Eurodollar University

Jeff Snider
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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. We May Have Just Passed the Point of No Return

    HACE 20 H

    We May Have Just Passed the Point of No Return

    It’s only been a little less than a month, but the economic and financial fallout from the Iran conflict is already taking shape as we search for that point of no return. Sentiment has dropped, economic activity is threatened, even stocks are now in correction territory across the board. While central bankers especially over in Europe are in full-blown inflation panic, it’s a much different story emerging from the real economy. This thing is quickly taking on all the characteristics of a full-blown oil shock.  Eurodollar University's conversation w/Steve Van Metre ---------------------------------------------------------------------------------- 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.  To watch a replay of our webinar, click below. https://youtube.com/live/dkgSJvjWs5M?feature=share To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below: https://www.eurodollar.university/webinar-offer ---------------------------------------------------------------------------------- https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    23 min
  2. The European Banking System Just Did Something VERY Strange

    HACE 20 H

    The European Banking System Just Did Something VERY Strange

    Many top European bankers did not do themselves any favors when pressed on the private credit bust, preferring to hide behind semantics or deflect at every chance. One who stood out was Deutsch Bank’s vice chair of global macro who bluntly stated if it wasn’t for Iran the private credit crisis would be all anyone would be talking about right now. For whatever the political spin among the rest of them, European bank balance sheets don’t lie. Wait until you see what they’ve been up to.  Eurodollar University's Money & Macro Analysis ---------------------------------------------------------------------------------- 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.  To watch a replay of our webinar, click below. https://youtube.com/live/dkgSJvjWs5M?feature=share To take advantage of our limited-time Eurodollar University subscription offer to get access to all EDU materials, reports, and data, visit the link below: https://www.eurodollar.university/webinar-offer ---------------------------------------------------------------------------------- Think private credit fears are overblown? Think again, says Deutschehttps://www.afr.com/markets/equity-markets/think-private-credit-fears-are-overblown-think-again-says-deutsche-20260327-p5zj5n Private Credit Jitters Put European Banking Chiefs on Defensehttps://www.bloomberg.com/news/articles/2026-03-19/private-credit-jitters-put-european-banking-chiefs-on-defense ECB to Start Fresh Checks on Banks’ Private Credit Exposureshttps://www.bloomberg.com/news/articles/2026-03-24/ecb-to-start-fresh-checks-on-banks-exposure-to-private-credit German Business Outlook Sinks as Iran Puts Recovery ‘on Ice’https://www.bloomberg.com/news/articles/2026-03-25/german-business-outlook-sinks-as-iran-war-puts-recovery-on-ice https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    20 min
  3. BREAKING: Oil Rationing Have Started

    HACE 4 DÍAS

    BREAKING: Oil Rationing Have Started

    The oil shock has moved way beyond merely being a price problem. The blockage at Hormuz has already created a very real physical shortage of fuel across much of Asia, and it’s now threatening to hit Europe according to the CEO of Shell Energy. It’s only been about four weeks but we’re seeing major disruptions already, from Australia to South Korea, India, Egypt. Among the hardest hit is the Philippines. There are reports today some airlines are being told to plan for rationing fuel in a few places.  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 ---------------------------------------------------------------------------------- Australia Fuel Crunch Expands to Hundreds of Gas Stationshttps://www.bloomberg.com/news/articles/2026-03-24/australia-fuel-shortages-expand-to-hundreds-of-service-stations Securing Australia’s fuel supplyhttps://www.energy.gov.au/news/securing-australias-fuel-supply Egypt mandates new closing time for malls and cafes to curb energy usehttps://www.egyptindependent.com/egypt-mandates-new-closing-time-for-malls-and-cafes-to-curb-energy-use/ India Turns to Dirty Fuels to Fight Crippling Supply Squeezehttps://www.bloomberg.com/news/articles/2026-03-12/india-turns-to-dirty-fuels-to-fight-off-worst-supply-disruption-mmnfhzzs Marcos promises 'flow of oil' as Philippines declares energy emergencyhttps://www.bbc.com/news/articles/c3ex8ez3717o Airline boss flags possible fuel rationing in Philippines as supplies dwindlehttps://www.scmp.com/news/asia/southeast-asia/article/3347804/airline-boss-flags-possible-fuel-rationing-philippines-supplies-dwindle Signs of Jet Fuel Hoarding Emerge in Asia on Iran Oil Shockhttps://www.bloomberg.com/news/articles/2026-03-25/signs-of-jet-fuel-hoarding-emerge-in-asia-after-iran-oil-shock Shell Boss Warns Europe Is Next After Asia Suffers Fuel Squeezehttps://www.bloomberg.com/news/articles/2026-03-24/shell-boss-warns-europe-is-next-after-asia-suffers-fuel-squeeze Oil giants raise the alarm over energy shortages as Iran war drags onhttps://www.cnbc.com/2026/03/25/iran-war-oil-shell-totalenergies-energy-strait-of-hormuz.html S&P Global March 2026 US PMIshttps://www.pmi.spglobal.com/Public/Home/PressRelease/adc91b5cf42442cbb220d5b66b64ec7d Indian police manage long lines as panic grows over fuel shortageshttps://www.aljazeera.com/video/newsfeed/2026/3/25/indian-police-manage-long-lines-as-panic-grows-over-fuel-shortages https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    21 min
  4. BREAKING: Moody's JUST Downgraded A MASSIVE Private Credit Fund!

    HACE 5 DÍAS

    BREAKING: Moody's JUST Downgraded A MASSIVE Private Credit Fund!

    Another major development in private credit crisis - yes, it is a crisis now. Moody's downgraded a $13 billion KKR co-managed private credit fund, citing "asset quality challenges." This is a huge escalation for three key reasons we'll go over here. ---------------------------------------------------------------------------------- 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 ---------------------------------------------------------------------------------- Retail investors pull billions from private capital’s credit gold minehttps://www.ft.com/content/3103e960-5e54-4cff-a439-b61a77ab21bd?syn-25a6b1a6=1 Blackstone’s Gray: Market ‘noise’ fueled record redemptions from world’s largest private credit fundhttps://www.cnbc.com/2026/03/03/blackstone-private-credit-fund.html Moody's https://ratings.moodys.com/ratings-news/461835

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

    HACE 6 DÍAS

    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 min
  6. WTF Is Happening to Global Markets

    23 MAR

    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 min
  7. Oil Shock → Dollar Shock → Deflation: The Chain Reaction Just Started

    22 MAR

    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 min
  8. Housing Just PLUNGED 17.6%!!! What You Must Know

    20 MAR

    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 min
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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.

Información

  • Creador
    Jeff Snider
  • Años de actividad
    2020 - 2026
  • Episodios
    1.3 k
  • Clasificación
    Apto
  • Copyright
    © 2026 Jeff Snider
  • Mostrar sitio web
    Eurodollar University

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