Eurodollar University

Only a week after the Reserve Bank of Australia decided to pause its rate cutting series, the Australian government reported a rash of exceptionally weak labor data, including the highest unemploymen…

Three months ago, hotel operators were confident that the consumer downturn they were experiencing would end being a relatively quick pain. After the tariff matter was finally settled, Americans woul…

Five months and little to show for it. Tariffs have been applied for that long, yet consumer prices remain suspiciously tame. The real story isn't the possible pass-through of trade duties, its why t…

Jamie Dimon, CEO of JP Morgan, had some very harsh words and a pointed warning. He said the world was at high risk from tariffs. And while the activities of "his" bank largely agree with the high deg…

Asia is suddenly awash in deflation. Japan is now experiencing it. And while not necessarily new for China, the acceleration downward to producer prices hints at deterioration in demand, overseas as …

The country's top bank regulators have proposed a major change to the banking rules. Some say this is like a stealth QE, everyone else appears equally confused. We'll get into what the new changes me…

A July rate cut is far from off the table. In addition to the macroeconomic evidence, the FOMC minutes from last month’s meeting make clear there really isn’t some divide among policymakers. In fact,…

Amazon Prime Days have been doubled to four, simply confirming just how this year really is different for the consumer economy. It is merely the latest to testify for highly unusual weakness. Along w…

This wasn't supposed to happen. In fact, many said it was impossible up to and including central bank officials at the Federal Reserve. Yet, one of them, the head of the all-important New York branch…

The world is supposed to be all over the "sell America" trade, so why is it only this one key currency is? The thing is now sticking out like a sore thumb as more and more pile onto "sell America" he…

Is this the payback? The rate cuts aren't working and that can only mean more of them. The best current examples are to north and south of the US where rolling over has taken on a new sense of urgenc…

It was supposed to be one single out-of-control Wall Street bank. When authorities were forced to look into the matter, what they uncovered was a shocking. Not one but EVERYONE. Yet, after uncovering…

To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/channel/swaps

Like last month, this June payroll report was taken one way in the mainstream while the details …

There is something going on in the money system with collateral. We've been covering bills and the latest data sheds more light on what is likely happening. It is something we've seen many times befo…

Fedex is a global bellwether for good reason. What the company said about the economic environment at the start of Q3 was...nothing. But in choosing not to forecast anything, the company said a lot e…

Big moves in yields, especially at the front. While twos are making a move on their own, it's the very front at the first-in-line bills that draws our attention. Steepening has been given a boost by …

AI shouldn't provoke fear and anxiety, it should raise expectations for regular 4-day workweek with 3-day weekends. Artificial Intelligence represents a potential major leap in labor productivity. Th…

To sign up for our webinar on July 10, follow the link below:
https://event.webinarjam.com/register/29/4yzg6cx2

It never was entirely tariff distortions. Everyone had tried to dismiss Q1 as an anomaly.…

The housing market keeps spitting out alarming signs of a growing bust. Sales are down huge, prices are actually falling - and that's the government's estimates. Most of all, this is directly connect…

Swiss francs are soaring again. This isn't a "sell America" trade (which doesn't exist), or the crashing dollar (also doesn't exist). The monetary system remains on edge and now we know why. The shoc…