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Eurodollar University

Jeff Snider•www.eurodollar.university
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Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of markets and what they are telling you, as well as historical summaries and deep background material so that you can understand what’s really going on in this eurodollar’s world.
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Episodes

Crazy market week because with each rate hike a reason (or two) for coming pivots. Data confirms.

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 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: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Ca...

Nov 07, 2022•19 min•Ep. 319

Companies are *cutting* full-time jobs like they do EVERY time before recession. Fed pivot coming.

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 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: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://...

Nov 05, 2022•21 min•Ep. 318

An absurd summation of absurd history for an absurd day. If only it wasn't so serious.

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 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: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://...

Nov 03, 2022•22 min•Ep. 317

Buying in USTs is split by the time of the day: foreigners buy heavily then Americans sell. Why?

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 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: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://...

Nov 02, 2022•19 min•Ep. 316

Move over yen, PBOC's desperate commercial-led rescue a dismal failure as yuan strikes new low. Why?

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 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: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://...

Nov 01, 2022•22 min•Ep. 315

This is where we find out, the economy and markets at their crucial junctures. Recession or not.

Eurodollar University's Money & Macro Weekly Recap, 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 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: https://ihr.fm/31jq7cI TuneIn: http:...

Oct 31, 2022•22 min•Ep. 314

Big rebound in CNY - but not for any good reason - while demand destruction finally arrives in US.

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 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: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://...

Oct 27, 2022•21 min•Ep. 313

Home prices are now falling, piling on the Fed pivot from near and dear to the FOMC (models).

Eurodollar University's Money & Macro Analysis Ben Bernanke July 2005 https://www.youtube.com/watch?v=HQ79Pt2GNJo Janet Yellen July 2005 https://www.frbsf.org/our-district/press/presidents-speeches/yellen-speeches/2005/july/views-on-the-economy-and-implications-for-monetary-policy-portland/ 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 ...

Oct 26, 2022•20 min•Ep. 312

Xi Jinping's vulgar display of power - and its target - was intended specifically for you and me.

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 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: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://...

Oct 25, 2022•19 min•Ep. 311

Domestic housing bust accelerates, yet it is foreign Treasury buyers who are inverting the curve.

Eurodollar University's Weekly Recap, 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 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: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Cas...

Oct 24, 2022•21 min•Ep. 310

Info not fearmongering. Swaps not Swiss. Dealers not Fed. The data and evidence are conclusive.

Eurodollar University's Money & Macro Analysis Swap study mentioned in this video: https://www.newyorkfed.org/research/epr/2018/epr_2018_negative-swap-spreads_boyarchenko.html 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: ht...

Oct 22, 2022•19 min•Ep. 309

Inflation is about money and that means and has meant eurodollar, not the Federal Reserve.

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 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: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://...

Oct 20, 2022•21 min•Ep. 308

The yen isn't Japan's problem, it is everyone's problem. Because this crash isn't the Fed.

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 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: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://...

Oct 19, 2022•18 min•Ep. 307

The world rocked by Euro$ collateral; Italy, Eurobonds, maybe the '22 equivalent of "toxic waste."

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 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: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://...

Oct 18, 2022•21 min•Ep. 306

Too hot CPI. Frozen in Hong Kong. Fed hiking former. How much longer until latter disrupts it all?

Eurodollar University's Weekly Recap, 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 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: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Cas...

Oct 17, 2022•19 min•Ep. 305

As dollar woes get worse, why don't the Fed's swap lines work? Let's answer that question.

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 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: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://...

Oct 15, 2022•24 min•Ep. 304

Dollar funding crisis reaches...Switzerland. This isn't (just) Credit Suisse, though.

Eurodollar University's Money & Macro Analysis https://www.youtube.com/channel/UCrXNkk4IESnqU-8GMad2vyA/videos 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: htt...

Oct 13, 2022•18 min•Ep. 303

How did chips go from epic shortage to massive deflationary pressure? Big IMF downgrades tell us.

Eurodollar University's Money & Macro Analysis Sources included in this episode: https://www.dramexchange.com/WeeklyResearch/Post/2/11441.html https://www.yahoo.com/now/amd-announces-preliminary-third-quarter-201700374.html https://www.imf.org/en/Publications/WEO/Issues/2022/10/11/world-economic-outlook-october-2022 Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodollar.university https://www.marketsinsiderpro.com https://www.PortfolioShield.net RealClearMarkets Essays: https://b...

Oct 12, 2022•19 min•Ep. 302

Ben Bernanke's Nobel Prize award rewrites the past while darkening future for a single word.

