Eurodollar University

Why Is This ALL Happening?

Join us Friday Sept 1 for a free webinar. Register at the link below: https://event.webinarjam.com/channel/eurodollaruniversity #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve #unemployment #jobs Beware the ides of...August? Only if it happens to foreshadow what's waiting for us in September. Looking for clues about what kind of September this one will be, inflationary and rate hike-y, o...

This Is WHY the Fed Is RIGHT

Join us Friday Sept 1 for a free webinar. Register at the link below: https://event.webinarjam.com/channel/eurodollaruniversity #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve #jacksonehole #unemployment #employment JOLTS for July jolted the heck out of the soft landing narrative and for very good reasons. To begin with, why the soft landing view has become so widespread. It isn't necess...

OMG: The global Bond Market just…

Join us Friday Sept 1 for a free webinar. Register at the link below: https://event.webinarjam.com/channel/eurodollaruniversity #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve #jacksonehole #jgb #japan #china #europe #loans Just over a week ago, I said keep an eye on the yield for the Japanese government's 3-month bill, but I didn't have this in mind at least not in August. The rate abso...

Jerome Powell's Most Important Statement EVER

Free Webinar on Friday, September 1 link to sign up here: https://event.webinarjam.com/channel/eurodollaruniversity #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve #jacksonehole Why do central bankers need to be "confident" about inflation? At Jackson Hole, Fed Chair Jay Powell repeatedly referred to a high level of uncertainty. It doesn't matter if that was hawkish or dovish, those at t...

Is The Banking System Starting To Break?

Join us on Friday, Sept 1 for our free webinar. To register, go here: https://event.webinarjam.com/channel/eurodollaruniversity #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve #china #cny #yuan More developments in China as officials and banks struggle to stabilize the yuan. That is one way we can tell the Economy is getting worse and so are monetary conditions. While almost everyone sti...

I've Got Bad News For Employees

https://www.eurodollar.university Free Webinar on Friday, September 1 link to sign up here: https://event.webinarjam.com/channel/eurodollaruniversity #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #unemployment #employment #softlanding #germany #europe We always talk about a soft landing, but do they ever happen? They are actually so exceedingly rate Economist Alan Blinder felt it necessary to change the stan...

When WIll It END?

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...

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We HAVE To Talk About the Bond Market!!

https://event.webinarjam.com/channel/eurodollaruniversity Check out my FREE Webinar here #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve #japan #trade #jpy Today's lackluster 20-year JGB auction has many wondering if there really is a demand issue for governments, especially after last week's 30-year UST sale (which really wasn't a big deal). It at least raises the question of whether or...

What Do We Do NOW?!

If you would like to see an exclusive webinar talking about stuff I cannot on YouTube, please check it out here: https://event.webinarjam.com/channel/eurdollaruniversity Last few days of the EDU membership/subscription sale: https://www.eurodollar.university/memberssubscriptions #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve Back and forth all year; two years, actually. No recession. Re...

This Is Getting Scary... China Is Getting WAY WORSE Than Expected

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #china #yuan #rmb #cny #japan #jpy #yen China really is gloomy, but is there hope in Japan for a boom? Not so fast. Though Japanese GDP surged the economy there actually went the other way. A big reason why is the increasingly dangerous slide in China. This has even unnerved Beijing - the PBOC panicked into an unscheduled rate cut (pair of t...

The Dollar Is Starting To MOVE... What This Means For YOU

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #china #yuan #rmb #cny #india #rupee It's not just China's yuan which is experiencing serious turmoil. Now India's rupee has been drawn into the growing maelstrom, too. In both cases, both country's central banks are being forced to alter their currency tactics. Why now? That's the question since we already know the answer to why the dollar ...

The word is: LIQUIDITY.

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #loans #CRE #commercialrealestate #CMBS #ustreasuries #yieldcurve Are there too many Treasuries? You hear this all the time and while Uncle Sam has spent and borrowed more than human imagination can conceive the reason why the feds are able to is safety and liquidity come first. In 2023, we can see why that would be the case especially as mo...

This Is WORSE Than We FEARED

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #china #lending #yuan #rmb #cny #loans China's efforts to control or stabilize its currency are failing because the Chinese system has itself become highly unstable. July 2023 lending data shows an alarming drop in credit across all types, indicating a growing credit problem exacerbating an economic and financial system already more than fli...

There is MORE Coming...

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity Another thoroughly disinflationary headline CPI joined for a second month by its core component. Not only that, strengthening hints of deflation are becoming more frequent in the details, too. And if that wasn't enough, China's CPI falls negative and its PPI alarmingly goes further on the bad side, too. Eurodollar University's Money & Ma...

This Day STOPPED The World: August 9th 2007

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity August 9, 2007, is a date that should live in infamy but doesn't - not yet. Hardly anyone knows what happened or why it is today still so important and relevant. Amidst a banking crisis that hasn't gone away, Moody's gave us a reminder of it yesterday, understanding what went on and what came after is crucial. Eurodollar University's Money &...

China's NEW World-Altering Decision

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #china #trade Just plain ugliness from China today, first with economic statistics that weren't just the worst since 2009 they are now becoming like 2009. Second, CNY keeps pushing lower to the point the PBOC may be forced to alter its attempt to stabilize China's currency against heavier deflationary and recession eurodollar pressures. This isn't just about the dire ...

