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PODCAST

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.

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All Episodes

20:46

What they're not telling you.

Eurodollar University ·

2023/03/07

China reopening hype has been driven mostly by the mainstream media in the West. Recent developments pushed it to another level even though the entire time it was as hollow as every other global recovery scenario the past decade-plus. The Chinese government just exposed the truth - how's that for upside-down!Eurodollar University's Money & Macro AnalysisInterpreting China’s unambitious growth

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19:58

They've got it all wrong.

Eurodollar University ·

2023/03/06

More reliable than the unemployment rate. Greater accuracy compared to payrolls. Forget Janet Yellen's bluster and misinterpreting all those Chinese PMIs. There's a much simpler, more fun way to judge then deal with macroeconomic risks. Eurodollar University's Weekly Conversation w/Steve Van MetreTwitter: https://twitter.com/JeffSnider_AIPhttps://www.eurodollar.universityhttps://www.marketsinsiderpro.comhttps://www.PortfolioShield.netRealClearMarkets Essays: https://bit.ly/38tL5a7THE

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20:04

They say it's impossible.

Eurodollar University ·

2023/03/05

Treasury Secretary Janet Yellen said recession isn't possible with the unemployment rate so low and hiring so robust. What she won't tell you is how little those datapoints matter in any possible recession scenario, including one recession that is extraordinarily similar to what's going on right now. Eurodollar University's Money & Macro AnalysisTwitter:

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20:52

Who is still knocking at the Discount Window?

Eurodollar University ·

2023/03/03

Between February and December, use of the Fed's primary credit soared to more than $10 billion. Who was using it and why? Several theories abound though none line up with all the monetary facts. Eurodollar University viewers won't be surprised with what does line up with those and the Fed's primary credit. Eurodollar University's Money & Macro AnalysisThe Recent Rise in Discount Window

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19:36

This is a huge difference.

Eurodollar University ·

2023/03/02

China's reopening isn't faltering, it's booming! Or is it? The Chinese government reported big PMI numbers for February, but what do these things actually mean? I'm not sure anyone knows because it is not what everyone says. Plus, bonus breakdown of the US PMI from ISM. Eurodollar University's Money & Macro AnalysisZhao Qinghe, senior statistician of the Service Industry Survey Center of the National Bureau of Statistics, interprets the February 2023 China Purchasing Managers

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20:23

"Stupid slow."

Eurodollar University ·

2023/03/01

More "hot" CPI data from Europe has renewed focus on rate hikes for what many are considering an unquenchably hot global economy. But a determined examination of the other side of the world in Asia shows why that's an enormously mistaken interpretation. Just ask these salty Texans.Eurodollar University's Money & Macro AnalysisTexas Manufacturing Outlook Survey; Commentshttps://www.dallasfed.org/research/surveys/tmos/2023/2302#tab-commentsChina’s shipping containers pile up at

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19:49

Is the world prepared for the European shock?

Eurodollar University ·

2023/02/28

The ECB wants to leave no doubt about rate hikes and inflation risks. Markets have no doubt the ECB is serious about those, and even less doubt it is wrong to be so. More data shows why, and what it means.Eurodollar University's Money & Macro AnalysisTwitter: https://twitter.com/JeffSnider_AIPhttps://www.eurodollar.universityhttps://www.marketsinsiderpro.comhttps://www.PortfolioShield.netRealClearMarkets Essays: https://bit.ly/38tL5a7THE EPISODESYouTube: https://bit.ly/310yisLVurbl:

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19:57

They jumped the gun on the soft landing, just as...

Eurodollar University ·

2023/02/28

Eurodollar University's Money & Macro AnalysisTwitter: https://twitter.com/JeffSnider_AIPhttps://www.eurodollar.universityhttps://www.marketsinsiderpro.comhttps://www.PortfolioShield.netRealClearMarkets Essays: https://bit.ly/38tL5a7THE EPISODESYouTube: https://bit.ly/310yisLVurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MReason:

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21:58

What stocks are trying to tell us about.

