Eurodollar University
Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of markets and what they are telling you, as well as historical summaries and deep background material so that you can understand what’s really going on in this eurodollar’s world.
- Update frequency
- every day
- Average duration
- 23 minutes
- Episodes
- 1183
- Years Active
- 2020 - 2025
They jumped the gun on the soft landing, just as markets predicted.
Eurodollar University's Money & Macro Analysis
Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
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What stocks are trying to tell us about.
Something big is happening in oil. A crucial physical commodity which actually does intersect with the real economy and it is totally blowing up the soft landing/no landing economy. Yet, the stock ma…
It can't keep going like this.
Incomes are the key to the whole thing. While many keep claiming the economy is staying way too hot, this big miss shows you why it never once was and right now recession not inflation needs to be yo…
Why is no one paying attention to this collapse?
Global markets and curves are epically upset about something. What is it? A number of nasty macro scenarios are together the most obvious answer, hardly the only one. Nothing makes markets hedge fast…
Because of the same shocking mistake every time.
Renewed Fed hawkishness along with resurgent macro optimism ("no landing") all of it based on payrolls, the unemployment rate, even retail sales. History conclusively shows this isn't just a mistake,…
They're preparing for worse.
Amidst renewed optimism, growing confidence the recession risks have all be surmounted, the one company who knows better and should be really booming is not. Walmart's earnings report was another war…
And we're still stuck in it - at the worst possible time
There was never a liquidity trap, just the lie about liquidity leaving us in 2023 facing the same destructive money trap. For ten years the Bank of Japan had done what Paul Krugman had urged from the…
Yep, we're going to go there. We need to start taking the (many) comparisons seriously.
We always hesitate to use 2008 comparisons because history never repeats exactly. While there won't be another Lehman Brothers and no one is plagued by subprime mortgages, there are serious dollar wo…
Seriously. Legit crashing around the one place that's supposed to be lifting us out of danger.
China reopening is said to be robust and inspiring, the stuff of soft landings even reignited "inflation." The evidence increasingly points instead to quite the opposite, including several key indica…
The temperature just got turned way up.
What if the economy is the proverbial boiling frog? But rather than the temperature of the water in the pot increasing slowly all the time, it goes up and then just when the frog begins to notice, it…
The shocking reason for rate hikes.
The unemployment rate since June has fallen a few tenths more than the already low number it started with. Payrolls have added millions in those seven months. So how could the CPI have gone from nigh…
Almost everyone missed it.
The fatal flaw is deeply embedded, even within the language we use to describe CPIs. We are wrongly led to believe consumer prices reflect the economy, when in truth those over the past few years hav…
We really can't afford for this to fail.
China reopening, media rather than money blitz. Bank lending has been hyped though as usual the rest of the story - the important parts - get left out for the narrative. The reopening impulse just is…
China's balloons and the dead dollar.
If the dollar has lost 97% of its value, then why had the world prospered so much during that time when it did? The answer provides tremendous insight into several fallacies about the global currency…
It was supposed to be getting better but they keep coming.
Interest rate Thunderdome. What appears to be the short end versus the long end, or the longer-term rates against the Fed, the continued surge in layoffs once again shows it is actually the Fed vs. t…
Gasoline causing problems again, but what kind?
Resurgent gasoline prices have some thinking about "transitory disinflation." That the improvement in consumer price pressures won't last because of the same supply factors which drove those in the f…
Here comes the dreaded credit crunch.
Eurodollar University's Money & Macro Analysis
SLOOS
https://www.federalreserve.gov/data/sloos/sloos-202301.htm
April 2008 FOMC Transcript
https://www.federalreserve.gov/monetarypolicy/files/FOMC20080430…
Markets right now are pricing the worst.
Eurodollar University's Money & Macro Analysis
Stock & Watson; Has the Business Cycle Changed and Why?
https://www.nber.org/papers/w9127
Bernanke; The Great Moderation
https://www.federalreserve.gov/boar…
Once you can see it clearly, it's already too late.
Eurodollar University's Money & Macro Conversation, with Steve Van Metre
Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.Portfo…
You won't believe what they just reported.
Eurodollar University's Money & Macro Analysis
Twitter: https://twitter.com/JeffSnider_AIP
https://www.eurodollar.university
https://www.marketsinsiderpro.com
https://www.PortfolioShield.net
RealClearMark…