www.iea.org/reports/oil-market-report-august-2025HRD Imperial Oil, ExxonMobil announce major layoffs for Canada amid global restructuring
https://www.hcamag.com/ca/news/general/imperial-oil-exxonmobil-announce-major-layoffs-for-canada-amid-global-restructuring/551612Dow Jones TotalEnergies to Cut Costs While Boosting Oil, Gas Output Through 2030 — Update
https://www.morningstar.com/news/dow-jones/202509296462/totalenergies-to-cut-costs-while-boosting-oil-gas-output-through-2030-updateFox Business Exxon to slash thousands of jobs
https://www.foxbusiness.com/media/exxon-slash-thousands-jobs-major-corporate-overhaul-comprehensive-restructuring-planhttps://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUDisclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of princ… -
This Job Report Just Flipped the ENTIRE Jobs Narrative Upside Down
1 oktober 2025 · 20 min
The latest report on jobs changes everything. The hiring rate in August dropped to its lowest level since April of 2020. April 2020. It’s another clear sign that the labor market is visiting Dr. Beveridge and right in time for Amazon Prime Days which begin a week from now. Consumer confidence fell sharply here for September in even more new data, with workers reporting they also feel job availability is at a multi-year low, so it’s not just in the high level data, this thing is also making waves on the ground. Lees meer
Eurodollar University's Money & Macro Analysis
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It is absolutely critical to understand the hidden truth or really truths about what interest rates are saying. Decoding them isn’t really that difficult, either, once you step away from mainstream Economics. And that’s what we’re going to do on Tuesday October 14 at 6 pm ET. Join me for a full webinar as we break down these secrets to interest rates that really shouldn’t be.
Sign up for our webinar on the Hidden Truth Behind Interest Rates:https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------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.
https://eurodollar.university/memberships
---------------------------------------------------------------------------------------------------------------------Conference Board
https://www.conference-board.org/topics/consumer-confidence/https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
This is THE Economic Canary in the Coal Mine
30 september 2025 · 21 min
What is going on in the auto world? First, Tricolor goes bankrupt. Then parts supplier First Brands follows them. CarMax reports dismal earnings. Even Germany's Bosch decided to lay off another 13,000 workers. It's not just a canary in the coal mine, there's a whole flock - or fleet - of them. 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
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Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://webinar.eurodollar-university.com/home
---------------------------------------------------------------------------------------------------------------------CarMax Second Quarter Earnings
https://investors.carmax.com/news-and-events/news/news-details/2025/CarMax-Reports-Second-Quarter-Fiscal-Year-2026-Results/default.aspxCNBC CarMax stock plummets 20% following ‘challenging’ quarter
https://www.cnbc.com/2025/09/25/carmax-stock-plummets-after-missed-wall-streets-expectations.htmlMarketWatch CarMax sees surprise drop in used-car sales even at lower prices, and the stock dives
https://www.marketwatch.com/story/carmax-sees-unexpected-drop-in-used-car-sales-even-at-lower-prices-and-the-stock-dives-7dc067b0Bloomberg Economists Lower US Job Growth Through 2026, Fueling Rate Cuts
https://www.bloomberg.com/news/articles/2025-09-26/economists-lower-us-job-growth-through-202… -
Wall St Insider Just Predicted a Trillion-Dollar AI Time Bomb
29 september 2025 · 21 min
Companies are throwing trillions of dollars chasing the latest fad at the worst possible time. Even hedge fund insiders are sounding alarms over the collision between macro reverse and bubble building mania. Bigger than the dot-coms. Lees meer
Eurodollar University's conversation w/Steve Van Metre
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Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://webinar.eurodollar-university.com/home
----------------------------------------------------------------
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you.
https://eurodollaruniversity.substack.com
----------------------------------------------------------------https://eurodollar.university
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The Subprime Auto Crisis No One’s Talking About
28 september 2025 · 22 min
For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ Lees meer
Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares
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----------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://webinar.eurodollar-university.com/home
----------------------------------------------------------------Everyone has been abuzz about Tricolor's bankruptcy. The subprime auto lender has already created hundreds of millions in losses and for some of the biggest banks. But the real story here isn't those hundreds of millions, rather the trillions in debt that is priced on financial variable that's otherwise impossible to pin down. Tricolor's bankruptcy just might shed some light on it. Will the financial world like what it could find?
