Eurodollar University

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.

Eurodollar University

Fri Jul 19 2024

The Copper Gold Ratio is Sending a Massive Warning to the Economy (here's what that means)

economycoppergoldreflationrate cuts

The episode discusses the copper to gold ratio as a strong fundamental signal for the economy. It explains how the ratio indicates reflation or breakdown, and how it corroborates other indicators such as interest rate swaps. The episode also explores the rise in gold prices and its relationship to rate cuts and inflation concerns. Additionally, it examines the decline in copper prices and its implications for the global economy.

Eurodollar University

Thu Jul 18 2024

The Global Monetary System Is Reliant on Swap Spreads (and they are doing something big)

interest rate swapsswap spreadshedgingfinancial system

This episode explores the importance of interest rate swaps and swap spreads in the global financial system. It explains the basics of interest rate swaps and how they are used as hedging tools. The episode also delves into the significance of swap spreads and their correlation with economic conditions. Overall, it provides valuable insights into the current state of the swap market and its implications for the broader economy.

Eurodollar University

Wed Jul 17 2024

We Need to Discuss the Yield Curve Immediately

Treasury MarketYield CurveBull SteepeningInterest RatesEconomy

The treasury market has crossed a major milestone with the yield curve uninverting. The bull steepening pattern is consistent with a classic recession. The mainstream media often misinterprets interest rates, which are not dictated by deficits or inflation risks. Historical examples show that the treasury market is more concerned about potential risks than deficits or inflation. Current signals from the treasury curve suggest substantial weakness in the economy. The treasury market is concerned about economic, financial, and monetary factors, not deficits or inflation.

Eurodollar University

Tue Jul 16 2024

It's Over: China’s ENTIRE Economy Just Collapsed

ChinaEconomyStimulusBankingReal Estate

China's economic situation continues to deteriorate, with record low loan growth, falling home prices, and weak economic indicators. Calls for more stimulus ignore the limitations of government influence and the focus on tightening political control. China's decline poses a risk to the global system, particularly due to its real estate bubble and interconnected financial system.

Eurodollar University

Mon Jul 15 2024

The Japanese Government Is Getting Desperate As The Yen Collapses

Japanese government interventionyencentral bank interventionsglobal economic weaknesscurrency risk aversion

The Japanese government's intervention in the yen has had little lasting impact, revealing deeper issues affecting Asia and the global economy. Central bank interventions are ineffective and create an illusion of control. The weakening Asian currencies indicate a weakening global economy and risk aversion. Central banks' policies are smoke and mirrors, masking their powerlessness in the face of the globalized eurodollar system. Currency interventions serve as warning signs of economic weakness. The impact on the US economy may lead to a recession.

Eurodollar University

Sun Jul 14 2024

Inflation Report Reveals the Truth About the Economy


The June CPI report revealed an unusual disinflationary trend, particularly in the core consumer price measure. This rare shift raises concerns about the state of the economy and calls for caution. Historical analysis shows that significant slowdowns in the core CPI are associated with negative changes in the economy. Consumer confidence has also declined, indicating concerns about the labor market. The core CPI serves as an important indicator of underlying problems in the economy and requires careful interpretation.

Eurodollar University

Fri Jul 12 2024

Bombshell CPI Report Shocks The Market (Here's What You Need To Know)

CPIConsumer PricesDisinflationEconomic WeaknessInterest Rates

The June CPI report showed an outright decline in overall consumer prices, raising concerns about a troubled economy tilting further into recession. The report revealed broad-based disinflation, weak consumer spending, and rising unemployment. Details of the CPI report highlighted decreases in shelter prices, services prices, and all items less food, energy, and shelter. Economists and the financial media reacted to the report, with expectations of a rate cut by the Fed. The bond market and interest rate swaps indicated decreasing interest rates and weakness in the economy and monetary system.

Eurodollar University

Thu Jul 11 2024

You Won't Believe What's Happening in China

Chinabond marketdeflationbanking system

Chinese authorities are running out of options as they face an epic bond market rally driven by bad banks, bad money, and a bad economy. The country is experiencing actual deflation in consumer prices and worsening deflationary mindset. The global synchronization of bad banks, bad economy, and bad money is evident in the movement of currency pairs. China's banking system is undergoing consolidation efforts, but this may create bigger problems. Chinese authorities are making desperate moves to control the bond market rally, but people continue to demand safety and liquidity in government bonds. The deflationary reality in China poses risks to the economy and banking system. Bond market demand serves as a hedge against adverse cases, leading to increasing desperation from the Chinese government.

Eurodollar University

Wed Jul 10 2024

LEAKED: Interest Rate Cuts Are Coming?!

Interest RatesRecession RiskUnemployment RateLabor MarketFederal Reserve

After last week's payroll report in the U.S., there is increasing talk of interest rate cuts and heightened recession risk. The unemployment rate has grabbed the world's attention as it is rising throughout much of the world, including the United States. Expectations for lower interest rates are increasing along with higher unemployment. One major bank strategist team expects eight consecutive rate cuts out of the Fed starting in September. The recession scenario is becoming more difficult to ignore.

Eurodollar University

Tue Jul 09 2024

Europe is Now In Full Blown Crisis Mode (what does this mean for the rest of the world?)

EuropeEconomyRecessionUnemploymentGlobal Trade

Political turmoil and economic uncertainty in Europe are leading to voter anger and discontent. Economic indicators show a decline in various countries, including Germany. The global economy is facing the risk of recession, with rising unemployment and negative trade growth. Voters are expressing their frustration at the ballot box. The situation is not limited to Europe, as the United States is also experiencing unemployment concerns. The world economy is on the verge of a synchronized recession.

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