Alle afleveringen van Eurodollar University – pagina 8 van 31

BREAKING: Something BIG Just Snapped in the Bond Market

29 augustus 2025 · 24 min

Afspelen

Two-year Treasury yields set a new almost-year low, falling below their prior April chaos lows. The yield curve is undergoing a profound reshaping that explains a lot more than Jay Powell's Jackson Hole performance. It also perfectly indicates what long-run interest rates are also doing as well as likely to do moving forward. 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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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-era

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

New Data Reveals People Have Given Up on the Economy

27 augustus 2025 · 20 min

Afspelen

Consumer fears over jobs increased yet again in August, as did expectations for a recession. Relatedly, two separate sources confirmed housing prices in the US fell yet again in their latest monthly estimates. Related because the one is causing the other; fears over jobs that aren't strictly fears are reducing demand for homes and a whole lot more. Deep down, even Jay Powell knows it. 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
---------------------------------------------------------------------------------------------------------------------

Jay Powell's August 2025 Jackson Hole speech
https://www.federalreserve.gov/newsevents/speech/files/powell20250822.pdf

Conference Board August 2025 consumer confidence
https://www.conference-board.org/topics/consumer-confidence/

Bloomberg Weak US Housing Outlook Sends Australia’s Reece Tumbling
https://www.bloomberg.com/news/newsletters/2025-08-25/reece-tumbes-lithium-optimism-us-stocks-australia-briefing

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

BREAKING: France is About To Fall, Here's What Your MUST Know

27 augustus 2025 · 20 min

Afspelen

France's government is going to collapse again in a couple weeks. While everyone was distracted by trade wars, the underlying schism in politics remained unresolved. France is between a rock and a hard place, trying to fix its budget. Here's the thing: both the rock and the hard place are the same thing. Lees meer

Eurodollar University's Money and Macro Analysis

I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!
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CNN France fears new political crisis after PM’s confidence-vote gamble
https://www.cnn.com/2025/08/25/europe/francois-bayrou-french-confidence-vote-intl

CNBC ‘Our country is in danger’: French PM takes confidence vote gamble over budget woes
https://www.cnbc.com/2025/08/26/french-pm-takes-confidence-vote-gamble-over-budget-woes.html

Bloomberg France’s Government Risks New Collapse, Weighing on Markets
https://www.bloomberg.com/news/articles/2025-08-25/france-s-government-risks-another-collapse-weighing-on-markets

Bloomberg French Political Crisis Dashes Hope of Business-Led Recovery
https://www.bloomberg.com/news/articles/2025-08-27/france-s-political-crisis-dashes-hopes-of-business-led-recovery

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This 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.

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the pos…

America’s Housing Market Is Breaking (Again)

26 augustus 2025 · 21 min

Afspelen

Home sales are down. Prices are falling. Inventories are rising. Record number of cancelations. And this is for July, not just a prime sales month in real estate, also three months after the events April. Stocks are soaring and trade deals have been struck. Where are all the buyers? Lees meer

Eurodollar University's Money & Macro Analysis

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I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!
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Redfin News Home Purchases Are Getting Canceled at a Record Rate
https://www.redfin.com/news/home-purchase-cancellations-july-2025/

Bloomberg US New-Home Sales Exceed Forecast Following Upward Revision
https://www.bloomberg.com/news/articles/2025-08-25/us-new-home-sales-exceed-forecast-following-upward-revision

Bloomberg US Homebuilder Sentiment Retreats as Buyers Lack Motivation
https://www.bloomberg.com/news/articles/2025-08-18/us-homebuilder-sentiment-retreats-as-buyers-lack-motivation

NAR Existing-Home Sales Report Shows 2.0% Increase in July
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-2-0-increase-in-july

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This 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.

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the poss…

China Has Fallen: Here's What It Means for the World

25 augustus 2025 · 22 min

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Something has changed in China. Something big. Bank lending dropped sharply, more than it has. Fixed investment suddenly crashed. Retail sales contracted in a way China hasn't experienced since 2022's lockdowns. The usual economic and financial decay has been taken up a notch, if not two. So, naturally, Chinese stocks are soaring, one final negative signal. Yes, negative. Lees meer

Eurodollar University 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: monetary-metals.com/snider
----------------------------------------------------------------------------------------------------------

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

The Most Important Line Everyone Missed at Jackson Hole

23 augustus 2025 · 21 min

Afspelen

There were several key points from Jay Powell's speech at Jackson Hole which everyone seems to have missed. The market picked up on them, however, with SOFR futures reacting by pushing its inversion deeper and further out, now early 2027. What Chair Powell meant under everything he said was he finally gets the big Beveridge risk. Lees meer

Eurodollar University's conversation w/Steve Van Metre
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I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out!
------------------------------------------------------------------------------------

Chair Powell's Jackson Hole Speech
https://www.federalreserve.gov/newsevents/speech/files/powell20250822.pdf

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This 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.