Eurodollar University's Money & Macro Analysis
Fifth Bank 8-K
https://www.sec.gov/ix?doc=/Archives/edgar/data/0000035527/000003552725000185/fitb-20250905.htmBloomberg Tricolor Trustee Targets 100,000 Auto Loans Stuck in Limbo
https://www.bloomberg.com/news/articles/2025-09-18/tricolor-trustee-seeks-control-over-100-000-subprime-auto-loansWired Recipe for Disaster: The Formula That Killed Wall Street
https://www.wired.com/2009/02/wp-quant/https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUDisclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own researc… -
The Dollar Just BROKE Another Currency (The Next Stage Is Here)
26 september 2025 · 21 min
The dollar is starting to move more aggressively, driving higher and crossing key thresholds in a whole host of currency exchanges. Not only that, this current “strengthening” is highly synchronized. Both of those factors, the synchronization and breaching multiple ranges, are beginning to more strongly point to the next stage in this ongoing cycle. 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
---------------------------------------------------------------------------------------------------------------------Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://event.webinarjam.com/register/30/vpxv1tvg
---------------------------------------------------------------------------------------------------------------------https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
WTF Just Happened to the Banking System?!
25 september 2025 · 22 min
There are growing concerns - and a growing pile of evidence and reports - indicating the *shadow* banking system is suppressing potential losses for no legitimate reason. Here we examine where they are coming from and what the latest data shows. Lees meer
Eurodollar University's Money & Macro Analysis
----------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://event.webinarjam.com/register/30/vpxv1tvg
----------------------------------------------------------------
Eurodollar University Memberships: 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.
https://eurodollar.university/memberships
----------------------------------------------------------------S&P Global Private Credit: The Rising ‘Defaults’
https://www.spglobal.com/market-intelligence/en/news-insights/resources/private-credit-the-rising-defaultsLincoln International
https://www.lincolninternational.com/news/the-lincoln-private-market-index-records-another-quarter-of-growth-in-q2/Bloomberg Default Warnings Start to Pile Up in Private Credit Market
https://www.bloomberg.com/news/articles/2025-08-21/default-warnings-start-to-pile-up-in-the-private-credit-markethttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Breaking Report Reveals SHOCKING Interest Rate Forecast
24 september 2025 · 22 min
For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ Lees meer
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----------------------------------------------------------------
Sign up for our webinar on the Hidden Truth Behind Interest Rates:
https://event.webinarjam.com/register/30/vpxv1tvg
----------------------------------------------------------------Now that the Federal Reserve is back to cutting rates, we can start looking ahead to how low they might go. Not only that, also how low Treasury yields and the entire curve get. While Economists wrongly rely on bad theories put into econometric models, we have a wealth of good and valid information (once again proving correct) from which we can make some reasonable judgements.
Eurodollar University's Money & Macro Analysis
Bloomberg Goldman Sachs Says US Yield-Curve Shape Looks Like Zero-Rate Era
https://www.bloomberg.com/news/articles/2025-08-06/goldman-sachs-says-us-yield-curve-shape-looks-like-zero-rate-erahttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUDisclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions. -
Argentina is COLLAPSING and it's Quickly Spreading to the Rest of the World
23 september 2025 · 22 min
A sad report as Argentina's badly-needed chainsaw is running into a bigger one - the eurodollar. President Milie was forced to admit the market is in panic-mode as the peso plunges in a way that's all-too-familiar for eurodollar watchers. Push comes to shove, the latter simply has the biggest chainsaw and it is using the thing that the world needs to be watching carefully. 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
---------------------------------------------------------------------------------------------------------------------Bloomberg Argentina Assets Slide as Milei Summons Cabinet After Defeat
https://www.bloomberg.com/news/articles/2025-09-08/argentina-bonds-slump-on-milei-s-defeat-in-buenos-aires-voteBloomberg Milei Defies Forecasts So Far as Argentina’s Peso Strengthens
https://www.bloomberg.com/news/articles/2025-04-23/milei-defies-forecasts-so-far-as-argentina-s-peso-strengthens-usd-arsAP Argentina President Milei suffers crushing defeat in Buenos Aires provincial election
https://apnews.com/article/argentina-election-javier-milei-cristina-fernandez-peronism-fecba6d106eb2c0f2440e9fca298e470Cato Deregulation in Argentina: Milei Takes “Deep Chainsaw” to Bureaucracy and Red Tape
https://www.cato.org/free-society/spring-2025/deregulation-argentina-milei-takes-deep-chainsaw-bureaucracy-red-tapehttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Foreigners Buying RECORD Amounts of Treasuries (Something Big is Happening)
22 september 2025 · 21 min
Foreigners continue their epic buying binge in USTs and US$ assets, totally defying the narrative everyone around the world is ditching America. Despite the intent of so many to make this political, there is nothing political about this, purely economics (small "e"). We keep more evidence and data showing what those really are, and foreigners know it only too well. Lees meer
Eurodollar University's conversation w/Steve Van Metre
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Eurodollar University's One Big Weekly Theme
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.
