747 episodes

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.

Eurodollar University Jeff Snider

    • Business
    • 4.8 • 421 Ratings

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.

    China's Crisis Is Sending A Warning To The World

    China's Crisis Is Sending A Warning To The World

    Yesterday's US CPI reignited the fierce debate over a possibly sticky inflation future. China just ended it by reminding the world of its stubborn deflationary present with the third largest monthly CPI drop in the last twenty years. Producer prices also decline which is a solidly disinflationary signal for China and the world regardless of the latest consumer price numbers from elsewhere. 
    Eurodollar University's Money & Macro Analysis
    China's NBS Consumer prices press releasehttps://www.stats.gov.cn/sj/zxfb/202404/t20240411_1954446.html
    China's NBS Producer prices press releasehttps://www.stats.gov.cn/sj/zxfb/202404/t20240411_1954447.html
    https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    • 18 min
    New CPI Numbers Shock The Market! (Everything You Need To Know)

    New CPI Numbers Shock The Market! (Everything You Need To Know)

    Another CPI comes in higher than expected. This isn't some harbinger of an impending price spiral, just the regular fluctuations in consumer prices driven largely by oil. It has stirred up inflation fears anyway in large part because it seems as if the CPI and especially the core rate is now stuck at a structurally higher rate. History cautions when making those assumptions.  
    Eurodollar University's Money & Macro Analysis
    https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    • 18 min
    Goldman Sachs Makes MASSIVE Bet On Lower Interests Rates

    Goldman Sachs Makes MASSIVE Bet On Lower Interests Rates

    EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOWhttps://www.eurodollar.university/sales-page-spring
    Hawkish policymakers, oil prices, higher for longer all over the media. Why are banks, not just central banks, already cutting rates? Contrary to what you hear in the mainstream, policymakers aren't actually all that hawkish. More importantly, global markets are pricing more assertively for fragility not soft landing.
    Eurodollar University's Money & Macro Analysis
    Bloomberg Goldman’s Marcus Frontruns Fed With Rate Cut on Savings Accounthttps://www.bloomberg.com/news/articles/2024-04-04/goldman-s-marcus-frontruns-fed-with-rate-cut-on-savings-account
    Bloomberg State Street Sees Half-Point Fed Rate Cut as Soon as Junehttps://www.bloomberg.com/news/articles/2024-04-09/state-street-sees-half-point-fed-rate-cut-as-soon-as-june
    Bloomberg Fed’s Kashkari Floats Possibility of No Rate Cuts This Yearhttps://www.bloomberg.com/news/articles/2024-04-04/fed-s-kashkari-floats-possibility-of-no-rate-cuts-this-year
    Bloomberg Fed’s Kashkari Sees Two Rate Cuts in 2024, Potentially Just Onehttps://www.bloomberg.com/news/articles/2024-03-06/fed-s-kashkari-sees-two-rate-cuts-in-2024-potentially-just-one
    Reuters Inverted yield curve no longer reliable recession flag, strategists sayhttps://www.reuters.com/markets/us/inverted-yield-curve-no-longer-reliable-recession-flag-strategists-say-2024-03-12/
    NFIB March 2024 reporthttps://www.nfib.com/surveys/small-business-economic-trends/
    https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    • 17 min
    Oil Is About To Break The Economy

    Oil Is About To Break The Economy

    EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOWhttps://www.eurodollar.university/sales-page-spring
    What if gold and oil are actually trading on the same outcome? Despite popular misconceptions, a non-economic oil shock like the one we're currently experiencing is NOT inflationary. On the contrary, history shows it will almost certainly be disinflationary because of the negative impact it has on the economy. And if that impact is negative enough, that will lead to sharply lower interest rates - the very factor driving gold to all-time highs.
    Eurodollar University's Money & Macro Analysis
    Bloomberg  The Gold Market Hunts for Answers Behind Bullion’s Sudden Surgehttps://www.bloomberg.com/news/articles/2024-04-07/the-gold-market-hunts-for-answers-behind-bullion-s-sudden-surge?fromMostRead=true
    Bernanke, Gertler, Stock Systematic Monetary Policy and the Effects of Oil Price Shockshttps://www.brookings.edu/wp-content/uploads/1997/01/1997a_bpea_bernanke_gertler_watson_sims_friedman.pdf
    https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    • 19 min
    Oil inflation Fears Going Viral (Everything You Need to Know)

    Oil inflation Fears Going Viral (Everything You Need to Know)

    EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOWhttps://www.eurodollar.university/sales-page-spring
    Oil is up sharply as fears over a wider conflict in the Middle East continue to rise. Quite predictably, this has raised widespread concerns over renewed "inflation." But we just did this six months ago and that example shows what we should expect today and going forward. 
    Eurodollar University's conversation w/Steve Van Metre
    https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    • 17 min
    We Need to Talk About the Job Market Data ASAP

    We Need to Talk About the Job Market Data ASAP

    EURODOLLAR UNIVERSITY'S SPRING SALE STILL GOING FOR A LITTLE WHILE LONGER, DETAILS AT THE LINK BELOWhttps://www.eurodollar.university/sales-page-spring
    Yet another blowout payroll number from the government. Even though the BLS's "other" employment estimates managed a sharp rebound on the month, the difference between the two has become intolerable. How do we know which one might be closer to reality? We make a bunch of comparisons to see which way the weight of evidence falls. 
    Also, every month has 28 days.
    Eurodollar University's Money & Macro Analysis
    https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    • 17 min

Customer Reviews

4.8 out of 5
421 Ratings

421 Ratings

RandomJRM ,

Critical macro info

To be honest it’s taken me a while to absorb a lot of this because there’s so much background and reference needed but Jeff does it better (and more often) than most. I am finally getting inflation/deflation dynamics.

fearmycheesecake ,

Sky is falling clickbait

Hosts seem to be discussing concepts that they aren't exactly knowledgeable about. You can't simply cherry pick numbers to confirm your biases or need for clickbait. Not impressed but apparently it gets listeners. Used to be better

tichu2016 ,

??? For real

I have been following you for awhile. I listened to your podcast with Alf and went ahead to purchase his course. The payment went through but I didn’t get an email link or anything. I tried the website, didn’t work. I emailed them, didn’t hear anything back. Long story short, I cannot believe that this (financial scamming?) would happen here. I bought it so quickly because I believed you and didn’t question you. I’d like to think that you honestly didn’t know about it and just didn’t do enough due diligence, not because you have a profit sharing agreement with Alf.

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