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal. Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.…

McDonald’s Just Slashed Prices…The Economy is DONE

22 augustus 2025 · 20 min

Afspelen

Jay Powell vs. Ronald McDonald? The FOMC yesterday published the minutes of its July meeting which showed a majority of officials believe inflation is the country's greatest threat. So, it was a huge shock when the world's biggest fast-food joint reported - ON THE SAME DAY - it was doing the opposite. Even the FOMC "majority" isn't as solid as it is made to appear, as the minutes also contained one observation that really does align with these real economy facts. 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 here: monetary-metals.com/snider
----------------------------------------------------------------------------------------------------------

FOMC Minutes for July 2025
https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20250730.pdf

Fox Business McDonald's to slash combo meal prices to win back budget-conscious shoppers
https://www.foxbusiness.com/lifestyle/mcdonalds-slash-combo-meal-prices-win-back-budget-conscious-shoppers

CNN McDonald’s is cutting prices of its combo meals to convince customers it’s affordable again
https://www.cnn.com/2025/08/20/food/mcdonalds-combo-lower-prices

Bloomberg Fed Chair Contender Bullard Backs 100 Basis Points of 2025 Cuts
https://www.bloomberg.com/news/articles/2025-08-21/fed-chair-contender-bullard-backs-100-basis-points-of-2025-cuts

Bloomberg US Stocks Extend Slide as Walmart Misses, Jobless Claims Rise
https://www.bloomberg.com/news/articles/2025-08-21/us-equity-futures-fall-as-walmart-misses-jobless-claims-rise

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Target Gives MASSIVE Warning Of Consumer Behavior

21 augustus 2025 · 31 min

Afspelen

I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Lees meer

Target suffered another quarterly drop in sales. And the reason why was given by the CEO of Home Depot commenting on his own company's struggles. Laying down some truth, for once, these big retailers are adding more color and confirmation to why the market keeps betting more forcefully for the September Fed 50.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This 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.

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal. Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat r…

BREAKING: Credit Spreads Hit New Multi-decade LOWS

20 augustus 2025 · 36 min

Afspelen

With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here http://www.monetary-metals.com/Snider/ Lees meer

Corporate credit is filled with what appear to be contradictions, with some spread categories tumbling to their lowest levels since the late nineties. Yet, delinquencies and risks are rising and doing so in a way everyone is recognizing. So, why the complacency? It's a combination of several critical - perhaps killer - factors that tie in to commercial real estate. We have some related updates on that are, too.

Eurodollar University's Money and Macro Analysis

Bloomberg US Corporate Bond Spreads Sink to 27-Year Low as ‘FOMO’ Sets In
https://www.bloomberg.com/news/articles/2025-08-15/us-corporate-bond-spreads-sink-to-27-year-low-as-fomo-sets-in

New Treasury Data Shows Foreigners Are Doing Something UNPRECEDENTED

19 augustus 2025 · 37 min

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I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/ Lees meer

It's gotten so bad that serious Wall Street commentators are openly talking about yield curve control for Treasuries - just like they did four years ago. Yet, YCC never happened for the same reason it won't happen today. While the same people calling for the Fed to buy bonds in order to stabilize interest rates say this is needed because foreigners are ditching USTs and the dollar, the latest data shows the opposite is happening. Again.

This 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.

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal. Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate and combat r…

Amazon Reveals Americans Have Hit Their Final Straw

17 augustus 2025 · 18 min

Afspelen

I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out! Lees meer

Last month was Amazon Prime "Day" - now four - and after it was over the whole thing just disappeared down a memory hole. Why? Ask the boxes. What box-makers are reporting is getting to be disturbing. No wonder with the latest on consumer sentiment, consumer goods production, and consumer spending hanging by a tariff-distorted thread.

Eurodollar University's Money & Macro Analysis

Amazon Prime
https://www.aboutamazon.com/news/retail/prime-day-2025-recap

Retail Dive Amazon once again touts ‘record’ Prime Day sales
https://www.retaildive.com/news/amazon-prime-day-2025-record-sales/753034/

Bloomberg What Declining Cardboard Box Sales Tell Us About the US Economy
https://www.bloomberg.com/news/articles/2025-08-14/cardboard-box-sales-fall-in-worrying-sign-for-us-retail

UofM August 2025 Consumer Sentiment
https://www.sca.isr.umich.edu/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This 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.

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious meta…

HSBC’s "China Crisis Is Far Worse Than Anyone Imagined"

15 augustus 2025 · 22 min

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With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here http://www.monetary-metals.com/Snider/ Lees meer

HSBC reported shocking results regarding its Hong Kong real estate loans further establishing the proportions of the credit crisis underway there. The news was, however, in line with recent developments in the city, among its banks, and with their Chinese counterparts. The reason was simple enough: all of them are suffering from the same fatal flow which the world, not just SE Asia, is in the middle of paying for.

Eurodollar University's Money & Macro Analysis

Reuters HSBC profit tumbles as China losses mount
https://www.reuters.com/business/finance/hsbc-profit-tumbles-china-losses-mount-2025-07-30/

Guardian
https://slguardian.org/hsbc-flags-73-of-hong-kong-commercial-property-loans-as-risky-amid-market-slump/

Bloomberg Hong Kong’s Economy Has Two Gravity-Defying Puzzles
https://www.bloomberg.com/opinion/articles/2025-08-11/hong-kong-interest-rates-and-housing-market-are-puzzles

Bloomberg Hong Kong Property Woes Persist Despite Banks’ Vote of Confidence
https://www.bloomberg.com/news/newsletters/2025-07-01/hong-kong-property-woes-persist-despite-banks-vote-of-confidence

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDUhttps://youtu.be/gY3Wge-v1sI

New Data Suggests Oil Will Hit A Price You Won't Believe

14 augustus 2025 · 22 min

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I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out! Lees meer

Oil tumbled today nearing its multi-year low as a massive supply glut hangs over the marketplace. But it's not supply where the glut is coming from. Meanwhile, rates also tumble as everyone - even the media - is getting ready for a September fifty out of the FOMC. In fact, these and the rest of the evidence are all the same thing, different sides of the same crude coin.

Eurodollar University's Money & Macro Analysis

Bloomberg Global Oil Markets Face Record Supply Glut Next Year, IEA Says
https://www.bloomberg.com/news/articles/2025-08-13/global-oil-markets-face-record-supply-glut-next-year-iea-says

IEA August 2025
https://www.iea.org/reports/oil-market-report-august-2025

Bloomberg Bets on Outsize Fed Cut Gain Steam as CPI Data Backs Doves
https://www.bloomberg.com/news/articles/2025-08-12/bets-on-outsize-fed-cut-gain-steam-as-inflation-data-backs-doves

Bloomberg CPI Report Boosts Market Bets on Larger September Fed Rate Cut
https://www.bloomberg.com/news/articles/2025-08-13/bets-on-outsize-fed-cut-gain-steam-as-cpi-data-backs-doves

Bloomberg Bessent Urges Fed to Lower Rates by 150 Basis Points or More
https://www.bloomberg.com/news/articles/2025-08-13/bessent-says-rates-should-likely-be-150-175-basis-points-lower

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This 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.

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other oblig…

$4.36 Trillion Bank Just Sent a MASSIVE Warning to the World

13 augustus 2025 · 21 min

Afspelen

With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here http://www.monetary-metals.com/Snider/ Lees meer

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

The Hidden Risk in Japan That Could Collapse Global Economies

12 augustus 2025 · 18 min

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I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out! Lees meer

The macro situation is worse this summer compared to last summer, so where's Japan's carry trade? If the July 2024 jobs report provoked a violent financial backlash, you'd think the July 2025 version would have, too. The fact it didn't points to several key developments, important warnings from JPY and JGBs.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This 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.

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal. Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate…

McDonald’s Can’t Even Sell Breakfast (Something’s VERY Wrong)

11 augustus 2025 · 17 min

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I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out! Lees meer

Both McDonald's and Wendy's reported this past week that more Americans are skipping breakfast, not for some health fad but increasingly harsh economic circumstances. That view was further corroborated by the Fed which showed credit card usage fell again for the second straight time, a critical cyclical signal confirming the swing in the consumer economy. So, another Fed official tilts toward rate cuts.

Eurodollar University's Money & Macro Analysis

Bloomberg Fast-Food Breakfast Sales Fade as Diners Eat at Home, Skip Meals
https://www.bloomberg.com/news/articles/2025-08-08/fast-food-breakfast-sales-fade-as-diners-eat-at-home-skip-meals

Reuters Fed's Musalem: There are risks now to both the inflation and jobs goals
https://www.reuters.com/business/feds-musalem-there-are-risks-now-both-inflation-jobs-goals-2025-08-08/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This 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.

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal. Precious meta…

Goldman Sachs Just Issued Brutal Economic Warning

10 augustus 2025 · 19 min

Afspelen

With Monetary Metals, you don’t just hold gold, you earn a real yield on it, paid monthly in physical gold, without ever giving up ownership
You can learn more here http://www.monetary-metals.com/Snider/ Lees meer

The July jobs report has sparked an overdue reexamination of a bunch of "truths" everyone has simply take for granted: inflation is the biggest risk, bonds are being rejected because of debt, etc. Goldman Sachs finally decided to check that actual yield curve and was utterly shocked to find zero interest rates all over it.

Eurodollar University's conversation w/Steve Van Metre

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-era

https://www.eurodollar.university
Twitter/X: https://x.com/JeffSnider_EDU

The Bank of England Just Did Something No One Expected

8 augustus 2025 · 20 min

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I’m excited to share something I’ve negotiated for you guys: you can now get a Glint Card for FREE (normally $10) just by registering with my code ‘SNIDER’ or filling out the form on the page I’ve linked below.
All the details and more about Glint are at https://partner.glintpay.com/eurodollar/. Don’t miss out! Lees meer

This had never happened before, an unprecedented vote for the Bank of England's Monetary Policy Committee. Despite it, the Pringles can remains undeterred since this is what rate cutting cycles are. The destination remains the same and another drop in employment in the UK as well as France further proves it.

Eurodollar University's Money & Macro Analysis

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

This 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.

Your investment in precious metals through Glint is:
-Not insured by the FDIC.
-Not a deposit or other obligation of, or guaranteed by, Sutton Bank.
-Subject to investment risks, including the possible risk of loss of the principal amount invested.