If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you.
To sample or sign up straight away, go to: eurodollaruniversity.substack.com
**************************************Bloomberg Foreign Holdings of Treasuries Climb to Record Level
https://www.bloomberg.com/news/articles/2025-09-18/foreign-holdings-of-treasuries-reach-record-even-as-china-sellshttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
BREAKING! Bank of Japan Just Announced It’s SELLING Stocks
21 september 2025 · 22 min
For the first time ever, the Bank of Japan is selling stocks out of its vast portfolio. The announcement shocked the markets though mostly the media. Is this what it seems to be, or does the Japanese government have a trick up its sleeve? A crystal clear answer can be found among Japan's households as this is one of the best examples ever of modern "monetary" policy. 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
---------------------------------------------------------------------------------------------------------------------BoJ Statement
https://www.boj.or.jp/en/mopo/mpmdeci/mpr_2025/k250919a.pdfBloomberg BOJ Unveils ETF Sales Plan, Keeps Door Open for October Hike
https://www.bloomberg.com/news/articles/2025-09-19/boj-keeps-rates-steady-as-ishiba-s-departure-adds-to-uncertaintyBloomberg Long Bonds Are a Buy as Contagion Fears Ease, TS Lombard Says
https://www.bloomberg.com/news/articles/2025-09-19/long-bonds-are-a-buy-as-contagion-fears-ease-ts-lombard-saysMoneyWise Rice prices have skyrocketed in Japan — and farmers warn that ‘everyone who eats’ that disaster could be near
https://finance.yahoo.com/news/rice-prices-skyrocketed-japan-farmers-172500461.htmlhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Something BIG Just Happened in Real Estate (Here's What You MUST Know)For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares Follow @21Shares o
20 september 2025 · 20 min
For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ Lees meer
Subscribe @21Shares on YouTube: https://www.youtube.com/@21shares
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Another grim stat from US real estate, as plans to build houses slid to the lowest since May 2020. There are more homebuilders cutting prices than at any other time since, yes, 2020. But at the same time, mortgage rates have slid to their lowest level in a year. In other words, the housing market is giving off a definite signal, and it's the same one as mortgage rates.
Eurodollar University's Money & Macro Analysis
Ben Bernanke’s Testimony April 2008
https://www.cnbc.com/2008/04/02/text-bernankes-testimony.htmlBloomberg US Homebuilder Sentiment Stays Low Despite Mortgage-Rate Drop
https://www.bloomberg.com/news/articles/2025-09-16/us-homebuilder-sentiment-stays-low-despite-mortgage-rate-dropHousewire Optimal Blue: Rate-and-term refis soar 70% in August
https://www.housingwire.com/articles/rate-and-term-refinance-optimal-blue-market-advantage-august-2025/Conference Board Leading Economic Indicators
https://www.conference-board.org/topics/us-leading-indicators/https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUDisclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.Eurodollar University's Money & Macro Analysis
https://ww…
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Fed Rate Decision (Everything You MUST Know)
18 september 2025 · 28 min
What a massive mess. No clear direction. Dots all over he place. And that's just the start. We've got Canada, too. Replay of FOMC decision livestream as Pringles win again.
