Eurodollar University

EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

China's currency trading was wild yesterday, CNY…

EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Monday's "strong" ISM manufacturing data sparked…

EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

To hear everyone tell it, bond yields are surgin…

EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOW
https://www.eurodollar.university/sales-page-spring

Gold continues to soar, hitting almost as many r…

It is critical to understand what is happening in China first of all. The country is suffering from a confluence of longer-term structural imbalances butting up against near-term strategies ostensibl…

CHECK OUT EURODOLLAR UNIVERSITY'S SPRING SALE
https://www.eurodollar.university/sales-page-spring

What is it with banks these days? Well, this time it may not be the bank themselves. According to the l…

We keep getting more and more recession confirmation. Soft data comes in ugly and is easily corroborated by hard estimates from a variety of sources. The only part missing is the layoffs. Where are t…

The Japanese are really getting bothered by weakness in the yen. But where is it coming from, and what might be done about it? Officials in Tokyo are threatening to intervene again, but a review of p…

As more signs of instability pile up around the world but also coming from inside the US. Those are evidence for the continuing downside to the supply shock, the same cycle, not a soft landing. What …

Something just hit the US banking system. Tons of cash gone from their balance sheet seemingly as they reallocate their assets. At the same time this is going on, the dollar has surged against primar…

The bedrock assumption for a soft landing in the US is continued consumer spending. The economy around the world really needs Americans to keep spending at close to the same rate. Instead, more evide…

It isn't prospective rate cuts, the downward bias in market interest rates comes from real risks in the global system. The biggest of those are US commercial real estate (CRE) and China. Key developm…

Few were expecting anything more than a few franc sales from the Swiss National Bank today. Instead, the SNB boldly cut its ST rate specifically because it knows what's coming from around the rest of…

A wild FOMC meeting triggered by a rejiggering of the dots. Those don't really matter except as insight into how confused policymakers have become. Why are they confused? Rate hikes don't appear to b…

Well, they did it. The Bank of Japan ended its NIRP and YCC, raising its call money rate for the first time in forever. That's not the issue. Why they did it is open for debate, one that right now is…

The Fed. Japanese destiny. Down Under. The Old Lady, Mexico, Brazil, and the Czech Republic. And those are just the start. A ton of central banks are going to be deliberating just this week. And whil…

The Fed shut down the BTFP, but just before it closed billions in loans were made to banks over the repeated objections of policymakers. Officials have been pushing depositories toward the Discount W…

China just held its National People's Congress amidst more economic and financial turmoil than at any time in its modern history. Two things quickly became clear: Xi Jinping continues to insulate him…

More recession signals. We've got the major dollar store chains in the US closing stores and reporting troubling results about consumer behavior. Those are now backed up by hard evidence in the form …

Is "inflation" back? A big part of the answer to that question comes from the oil market, though not at all in the way you might think. A revisit of the 2008 crude oil bubble/shock to see what it can…