All investments involve risk, including possible loss of principal. The value of precious metals is affected by many economic factors, including but not limited to the current market price, demand, perceived scarcity, and quality of the precious metal. Precious metals can increase or decrease in value. Past performance is not a guarantee of future results. As such, investing in precious metals may not be suitable for everyone.

Glint Pay Inc. is a U.S. based authorized Card Program Manager, not a bank. Banking services are provided by our partner Sutton Bank, Member FDIC. Glint Pay Inc. employs effective Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and fraud prevention systems and controls to mitigate…

BREAKING: The Fed Is About to Cut Rates by 50bps

7 augustus 2025 · 22 min

Afspelen

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Everything continues to point directly toward much lower rates, including what is setting up to be a repeat of last summer. As Steve and I said a few days ago in the wake of the unambiguously bad jobs report, watch the market and the Fed speakers this week. It's been only two days and they're doing just what we thought they would, putting the FOMC back on the road swaps paved for a fifty in September.

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Reuters Exclusive: Fed's Daly says time is nearing for rate cuts, may need more than two
https://www.reuters.com/business/feds-daly-says-time-is-nearing-rate-cuts-may-need-more-than-two-2025-08-04/

Dow Jones Kashkari leans toward rate cut as concerns about an economic slowdown grow at the Fed
https://www.morningstar.com/news/marketwatch/20250806162/kashkari-leans-toward-rate-cut-as-concerns-about-an-economic-slowdown-grow-at-the-fed

Bloomberg Fed’s Kashkari Says Rate Cut May Be Appropriate in Near Term
https://www.bloomberg.com/news/articles/2025-08-06/fed-s-kashkari-says-rate-cut-may-be-appropriate-in-near-term

Bloomberg Bets on Fed Rate Cuts Are Sweeping Through US Bond Market
https://www.bloomberg.com/news/articles/2025-08-05/bets-on-fed-rate-cuts-are-sweeping-through-the-us-bond-market

Bloomberg Trump Says He Will Decide on Fed Governor Before End of the Week
https://www.bloomberg.com/news/articles/2025-08-05/trump-says-he-will-decide-on-fed-governor-before-end-of-the-week

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This video was sponsored by Glint. Graphic representations of value are for illustrative purposes only. The Glint Debit card is issued by Sutton Bank, Memb…

This Student Loan Crisis Could Be the Tipping Point for the Economy

6 augustus 2025 · 20 min

Afspelen

The Federal Reserve reported a record increase in student loan delinquencies to go with high rates of souring household loans in credit cards and auto lending. The distress is another confirmation of macro deterioration starting with jobs and incomes. And that's just what the latest major economic release on US services showed today -- another alarming drop for employment. Lees meer

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BREAKING: Interest Rates Just Made a Crisis-Level Move

5 augustus 2025 · 21 min

Afspelen

Huge moves at the front part of the interest rate curve. Bills did something we haven't seen since April. Meanwhile, forward rates reacted to Friday's payroll numbers with crisis-level hedging and then held those prices today. Why? Simple: payrolls were the last of it. Lees meer

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Bloomberg Job Market Healthy Despite ‘Disappointing’ Report, Fed’s Hammack Says
https://www.bloomberg.com/news/articles/2025-08-01/fed-s-hammack-says-job-market-healthy-despite-disappointing-data

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Copper-to-Gold Ratio Just Sent a HISTORIC Warning (This Is Bad)

4 augustus 2025 · 21 min

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After a crazy week with everything else going on, copper's historic plunge almost flew under everyone's radar. But now with copper prices getting beyond tariff distortions, settling back in to the fundamentals revealed a shocking development - one that absolutely fits with everything else for the week, especially the payroll disaster.

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The Dollar is SURGING Higher (And That’s a Problem for Everyone Else)

2 augustus 2025 · 16 min

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The dollar is surging again. And while it's primary the euro taking the other side, just as importantly, if not more importantly, currencies like the rupee are tanking worse. INR hit another record low and that along with the euro's sharp reverse is a canary singing in the eurodollar coalmine...perhaps gasping.

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New Jobs Data Reveals Why Home Prices Are PLUNGING

30 juli 2025 · 20 min

Afspelen

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Housing prices slid even farther in May, echoing previous data which has shown material weakness all across US real estate markets. The source of this downturn in housing isn't interest rates whatsoever. The rest of the days data showed instead where this is really coming from, starting with some truly grim results where it counts the most: hiring.