Eurodollar University's Money & Macro Analysis Sources featured in this video: FOMC Jan '09 https://www.federalreserve.gov/monetarypolicy/files/FOMC20090116confcall.pdf Bernanke speech Nov '02 https://www.federalreserve.gov/boarddocs/speeches/2002/20021108/ New Yorker Article Dec '08 https://www.newyorker.com/magazine/2008/12/01/anatomy-of-a-meltdown Bernanke testimony Feb '10 https://www.reuters.com/article/usa-fed-bernanke/text-bernankes-prepared-testimomy-to-house-panel-idUSN1016179620100...

Oct 11, 2022•21 min•Ep. 301

Payrolls. OPEC. Consumers borrow every last cent. Clearing up a week of ambiguity. Tricks or Treats.

Eurodollar University's Weekly Recap, 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 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: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Cas...

Oct 10, 2022•16 min•Ep. 300

Stocks down big because rate hikes in unemployment rate, while real economy falling apart faster.

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 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: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://...

Oct 08, 2022•21 min•Ep. 299

Not a question of "if", rather "when" and for us little people what happens in between

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 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: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://...

Oct 06, 2022•17 min•Ep. 298

Is there a real challenge to Xi Jinping's rule? Yes, but it's more philosophical than bullets.

Eurodollar University's Money & Macro Analysis Articles discussed in this video: https://www.realclearmarkets.com/arti... 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 ...

Oct 05, 2022•22 min•Ep. 297

Banks had warned, SOFR doesn't work and that's a huge problem (in case you hadn't noticed).

Eurodollar University's Money & Macro Analysis Articles discussed in this video: https://www.realclearmarkets.com/articles/2022/03/25/an_entire_decade_wasted_at_the_expense_of_common_sense_823683.html https://www.realclearmarkets.com/articles/2020/03/26/fire_all_the_central_bankers_while_theres_something_to_salvage_487635.html https://www.realclearmarkets.com/articles/2019/07/19/theyre_all_symptoms_of_the_same_dollar_disease_103828.html https://www.realclearmarkets.com/articles/2017/08/04/lo...

Oct 04, 2022•22 min•Ep. 296

Part 1 of our Eurodollar Conversation: the countdown to global QEs has begun, what do markets say

Eurodollar University Conversations, 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 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: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Ca...

Oct 03, 2022•23 min•Ep. 295

Warning flags are out. SOFR. Tbills. TIPS. Serious deflationary storm is brewing.

Eurodollar University's Money & Macro Analysis Twitter: @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: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Goog...

Oct 01, 2022•20 min•Ep. 294

Breaking Britain. I Am The One Who Knocks. Say My Name (it isn't Jay).

Eurodollar University's Money & Macro Analysis Twitter: @JeffSnider_AIP eurodollar.university www.marketsinsiderpro.com www.PortfolioShield.net RCM essay discussed here: The Planet Has a Eurodollar Problem, Not a Dollar Problem https://www.realclearmarkets.com/arti... Paul Krugman NYT: Wonking Out: The Mysteries of the Almighty Dollar https://www.nytimes.com/2022/09/09/op... RealClearMarkets Essays: https://bit.ly/38tL5a7 Epoch Times Columns: https://bit.ly/39ESkRf THE EPISODES YouTube: http...

Sep 29, 2022•17 min•Ep. 293

The pound isn't the only one going to get pounded.

Eurodollar University's Money & Macro Analysis Twitter: @JeffSnider_AIP eurodollar.university www.marketsinsiderpro.com www.PortfolioShield.net RCM essay discussed here: The Planet Has a Eurodollar Problem, Not a Dollar Problem https://www.realclearmarkets.com/articles/2022/09/16/the_planet_has_a_eurodollar_problem_not_a_dollar_problem_853940.html Paul Krugman NYT: Wonking Out: The Mysteries of the Almighty Dollar https://www.nytimes.com/2022/09/09/opinion/united-states-dollar-euro-currency....

Sep 28, 2022•25 min•Ep. 292

Before the pound got pounded, Germany's bond market had sent the world a historic warning.

Twitter: @JeffSnider_AIP eurodollar.university www.marketsinsiderpro.com www.PortfolioShield.net RealClear Markets 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: https://ihr.fm/31jq7cI TuneIn: http://tun.in/pjT2Z Castro: https://bit.ly/30DMYza Google: https://bit.ly/3e2Z48M Reason: https://bit.ly/3lt5NiH Spotify: https:/...

Sep 27, 2022•22 min•Ep. 291

Stocks reacted negatively, but was it to rate hikes or the other Rs?

Markets and not just stocks experienced a very rocky week. While the Fed raised its benchmark rates by another 75 bps, the other two "Rs" - recession and rising dollar - are lurking beneath the mainstream focus on the Fed. A conversation about commodities, curves, currencies, and collateral, the four Cs of deflationary excess. Eurodollar University Conversations, featuring Steven Van Metre. Twitter: @JeffSnider_AIP eurodollar.university www.marketsinsiderpro.com www.PortfolioShield.net RealClear...

Sep 26, 2022•23 min•Ep. 290
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