What if the economy is the proverbial boiling frog? But rather than the temperature of the water in the pot increasing slowly all the time, it goes up and then just when the frog begins to notice, it falls back a little only to repeat the process several times before the boil. How would we know what the water temperature is and what it is really doing? We have tools. Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university h...
Feb 17, 2023•20 min•Ep. 396
The unemployment rate since June has fallen a few tenths more than the already low number it started with. Payrolls have added millions in those seven months. So how could the CPI have gone from nightmare inflationary to outright disinflationary at the same time? Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://bit.ly/3...
Feb 16, 2023•19 min•Ep. 395
The fatal flaw is deeply embedded, even within the language we use to describe CPIs. We are wrongly led to believe consumer prices reflect the economy, when in truth those over the past few years have been set by a litany of non-economics. Before examining the US CPI for January '23, we discuss the one case which establishes beyond any doubt this error. Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.mar...
Feb 15, 2023•20 min•Ep. 394
China reopening, media rather than money blitz. Bank lending has been hyped though as usual the rest of the story - the important parts - get left out for the narrative. The reopening impulse just isn't there, and we can verify that it isn't just by doing the full money math. Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: htt...
Feb 14, 2023•21 min•Ep. 393
If the dollar has lost 97% of its value, then why had the world prospered so much during that time when it did? The answer provides tremendous insight into several fallacies about the global currency arrangement, even a window into current age of so much "sudden" and "unexpected" geopolitical balloon-based instability. Eurodollar University's Weekly Conversation, featuring Steve Van Metre https://www.realclearmarkets.com/articles/2023/02/10/in_this_silent_depression_lets_destroy_the_dollar_all_o...
Feb 13, 2023•21 min•Ep. 392
Interest rate Thunderdome. What appears to be the short end versus the long end, or the longer-term rates against the Fed, the continued surge in layoffs once again shows it is actually the Fed vs. the Fed. Two Jays enter, one Jay leaves. And we know which one. Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://bit.ly/38t...
Feb 10, 2023•20 min•Ep. 391
Resurgent gasoline prices have some thinking about "transitory disinflation." That the improvement in consumer price pressures won't last because of the same supply factors which drove those in the first place. Supply is the wrong focus, however, as a number of indications point instead to radically weakening demand. Not just for gasoline. Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro...
Feb 09, 2023•18 min•Ep. 390
Eurodollar University's Money & Macro Analysis SLOOS https://www.federalreserve.gov/data/sloos/sloos-202301.htm April 2008 FOMC Transcript https://www.federalreserve.gov/monetarypolicy/files/FOMC20080430meeting.pdf Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://bit.ly/38tL5a7 THE EPISODES YouTube: https://bit.ly/310yisL Vurbl: https://bit.ly/3rq4dPn Apple: https:/...
Feb 08, 2023•19 min•Ep. 389
Eurodollar University's Money & Macro Analysis Stock & Watson; Has the Business Cycle Changed and Why? https://www.nber.org/papers/w9127 Bernanke; The Great Moderation https://www.federalreserve.gov/boarddocs/speeches/2004/20040220/ Bernanke; Reflections on the Yield Curve and Monetary Policy https://www.federalreserve.gov/newsevents/speech/bernanke20060320a.htm Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.Por...
Feb 07, 2023•21 min•Ep. 388
Eurodollar University's Money & Macro Conversation, with Steve Van Metre Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://bit.ly/38tL5a7 THE EPISODES YouTube: https://bit.ly/310yisL Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Goo...
Feb 06, 2023•20 min•Ep. 387
Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://bit.ly/38tL5a7 THE EPISODES YouTube: https://bit.ly/310yisL Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Google: https://bit.ly/3e2Z48...
Feb 04, 2023•20 min•Ep. 386
Eurodollar University's Money & Macro Analysis Dow, S&P break records; CNN https://money.cnn.com/2007/10/09/markets/markets_0500/ Fed explains the big rate cut; CNN https://money.cnn.com/2007/10/09/news/economy/fed_minutes_analysis/index.htm?postversion=2007100914 Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://bit.ly/38tL5a7 THE EPISODES YouTube: https://bit.l...
Feb 03, 2023•19 min•Ep. 385
Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://bit.ly/38tL5a7 THE EPISODES YouTube: https://bit.ly/310yisL Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Google: https://bit.ly/3e2Z48...
Feb 02, 2023•20 min•Ep. 384
Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://bit.ly/38tL5a7 THE EPISODES YouTube: https://bit.ly/310yisL Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Google: https://bit.ly/3e2Z48...
Jan 31, 2023•21 min•Ep. 382
Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://bit.ly/38tL5a7 THE EPISODES YouTube: https://bit.ly/310yisL Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Google: https://bit.ly/3e2Z48...
Jan 28, 2023•19 min•Ep. 381
Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://bit.ly/38tL5a7 THE EPISODES YouTube: https://bit.ly/310yisL Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Google: https://bit.ly/3e2Z48...