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Bloomberg US Housing Market Posts Worst Spring Selling Season in 13 Years
https://www.bloomberg.com/news/articles/2025-07-28/us-real-estate-market-high-prices-mortgage-rates-hamper-spring-home-selling

Bloomberg US Job Openings Fall to 7.44 Million After Back-to-Back Jumps
https://www.bloomberg.com/news/articles/2025-07-29/us-job-openings-fall-to-7-44-million-after-back-to-back-jumps

Bloomberg Even Top Earners Are Falling Behind on Credit Card and Car Payments
https://www.bloomberg.com/news/articles/2025-07-29/credit-cards-car-loans-see-defaults-from-high-earners-in-hit-to-economy

Conference Board Consumer Confidence July 2025
https://www.conference-board.org/topics/consumer-confidence/

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The World Isn't Prepared for What Just Happened to Oil

29 juli 2025 · 19 min

Afspelen

The supply glut was never canceled. Almost everyone and every part of the oil market remains convinced it is happening, the potential weighing on prices and movements even if occasionally geopolitics gains control over short run periods. Important macro updates from Ireland to India further prove why the glut isn't being led by global supply. And if it wasn't enough sharp declines in US usage help clear it up even more. Lees meer

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Total Energies Q2 Report
https://totalenergies.com/system/files/documents/totalenergies_2Q25-results-press-release_2025_en.pdf

Bloomberg Oil Caught Between a $70 Summer and Growing Surplus Fears
https://www.bloomberg.com/news/articles/2025-07-27/oil-prices-caught-between-a-70-summer-and-growing-surplus-fears

Bloomberg Ireland’s Economy Just Shrank for the First Time Since 2023
https://www.bloomberg.com/news/articles/2025-07-28/ireland-s-economy-just-shrank-for-the-first-time-since-2023

Bloomberg India Warns of Trade Risks Amid Trump Tariffs, Global Slowdown
https://www.bloomberg.com/news/articles/2025-07-28/india-warns-of-trade-risks-amid-trump-tariffs-global-slowdown

Reuters China's industrial profits fall further in June
https://www.reuters.com/world/china/chinas-industrial-profits-fall-further-june-2025-07-27/

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Something Weird Is Happening in Japan’s Bond Market

28 juli 2025 · 21 min

Afspelen

The JGB curve isn't behaving the way it "should", nor is that behavior universal to the entire curve. Not only that, similar patterns are playing out in US$ forward markets like term SOFR futures. Each of these curves are pricing therefore predicting the same general set of future outcomes, and, wildly enough, enormous difficulties in figuring out how and when to get there because of the same reason. Lees meer

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This Is What Actually Happens After a Recession Starts

27 juli 2025 · 20 min

Afspelen

Assuming the economy continues its downturn as all the major markets are pricing, what would that look like and what should we be looking for? That leads into the question of how deflationary money becomes a deflationary or depression economy in the first place. That means we need to examine economic mechanisms. Lees meer

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You Won’t Believe What Just Hit the Florida Housing Market

25 juli 2025 · 21 min

Afspelen

June housing data is in...and it is looking worse for real estate in the US. The Florida market is leading the way. Everyone is blaming "historically high rates" for the growing bust. Not only is that demonstrably false, the real reason has broad implications for interest rates and a lot more. Lees meer

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NAR Existing-Home Sales Report Shows 2.7% Decrease in June
https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-2-7-decrease-in-june

Newsweek Map Shows Where Florida House Prices Are Dropping Fastest
https://www.newsweek.com/map-where-florida-house-prices-dropping-fastest-2099013

Newsweek Florida Housing Market Doing Something 'Unusual' in Multiple Cities
https://www.newsweek.com/florida-housing-market-doing-something-unusual-multiple-cities-2094174

WUSF 'Nothing's falling off the cliff': A look into Florida's real estate market, slowdown of home sales
https://www.wusf.org/the-florida-roundup/2025-06-16/a-look-into-florida-real-estate-market

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European Banks Are Preparing For “Worst Case Scenario” (Here’s What You Must Know)

24 juli 2025 · 22 min

Afspelen

The ECB's latest Bank Lending Survey (BLS) adds more evidence to the behavior we've already been chronicling from among Europe's and the world's financial institutions. They are increasingly negative on especially consumers. We know what that means, too: jobs. Lees meer

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ECB Second Quarter 2025 Bank Lending Survey https://www.ecb.europa.eu/press/pr/date/2025/html/ecb.pr250722~17414c3656.en.html

World Bank Global Economy Set for Weakest Run Since 2008 Outside of Recessions
https://www.worldbank.org/en/news/press-release/2025/06/10/global-economic-prospects-june-2025-press-release

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EMERGENCY ALERT: Hong Kong Banks Just Shocked The World

23 juli 2025 · 22 min

Afspelen

There are reports HK bankers are already informally discussing how to structure a "bad bank." Earlier today, other reports said monetary authorities in Hong Kong were circulating the "crisis letter." The situation has taken a turn for the serious, a warning to the rest of the world because what HK is trying desperately to come to grips with is the same major problem as everyone else has, where the bubbles and now busts came from in the first place. Lees meer

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HKMA's "Crisis Letter"
https://www.hkma.gov.hk/media/eng/publication-and-research/reference-materials/banking/fa03.pdf

Bloomberg Hong Kong Regulators Revive Crisis Playbook to Rescue Landlords
https://www.bloomberg.com/news/newsletters/2025-07-22/hong-kong-regulators-revive-crisis-playbook-to-rescue-landlords

Bloomberg Hong Kong’s $25 Billion Pile of Soured Debt Spurs Talks to Form ‘Bad Bank’
https://www.bloomberg.com/news/articles/2025-07-16/hong-kong-s-25-billion-debt-woe-sparks-talks-on-bad-bank

