Eurodollar University

Jeff Snider
  • 4.9 (63)
  • INVESTING
  • UPDATED DAILY
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.

  1. China Dumping Record Amounts of Treasures (What They Aren’t Telling You)

    1 DAY AGO

    China Dumping Record Amounts of Treasures (What They Aren’t Telling You)

    China and Japan selling record amounts of Treasuries. Do they hate the dollar? Donald Trump? You and me? Not only will we answer the questions, while those countries saw huge selling of USTs, curiously the Cayman Islands got a truly massive deposit of them and it showed up during July, August and September. Seems very carry trade-y.  Eurodollar University's Money & Macro Analysis https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    28 min
  2. Breaking Report Reveals the Labor Market is TANKING

    2 DAYS AGO

    Breaking Report Reveals the Labor Market is TANKING

    A double whammy on US consumers. First, the government issued an alarming update to the biggest jobs data there is. Then retail giant Target stunned with its Q3 results and more so its guidance for Q4. The thing is, both of those are related; two sides of the macro coin. The one says the summer started really badly, the other it didn't get better.  Eurodollar University's Money & Macro Analysis Reuters Target raises 2024 profit forecast as price cuts draw shoppershttps://www.reuters.com/business/retail-consumer/target-raises-annual-profit-forecast-after-price-cuts-boost-quarterly-sales-2024-08-21/ CNBC Target shares plunge 20% after discounter cuts forecast, posts biggest earnings miss in two yearshttps://www.cnbc.com/2024/11/20/target-tgt-q3-2024-earnings.html Bloomberg Target Shares Tumble After Retailer Cuts Profit Outlookhttps://www.bloomberg.com/news/articles/2024-11-20/target-tgt-trims-profit-outlook-on-inventory-buildup-higher-costs CNN As Americans bargain shop, six-figure earners flock to Walmarthttps://www.cnn.com/2024/11/19/investing/walmart-stock-earnings/index.html https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    17 min
  3. This Chart Explains Why Warren Buffett Is Panic Selling

    3 DAYS AGO

    This Chart Explains Why Warren Buffett Is Panic Selling

    Warren Buffett continues to sell tens of billions worth of stocks. Everyone wants to know why. This divergence between major stock index most likely holds the answer. Normally stock indexes don't mean much beyond their beauty, yet they can be important signals at times like now when they do diverge in such an obvious and sustained way. This is a key cyclical one, too.  Eurodollar University's Money & Macro Analysis CNBC Berkshire Hathaway’s cash fortress tops $300 billion as Buffett sells more stock, freezes buybackshttps://www.cnbc.com/2024/11/02/berkshire-hathaways-cash-fortress-tops-300-billion-as-buffett-sells-more-stock-freezes-buybacks.html Franklin-Templeton https://www.franklintempleton.com/articles/equity-markets/the-foundry-quandary-owning-semis-late-in-the-cycle Deloitte Industry Outlookhttps://www2.deloitte.com/us/en/pages/technology-media-and-telecommunications/articles/semiconductor-industry-outlook.html https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    18 min
  4. Default Rates on Household Loans are SKYROCKETING

    4 DAYS AGO

    Default Rates on Household Loans are SKYROCKETING

    The Federal Reserve reported a sharp rise in delinquencies, especially credit cards and auto loans. That wasn't all, as the New York branches also showed record high rejections strongly indicating where things really stand in the credit cycle. As a result, we have to pay some attention to CRTs, otherwise known as SRTs, the latest financial engineering akin to the 2020s version of credit default swaps.  Eurodollar University's Money & Macro Analysis FRBNY Household Debt and Credit Report Q3 2024https://www.newyorkfed.org/microeconomics/hhdc/background.html Bloomberg Ally Auto Borrowers With 2022 Loans Now Struggling, CFO Sayshttps://www.bloomberg.com/news/articles/2024-11-07/ally-auto-borrowers-with-2022-loans-now-struggling-cfo-says Bloomberg Ally’s Charge-Offs, Bad-Loan Provisions Beat Expectationshttps://www.bloomberg.com/news/articles/2024-07-17/auto-lender-ally-reports-stronger-than-expected-debt-management Federal Reserve Frequently Asked Questions about Regulation Qhttps://www.federalreserve.gov/supervisionreg/legalinterpretations/reg-q-frequently-asked-questions.htm https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    20 min
  5. Auto Parts Industry Warns Consumer Behavior Is Changing RAPIDLY

    5 DAYS AGO

    Auto Parts Industry Warns Consumer Behavior Is Changing RAPIDLY

    Another retailer finds out the 2021 "recovery" was mostly an illusion. Prices may have soared and revenues looking good, it didn't last because it couldn't. As the company closes hundreds of stores and prepares to lay off an unknown number of workers, more stats show this is no isolated case. The cycle continues and continues to take its toll on businesses and workers alike.  Eurodollar University's conversation w/Steve Van Metre

    19 min
  6. The Most Important Global Indicator Is SKYROCKETING

    6 DAYS AGO

    The Most Important Global Indicator Is SKYROCKETING

    The yen and the euro are good currency indicators of global monetary conditions, but there are a couple even better and more consistent signals. When the 'dollar' goes up and these two are taking the hit because of it, that's when you really need to pay attention. It's not Trump, Jay Powell, interest rates or just random chance.  Eurodollar University's Money & Macro Analysis https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    19 min
  7. The Dollar is SOARING Higher, Is the World Crashing?

    NOV 15

    The Dollar is SOARING Higher, Is the World Crashing?

    The dollar index jumped to a more than two-year high leaving everyone to ask why. Some say Trump, others the Fed. They might as well have said it was Burger King (who blames Wendy's). Though the dollar is rising here in the short run, to really understand what's going on you have to consider more than just developments in November 2024. This has been in the works for several years.  Eurodollar University's Money & Macro Analysis Reuters US dollar continues uptrend as Fed policy provides lifthttps://www.reuters.com/markets/currencies/dollar-over-two-month-high-yen-near-150dlr-2024-10-15/ Bloomberg Wall Street Sees Dollar Soaring More, But Splits on How Muchhttps://www.bloomberg.com/news/articles/2024-11-12/dollar-s-trump-fueled-rally-unites-wall-street-on-bullish-bets https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    18 min
  8. Germany Just Issued A Major Warning to the Global Economy

    NOV 14

    Germany Just Issued A Major Warning to the Global Economy

    After Germany's governing coalition collapsed last week, the country's ZEW added more solid evidence about why that was. The ZEW also collapsed into November. That's not just about Germany since the "zoo" is really what the rest of the world looks like from the German perspective. That also has a lot to say about the ongoing Treasury selloff (just like April). Eurodollar University's Money & Macro Analysis ZEW November 2024https://www.zew.de/en/press/latest-press-releases/falling-economic-expectations-after-trump-victory Bloomberg German Investor Confidence Slumps on Political Strife, Trump Winhttps://www.bloomberg.com/news/articles/2024-11-12/german-investor-confidence-slumps-on-political-strife-trump-win https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    19 min
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Hosts & Guests

4.9
out of 5
63 Ratings

About

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.

Information

  • Creator
    Jeff Snider
  • Years Active
    2020 - 2024
  • Episodes
    937
  • Rating
    Clean
  • Copyright
    © 2024 Jeff Snider
  • Show Website
    Eurodollar University

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