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Something BIG Just Snapped in China’s Bond Market
17 september 2025 · 23 min
China's yield curve is being reshaped in a way that has created confusion across the spectrum. Even policymakers at the PBOC are talking about the need to do something. However, market behavior is consistent with what we're seeing around the rest of the world and how it all relates to China finding a way out of its mess and hitting upon a real recovery. Lees meer
Eurodollar University's Money & Macro Analysis
---------------------------------------------------------------------------
If you want to see what you've been missing - and it's A LOT - then join us at Eurodollar University. Our memberships have got you covered where it comes to mastering monetary mechanics. You won't find this anywhere else.
https://www.eurodollar.university/memberships
---------------------------------------------------------------------------Bloomberg China Bond Slump Fuels Speculation PBOC Will Resume Debt Buying
https://www.bloomberg.com/news/articles/2025-09-14/china-bond-slump-fuels-speculation-pboc-will-resume-debt-buyingReuters Chinese money flows into bonds even as central bank warns of risks
https://www.reuters.com/markets/asia/chinese-money-flows-into-bonds-even-central-bank-warns-risks-2024-06-27/https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
France Just Broke their Bond Market (First Time in History)
16 september 2025 · 22 min
For the first time ever, French bond spreads are higher than those seen in Italy (both compared to Germany). This isn't just about "fiscal consolidation" worries and France's government budget, the real issue behind everything is economic differentials. Those need to be turned around and soon else France risks being the new, well, Italy. 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
---------------------------------------------------------------------------------------------------------------------NYT French Government Collapses, Again, Deepening Paralysis
https://www.nytimes.com/2025/09/08/world/europe/france-vote-government-collapse.htmlCNBC France’s Macron names loyalist Lecornu as new prime minister
https://www.cnbc.com/2025/09/09/france-macron-names-lecornu-new-prime-minister.htmlCNBC France’s borrowing costs rise after Fitch downgrade — and there could be more bad news ahead
https://www.cnbc.com/2025/09/15/frances-borrowing-costs-rise-after-fitch-downgrade-.htmlBloomberg French Borrowing Costs Top Italy’s in Historic Market Shift
https://www.bloomberg.com/news/articles/2025-09-09/french-borrowing-costs-top-italy-s-in-historic-market-shifthttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
BREAKING: Texas Gives MASSIVE Warning Of Consumer Behavior
15 september 2025 · 21 min
The oil business is heading for a big bust, putting Texas in the crosshairs. While that's obviously not good for the economy as a whole, energy does tend to be a leading indicators and when the jobs starting being lost in the space in a big way it's a big red flag. Consumers know it, given what was also just reported from them, too. Lees meer
Eurodollar University's conversations w/Steve Van Metre
---------------------------------------------------------------------------
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you.
https://eurodollaruniversity.substack.com/
---------------------------------------------------------------------------https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Oh Sh*t... Something Big Just Broke in the Eurodollar System
14 september 2025 · 22 min
Since the July payroll report came out, something seems to have snapped out there in the offshore eurodollar world. Two key sources are signaling a turn toward substantial tightening. Here we go over what those signals are, how to read them in context, and what they mean going forward. Lees meer
Eurodollar University's Money & Macro Analysis
---------------------------------------------------------------------------
If you want to see what you've been missing - and it's A LOT - then join us at Eurodollar University. Our memberships have got you covered where it comes to mastering monetary mechanics. You won't find this anywhere else.
https://www.eurodollar.university/memberships
---------------------------------------------------------------------------FRBNY Triparty Repo
https://www.newyorkfed.org/markets/data-hubhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Something Really Weird Just Happened at a Treasury Auction
12 september 2025 · 22 min
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 Lees meerYesterday's 10-year note auction produced something we've never seen before, and it totally upended everyone's expectations if not more. With the macro climate being what it is, the 10s sale was a "victim" of the increasingly prominent curve reshaping we're seeing everywhere. And "everywhere" absolutely includes the long bond, the 30-year maturity the mainstream has its sights on.
Eurodollar University's Money & Macro Analysis
Bloomberg Big Banks Nearly Get Shut Out of Treasury 10-Year Auction
https://www.bloomberg.com/news/articles/2025-09-10/big-banks-nearly-get-shut-out-of-treasury-10-year-auctionBloomberg Trump Isn’t the Only Reason the Price of Money Is Rising
https://www.bloomberg.com/news/articles/2025-09-11/podcast-trump-isn-t-the-only-reason-the-price-of-money-is-risinghttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
New Data CONFIRMS: The Recession Started a Year Ago
11 september 2025 · 20 min
For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ Lees meer
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It wasn't actually the record downgrade to payrolls that stood out the most. Far more important, the QCEW confirms there is a very good chance a recession began LAST YEAR. Not just the forgot how to grow kind, a full-blown one even mainstream Economists and the NBER will be recognizing. The evidence continues to show we all went from forgot how to hire to remember how to fire. The Fed's fifty next week is all but set.