It Will ALL Be Over In 2024

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #jobs #employment #unemployment The second half of 2023 just isn't rebounding like so many have hoped. The inventory cycle continues to plague most of the world and is set to get worse not better. The yield curve has shifted to reflect that strong possibility; made stronger by the credit crunch which shows no signs of letting up through the first month of H2. Eurodoll...

What is Inflation? What EVERYONE Gets WRONG

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #jobs #employment #unemployment #supplyshock People hate the word "transitory" because they naturally believe a couple years wouldn't qualify under it. Yet, supply shocks historically take that much time and the current one we are experiencing is following that pattern very closely. What matters now, however, is what comes next. The data not only confirms the supply s...

It Just Happened...The JOB MARKET JUST BROKE!!

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #jobs #employment #unemployment Payroll report for July wasn't just about July's payrolls. Instead, major downward revisions to every single month this year consistent with a serious enough downturn in the labor market. Plus, hours continue to contract while cyclical industries are right on the edge of mass layoffs. Eurodollar University's Money & Macro Analysis C...

BREAKING NEWS SHOWS 77.6% Of US Job Market is IN DANGER

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider Popular perception suggests services industries are insulated from macro problems plaguing manufacturers. While that may have been true at one time perhaps long ago, it wasn't true in '08 nor would it be today. If anything, service providers are even more closely linked to goods now than ever - many goods won't even function without services. Fewer sales of items, few...

PREPARE for this $1.7 TRILLION EXPLOSION!

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #oil #gasoline #money #whatismoney #jeffsnider #treasury #debt Fitch downgrades US government debt as its fiscal woes are piling up. Why? The same reason American use of gasoline just nosedived. This is also the reason why the government has been able to continue borrowing all it wants despite its dramatically worsening credit profile. Demand for safety and liquidity in unsafe and illiquid times mat...

It's about to go off.

#deflation #recession #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse #china #layoffs #jobs Stocks are having a really good run, but why? Perceptions that rate hikes are coming to a close (correct) and the Fed has engineered a soft landing (not so much). What would spoil this illusion is a recession, though it will have to be confirmed by the labor market data first. Today's estimates indicate that's already happening. Eurodollar University's Money & Mac...

What just happened?

#yellow #deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse #china One of the largest trucking firms in the US, Yellow, is now formerly one of the largest trucking firms. Its story is the supply shock, general economy story in a nutshell. It was a fool's paradise that we now have to pay for. Most recent data shows the bill is already coming due and the costs are growing not ...

This should NOT be happening.

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse In July 2019, Fed Chairman Jay Powell told Congress he was increasingly worried major global weakness would envelope the US. As a result, the FOMC would vote to start cutting interest rates in a matter of weeks. Four years later, the FOMC is still hiking rates when the US and global economy is FAR weaker. How do we make sen...

NEED ANYMORE PROOF?!

#deflation #recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #bankfailure #money #whatismoney #jeffsnider #bankingcrisis #bankingcollapse The Goldilocks scenario is kept alive only through a fundamental misreading of the situation. New consumer price data from all over decisively shows the shift to disinflation. Here's what that actually means. Eurodollar University's Money & Macro Analysis Twitter: https://twitter.com/JeffSnider_AIP https://www.eurodolla...

This Is PROOF They Are Lying To Us!!

#recession #inflation #china #deflation #interestrates #dollar #bank #money #economy #credit #jeffsnider #eurodollar #cpi #federalreserve #jeromepowell The ECB and Fed have hiked rates while simultaneously citing elevated "inflation" risks and a high level of uncertainty around forecasts and results. If each economy is doing as well as is claimed, then uncertainty would be low. There is instead an almost bipolar division between outlooks; a serious and worsening downside risk only balanced by a ...

We Have To discuss this IMMEDIATELY.

#china #europe #eurodollar #interestrates #lending #deflation #inflation Bank lending continues to contract in Europe as demand for loans there have plummeted to the worst in ECB's history (lending survey). The credit crunch is spreading and deepening meaning the European economy will more than struggle to get out of its recession, it will end up being shoved farther into it. And interest rates are not the reason why. On the contrary, interest rates are telling us what that reason is. Eurodollar...

Authorities realize the situation is beyond critical, but what else can they do?

#dollar #cny #currency #deflation #recession #china China's PBOC FX interventions by themselves aren't having much luck which is why the central bank has directed commercial banks to assist, including earlier today with an aggressive push. The market weakness in the currency like the intervention is a warning of big problems and not just about China. Those were likewise acknowledged by the politburo in its mid-year assessment which offered little by way of solutions to these vexing and "grim" co...

Latest global data paints even uglier picture of substantial deterioration and deflation.

#recession #manufacturing #services #globaleconomy #deflation #inflation With Germany and Europe already struggling to escape from the earlier recession, most recent July data on forward-looking sentiment shows the situation worsening substantially over the months still ahead. In the US, PMI numbers indicate the same if not yet to the same degree and intensity. Becoming more globally synchronized and deflationary. Eurodollar University's Money & Macro Analysis Deutsche Bundesbank Monthly Rep...