Fitch Lower HIBOR May Not Fully Address Hong Kong Banks’ Asset Quality Pressure
https://www.fitchratings.com/research/banks/lower-hibor-may-not-fully-address-hong-kong-banks-asset-quality-pressure-19-05-2025

HIBOR rates
https://www.hkab.org.hk/en/rates/hibor

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LA Port Issues DIRE Warning Of Economic Collapse

22 juli 2025 · 22 min

Afspelen

Payback is finally here? The implications of the latest report on trade suggest we're finally moving far enough away from all the recent distortions to gain a better sense of whether this really is the "main event." One of those warns trade volumes might crash from here. Plus, another critical forward-leaning measure just flashed a recession signal. All of which consistent with market positions. Lees meer

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Bloomberg US Container Volumes Set for Sharp Reversal on Tariff Disruption
https://www.bloomberg.com/news/articles/2025-07-21/us-container-volumes-set-for-sharp-reversal-on-tariff-disruption

CNBC Port of Los Angeles sees record container traffic as shippers race to beat Trump’s tariff deadlines
https://www.cnbc.com/2025/07/14/port-of-los-angeles-record-container-traffic-trade-war-shipping-tariffs.html

CNBC In middle of Trump’s trade war, importers hold more cash and move inventory off the books
https://www.cnbc.com/2025/07/14/trump-trade-war-tariffs-supply-chain-inventory-cash.html

CNBC Online shopping sees biggest slowdown in over decade as tariffs disrupt e-commerce: Survey
https://www.cnbc.com/2025/07/01/online-retail-sees-biggest-slowdown-in-decade-tariffs-hit-e-commerce.html

Bloomberg Bessent Says Fed ‘A Little Off,’ Flags Signal From Two-Year Rate
https://www.bloomberg.com/news/articles/2025-07-03/bessent-says-fed-a-little-off-flags-signal-from-two-year-rate

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Moody’s Report Exposes at a Massive Wave of Corporate Collapses

21 juli 2025 · 19 min

Afspelen

Moody's latest report on credit market dynamics showed a significant increase in the number of distressed borrowers, primarily those relating to private equity. In addition, bank stats show that while everyone else has forgotten about commercial real estate and its underlying bust, domestic banks have not and have been quietly yet persistently reducing their exposures to it. Participants in both sectors are following the same rule of thumb: avoid defaults at all costs. Lees meer

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Bloomberg Fed’s Waller Hints at July Dissent as He Makes Case for Rate Cut
https://www.bloomberg.com/news/articles/2025-07-18/fed-s-waller-says-private-sector-job-worries-drive-rate-cut-call

Bloomberg Waller Says Fed Should Cut Rates Now With Labor Market on Edge
https://www.bloomberg.com/news/articles/2025-07-17/waller-says-fed-should-cut-rates-now-with-labor-market-on-edge

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We Haven’t Seen a Divergence Like This Since the Financial Crisis

20 juli 2025 · 19 min

Afspelen

Two major markets, two VERY different conclusions and outlooks. The diverging views and prices revolve around what really happened in April. Was it a one-off overreaction to tariffs? Or was the deflation confirmation of more than just potential volatility? Both markets are doubling and tripling down on their separate views, each reaching record or near-record levels for them. Lees meer

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Australian Central Bank Just Sent a MASSIVE Warning to the World

18 juli 2025 · 21 min

Afspelen

Only a week after the Reserve Bank of Australia decided to pause its rate cutting series, the Australian government reported a rash of exceptionally weak labor data, including the highest unemployment rate for the country in four years. RBA wasn't alone; the Bank of England is finding out the same in the same hard way. Central bank rate cut pauses aren't unusual, and they almost always end just like this. Lees meer

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ONS UK CPI June 2025
https://www.ons.gov.uk/economy/inflationandpriceindices/bulletins/consumerpriceinflation/june2025

Bloomberg UK Unemployment Increases to 4.7%, Highest Rate in Four Years
https://www.bloomberg.com/news/articles/2025-07-17/uk-firms-cut-jobs-wage-growth-slows-in-cooling-labor-market

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Hotels, Airlines, and Gasoline Just Confirmed the Recession Is Already Here

17 juli 2025 · 20 min

Afspelen

Three months ago, hotel operators were confident that the consumer downturn they were experiencing would end being a relatively quick pain. After the tariff matter was finally settled, Americans would sure go back to spending as they always seemed to. Instead, a whole bunch of critical and alarming data out just today has poured oceans of deflationary cold water on the recovery hope. Lees meer

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Reuters Hilton cuts 2025 revenue growth forecast as US travel demand softens
https://www.reuters.com/business/hilton-cuts-2025-revenue-growth-forecast-economic-uncertainty-weighs-2025-04-29/

PRNewswire WYNDHAM HOTELS & RESORTS REPORTS STRONG FIRST QUARTER RESULTS
https://www.prnewswire.com/news-releases/wyndham-hotels--resorts-reports-strong-first-quarter-results-302442939.html

Wyndham lowers 2025 RevPAR expectations amid dampened consumer sentiment
https://www.hoteldive.com/news/wyndham-q1-2025-earnings-lower-revpar/746863/