Eurodollar University ·

2023/02/27

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 market is all over...rate hikes? Sorting signal from more-than-usual noise.Eurodollar University's Conversation w/Steve Van MetreTwitter: https://twitter.com/JeffSnider_AIPhttps://www.eurodollar.universityhttps://www.marketsinsiderpro.comhttps://www.PortfolioShield.netRealClearMarkets Essays:

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19:53

It can't keep going like this.

Eurodollar University ·

2023/02/26

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 your biggest concern.Eurodollar University's Money & Macro AnalysisTwitter: https://twitter.com/JeffSnider_AIPhttps://www.eurodollar.universityhttps://www.marketsinsiderpro.comhttps://www.PortfolioShield.netRealClearMarkets Essays: https://bit.ly/38tL5a7THE EPISODESYouTube:

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20:59

Why is no one paying attention to this collapse?

Eurodollar University ·

2023/02/24

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 faster and harder than a combination of serious global recession, more dollar shortage, each leading to political instability in a certain part of the world. Eurodollar University's Money & Macro AnalysisTwitter:

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19:30

Because of the same shocking mistake every time.

Eurodollar University ·

2023/02/23

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, it is a massive one. Markets obviously concur. Eurodollar University's Money & Macro AnalysisTwitter: https://twitter.com/JeffSnider_AIPhttps://www.eurodollar.universityhttps://www.marketsinsiderpro.comhttps://www.PortfolioShield.netRealClearMarkets Essays: https://bit.ly/38tL5a7THE

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18:23

They're preparing for worse.

Eurodollar University ·

2023/02/22

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 warning which won't be heeded during this "no landing" phase of the cycle which picked up another one. Eurodollar University's Money & Macro AnalysisWalmart Releases Q4 and FY23 Earningshttps://corporate.walmart.com/newsroom/2023/02/21/walmart-releases-q4-and-fy23-earningsTwitter:

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21:51

And we're still stuck in it - at the worst possible time

Eurodollar University ·

2023/02/21

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 late 90s, yet only a couple years into it even Krugman was left looking for a scapegoat. Eurodollar University's Money & Macro AnalysisPaul KrugmanThinking about the liquidity trap http://web.mit.edu/krugman/www/trioshrt.htmlPaul KrugmanRethinking

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21:21

Yep, we're going to go there. We need to start taking...

Eurodollar University ·

2023/02/20

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 woes along with a growing number of eerie economic similarities which do justify taking a look. Eurodollar University's Weekly Conversations, featuring Steve Van MetreTwitter:

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20:48

Seriously. Legit crashing around the one place that's...

Eurodollar University ·

2023/02/19

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 indications which unmistakably show China and global trade might be crashing if it hasn't already.Eurodollar University's Money & Macro AnalysisTwitter:

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19:57

The temperature just got turned way up.

Eurodollar University ·

2023/02/17

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 falls back a little only to repeat the process several times before the boil. How would we know what the water temperature is and what it is really doing? We have tools. Eurodollar University's Money & Macro AnalysisTwitter:

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18:37

The shocking reason for rate hikes.

Eurodollar University ·

2023/02/16

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 nightmare inflationary to outright disinflationary at the same time? Eurodollar University's Money & Macro AnalysisTwitter: https://twitter.com/JeffSnider_AIPhttps://www.eurodollar.universityhttps://www.marketsinsiderpro.comhttps://www.PortfolioShield.netRealClearMarkets Essays:

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20:05

Almost everyone missed it.

Eurodollar University ·

2023/02/15

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 have been set by a litany of non-economics. Before examining the US CPI for January '23, we discuss the one case which establishes beyond any doubt this error. Eurodollar University's Money & Macro AnalysisTwitter:

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20:59

We really can't afford for this to fail.

Eurodollar University ·

2023/02/14

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 isn't there, and we can verify that it isn't just by doing the full money math. Eurodollar University's Money & Macro AnalysisTwitter: https://twitter.com/JeffSnider_AIPhttps://www.eurodollar.universityhttps://www.marketsinsiderpro.comhttps://www.PortfolioShield.netRealClearMarkets Essays:

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1,370 results

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