Eurodollar University's Money & Macro Analysis
CNBC JPMorgan CEO Jamie Dimon says the economy ‘is weakening’
https://www.cnbc.com/2025/09/09/jpmorgan-jamie-dimon-economy.htmlBloomberg US Payrolls Marked Down a Record 911,000 in Preliminary Estimate
https://www.bloomberg.com/news/articles/2025-09-09/us-payrolls-estimated-to-be-911-000-lower-in-year-through-marchStanley Fischer The Great Recession: Moving Ahead
https://www.federalreserve.gov/newsevents/speech/fischer20140811a.htmChristopher Waller Let’s Get On with It
https://www.federalreserve.gov/newsevents/speech/files/waller20250828a.pdfhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUDisclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions. -
The Biggest Payroll Revision in U.S. History (911,000 Jobs Were Fake)
10 september 2025 · 20 min
A record downward revision to payrolls adds to the evidence the US labor market is in dire shape while also heading in the wrong direction. In this video, we go over not just those details but also look ahead at the possible financial consequences should conditions continue to deteriorate in the way they appear to be. What else might be triggered by job losses in the real economy? More than a few possibilities. 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 -
Copper-to-Gold Ratio Hits Financial Crisis Levels: What You MUST Know
9 september 2025 · 22 min
Gold keeps soaring and not because of inflation. We know this without any doubt because as copper prices remain stuck, rising bullion against it has crashed the copper-to-gold ratio down to RECORD LOWS. That isn't about expectations for a crash, instead the market is expressing rising probabilities as to the future. One in which the latest data from FRBNY on job finding expectations fits only too well. Lees meer
Eurodollar University's Money & Macro Analysis
------------------------------------------------------------------------
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you.
https://eurodollaruniversity.substack.com
------------------------------------------------------------------------FRBNY Survey of Consumer Expectations
https://www.newyorkfed.org/microeconomics/scehttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
The Largest Wave of Layoffs Since 2020 Has Begun
8 september 2025 · 21 min
For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ Lees meer
There was one key stat from this week which helps explain the increasingly desperate state of the US labor market, offering background behind the "unexpectedly" weak payroll numbers from Friday. August's estimate was its lowest since...May 2009. Given the connection to employment, it all fits together with so many other signals including record low copper-to-gold. Yep, record low.
Eurodollar University's weekly conversation w/Steve Van Metre
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For more information on 21shares and to sign up for their newsletter, visit https://bit.ly/3JTI4GQ-------------------------------------------------------------------------------------
ISM Services August 2025
https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/services/august/https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUDisclaimer
This video is sponsored by 21Shares. The information provided in this video is for educational and informational purposes only and should not be considered financial or investment advice. Investing involves risk, including the possible loss of principal. Products mentioned may not be available in all jurisdictions, and their suitability will depend on your individual circumstances. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions. -
BREAKING: Payroll Data Going Viral, Here's what you MUST Know
6 september 2025 · 32 min
Payrolls were ugly, a big miss for August on top of revisions to June which pushed the monthly change negative. If that wasn't enough, a rising unemployment rate after a crash in full-time employment. Plus, a plunge in Canadian payrolls punctuate the turning point for North American jobs. Rates were down sharply, no surprise. Lees meer
Eurodollar University's Money & Macro Analysis
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Eurodollar University's One Big Weekly Theme
https://eurodollaruniversity.substack.com/Eurodollar University's Deep Dive Analysis
https://eurodollar.university
--------------------------------------------------------------------------- -
Banks Are Preparing For Something BIG
5 september 2025 · 21 min
It's not what everyone says, watch what they do. Big companies and big banks (JPM, too) are making heavy preparations for sharply lower interest rates. The former, in particular, have basically revived the long-dormant commercial paper market in a clear sign. At the same time, US and global banks are remaking their balance sheets in critical and unambiguous ways. Even some Fed officials are now seeing it, too. R is back to being an ultra-low STAR. Lees meer
Eurodollar University's Money & Macro Analysis
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Eurodollar University's One Big Weekly Theme
https://eurodollaruniversity.substack.com/
---------------------------------------------------------------------------Bloomberg America Inc. Swaps Decades for Days in Rush to Commercial Paper