YahooFinance United, American, Southwest all surge after Delta's outlook lifts fortunes for US airlines
https://finance.yahoo.com/news/united-american-southwest-all-surge-after-deltas-outlook-lifts-fortunes-for-us-airlines-144400677.html

Bloomberg US Producer Prices Stagnated on Decline in Services Costs
https://www.bloomberg.com/news/articles/2025-07-16/us-producer-prices-stagnated-on-decline-in-services-costs

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This CPI Report Just Exposed the Fed’s Biggest Problem

16 juli 2025 · 20 min

Afspelen

Five months and little to show for it. Tariffs have been applied for that long, yet consumer prices remain suspiciously tame. The real story isn't the possible pass-through of trade duties, its why that isn't happening on a far broader basis. We got more evidence for why from American bank balance sheets. Lees meer

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BLS June 2025 CPI
https://www.bls.gov/news.release/cpi.htm

Bloomberg US Core CPI Rises Less Than Expected Again Despite Tariff Impact
https://www.bloomberg.com/news/articles/2025-07-15/us-core-cpi-rises-less-than-expected-for-a-fifth-straight-month

Bloomberg US 30-Year Yield Tops 5% as Traders Pare Bets on Rate Cuts
https://www.bloomberg.com/news/articles/2025-07-15/treasuries-gain-after-inflation-report-meets-economists-forecast

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Worlds 5th Largest Bank Just Sent a MASSIVE Warning to the World

15 juli 2025 · 23 min

Afspelen

Jamie Dimon, CEO of JP Morgan, had some very harsh words and a pointed warning. He said the world was at high risk from tariffs. And while the activities of "his" bank largely agree with the high degree of risk, it's the complete opposite from what Dimon said publicly. This is not the first time this has happened, either. When the risks are greatest, JPM's CEO says one thing while JPM itself does the opposite. Lees meer

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JP Morgan letter to shareholders April 2024
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/ceo-letter-to-shareholders-2023.pdf

JP Morgan second quarter 2024 press statement
https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2024/2nd-quarter/36a0b862-cc80-4e28-bf1b-5cfa07dc9637.pdf

Bloomberg JPMorgan’s Dimon Warns Markets Are Complacent on Tariffs
https://www.bloomberg.com/news/articles/2025-07-10/dimon-says-an-eu-us-tariff-framework-needs-to-get-done

Bloomberg Dimon Says Prepare for 4% Yields, Potential Volatility Rise
https://www.bloomberg.com/news/articles/2018-05-08/dimon-says-prepare-for-4-yields-sees-potential-volatility-rise

CNBC Jamie Dimon cautions the 10-year Treasury yield could hit 5%: ‘It’s a higher probability than most people think’
https://www.cnbc.com/2018/08/06/jp-morgans-jamie-dimon-cautions-10-year-treasury-note-rate-to-hit-5-percent.html

Bloomberg Weakest U.S. Bond Auction in Decade Validates Dimon’s Warning
https://www.bloomberg.com/news/articles/2019-05-08/low-yield-bad-seasonals-and-trade-trip-up-u-s-10-year-auction

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The Second Phase of Asia’s Collapse has Begun

14 juli 2025 · 19 min

Afspelen

Asia is suddenly awash in deflation. Japan is now experiencing it. And while not necessarily new for China, the acceleration downward to producer prices hints at deterioration in demand, overseas as well as locally. It's become a big enough change the government in Beijing crucially appears to shifting its own economic focus, a potentially profound worldwide signal. Oh, and Jamie Dimon. Lees meer

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BREAKING: Bank Rules JUST Changed, Here's What You MUST Know

13 juli 2025 · 21 min

Afspelen

The country's top bank regulators have proposed a major change to the banking rules. Some say this is like a stealth QE, everyone else appears equally confused. We'll get into what the new changes mean. More important, where these various ratios came from and why bank they are so hyped when they really shouldn't be. Lees meer

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This Is What Happens Before Every MAJOR Rate Cut

11 juli 2025 · 31 min

Afspelen

A July rate cut is far from off the table. In addition to the macroeconomic evidence, the FOMC minutes from last month’s meeting make clear there really isn’t some divide among policymakers. In fact, the text leaves the distinct impression officials really don’t want to a repeat of last year. Lees meer

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Amazon Reveals Americans Have Hit Their Breaking Point

10 juli 2025 · 18 min

Afspelen

Amazon Prime Days have been doubled to four, simply confirming just how this year really is different for the consumer economy. It is merely the latest to testify for highly unusual weakness. Along with a sharp drop in credit card usage, the historically unusual decline in weekly worker earnings show exactly why there are four Prime Days this year. Lees meer

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NBC News Amazon extends Prime Day discounts to 4 days as retailers weigh tariffs and price increases
https://www.nbcnews.com/business/business-news/amazon-extends-prime-day-discounts-4-days-retailers-weigh-tariffs-pric-rcna217510

Bloomberg Amazon Sellers Curb Prime Day Discounts With Tariffs Taking Bite
https://www.bloomberg.com/news/articles/2025-07-08/amazon-sellers-curb-prime-day-discounts-with-tariffs-taking-bite

