Eurodollar University

Jeff Snider

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. Institutions Want Out… But Private Credit Won’t Let Them Leave

    2 days ago

    Institutions Want Out… But Private Credit Won’t Let Them Leave

    Private credit has a new problem, and this one is different. For months, the story has been retail investors pulling money from private credit funds. But now we have something else. A Swiss pension fund redeeming shares from a Vista private credit vehicle helped force that fund to limit withdrawals. And that's before asking the question: is software credit the new subprime mortgage? Eurodollar University's Money & Macro Analysis ----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month. Check it out here: https://monetary-metals.com/snider---------------------------------------------------------------------------------- One Big Private Credit Investor Forced Vista’s Fund to Limit Redemptionshttps://www.bloomberg.com/news/articles/2026-05-27/one-big-private-credit-investor-forced-vista-s-fund-to-limit-redemptions New CLOs at Blackstone, Guggenheim Boast Key Perk: Less Softwarehttps://www.bloomberg.com/news/articles/2026-05-27/new-clos-at-blackstone-guggenheim-boast-key-perk-less-software Private Credit’s Exposure to Ailing Software Industry Is Bigger Than Advertisedhttps://www.wsj.com/finance/investing/private-credits-exposure-to-ailing-software-industry-is-bigger-than-advertised-d80da378 Cracks in Private Credithttps://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/cracks-in-private-credit/TOM_private%20credit_Redacted.pdf Myth-busting: Private credit liquidityhttps://blog.landg.com/categories/investment-strategy/myth-busting-private-credit-liquidity/ https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    22 min
  2. Goldman Sachs Just Confirmed the Worst-Case Scenario

    5 days ago

    Goldman Sachs Just Confirmed the Worst-Case Scenario

    For the first time in this cycle, the money going out of major private credit vehicles has surpassed the money coming in. That is the headline, how private credit machine is now facing sustained investor outflows. Stage 2. And here’s the other big part of that – these net outflows are indeed forcing asset sales onto an industry that was never really built for this. That means we’re already deeper into Stage 2 than most people would think.   Eurodollar University's Money & Macro Analysis -------------------------------------------------------------------------------- Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:  https://EurodollarGold.com or text EURO to 35052.  -------------------------------------------------------------------------------- Private Credit BDC Redemptions Exceed Fundraising for First Timehttps://www.bloomberg.com/news/articles/2026-05-14/private-credit-bdc-redemptions-exceed-fundraising-for-first-time Private Credit’s Unthinkable Becomes Reality as Trading Revs Uphttps://www.bloomberg.com/news/articles/2026-05-21/private-credit-s-unthinkable-becomes-reality-as-trading-revs-up Fitch Ratings’ U.S. Private Credit Default Rate Hits a High of 6.0% in April 2026https://www.fitchratings.com/research/corporate-finance/fitch-ratings-us-private-credit-default-rate-hits-high-of-6-0-in-april-2026-18-05-2026?cs=0&hl=en-US&biw=1600&bih=731 Private Credit Fund Touts Quick Profit Buying Debt at 65 Centshttps://www.bloomberg.com/news/articles/2026-05-05/private-credit-fund-touts-quick-profit-buying-debt-at-65-cents Goldman Sachs Private Credit Fund’s Share of Bad Loans Riseshttps://www.bloomberg.com/news/articles/2026-05-07/goldman-sachs-private-credit-fund-s-share-of-bad-loans-increases HSBC Drags Feet on $4 Billion Private Credit Investment Efforthttps://www.bloomberg.com/news/articles/2026-05-15/hsbc-drags-feet-on-4-billion-private-credit-investment-effort AMP Trims ‘Frothy’ Private Credit Assets in Investment Pivothttps://www.bloomberg.com/news/articles/2026-05-18/amp-trims-frothy-private-credit-assets-in-investment-pivot https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    21 min
  3. It’s Official: Europe’s Recession Has Begun

    6 days ago

    It’s Official: Europe’s Recession Has Begun

    While rumors and reports swirl about a possible Iran deal, the clock is still ticking for an economy that’s way too close to the point of no return on the energy shock. In fact, for Europe, there is a nontrivial chance it’s already gone past. With the latest data out on Friday, the economic numbers for May so far got slammed. It increasingly looks like Europe may have already gone over the cliff with S&P describing France as in a quote “dire” situation. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------What is a Eurodollar University membership? It’s where understanding the monetary world isn’t a mystery—it's a method. If you’re serious about your financial education and want clarity in a world of volatility and massive uncertainty, you’re in the right place.  Or go even deeper with our Deep Dive Analysis. Get all the tools to fill in the huge gaps you didn't even know were there. Click the link to visit https://eurodollar.university/memberships and join today.--------------------------------------------------------------------------- SPG France May 2026 PMIhttps://www.pmi.spglobal.com/Public/Home/PressRelease/f0ad28c72bfd49949cf67d52daf16aee SPG Eurozone May 2026 PMIhttps://www.pmi.spglobal.com/Public/Home/PressRelease/cfc7983038764cd0bf61ed86b6d27a52 https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    22 min
  4. Lowe's Just Gave A DIRE Warning About Consumers

    22 May

    Lowe's Just Gave A DIRE Warning About Consumers

    Lowe’s had some more bad news about the American consumer. CEO Marvin Ellison said “This has been the most difficult housing market that I have faced in this business since the financial crisis.” Lowe’s is hardly alone. Walmart said higher income shoppers are still trading down while lower income Americans are, well, they’re running out of their tax refund money. And then there is Kroger.  Eurodollar University's Money & Macro Analysis -------------------------------------------------------------------------------- Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to:  https://EurodollarGold.com or text EURO to 35052.  -------------------------------------------------------------------------------- Flash PMI signals subdued growth in May amid price surgehttps://www.pmi.spglobal.com/Public/Home/PressRelease/d7a15ea4f43c4e3493db3814db67ad99 Lowe's CEO says this is the 'most difficult housing market' since the financial crisishttps://finance.yahoo.com/markets/stocks/article/lowes-ceo-says-this-is-the-most-difficult-housing-market-since-the-financial-crisis-170512082.html Kroger Plans Biggest Price Cuts In Years to Take On Walmart, Costcohttps://www.bloomberg.com/news/articles/2026-05-21/kroger-plans-biggest-price-cuts-in-years-to-take-on-walmart-costco https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU I’ll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place.  You can find me here: https://bravais.social/profile/edu

    20 min

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.

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