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. Holy Sh*t… Blackstone’s “Safe” Fund Just Lost Money

    9小時前

    Holy Sh*t… Blackstone’s “Safe” Fund Just Lost Money

    Blackstone’s $83 billion BCred fund just reported its first monthly loss due to actual credit problems. However, it’s never credit losses that kill you; it’s always the forced selling, the liquidations. Financial crises begin with small credit losses and then snowball into something far greater because the issues here aren’t numbers on a spreadsheet and seemingly reasonable expected loss calculations. This all comes down to trust and information.  Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust.  Sign up below:https://eurodollar-university.com/home-page-web ---------------------------------------------------------------------------------- Jon Gray Blackstone Presidenthttps://x.com/blackstone/status/2035088934753935648? Blackstone Private Credit Fund Has First Monthly Loss Since 2022https://www.bloomberg.com/news/articles/2026-03-20/blackstone-private-credit-fund-has-first-monthly-loss-since-2022 Private Credit Firm Ares Holds Town Hall to Reassure Staff on Market Volatility https://www.bloomberg.com/news/articles/2026-03-11/ares-holds-townhall-to-reassure-staff-on-market-uncertainties Ares CEO Says UBS Call on 15% Private Debt Default ‘Absolutely Wrong’https://www.bloomberg.com/news/articles/2026-03-03/arougheti-says-15-private-debt-default-call-absolutely-wrong New York Fed Sells Remainder of Maiden Lane LLC Securities; Approximately $2.5 Billion Net Gain Generated for U.S. Public from the Portfoliohttps://www.newyorkfed.org/newsevents/news/markets/2018/an180918 Maiden Lane Transactionshttps://www.newyorkfed.org/markets/maidenlane.html https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    22 分鐘
  2. WTF Is Happening to Global Markets

    1日前

    WTF Is Happening to Global Markets

    Global financial markets are all over the place. We’ve talked about commodities being crushed, getting liquidated due to serious and underappreciated funding stress. The other side of that, rising dollar and flight to safety. And on the flipside, growing risk aversion which has markets especially overseas rolling over. Meanwhile, bonds are struggling because central banks are beginning to really panic especially over in Europe. Eurodollar University's conversation w/Steve Van Metre ---------------------------------------------------------------------------------- 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 ---------------------------------------------------------------------------------- Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust.  Sign up below:https://eurodollar-university.com/home-page-web ---------------------------------------------------------------------------------- https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    21 分鐘
  3. Oil Shock → Dollar Shock → Deflation: The Chain Reaction Just Started

    2日前

    Oil Shock → Dollar Shock → Deflation: The Chain Reaction Just Started

    Liquidations, not mere selling. There's more going on behind the scenes than you think. Critical metals being liquidated means a growing worldwide dollar problem. Possibly a big one. While central bankers are running around talking about rate hikes because they wrongly believe oil prices are inflationary, where it actually matters we’re already seeing the total opposite only starting with gold’s worst week in forever.  Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust.  Sign up below:https://eurodollar-university.com/home-page-web ---------------------------------------------------------------------------------- Global Risks Renew Dollar Demand in the Currency Swaps Markethttps://www.bloomberg.com/news/articles/2026-03-03/global-risks-renew-dollar-demand-in-the-currency-swaps-market The Dollar's Double Life: Not All Dollar Appreciations Are Born Equal for the Cross-Currency Basishttps://onlinelibrary.wiley.com/doi/full/10.1002/fut.70081 https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    20 分鐘
  4. Housing Just PLUNGED 17.6%!!! What You Must Know

    4日前

    Housing Just PLUNGED 17.6%!!! What You Must Know

    Sales of newly built homes crashed by a massive 17.6% in January, with a 44% drop in the Northeast and 34% slide in the Midwest. Of course, everyone is trying to blame it on weather but sales were already weakening in December and those in the Western part of the country were down by a whopping 22%. It’s now like we’ve haven’t been following a macro bust in the property sector. Economists just don’t want to admit rate cuts didn’t produce the recovery they were expecting. And now homebuyers have to deal with volatility across interest rates because central bankers are doing exactly what we thought they would in response to the oil shock.   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 ---------------------------------------------------------------------------------- Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust.  Sign up below:https://eurodollar-university.com/home-page-web ---------------------------------------------------------------------------------- https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    21 分鐘
  5. McDonald’s Just Slashed Prices…The Economy is DONE

    5日前

    McDonald’s Just Slashed Prices…The Economy is DONE

    McDonalds is doing it again as the economy is now in a race against time. The fast food giant is creating a $3 value deal after having brought back the $5 value menu in the middle of 2024. The timing wasn’t an accident back then. That previous time, it was confirmation the labor market had indeed shifted to flat Beveridge - even if it took almost those two years for the payroll data to finally and fully pick up on it. But in company after company, we’re seeing major changes, not just McDs. Pepsi. Dollar Tree.  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 ---------------------------------------------------------------------------------- Diesel tops $5 a gallon for the first time since 2022. Here's what it means for the economy.https://www.cbsnews.com/news/diesel-prices-5-dollars-gallon-economic-impact/ Dollar Tree Winning Wealthier Shoppers With Higher-Priced Itemshttps://www.bloomberg.com/news/articles/2026-03-16/dollar-tree-falls-after-annual-outlook-disappoints-investors McDonald’s newest $3 value menu is sounding an alarm about America’s K-shaped economyhttps://www.msn.com/en-us/money/companies/mcdonald-s-newest-3-value-menu-is-sounding-an-alarm-about-america-s-k-shaped-economy/ar-AA1YQVnZ https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    21 分鐘
  6. We’re Seeing the First Signs of a Dollar Panic

    6日前

    We’re Seeing the First Signs of a Dollar Panic

    It was maybe inevitable that the oil shock would lead to a dollar shock especially around Asia. The sudden, sharp rise in oil prices is essentially a margin call in dollars which hits the biggest energy importers the hardest. Today, the biggest economy in Southeast Asia just tightened currency controls restricting dollar availability there, and confirming the monetary situation is in a precarious position already.   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 ---------------------------------------------------------------------------------- Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust.  Sign up below:https://eurodollar-university.com/home-page-web ---------------------------------------------------------------------------------- https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    23 分鐘
  7. The First Crack in the AI Bubble Just Appeared

    3月17日

    The First Crack in the AI Bubble Just Appeared

    Meta Platforms is reportedly considering laying off over 20% of its workforce. The company didn’t confirm anything, but it also didn’t deny the thrust of the rumor, either. The purpose of these theoretical job cuts does not appear to be replacing employees with AI bots, instead it sure looks like the company is trying desperately to conserve a lot cash which raises a bunch of questions about debt and debt markets. Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust.  Sign up below:https://eurodollar-university.com/home-page-web ---------------------------------------------------------------------------------- Meta planning sweeping layoffs as AI costs mount: Reutershttps://www.cnbc.com/2026/03/14/meta-planning-sweeping-layoffs-as-ai-costs-mount-reuters.html BIS Financing the AI infrastructure boom: on- and off-balance sheet borrowinghttps://www.bis.org/publ/qtrpdf/r_qt2603u.htm How AI Companies Are Keeping Debt Off Their Balance Sheetshttps://www.bloomberg.com/news/articles/2025-10-31/meta-xai-starting-trend-for-billions-in-off-balance-sheet-debt https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    19 分鐘

關於

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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