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. 1D AGO

    Europe’s Banks Just Sent a MASSIVE Warning to The World

    Historic bond buying by European banks kept up again in February. The two-month binge is only surpassed by April and May 2020.  At the same time, no lending to speak of, banks being totally defensive despite rate cuts. The implications are enormous given the background for 2025.  Eurodollar University's Money & Macro Analysis You can watch the replay of our last webinar going over the various scenarios for the global economy: https://event.webinarjam.com/go/replay/27/n0rnxu71sp7b8nb1 Eurodollar University's one-time webinar offer for its subscriptions and memberships:https://www.eurodollar.university/webinar-offer ECB The euro area bank lending survey - Fourth quarter of 2024https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2024q4~e1ddae0f19.en.html ECB Past Macroeconomic Projectionshttps://www.ecb.europa.eu/mopo/devel/ecana/html/table.en.html ECB Using corporate earnings calls to forecast euro area labour demandhttps://www.ecb.europa.eu/press/economic-bulletin/focus/2025/html/ecb.ebbox202502_04~3283f1bc62.en.html Bloomberg ECB’s Escriva Says Downside Risks Are Outweighing Upside Riskshttps://www.bloomberg.com/news/articles/2025-03-24/ecb-s-escriva-says-downside-risks-are-outweighing-upside-risks Bloomberg ECB Rate Cuts Are Neither Finished Nor Automatic, Villeroy Sayshttps://www.bloomberg.com/news/articles/2025-03-25/ecb-rate-cuts-are-neither-finished-nor-automatic-villeroy-says Bloomberg Stournaras Says Everything Points to April ECB Cut: Econostreamhttps://www.bloomberg.com/news/articles/2025-03-21/stournaras-says-everything-points-to-april-ecb-cut-econostream Bloomberg Lagarde Says Uncertainty Means ECB Can’t Commit on Rateshttps://www.bloomberg.com/news/articles/2025-03-20/lagarde-says-rising-uncertainty-means-ecb-can-t-commit-on-rates https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    18 min
  2. 3D AGO

    BREAKING: Data Shows Consumers Are Terrified of Jobs & Incomes

    You can watch the replay of the webinar here https://event.webinarjam.com/go/replay/27/n0rnxu71sp7b8nb1 Eurodollar University's one-time webinar offer:https://www.eurodollar.university/webinar-offer Consumer confidence collapsed in March, at the same time data on services industries showed much the same. This dramatic loss of momentum is coming up seemingly everywhere, to the point it has Wall Street taking the R-word more seriously than at any time since 2020. Not for nothing, that's what some of these datapoints are looking like.  Eurodollar University's Money & Macro Analysis Conference Board Consmer Confidence March 2025https://www.conference-board.org/topics/consumer-confidence Philly Fed March 2025 Nonmanufacturing Business Outlook Surveyhttps://www.philadelphiafed.org/surveys-and-data/regional-economic-analysis/nbos-2025-03 New York Fed Business Leaders Survey https://www.newyorkfed.org/survey/business_leaders/bls_overview.html Chicago Fed Survey of Economic Conditions (CFSEC)https://www.chicagofed.org/research/data/cfsec/current-data Richmond Fed Fifth District Survey of Service Sector Activityhttps://www.richmondfed.org/region_communities/regional_data_analysis/surveys/service_sector CNBC DoubleLine’s Gundlach sees more risk coming along with greater chance of recessionhttps://www.cnbc.com/2025/03/20/doublelines-gundlach-sees-more-risk-coming-and-greater-chance-of-recession-.html?qsearchterm=gundlach CNBC The probability of a recession is approaching 50%, Deutsche markets survey findshttps://www.cnbc.com/2025/03/24/the-probability-of-a-recession-is-approaching-50percent-deutsche-markets-survey-finds.html https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    19 min
  3. This Is the MOST Over-Leveraged Bet in Crypto History

    5D AGO

    This Is the MOST Over-Leveraged Bet in Crypto History

    Michael Saylor's Strategy sold $700 million in preferred stock Friday, but with an eye-opening 10% dividend attached to be paid in cash. Not stock. Not coins. It was the second straight preferred sale in as many months, though the first one went off at only 8%. Security sales. Trying to get govts and Big Tech to buy Bitcoin. What is going on in the world of BTC? There's a huge STORY here, one that's bigger than Saylor.  Eurodollar University's Money & Macro Analysis MSTF Pfd Stock Mar 2025https://www.strategy.com/press/strategy-announces-pricing-of-strf-perpetual-preferred-stock_03-21-2025 MSTR Pfd Stock Jan 2025https://www.strategy.com/press/microstrategy-announces-pricing-of-strike-preferred-stock-offering-strk_01-31-2025 MSTR Convertible Notes Nov 2024https://www.strategy.com/press/microstrategy-completes-3-billion-offering-of-convertible-senior-notes-due-2029-at-0-coupon-and-55-conversion-premium_11-21-2024 Bitcoin is perfect moneyhttps://x.com/Cointelegraph/status/1902757116747612169 SEC Filings 10-Q Strategy (MSTR)https://www.sec.gov/ix?doc=/Archives/edgar/data/0001050446/000095017025021814/mstr-20241231.htm#item_8_financial_statements_supplementar Michael Saylor A Digital Assets Strategy to Dominate the 21st Century Global Economyhttps://www.michael.com/a-digital-assets-strategy Reason El Salvador Walks Back Its Bitcoin Lawhttps://reason.com/2025/02/03/el-salvador-walks-back-its-bitcoin-law/ elsalvador.com https://www.elsalvador.com/noticias/negocios/bitcoin-el-salvador-criptomonedas-iudop-/1194324/2025/ https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    22 min
  4. Global Central Banks Are Quietly Preparing For Economic Collapse

    MAR 21

    Global Central Banks Are Quietly Preparing For Economic Collapse

    I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here:  https://event.webinarjam.com/register/27/l3k2rby6 Following the Fed, the Swiss, Swedes and BoE. Plus a shocking drop in Australian employment that's going to be a factor for RBA, too. Whatever central bankers say today, it's what they're already doing which matters. The upshot is that those currently not engaged in the global race to the bottom (interest rates) are increasingly likely to re-enter it. Mr. Powell, too.  Eurodollar University's Money & Macro Analysis SNB statementhttps://www.snb.ch/public/publication/en/www-snb-ch/publications/communication/press-releases-restricted/pre_20250320/0_en/pre_20250320.en.pdf CNBC International Interview w/SNB's Martin Schlegelhttps://www.youtube.com/watch?v=wGghKflsrng Bloomberg Swiss Watch Exports Resume Drop on Weak China, US Demandhttps://www.bloomberg.com/news/articles/2025-03-20/swiss-watch-exports-drop-in-february-on-weak-demand-in-china-us Morningstar Bank of England votes 8-1 to keep interest rates on hold at 4.50%https://www.morningstar.co.uk/uk/news/AN_1742473139383901300/bank-of-england-votes-8-1-to-keep-interest-rates-on-hold-at-450.aspx Bloomberg Sweden’s Riksbank Holds Rate Steady and Says Easing Is Overhttps://www.bloomberg.com/news/articles/2025-03-20/sweden-s-riksbank-holds-rate-steady-and-signals-easing-is-over Riksbank May 2024 statementhttps://www.riksbank.se/en-gb/monetary-policy/monetary-policy-report/2024/monetary-policy-decision-may-2024/ FOMC SEP (and dots)https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20250319.pdf https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    21 min

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    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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