Discussing the function and malfunction of the global monetary order and its consequences on finance, economics, politics and society.
Dollar Crushes World Economy yet Media Won't Ask 'Why?' [Ep. 289, Eurodollar University]
"Emerging markets burn through currency reserves as crisis risks grow," notes the Wall Street Journal. But what sticks in Mr. Jeff Snider's craw is that there's no mention as to why this is.
Fed says, 'Quantitative Tightening does Nothing (QE too)' [Ep. 288, Eurodollar University]
A study by the Federal Reserve finds that quantitative tightening has a statistically significant effect on rates and yields. Too bad the effect is IMMATERIAL in the EXTREME!
Systemic Banking Crisis Warnings for France, Sweden & Czech Rep. [Ep. 287, Eurodollar University]
Three European countries entered 2022 already on their back-foot after triggering early warning indicators of systemic banking crisis. Then they were presented energy, consumer-price and war emergencies.
The Worst of the Eurodollar Downturn is Still Ahead [Ep. 286, Eurodollar University]
Economic accounts are bad, worldwide. The worst is ahead of us.
Collateral Scarcity Explains Japanese Yen's Fall [Ep. 285, Eurodollar University]
Repurchase agreement failures by America's Primary Dealers have moved step-for-step with Japan's yen for two years. As the tempo of musical chairs picks up the yen depreciates.
Is a Post-Dollar World Coming—Soon? [Ep. 284, Eurodollar University]
A Financial Times opinion column avers not only is a "post-dollar world coming" but that it is "near" and that the "decline could last... longer".
How could a podcast with a trailer spoof for the movie “Contango & Cash” be any less than 5 stars?
Will you describe the relationship between the eurodollar and us equities
Okay to listen when you have nothing else to listen… Sorry nothing personal but not a big fan how Emil talks sounds really fake. Jeff is okay but his way of thinking is pretty narrow in the ED world that unfortunately is ignoring all other factors. The curve inversion from last year is not a good indicator of what the market is heading to unless truly it leads 12 month or more forward looking but basically is useless because the timing is off.