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You Won’t Believe What the Fed Just Said About Interest Rates

9 juli 2025 · 20 min

Afspelen

This wasn't supposed to happen. In fact, many said it was impossible up to and including central bank officials at the Federal Reserve. Yet, one of them, the head of the all-important New York branch, just released a report which say the market is taking ZIRP possibilities very seriously - and so should those at the highest levels of the Fed. Lees meer

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FRBNY Liberty Street Blog The Zero Lower Bound Remains a Medium‑Term Risk
https://libertystreeteconomics.newyorkfed.org/2025/07/the-zero-lower-bound-remains-a-medium-term-risk/

FOMC Transcript March 2007
https://www.federalreserve.gov/monetarypolicy/files/FOMC20070321meeting.pdf

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This Is The Setup for a Historic Currency Crash

8 juli 2025 · 18 min

Afspelen

The world is supposed to be all over the "sell America" trade, so why is it only this one key currency is? The thing is now sticking out like a sore thumb as more and more pile onto "sell America" here without any corroboration at all. Even FX modelers are confused by this insistence. What happens when everyone is on one side of a transaction under false assumptions? It converges. Sometimes violently. Lees meer

Eurodollar University's Money & Macro Analysis

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Bloomberg Misfiring Models Leave Wall Street Currency Traders Flying Blind
https://www.bloomberg.com/news/articles/2025-07-07/misfiring-models-leave-wall-street-currency-traders-flying-blind

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This Shocking Collapse in Canada and Mexico Is a Warning for America

7 juli 2025 · 19 min

Afspelen

Is this the payback? The rate cuts aren't working and that can only mean more of them. The best current examples are to north and south of the US where rolling over has taken on a new sense of urgency, especially since both are, at the margins, a proxy for American demand. Lees meer

Eurodollar University's conversation w/Steve Van Metre

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https://www.eurodollar.university
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The Day the Monetary System Changed Forever (And No One Noticed)

6 juli 2025 · 18 min

Afspelen

It was supposed to be one single out-of-control Wall Street bank. When authorities were forced to look into the matter, what they uncovered was a shocking. Not one but EVERYONE. Yet, after uncovering what was going on, the full astonishing scale, they never figured out WHY. And that was the whole thing, what the scandal said about a world that had already drastically changed. Lees meer

Eurodollar University's Make It Make Cents

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Treasury Joint Report on the Government Securities Market (Jan 1992)
https://home.treasury.gov/system/files/276/joint-report-on-the-government-securities-Market-1992.pdf

LA Times Taming the Bond Buccaneers at Salomon Brothers : How Warren Buffet and friends swept up after the Salomon scandal, possible saving the firm from federal regulators furious after a decade of skuldggery [sic] on Wall Street.
https://www.latimes.com/archives/la-xpm-1992-02-16-tm-4654-story.html

SEC Chronology of Salomon Scandal
https://www.sechistorical.org/collection/papers/1990/1991_1016_ChronologySalomonT.pdf

Jay Powell Treasury Markets and the TMPG (Oct 2017)
https://www.federalreserve.gov/newsevents/speech/powell20171005a.htm

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BREAKING: Payroll Report Released (Here’s What You Must Know)

4 juli 2025 · 26 min

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Like last month, this June payroll report was taken one way in the mainstream while the details went entirely in the other direction. Headline was a beat and the unemployment rate stalled. Yet, the former was ironically a product of government jobs while the latter slid a tiny amount for ALL THE WRONG REASONS.

HOLY SH*T! Banks Are Preparing for Something Big

2 juli 2025 · 21 min

Afspelen

There is something going on in the money system with collateral. We've been covering bills and the latest data sheds more light on what is likely happening. It is something we've seen many times before. That's not a good sign. Lees meer

Eurodollar University's Money & Macro Analysis

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You Won’t Believe What FedEx Just Revealed About Consumers

1 juli 2025 · 22 min

Afspelen

Fedex is a global bellwether for good reason. What the company said about the economic environment at the start of Q3 was...nothing. But in choosing not to forecast anything, the company said a lot especially given the evidence that has come piling up. We haven't seen consumer spending and incomes like this in America since 2020. That's not a typo. Flat Beveridge. Lees meer

Eurodollar University's Money & Macro Analysis

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Interest Rates Just Made a MASSIVE Move!! (Something BIG Is Happening)

30 juni 2025 · 19 min

Afspelen

Big moves in yields, especially at the front. While twos are making a move on their own, it's the very front at the first-in-line bills that draws our attention. Steepening has been given a boost by some ugly recent data from right where it counts - incomes and spending. Lees meer

Eurodollar University's conversations w/Steve Van Metre

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If You’re Scared of AI, Watch This

29 juni 2025 · 17 min

Afspelen

AI shouldn't provoke fear and anxiety, it should raise expectations for regular 4-day workweek with 3-day weekends. Artificial Intelligence represents a potential major leap in labor productivity. The end result isn't a desolate hellscape which leaves everyone unemployed, it's instead something economics (small "e") is very familiar with. Lees meer

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Eurodollar University's Make it Make Cents

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