Oil Shock → Dollar Shock → Deflation: The Chain Reaction Just Started
Episode description
Liquidations, not mere selling. There's more going on behind the scenes than you think. Critical metals being liquidated means a growing worldwide dollar problem. Possibly a big one. While central bankers are running around talking about rate hikes because they wrongly believe oil prices are inflationary, where it actually matters we’re already seeing the total opposite only starting with gold’s worst week in forever.
Eurodollar University's Money & Macro Analysis
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Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust.
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https://eurodollar-university.com/home-page-web
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Global Risks Renew Dollar Demand in the Currency Swaps Market
https://www.bloomberg.com/news/articles/2026-03-03/global-risks-renew-dollar-demand-in-the-currency-swaps-market
The Dollar's Double Life: Not All Dollar Appreciations Are Born Equal for the Cross-Currency Basis
https://onlinelibrary.wiley.com/doi/full/10.1002/fut.70081
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU