If you want to delve into the deep background of how everything works, check it out here. https://www.eurodollar.university/sales-page #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #bitcoin #crypto The breakdown in the eurodollar system all the way back in August 2007 has left the door wide open for competing monetary arrangements. Bitcoin is one of the most-established challengers yet isn't necessarily making as much headway after nearly a decad...
Sep 20, 2023•20 min•Ep. 576
If you want to delve into the deep background of how everything works, check it out here. https://www.eurodollar.university/sales-page #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #china #xijingping #politicalnews #cny Is China back on track? According to many maybe most it is. Ignore all that and instead pay close attention to yuan. Authorities have been compelled to up their efforts to stabilize CNY and still the exchange value has dropped bac...
Sep 19, 2023•18 min•Ep. 575
If you want to delve into the deep background of how the monetary system works, or doesn't, check out our memberships and subscriptions. https://www.eurodollar.university/sales-page #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #recession #inflation #bonds #jeffsnider #inversion Yield curve inversion is now the longest-lasting on record. Though many will be quick to claim this means it has been wrong, the market being so stubborn is instead a str...
Sep 18, 2023•19 min•Ep. 574
Sep 17, 2023•18 min•Ep. 573
If you want to delve into the deep background of how everything works, check it out here. https://www.eurodollar.university/sales-page #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #recession #airlines #cpi #inflation #bonds #jeffsnider Market reactions reacted to the CPI (and other recent developments) by pretty much doing nothing. That in itself was a vote on how inflationary consumer prices are being. A good example of why comes from the lates...
Sep 15, 2023•18 min•Ep. 572
If you want to delve into the deep background of how everything works, check it out here. https://www.eurodollar.university/sales-page #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #consumer #recession #banks #regionalbanks #bankstocks What banking crisis? The one from just a few months back might as well has been decades ago as far as most people today are concerned. But there is a lot happening in and around the banking sector as key markets pr...
Sep 13, 2023•18 min•Ep. 571
https://www.eurodollar.university/sales-page If you want to delve into the deep background of how everything works, check it out here #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #consumer #recession Retailers in the US are becoming increasingly nervous and for good reason. Consumers are showing more and stronger signs of running out of spending power. Last year it was hefty price increases this year a combination of headwinds. One of those is f...
Sep 12, 2023•16 min•Ep. 570
https://www.eurodollar.university/sales-page If you want to delve into the deep background of how everything works, check it out here 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://...
Sep 11, 2023•18 min•Ep. 569
Sep 10, 2023•18 min•Ep. 568
https://www.eurodollar.university/sales-page "If you want to delve into the deep background of how everything works, check it out here." #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #recession You can often tell what is going to happen by what policymakers don't want to talk about - or don't want you to talk about. The history of the Fed changing the Red Book's color reveals its gimmick. Decoding the words contained inside gives us sense of what...
Sep 09, 2023•18 min•Ep. 567
https://www.eurodollar.university/sales-page "If you want to delve into the deep background of how everything works, check it out here." #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #oil Saudi Arabia got its wish - oil prices are surging. So, back to inflation again? Not according to all the evidence. First of all, oil isn't actually inflation, a mistaken belief from what happened in the 70s Great Inflation. Second, markets are looking at crude ...
Sep 08, 2023•17 min•Ep. 566
https://www.eurodollar.university/sales-page "If you want to delve into the deep background of how everything works, check it out here." #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #europe #eurodollar #germany Jerome Powell is selling a soft landing, but is anyone really buying? Not really, no. Risks - which are no longer just theoretical risks - are building all over the place. In addition to China/Asia, deflation has really gripped Europe. Producer price...
Sep 07, 2023•18 min•Ep. 565
#recession #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #hongkong #china #japan #stocks #dollar #yuan #yen Hong Kong's Hang Seng stock index correlates with quite a lot of Euro$ money indications beginning with China's yuan. Also others you might not expect such as US$ IRS swap spreads (esp. 30s) and UST yield curve spreads like the 2s10s. Hang Seng is a connection between money and economy as it relates to much of Asia. China is a mess and the latest data ...
Sep 06, 2023•17 min•Ep. 564
#recession #money #inflation #deflation #interestrates #dollar #economy #credit #unemployment #interestrates #jobs Payrolls numbers were all messed up. Household Survey, too, if not more. More revision madness plaguing the former while full-time jobs keep disappearing from the latter. Steve and I talk about what's really going on here with the data and what it means with a timely visit down memory lane with Tricky Dick. Eurodollar University's weekly conversation w/Steve Van Metre President Rich...
Sep 04, 2023•16 min•Ep. 563
#recession #depression #inflation #interestrates #dollar #bank #money #credit #economy #money #whatismoney #jeffsnider #federalreserve #liquidity #yieldcurve #china #yuan Another crazy couple of days in China's yuan saga. Authorities continue to escalate their tactics in the increasingly desperate attempt to stabilize CNY. Yet, the more officials feel they have to do, the more they also acknowledge what they've done so far hasn't done nearly enough. The eurodollar just isn't buying the Chinese s...
Sep 03, 2023•18 min•Ep. 562
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 According to GDP, the US economy is resilient, really hanging in despite a tough global environment. On the other hand, GDP's twin indicates something very different. Spoiler: the very same as w...
Sep 01, 2023•18 min•Ep. 561
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...
Aug 31, 2023•18 min•Ep. 560
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...
Aug 30, 2023•19 min•Ep. 559
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...
Aug 29, 2023•18 min•Ep. 558
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...
Aug 29, 2023•18 min•Ep. 557
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...
Aug 27, 2023•19 min•Ep. 556
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...
Aug 25, 2023•18 min•Ep. 555
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...
Aug 22, 2023•19 min•Ep. 553
Aug 20, 2023•17 min•Ep. 552
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...
Aug 18, 2023•19 min•Ep. 551
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...
Aug 17, 2023•17 min•Ep. 550
#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...
Aug 16, 2023•18 min•Ep. 549
#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 ...
Aug 15, 2023•18 min•Ep. 548
#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...
Aug 14, 2023•17 min•Ep. 547
#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...
Aug 13, 2023•18 min•Ep. 546