Jan 27, 2023•20 min•Ep. 380
Eurodollar University's Money & Macro Analysis Near Term Forward Spread Data https://www.neartermforwardspread.com/ Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://bit.ly/38tL5a7 Epoch Times Columns: https://bit.ly/39ESkRf THE EPISODES YouTube: https://bit.ly/310yisL Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart...
Jan 26, 2023•20 min•Ep. 379
Eurodollar University's Money & Macro Analysis FOMC May 1997 Meeting Presentation Materials https://www.federalreserve.gov/monetarypolicy/files/FOMC19970520material.pdf Foreign Banking Organizations in the United States and the Price of Dollar Liquidity https://libertystreeteconomics.newyorkfed.org/2023/01/foreign-banking-organizations-in-the-united-states-and-the-price-of-dollar-liquidity/ Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsid...
Jan 25, 2023•20 min•Ep. 378
Eurodollar University's Money & Macro Analysis https://newsroom.spotify.com/2023-01-23/an-update-on-january-2023-organizational-changes/ https://nypost.com/2023/01/23/google-workers-feel-100-disposable-as-layoffs-hit-top-performers/ https://www.cnbc.com/2023/01/18/amazon-job-cuts-read-the-memos.html https://www.conference-board.org/topics/us-leading-indicators Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.Portfolio...
Jan 24, 2023•20 min•Ep. 377
Eurodollar University's Weekly, featuring Steve Van Metre Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://bit.ly/38tL5a7 THE EPISODES YouTube: https://bit.ly/310yisL Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Google: https://bit.ly...
Jan 23, 2023•21 min•Ep. 376
Eurodollar University's Money & Macro Analysis They're All Symptoms of the Same Dollar Disease https://www.realclearmarkets.com/articles/2019/07/19/theyre_all_symptoms_of_the_same_dollar_disease_103828.html We've Been On a Digital Money Standard For at Least Half a Century https://www.realclearmarkets.com/articles/2023/01/06/weve_been_on_a_digital_money_standard_for_at_least_half_a_century_874139.html Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.m...
Jan 21, 2023•19 min•Ep. 375
Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://bit.ly/38tL5a7 THE EPISODES YouTube: https://bit.ly/310yisL Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Google: https://bit.ly/3e2Z48...
Jan 19, 2023•19 min•Ep. 374
Eurodollar University's Money & Macro Analysis
Jan 18, 2023•20 min•Ep. 373
Eurodollar University's Money & Macro Analysis Fed Chairman Powell Press Conference November 2, 2022 https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20221102.pdf Forbes: Fed Chair Jerome Powell—Haunted By The Ghost Of Paul Volcker—Could Tank The Economy https://www.forbes.com/sites/jonathanponciano/2022/11/02/fed-chair-jerome-powell-haunted-by-the-ghost-of-paul-volcker-could-tank-the-economy/?sh=497894d04e14 Liberty Street Economics: Did the Fed’s Term Auction Facility Work? htt...
Jan 17, 2023•14 min•Ep. 371
Eurodollar University's Money & Macro Analysis Fed Chairman Powell Press Conference November 2, 2022 https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20221102.pdf Forbes: Fed Chair Jerome Powell—Haunted By The Ghost Of Paul Volcker—Could Tank The Economy https://www.forbes.com/sites/jonathanponciano/2022/11/02/fed-chair-jerome-powell-haunted-by-the-ghost-of-paul-volcker-could-tank-the-economy/?sh=497894d04e14 Liberty Street Economics: Did the Fed’s Term Auction Facility Work? htt...
Jan 17, 2023•13 min•Ep. 372
Eurodollar University's Weekly Recap, featuring Steven Van Metre. Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://bit.ly/38tL5a7 THE EPISODES YouTube: https://bit.ly/310yisL Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Google: https:...
Jan 16, 2023•20 min•Ep. 370
Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://bit.ly/38tL5a7 THE EPISODES YouTube: https://bit.ly/310yisL Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Google: https://bit.ly/3e2Z48...
Jan 14, 2023•20 min•Ep. 369
Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://bit.ly/38tL5a7 THE EPISODES YouTube: https://bit.ly/310yisL Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Google: https://bit.ly/3e2Z48...
Jan 13, 2023•18 min•Ep. 368
Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://bit.ly/38tL5a7 THE EPISODES YouTube: https://bit.ly/310yisL Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Google: https://bit.ly/3e2Z48...
Jan 11, 2023•19 min•Ep. 367
Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://bit.ly/38tL5a7 THE EPISODES YouTube: https://bit.ly/310yisL Vurbl: https://bit.ly/3rq4dPn Apple: https://apple.co/3czMcWN Deezer: https://bit.ly/3ndoVPE iHeart: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Google: https://bit.ly/3e2Z48...
Jan 10, 2023•20 min•Ep. 366