https://www.bloomberg.com/news/articles/2025-09-02/30-years-try-30-days-america-inc-flocks-to-commercial-paperCNN Be prepared for 7% interest rates, warns Jamie Dimon
https://www.cnn.com/2023/10/02/investing/jamie-dimon-jpmorgan-7-percent-interest-rate-recessionFRBNY John Williams All the Stars We Cannot See
https://www.newyorkfed.org/newsevents/speeches/2025/wil250825Bloomberg Won Advances After BOK Governor Defends Currency Intervention
https://www.bloomberg.com/news/articles/2025-08-28/won-gains-after-bok-rhee-s-comments-on-forex-intervention-goalshttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
You Won’t Believe What Dollar Tree Just Revealed About The Consumer
4 september 2025 · 21 min
Dollar Tree says after seeing a major influx of especially middle-income Americans in its stores, it won't be able to raise prices. The latest jobs data leaves absolutely no doubt why that is. According to the turnover stats, the US labor market LOST jobs in June and July. 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
---------------------------------------------------------------------------------------------------------------------WSJ Dollar Tree Shares Fall as Tariffs Dampen Near-Term Outlook
https://www.wsj.com/business/retail/dollar-tree-boosts-outlook-as-sales-jump-c48b7461WSJ Dollar General Draws Shoppers Across Income Levels, Raises Outlook
https://www.wsj.com/business/retail/dollar-general-boosts-outlook-after-earnings-rise-95e4bff8https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Gold's RECORD HIGH Just Sent the CLEAREST Warning
3 september 2025 · 19 min
After trading conspicuously sideways for the past four months, gold has finally broken out of its range. However, at the same time the US dollar exchange value is threatening to do the same - by moving HIGHER. It's a bad combination: rising gold, higher dollar, and falling interest rates. If any doubts remain about what's really happening, the copper-to-gold ratio leaves everyone no doubt. Lees meer
Eurodollar University's Money & Macro Analysis
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Eurodollar University's One Big Weekly Theme
https://eurodollaruniversity.substack.com/
---------------------------------------------------------------------------Bloomberg Why Investors Can’t Seem to Get Enough of Gold
https://www.bloomberg.com/news/articles/2025-09-02/gold-price-record-why-bullion-is-safe-haven-amid-tariffs-inflationhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
ALERT: China’s MEGA bubble Is a Warning To The World
2 september 2025 · 19 min
Chinese stocks are heading into orbit, taking off like a rocket ever since the US and China reached an agreement to not inflict the worst of trade wars. Curiously, though, the Chinese economy has further deteriorated which means the equity surge is looking more and more like something we've seen before from Shanghai. Lees meer
Eurodollar University's Money & Macro Analysis
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Eurodollar University's One Big Weekly Theme
https://eurodollaruniversity.substack.com/
---------------------------------------------------------------------------Bloomberg China Stocks Are Sending Warning Signs on Liquidity-Driven Rally
https://www.bloomberg.com/news/articles/2025-08-25/china-stocks-are-sending-warning-signs-on-liquidity-driven-rallySCMP 4 reasons fears of China stock market bubble are misplaced
https://www.scmp.com/opinion/china-opinion/article/3323431/four-reasons-fears-china-stock-market-bubble-are-misplacedhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
NEW Fed Report Says An Emergency 50bps Cut Now on the Table
1 september 2025 · 19 min
Once Federal Reserve policymakers start making total sense, that's when you know. Officials are seeing the data the same way(s) we are, meaning a mess in jobs combined with an absence of any sign for tariff inflation. A big one came this week with a leading voice voicing caution and a growing possibility for that September fifty. 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
---------------------------------------------------------------------------------------------------------------------Christopher Waller Let's Get On with It
https://www.federalreserve.gov/newsevents/speech/files/waller20250828a.pdfhttps://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU -
Canada’s Economy Just Collapsed (Worst Since 2020)
31 augustus 2025 · 20 min
There is no escaping the Pringles can. While the Bank of Canada has been on hold with its rate cutting since March, Canadian GDP, payrolls and even the latest Canadian CPI figures leave no doubt. Plus, the globally synchronized implications will be heard in central bank deliberations worldwide. Lees meer
Eurodollar University's Money & Macro Analysis
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All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!
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Twitter: https://twitter.com/JeffSnider_EDUThis video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Member FDIC. The sale, purchase and storage of precious metals are offered by Glint, and not Sutton Bank.
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